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: 131,745 shares; 2024Q4: 110,905 shares; 2025Q1: 114,164 shares; 2025Q2: 132,453 shares; 2025Q3: 142,585 shares; 2025Q4: 146,924 shares; 2026Q1: 192,733 shares 192,733 $37.8M 7.91% +45,809 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: 122,499 shares; 2024Q4: 106,731 shares; 2025Q1: 160,739 shares; 2025Q2: 154,620 shares; 2025Q3: 156,916 shares; 2025Q4: 158,185 shares; 2026Q1: 159,496 shares 159,496 $30.6M 6.4% +1,311 Timeline SPTI 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: 48,280 shares; 2025Q4: 261,710 shares; 2026Q1: 879,342 shares 879,342 $25.2M 5.27% +617,632 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 462,886 shares; 2025Q4: 468,656 shares; 2026Q1: 477,623 shares 477,623 $24.8M 5.19% +8,967 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,647 shares; 2025Q4: 97,744 shares; 2026Q1: 409,211 shares 409,211 $23.8M 4.98% +311,467 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: 85,291 shares; 2024Q4: 84,622 shares; 2025Q1: 86,244 shares; 2025Q2: 96,006 shares; 2025Q3: 85,232 shares; 2025Q4: 83,812 shares; 2026Q1: 82,537 shares 82,537 $23.7M 4.96% -1,275 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,518 shares; 2025Q4: 236,762 shares; 2026Q1: 457,422 shares 457,422 $21.1M 4.42% +220,660 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: 84,680 shares; 2024Q4: 83,641 shares; 2025Q1: 73,423 shares; 2025Q2: 73,515 shares; 2025Q3: 72,445 shares; 2025Q4: 68,620 shares; 2026Q1: 67,716 shares 67,716 $17.2M 3.59% -904 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: 271,578 shares; 2024Q4: 266,136 shares; 2025Q1: 262,127 shares; 2025Q2: 264,014 shares; 2025Q3: 269,731 shares; 2025Q4: 272,571 shares; 2026Q1: 275,253 shares 275,253 $13.6M 2.84% +2,682 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: 79,281 shares; 2024Q4: 80,333 shares; 2025Q1: 82,857 shares; 2025Q2: 86,038 shares; 2025Q3: 86,285 shares; 2025Q4: 85,704 shares; 2026Q1: 85,270 shares 85,270 $11.8M 2.47% -434 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,467 shares; 2025Q4: 17,226 shares; 2026Q1: 59,395 shares 59,395 $11.4M 2.38% +42,169 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,679 shares; 2024Q4: 205,414 shares; 2025Q1: 205,696 shares; 2025Q2: 212,365 shares; 2025Q3: 288,013 shares; 2025Q4: 296,387 shares; 2026Q1: 220,140 shares 220,140 $11.2M 2.33% -76,247 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: 30,973 shares; 2024Q4: 30,792 shares; 2025Q1: 22,769 shares; 2025Q2: 23,079 shares; 2025Q3: 23,176 shares; 2025Q4: 23,016 shares; 2026Q1: 22,963 shares 22,963 $11M 2.3% -53 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: 49,209 shares; 2024Q4: 47,455 shares; 2025Q1: 39,357 shares; 2025Q2: 38,115 shares; 2025Q3: 38,230 shares; 2025Q4: 38,112 shares; 2026Q1: 36,575 shares 36,575 $10.8M 2.25% -1,537 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,040 shares; 2025Q4: 38,028 shares; 2026Q1: 290,215 shares 290,215 $10.5M 2.2% +252,187 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,530 shares; 2024Q4: 342,561 shares; 2025Q1: 297,518 shares; 2025Q2: 604,678 shares; 2025Q3: 590,925 shares; 2025Q4: 331,679 shares; 2026Q1: 206,827 shares 206,827 $10.5M 2.19% -124,852 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: 47,742 shares; 2024Q4: 46,954 shares; 2025Q1: 46,659 shares; 2025Q2: 46,557 shares; 2025Q3: 44,586 shares; 2025Q4: 44,090 shares; 2026Q1: 42,505 shares 42,505 $10.4M 2.17% -1,585 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: 22,828 shares; 2024Q4: 22,563 shares; 2025Q1: 22,462 shares; 2025Q2: 23,702 shares; 2025Q3: 23,516 shares; 2025Q4: 25,385 shares; 2026Q1: 25,727 shares 25,727 $9.52M 1.99% +342 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,415 shares; 2024Q4: 173,997 shares; 2025Q1: 240,535 shares; 2025Q2: 225,817 shares; 