DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,897 shares; 2024Q4: 442,947 shares; 2025Q1: 521,259 shares; 2025Q2: 558,375 shares; 2025Q3: 542,575 shares; 2025Q4: 514,982 shares; 2026Q1: 510,077 shares 510,077 $44.8M 6.28% -4,905 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: 50,548 shares; 2024Q4: 53,174 shares; 2025Q1: 53,973 shares; 2025Q2: 54,361 shares; 2025Q3: 56,216 shares; 2025Q4: 56,524 shares; 2026Q1: 55,430 shares 55,430 $36M 5.05% -1,094 Timeline BKAG 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: 557,655 shares; 2024Q4: 603,037 shares; 2025Q1: 619,117 shares; 2025Q2: 612,315 shares; 2025Q3: 636,224 shares; 2025Q4: 659,997 shares; 2026Q1: 716,350 shares 716,350 $30.2M 4.23% +56,353 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,449 shares; 2024Q4: 106,884 shares; 2025Q1: 106,384 shares; 2025Q2: 107,720 shares; 2025Q3: 114,168 shares; 2025Q4: 113,226 shares; 2026Q1: 112,443 shares 112,443 $27.5M 3.85% -783 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,117 shares; 2024Q4: 133,705 shares; 2025Q1: 135,266 shares; 2025Q2: 212,563 shares; 2025Q3: 167,400 shares; 2025Q4: 160,790 shares; 2026Q1: 256,059 shares 256,059 $27.1M 3.8% +95,269 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: 178,686 shares; 2024Q4: 169,708 shares; 2025Q1: 163,289 shares; 2025Q2: 158,105 shares; 2025Q3: 151,921 shares; 2025Q4: 152,717 shares; 2026Q1: 147,352 shares 147,352 $25.7M 3.6% -5,365 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: 137,100 shares; 2024Q4: 153,921 shares; 2025Q1: 186,066 shares; 2025Q2: 150,808 shares; 2025Q3: 135,205 shares; 2025Q4: 127,481 shares; 2026Q1: 121,146 shares 121,146 $23.3M 3.26% -6,335 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: 58,035 shares; 2024Q4: 57,380 shares; 2025Q1: 55,278 shares; 2025Q2: 54,889 shares; 2025Q3: 57,106 shares; 2025Q4: 56,019 shares; 2026Q1: 55,251 shares 55,251 $20.5M 2.86% -768 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943,869 shares; 2024Q4: 995,663 shares; 2025Q1: 1,093,961 shares; 2025Q2: 1,003,870 shares; 2025Q3: 1,010,595 shares; 2025Q4: 1,031,372 shares; 2026Q1: 816,268 shares 816,268 $20.3M 2.84% -215,104 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,133 shares; 2024Q4: 188,578 shares; 2025Q1: 305,525 shares; 2025Q2: 332,255 shares; 2025Q3: 339,567 shares; 2025Q4: 348,099 shares; 2026Q1: 636,148 shares 636,148 $18.6M 2.6% +288,049 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: 70,514 shares; 2024Q4: 70,389 shares; 2025Q1: 63,258 shares; 2025Q2: 58,911 shares; 2025Q3: 57,763 shares; 2025Q4: 56,105 shares; 2026Q1: 54,794 shares 54,794 $13.9M 1.95% -1,311 Timeline BALT 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: 98,090 shares; 2024Q4: 194,310 shares; 2025Q1: 259,786 shares; 2025Q2: 288,917 shares; 2025Q3: 338,871 shares; 2025Q4: 376,167 shares; 2026Q1: 410,674 shares 410,674 $13.7M 1.93% +34,507 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: 15,586 shares; 2024Q4: 17,632 shares; 2025Q1: 18,253 shares; 2025Q2: 18,476 shares; 2025Q3: 18,805 shares; 2025Q4: 20,272 shares; 2026Q1: 18,972 shares 18,972 $12.4M 1.74% -1,300 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: 105,285 shares; 2024Q4: 105,166 shares; 2025Q1: 102,037 shares; 2025Q2: 98,624 shares; 2025Q3: 103,041 shares; 2025Q4: 104,412 shares; 2026Q1: 97,901 shares 97,901 $12.2M 1.7% -6,511 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: 56,983 shares; 2024Q4: 57,189 shares; 2025Q1: 55,384 shares; 2025Q2: 61,496 shares; 2025Q3: 59,098 shares; 2025Q4: 59,253 shares; 2026Q1: 56,739 shares 56,739 $11.8M 1.66% -2,514 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: 34,781 shares; 2024Q4: 33,312 shares; 2025Q1: 33,657 shares; 2025Q2: 33,135 shares; 2025Q3: 33,162 shares; 2025Q4: 32,648 shares; 2026Q1: 