IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,584 shares; 2024Q4: 604,015 shares; 2025Q1: 634,377 shares; 2025Q2: 652,262 shares; 2025Q3: 661,308 shares; 2025Q4: 670,026 shares; 2026Q1: 689,375 shares 689,375 $450M 13.71% +19,349 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572,775 shares; 2024Q4: 2,669,084 shares; 2025Q1: 2,430,697 shares; 2025Q2: 2,707,671 shares; 2025Q3: 2,752,791 shares; 2025Q4: 2,785,505 shares; 2026Q1: 2,948,244 shares 2,948,244 $189M 5.75% +162,739 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,636 shares; 2024Q4: 422,231 shares; 2025Q1: 420,777 shares; 2025Q2: 414,977 shares; 2025Q3: 426,026 shares; 2025Q4: 450,150 shares; 2026Q1: 449,738 shares 449,738 $166M 5.07% -412 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246,446 shares; 2024Q4: 1,297,502 shares; 2025Q1: 1,244,550 shares; 2025Q2: 974,439 shares; 2025Q3: 794,359 shares; 2025Q4: 829,412 shares; 2026Q1: 809,844 shares 809,844 $141M 4.3% -19,568 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,693 shares; 2024Q4: 473,443 shares; 2025Q1: 449,725 shares; 2025Q2: 487,468 shares; 2025Q3: 525,049 shares; 2025Q4: 517,475 shares; 2026Q1: 509,077 shares 509,077 $129M 3.93% -8,398 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635,647 shares; 2024Q4: 636,091 shares; 2025Q1: 666,981 shares; 2025Q2: 692,660 shares; 2025Q3: 770,699 shares; 2025Q4: 842,389 shares; 2026Q1: 948,439 shares 948,439 $94.2M 2.87% +106,050 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,015 shares; 2024Q4: 156,792 shares; 2025Q1: 150,771 shares; 2025Q2: 143,831 shares; 2025Q3: 141,577 shares; 2025Q4: 140,755 shares; 2026Q1: 142,572 shares 142,572 $92.7M 2.82% +1,817 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,623 shares; 2024Q4: 869,528 shares; 2025Q1: 897,608 shares; 2025Q2: 921,258 shares; 2025Q3: 941,399 shares; 2025Q4: 1,001,854 shares; 2026Q1: 1,178,149 shares 1,178,149 $92.4M 2.81% +176,295 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149,654 shares; 2024Q4: 3,295,732 shares; 2025Q1: 1,334,305 shares; 2025Q2: 1,266,376 shares; 2025Q3: 1,282,714 shares; 2025Q4: 1,342,680 shares; 2026Q1: 1,612,987 shares 1,612,987 $87.2M 2.65% +270,307 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,119 shares; 2024Q4: 395,885 shares; 2025Q1: 381,088 shares; 2025Q2: 384,823 shares; 2025Q3: 379,830 shares; 2025Q4: 389,189 shares; 2026Q1: 391,552 shares 391,552 $81.5M 2.48% +2,363 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,999 shares; 2024Q4: 262,704 shares; 2025Q1: 255,868 shares; 2025Q2: 249,387 shares; 2025Q3: 255,047 shares; 2025Q4: 248,619 shares; 2026Q1: 250,687 shares 250,687 $72.1M 2.19% +2,068 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,229 shares; 2024Q4: 94,329 shares; 2025Q1: 92,436 shares; 2025Q2: 93,061 shares; 2025Q3: 85,610 shares; 2025Q4: 87,882 shares; 2026Q1: 90,386 shares 90,386 $54M 1.64% +2,504 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,090 shares; 2024Q4: 82,703 shares; 2025Q1: 83,029 shares; 2025Q2: 81,680 shares; 2025Q3: 89,098 shares; 2025Q4: 87,839 shares; 2026Q1: 88,683 shares 88,683 $42.5M 1.29% +844 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,564 shares; 2024Q4: 141,952 shares; 2025Q1: 147,269 shares; 2025Q2: 132,036 shares; 2025Q3: 134,222 shares; 2025Q4: 130,400 shares; 2026Q1: 131,175 shares 131,175 $40.6M 1.24% +775 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,884 shares; 2024Q4: 65,053 shares; 2025Q1: 69,543 shares; 2025Q2: 62,821 shares; 2025Q3: 65,203 shares; 2025Q4: 68,536 shares; 2026Q1: 69,853 shares 69,853 $40M 1.22% +1,317 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,074 shares; 2024Q4: 39,166 shares; 2025Q1: 39,385 shares; 2025Q2: 38,845 shares; 2025Q3: 39,613 shares; 2025Q4: 40,069 shares; 2026Q1: 39,735 shares 39,735 $39.6M 1.21% -334 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,271 shares; 2024Q4: 108,130 shares; 2025Q1: 104,024 shares; 2025Q2: 99,610 shares; 2025Q3: 104,080 shares; 2025Q4: 105,589 shares; 2026Q1: 105,286 shares 105,286 $31M 0.94% -303 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,870 shares; 2024Q4: 175,511 shares; 2025Q1: 174,485 shares; 2025Q2: 161,399 shares; 2025Q3: 171,287 shares; 2025Q4: 183,001 shares; 2026Q1: 176,495 shares 176,495 $29.9M 0.91% -6,506 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,715 shares; 2024Q4: 17,362 shares; 2025Q1: 18,805 shares; 2025Q2: 19,862 shares; 2025Q3: 19,629 shares; 2025Q4: 20,270 shares; 2026Q1: 19,367 shares 19,367 $28.5M 0.87% -903 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,639 shares; 2024Q4: 519,107 shares; 2025Q1: 515,163 shares; 2025Q2: 520,714 shares; 2025Q3: 520,709 shares; 2025Q4: 523,319 shares; 2026Q1: 524,800 shares 524,800 $27.7M 0.84% +1,481 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,165 shares; 2024Q4: 81,626 shares; 2025Q1: 63,751 shares; 2025Q2: 60,327 shares; 2025Q3: 82,406 shares; 2025Q4: 80,581 shares; 2026Q1: 90,906 shares 90,906 $26.1M 0.79% +10,325 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,754 shares; 2024Q4: 27,609 shares; 2025Q1: 26,108 shares; 2025Q2: 27,426 shares; 2025Q3: 27,155 shares; 2025Q4: 28,539 shares; 2026Q1: 27,637 shares 27,637 $25.4M 0.77% -902 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,365 shares; 2024Q4: 149,866 shares; 2025Q1: 156,122 shares; 2025Q2: 156,443 shares; 2025Q3: 160,498 shares; 2025Q4: 200,560 shares; 2026Q1: 233,904 shares 233,904 $24.9M 0.76% +33,344 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,506 shares; 2024Q4: 41,400 shares; 2025Q1: 38,812 shares; 2025Q2: 35,424 shares; 2025Q3: 37,523 shares; 2025Q4: 38,673 shares; 2026Q1: 41,267 shares 41,267 $23.8M 0.73% +2,594 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,014 shares; 2024Q4: 66,231 shares; 2025Q1: 65,324 shares; 2025Q2: 65,200 shares; 2025Q3: 67,462 shares; 2025Q4: 66,436 shares; 2026Q1: 68,757 shares 68,757 $22.1M 0.67% +2,321 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,932 shares; 2024Q4: 121,464 shares; 2025Q1: 126,542 shares; 2025Q2: 127,881 shares; 2025Q3: 131,717 shares; 2025Q4: 166,512 shares; 2026Q1: 207,750 shares 207,750 $22.1M 0.67% +41,238 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,296 shares; 2024Q4: 29,103 shares; 2025Q1: 29,630 shares; 2025Q2: 30,284 shares; 2025Q3: 30,541 shares; 2025Q4: 29,852 shares; 2026Q1: 29,741 shares 29,741 $21.1M 0.64% -111 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,249 shares; 2024Q4: 72,274 shares; 2025Q1: 68,660 shares; 2025Q2: 63,025 shares; 2025Q3: 64,142 shares; 2025Q4: 65,180 shares; 2026Q1: 67,887 shares 67,887 $20.5M 0.62% +2,707 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,430 shares; 2024Q4: 46,109 shares; 2025Q1: 57,863 shares; 2025Q2: 61,959 shares; 2025Q3: 60,471 shares; 2025Q4: 57,109 shares; 2026Q1: 58,002 shares 58,002 $19.8M 0.6% +893 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,778 shares; 2024Q4: 45,180 shares; 2025Q1: 45,795 shares; 2025Q2: 45,413 shares; 2025Q3: 48,793 shares; 2025Q4: 49,877 shares; 2026Q1: 50,823 shares 50,823 $18.9M 0.58% +946 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,900 shares; 2024Q4: 109,163 shares; 2025Q1: 112,364 shares; 2025Q2: 113,696 shares; 2025Q3: 118,466 shares; 2025Q4: 123,942 shares; 2026Q1: 125,339 shares 125,339 $18.4M 0.56% +1,397 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,391 shares; 2024Q4: 57,050 shares; 2025Q1: 50,811 shares; 2025Q2: 50,338 shares; 2025Q3: 48,451 shares; 2025Q4: 44,544 shares; 2026Q1: 42,194 shares 42,194 $18M 0.55% -2,350 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,112 shares; 2024Q4: 65,696 shares; 2025Q1: 68,263 shares; 2025Q2: 67,543 shares; 2025Q3: 69,458 shares; 2025Q4: 69,214 shares; 2026Q1: 70,002 shares 70,002 $15.2M 0.46% +788 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,705 shares; 2024Q4: 75,055 shares; 2025Q1: 77,545 shares; 2025Q2: 80,243 shares; 2025Q3: 81,311 shares; 2025Q4: 61,340 shares; 2026Q1: 62,707 shares 62,707 $15.2M 0.46% +1,367 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,973 shares; 2024Q4: 30,090 shares; 2025Q1: 30,015 shares; 2025Q2: 26,826 shares; 2025Q3: 28,608 shares; 2025Q4: 29,242 shares; 2026Q1: 30,386 shares 30,386 $15.2M 0.46% +1,144 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,250 shares; 2024Q4: 77,949 shares; 2025Q1: 77,415 shares; 2025Q2: 82,278 shares; 2025Q3: 96,216 shares; 2025Q4: 93,917 shares; 2026Q1: 81,252 shares 81,252 $15.2M 0.46% -12,665 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,412 shares; 2024Q4: 48,057 shares; 2025Q1: 48,436 shares; 2025Q2: 40,766 shares; 2025Q3: 43,067 shares; 2025Q4: 44,409 shares; 2026Q1: 45,275 shares 45,275 $14.9M 0.45% +866 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,545 shares; 2024Q4: 26,197 shares; 2025Q1: 27,364 shares; 2025Q2: 29,135 shares; 2025Q3: 30,087 shares; 2025Q4: 30,169 shares; 2026Q1: 29,810 shares 29,810 $14.7M 0.45% -359 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,507 shares; 2025Q3: 17,548 shares; 2025Q4: 39,003 shares; 2026Q1: 36,027 shares 36,027 $14.3M 0.44% -2,976 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,419 shares; 2024Q4: 189,441 shares; 2025Q1: 177,068 shares; 2025Q2: 160,209 shares; 2025Q3: 168,195 shares; 2025Q4: 167,135 shares; 2026Q1: 174,539 shares 174,539 $13.9M 0.42% +7,404 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,897 shares; 2024Q4: 137,763 shares; 2025Q1: 137,891 shares; 2025Q2: 127,449 shares; 2025Q3: 133,621 shares; 2025Q4: 134,161 shares; 2026Q1: 134,881 shares 134,881 $13.8M 0.42% +720 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,984 shares; 2024Q4: 275,108 shares; 2025Q1: 273,049 shares; 2025Q2: 261,585 shares; 2025Q3: 285,336 shares; 2025Q4: 278,236 shares; 2026Q1: 279,302 shares 279,302 $13.6M 0.41% +1,066 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,373 shares; 2024Q4: 60,966 shares; 2025Q1: 62,352 shares; 2025Q2: 64,583 shares; 2025Q3: 66,684 shares; 2025Q4: 65,336 shares; 2026Q1: 69,257 shares 69,257 $13.4M 0.41% +3,921 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,534 shares; 2024Q4: 59,832 shares; 2025Q1: 55,974 shares; 2025Q2: 49,527 shares; 2025Q3: 51,267 shares; 2025Q4: 52,756 shares; 2026Q1: 54,598 shares 54,598 $13.3M 0.41% +1,842 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,584 shares; 2024Q4: 58,595 shares; 2025Q1: 53,853 shares; 2025Q2: 55,218 shares; 2025Q3: 59,056 shares; 2025Q4: 61,176 shares; 2026Q1: 62,101 shares 62,101 $12.8M 0.39% +925 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,605 shares; 2024Q4: 92,449 shares; 2025Q1: 87,738 shares; 2025Q2: 95,707 shares; 2025Q3: 98,466 shares; 2025Q4: 104,293 shares; 2026Q1: 99,747 shares 99,747 $12.8M 0.39% -4,546 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,419 shares; 2024Q4: 96,928 shares; 2025Q1: 94,858 shares; 2025Q2: 95,987 shares; 2025Q3: 106,245 shares; 2025Q4: 104,895 shares; 2026Q1: 102,592 shares 102,592 $12.8M 0.39% -2,303 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,728 shares; 2024Q4: 13,786 shares; 2025Q1: 14,123 shares; 2025Q2: 12,447 shares; 2025Q3: 12,838 shares; 2025Q4: 13,977 shares; 2026Q1: 14,092 shares 14,092 $12.2M 0.37% +115 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,436 shares; 2024Q4: 159,607 shares; 2025Q1: 173,837 shares; 2025Q2: 126,799 shares; 2025Q3: 123,424 shares; 2025Q4: 128,419 shares; 2026Q1: 129,822 shares 129,822 $12.1M 0.37% +1,403 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,009 shares; 2024Q4: 55,644 shares; 2025Q1: 57,615 shares; 2025Q2: 55,927 shares; 2025Q3: 56,957 shares; 2025Q4: 59,049 shares; 2026Q1: 57,055 