2025Q3: 180,506 shares; 2025Q4: 179,620 shares; 2026Q1: 74,429 shares 74,429 $7.33M 1.53% -105,191 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: 27,451 shares; 2024Q4: 28,153 shares; 2025Q1: 28,971 shares; 2025Q2: 31,321 shares; 2025Q3: 32,500 shares; 2025Q4: 32,519 shares; 2026Q1: 38,489 shares 38,489 $6.71M 1.4% +5,970 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,084 shares; 2024Q4: 65,513 shares; 2025Q1: 64,982 shares; 2025Q2: 53,753 shares; 2025Q3: 53,297 shares; 2025Q4: 52,007 shares; 2026Q1: 49,073 shares 49,073 $6.23M 1.3% -2,934 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,599 shares; 2024Q4: 86,428 shares; 2025Q1: 85,827 shares; 2025Q2: 86,442 shares; 2025Q3: 90,203 shares; 2025Q4: 92,250 shares; 2026Q1: 94,855 shares 94,855 $5.95M 1.24% +2,605 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: 8,078 shares; 2024Q4: 8,057 shares; 2025Q1: 8,068 shares; 2025Q2: 10,426 shares; 2025Q3: 9,345 shares; 2025Q4: 9,372 shares; 2026Q1: 9,348 shares 9,348 $5.59M 1.17% -24 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: 57,123 shares; 2024Q4: 56,722 shares; 2025Q1: 56,444 shares; 2025Q2: 57,084 shares; 2025Q3: 36,792 shares; 2025Q4: 36,471 shares; 2026Q1: 18,431 shares 18,431 $5.29M 1.11% -18,040 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: 29,957 shares; 2024Q4: 25,562 shares; 2025Q1: 23,985 shares; 2025Q2: 24,195 shares; 2025Q3: 24,661 shares; 2025Q4: 24,340 shares; 2026Q1: 24,247 shares 24,247 $5.05M 1.06% -93 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: 73,065 shares; 2024Q4: 72,627 shares; 2025Q1: 72,451 shares; 2025Q2: 72,779 shares; 2025Q3: 71,466 shares; 2025Q4: 70,045 shares; 2026Q1: 33,913 shares 33,913 $4.97M 1.04% -36,132 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: 6,689 shares; 2024Q4: 6,708 shares; 2025Q1: 6,536 shares; 2025Q2: 6,915 shares; 2025Q3: 6,918 shares; 2025Q4: 6,927 shares; 2026Q1: 6,988 shares 6,988 $4.03M 0.84% +61 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: 12,726 shares; 2024Q4: 12,855 shares; 2025Q1: 13,256 shares; 2025Q2: 13,619 shares; 2025Q3: 13,161 shares; 2025Q4: 13,147 shares; 2026Q1: 12,697 shares 12,697 $3.64M 0.76% -450 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: 4,716 shares; 2024Q4: 4,563 shares; 2025Q1: 4,529 shares; 2025Q2: 6,306 shares; 2025Q3: 6,186 shares; 2025Q4: 6,195 shares; 2026Q1: 6,320 shares 6,320 $3.62M 0.76% +125 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: not reported; 2025Q4: 57,806 shares; 2026Q1: 128,996 shares 128,996 $3.08M 0.64% +71,190 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,699 shares; 2024Q4: 25,786 shares; 2025Q1: 25,724 shares; 2025Q2: 20,837 shares; 2025Q3: 21,032 shares; 2025Q4: 21,621 shares; 2026Q1: 21,514 shares 21,514 $2.92M 0.61% -107 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 91,436 shares; 2025Q4: 85,334 shares; 2026Q1: 65,357 shares 65,357 $2.81M 0.59% -19,977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,229 shares; 2025Q3: 26,522 shares; 2025Q4: 48,281 shares; 2026Q1: 45,169 shares 45,169 $2.77M 0.58% -3,112 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,763 shares; 2025Q4: 50,012 shares; 2026Q1: 82,154 shares 82,154 $2.71M 0.57% +32,142 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: 2,171 shares; 2026Q1: 22,808 shares 22,808 $2.49M 0.52% +20,637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,329 shares; 2025Q4: 11,453 shares; 2026Q1: 20,564 shares 20,564 $2.33M 0.49% +9,111 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 6,917 shares; 2025Q1: 6,727 shares; 2025Q2: 6,830 shares; 2025Q3: 6,920 shares; 2025Q4: 6,827 shares; 2026Q1: 6,700 shares 6,700 $2.2M 0.46% -127 Timeline MBB 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: 2,569 shares; 2026Q1: 23,160 shares 23,160 $2.2M 0.46% +20,591 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: 