32,042 shares 32,042 $9.92M 1.39% -606 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: 20,133 shares; 2024Q4: 21,418 shares; 2025Q1: 21,989 shares; 2025Q2: 22,908 shares; 2025Q3: 20,571 shares; 2025Q4: 19,435 shares; 2026Q1: 19,924 shares 19,924 $9.55M 1.34% +489 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: 17,266 shares; 2024Q4: 17,093 shares; 2025Q1: 17,236 shares; 2025Q2: 17,148 shares; 2025Q3: 17,133 shares; 2025Q4: 16,995 shares; 2026Q1: 16,403 shares 16,403 $9.47M 1.33% -592 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: 29,266 shares; 2024Q4: 28,415 shares; 2025Q1: 27,621 shares; 2025Q2: 27,643 shares; 2025Q3: 28,103 shares; 2025Q4: 29,177 shares; 2026Q1: 30,446 shares 30,446 $9.2M 1.29% +1,269 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: 25,484 shares; 2024Q4: 25,859 shares; 2025Q1: 24,786 shares; 2025Q2: 24,296 shares; 2025Q3: 26,044 shares; 2025Q4: 27,397 shares; 2026Q1: 27,578 shares 27,578 $8.85M 1.24% +181 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: 34,394 shares; 2024Q4: 33,459 shares; 2025Q1: 31,288 shares; 2025Q2: 30,220 shares; 2025Q3: 30,118 shares; 2025Q4: 29,257 shares; 2026Q1: 29,452 shares 29,452 $8.47M 1.19% +195 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,808 shares; 2024Q4: 31,866 shares; 2025Q1: 39,044 shares; 2025Q2: 41,615 shares; 2025Q3: 97,336 shares; 2025Q4: 94,395 shares; 2026Q1: 73,955 shares 73,955 $7.24M 1.01% -20,440 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,439 shares; 2024Q4: 71,960 shares; 2025Q1: 73,093 shares; 2025Q2: 76,187 shares; 2025Q3: 78,066 shares; 2025Q4: 79,357 shares; 2026Q1: 74,298 shares 74,298 $6.9M 0.97% -5,059 Timeline IQLT 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: 350 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 363 shares; 2026Q1: 144,882 shares 144,882 $6.7M 0.94% +144,519 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: 14,562 shares; 2024Q4: 16,008 shares; 2025Q1: 17,545 shares; 2025Q2: 15,211 shares; 2025Q3: 15,389 shares; 2025Q4: 16,029 shares; 2026Q1: 14,915 shares 14,915 $6.51M 0.91% -1,114 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: 41,552 shares; 2024Q4: 43,277 shares; 2025Q1: 37,481 shares; 2025Q2: 39,027 shares; 2025Q3: 40,423 shares; 2025Q4: 42,246 shares; 2026Q1: 39,981 shares 39,981 $6.38M 0.89% -2,265 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: 26,461 shares; 2024Q4: 26,426 shares; 2025Q1: 26,843 shares; 2025Q2: 27,410 shares; 2025Q3: 27,665 shares; 2025Q4: 25,997 shares; 2026Q1: 24,673 shares 24,673 $5.67M 0.79% -1,324 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,233 shares; 2024Q4: 32,288 shares; 2025Q1: 32,690 shares; 2025Q2: 31,841 shares; 2025Q3: 33,159 shares; 2025Q4: 37,881 shares; 2026Q1: 37,838 shares 37,838 $5.39M 0.75% -43 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,049 shares; 2024Q4: 78,336 shares; 2025Q1: 68,630 shares; 2025Q2: 66,965 shares; 2025Q3: 77,202 shares; 2025Q4: 84,297 shares; 2026Q1: 52,691 shares 52,691 $5.12M 0.72% -31,606 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: 16,822 shares; 2024Q4: 17,301 shares; 2025Q1: 17,614 shares; 2025Q2: 16,915 shares; 2025Q3: 18,880 shares; 2025Q4: 16,859 shares; 2026Q1: 17,278 shares 17,278 $5.08M 0.71% +419 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,968 shares; 2024Q4: 99,038 shares; 2025Q1: 92,945 shares; 2025Q2: 71,865 shares; 2025Q3: 79,058 shares; 2025Q4: 76,370 shares; 2026Q1: 71,722 shares 71,722 $5.03M 0.71% -4,648 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,277 shares; 2024Q4: 19,107 shares; 2025Q1: 19,278 shares; 2025Q2: 19,067 shares; 2025Q3: 18,942 shares; 2025Q4: 21,115 shares; 2026Q1: 21,237 shares 21,237 $4.62M 0.65% +122 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: 50,785 shares; 2024Q4: 45,889 shares; 