shares 57,055 $12.1M 0.37% -1,994 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,515 shares; 2024Q4: 75,328 shares; 2025Q1: 73,181 shares; 2025Q2: 77,787 shares; 2025Q3: 86,065 shares; 2025Q4: 81,109 shares; 2026Q1: 82,616 shares 82,616 $11.9M 0.36% +1,507 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,777 shares; 2024Q4: 247,698 shares; 2025Q1: 238,904 shares; 2025Q2: 224,029 shares; 2025Q3: 219,888 shares; 2025Q4: 209,711 shares; 2026Q1: 202,876 shares 202,876 $11.5M 0.35% -6,835 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,560 shares; 2024Q4: 233,323 shares; 2025Q1: 226,910 shares; 2025Q2: 241,284 shares; 2025Q3: 225,274 shares; 2025Q4: 233,761 shares; 2026Q1: 276,106 shares 276,106 $11.3M 0.34% +42,345 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,062 shares; 2024Q4: 92,303 shares; 2025Q1: 90,524 shares; 2025Q2: 84,491 shares; 2025Q3: 86,433 shares; 2025Q4: 80,019 shares; 2026Q1: 78,422 shares 78,422 $11.2M 0.34% -1,597 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,351 shares; 2025Q3: 78,347 shares; 2025Q4: 100,888 shares; 2026Q1: 114,416 shares 114,416 $11M 0.34% +13,528 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,082 shares; 2024Q4: 154,494 shares; 2025Q1: 146,946 shares; 2025Q2: 139,938 shares; 2025Q3: 134,737 shares; 2025Q4: 125,624 shares; 2026Q1: 112,561 shares 112,561 $10.9M 0.33% -13,063 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,932 shares; 2024Q4: 139,930 shares; 2025Q1: 139,968 shares; 2025Q2: 134,926 shares; 2025Q3: 134,911 shares; 2025Q4: 132,138 shares; 2026Q1: 132,238 shares 132,238 $10.4M 0.32% +100 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 5,807 shares; 2025Q1: 37,632 shares; 2025Q2: 44,535 shares; 2025Q3: 49,306 shares; 2025Q4: 48,600 shares; 2026Q1: 50,941 shares 50,941 $10.4M 0.32% +2,341 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,707 shares; 2024Q4: 8,793 shares; 2025Q1: 8,985 shares; 2025Q2: 9,025 shares; 2025Q3: 10,152 shares; 2025Q4: 101,704 shares; 2026Q1: 106,750 shares 106,750 $10.3M 0.31% +5,046 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,039 shares; 2024Q4: 71,106 shares; 2025Q1: 71,741 shares; 2025Q2: 84,876 shares; 2025Q3: 86,415 shares; 2025Q4: 87,135 shares; 2026Q1: 81,403 shares 81,403 $9.79M 0.3% -5,732 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,279 shares; 2024Q4: 118,572 shares; 2025Q1: 117,234 shares; 2025Q2: 120,179 shares; 2025Q3: 122,298 shares; 2025Q4: 127,663 shares; 2026Q1: 125,990 shares 125,990 $9.78M 0.3% -1,673 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,742 shares; 2024Q4: 166,868 shares; 2025Q1: 166,114 shares; 2025Q2: 108,122 shares; 2025Q3: 107,628 shares; 2025Q4: 108,323 shares; 2026Q1: 107,958 shares 107,958 $9.77M 0.3% -365 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,368 shares; 2024Q4: 32,295 shares; 2025Q1: 33,635 shares; 2025Q2: 33,481 shares; 2025Q3: 33,539 shares; 2025Q4: 34,296 shares; 2026Q1: 36,574 shares 36,574 $9.76M 0.3% +2,278 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,670 shares; 2024Q4: 29,249 shares; 2025Q1: 29,223 shares; 2025Q2: 27,597 shares; 2025Q3: 26,155 shares; 2025Q4: 24,236 shares; 2026Q1: 25,847 shares 25,847 $9.24M 0.28% +1,611 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,588 shares; 2025Q1: 13,287 shares; 2025Q2: 13,594 shares; 2025Q3: 14,206 shares; 2025Q4: 15,187 shares; 2026Q1: 15,106 shares 15,106 $9.13M 0.28% -81 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,895 shares; 2024Q4: 43,333 shares; 2025Q1: 44,849 shares; 2025Q2: 42,482 shares; 2025Q3: 46,682 shares; 2025Q4: 52,582 shares; 2026Q1: 55,141 shares 55,141 $9.12M 0.28% +2,559 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,693 shares; 2024Q4: 15,896 shares; 2025Q1: 17,548 shares; 2025Q2: 15,578 shares; 2025Q3: 21,698 shares; 2025Q4: 21,405 shares; 2026Q1: 19,818 shares 19,818 $8.53M 0.26% -1,587 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,804 shares; 2024Q4: 30,693 shares; 2025Q1: 31,341 shares; 2025Q2: 30,978 shares; 2025Q3: 34,034 shares; 2025Q4: 38,172 shares; 2026Q1: 36,362 shares 36,362 $8.22M 0.25% -1,810 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,272 shares; 2024Q4: 99,034 shares; 2025Q1: 101,413 shares; 2025Q2: 84,603 shares; 2025Q3: 92,690 shares; 2025Q4: 102,653 shares; 2026Q1: 105,120 shares 105,120 $7.99M 0.24% +2,467 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: 23,709 shares; 2026Q1: 23,205 shares 23,205 $7.84M 0.24% -504 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,259 shares; 2024Q4: 40,722 shares; 2025Q1: 40,910 shares; 2025Q2: 41,818 shares; 2025Q3: 45,518 shares; 2025Q4: 44,679 shares; 2026Q1: 38,524 shares 38,524 $7.64M 0.23% -6,155 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,159 shares; 2024Q4: 21,099 shares; 2025Q1: 21,573 shares; 2025Q2: 20,562 shares; 2025Q3: 22,568 shares; 2025Q4: 23,524 shares; 2026Q1: 24,347 shares 24,347 $7.57M 0.23% +823 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,132 shares; 2025Q1: 34,289 shares; 2025Q2: 78,717 shares; 2025Q3: 79,065 shares; 2025Q4: 83,452 shares; 2026Q1: 69,283 shares 69,283 $7.5M 0.23% -14,169 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,326 shares; 2024Q4: 105,872 shares; 2025Q1: 103,194 shares; 2025Q2: 102,709 shares; 2025Q3: 98,272 shares; 2025Q4: 99,699 shares; 2026Q1: 97,224 shares 97,224 $7.3M 0.22% -2,475 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,202 shares; 2024Q4: 13,309 shares; 2025Q1: 13,765 shares; 2025Q2: 14,033 shares; 2025Q3: 14,231 shares; 2025Q4: 14,711 shares; 2026Q1: 14,530 shares 14,530 $7.2M 0.22% -181 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,894 shares; 2024Q4: 35,099 shares; 2025Q1: 23,708 shares; 2025Q2: 33,040 shares; 2025Q3: 26,438 shares; 2025Q4: 26,017 shares; 2026Q1: 26,419 shares 26,419 $7.15M 0.22% +402 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,574 shares; 2024Q4: 12,566 shares; 2025Q1: 12,568 shares; 2025Q2: 12,559 shares; 2025Q3: 12,559 shares; 2025Q4: 12,562 shares; 2026Q1: 12,644 shares 12,644 $7.12M 0.22% +82 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,266 shares; 2024Q4: 23,257 shares; 2025Q1: 23,281 shares; 2025Q2: 23,125 shares; 2025Q3: 23,461 shares; 2025Q4: 23,522 shares; 2026Q1: 23,497 shares 23,497 $7.11M 0.22% -25 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,924 shares; 2024Q4: 24,089 shares; 2025Q1: 24,446 shares; 2025Q2: 22,959 shares; 2025Q3: 23,294 shares; 2025Q4: 23,645 shares; 2026Q1: 24,122 shares 24,122 $7.04M 0.21% +477 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,463 shares; 2024Q4: 7,535 shares; 2025Q1: 7,260 shares; 2025Q2: 13,800 shares; 2025Q3: 13,998 shares; 2025Q4: 14,535 shares; 2026Q1: 15,064 shares 15,064 $6.94M 0.21% +529 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,689 shares 86,689 $6.94M 0.21% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,787 shares; 2025Q1: 5,884 shares; 2025Q2: 5,362 shares; 2025Q3: 5,565 shares; 2025Q4: 5,955 shares; 2026Q1: 6,014 shares 6,014 $6.56M 0.2% +59 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275,538 shares; 2026Q1: 291,756 shares 291,756 $6.17M 0.19% +16,218 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,758 shares; 2024Q4: 79,236 shares; 2025Q1: 82,996 shares; 2025Q2: 73,307 shares; 2025Q3: 69,565 shares; 2025Q4: 67,697 shares; 2026Q1: 67,013 shares 67,013 $5.94M 0.18% -684 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 13,767 shares; 2025Q1: 37,161 shares; 2025Q2: 36,709 shares; 2025Q3: 35,040 shares; 2025Q4: 36,763 shares; 2026Q1: 36,453 shares 36,453 $5.84M 0.18% -310 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,942 shares; 2024Q4: 19,481 shares; 2025Q1: 21,377 shares; 2025Q2: 20,296 shares; 2025Q3: 20,740 shares; 2025Q4: 19,143 shares; 2026Q1: 21,087 shares 21,087 $5.52M 0.17% +1,944 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,624 shares; 2024Q4: 57,397 shares; 2025Q1: 58,022 shares; 2025Q2: 54,995 shares; 2025Q3: 60,179 shares; 2025Q4: 58,602 shares; 2026Q1: 61,476 shares 61,476 $5.51M 0.17% +2,874 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,092 shares; 2024Q4: 66,399 shares; 2025Q1: 59,768 shares; 2025Q2: 85,622 shares; 2025Q3: 134,809 shares; 2025Q4: 91,080 shares; 2026Q1: 92,561 shares 92,561 $5.44M 0.17% +1,481 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,023 shares; 2024Q4: 66,026 shares; 2025Q1: 55,691 shares; 2025Q2: 55,091 shares; 2025Q3: 52,862 shares; 2025Q4: 46,321 shares; 2026Q1: 42,392 shares 42,392 $5.43M 0.17% -3,929 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,893 shares; 2024Q4: 14,904 shares; 2025Q1: 14,763 shares; 2025Q2: 14,410 shares; 2025Q3: 14,483 shares; 2025Q4: 14,705 shares; 2026Q1: 14,873 shares 14,873 $5.4M 0.16% +168 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,857 shares; 2024Q4: 73,429 shares; 2025Q1: 73,692 shares; 2025Q2: 68,045 shares; 2025Q3: 69,008 shares; 2025Q4: 72,120 shares; 2026Q1: 79,589 shares 79,589 $5.25M 0.16% +7,469 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,848 shares; 2024Q4: 73,574 shares; 2025Q1: 29,645 shares; 2025Q2: 28,087 shares; 2025Q3: 28,168 shares; 2025Q4: 28,401 shares; 2026Q1: 26,880 shares 26,880 $5.22M 0.16% -1,521 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 11,499 shares; 2025Q1: 11,607 shares; 2025Q2: 11,492 shares; 2025Q3: 11,688 shares; 2025Q4: 11,819 shares; 2026Q1: 11,933 shares 11,933 $5.08M 0.15% +114 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,949 shares; 2024Q4: 31,560 shares; 2025Q1: 31,560 shares; 2025Q2: 22,500 shares; 2025Q3: 62,500 shares; 2025Q4: 86,000 shares; 2026Q1: 187,000 shares 187,000 $5.07M 0.15% +101,000 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,513 shares; 2024Q4: 100,732 shares; 2025Q1: 102,744 shares; 2025Q2: 105,451 shares; 2025Q3: 104,970 shares; 2025Q4: 103,524 shares; 2026Q1: 100,163 shares 100,163 $5.03M 0.15% -3,361 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,808 shares; 2025Q4: 207,276 shares; 2026Q1: 149,801 shares 149,801 $5.02M 0.15% -57,475 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,525 shares; 2025Q1: 7,035 shares; 2025Q2: 7,486 shares; 2025Q3: 7,397 shares; 2025Q4: 7,302 shares; 2026Q1: 7,201 shares 7,201 $5.02M 0.15% -101 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,165 shares; 2024Q4: 148,538 shares; 2025Q1: 154,982 shares; 2025Q2: 154,286 shares; 2025Q3: 160,022 shares; 2025Q4: 170,839 shares; 2026Q1: 171,224 shares 171,224 $4.96M 0.15% +385 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,617 shares; 2024Q4: 22,970 shares; 2025Q1: 23,839 shares; 2025Q2: 23,393 shares; 2025Q3: 23,279 shares; 2025Q4: 23,176 shares; 2026Q1: 23,726 shares 23,726 $4.96M 0.15% +550 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,013 shares; 2024Q4: 284,307 shares; 2025Q1: 266,167 shares; 2025Q2: 248,152 shares; 2025Q3: 234,233 shares; 2025Q4: 219,415 shares; 2026Q1: 212,787 shares 212,787 $4.94M 0.15% -6,628 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,361 shares; 2024Q4: 66,660 shares; 2025Q1: 68,878 shares; 2025Q2: 71,482 shares; 2025Q3: 75,880 shares; 2025Q4: 77,771 shares; 2026Q1: 86,874 shares 86,874 $4.94M 0.15% +9,103 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: 3,426 shares; 2025Q4: 37,117 shares; 2026Q1: 37,379 shares 37,379 $4.89M 0.15% +262 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,876 shares; 2024Q4: 30,166 shares; 2025Q1: 29,248 shares; 2025Q2: 29,059 shares; 2025Q3: 30,069 shares; 2025Q4: 32,876 shares; 2026Q1: 33,235 shares 33,235 $4.83M 0.15% +359 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,849 shares; 2024Q4: 34,755 shares; 2025Q1: 36,940 shares; 