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: 793,510 shares; 2024Q4: 905,181 shares; 2025Q1: 907,351 shares; 2025Q2: 819,147 shares; 2025Q3: 751,737 shares; 2025Q4: 776,100 shares; 2026Q1: 825,917 shares 825,917 $494M 21.12% +49,817 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184,672 shares; 2024Q4: 1,291,687 shares; 2025Q1: 1,213,460 shares; 2025Q2: 1,205,677 shares; 2025Q3: 1,402,298 shares; 2025Q4: 1,562,158 shares; 2026Q1: 1,748,560 shares 1,748,560 $129M 5.51% +186,402 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: 193,449 shares; 2024Q4: 193,310 shares; 2025Q1: 192,753 shares; 2025Q2: 185,171 shares; 2025Q3: 180,267 shares; 2025Q4: 177,934 shares; 2026Q1: 177,621 shares 177,621 $116M 4.96% -313 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349,150 shares; 2024Q4: 1,352,485 shares; 2025Q1: 1,297,999 shares; 2025Q2: 1,095,504 shares; 2025Q3: 1,055,792 shares; 2025Q4: 1,044,957 shares; 2026Q1: 1,045,805 shares 1,045,805 $104M 4.44% +848 Timeline VPL 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: 1,059,127 shares; 2024Q4: 1,123,091 shares; 2025Q1: 1,118,993 shares; 2025Q2: 973,093 shares; 2025Q3: 891,952 shares; 2025Q4: 924,646 shares; 2026Q1: 932,861 shares 932,861 $91.2M 3.9% +8,215 Timeline TIP 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: 196,162 shares; 2024Q4: 211,756 shares; 2025Q1: 232,756 shares; 2025Q2: 219,734 shares; 2025Q3: 224,423 shares; 2025Q4: 695,525 shares; 2026Q1: 736,210 shares 736,210 $81.2M 3.48% +40,685 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: 969,431 shares; 2024Q4: 937,045 shares; 2025Q1: 969,866 shares; 2025Q2: 844,660 shares; 2025Q3: 816,444 shares; 2025Q4: 883,861 shares; 2026Q1: 945,101 shares 945,101 $77.9M 3.33% +61,240 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: 83,865 shares; 2024Q4: 91,097 shares; 2025Q1: 103,480 shares; 2025Q2: 112,416 shares; 2025Q3: 112,386 shares; 2025Q4: 106,978 shares; 2026Q1: 115,900 shares 115,900 $66.9M 2.86% +8,922 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: 1,135,495 shares; 2024Q4: 1,332,763 shares; 2025Q1: 1,443,287 shares; 2025Q2: 1,130,386 shares; 2025Q3: 1,056,665 shares; 2025Q4: 1,115,165 shares; 2026Q1: 1,165,645 shares 1,165,645 $63M 2.7% +50,480 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is 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: 2,883,134 shares 2,883,134 $60.8M 2.6% new 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: 703,646 shares; 2024Q4: 712,413 shares; 2025Q1: 916,268 shares; 2025Q2: 1,075,627 shares; 2025Q3: 987,419 shares; 2025Q4: 901,670 shares; 2026Q1: 1,045,621 shares 1,045,621 $52.2M 2.23% +143,951 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: 111,306 shares; 2024Q4: 111,453 shares; 2025Q1: 111,438 shares; 2025Q2: 107,188 shares; 2025Q3: 107,485 shares; 2025Q4: 108,138 shares; 2026Q1: 108,805 shares 108,805 $52.1M 2.23% +667 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: 368,798 shares; 2024Q4: 349,252 shares; 2025Q1: 348,979 shares; 2025Q2: 328,097 shares; 2025Q3: 309,107 shares; 2025Q4: 769,916 shares; 2026Q1: 755,336 shares 755,336 $46.3M 1.98% -14,580 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: 123,830 shares; 2024Q4: 126,736 shares; 2025Q1: 126,933 shares; 2025Q2: 130,842 shares; 2025Q3: 151,898 shares; 2025Q4: 169,550 shares; 2026Q1: 179,782 shares 179,782 $45.6M 1.95% +10,232 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822,722 shares; 2024Q4: 813,436 shares; 2025Q1: 794,496 shares; 2025Q2: 678,558 shares; 2025Q3: 642,997 shares; 2025Q4: 632,832 shares; 2026Q1: 631,240 shares 631,240 $44.4M 1.9% -1,592 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: 911,355 shares; 2024Q4: 810,169 shares; 2025Q1: 794,537 shares; 2025Q2: 671,754 shares; 2025Q3: 625,467 shares; 2025Q4: 622,239 shares; 2026Q1: 612,121 shares 612,121 $42.7M 1.83% -10,118 Timeline EUSA 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: 411,470 shares; 2025Q3: 375,093 shares; 2025Q4: 370,631 shares; 2026Q1: 369,074 shares 369,074 $37.6M 1.61% -1,557 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: 144,483 shares; 2024Q4: 148,294 shares; 2025Q1: 147,269 shares; 2025Q2: 125,411 shares; 2025Q3: 116,915 shares; 2025Q4: 121,441 shares; 2026Q1: 125,083 shares 125,083 $35.9M 1.54% +3,642 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: 106,663 shares; 2024Q4: 107,901 shares; 2025Q1: 109,319 shares; 2025Q2: 122,865 shares; 2025Q3: 112,526 shares; 2025Q4: 110,182 shares; 2026Q1: 103,314 shares 103,314 $33.1M 1.42% -6,868 Timeline URA 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: 641,158 shares; 2024Q4: 800,465 shares; 2025Q1: 1,202,805 shares; 2025Q2: 1,253,568 shares; 2025Q3: 1,219,573 shares; 2025Q4: 622,588 shares; 2026Q1: 625,201 shares 625,201 $30.3M 1.3% +2,613 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: not reported; 2024Q4: 146,480 shares; 2025Q1: 280,711 shares; 2025Q2: 133,654 shares; 2025Q3: 131,537 shares; 2025Q4: 137,070 shares; 2026Q1: 153,294 shares 153,294 $29.4M 1.26% +16,224 Timeline MLPX 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: 302,693 shares; 2024Q4: 320,801 shares; 2025Q1: 307,739 shares; 2025Q2: 285,235 shares; 2025Q3: 273,199 shares; 2025Q4: 368,431 shares; 2026Q1: 372,616 shares 372,616 $27.6M 1.18% +4,185 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: 189,570 shares; 2024Q4: 189,392 shares; 2025Q1: 189,672 shares; 2025Q2: 188,821 shares; 2025Q3: 175,520 shares; 2025Q4: 175,663 shares; 2026Q1: 175,663 shares 175,663 $22.4M 0.96% 0 Timeline EWC 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: 522,557 shares; 2024Q4: 548,302 shares; 2025Q1: 554,189 shares; 2025Q2: 418,923 shares; 2025Q3: 388,029 shares; 2025Q4: 391,088 shares; 2026Q1: 396,217 shares 396,217 $21.7M 0.93% +5,129 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: 103,557 shares; 2024Q4: 95,298 shares; 2025Q1: 235,320 shares; 2025Q2: 222,576 shares; 2025Q3: 217,556 shares; 2025Q4: 221,980 shares; 2026Q1: 104,922 shares 