2025Q1: 31,930 shares; 2025Q2: 28,044 shares; 2025Q3: 30,426 shares; 2025Q4: 30,479 shares; 2026Q1: 30,405 shares 30,405 $4.5M 0.63% -74 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: 22,948 shares; 2024Q4: 22,624 shares; 2025Q1: 22,098 shares; 2025Q2: 20,033 shares; 2025Q3: 21,043 shares; 2025Q4: 20,164 shares; 2026Q1: 19,280 shares 19,280 $4.07M 0.57% -884 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: 92,847 shares; 2024Q4: 101,225 shares; 2025Q1: 101,422 shares; 2025Q2: 104,177 shares; 2025Q3: 104,170 shares; 2025Q4: 102,067 shares; 2026Q1: 97,451 shares 97,451 $3.98M 0.56% -4,616 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: 6,596 shares; 2024Q4: 6,571 shares; 2025Q1: 6,564 shares; 2025Q2: 6,526 shares; 2025Q3: 6,558 shares; 2025Q4: 6,319 shares; 2026Q1: 6,250 shares 6,250 $3.85M 0.54% -69 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,325 shares; 2024Q4: 34,148 shares; 2025Q1: 52,664 shares; 2025Q2: 55,675 shares; 2025Q3: 61,766 shares; 2025Q4: 65,755 shares; 2026Q1: 78,907 shares 78,907 $3.76M 0.53% +13,152 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,389 shares; 2024Q4: 14,636 shares; 2025Q1: 15,827 shares; 2025Q2: 15,484 shares; 2025Q3: 16,653 shares; 2025Q4: 17,054 shares; 2026Q1: 17,087 shares 17,087 $3.67M 0.51% +33 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,663 shares; 2024Q4: 66,052 shares; 2025Q1: 65,276 shares; 2025Q2: 63,195 shares; 2025Q3: 66,268 shares; 2025Q4: 62,120 shares; 2026Q1: 60,360 shares 60,360 $3.42M 0.48% -1,760 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,799 shares; 2025Q1: 7,209 shares; 2025Q2: 4,572 shares; 2025Q3: 4,584 shares; 2025Q4: 4,572 shares; 2026Q1: 4,722 shares 4,722 $3.35M 0.47% +150 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: 15,868 shares; 2025Q2: 15,520 shares; 2025Q3: 15,599 shares; 2025Q4: 16,037 shares; 2026Q1: 15,499 shares 15,499 $3.31M 0.46% -538 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: 3,479 shares; 2024Q4: 3,499 shares; 2025Q1: 3,636 shares; 2025Q2: 3,634 shares; 2025Q3: 3,635 shares; 2025Q4: 3,691 shares; 2026Q1: 3,464 shares 3,464 $3.19M 0.45% -227 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: 3,781 shares; 2024Q4: 3,694 shares; 2025Q1: 3,414 shares; 2025Q2: 3,380 shares; 2025Q3: 3,847 shares; 2025Q4: 3,417 shares; 2026Q1: 3,194 shares 3,194 $3.18M 0.45% -223 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: 1,022 shares; 2024Q4: 1,038 shares; 2025Q1: 2,065 shares; 2025Q2: 2,934 shares; 2025Q3: 3,381 shares; 2025Q4: 4,644 shares; 2026Q1: 10,917 shares 10,917 $3.14M 0.44% +6,273 Timeline EMXC 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: 31,255 shares; 2024Q4: 33,117 shares; 2025Q1: 39,777 shares; 2025Q2: 40,712 shares; 2025Q3: 49,667 shares; 2025Q4: 53,301 shares; 2026Q1: 37,319 shares 37,319 $2.94M 0.41% -15,982 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,152 shares; 2024Q4: 59,659 shares; 2025Q1: 50,746 shares; 2025Q2: 47,110 shares; 2025Q3: 48,415 shares; 2025Q4: 48,826 shares; 2026Q1: 45,492 shares 45,492 $2.85M 0.4% -3,334 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,036 shares; 2024Q4: 23,059 shares; 2025Q1: 23,172 shares; 2025Q2: 22,778 shares; 2025Q3: 22,789 shares; 2025Q4: 21,867 shares; 2026Q1: 22,701 shares 22,701 $2.82M 0.4% +834 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,865 shares; 2025Q1: 9,368 shares; 2025Q2: 9,526 shares; 2025Q3: 9,343 shares; 2025Q4: 8,858 shares; 2026Q1: 8,470 shares 8,470 $2.79M 0.39% -388 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: 19,176 shares; 2024Q4: 20,830 shares; 2025Q1: 20,885 shares; 2025Q2: 20,370 shares; 2025Q3: 20,365 shares; 2025Q4: 21,296 shares; 2026Q1: 20,985 shares 20,985 $2.68M 0.38% -311 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: 6,691 shares; 2024Q4: 