2025Q2: 40,446 shares; 2025Q3: 34,066 shares; 2025Q4: 32,347 shares; 2026Q1: 39,978 shares 39,978 $4.73M 0.14% +7,631 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,087 shares; 2024Q4: 9,190 shares; 2025Q1: 8,242 shares; 2025Q2: 9,521 shares; 2025Q3: 9,227 shares; 2025Q4: 8,916 shares; 2026Q1: 8,951 shares 8,951 $4.68M 0.14% +35 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,498 shares; 2024Q4: 20,509 shares; 2025Q1: 22,799 shares; 2025Q2: 21,183 shares; 2025Q3: 22,371 shares; 2025Q4: 24,088 shares; 2026Q1: 19,100 shares 19,100 $4.64M 0.14% -4,988 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,458 shares; 2024Q4: 40,953 shares; 2025Q1: 39,862 shares; 2025Q2: 50,240 shares; 2025Q3: 41,078 shares; 2025Q4: 36,291 shares; 2026Q1: 35,058 shares 35,058 $4.63M 0.14% -1,233 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,406 shares; 2024Q4: 30,737 shares; 2025Q1: 33,889 shares; 2025Q2: 32,538 shares; 2025Q3: 32,314 shares; 2025Q4: 32,079 shares; 2026Q1: 33,057 shares 33,057 $4.54M 0.14% +978 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,688 shares; 2024Q4: 36,257 shares; 2025Q1: 34,719 shares; 2025Q2: 36,621 shares; 2025Q3: 40,963 shares; 2025Q4: 38,430 shares; 2026Q1: 32,654 shares 32,654 $4.52M 0.14% -5,776 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 7,911 shares; 2025Q1: 7,228 shares; 2025Q2: 7,753 shares; 2025Q3: 26,635 shares; 2025Q4: 26,027 shares; 2026Q1: 25,279 shares 25,279 $4.41M 0.13% -748 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,533 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 181,693 shares; 2026Q1: 298,693 shares 298,693 $4.32M 0.13% +117,000 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,178 shares; 2024Q4: 45,277 shares; 2025Q1: 44,784 shares; 2025Q2: 41,544 shares; 2025Q3: 39,788 shares; 2025Q4: 39,369 shares; 2026Q1: 38,453 shares 38,453 $4.32M 0.13% -916 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,552 shares; 2024Q4: 36,720 shares; 2025Q1: 38,644 shares; 2025Q2: 35,801 shares; 2025Q3: 37,076 shares; 2025Q4: 38,920 shares; 2026Q1: 39,137 shares 39,137 $4.29M 0.13% +217 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,492 shares; 2024Q4: 20,682 shares; 2025Q1: 21,116 shares; 2025Q2: 19,130 shares; 2025Q3: 19,421 shares; 2025Q4: 20,368 shares; 2026Q1: 20,681 shares 20,681 $4.29M 0.13% +313 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,368 shares; 2024Q4: 17,327 shares; 2025Q1: 17,445 shares; 2025Q2: 16,253 shares; 2025Q3: 17,317 shares; 2025Q4: 18,794 shares; 2026Q1: 20,515 shares 20,515 $4.17M 0.13% +1,721 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,646 shares; 2024Q4: 45,751 shares; 2025Q1: 36,683 shares; 2025Q2: 49,548 shares; 2025Q3: 45,447 shares; 2025Q4: 46,724 shares; 2026Q1: 90,814 shares 90,814 $4.11M 0.13% +44,090 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,428 shares; 2024Q4: 16,331 shares; 2025Q1: 17,508 shares; 2025Q2: 16,212 shares; 2025Q3: 17,068 shares; 2025Q4: 17,131 shares; 2026Q1: 16,559 shares 16,559 $4.11M 0.13% -572 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 11,425 shares; 2025Q1: 12,064 shares; 2025Q2: 11,420 shares; 2025Q3: 11,420 shares; 2025Q4: 11,420 shares; 2026Q1: 11,420 shares 11,420 $4.07M 0.12% 0 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 177,858 shares; 2026Q1: 222,452 shares 222,452 $4.07M 0.12% +44,594 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,830 shares; 2024Q4: 13,831 shares; 2025Q1: 13,615 shares; 2025Q2: 14,028 shares; 2025Q3: 15,406 shares; 2025Q4: 15,613 shares; 2026Q1: 16,683 shares 16,683 $4.04M 0.12% +1,070 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,087 shares; 2024Q4: 61,062 shares; 2025Q1: 62,418 shares; 2025Q2: 55,337 shares; 2025Q3: 57,120 shares; 2025Q4: 57,299 shares; 2026Q1: 55,799 shares 55,799 $4.04M 0.12% -1,500 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,187 shares; 2024Q4: 13,048 shares; 2025Q1: 11,663 shares; 2025Q2: 10,465 shares; 2025Q3: 11,082 shares; 2025Q4: 11,231 shares; 2026Q1: 11,312 shares 11,312 $3.98M 0.12% +81 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,460 shares; 2024Q4: 16,514 shares; 2025Q1: 16,991 shares; 2025Q2: 15,272 shares; 2025Q3: 16,440 shares; 2025Q4: 16,547 shares; 2026Q1: 16,721 shares 16,721 $3.95M 0.12% +174 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,934 shares; 2024Q4: 24,208 shares; 2025Q1: 25,742 shares; 2025Q2: 24,843 shares; 2025Q3: 24,912 shares; 2025Q4: 24,911 shares; 2026Q1: 25,058 shares 25,058 $3.66M 0.11% +147 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,369 shares; 2025Q2: 41,875 shares; 2025Q3: 39,621 shares; 2025Q4: 40,672 shares; 2026Q1: 38,934 shares 38,934 $3.64M 0.11% -1,738 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,426 shares; 2024Q4: 35,426 shares; 2025Q1: 31,791 shares; 2025Q2: 35,061 shares; 2025Q3: 36,081 shares; 2025Q4: 37,049 shares; 2026Q1: 37,204 shares 37,204 $3.59M 0.11% +155 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 13,602 shares; 2025Q1: 14,412 shares; 2025Q2: 16,861 shares; 2025Q3: 16,834 shares; 2025Q4: 17,740 shares; 2026Q1: 18,027 shares 18,027 $3.55M 0.11% +287 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,066 shares; 2025Q2: 1,097 shares; 2025Q3: 1,090 shares; 2025Q4: 1,064 shares; 2026Q1: 1,047 shares 1,047 $3.54M 0.11% -17 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,800 shares; 2025Q4: 51,760 shares; 2026Q1: 35,892 shares 35,892 $3.51M 0.11% -15,868 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,187 shares; 2024Q4: 17,614 shares; 2025Q1: 27,801 shares; 2025Q2: 28,880 shares; 2025Q3: 47,967 shares; 2025Q4: 47,469 shares; 2026Q1: 39,648 shares 39,648 $3.5M 0.11% -7,821 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,077 shares; 2024Q4: 222,083 shares; 2025Q1: 350,614 shares; 2025Q2: 262,925 shares; 2025Q3: 332,853 shares; 2025Q4: 528,356 shares; 2026Q1: 916,289 shares 916,289 $3.45M 0.1% +387,933 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY 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: 190,000 shares; 2025Q4: 190,024 shares; 2026Q1: 251,877 shares 251,877 $3.4M 0.1% +61,853 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,975 shares; 2024Q4: 91,975 shares; 2025Q1: 91,975 shares; 2025Q2: 87,039 shares; 2025Q3: 87,039 shares; 2025Q4: 87,036 shares; 2026Q1: 87,036 shares 87,036 $3.38M 0.1% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,703 shares; 2024Q4: 56,666 shares; 2025Q1: 58,484 shares; 2025Q2: 61,455 shares; 2025Q3: 61,808 shares; 2025Q4: 62,772 shares; 2026Q1: 63,688 shares 63,688 $3.35M 0.1% +916 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,336 shares; 2025Q1: 8,520 shares; 2025Q2: 9,258 shares; 2025Q3: 8,783 shares; 2025Q4: 8,783 shares; 2026Q1: 8,387 shares 8,387 $3.29M 0.1% -396 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,009 shares; 2025Q1: 12,021 shares; 2025Q2: 11,922 shares; 2025Q3: 12,358 shares; 2025Q4: 10,314 shares; 2026Q1: 10,197 shares 10,197 $3.27M 0.1% -117 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,059 shares; 2024Q4: 9,935 shares; 2025Q1: 10,773 shares; 2025Q2: 10,963 shares; 2025Q3: 12,140 shares; 2025Q4: 12,360 shares; 2026Q1: 11,497 shares 11,497 $3.26M 0.1% -863 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,024 shares; 2024Q4: 35,356 shares; 2025Q1: 35,890 shares; 2025Q2: 34,258 shares; 2025Q3: 34,876 shares; 2025Q4: 36,281 shares; 2026Q1: 34,830 shares 34,830 $3.14M 0.1% -1,451 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,806 shares; 2024Q4: 146,009 shares; 2025Q1: 163,027 shares; 2025Q2: 125,589 shares; 2025Q3: 125,393 shares; 2025Q4: 130,639 shares; 2026Q1: 125,615 shares 125,615 $3.11M 0.09% -5,024 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 28,125 shares; 2025Q1: 32,388 shares; 2025Q2: 49,298 shares; 2025Q3: 58,726 shares; 2025Q4: 72,733 shares; 2026Q1: 79,442 shares 79,442 $3.05M 0.09% +6,709 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,491 shares; 2024Q4: 37,337 shares; 2025Q1: 37,016 shares; 2025Q2: 71,309 shares; 2025Q3: 26,139 shares; 2025Q4: 25,522 shares; 2026Q1: 25,163 shares 25,163 $3.05M 0.09% -359 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,267 shares; 2024Q4: 39,205 shares; 2025Q1: 49,669 shares; 2025Q2: 48,931 shares; 2025Q3: 51,551 shares; 2025Q4: 61,930 shares; 2026Q1: 58,585 shares 58,585 $3.01M 0.09% -3,345 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,528 shares; 2025Q4: 77,025 shares; 2026Q1: 52,898 shares 52,898 $2.99M 0.09% -24,127 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,702 shares; 2024Q4: 59,702 shares; 2025Q1: 62,525 shares; 2025Q2: 79,711 shares; 2025Q3: 81,041 shares; 2025Q4: 81,041 shares; 2026Q1: 81,041 shares 81,041 $2.97M 0.09% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,313 shares; 2024Q4: 65,339 shares; 2025Q1: 64,332 shares; 2025Q2: 37,336 shares; 2025Q3: 35,854 shares; 2025Q4: 65,712 shares; 2026Q1: 63,911 shares 63,911 $2.93M 0.09% -1,801 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,140 shares; 2024Q4: 49,435 shares; 2025Q1: 27,814 shares; 2025Q2: 25,069 shares; 2025Q3: 26,306 shares; 2025Q4: 42,792 shares; 2026Q1: 94,455 shares 94,455 $2.9M 0.09% +51,663 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,529 shares; 2024Q4: 29,596 shares; 2025Q1: 32,785 shares; 2025Q2: 30,184 shares; 2025Q3: 29,962 shares; 2025Q4: 30,907 shares; 2026Q1: 33,359 shares 33,359 $2.9M 0.09% +2,452 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,170 shares; 2025Q1: 15,968 shares; 2025Q2: 14,625 shares; 2025Q3: 14,765 shares; 2025Q4: 14,116 shares; 2026Q1: 12,398 shares 12,398 $2.86M 0.09% -1,718 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,917 shares; 2024Q4: 60,573 shares; 2025Q1: 62,014 shares; 2025Q2: 65,160 shares; 2025Q3: 65,540 shares; 2025Q4: 68,715 shares; 2026Q1: 62,858 shares 62,858 $2.85M 0.09% -5,857 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,411 shares; 2024Q4: 46,843 shares; 2025Q1: 48,431 shares; 2025Q2: 47,670 shares; 2025Q3: 79,401 shares; 2025Q4: 79,584 shares; 2026Q1: 79,916 shares 79,916 $2.83M 0.09% +332 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,247 shares; 2025Q4: 130,596 shares; 2026Q1: 92,413 shares 92,413 $2.78M 0.08% -38,183 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,098 shares; 2024Q4: 8,314 shares; 2025Q1: 10,001 shares; 2025Q2: 9,784 shares; 2025Q3: 9,784 shares; 2025Q4: 9,654 shares; 2026Q1: 9,205 shares 9,205 $2.75M 0.08% -449 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,687 shares; 2026Q1: 146,687 shares 146,687 $2.75M 0.08% -10,000 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 3,063 shares; 2025Q1: 2,871 shares; 2025Q2: 2,943 shares; 2025Q3: 2,992 shares; 2025Q4: 2,815 shares; 2026Q1: 3,031 shares 3,031 $2.65M 0.08% +216 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,145 shares; 2025Q1: 4,975 shares; 2025Q2: 4,551 shares; 2025Q3: 4,478 shares; 2025Q4: 4,613 shares; 2026Q1: 28,807 shares 28,807 $2.62M 0.08% +24,194 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,966 shares; 2024Q4: 14,360 shares; 2025Q1: 13,951 shares; 2025Q2: 13,780 shares; 2025Q3: 13,731 shares; 2025Q4: 13,881 shares; 2026Q1: 13,635 shares 13,635 $2.62M 0.08% -246 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,128 shares; 2026Q1: 20,529 shares 20,529 $2.6M 0.08% -599 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,266 shares; 2024Q4: 17,438 shares; 2025Q1: 15,271 shares; 2025Q2: 22,621 shares; 2025Q3: 22,592 shares; 2025Q4: 23,314 shares; 2026Q1: 25,339 shares 25,339 $2.59M 0.08% +2,025 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,009 shares; 2024Q4: 35,940 shares; 2025Q1: 37,569 shares; 