104,922 $18.3M 0.78% -117,058 Timeline EWL 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: 23,310 shares; 2024Q4: 24,210 shares; 2025Q1: 24,781 shares; 2025Q2: 278,761 shares; 2025Q3: 272,721 shares; 2025Q4: 290,051 shares; 2026Q1: 303,248 shares 303,248 $17.8M 0.76% +13,197 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: 8,491 shares; 2024Q4: 9,251 shares; 2025Q1: 9,244 shares; 2025Q2: 4,746 shares; 2025Q3: 2,671 shares; 2025Q4: 54,167 shares; 2026Q1: 54,369 shares 54,369 $15.6M 0.67% +202 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: 174,010 shares; 2024Q4: 174,109 shares; 2025Q1: 174,152 shares; 2025Q2: 174,255 shares; 2025Q3: 165,427 shares; 2025Q4: 165,337 shares; 2026Q1: 163,804 shares 163,804 $15.4M 0.66% -1,533 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: 43,559 shares; 2024Q4: 43,906 shares; 2025Q1: 43,906 shares; 2025Q2: 40,121 shares; 2025Q3: 38,293 shares; 2025Q4: 36,746 shares; 2026Q1: 35,038 shares 35,038 $15.3M 0.66% -1,708 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: 72,245 shares; 2024Q4: 72,327 shares; 2025Q1: 72,338 shares; 2025Q2: 72,275 shares; 2025Q3: 70,175 shares; 2025Q4: 70,486 shares; 2026Q1: 70,651 shares 70,651 $14.7M 0.63% +165 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: 56,805 shares; 2024Q4: 41,948 shares; 2025Q1: 41,321 shares; 2025Q2: 35,984 shares; 2025Q3: 32,930 shares; 2025Q4: 62,805 shares; 2026Q1: 69,484 shares 69,484 $14.5M 0.62% +6,679 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: 361,304 shares; 2024Q4: 367,689 shares; 2025Q1: 368,034 shares; 2025Q2: 368,034 shares; 2025Q3: 368,034 shares; 2025Q4: 373,253 shares; 2026Q1: 373,885 shares 373,885 $14.4M 0.61% +632 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: 21,292 shares; 2024Q4: 23,994 shares; 2025Q1: 23,994 shares; 2025Q2: 23,994 shares; 2025Q3: 23,722 shares; 2025Q4: 24,192 shares; 2026Q1: 21,423 shares 21,423 $14M 0.6% -2,769 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: 47,496 shares; 2024Q4: 51,079 shares; 2025Q1: 50,940 shares; 2025Q2: 40,194 shares; 2025Q3: 39,563 shares; 2025Q4: 28,925 shares; 2026Q1: 29,847 shares 29,847 $12.8M 0.55% +922 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: 332,201 shares; 2024Q4: 332,201 shares; 2025Q1: 332,201 shares; 2025Q2: 332,201 shares; 2025Q3: 332,201 shares; 2025Q4: 332,201 shares; 2026Q1: 332,201 shares 332,201 $12.6M 0.54% 0 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: 98,982 shares; 2024Q4: 114,856 shares; 2025Q1: 120,950 shares; 2025Q2: 124,098 shares; 2025Q3: 132,132 shares; 2025Q4: 218,546 shares; 2026Q1: 140,179 shares 140,179 $12.4M 0.53% -78,367 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: 24,459 shares; 2024Q4: 25,173 shares; 2025Q1: 24,869 shares; 2025Q2: 27,513 shares; 2025Q3: 28,032 shares; 2025Q4: 21,851 shares; 2026Q1: 29,239 shares 29,239 $10.9M 0.47% +7,388 Timeline WIP 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: 261,817 shares; 2024Q4: 276,817 shares; 2025Q1: 312,007 shares; 2025Q2: 299,787 shares; 2025Q3: 307,787 shares; 2025Q4: 275,263 shares; 2026Q1: 269,313 shares 269,313 $10.7M 0.46% -5,950 Timeline IPAC 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: 113,677 shares; 2024Q4: 140,401 shares; 2025Q1: 140,261 shares; 2025Q2: 137,140 shares; 2025Q3: 136,453 shares; 2025Q4: 135,687 shares; 2026Q1: 135,687 shares 135,687 $10.4M 0.44% 0 Timeline EPI 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: 207,871 shares; 2024Q4: 295,471 shares; 2025Q1: 295,771 shares; 2025Q2: 476,510 shares; 2025Q3: 205,514 shares; 2025Q4: 218,996 shares; 2026Q1: 237,496 shares 237,496 $9.69M 0.41% +18,500 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,490 shares; 2024Q4: 78,323 shares; 2025Q1: 122,771 shares; 2025Q2: 94,458 shares; 2025Q3: 104,549 shares; 2025Q4: 95,620 shares; 2026Q1: 97,731 shares 97,731 $8.96M 0.38% +2,111 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: 5,267 shares; 2024Q4: 5,252 shares; 2025Q1: 5,252 shares; 2025Q2: 5,250 shares; 2025Q3: 5,246 shares; 2025Q4: 5,232 shares; 2026Q1: 5,169 shares 5,169 $8.94M 0.38% -63 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,323 shares; 2025Q2: 47,268 shares; 2025Q3: 16,651 shares; 2025Q4: 18,326 shares; 2026Q1: 112,020 shares 112,020 $8.47M 0.36% +93,694 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: 127,674 shares; 2024Q4: 130,025 shares; 2025Q1: 131,402 shares; 2025Q2: 126,854 shares; 2025Q3: 118,740 shares; 2025Q4: 120,398 shares; 2026Q1: 124,996 shares 124,996 $8.01M 0.34% +4,598 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: 16,838 shares; 2024Q4: 31,192 shares; 2025Q1: 16,646 shares; 2025Q2: 15,658 shares; 2025Q3: 19,216 shares; 2025Q4: 20,385 shares; 2026Q1: 19,510 shares 19,510 $7.22M 0.31% -875 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: 36,675 shares; 2024Q4: 36,675 shares; 2025Q1: 46,185 shares; 2025Q2: 46,315 shares; 2025Q3: 47,463 shares; 2025Q4: 35,290 shares; 2026Q1: 49,368 shares 49,368 $7.22M 0.31% +14,078 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174,064 shares 174,064 $7.11M 0.3% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,317 shares 34,317 $6.98M 0.3% new 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: 9,163 shares; 2024Q4: 9,169 shares; 2025Q1: 9,169 shares; 2025Q2: 8,760 shares; 2025Q3: 8,659 shares; 2025Q4: 8,307 shares; 2026Q1: 7,934 shares 7,934 $6.71M 0.29% -373 Timeline IEF 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: 35,638 shares; 2024Q4: 145,559 shares; 2025Q1: 675,715 shares; 2025Q2: 595,000 shares; 2025Q3: 612,490 shares; 2025Q4: 663,362 shares; 2026Q1: 66,369 shares 66,369 $6.33M 0.27% -596,993 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: 142,142 shares; 2024Q4: 49,571 shares; 2025Q1: 49,771 shares; 2025Q2: 49,771 shares; 2025Q3: 50,009 shares; 2025Q4: 50,009 shares; 2026Q1: 50,009 shares 50,009 $6.27M 0.27% 0 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: 124,097 shares; 2024Q4: 123,988 shares; 2025Q1: 128,047 shares; 2025Q2: 