2,631 shares; 2024Q4: 2,622 shares; 2025Q1: 2,631 shares; 2025Q2: 2,634 shares; 2025Q3: 2,482 shares; 2025Q4: 2,439 shares; 2026Q1: 2,471 shares 2,471 $2.09M 0.44% +32 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: 10,639 shares; 2024Q4: 10,457 shares; 2025Q1: 11,777 shares; 2025Q2: 14,355 shares; 2025Q3: 11,963 shares; 2025Q4: 12,156 shares; 2026Q1: 11,662 shares 11,662 $1.98M 0.41% -494 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: 34,944 shares; 2024Q4: 37,665 shares; 2025Q1: 36,200 shares; 2025Q2: 38,544 shares; 2025Q3: 38,962 shares; 2025Q4: 39,324 shares; 2026Q1: 39,014 shares 39,014 $1.96M 0.41% -310 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: 2,878 shares; 2024Q4: 2,870 shares; 2025Q1: 2,873 shares; 2025Q2: 2,902 shares; 2025Q3: 2,980 shares; 2025Q4: 2,983 shares; 2026Q1: 2,986 shares 2,986 $1.95M 0.41% +3 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: 7,730 shares; 2024Q4: 7,923 shares; 2025Q1: 7,641 shares; 2025Q2: 7,673 shares; 2025Q3: 7,691 shares; 2025Q4: 7,699 shares; 2026Q1: 7,546 shares 7,546 $1.64M 0.34% -153 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,486 shares; 2025Q2: 2,481 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares; 2026Q1: 2,459 shares 2,459 $1.61M 0.34% -23 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,062 shares; 2025Q1: 2,106 shares; 2025Q2: 2,782 shares; 2025Q3: 2,464 shares; 2025Q4: 2,091 shares; 2026Q1: 1,742 shares 1,742 $1.6M 0.33% -349 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: 21,019 shares; 2024Q4: 20,777 shares; 2025Q1: 20,697 shares; 2025Q2: 19,938 shares; 2025Q3: 19,458 shares; 2025Q4: 16,833 shares; 2026Q1: 16,292 shares 16,292 $1.57M 0.33% -541 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: 7,087 shares; 2024Q4: 7,055 shares; 2025Q1: 6,296 shares; 2025Q2: 6,202 shares; 2025Q3: 5,883 shares; 2025Q4: 5,867 shares; 2026Q1: 5,483 shares 5,483 $1.41M 0.3% -384 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: 4,984 shares; 2024Q4: 4,990 shares; 2025Q1: 4,864 shares; 2025Q2: 4,463 shares; 2025Q3: 4,386 shares; 2025Q4: 4,409 shares; 2026Q1: 4,378 shares 4,378 $1.4M 0.29% -31 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: 14,056 shares; 2024Q4: 13,148 shares; 2025Q1: 14,171 shares; 2025Q2: 14,001 shares; 2025Q3: 13,927 shares; 2025Q4: 13,953 shares; 2026Q1: 12,176 shares 12,176 $1.38M 0.29% -1,777 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: 16,394 shares; 2024Q4: 15,224 shares; 2025Q1: 15,063 shares; 2025Q2: 15,092 shares; 2025Q3: 14,719 shares; 2025Q4: 14,746 shares; 2026Q1: 14,467 shares 14,467 $1.36M 0.28% -279 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: 2,271 shares; 2024Q4: 2,274 shares; 2025Q1: 2,337 shares; 2025Q2: 4,296 shares; 2025Q3: 4,465 shares; 2025Q4: 4,339 shares; 2026Q1: 4,391 shares 4,391 $1.33M 0.28% +52 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: 2,129 shares; 2024Q4: 2,084 shares; 2025Q1: 2,090 shares; 2025Q2: 2,050 shares; 2025Q3: 2,056 shares; 2025Q4: 2,061 shares; 2026Q1: 2,067 shares 2,067 $1.28M 0.27% +6 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: 31,652 shares; 2024Q4: 32,442 shares; 2025Q1: 31,842 shares; 2025Q2: 34,222 shares; 2025Q3: 31,842 shares; 2025Q4: 31,842 shares; 2026Q1: 31,842 shares 31,842 $1.2M 0.25% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 4,110 shares; 2025Q1: 4,125 shares; 2025Q2: 4,284 shares; 2025Q3: 4,304 shares; 2025Q4: 4,289 shares; 2026Q1: 4,440 shares 4,440 $1.2M 0.25% +151 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: 10,077 shares; 2024Q4: 22,025 shares; 2025Q1: 21,988 shares; 2025Q2: 22,094 shares; 2025Q3: 22,368 shares; 2025Q4: 22,723 shares; 2026Q1: 22,865 shares 22,865 $1.16M 0.24% +142 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: 3,432 shares; 2024Q4: 3,472 shares; 2025Q1: 3,448 shares; 