2025Q2: 38,505 shares; 2025Q3: 38,640 shares; 2025Q4: 40,458 shares; 2026Q1: 41,662 shares 41,662 $2.52M 0.08% +1,204 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 8,036 shares; 2025Q1: 7,414 shares; 2025Q2: 8,247 shares; 2025Q3: 7,936 shares; 2025Q4: 7,570 shares; 2026Q1: 21,631 shares 21,631 $2.5M 0.08% +14,061 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 4,144 shares; 2025Q1: 3,658 shares; 2025Q2: 3,659 shares; 2025Q3: 3,933 shares; 2025Q4: 4,527 shares; 2026Q1: 5,718 shares 5,718 $2.5M 0.08% +1,191 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,772 shares; 2024Q4: 19,838 shares; 2025Q1: 19,814 shares; 2025Q2: 19,769 shares; 2025Q3: 19,225 shares; 2025Q4: 18,631 shares; 2026Q1: 18,042 shares 18,042 $2.5M 0.08% -589 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,752 shares; 2024Q4: 13,697 shares; 2025Q1: 13,661 shares; 2025Q2: 13,635 shares; 2025Q3: 13,680 shares; 2025Q4: 14,069 shares; 2026Q1: 14,300 shares 14,300 $2.48M 0.08% +231 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,551 shares 66,551 $2.45M 0.07% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,162 shares; 2024Q4: 9,489 shares; 2025Q1: 11,107 shares; 2025Q2: 11,398 shares; 2025Q3: 11,447 shares; 2025Q4: 12,912 shares; 2026Q1: 11,959 shares 11,959 $2.35M 0.07% -953 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,604 shares; 2024Q4: 25,607 shares; 2025Q1: 20,669 shares; 2025Q2: 20,330 shares; 2025Q3: 20,499 shares; 2025Q4: 19,558 shares; 2026Q1: 16,179 shares 16,179 $2.34M 0.07% -3,379 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,972 shares; 2024Q4: 35,472 shares; 2025Q1: 36,093 shares; 2025Q2: 20,950 shares; 2025Q3: 22,069 shares; 2025Q4: 21,195 shares; 2026Q1: 20,370 shares 20,370 $2.31M 0.07% -825 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,907 shares; 2024Q4: 9,935 shares; 2025Q1: 9,950 shares; 2025Q2: 9,642 shares; 2025Q3: 9,450 shares; 2025Q4: 9,686 shares; 2026Q1: 9,398 shares 9,398 $2.29M 0.07% -288 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,226 shares; 2024Q4: 36,686 shares; 2025Q1: 37,501 shares; 2025Q2: 35,599 shares; 2025Q3: 33,477 shares; 2025Q4: 32,859 shares; 2026Q1: 32,373 shares 32,373 $2.26M 0.07% -486 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,214 shares; 2025Q1: 3,072 shares; 2025Q2: 3,046 shares; 2025Q3: 3,404 shares; 2025Q4: 3,428 shares; 2026Q1: 3,621 shares 3,621 $2.23M 0.07% +193 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811,238 shares; 2024Q4: 611,238 shares; 2025Q1: 611,238 shares; 2025Q2: 596,788 shares; 2025Q3: 536,788 shares; 2025Q4: 536,788 shares; 2026Q1: 536,788 shares 536,788 $2.21M 0.07% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,858 shares; 2024Q4: 25,285 shares; 2025Q1: 25,184 shares; 2025Q2: 24,008 shares; 2025Q3: 24,170 shares; 2025Q4: 25,166 shares; 2026Q1: 25,289 shares 25,289 $2.19M 0.07% +123 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 2,116 shares; 2025Q1: 2,911 shares; 2025Q2: 2,917 shares; 2025Q3: 5,621 shares; 2025Q4: 5,218 shares; 2026Q1: 5,587 shares 5,587 $2.18M 0.07% +369 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,879 shares; 2025Q4: 141,379 shares; 2026Q1: 221,379 shares 221,379 $2.17M 0.07% +80,000 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,060 shares; 2024Q4: 15,576 shares; 2025Q1: 14,790 shares; 2025Q2: 14,950 shares; 2025Q3: 47,124 shares; 2025Q4: 46,659 shares; 2026Q1: 32,030 shares 32,030 $2.16M 0.07% -14,629 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.07% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,028 shares; 2024Q4: 20,029 shares; 2025Q1: 20,031 shares; 2025Q2: 19,545 shares; 2025Q3: 19,548 shares; 2025Q4: 19,551 shares; 2026Q1: 18,701 shares 18,701 $2.12M 0.06% -850 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 3,840 shares; 2025Q1: 4,352 shares; 2025Q2: 4,649 shares; 2025Q3: 5,482 shares; 2025Q4: 5,764 shares; 2026Q1: 6,061 shares 6,061 $2.05M 0.06% +297 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,644 shares; 2024Q4: 17,549 shares; 2025Q1: 17,598 shares; 2025Q2: 16,880 shares; 2025Q3: 16,708 shares; 2025Q4: 33,448 shares; 2026Q1: 33,302 shares 33,302 $2.04M 0.06% -146 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 5,616 shares; 2025Q1: 5,590 shares; 2025Q2: 5,450 shares; 2025Q3: 5,464 shares; 2025Q4: 5,688 shares; 2026Q1: 5,688 shares 5,688 $2.03M 0.06% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,267 shares; 2025Q1: 12,696 shares; 2025Q2: 12,575 shares; 2025Q3: 12,667 shares; 2025Q4: 13,235 shares; 2026Q1: 13,849 shares 13,849 $2.03M 0.06% +614 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,077 shares 43,077 $2M 0.06% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,743 shares; 2025Q4: 31,003 shares; 2026Q1: 20,924 shares 20,924 $2M 0.06% -10,079 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,200 shares; 2024Q4: 442,500 shares; 2025Q1: 442,500 shares; 2025Q2: 442,500 shares; 2025Q3: 442,500 shares; 2025Q4: 442,500 shares; 2026Q1: 442,500 shares 442,500 $1.99M 0.06% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 6,425 shares; 2025Q1: 6,428 shares; 2025Q2: 6,422 shares; 2025Q3: 6,434 shares; 2025Q4: 6,437 shares; 2026Q1: 6,907 shares 6,907 $1.98M 0.06% +470 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,176 shares 15,176 $1.97M 0.06% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,742 shares; 2024Q4: 24,616 shares; 2025Q1: 24,392 shares; 2025Q2: 22,216 shares; 2025Q3: 22,108 shares; 2025Q4: 20,523 shares; 2026Q1: 19,426 shares 19,426 $1.94M 0.06% -1,097 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,990 shares; 2024Q4: 98,555 shares; 2025Q1: 84,846 shares; 2025Q2: 69,965 shares; 2025Q3: 70,018 shares; 2025Q4: 69,688 shares; 2026Q1: 74,984 shares 74,984 $1.92M 0.06% +5,296 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 8,610 shares; 2025Q1: 8,640 shares; 2025Q2: 8,927 shares; 2025Q3: 8,901 shares; 2025Q4: 52,786 shares; 2026Q1: 34,407 shares 34,407 $1.92M 0.06% -18,379 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,788 shares; 2025Q1: 2,761 shares; 2025Q2: 7,737 shares; 2025Q3: 7,916 shares; 2025Q4: 7,996 shares; 2026Q1: 8,649 shares 8,649 $1.85M 0.06% +653 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 5,418 shares; 2025Q1: 5,183 shares; 2025Q2: 7,292 shares; 2025Q3: 7,511 shares; 2025Q4: 14,786 shares; 2026Q1: 13,461 shares 13,461 $1.79M 0.05% -1,325 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 6,451 shares; 2025Q1: 10,076 shares; 2025Q2: 7,454 shares; 2025Q3: 9,704 shares; 2025Q4: 7,841 shares; 2026Q1: 8,130 shares 8,130 $1.75M 0.05% +289 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 7,683 shares; 2025Q1: 7,688 shares; 2025Q2: 7,750 shares; 2025Q3: 8,121 shares; 2025Q4: 7,270 shares; 2026Q1: 8,062 shares 8,062 $1.72M 0.05% +792 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,779 shares; 2024Q4: 24,508 shares; 2025Q1: 31,655 shares; 2025Q2: 39,285 shares; 2025Q3: 39,671 shares; 2025Q4: 39,574 shares; 2026Q1: 39,460 shares 39,460 $1.67M 0.05% -114 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,714 shares; 2024Q4: 31,967 shares; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: 4,965 shares; 2025Q4: 4,976 shares; 2026Q1: 5,202 shares 5,202 $1.63M 0.05% +226 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 15,697 shares; 2025Q1: 15,197 shares; 2025Q2: 14,187 shares; 2025Q3: 14,544 shares; 2025Q4: 15,170 shares; 2026Q1: 23,085 shares 23,085 $1.62M 0.05% +7,915 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,823 shares 89,823 $1.62M 0.05% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,481 shares; 2024Q4: 81,784 shares; 2025Q1: 89,185 shares; 2025Q2: 82,101 shares; 2025Q3: 78,611 shares; 2025Q4: 78,488 shares; 2026Q1: 83,752 shares 83,752 $1.61M 0.05% +5,264 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,725 shares 50,725 $1.58M 0.05% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 7,764 shares; 2025Q1: 9,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,221 shares; 2026Q1: 25,504 shares 25,504 $1.56M 0.05% +18,283 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,985 shares; 2025Q4: 86,413 shares; 2026Q1: 53,575 shares 53,575 $1.54M 0.05% -32,838 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,702 shares; 2026Q1: 7,738 shares 7,738 $1.53M 0.05% -1,964 Timeline LGN LEGENCE CORP More: the full row for LEGENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,785 shares; 2026Q1: 26,785 shares 26,785 $1.51M 0.05% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,467 shares; 2024Q4: 10,470 shares; 2025Q1: 11,475 shares; 2025Q2: 11,479 shares; 2025Q3: 8,257 shares; 2025Q4: 8,258 shares; 2026Q1: 8,260 shares 8,260 $1.5M 0.05% +2 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 10,550 shares; 2025Q1: 10,831 shares; 2025Q2: 10,814 shares; 2025Q3: 10,285 shares; 2025Q4: 10,239 shares; 2026Q1: 10,091 shares 10,091 $1.49M 0.05% -148 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,144 shares 57,144 $1.48M 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,996 shares; 2024Q4: 9,251 shares; 2025Q1: 8,464 shares; 2025Q2: 7,717 shares; 2025Q3: 8,172 shares; 2025Q4: 8,142 shares; 2026Q1: 7,390 shares 7,390 $1.47M 0.04% -752 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,927 shares; 2025Q4: 20,741 shares; 2026Q1: 12,173 shares 12,173 $1.44M 0.04% -8,568 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,186 shares; 2024Q4: 27,148 shares; 2025Q1: 25,768 shares; 2025Q2: 29,601 shares; 2025Q3: 10,481 shares; 2025Q4: 9,646 shares; 2026Q1: 9,237 shares 9,237 $1.43M 0.04% -409 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,402 shares 14,402 $1.43M 0.04% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 4,664 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,430 shares; 2025Q4: 4,428 shares; 2026Q1: 4,828 shares 4,828 $1.4M 0.04% +400 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,211 shares; 2024Q4: 128,629 shares; 2025Q1: 132,187 shares; 2025Q2: 104,855 shares; 2025Q3: 124,732 shares; 2025Q4: 48,907 shares; 2026Q1: 49,665 shares 49,665 $1.39M 0.04% +758 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,067 shares; 2024Q4: 35,414 shares; 2025Q1: 36,651 shares; 2025Q2: 35,458 shares; 2025Q3: 31,427 shares; 2025Q4: 31,087 shares; 2026Q1: 27,497 shares 27,497 $1.37M 0.04% -3,590 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,681 shares; 2025Q2: 61,599 shares; 2025Q3: 61,627 shares; 2025Q4: 61,549 shares; 2026Q1: 61,514 shares 61,514 $1.35M 0.04% -35 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 174,000 shares; 2025Q3: 99,007 shares; 2025Q4: 41,212 shares; 2026Q1: 116,200 shares 116,200 $1.33M 0.04% +74,988 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 9,415 shares; 2026Q1: 8,521 shares 8,521 $1.29M 0.04% -894 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,687 shares; 2024Q4: 9,627 shares; 2025Q1: 9,097 shares; 2025Q2: 6,875 shares; 2025Q3: 9,312 shares; 2025Q4: 10,019 shares; 2026Q1: 10,956 shares 10,956 $1.26M 0.04% +937 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 41,681 shares; 2025Q1: 31,264 shares; 2025Q2: 31,062 shares; 2025Q3: 32,882 shares; 2025Q4: 30,150 shares; 2026Q1: 28,347 shares 28,347 $1.25M 0.04% -1,803 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,994 shares; 2024Q4: 7,518 shares; 2025Q1: 6,923 shares; 2025Q2: 5,764 shares; 2025Q3: 8,747 shares; 2025Q4: 8,633 shares; 2026Q1: 8,650 shares 8,650 $1.21M 0.04% +17 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,925 shares; 2024Q4: 9,583 shares; 2025Q1: 12,888 shares; 2025Q2: 12,427 shares; 2025Q3: 12,360 shares; 2025Q4: 19,003 shares; 2026Q1: 15,782 shares 15,782 $1.19M 0.04% -3,221 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,702 shares; 2024Q4: 11,616 shares; 2025Q1: 26,395 shares; 2025Q2: 123,329 shares; 2025Q3: 125,461 shares; 2025Q4: 51,678 shares; 2026Q1: 48,100 shares 48,100 $1.15M 0.03% -3,578 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 5,165 shares; 2025Q1: 5,263 shares; 2025Q2: 5,453 shares; 2025Q3: 5,387 shares; 2025Q4: 5,394 shares; 2026Q1: 5,513 shares 5,513 $1.14M 0.03% +119 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,783 shares; 2025Q4: 74,806 shares; 2026Q1: 79,205 shares 79,205 $1.13M 0.03% +4,399 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,367 shares; 2025Q1: 8,109 shares; 2025Q2: 8,228 shares; 2025Q3: 9,938 shares; 2025Q4: 9,755 shares; 2026Q1: 8,711 shares 8,711 $1.1M 0.03% -1,044 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,905 shares; 2025Q4: 2,439 shares; 2026Q1: 11,617 shares 11,617 $1.07M 0.03% +9,178 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,706 shares; 2026Q1: 28,706 shares 28,706 $1.05M 0.03% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,040 shares; 2026Q1: 25,014 shares 25,014 $1.04M 0.03% -26 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,979 shares; 2024Q4: 87,590 shares; 2025Q1: 78,804 shares; 2025Q2: 59,205 shares; 2025Q3: 59,250 shares; 2025Q4: 56,182 shares; 2026Q1: 54,798 shares 54,798 $1.03M 0.03% -1,384 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,689 shares; 2024Q4: 60,458 shares; 2025Q1: 59,390 shares; 2025Q2: 58,181 shares; 2025Q3: 55,232 shares; 2025Q4: 53,954 shares; 2026Q1: 41,499 shares 41,499 $1.01M 0.03% -12,455 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,190 shares; 2024Q4: 32,386 shares; 2025Q1: 32,386 shares; 2025Q2: 29,807 shares; 2025Q3: 27,213 shares; 2025Q4: 24,196 shares; 2026Q1: 21,019 shares 21,019 $1.01M 0.03% -3,177 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,318 shares; 2024Q4: 10,355 shares; 2025Q1: 10,386 shares; 2025Q2: 7,479 shares; 2025Q3: 7,479 shares; 2025Q4: 7,476 shares; 2026Q1: 7,459 shares 7,459 $985K 0.03% -17 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,154 shares; 2024Q4: 24,537 shares; 2025Q1: 14,540 shares; 2025Q2: 14,528 shares; 2025Q3: 10,063 shares; 2025Q4: 10,061 shares; 2026Q1: 10,020 shares 10,020 $979K 0.03% -41 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,093 shares; 2025Q1: 1,855 shares; 2025Q2: 1,825 shares; 2025Q3: 2,918 shares; 2025Q4: 3,218 shares; 2026Q1: 3,794 shares 3,794 $977K 0.03% +576 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 428 shares; 2025Q3: 478 shares; 2025Q4: 683 shares; 2026Q1: 730 shares 730 $964K 0.03% +47 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 10,033 shares; 2025Q1: 11,031 shares; 2025Q2: 10,865 shares; 2025Q3: 13,740 shares; 2025Q4: 17,782 shares; 2026Q1: 17,804 shares 17,804 $964K 0.03% +22 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,974 shares; 2025Q4: 14,123 shares; 2026Q1: 10,177 shares 10,177 $956K 0.03% -3,946 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,950 shares; 2025Q4: 32,208 shares; 2026Q1: 20,270 shares 20,270 $953K 0.03% -11,938 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,645 shares; 2024Q4: 34,043 shares; 2025Q1: 33,383 shares; 2025Q2: 34,805 shares; 2025Q3: 34,805 shares; 2025Q4: 36,821 shares; 2026Q1: 33,936 shares 33,936 $945K 0.03% -2,885 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,105 shares; 2025Q4: 52,527 shares; 2026Q1: 37,245 shares 37,245 $941K 0.03% -15,282 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,723 shares; 2025Q4: 60,420 shares; 2026Q1: 42,835 shares 42,835 $938K 0.03% -17,585 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,047 shares; 2025Q4: 63,185 shares; 2026Q1: 44,799 shares 44,799 $938K 0.03% -18,386 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,798 shares; 2025Q4: 52,166 shares; 2026Q1: 36,980 shares 36,980 $937K 0.03% -15,186 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 10,674 shares; 2025Q1: 10,674 shares; 2025Q2: 10,674 shares; 2025Q3: 10,674 shares; 2025Q4: 10,674 shares; 2026Q1: 10,674 shares 10,674 $912K 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,221 shares; 2024Q4: 32,720 shares; 2025Q1: 22,249 shares; 2025Q2: 24,104 shares; 2025Q3: 57,057 shares; 2025Q4: 24,924 shares; 2026Q1: 24,651 shares 24,651 $906K 0.03% -273 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 767 shares; 2025Q1: 728 shares; 2025Q2: 920 shares; 2025Q3: 741 shares; 2025Q4: 761 shares; 2026Q1: 1,323 shares 1,323 $903K 0.03% +562 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,498 shares; 2025Q1: 4,527 shares; 2025Q2: 4,443 shares; 2025Q3: 4,785 shares; 2025Q4: 989 shares; 2026Q1: 884 shares 884 $867K 0.03% -105 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 6,190 shares; 2025Q1: 5,443 shares; 2025Q2: 5,100 shares; 2025Q3: 7,530 shares; 2025Q4: 8,255 shares; 2026Q1: 11,580 shares 11,580 $861K 0.03% +3,325 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 907 shares; 2025Q1: 834 shares; 2025Q2: 723 shares; 2025Q3: 859 shares; 2025Q4: 854 shares; 2026Q1: 1,017 shares 1,017 $860K 0.03% +163 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,685 shares; 2025Q4: 53,347 shares; 2026Q1: 36,818 shares 36,818 $856K 0.03% -16,529 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,205 shares; 2024Q4: 18,205 shares; 2025Q1: 18,205 shares; 2025Q2: 22,512 shares; 2025Q3: 23,312 shares; 2025Q4: 19,885 shares; 2026Q1: 23,152 shares 23,152 $852K 0.03% +3,267 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 6,830 shares; 2025Q1: 9,084 shares; 2025Q2: 8,597 shares; 2025Q3: 8,349 shares; 2025Q4: 9,287 shares; 2026Q1: 9,222 shares 9,222 $850K 0.03% -65 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,764 shares; 2024Q4: 17,764 shares; 2025Q1: 17,764 shares; 2025Q2: 17,764 shares; 2025Q3: 17,764 shares; 2025Q4: 17,764 shares; 2026Q1: 18,264 shares 18,264 $843K 0.03% +500 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,910 shares; 2025Q1: 3,348 shares; 2025Q2: 3,342 shares; 2025Q3: 3,259 shares; 2025Q4: 2,945 shares; 2026Q1: 2,684 shares 2,684 $842K 0.03% -261 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,117 shares; 2025Q1: 3,080 shares; 2025Q2: 3,074 shares; 2025Q3: 5,335 shares; 2025Q4: 4,051 shares; 2026Q1: 3,861 shares 3,861 $839K 0.03% -190 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,808 shares; 2025Q1: 1,945 shares; 2025Q2: 1,908 shares; 2025Q3: 1,907 shares; 2025Q4: 1,922 shares; 2026Q1: 1,929 shares 1,929 $837K 0.03% +7 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,750 shares; 2025Q1: 3,484 shares; 2025Q2: 3,268 shares; 2025Q3: 3,263 shares; 2025Q4: 5,097 shares; 2026Q1: 5,436 shares 5,436 $830K 0.03% +339 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,178 shares; 2024Q4: 23,698 shares; 2025Q1: 5,698 shares; 2025Q2: 6,250 shares; 2025Q3: 7,476 shares; 2025Q4: 9,165 shares; 2026Q1: 8,982 shares 8,982 $824K 0.03% -183 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,926 shares; 2025Q1: 9,926 shares; 2025Q2: 9,981 shares; 2025Q3: 12,031 shares; 2025Q4: 12,482 shares; 2026Q1: 11,953 shares 11,953 $814K 0.02% -529 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,923 shares; 2024Q4: 38,755 shares; 2025Q1: 30,614 shares; 2025Q2: 32,348 shares; 2025Q3: 30,911 shares; 2025Q4: 32,147 shares; 2026Q1: 32,392 shares 32,392 $813K 0.02% +245 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 192 shares; 2025Q1: 175 shares; 2025Q2: 180 shares; 2025Q3: 176 shares; 2025Q4: 179 shares; 2026Q1: 192 shares 192 $808K 0.02% +13 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 914 shares; 2025Q1: 1,313 shares; 2025Q2: 1,296 shares; 2025Q3: 2,976 shares; 2025Q4: 2,546 shares; 2026Q1: 2,649 shares 2,649 $801K 0.02% +103 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,837 shares; 2024Q4: 316,977 shares; 2025Q1: 339,554 shares; 2025Q2: 261,428 shares; 2025Q3: 219,303 shares; 2025Q4: 29,048 shares; 2026Q1: 27,643 shares 27,643 $794K 0.02% -1,405 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,273 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,779 shares; 2025Q4: 2,963 shares; 2026Q1: 2,890 shares 2,890 $787K 0.02% -73 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,864 shares; 2024Q4: 15,951 shares; 2025Q1: 14,984 shares; 2025Q2: 14,988 shares; 2025Q3: 15,509 shares; 2025Q4: 15,509 shares; 2026Q1: 15,834 shares 15,834 $782K 0.02% +325 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,989 shares; 2025Q4: not reported; 2026Q1: 6,275 shares 6,275 $770K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,345 shares; 2025Q1: 3,488 shares; 2025Q2: 3,370 shares; 2025Q3: 4,418 shares; 2025Q4: 5,780 shares; 2026Q1: 5,879 shares 5,879 $770K 0.02% +99 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 389 shares; 2025Q1: 390 shares; 2025Q2: 393 shares; 2025Q3: 436 shares; 2025Q4: 439 shares; 2026Q1: 445 shares 445 $769K 0.02% +6 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 15,055 shares; 2025Q1: 11,225 shares; 2025Q2: 1,859 shares; 2025Q3: 2,584 shares; 2025Q4: 2,330 shares; 2026Q1: 2,416 shares 2,416 $769K 0.02% +86 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,624 shares 2,624 $762K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,093 shares; 2025Q3: 18,175 shares; 2025Q4: 21,187 shares; 2026Q1: 3,207 shares 3,207 $762K 0.02% -17,980 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 6,463 shares; 2025Q1: 5,998 shares; 2025Q2: 5,774 shares; 2025Q3: 14,021 shares; 2025Q4: 14,037 shares; 2026Q1: 14,586 shares 14,586 $759K 0.02% +549 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 7,048 shares; 2025Q1: 6,870 shares; 2025Q2: 6,739 shares; 2025Q3: 6,675 shares; 2025Q4: 6,674 shares; 2026Q1: 6,469 shares 6,469 $757K 0.02% -205 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,297 shares 21,297 $756K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 6,770 shares; 2025Q1: 5,044 shares; 2025Q2: 5,664 shares; 2025Q3: 8,672 shares; 2025Q4: 8,449 shares; 2026Q1: 8,045 shares 8,045 $756K 0.02% -404 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,968 shares; 2026Q1: 79,428 shares 79,428 $750K 0.02% +17,460 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,293 shares; 2024Q4: 11,344 shares; 2025Q1: 15,323 shares; 2025Q2: 14,871 shares; 2025Q3: 14,723 shares; 2025Q4: 14,714 shares; 2026Q1: 10,509 shares 10,509 $750K 0.02% -4,205 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,340 shares; 2024Q4: not reported; 2025Q1: 6,830 shares; 2025Q2: 6,830 shares; 2025Q3: 7,682 shares; 2025Q4: 7,725 shares; 2026Q1: 7,657 shares 7,657 $745K 0.02% -68 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,277 shares; 2025Q4: 2,224 shares; 2026Q1: 2,903 shares 2,903 $717K 0.02% +679 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,687 shares; 2025Q1: 25,107 shares; 2025Q2: 36,787 shares; 2025Q3: 56,188 shares; 2025Q4: 50,703 shares; 2026Q1: 44,846 shares 44,846 $710K 0.02% -5,857 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,901 shares; 2024Q4: 12,025 shares; 2025Q1: 11,882 shares; 2025Q2: 11,882 shares; 2025Q3: 12,866 shares; 2025Q4: 12,653 shares; 2026Q1: 12,600 shares 12,600 $710K 0.02% -53 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,150 shares; 2025Q1: 2,127 shares; 2025Q2: 2,458 shares; 2025Q3: 3,009 shares; 2025Q4: 2,453 shares; 2026Q1: 2,470 shares 2,470 $709K 0.02% +17 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,300 shares; 2025Q1: 5,442 shares; 2025Q2: 5,271 shares; 2025Q3: 5,593 shares; 2025Q4: 5,677 shares; 2026Q1: 4,851 shares 4,851 $707K 0.02% -826 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,160 shares; 2025Q1: not reported; 