126,658 shares; 2025Q3: 143,715 shares; 2025Q4: 142,946 shares; 2026Q1: 130,595 shares 130,595 $6.25M 0.27% -12,351 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,821 shares; 2025Q1: 6,513 shares; 2025Q2: 6,161 shares; 2025Q3: 13,401 shares; 2025Q4: 20,728 shares; 2026Q1: 21,510 shares 21,510 $6.19M 0.26% +782 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: 40,692 shares; 2025Q1: 38,577 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,086 shares 52,086 $6.18M 0.26% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,521 shares; 2024Q4: 41,385 shares; 2025Q1: 34,167 shares; 2025Q2: 23,587 shares; 2025Q3: 22,190 shares; 2025Q4: 28,463 shares; 2026Q1: 60,562 shares 60,562 $6.13M 0.26% +32,099 Timeline IXC 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: 36,991 shares; 2024Q4: 163,679 shares; 2025Q1: 161,047 shares; 2025Q2: 134,381 shares; 2025Q3: 110,830 shares; 2025Q4: 108,785 shares; 2026Q1: 106,085 shares 106,085 $6.11M 0.26% -2,700 Timeline SCHP 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: 153,450 shares; 2024Q4: 271,730 shares; 2025Q1: 225,950 shares; 2025Q2: 171,480 shares; 2025Q3: 122,960 shares; 2025Q4: 123,850 shares; 2026Q1: 218,530 shares 218,530 $5.82M 0.25% +94,680 Timeline VWOB 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: 71,406 shares; 2024Q4: 79,101 shares; 2025Q1: 65,799 shares; 2025Q2: 51,710 shares; 2025Q3: 50,709 shares; 2025Q4: 52,487 shares; 2026Q1: 84,867 shares 84,867 $5.57M 0.24% +32,380 Timeline EMLP 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: 129,938 shares; 2024Q4: 138,209 shares; 2025Q1: 140,909 shares; 2025Q2: 138,124 shares; 2025Q3: 142,924 shares; 2025Q4: 124,269 shares; 2026Q1: 124,269 shares 124,269 $5.43M 0.23% 0 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: 6,322 shares; 2024Q4: 15,172 shares; 2025Q1: 17,325 shares; 2025Q2: 6,990 shares; 2025Q3: 35,704 shares; 2025Q4: 41,789 shares; 2026Q1: 22,759 shares 22,759 $5.41M 0.23% -19,030 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: 42,889 shares; 2024Q4: 43,983 shares; 2025Q1: 43,984 shares; 2025Q2: 36,268 shares; 2025Q3: 31,756 shares; 2025Q4: 30,190 shares; 2026Q1: 26,802 shares 26,802 $5.26M 0.23% -3,388 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,145 shares; 2024Q4: 554,145 shares; 2025Q1: 554,047 shares; 2025Q2: 553,876 shares; 2025Q3: 553,876 shares; 2025Q4: 553,984 shares; 2026Q1: 557,678 shares 557,678 $5.09M 0.22% +3,694 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: 69,179 shares; 2024Q4: 63,444 shares; 2025Q1: 63,444 shares; 2025Q2: 50,629 shares; 2025Q3: 51,879 shares; 2025Q4: 45,849 shares; 2026Q1: 42,089 shares 42,089 $4.47M 0.19% -3,760 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,751 shares; 2025Q2: 35,370 shares; 2025Q3: 45,155 shares; 2025Q4: 49,975 shares; 2026Q1: 33,886 shares 33,886 $4.23M 0.18% -16,089 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: 112,417 shares; 2024Q4: 109,630 shares; 2025Q1: 84,271 shares; 2025Q2: 72,889 shares; 2025Q3: 63,098 shares; 2025Q4: 60,509 shares; 2026Q1: 60,734 shares 60,734 $4.1M 0.18% +225 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,458,202 shares; 2024Q4: 1,202,807 shares; 2025Q1: 120,923 shares; 2025Q2: 102,184 shares; 2025Q3: 83,235 shares; 2025Q4: 81,439 shares; 2026Q1: 68,386 shares 68,386 $4.07M 0.17% -13,053 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,779 shares; 2025Q3: 68,187 shares; 2025Q4: 110,975 shares; 2026Q1: 80,084 shares 80,084 $4.01M 0.17% -30,891 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: 6,669 shares; 2024Q4: 7,133 shares; 2025Q1: 7,877 shares; 2025Q2: 7,194 shares; 2025Q3: 6,254 shares; 2025Q4: 4,834 shares; 2026Q1: 13,368 shares 13,368 $3.93M 0.17% +8,534 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: 519,900 shares; 2025Q4: 507,550 shares; 2026Q1: 507,761 shares 507,761 $3.86M 0.17% +211 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: 16,476 shares; 2024Q4: 19,632 shares; 2025Q1: 19,537 shares; 2025Q2: 17,606 shares; 2025Q3: 16,783 shares; 2025Q4: 16,216 shares; 2026Q1: 14,702 shares 14,702 $3.85M 0.16% -1,514 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: 50,343 shares; 2024Q4: 50,252 shares; 2025Q1: 49,745 shares; 2025Q2: 49,745 shares; 2025Q3: 52,796 shares; 2025Q4: 55,537 shares; 2026Q1: 57,425 shares 57,425 $3.38M 0.14% +1,888 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: 33,397 shares; 2024Q4: 34,497 shares; 2025Q1: 35,597 shares; 2025Q2: 38,140 shares; 2025Q3: 39,640 shares; 2025Q4: 34,960 shares; 2026Q1: 34,960 shares 34,960 $3.28M 0.14% 0 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,031 shares; 2024Q4: 122,031 shares; 2025Q1: 137,031 shares; 2025Q2: 128,681 shares; 2025Q3: 131,581 shares; 2025Q4: 122,364 shares; 2026Q1: 122,364 shares 122,364 $2.88M 0.12% 0 Timeline FXI 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: 80,036 shares; 2025Q4: 80,049 shares; 2026Q1: 80,036 shares 80,036 $2.87M 0.12% -13 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,890 shares; 2026Q1: 87,414 shares 87,414 $2.8M 0.12% +38,524 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: 5,172 shares; 2024Q4: 5,172 shares; 2025Q1: 5,172 shares; 2025Q2: 5,172 shares; 2025Q3: 5,215 shares; 2025Q4: 5,645 shares; 2026Q1: 7,173 shares 7,173 $2.8M 0.12% +1,528 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,392 shares; 2025Q2: 22,936 shares; 2025Q3: 78,306 shares; 2025Q4: 105,734 shares; 2026Q1: 93,900 shares 93,900 $2.71M 0.12% -11,834 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: 5,599 shares; 2024Q4: not reported; 2025Q1: 5,879 shares; 2025Q2: 17,219 shares; 2025Q3: 23,719 shares; 2025Q4: 23,596 shares; 2026Q1: 14,670 shares 14,670 $2.56M 0.11% -8,926 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,715 shares; 2024Q4: 40,715 shares; 2025Q1: 40,715 shares; 2025Q2: 40,715 shares; 2025Q3: 40,715 shares; 2025Q4: 91,757 shares; 2026Q1: 102,856 shares 102,856 $2.52M 0.11% +11,099 