2025Q2: 3,821 shares; 2025Q3: 3,800 shares; 2025Q4: 3,741 shares; 2026Q1: 3,747 shares 3,747 $1.16M 0.24% +6 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,620 shares; 2025Q1: 2,673 shares; 2025Q2: 2,676 shares; 2025Q3: 4,342 shares; 2025Q4: 8,568 shares; 2026Q1: 8,687 shares 8,687 $1.15M 0.24% +119 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: 10,078 shares; 2024Q4: 10,028 shares; 2025Q1: 9,480 shares; 2025Q2: 20,017 shares; 2025Q3: 20,060 shares; 2025Q4: 20,111 shares; 2026Q1: 20,144 shares 20,144 $1.14M 0.24% +33 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: 1,533 shares; 2024Q4: 1,465 shares; 2025Q1: 1,640 shares; 2025Q2: 1,627 shares; 2025Q3: 1,633 shares; 2025Q4: 1,636 shares; 2026Q1: 1,591 shares 1,591 $1.13M 0.24% -45 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: 8,924 shares; 2024Q4: 8,967 shares; 2025Q1: 9,044 shares; 2025Q2: 9,159 shares; 2025Q3: 9,555 shares; 2025Q4: 9,199 shares; 2026Q1: 9,239 shares 9,239 $1.12M 0.23% +40 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 658 shares; 2025Q1: 668 shares; 2025Q2: 997 shares; 2025Q3: 1,061 shares; 2025Q4: 1,039 shares; 2026Q1: 1,049 shares 1,049 $1.04M 0.22% +10 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,820 shares 31,820 $1M 0.21% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,123 shares; 2026Q1: 13,496 shares 13,496 $956K 0.2% +6,373 Timeline GFF GRIFFON CORP More: the full row for GRIFFON 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: 13,500 shares; 2026Q1: 13,000 shares 13,000 $945K 0.2% -500 Timeline SYSB 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: 3,722 shares; 2026Q1: 10,556 shares 10,556 $939K 0.2% +6,834 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,798 shares 36,798 $917K 0.19% new 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: 2,273 shares; 2024Q4: 2,911 shares; 2025Q1: 3,522 shares; 2025Q2: 5,356 shares; 2025Q3: 3,919 shares; 2025Q4: 3,888 shares; 2026Q1: 4,263 shares 4,263 $882K 0.18% +375 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: 34,334 shares; 2024Q4: 31,113 shares; 2025Q1: 35,818 shares; 2025Q2: 41,869 shares; 2025Q3: 41,191 shares; 2025Q4: 35,840 shares; 2026Q1: 30,777 shares 30,777 $864K 0.18% -5,063 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: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,884 shares; 2025Q2: 6,491 shares; 2025Q3: 6,686 shares; 2025Q4: 6,786 shares; 2026Q1: 6,886 shares 6,886 $857K 0.18% +100 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,040 shares; 2026Q1: 35,118 shares 35,118 $854K 0.18% +24,078 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: 4,214 shares; 2024Q4: 4,228 shares; 2025Q1: 5,298 shares; 2025Q2: 5,257 shares; 2025Q3: 4,868 shares; 2025Q4: 4,912 shares; 2026Q1: 4,420 shares 4,420 $853K 0.18% -492 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,562 shares; 2025Q3: 22,162 shares; 2025Q4: 19,662 shares; 2026Q1: 19,662 shares 19,662 $802K 0.17% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,369 shares; 2024Q4: 26,858 shares; 2025Q1: 26,655 shares; 2025Q2: 26,940 shares; 2025Q3: 26,665 shares; 2025Q4: 26,681 shares; 2026Q1: 16,665 shares 16,665 $782K 0.16% -10,016 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: 1,456 shares; 2024Q4: 1,414 shares; 2025Q1: 1,388 shares; 2025Q2: 8,336 shares; 2025Q3: 4,033 shares; 2025Q4: 3,345 shares; 2026Q1: 3,219 shares 3,219 $780K 0.16% -126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,432 shares; 2026Q1: 6,433 shares 6,433 $763K 0.16% +1 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: 15,154 shares; 2024Q4: 15,197 shares; 2025Q1: 14,536 shares; 2025Q2: 14,548 shares; 2025Q3: 14,838 shares; 2025Q4: 15,372 shares; 2026Q1: 15,569 shares 15,569 $759K 0.16% +197 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: 7,747 shares; 2024Q4: 7,753 shares; 2025Q1: 8,359 