2025Q2: 22,597 shares; 2025Q3: 21,767 shares; 2025Q4: 18,306 shares; 2026Q1: 18,082 shares 18,082 $705K 0.02% -224 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,914 shares; 2026Q1: 7,914 shares 7,914 $703K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,636 shares; 2024Q4: 2,656 shares; 2025Q1: 2,622 shares; 2025Q2: 2,415 shares; 2025Q3: 3,329 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares 3,316 $700K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,853 shares; 2025Q1: 7,221 shares; 2025Q2: 6,935 shares; 2025Q3: 8,162 shares; 2025Q4: 7,352 shares; 2026Q1: 9,045 shares 9,045 $697K 0.02% +1,693 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,962 shares 51,962 $691K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 3,799 shares; 2025Q1: 3,788 shares; 2025Q2: 3,770 shares; 2025Q3: 4,114 shares; 2025Q4: 3,966 shares; 2026Q1: 3,767 shares 3,767 $686K 0.02% -199 Timeline AVBC AVIDIA BANCORP INC More: the full row for AVIDIA BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,751 shares; 2025Q4: 34,751 shares; 2026Q1: 34,754 shares 34,754 $684K 0.02% +3 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 4,977 shares; 2025Q1: 5,114 shares; 2025Q2: 5,712 shares; 2025Q3: 6,009 shares; 2025Q4: 6,949 shares; 2026Q1: 6,951 shares 6,951 $676K 0.02% +2 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,856 shares; 2025Q1: 7,358 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,320 shares; 2026Q1: 7,320 shares 7,320 $675K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,491 shares; 2024Q4: 5,039 shares; 2025Q1: 5,035 shares; 2025Q2: 5,032 shares; 2025Q3: 5,144 shares; 2025Q4: 4,440 shares; 2026Q1: 4,421 shares 4,421 $667K 0.02% -19 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,498 shares; 2025Q4: 35,770 shares; 2026Q1: 13,715 shares 13,715 $663K 0.02% -22,055 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,447 shares; 2025Q4: 23,531 shares; 2026Q1: 13,739 shares 13,739 $654K 0.02% -9,792 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,950 shares; 2025Q2: 2,673 shares; 2025Q3: 2,690 shares; 2025Q4: 2,281 shares; 2026Q1: 2,021 shares 2,021 $652K 0.02% -260 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,664 shares; 2026Q1: 1,879 shares 1,879 $649K 0.02% +215 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,870 shares; 2024Q4: 47,964 shares; 2025Q1: 15,633 shares; 2025Q2: 19,488 shares; 2025Q3: 10,652 shares; 2025Q4: 9,896 shares; 2026Q1: 10,612 shares 10,612 $644K 0.02% +716 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,172 shares; 2025Q4: 30,172 shares; 2026Q1: 15,133 shares 15,133 $642K 0.02% -15,039 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,157 shares; 2025Q1: 2,133 shares; 2025Q2: 2,135 shares; 2025Q3: 2,120 shares; 2025Q4: 2,146 shares; 2026Q1: 2,288 shares 2,288 $636K 0.02% +142 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,020 shares; 2024Q4: 42,186 shares; 2025Q1: 43,190 shares; 2025Q2: 38,442 shares; 2025Q3: 40,023 shares; 2025Q4: 7,628 shares; 2026Q1: 7,393 shares 7,393 $630K 0.02% -235 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 8,236 shares; 2025Q1: 7,204 shares; 2025Q2: 7,945 shares; 2025Q3: 10,250 shares; 2025Q4: 10,761 shares; 2026Q1: 8,725 shares 8,725 $628K 0.02% -2,036 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,196 shares; 2024Q4: 10,297 shares; 2025Q1: 3,026 shares; 2025Q2: 1,312 shares; 2025Q3: 1,183 shares; 2025Q4: 2,885 shares; 2026Q1: 2,986 shares 2,986 $627K 0.02% +101 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 8,837 shares; 2025Q1: 8,772 shares; 2025Q2: 8,877 shares; 2025Q3: 11,049 shares; 2025Q4: 8,787 shares; 2026Q1: 8,576 shares 8,576 $621K 0.02% -211 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 887 shares; 2025Q1: 892 shares; 2025Q2: 920 shares; 2025Q3: 1,315 shares; 2025Q4: 5,700 shares; 2026Q1: 5,758 shares 5,758 $602K 0.02% +58 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,258 shares; 2024Q4: 23,258 shares; 2025Q1: 23,258 shares; 2025Q2: 23,258 shares; 2025Q3: 23,258 shares; 2025Q4: 23,258 shares; 2026Q1: 23,258 shares 23,258 $596K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,772 shares; 2024Q4: 6,924 shares; 2025Q1: 6,842 shares; 2025Q2: 6,819 shares; 2025Q3: 6,909 shares; 2025Q4: 7,013 shares; 2026Q1: 7,064 shares 7,064 $591K 0.02% +51 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,437 shares; 2025Q1: 2,251 shares; 2025Q2: 2,092 shares; 2025Q3: 3,769 shares; 2025Q4: 3,471 shares; 2026Q1: 4,980 shares 4,980 $591K 0.02% +1,509 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,353 shares; 2025Q1: 288,129 shares; 2025Q2: 387,514 shares; 2025Q3: 179,550 shares; 2025Q4: 99,763 shares; 2026Q1: 99,763 shares 99,763 $590K 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 2,560 shares; 2025Q4: 2,469 shares; 2026Q1: 2,447 shares 2,447 $586K 0.02% -22 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 4,926 shares; 2026Q1: 4,926 shares 4,926 $584K 0.02% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,383 shares; 2024Q4: 46,433 shares; 2025Q1: 31,657 shares; 2025Q2: 15,561 shares; 2025Q3: 10,102 shares; 2025Q4: 10,279 shares; 2026Q1: 10,281 shares 10,281 $581K 0.02% +2 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,666 shares; 2024Q4: 8,807 shares; 2025Q1: 1,596 shares; 2025Q2: not reported; 2025Q3: 4,361 shares; 2025Q4: 4,676 shares; 2026Q1: 4,621 shares 4,621 $580K 0.02% -55 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 3,566 shares; 2025Q1: 3,443 shares; 2025Q2: 3,431 shares; 2025Q3: 3,182 shares; 2025Q4: 3,133 shares; 2026Q1: 3,040 shares 3,040 $576K 0.02% -93 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES 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: 12,116 shares; 2025Q3: 12,122 shares; 2025Q4: 12,120 shares; 2026Q1: 12,116 shares 12,116 $576K 0.02% -4 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,182 shares; 2024Q4: 47,182 shares; 2025Q1: 47,162 shares; 2025Q2: 47,162 shares; 2025Q3: 44,815 shares; 2025Q4: 44,724 shares; 2026Q1: 24,534 shares 24,534 $572K 0.02% -20,190 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,886 shares; 2024Q4: 6,886 shares; 2025Q1: 6,875 shares; 2025Q2: 6,875 shares; 2025Q3: 6,875 shares; 2025Q4: 6,875 shares; 2026Q1: 6,875 shares 6,875 $571K 0.02% 0 Timeline SITC SITE CTRS CORP More: the full row for SITE CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,026 shares 100,026 $540K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,761 shares; 2025Q1: 3,096 shares; 2025Q2: 3,313 shares; 2025Q3: 3,172 shares; 2025Q4: 3,113 shares; 2026Q1: 3,330 shares 3,330 $524K 0.02% +217 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,562 shares; 2024Q4: 7,336 shares; 2025Q1: 7,297 shares; 2025Q2: 6,549 shares; 2025Q3: 6,248 shares; 2025Q4: 5,808 shares; 2026Q1: 5,645 shares 5,645 $524K 0.02% -163 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,757 shares; 2025Q1: 4,012 shares; 2025Q2: 4,006 shares; 2025Q3: 4,956 shares; 2025Q4: 3,554 shares; 2026Q1: 3,177 shares 3,177 $523K 0.02% -377 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,263 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 6,313 shares; 2026Q1: 6,333 shares 6,333 $522K 0.02% +20 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,479 shares; 2026Q1: 1,591 shares 1,591 $519K 0.02% +112 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,439 shares; 2025Q1: 4,470 shares; 2025Q2: 4,654 shares; 2025Q3: 4,348 shares; 2025Q4: 4,460 shares; 2026Q1: 4,363 shares 4,363 $518K 0.02% -97 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,148 shares; 2024Q4: 15,104 shares; 2025Q1: 15,396 shares; 2025Q2: 15,466 shares; 2025Q3: 7,453 shares; 2025Q4: 7,531 shares; 2026Q1: 7,530 shares 7,530 $516K 0.02% -1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,613 shares; 2025Q1: 4,782 shares; 2025Q2: 4,036 shares; 2025Q3: 4,036 shares; 2025Q4: 4,133 shares; 2026Q1: 3,787 shares 3,787 $515K 0.02% -346 Timeline GPRK GEOPARK LTD More: the full row for GEOPARK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,789 shares; 2025Q3: 159,789 shares; 2025Q4: 159,535 shares; 2026Q1: 53,762 shares 53,762 $511K 0.02% -105,773 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,153 shares; 2024Q4: 7,153 shares; 2025Q1: 7,153 shares; 2025Q2: 9,495 shares; 2025Q3: 11,426 shares; 2025Q4: 11,998 shares; 2026Q1: 13,314 shares 13,314 $504K 0.02% +1,316 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 2,637 shares; 2025Q1: 2,429 shares; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,817 shares; 2026Q1: 4,027 shares 4,027 $501K 0.02% +1,210 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,592 shares 4,592 $500K 0.02% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,303 shares; 2024Q4: 12,388 shares; 2025Q1: 12,882 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: 2,644 shares; 2026Q1: 2,597 shares 2,597 $498K 0.02% -47 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,009 shares; 2025Q4: 4,714 shares; 2026Q1: 5,323 shares 5,323 $495K 0.02% +609 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,984 shares 11,984 $492K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,384 shares; 2024Q4: 9,384 shares; 2025Q1: 12,455 shares; 2025Q2: 10,393 shares; 2025Q3: 7,368 shares; 2025Q4: 7,368 shares; 2026Q1: 8,168 shares 8,168 $482K 0.01% +800 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 10,291 shares; 2025Q1: 11,003 shares; 2025Q2: 14,723 shares; 2025Q3: 15,925 shares; 2025Q4: 17,424 shares; 2026Q1: 16,486 shares 16,486 $480K 0.01% -938 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,142 shares; 2025Q1: 2,285 shares; 2025Q2: 2,698 shares; 2025Q3: 3,623 shares; 2025Q4: 3,074 shares; 2026Q1: 3,004 shares 3,004 $480K 0.01% -70 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,862 shares; 2024Q4: 188,527 shares; 2025Q1: 10,176 shares; 2025Q2: 26,681 shares; 2025Q3: 26,970 shares; 2025Q4: 21,896 shares; 2026Q1: 20,283 shares 20,283 $479K 0.01% -1,613 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,594 shares; 2024Q4: 46,719 shares; 2025Q1: 29,961 shares; 2025Q2: 33,866 shares; 2025Q3: 23,577 shares; 2025Q4: 26,063 shares; 2026Q1: 30,094 shares 30,094 $478K 0.01% +4,031 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,911 shares; 2025Q4: 30,156 shares; 2026Q1: 17,521 shares 17,521 $472K 0.01% -12,635 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 923 shares; 2025Q1: 905 shares; 2025Q2: 871 shares; 2025Q3: 872 shares; 2025Q4: 877 shares; 2026Q1: 875 shares 875 $471K 0.01% -2 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,824 shares 42,824 $470K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,891 shares; 2025Q1: 2,892 shares; 2025Q2: 2,931 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 2,708 shares 2,708 $469K 0.01% +776 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,069 shares; 2024Q4: 14,617 shares; 2025Q1: 14,249 shares; 2025Q2: 8,452 shares; 2025Q3: 4,134 shares; 2025Q4: 4,218 shares; 2026Q1: 4,093 shares 4,093 $467K 0.01% -125 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 4,085 shares; 2025Q1: 3,962 shares; 2025Q2: 3,933 shares; 2025Q3: 4,073 shares; 2025Q4: 4,125 shares; 2026Q1: 4,830 shares 4,830 $466K 0.01% +705 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,426 shares; 2025Q3: 7,426 shares; 2025Q4: 6,060 shares; 2026Q1: 6,060 shares 6,060 $456K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,920 shares; 2025Q4: 15,599 shares; 2026Q1: 8,940 shares 8,940 $455K 0.01% -6,659 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,738 shares; 2025Q4: 27,477 shares; 2026Q1: 15,558 shares 15,558 $454K 0.01% -11,919 