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: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares 10,900 $2.3M 0.1% 0 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: 5,942 shares; 2024Q4: 5,942 shares; 2025Q1: 5,942 shares; 2025Q2: 5,942 shares; 2025Q3: 5,942 shares; 2025Q4: 5,942 shares; 2026Q1: 5,942 shares 5,942 $2.12M 0.09% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,760 shares; 2025Q3: 59,740 shares; 2025Q4: 59,740 shares; 2026Q1: 59,740 shares 59,740 $2.02M 0.09% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,798 shares; 2024Q4: 9,897 shares; 2025Q1: 12,514 shares; 2025Q2: 8,802 shares; 2025Q3: 7,473 shares; 2025Q4: 8,648 shares; 2026Q1: 8,066 shares 8,066 $2M 0.09% -582 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: 3,372 shares; 2024Q4: 3,298 shares; 2025Q1: 3,291 shares; 2025Q2: 3,164 shares; 2025Q3: 3,138 shares; 2025Q4: 2,869 shares; 2026Q1: 2,914 shares 2,914 $1.8M 0.08% +45 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: 14,293 shares; 2024Q4: 14,301 shares; 2025Q1: 16,378 shares; 2025Q2: 16,389 shares; 2025Q3: 12,912 shares; 2025Q4: 13,105 shares; 2026Q1: 11,323 shares 11,323 $1.6M 0.07% -1,782 Timeline PMAR 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: 35,815 shares; 2026Q1: 35,815 shares 35,815 $1.6M 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,228 shares; 2025Q3: 5,728 shares; 2025Q4: 16,369 shares; 2026Q1: 11,321 shares 11,321 $1.5M 0.06% -5,048 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: 10,248 shares; 2024Q4: 10,249 shares; 2025Q1: 10,342 shares; 2025Q2: 10,260 shares; 2025Q3: 10,261 shares; 2025Q4: 10,156 shares; 2026Q1: 10,156 shares 10,156 $1.4M 0.06% 0 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: 4,532 shares; 2024Q4: 4,532 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,532 shares; 2026Q1: 4,532 shares 4,532 $1.35M 0.06% 0 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: 7,519 shares; 2024Q4: 5,988 shares; 2025Q1: 5,988 shares; 2025Q2: 5,998 shares; 2025Q3: 5,944 shares; 2025Q4: 7,497 shares; 2026Q1: 9,375 shares 9,375 $1.3M 0.06% +1,878 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: 620,408 shares; 2024Q4: 656,583 shares; 2025Q1: 62,587 shares; 2025Q2: 49,447 shares; 2025Q3: 47,652 shares; 2025Q4: 51,570 shares; 2026Q1: 37,373 shares 37,373 $1.25M 0.05% -14,197 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,801 shares; 2024Q4: 18,854 shares; 2025Q1: 18,853 shares; 2025Q2: 15,583 shares; 2025Q3: 15,545 shares; 2025Q4: 15,545 shares; 2026Q1: 15,055 shares 15,055 $1.24M 0.05% -490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,246 shares; 2025Q4: 19,449 shares; 2026Q1: 9,830 shares 9,830 $1.22M 0.05% -9,619 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: 1,566 shares; 2024Q4: 911 shares; 2025Q1: 934 shares; 2025Q2: 1,064 shares; 2025Q3: 884 shares; 2025Q4: 1,991 shares; 2026Q1: 2,133 shares 2,133 $1.22M 0.05% +142 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,925 shares; 2025Q1: 5,955 shares; 2025Q2: 5,990 shares; 2025Q3: 6,391 shares; 2025Q4: 7,153 shares; 2026Q1: 6,661 shares 6,661 $1.22M 0.05% -492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,420 shares; 2026Q1: 19,706 shares 19,706 $1.2M 0.05% +5,286 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: 13,074 shares; 2024Q4: 13,074 shares; 2025Q1: 13,074 shares; 2025Q2: 13,074 shares; 2025Q3: 12,874 shares; 2025Q4: 12,833 shares; 2026Q1: 12,772 shares 12,772 $1.17M 0.05% -61 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,320 shares; 2024Q4: 8,320 shares; 2025Q1: 8,320 shares; 2025Q2: 8,320 shares; 2025Q3: 9,009 shares; 2025Q4: 8,532 shares; 2026Q1: 8,361 shares 8,361 $1.13M 0.05% -171 Timeline PMAY 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: 27,762 shares; 2026Q1: 27,762 shares 27,762 $1.11M 0.05% 0 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: 1,592 shares; 2025Q4: 2,351 shares; 2026Q1: 3,220 shares 3,220 $1.09M 0.05% +869 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 604 shares; 2026Q1: 789 shares 789 $1.09M 0.05% +185 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,614 shares; 2026Q1: 12,553 shares 12,553 $1.09M 0.05% -61 Timeline PCG PG&E CORP More: the full row for PG&E 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: 19,845 shares; 2025Q4: 44,601 shares; 2026Q1: 61,382 shares 61,382 $1.08M 0.05% +16,781 Timeline HEDJ 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: 22,214 shares; 2024Q4: 22,214 shares; 2025Q1: 22,214 shares; 2025Q2: 21,954 shares; 2025Q3: 20,354 shares; 2025Q4: 20,354 shares; 2026Q1: 20,354 shares 20,354 $1.06M 0.05% 0 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: 3,268 shares; 2024Q4: 3,539 shares; 2025Q1: 3,582 shares; 2025Q2: 2,647 shares; 2025Q3: 3,286 shares; 2025Q4: 5,847 shares; 2026Q1: 6,458 shares 6,458 $1.03M 0.04% +611 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: not reported; 2025Q1: 1,576 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 6,372 shares 6,372 $1.03M 0.04% +4,796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,007 shares; 2025Q4: 8,230 shares; 2026Q1: 8,207 shares 8,207 $994K 0.04% -23 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: 12,562 shares; 2024Q4: 12,562 shares; 2025Q1: 12,562 shares; 2025Q2: 12,562 shares; 2025Q3: 12,562 shares; 2025Q4: 12,562 shares; 2026Q1: 12,562 shares 12,562 $993K 0.04% 0 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: 16,997 shares; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,786 shares; 2026Q1: 6,728 shares 6,728 $986K 0.04% +942 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: 1,183 shares; 2024Q4: 1,196 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares 1,411 $985K 0.04% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 7,013 shares; 2025Q4: 11,637 shares; 2026Q1: 14,178 shares 14,178 $981K 0.04% +2,541 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: 792 shares; 2024Q4: 794 shares; 2025Q1: 805 shares; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 2,500 shares; 2026Q1: 2,924 shares 2,924 $956K 