shares; 2025Q2: 8,617 shares; 2025Q3: 8,900 shares; 2025Q4: 8,676 shares; 2026Q1: 8,057 shares 8,057 $748K 0.16% -619 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 18,585 shares 18,585 $745K 0.16% new Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,970 shares 29,970 $739K 0.15% new Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,694 shares 22,694 $730K 0.15% new Timeline DSI 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: 5,814 shares; 2024Q4: 5,831 shares; 2025Q1: 5,847 shares; 2025Q2: 5,860 shares; 2025Q3: 5,874 shares; 2025Q4: 5,890 shares; 2026Q1: 5,905 shares 5,905 $716K 0.15% +15 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: 3,435 shares; 2024Q4: 3,463 shares; 2025Q1: 3,471 shares; 2025Q2: 3,471 shares; 2025Q3: 3,485 shares; 2025Q4: 3,512 shares; 2026Q1: 3,289 shares 3,289 $707K 0.15% -223 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,422 shares; 2025Q1: 4,655 shares; 2025Q2: 4,803 shares; 2025Q3: 4,829 shares; 2025Q4: 4,769 shares; 2026Q1: 4,572 shares 4,572 $660K 0.14% -197 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: 4,370 shares; 2024Q4: 4,372 shares; 2025Q1: 4,569 shares; 2025Q2: 4,387 shares; 2025Q3: 4,389 shares; 2025Q4: 4,391 shares; 2026Q1: 4,393 shares 4,393 $651K 0.14% +2 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,835 shares; 2025Q3: 2,513 shares; 2025Q4: 2,896 shares; 2026Q1: 3,184 shares 3,184 $648K 0.14% +288 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,191 shares; 2024Q4: 10,884 shares; 2025Q1: 9,404 shares; 2025Q2: 9,410 shares; 2025Q3: 9,414 shares; 2025Q4: 9,420 shares; 2026Q1: 9,425 shares 9,425 $643K 0.13% +5 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: 3,831 shares; 2024Q4: 3,692 shares; 2025Q1: 3,740 shares; 2025Q2: 3,764 shares; 2025Q3: 3,788 shares; 2025Q4: 3,750 shares; 2026Q1: 3,836 shares 3,836 $631K 0.13% +86 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: 5,370 shares; 2024Q4: 5,407 shares; 2025Q1: 5,407 shares; 2025Q2: 6,453 shares; 2025Q3: 6,453 shares; 2025Q4: 6,476 shares; 2026Q1: 6,476 shares 6,476 $629K 0.13% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 3,211 shares; 2025Q1: 3,343 shares; 2025Q2: 2,665 shares; 2025Q3: 2,645 shares; 2025Q4: 1,456 shares; 2026Q1: 1,681 shares 1,681 $625K 0.13% +225 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: 7,791 shares; 2024Q4: 6,619 shares; 2025Q1: 6,559 shares; 2025Q2: 6,557 shares; 2025Q3: 6,229 shares; 2025Q4: 6,306 shares; 2026Q1: 6,460 shares 6,460 $618K 0.13% +154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,842 shares; 2026Q1: 20,870 shares 20,870 $608K 0.13% +8,028 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: 507 shares; 2024Q4: 507 shares; 2025Q1: 493 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 4,357 shares; 2026Q1: 6,099 shares 6,099 $586K 0.12% +1,742 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: 4,553 shares; 2024Q4: 4,441 shares; 2025Q1: 4,807 shares; 2025Q2: 4,616 shares; 2025Q3: 4,693 shares; 2025Q4: 7,370 shares; 2026Q1: 8,754 shares 8,754 $586K 0.12% +1,384 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: 1,760 shares; 2024Q4: 1,761 shares; 2025Q1: 1,763 shares; 2025Q2: 1,788 shares; 2025Q3: 1,888 shares; 2025Q4: 1,889 shares; 2026Q1: 1,877 shares 1,877 $581K 0.12% -12 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,875 shares; 2025Q1: 4,416 shares; 2025Q2: 4,435 shares; 2025Q3: 4,453 shares; 2025Q4: 4,471 shares; 2026Q1: 4,261 shares 4,261 $579K 0.12% -210 Timeline XOP 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: 42,602 shares; 2024Q4: 42,164 shares; 2025Q1: 42,090 shares; 2025Q2: 22,410 shares; 2025Q3: 21,852 shares; 2025Q4: 21,494 shares; 2026Q1: 3,153 shares 3,153 $573K 0.12% -18,341 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: 6,038 shares; 2024Q4: 6,039 shares; 2025Q1: 6,037 