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,393 shares; 2025Q1: 1,368 shares; 2025Q2: 1,205 shares; 2025Q3: 1,284 shares; 2025Q4: 1,299 shares; 2026Q1: 1,138 shares 1,138 $451K 0.01% -161 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 2,473 shares; 2026Q1: 2,412 shares 2,412 $444K 0.01% -61 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 2,015 shares; 2025Q4: 2,011 shares; 2026Q1: 2,128 shares 2,128 $443K 0.01% +117 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,852 shares; 2024Q4: 25,862 shares; 2025Q1: 25,746 shares; 2025Q2: 18,783 shares; 2025Q3: 18,790 shares; 2025Q4: 15,317 shares; 2026Q1: 18,081 shares 18,081 $442K 0.01% +2,764 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,883 shares; 2024Q4: 137,883 shares; 2025Q1: 10,884 shares; 2025Q2: 12,674 shares; 2025Q3: 21,207 shares; 2025Q4: 21,742 shares; 2026Q1: 22,774 shares 22,774 $440K 0.01% +1,032 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $436K 0.01% 0 Timeline PMTS CPI CARD GROUP INC More: the full row for CPI CARD GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 35,000 shares; 2025Q3: 32,000 shares; 2025Q4: 31,000 shares; 2026Q1: 30,000 shares 30,000 $435K 0.01% -1,000 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,244 shares; 2024Q4: 8,234 shares; 2025Q1: 5,375 shares; 2025Q2: 5,241 shares; 2025Q3: 6,566 shares; 2025Q4: 6,262 shares; 2026Q1: 5,241 shares 5,241 $434K 0.01% -1,021 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,370 shares; 2024Q4: 10,004 shares; 2025Q1: 5,082 shares; 2025Q2: 4,596 shares; 2025Q3: 4,562 shares; 2025Q4: 4,582 shares; 2026Q1: 4,420 shares 4,420 $431K 0.01% -162 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,417 shares; 2025Q1: 1,360 shares; 2025Q2: 1,252 shares; 2025Q3: 1,254 shares; 2025Q4: 1,259 shares; 2026Q1: 1,874 shares 1,874 $431K 0.01% +615 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: not reported; 2025Q1: 3,134 shares; 2025Q2: 3,032 shares; 2025Q3: 2,477 shares; 2025Q4: 2,745 shares; 2026Q1: 3,045 shares 3,045 $431K 0.01% +300 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,436 shares; 2025Q1: 4,906 shares; 2025Q2: 3,748 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,634 shares 18,634 $423K 0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,316 shares; 2025Q1: 6,316 shares; 2025Q2: 6,316 shares; 2025Q3: 6,316 shares; 2025Q4: 6,316 shares; 2026Q1: 8,871 shares 8,871 $422K 0.01% +2,555 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,191 shares; 2024Q4: 6,581 shares; 2025Q1: 5,582 shares; 2025Q2: 6,851 shares; 2025Q3: 6,885 shares; 2025Q4: 6,858 shares; 2026Q1: 4,507 shares 4,507 $420K 0.01% -2,351 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,038 shares; 2025Q1: 2,161 shares; 2025Q2: 2,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,287 shares; 2026Q1: 2,214 shares 2,214 $420K 0.01% -73 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,148 shares; 2024Q4: 29,312 shares; 2025Q1: 29,328 shares; 2025Q2: 28,967 shares; 2025Q3: 30,077 shares; 2025Q4: 26,892 shares; 2026Q1: 26,884 shares 26,884 $405K 0.01% -8 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 912 shares; 2025Q4: 849 shares; 2026Q1: 900 shares 900 $402K 0.01% +51 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,347 shares; 2026Q1: 7,937 shares 7,937 $399K 0.01% -410 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,310 shares; 2025Q2: 5,326 shares; 2025Q3: 5,826 shares; 2025Q4: 5,253 shares; 2026Q1: 5,161 shares 5,161 $398K 0.01% -92 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,457 shares; 2025Q4: 22,849 shares; 2026Q1: 17,232 shares 17,232 $395K 0.01% -5,617 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 7,217 shares; 2025Q1: 7,521 shares; 2025Q2: 46,707 shares; 2025Q3: 5,987 shares; 2025Q4: 6,029 shares; 2026Q1: 6,053 shares 6,053 $393K 0.01% +24 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 7,714 shares; 2025Q1: 3,982 shares; 2025Q2: 3,262 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 3,093 shares 3,093 $393K 0.01% -71 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,512 shares; 2025Q2: 6,328 shares; 2025Q3: 5,820 shares; 2025Q4: 5,820 shares; 2026Q1: 5,851 shares 5,851 $392K 0.01% +31 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,432 shares; 2024Q4: 12,614 shares; 2025Q1: 14,749 shares; 2025Q2: 15,266 shares; 2025Q3: 14,337 shares; 2025Q4: 9,611 shares; 2026Q1: 11,614 shares 11,614 $389K 0.01% +2,003 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,066 shares; 2026Q1: 2,963 shares 2,963 $388K 0.01% +897 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,813 shares; 2025Q4: 6,678 shares; 2026Q1: 6,678 shares 6,678 $387K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 1,977 shares; 2026Q1: 2,044 shares 2,044 $386K 0.01% +67 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,390 shares; 2025Q1: 1,696 shares; 2025Q2: 1,525 shares; 2025Q3: 1,688 shares; 2025Q4: 1,588 shares; 2026Q1: 1,195 shares 1,195 $386K 0.01% -393 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 9,697 shares; 2025Q1: 10,212 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares; 2025Q4: 7,582 shares; 2026Q1: 4,716 shares 4,716 $385K 0.01% -2,866 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,435 shares; 2025Q1: 1,436 shares; 2025Q2: 1,437 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,232 shares 1,232 $385K 0.01% -206 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,530 shares; 2025Q2: 8,030 shares; 2025Q3: 8,030 shares; 2025Q4: 8,030 shares; 2026Q1: 8,030 shares 8,030 $383K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: not reported; 2025Q1: 7,277 shares; 2025Q2: 1,988 shares; 2025Q3: 2,093 shares; 2025Q4: 2,176 shares; 2026Q1: 2,212 shares 2,212 $381K 0.01% +36 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 2,682 shares; 2025Q1: 2,438 shares; 2025Q2: 1,711 shares; 2025Q3: 1,786 shares; 2025Q4: 1,430 shares; 2026Q1: 879 shares 879 $380K 0.01% -551 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,571 shares; 2025Q1: 9,383 shares; 2025Q2: 9,383 shares; 2025Q3: 9,383 shares; 2025Q4: 9,761 shares; 2026Q1: 7,756 shares 7,756 $380K 0.01% -2,005 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 298 shares; 2025Q2: 382 shares; 2025Q3: 292 shares; 2025Q4: 402 shares; 2026Q1: 391 shares 391 $376K 0.01% -11 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,933 shares 3,933 $375K 0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,567 shares; 2025Q1: 1,102 shares; 2025Q2: 764 shares; 2025Q3: 763 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $375K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 972 shares; 2025Q4: 723 shares; 2026Q1: 804 shares 804 $372K 0.01% +81 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,500 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares; 2026Q1: 27,500 shares 27,500 $371K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,438 shares; 2025Q1: 5,213 shares; 2025Q2: 6,387 shares; 2025Q3: 6,148 shares; 2025Q4: 3,061 shares; 2026Q1: 3,061 shares 3,061 $370K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,581 shares; 2025Q1: 2,723 shares; 2025Q2: 2,708 shares; 2025Q3: 2,659 shares; 2025Q4: 2,660 shares; 2026Q1: 2,722 shares 2,722 $369K 0.01% +62 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares; 2026Q1: 3,178 shares 3,178 $367K 0.01% +31 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 334 shares; 2025Q1: 384 shares; 2025Q2: 502 shares; 2025Q3: 376 shares; 2025Q4: 381 shares; 2026Q1: 402 shares 402 $360K 0.01% +21 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,460 shares; 2025Q1: 4,037 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,458 shares; 2026Q1: 3,383 shares 3,383 $359K 0.01% -75 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 621 shares; 2025Q1: 538 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 464 shares 464 $359K 0.01% -1 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 2,875 shares; 2025Q1: 3,313 shares; 2025Q2: 2,910 shares; 2025Q3: 2,922 shares; 2025Q4: 2,909 shares; 2026Q1: 2,861 shares 2,861 $358K 0.01% -48 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,493 shares; 2025Q1: 1,566 shares; 2025Q2: 1,541 shares; 2025Q3: 1,832 shares; 2025Q4: 1,868 shares; 2026Q1: 1,616 shares 1,616 $354K 0.01% -252 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,411 shares 3,411 $354K 0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,646 shares; 2026Q1: 3,645 shares 3,645 $351K 0.01% -1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,868 shares; 2025Q3: 3,419 shares; 2025Q4: 3,479 shares; 2026Q1: 3,605 shares 3,605 $350K 0.01% +126 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,063 shares; 2025Q4: 20,428 shares; 2026Q1: 14,923 shares 14,923 $350K 0.01% -5,505 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,276 shares; 2025Q1: 2,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,077 shares; 2026Q1: 3,871 shares 3,871 $350K 0.01% -206 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,035 shares; 2025Q4: 18,255 shares; 2026Q1: 13,335 shares 13,335 $350K 0.01% -4,920 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,014 shares 2,014 $349K 0.01% new Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,148 shares; 2025Q4: 20,519 shares; 2026Q1: 14,987 shares 14,987 $349K 0.01% -5,532 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,121 shares; 2025Q4: 21,561 shares; 2026Q1: 15,751 shares 15,751 $349K 0.01% -5,810 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,014 shares; 2024Q4: 25,005 shares; 2025Q1: 49,658 shares; 2025Q2: 70,033 shares; 2025Q3: 72,214 shares; 2025Q4: 151,005 shares; 2026Q1: 101,066 shares 101,066 $347K 0.01% -49,939 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,236 shares; 2024Q4: 51,131 shares; 2025Q1: 51,376 shares; 2025Q2: 50,962 shares; 2025Q3: 50,457 shares; 2025Q4: 75,333 shares; 2026Q1: 75,333 shares 75,333 $347K 0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 22,104 shares; 2025Q1: 21,930 shares; 2025Q2: 7,193 shares; 2025Q3: 7,691 shares; 2025Q4: 7,643 shares; 2026Q1: 7,294 shares 7,294 $346K 0.01% -349 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 805 shares; 2025Q4: 688 shares; 2026Q1: 713 shares 713 $346K 0.01% +25 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,422 shares; 2025Q1: 4,903 shares; 2025Q2: 4,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,104 shares 3,104 $343K 0.01% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,937 shares; 2025Q1: not reported; 2025Q2: 5,402 shares; 2025Q3: 5,006 shares; 2025Q4: 3,010 shares; 2026Q1: 2,821 shares 2,821 $342K 0.01% -189 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,247 shares; 2025Q4: 3,874 shares; 2026Q1: 3,581 shares 3,581 $339K 0.01% -293 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,454 shares 13,454 $338K 0.01% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,393 shares; 2025Q1: 3,300 shares; 2025Q2: 3,264 shares; 2025Q3: 3,568 shares; 2025Q4: 2,315 shares; 2026Q1: 3,355 shares 3,355 $338K 0.01% +1,040 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 2,143 shares 2,143 $332K 0.01% +929 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,594 shares; 2025Q3: not reported; 2025Q4: 2,491 shares; 2026Q1: 3,516 shares 3,516 $331K 0.01% +1,025 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 6,524 shares; 2025Q1: 7,390 shares; 2025Q2: 6,580 shares; 2025Q3: 6,612 shares; 2025Q4: 7,039 shares; 2026Q1: 6,818 shares 6,818 $328K 0.01% -221 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,429 shares; 2025Q4: 4,004 shares; 2026Q1: 3,954 shares 3,954 $326K 0.01% -50 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 5,268 