0.04% +424 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,083 shares 19,083 $954K 0.04% 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: 19,605 shares; 2024Q4: 19,621 shares; 2025Q1: 17,131 shares; 2025Q2: 19,022 shares; 2025Q3: 20,262 shares; 2025Q4: 20,532 shares; 2026Q1: 9,777 shares 9,777 $935K 0.04% -10,755 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,885 shares; 2025Q4: 9,265 shares; 2026Q1: 12,736 shares 12,736 $932K 0.04% +3,471 Timeline EWY 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: 15,786 shares; 2024Q4: 16,386 shares; 2025Q1: 17,586 shares; 2025Q2: 18,244 shares; 2025Q3: 18,244 shares; 2025Q4: 15,880 shares; 2026Q1: 7,457 shares 7,457 $917K 0.04% -8,423 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: 3,153 shares; 2024Q4: 3,166 shares; 2025Q1: 3,060 shares; 2025Q2: 733 shares; 2025Q3: 446 shares; 2025Q4: not reported; 2026Q1: 918 shares 918 $915K 0.04% 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: 30,493 shares; 2024Q4: 39,805 shares; 2025Q1: 29,666 shares; 2025Q2: 26,853 shares; 2025Q3: 9,672 shares; 2025Q4: not reported; 2026Q1: 10,863 shares 10,863 $891K 0.04% new Timeline EAGG 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: 21,890 shares; 2024Q4: 21,959 shares; 2025Q1: 28,044 shares; 2025Q2: 27,699 shares; 2025Q3: 30,659 shares; 2025Q4: 34,310 shares; 2026Q1: 18,420 shares 18,420 $876K 0.04% -15,890 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: 852 shares; 2024Q4: 861 shares; 2025Q1: 877 shares; 2025Q2: 782 shares; 2025Q3: 748 shares; 2025Q4: 777 shares; 2026Q1: 952 shares 952 $875K 0.04% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,167 shares; 2025Q4: 1,987 shares; 2026Q1: 2,340 shares 2,340 $837K 0.04% +353 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,213 shares; 2025Q1: 13,359 shares; 2025Q2: 13,359 shares; 2025Q3: 13,580 shares; 2025Q4: 13,753 shares; 2026Q1: 11,481 shares 11,481 $796K 0.03% -2,272 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: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,251 shares; 2025Q2: 1,536 shares; 2025Q3: 1,403 shares; 2025Q4: 1,433 shares; 2026Q1: 2,497 shares 2,497 $773K 0.03% +1,064 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: 35,452 shares; 2024Q4: 15,335 shares; 2025Q1: 15,335 shares; 2025Q2: 15,337 shares; 2025Q3: 13,917 shares; 2025Q4: 14,538 shares; 2026Q1: 14,948 shares 14,948 $747K 0.03% +410 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: 432 shares; 2025Q1: 447 shares; 2025Q2: 439 shares; 2025Q3: 365 shares; 2025Q4: 441 shares; 2026Q1: 764 shares 764 $735K 0.03% +323 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: not reported; 2024Q4: 344,040 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 4,780 shares; 2026Q1: 5,750 shares 5,750 $726K 0.03% +970 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,417 shares; 2025Q4: 1,998 shares; 2026Q1: 2,093 shares 2,093 $718K 0.03% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 967 shares; 2026Q1: 1,176 shares 1,176 $711K 0.03% +209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,026 shares; 2025Q4: 1,510 shares; 2026Q1: 2,500 shares 2,500 $710K 0.03% +990 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,004 shares; 2026Q1: 2,605 shares 2,605 $705K 0.03% +601 Timeline DFUV 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: 14,422 shares; 2024Q4: 14,422 shares; 2025Q1: 14,422 shares; 2025Q2: 14,422 shares; 2025Q3: 14,422 shares; 2025Q4: 14,422 shares; 2026Q1: 14,422 shares 14,422 $699K 0.03% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,082 shares; 2024Q4: 11,082 shares; 2025Q1: 11,082 shares; 2025Q2: 11,082 shares; 2025Q3: 11,082 shares; 2025Q4: 11,082 shares; 2026Q1: 11,082 shares 11,082 $692K 0.03% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,391 shares; 2026Q1: 20,774 shares 20,774 $680K 0.03% +2,383 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: 11,850 shares; 2024Q4: 11,866 shares; 2025Q1: 11,882 shares; 2025Q2: 11,767 shares; 2025Q3: 11,781 shares; 2025Q4: 11,796 shares; 2026Q1: 6,018 shares 6,018 $676K 0.03% -5,778 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: 12,356 shares; 2024Q4: 11,903 shares; 2025Q1: 9,818 shares; 2025Q2: 313,339 shares; 2025Q3: 318,692 shares; 2025Q4: 8,395 shares; 2026Q1: 8,025 shares 8,025 $664K 0.03% -370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 569 shares; 2026Q1: 859 shares 859 $664K 0.03% +290 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: 48,831 shares; 2024Q4: 30,827 shares; 2025Q1: 28,198 shares; 2025Q2: 13,724 shares; 2025Q3: 12,706 shares; 2025Q4: 11,368 shares; 2026Q1: 6,215 shares 6,215 $662K 0.03% -5,153 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: 5,000 shares; 2024Q4: 5,023 shares; 2025Q1: 5,017 shares; 2025Q2: 5,000 shares; 2025Q3: 5,336 shares; 2025Q4: 5,523 shares; 2026Q1: 5,564 shares 5,564 $660K 0.03% +41 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $652K 0.03% 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: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 734 shares 734 $641K 0.03% +345 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: 2,655 shares; 2024Q4: 2,889 shares; 2025Q1: 2,847 shares; 2025Q2: 2,843 shares; 2025Q3: 1,915 shares; 2025Q4: 2,279 shares; 2026Q1: 3,344 shares 3,344 $635K 0.03% +1,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,176 shares; 2026Q1: 3,398 shares 3,398 $619K 0.03% +222 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 2,087 shares 2,087 $619K 0.03% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: not reported; 2025Q4: 2,056 shares; 2026Q1: 2,814 shares 2,814 $596K 0.03% +758 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $566K 0.02% 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: 1,364 shares; 2024Q4: 1,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,379 shares; 2025Q4: 5,299 shares; 2026Q1: 3,624 shares 3,624 $563K 0.02% -1,675 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,541 shares; 2026Q1: 5,145 shares 5,145 $557K 0.02% +604 