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,032 shares 6,032 $567K 0.12% -6 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: 1,848 shares; 2024Q4: 1,856 shares; 2025Q1: 1,863 shares; 2025Q2: 1,871 shares; 2025Q3: 1,881 shares; 2025Q4: 1,889 shares; 2026Q1: 1,900 shares 1,900 $556K 0.12% +11 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: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 3,873 shares 3,873 $552K 0.12% +1,393 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: 10,385 shares; 2024Q4: 10,398 shares; 2025Q1: 14,015 shares; 2025Q2: 14,031 shares; 2025Q3: 14,046 shares; 2025Q4: 14,060 shares; 2026Q1: 13,295 shares 13,295 $546K 0.11% -765 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 4,065 shares; 2025Q1: 3,299 shares; 2025Q2: 3,299 shares; 2025Q3: 3,314 shares; 2025Q4: 3,332 shares; 2026Q1: 3,150 shares 3,150 $525K 0.11% -182 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,518 shares; 2024Q4: 15,518 shares; 2025Q1: 15,793 shares; 2025Q2: 15,793 shares; 2025Q3: 15,811 shares; 2025Q4: 15,811 shares; 2026Q1: 15,335 shares 15,335 $509K 0.11% -476 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: 1,752 shares; 2024Q4: 1,672 shares; 2025Q1: 1,673 shares; 2025Q2: 1,713 shares; 2025Q3: 1,676 shares; 2025Q4: 1,727 shares; 2026Q1: 1,728 shares 1,728 $491K 0.1% +1 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: 7,889 shares; 2024Q4: 7,911 shares; 2025Q1: 7,982 shares; 2025Q2: 8,596 shares; 2025Q3: 9,226 shares; 2025Q4: 6,204 shares; 2026Q1: 6,279 shares 6,279 $487K 0.1% +75 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,100 shares; 2025Q1: 1,125 shares; 2025Q2: 1,126 shares; 2025Q3: 1,376 shares; 2025Q4: 1,371 shares; 2026Q1: 1,377 shares 1,377 $484K 0.1% +6 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: 6,133 shares; 2024Q4: 5,995 shares; 2025Q1: 6,145 shares; 2025Q2: 6,166 shares; 2025Q3: 6,189 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares 6,120 $469K 0.1% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,856 shares; 2025Q1: 2,826 shares; 2025Q2: 3,165 shares; 2025Q3: 3,145 shares; 2025Q4: 2,978 shares; 2026Q1: 2,998 shares 2,998 $466K 0.1% +20 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: not reported; 2024Q4: 8,777 shares; 2025Q1: 8,766 shares; 2025Q2: 21,771 shares; 2025Q3: 18,376 shares; 2025Q4: 13,003 shares; 2026Q1: 15,264 shares 15,264 $443K 0.09% +2,261 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: 3,517 shares; 2024Q4: 10,141 shares; 2025Q1: 10,408 shares; 2025Q2: 11,576 shares; 2025Q3: 11,637 shares; 2025Q4: 11,701 shares; 2026Q1: 14,255 shares 14,255 $437K 0.09% +2,554 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: not reported; 2025Q4: not reported; 2026Q1: 9,108 shares 9,108 $437K 0.09% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,906 shares; 2025Q1: 1,893 shares; 2025Q2: 1,895 shares; 2025Q3: 1,903 shares; 2025Q4: 3,928 shares; 2026Q1: 3,986 shares 3,986 $434K 0.09% +58 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: not reported; 2024Q4: not reported; 2025Q1: 1,639 shares; 2025Q2: 1,642 shares; 2025Q3: 1,784 shares; 2025Q4: 1,648 shares; 2026Q1: 1,653 shares 1,653 $401K 0.08% +5 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: 4,143 shares; 2024Q4: 4,149 shares; 2025Q1: 4,146 shares; 2025Q2: 4,002 shares; 2025Q3: 2,613 shares; 2025Q4: 2,616 shares; 2026Q1: 2,646 shares 2,646 $389K 0.08% +30 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 7,458 shares; 2025Q1: 7,458 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 10,135 shares; 2026Q1: 9,610 shares 9,610 $389K 0.08% -525 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 14,159 shares; 2025Q4: 14,159 shares; 2026Q1: 11,805 shares 11,805 $387K 0.08% -2,354 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: 507 shares; 2024Q4: 532 shares; 2025Q1: 516 shares; 2025Q2: 631 