shares; 2026Q1: 3,337 shares 3,337 $322K 0.01% -1,931 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,700 shares; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $322K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,620 shares; 2025Q2: 3,678 shares; 2025Q3: 2,995 shares; 2025Q4: 3,271 shares; 2026Q1: 3,243 shares 3,243 $321K 0.01% -28 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: 2,714 shares; 2026Q1: 2,720 shares 2,720 $320K 0.01% +6 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,105 shares 31,105 $317K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares; 2026Q1: 1,117 shares 1,117 $315K 0.01% -63 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,202 shares; 2025Q4: 8,558 shares; 2026Q1: 8,949 shares 8,949 $311K 0.01% +391 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,537 shares; 2025Q4: 3,837 shares; 2026Q1: 4,044 shares 4,044 $309K 0.01% +207 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,657 shares; 2025Q4: 6,657 shares; 2026Q1: 6,657 shares 6,657 $303K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,001 shares 7,001 $300K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares; 2026Q1: 2,238 shares 2,238 $298K 0.01% +37 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,744 shares 3,744 $298K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,731 shares; 2025Q1: 1,850 shares; 2025Q2: 1,537 shares; 2025Q3: 1,629 shares; 2025Q4: 1,718 shares; 2026Q1: 1,838 shares 1,838 $297K 0.01% +120 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,858 shares; 2025Q1: 12,132 shares; 2025Q2: 10,655 shares; 2025Q3: 10,971 shares; 2025Q4: 10,962 shares; 2026Q1: 11,034 shares 11,034 $297K 0.01% +72 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $297K 0.01% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,431 shares; 2025Q4: 11,431 shares; 2026Q1: 11,431 shares 11,431 $295K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 1,870 shares; 2025Q3: not reported; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530 $293K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,411 shares; 2025Q3: 10,411 shares; 2025Q4: 9,941 shares; 2026Q1: 9,742 shares 9,742 $292K 0.01% -199 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,821 shares; 2024Q4: 10,365 shares; 2025Q1: 9,205 shares; 2025Q2: 9,295 shares; 2025Q3: 9,306 shares; 2025Q4: 9,306 shares; 2026Q1: 8,811 shares 8,811 $290K 0.01% -495 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 2,390 shares; 2025Q3: 2,380 shares; 2025Q4: 2,527 shares; 2026Q1: 2,563 shares 2,563 $290K 0.01% +36 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 6,634 shares; 2025Q1: 6,684 shares; 2025Q2: 3,993 shares; 2025Q3: 6,225 shares; 2025Q4: 6,299 shares; 2026Q1: 6,307 shares 6,307 $289K 0.01% +8 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares; 2026Q1: 5,194 shares 5,194 $288K 0.01% -168 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,623 shares; 2025Q1: 1,638 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,546 shares; 2026Q1: 1,854 shares 1,854 $288K 0.01% +308 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,171 shares; 2025Q1: 4,604 shares; 2025Q2: 4,315 shares; 2025Q3: 4,240 shares; 2025Q4: 7,957 shares; 2026Q1: 4,742 shares 4,742 $285K 0.01% -3,215 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $283K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares 1,405 $277K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 5,086 shares; 2025Q1: 4,383 shares; 2025Q2: 4,003 shares; 2025Q3: 4,216 shares; 2025Q4: 4,046 shares; 2026Q1: 3,848 shares 3,848 $276K 0.01% -198 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,388 shares 1,388 $275K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,387 shares; 2025Q1: 3,139 shares; 2025Q2: 2,356 shares; 2025Q3: 3,355 shares; 2025Q4: 2,897 shares; 2026Q1: 2,772 shares 2,772 $273K 0.01% -125 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,475 shares; 2024Q4: 11,528 shares; 2025Q1: 6,297 shares; 2025Q2: 5,289 shares; 2025Q3: 4,314 shares; 2025Q4: 4,314 shares; 2026Q1: 3,449 shares 3,449 $273K 0.01% -865 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,276 shares; 2024Q4: 15,176 shares; 2025Q1: 12,780 shares; 2025Q2: 12,976 shares; 2025Q3: 11,653 shares; 2025Q4: 11,453 shares; 2026Q1: 12,353 shares 12,353 $271K 0.01% +900 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 816 shares; 2026Q1: 816 shares 816 $268K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,110 shares; 2025Q4: not reported; 2026Q1: 3,451 shares 3,451 $267K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 723 shares 723 $266K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,065 shares; 2026Q1: 3,375 shares 3,375 $265K 0.01% -690 Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,489 shares; 2025Q4: 18,741 shares; 2026Q1: 10,390 shares 10,390 $264K 0.01% -8,351 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,801 shares; 2025Q3: 2,805 shares; 2025Q4: 3,745 shares; 2026Q1: 3,444 shares 3,444 $264K 0.01% -301 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares 639 $261K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 960 shares; 2025Q1: 1,046 shares; 2025Q2: 1,053 shares; 2025Q3: 899 shares; 2025Q4: 953 shares; 2026Q1: 994 shares 994 $259K 0.01% +41 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,868 shares; 2026Q1: 3,868 shares 3,868 $259K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,927 shares; 2024Q4: 45,956 shares; 2025Q1: not reported; 2025Q2: 14,650 shares; 2025Q3: 16,440 shares; 2025Q4: 16,496 shares; 2026Q1: 16,244 shares 16,244 $258K 0.01% -252 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 4,692 shares; 2025Q1: 4,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares; 2026Q1: 3,530 shares 3,530 $257K 0.01% -28 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 12,818 shares; 2025Q1: 13,386 shares; 2025Q2: 9,392 shares; 2025Q3: 9,392 shares; 2025Q4: 8,671 shares; 2026Q1: 7,904 shares 7,904 $256K 0.01% -767 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 1,993 shares; 2025Q1: 1,952 shares; 2025Q2: 1,977 shares; 2025Q3: 1,951 shares; 2025Q4: 2,155 shares; 2026Q1: 2,584 shares 2,584 $252K 0.01% +429 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,958 shares; 2026Q1: 3,375 shares 3,375 $251K 0.01% +417 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492 shares; 2025Q4: 590 shares; 2026Q1: 651 shares 651 $250K 0.01% +61 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,857 shares 3,857 $248K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,166 shares; 2025Q3: 20,166 shares; 2025Q4: 20,936 shares; 2026Q1: 2,670 shares 2,670 $247K 0.01% -18,266 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares; 2026Q1: 2,237 shares 2,237 $245K 0.01% +1 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares 586 $244K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439 shares; 2026Q1: 1,440 shares 1,440 $243K 0.01% +1 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,930 shares; 2025Q4: 10,679 shares; 2026Q1: 11,483 shares 11,483 $243K 0.01% +804 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,294 shares; 2024Q4: 3,285 shares; 2025Q1: 3,454 shares; 2025Q2: 3,540 shares; 2025Q3: 3,499 shares; 2025Q4: 3,271 shares; 2026Q1: 3,405 shares 3,405 $242K 0.01% +134 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $242K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,990 shares; 2026Q1: 4,229 shares 4,229 $241K 0.01% +239 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,778 shares; 2025Q4: 3,780 shares; 2026Q1: 3,780 shares 3,780 $239K 0.01% 0 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,300 shares; 2026Q1: 53,000 shares 53,000 $238K 0.01% +3,700 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 3,160 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares 1,495 $237K 0.01% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,739 shares; 2025Q1: 8,173 shares; 2025Q2: 17,190 shares; 2025Q3: 15,462 shares; 2025Q4: 6,190 shares; 2026Q1: 5,966 shares 5,966 $235K 0.01% -224 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,045 shares; 2026Q1: 29,045 shares 29,045 $234K 0.01% +2,000 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,928 shares; 2025Q4: 2,254 shares; 2026Q1: 2,096 shares 2,096 $233K 0.01% -158 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,391 shares; 2025Q2: 2,324 shares; 2025Q3: 2,373 shares; 2025Q4: 2,406 shares; 2026Q1: 2,321 shares 2,321 $233K 0.01% -85 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,404 shares; 2025Q1: 2,434 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,524 shares; 2026Q1: 2,508 shares 2,508 $232K 0.01% -16 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 8,924 shares; 2025Q1: 9,632 shares; 2025Q2: 13,371 shares; 2025Q3: 13,519 shares; 2025Q4: 1,234 shares; 2026Q1: 1,132 shares 1,132 $231K 0.01% -102 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,801 shares; 2024Q4: 7,801 shares; 2025Q1: 8,801 shares; 2025Q2: 8,801 shares; 2025Q3: 8,801 shares; 2025Q4: 6,134 shares; 2026Q1: 6,134 shares 6,134 $230K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: 638 shares 638 $229K 0.01% +63 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,150 shares; 2025Q1: 2,135 shares; 2025Q2: 2,656 shares; 2025Q3: 2,223 shares; 2025Q4: 2,167 shares; 2026Q1: 1,609 shares 1,609 $226K 0.01% -558 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,728 shares; 2026Q1: 1,385 shares 1,385 $224K 0.01% -343 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,420 shares; 2026Q1: 2,420 shares 2,420 $224K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 751 shares; 2025Q4: 754 shares; 2026Q1: 761 shares 761 $223K 0.01% +7 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 8,389 shares; 2025Q1: 8,219 shares; 2025Q2: 1,504 shares; 2025Q3: 1,510 shares; 2025Q4: 1,514 shares; 2026Q1: 1,519 shares 1,519 $223K 0.01% +5 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 962 shares 962 $222K 0.01% -72 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,357 shares 3,357 $221K 0.01% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,716 shares; 2025Q3: 3,841 shares; 2025Q4: 3,938 shares; 2026Q1: 3,828 shares 3,828 $221K 0.01% -110 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,199 shares; 2026Q1: 2,886 shares 2,886 $220K 0.01% -5,313 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares 1,716 $219K 0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,277 shares; 2025Q1: 8,271 shares; 2025Q2: 8,271 shares; 2025Q3: 8,271 shares; 2025Q4: 8,271 shares; 2026Q1: 5,667 shares 5,667 $217K 0.01% -2,604 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,582 shares; 2025Q4: 6,152 shares; 2026Q1: 3,802 shares 3,802 $217K 0.01% -2,350 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,544 shares; 2025Q2: 4,544 shares; 2025Q3: 4,544 shares; 2025Q4: 4,544 shares; 2026Q1: 4,544 shares 4,544 $213K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $211K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,377 shares; 2025Q1: 7,706 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,054 shares 5,054 $210K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,802 shares 3,802 $210K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares 439 $208K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,513 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,206 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares 1,002 $206K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 22,160 shares; 2025Q1: 18,650 shares; 2025Q2: 13,523 shares; 2025Q3: 12,015 shares; 2025Q4: 9,113 shares; 2026Q1: 7,055 shares 7,055 $205K 0.01% -2,058 Timeline