Timeline OKLO OKLO INC More: the full row for OKLO 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: 11,493 shares; 2026Q1: 11,117 shares 11,117 $551K 0.02% -376 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: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 3,716 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,716 shares; 2026Q1: 3,716 shares 3,716 $550K 0.02% 0 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: 2,804 shares; 2024Q4: 3,096 shares; 2025Q1: 3,209 shares; 2025Q2: 2,834 shares; 2025Q3: 2,105 shares; 2025Q4: 1,217 shares; 2026Q1: 1,611 shares 1,611 $487K 0.02% +394 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,214 shares; 2024Q4: 21,293 shares; 2025Q1: 16,552 shares; 2025Q2: 14,464 shares; 2025Q3: 10,377 shares; 2025Q4: 8,776 shares; 2026Q1: 8,294 shares 8,294 $486K 0.02% -482 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 182 shares; 2025Q4: 148 shares; 2026Q1: 141 shares 141 $476K 0.02% -7 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,261 shares; 2024Q4: 9,317 shares; 2025Q1: 7,517 shares; 2025Q2: 6,919 shares; 2025Q3: 5,927 shares; 2025Q4: 6,997 shares; 2026Q1: 5,982 shares 5,982 $474K 0.02% -1,015 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,375 shares; 2025Q1: 2,362 shares; 2025Q2: 1,385 shares; 2025Q3: 1,228 shares; 2025Q4: 1,153 shares; 2026Q1: 1,730 shares 1,730 $468K 0.02% +577 Timeline PJUL 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: 10,157 shares; 2026Q1: 10,157 shares 10,157 $467K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 3,005 shares; 2026Q1: 3,792 shares 3,792 $450K 0.02% +787 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: 2,489 shares; 2024Q4: 2,449 shares; 2025Q1: 1,338 shares; 2025Q2: 1,321 shares; 2025Q3: 1,163 shares; 2025Q4: 1,240 shares; 2026Q1: 1,317 shares 1,317 $446K 0.02% +77 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: 598 shares; 2024Q4: 1,001 shares; 2025Q1: 1,201 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 948 shares; 2026Q1: 948 shares 948 $440K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 681 shares 681 $433K 0.02% -439 Timeline EWH 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: 17,091 shares; 2024Q4: 18,691 shares; 2025Q1: 19,391 shares; 2025Q2: 20,561 shares; 2025Q3: 20,561 shares; 2025Q4: 18,256 shares; 2026Q1: 18,256 shares 18,256 $422K 0.02% 0 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $411K 0.02% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,119 shares 4,119 $410K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,220 shares; 2026Q1: 3,874 shares 3,874 $405K 0.02% +1,654 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: 3,774 shares; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 3,974 shares; 2026Q1: 4,351 shares 4,351 $404K 0.02% +377 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,138 shares; 2025Q1: 1,133 shares; 2025Q2: 874 shares; 2025Q3: 757 shares; 2025Q4: 938 shares; 2026Q1: 804 shares 804 $402K 0.02% -134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares 2,303 $399K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 2,171 shares; 2026Q1: 1,601 shares 1,601 $398K 0.02% -570 Timeline DTD 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: 3,316 shares; 2026Q1: 4,411 shares 4,411 $381K 0.02% +1,095 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659 $379K 0.02% new 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: not reported; 2024Q4: 4,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,741 shares; 2026Q1: 7,172 shares 7,172 $377K 0.02% +431 Timeline EWZ 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: 8,946 shares; 2024Q4: 9,446 shares; 2025Q1: 9,446 shares; 2025Q2: 9,556 shares; 2025Q3: 10,931 shares; 2025Q4: 9,773 shares; 2026Q1: 9,773 shares 9,773 $375K 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 504 shares 504 $372K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,785 shares; 2025Q4: 10,642 shares; 2026Q1: 8,394 shares 8,394 $370K 0.02% -2,248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 2,051 shares; 2026Q1: 2,515 shares 2,515 $370K 0.02% +464 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 2,430 shares; 2025Q4: 7,397 shares; 2026Q1: 4,599 shares 4,599 $370K 0.02% -2,798 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: 21,437 shares; 2024Q4: 21,437 shares; 2025Q1: 21,437 shares; 2025Q2: 27,430 shares; 2025Q3: 23,412 shares; 2025Q4: 23,412 shares; 2026Q1: 8,128 shares 8,128 $370K 0.02% -15,284 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: 3,037 shares; 2024Q4: 3,037 shares; 2025Q1: 3,037 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares 3,037 $368K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: not reported; 2026Q1: 2,537 shares 2,537 $366K 0.02% new 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: 17,000 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,670 shares; 2025Q3: 8,670 shares; 2025Q4: 7,777 shares; 2026Q1: 7,777 shares 7,777 $364K 0.02% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 2,565 shares; 2026Q1: 3,251 shares 3,251 $360K 0.02% +686 Timeline ITM 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: 16,436 shares; 2024Q4: 16,355 shares; 2025Q1: 20,865 shares; 2025Q2: 19,466 shares; 2025Q3: 17,858 shares; 2025Q4: 17,787 shares; 2026Q1: 7,692 shares 7,692 $357K 0.02% -10,095 Timeline SUSL 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: 5,675 shares; 2024Q4: 5,675 shares; 2025Q1: 5,675 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares 3,112 $354K 0.02% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,169 shares; 2026Q1: 4,206 shares 4,206 $352K 0.02% +1,037 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 856 shares; 2026Q1: 733 shares 733 $352K 0.02% -123 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,402 shares 1,402 $351K 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,187 shares; 2025Q4: 2,194 shares; 2026Q1: 3,304 shares 3,304 $348K 0.01% +1,110 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 