shares; 2025Q3: 553 shares; 2025Q4: 554 shares; 2026Q1: 554 shares 554 $387K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 428 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $384K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 2,256 shares; 2026Q1: 3,760 shares 3,760 $370K 0.08% +1,504 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: 47,054 shares; 2024Q4: 44,634 shares; 2025Q1: 47,396 shares; 2025Q2: 47,606 shares; 2025Q3: 25,264 shares; 2025Q4: 8,548 shares; 2026Q1: 8,298 shares 8,298 $366K 0.08% -250 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: 5,292 shares; 2024Q4: 5,227 shares; 2025Q1: 5,240 shares; 2025Q2: 4,650 shares; 2025Q3: 5,451 shares; 2025Q4: 4,671 shares; 2026Q1: 4,680 shares 4,680 $358K 0.07% +9 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: 1,397 shares; 2024Q4: 1,256 shares; 2025Q1: 1,288 shares; 2025Q2: 1,259 shares; 2025Q3: 1,269 shares; 2025Q4: 1,272 shares; 2026Q1: 1,434 shares 1,434 $356K 0.07% +162 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 759 shares; 2026Q1: 759 shares 759 $330K 0.07% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 2,757 shares; 2025Q3: 2,755 shares; 2025Q4: 2,766 shares; 2026Q1: 2,861 shares 2,861 $324K 0.07% +95 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: 7,354 shares; 2024Q4: 6,397 shares; 2025Q1: 5,671 shares; 2025Q2: 5,719 shares; 2025Q3: 5,569 shares; 2025Q4: 5,638 shares; 2026Q1: 5,638 shares 5,638 $320K 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,198 shares; 2025Q1: 1,167 shares; 2025Q2: 1,407 shares; 2025Q3: 1,412 shares; 2025Q4: 1,381 shares; 2026Q1: 1,386 shares 1,386 $319K 0.07% +5 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,857 shares 6,857 $316K 0.07% new 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: 598 shares; 2024Q4: 588 shares; 2025Q1: 636 shares; 2025Q2: 630 shares; 2025Q3: 631 shares; 2025Q4: 613 shares; 2026Q1: 626 shares 626 $313K 0.07% +13 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 11,367 shares 11,367 $311K 0.07% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,714 shares; 2026Q1: 3,714 shares 3,714 $308K 0.06% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,419 shares; 2025Q1: 4,431 shares; 2025Q2: 4,438 shares; 2025Q3: 4,444 shares; 2025Q4: 4,452 shares; 2026Q1: 4,459 shares 4,459 $304K 0.06% +7 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: 2,412 shares; 2024Q4: 2,419 shares; 2025Q1: 2,425 shares; 2025Q2: 2,431 shares; 2025Q3: 2,437 shares; 2025Q4: 2,445 shares; 2026Q1: 3,104 shares 3,104 $302K 0.06% +659 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: not reported; 2025Q4: not reported; 2026Q1: 891 shares 891 $301K 0.06% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $294K 0.06% 0 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: 5,891 shares; 2024Q4: 5,845 shares; 2025Q1: 4,295 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,295 shares; 2026Q1: 4,582 shares 4,582 $294K 0.06% +287 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531 shares; 2026Q1: 543 shares 543 $292K 0.06% +12 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783 $290K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,105 shares; 2025Q1: 4,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,246 shares; 2026Q1: 4,690 shares 4,690 $284K 0.06% +444 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,187 shares 9,187 $280K 0.06% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,088 shares 3,088 $280K 0.06% new 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: 1,761 shares; 2024Q4: 1,768 shares; 2025Q1: 1,775 shares; 2025Q2: 1,745 shares; 2025Q3: 1,753 shares; 2025Q4: 1,760 shares; 2026Q1: 1,767 shares 1,767 $275K 0.06% +7 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: 2,949 shares; 2024Q4: 2,959 shares; 2025Q1: 2,980 shares; 2025Q2: 3,019 shares; 2025Q3: 