4,039 shares 4,039 $348K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,857 shares; 2026Q1: 3,066 shares 3,066 $348K 0.01% +209 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488 shares 488 $343K 0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL 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: 1,624 shares; 2026Q1: 4,638 shares 4,638 $343K 0.01% +3,014 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,760 shares; 2026Q1: 2,541 shares 2,541 $335K 0.01% +781 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,943 shares 4,943 $329K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares 248 $328K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,791 shares 7,791 $324K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,818 shares; 2026Q1: 1,513 shares 1,513 $324K 0.01% -305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,226 shares; 2026Q1: 3,934 shares 3,934 $321K 0.01% +708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 76 shares 76 $320K 0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,697 shares 1,697 $317K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $315K 0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,580 shares; 2026Q1: 3,145 shares 3,145 $315K 0.01% +565 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 659 shares; 2026Q1: 826 shares 826 $314K 0.01% +167 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: 706 shares; 2024Q4: 707 shares; 2025Q1: 708 shares; 2025Q2: 425 shares; 2025Q3: 511 shares; 2025Q4: 312 shares; 2026Q1: 724 shares 724 $313K 0.01% +412 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 1,069 shares 1,069 $312K 0.01% +314 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,652 shares; 2026Q1: 3,555 shares 3,555 $311K 0.01% +903 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,120 shares; 2026Q1: 5,169 shares 5,169 $310K 0.01% +1,049 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $307K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 689 shares; 2025Q1: 728 shares; 2025Q2: 523 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 721 shares 721 $307K 0.01% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 3,467 shares; 2026Q1: 5,356 shares 5,356 $303K 0.01% +1,889 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: 1,097 shares; 2024Q4: 1,099 shares; 2025Q1: 1,097 shares; 2025Q2: 1,110 shares; 2025Q3: 1,092 shares; 2025Q4: 1,392 shares; 2026Q1: 1,316 shares 1,316 $302K 0.01% -76 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: not reported; 2026Q1: 7,227 shares 7,227 $300K 0.01% new 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: 13,126 shares; 2024Q4: 14,571 shares; 2025Q1: 14,546 shares; 2025Q2: 10,644 shares; 2025Q3: 11,339 shares; 2025Q4: 12,232 shares; 2026Q1: 6,061 shares 6,061 $295K 0.01% -6,171 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: not reported; 2025Q4: 707 shares; 2026Q1: 769 shares 769 $295K 0.01% +62 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,928 shares 3,928 $289K 0.01% new 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: not reported; 2025Q4: 3,409 shares; 2026Q1: 2,344 shares 2,344 $288K 0.01% -1,065 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,610 shares; 2026Q1: 1,744 shares 1,744 $288K 0.01% +134 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,832 shares 3,832 $286K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,719 shares; 2026Q1: 1,425 shares 1,425 $285K 0.01% -294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,733 shares 3,733 $284K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,245 shares 1,245 $281K 0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 6,023 shares; 2026Q1: 5,199 shares 5,199 $280K 0.01% -824 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,304 shares 4,304 $276K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,433 shares; 2026Q1: 8,215 shares 8,215 $275K 0.01% +782 Timeline LTPZ 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: 615,058 shares; 2025Q1: 629,202 shares; 2025Q2: 8,232 shares; 2025Q3: 8,230 shares; 2025Q4: 10,163 shares; 2026Q1: 5,333 shares 5,333 $272K 0.01% -4,830 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,028 shares; 2025Q1: 3,152 shares; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,297 shares; 2026Q1: 2,128 shares 2,128 $269K 0.01% -169 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: 6,130 shares; 2026Q1: 6,253 shares 6,253 $268K 0.01% +123 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,486 shares 1,486 $268K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 496 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: not reported; 2025Q4: 527 shares; 2026Q1: 593 shares 593 $264K 0.01% +66 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is 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: 2,385 shares 2,385 $262K 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: 2,002 shares; 2024Q4: 2,076 shares; 2025Q1: 2,002 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,680 shares; 2026Q1: 2,631 shares 2,631 $259K 0.01% -49 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 3,174 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,149 shares; 2026Q1: 3,961 shares 3,961 $258K 0.01% -188 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,459 shares 1,459 $256K 0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,388 shares; 2025Q3: 2,388 shares; 2025Q4: 2,388 shares; 2026Q1: 2,388 shares 2,388 $256K 0.01% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 780 shares 780 $254K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC 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: 12,746 shares; 2026Q1: 11,710 shares 11,710 $253K 0.01% -1,036 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: 226,527 shares; 2025Q1: 241,232 shares; 2025Q2: 213,842 shares; 2025Q3: 217,855 shares; 2025Q4: 2,570 shares; 2026Q1: 2,507 shares 2,507 $253K 0.01% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,838 shares; 2025Q4: 2,140 shares; 2026Q1: 1,476 shares 