2,972 shares; 2025Q4: 2,984 shares; 2026Q1: 3,027 shares 3,027 $271K 0.06% +43 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: 2,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,696 shares; 2026Q1: 691 shares 691 $271K 0.06% -1,005 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: 2,487 shares; 2024Q4: 2,869 shares; 2025Q1: 2,517 shares; 2025Q2: 2,619 shares; 2025Q3: 2,915 shares; 2025Q4: 2,628 shares; 2026Q1: 2,636 shares 2,636 $271K 0.06% +8 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares; 2026Q1: 3,813 shares 3,813 $266K 0.06% +483 Timeline ICVT 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: 2,176 shares; 2025Q4: not reported; 2026Q1: 2,553 shares 2,553 $260K 0.05% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 759 shares 759 $257K 0.05% -69 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: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: not reported; 2025Q3: 1,684 shares; 2025Q4: not reported; 2026Q1: 1,949 shares 1,949 $255K 0.05% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares; 2026Q1: 3,004 shares 3,004 $254K 0.05% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $253K 0.05% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $250K 0.05% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 7,246 shares; 2025Q4: 7,492 shares; 2026Q1: 4,938 shares 4,938 $247K 0.05% -2,554 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549 $240K 0.05% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,337 shares 2,337 $235K 0.05% new 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: 846 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares 898 $235K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,843 shares; 2025Q1: 2,418 shares; 2025Q2: 2,448 shares; 2025Q3: 1,254 shares; 2025Q4: not reported; 2026Q1: 1,594 shares 1,594 $233K 0.05% new 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: 4,790 shares; 2024Q4: 4,790 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares; 2026Q1: 4,786 shares 4,786 $230K 0.05% -1 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: not reported; 2025Q4: not reported; 2026Q1: 2,435 shares 2,435 $226K 0.05% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,571 shares; 2025Q2: 2,689 shares; 2025Q3: 2,799 shares; 2025Q4: 2,810 shares; 2026Q1: 2,752 shares 2,752 $226K 0.05% -58 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 1,730 shares; 2025Q4: 1,731 shares; 2026Q1: 1,698 shares 1,698 $223K 0.05% -33 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,051 shares; 2025Q1: 1,057 shares; 2025Q2: 1,099 shares; 2025Q3: 1,158 shares; 2025Q4: 1,072 shares; 2026Q1: 980 shares 980 $222K 0.05% -92 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,435 shares; 2025Q4: not reported; 2026Q1: 2,907 shares 2,907 $211K 0.04% new 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: 7,252 shares; 2024Q4: 7,298 shares; 2025Q1: 7,250 shares; 2025Q2: 7,533 shares; 2025Q3: 7,515 shares; 2025Q4: 7,237 shares; 2026Q1: 7,304 shares 7,304 $210K 0.04% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 698 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $201K 0.04% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 20,932 shares; 2026Q1: 19,555 shares 19,555 $198K 0.04% -1,377 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 10,325 shares; 2025Q1: 19,025 shares; 2025Q2: 19,025 shares; 2025Q3: 19,025 shares; 2025Q4: 19,025 shares; 2026Q1: 19,025 shares 19,025 $28.3K 0.01% 0 Timeline RVP RETRACTABLE TECHNOLOGIES INC More: the full row for RETRACTABLE 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: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $12.6K <0.01% 0 Timeline PBK POWERBANK CORP More: the full row for POWERBANK 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: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $8.03K <0.01% 0 Timeline