1,476 $246K 0.01% -664 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,477 shares 1,477 $244K 0.01% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,990 shares; 2025Q3: 5,937 shares; 2025Q4: 5,937 shares; 2026Q1: 5,937 shares 5,937 $242K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 1,594 shares; 2026Q1: 1,707 shares 1,707 $241K 0.01% +113 Timeline EFAX 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: 4,624 shares; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,837 shares; 2026Q1: 4,837 shares 4,837 $241K 0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 4,490 shares; 2025Q3: 4,490 shares; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares 4,490 $239K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 2,374 shares; 2026Q1: 1,925 shares 1,925 $237K 0.01% -449 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 474 shares 474 $235K 0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares; 2026Q1: 1,472 shares 1,472 $233K 0.01% +309 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: not reported; 2026Q1: 432 shares 432 $232K 0.01% new Timeline MASI MASIMO CORP More: the full row for MASIMO 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: 1,304 shares 1,304 $232K 0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS 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: 3,418 shares; 2026Q1: 2,787 shares 2,787 $229K 0.01% -631 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: 63,702 shares; 2024Q4: 67,411 shares; 2025Q1: 52,482 shares; 2025Q2: 47,748 shares; 2025Q3: 19,432 shares; 2025Q4: 18,598 shares; 2026Q1: 4,587 shares 4,587 $226K 0.01% -14,011 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: not reported; 2025Q4: not reported; 2026Q1: 5,314 shares 5,314 $226K 0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,688 shares 1,688 $225K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: not reported; 2025Q4: 1,636 shares; 2026Q1: 2,007 shares 2,007 $224K 0.01% +371 Timeline PAVE 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: 22,048 shares; 2024Q4: 14,577 shares; 2025Q1: 14,640 shares; 2025Q2: 7,385 shares; 2025Q3: 5,481 shares; 2025Q4: 7,285 shares; 2026Q1: 4,400 shares 4,400 $224K 0.01% -2,885 Timeline VOOV 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: not reported; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $222K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares 226 $222K 0.01% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 5,833 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,833 shares; 2025Q4: 5,833 shares; 2026Q1: 5,833 shares 5,833 $219K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,475 shares 3,475 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares 660 $217K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,539 shares 1,539 $216K 0.01% new 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: not reported; 2024Q4: 73,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,158 shares; 2025Q4: 964 shares; 2026Q1: 1,429 shares 1,429 $216K 0.01% +465 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 1,192 shares; 2025Q1: 1,234 shares; 2025Q2: 1,208 shares; 2025Q3: 1,094 shares; 2025Q4: not reported; 2026Q1: 1,085 shares 1,085 $215K 0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 545 shares 545 $215K 0.01% 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: 3,982 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 2,359 shares; 2026Q1: 2,359 shares 2,359 $214K 0.01% 0 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: not reported; 2024Q4: 1,092 shares; 2025Q1: 1,067 shares; 2025Q2: not reported; 2025Q3: 2,294 shares; 2025Q4: not reported; 2026Q1: 3,826 shares 3,826 $213K 0.01% new 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: 4,406 shares; 2025Q4: 5,076 shares; 2026Q1: 1,130 shares 1,130 $213K 0.01% -3,946 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 359 shares 359 $213K 0.01% -94 Timeline MOAT 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: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $213K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,563 shares; 2026Q1: 6,635 shares 6,635 $212K 0.01% +72 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,433 shares 3,433 $212K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,425 shares 4,425 $210K 0.01% 0 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: 561 shares; 2024Q4: 589 shares; 2025Q1: 569 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 791 shares; 2026Q1: 849 shares 849 $206K 0.01% +58 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 382 shares 382 $206K 0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,591 shares; 2026Q1: 3,003 shares 3,003 $205K 0.01% -588 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: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares 8,150 $203K 0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,997 shares 2,997 $203K 0.01% new Timeline BBJP 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: not reported; 2026Q1: 2,936 shares 2,936 $202K 0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 874 shares; 2026Q1: 616 shares 616 $201K 0.01% -258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 970 shares 970 $201K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,046 shares; 2025Q4: 32,320 shares; 2026Q1: 23,112 shares 23,112 $153K 0.01% -9,208 Timeline STGW STAGWELL INC More: the full row for STAGWELL 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: 31,809 shares; 2026Q1: 11,698 shares 11,698 $73.6K <0.01% -20,111 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 12,437 shares; 2026Q1: 14,244 shares 14,244 $43.7K <0.01% +1,807 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,110 shares 12,110 $41.5K <0.01% new Timeline OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,378 shares; 2024Q4: 10,378 shares; 2025Q1: 10,378 shares; 2025Q2: 10,378 shares; 2025Q3: 10,378 shares; 2025Q4: 10,378 shares; 2026Q1: 10,378 shares 10,378 $8.65K <0.01% 0 Timeline