6,556 shares; 2025Q1: 5,816 shares; 2025Q2: 5,470 shares; 2025Q3: 8,207 shares; 2025Q4: 7,326 shares; 2026Q1: 9,259 shares 9,259 $2.66M 0.37% +1,933 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 759 shares; 2025Q2: 714 shares; 2025Q3: 1,391 shares; 2025Q4: 1,703 shares; 2026Q1: 3,870 shares 3,870 $2.64M 0.37% +2,167 Timeline BUFF 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: 55,745 shares; 2024Q4: 55,986 shares; 2025Q1: 55,986 shares; 2025Q2: 54,173 shares; 2025Q3: 57,766 shares; 2025Q4: 55,087 shares; 2026Q1: 53,367 shares 53,367 $2.64M 0.37% -1,720 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,434 shares; 2024Q4: 35,886 shares; 2025Q1: 37,304 shares; 2025Q2: 39,960 shares; 2025Q3: 41,005 shares; 2025Q4: 44,746 shares; 2026Q1: 45,141 shares 45,141 $2.56M 0.36% +395 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,328 shares; 2024Q4: 91,259 shares; 2025Q1: 84,319 shares; 2025Q2: 80,623 shares; 2025Q3: 79,881 shares; 2025Q4: 76,702 shares; 2026Q1: 75,434 shares 75,434 $2.55M 0.36% -1,268 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,898 shares; 2024Q4: 25,875 shares; 2025Q1: 25,570 shares; 2025Q2: 25,366 shares; 2025Q3: 25,359 shares; 2025Q4: 25,001 shares; 2026Q1: 25,002 shares 25,002 $2.52M 0.35% +1 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: 5,985 shares; 2024Q4: 6,850 shares; 2025Q1: 6,398 shares; 2025Q2: 6,590 shares; 2025Q3: 8,836 shares; 2025Q4: 14,364 shares; 2026Q1: 12,831 shares 12,831 $2.46M 0.34% -1,533 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: 9,311 shares; 2024Q4: 9,330 shares; 2025Q1: 9,331 shares; 2025Q2: 9,250 shares; 2025Q3: 9,178 shares; 2025Q4: 9,033 shares; 2026Q1: 8,999 shares 8,999 $2.23M 0.31% -34 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,093 shares; 2025Q1: 2,162 shares; 2025Q2: 2,409 shares; 2025Q3: 2,590 shares; 2025Q4: 3,666 shares; 2026Q1: 3,673 shares 3,673 $2.19M 0.31% +7 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,379 shares; 2024Q4: 11,310 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 25,808 shares; 2025Q4: 27,934 shares; 2026Q1: 27,956 shares 27,956 $2.17M 0.3% +22 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 8,143 shares; 2025Q1: 8,075 shares; 2025Q2: 7,343 shares; 2025Q3: 7,584 shares; 2025Q4: 7,447 shares; 2026Q1: 7,703 shares 7,703 $2.15M 0.3% +256 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: 5,521 shares; 2024Q4: 5,717 shares; 2025Q1: 5,577 shares; 2025Q2: 5,320 shares; 2025Q3: 4,375 shares; 2025Q4: 3,715 shares; 2026Q1: 3,403 shares 3,403 $2.06M 0.29% -312 Timeline DES 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: 116,547 shares; 2024Q4: 100,584 shares; 2025Q1: 70,177 shares; 2025Q2: 61,757 shares; 2025Q3: 59,436 shares; 2025Q4: 58,589 shares; 2026Q1: 56,532 shares 56,532 $2.03M 0.28% -2,057 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: 46,857 shares; 2024Q4: 45,589 shares; 2025Q1: 40,942 shares; 2025Q2: 40,970 shares; 2025Q3: 40,953 shares; 2025Q4: 40,243 shares; 2026Q1: 40,142 shares 40,142 $2M 0.28% -101 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,377 shares; 2024Q4: 45,664 shares; 2025Q1: 45,710 shares; 2025Q2: 46,442 shares; 2025Q3: 46,504 shares; 2025Q4: 49,151 shares; 2026Q1: 50,149 shares 50,149 $1.99M 0.28% +998 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 489 shares; 2025Q1: 45,178 shares; 2025Q2: 47,151 shares; 2025Q3: 88,629 shares; 2025Q4: 96,848 shares; 2026Q1: 33,318 shares 33,318 $1.97M 0.28% -63,530 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 766 shares; 2025Q4: 795 shares; 2026Q1: 21,800 shares 21,800 $1.92M 0.27% +21,005 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: 4,808 shares; 2024Q4: 5,517 shares; 2025Q1: 5,809 shares; 2025Q2: 5,845 shares; 2025Q3: 5,889 shares; 2025Q4: 5,086 shares; 2026Q1: 5,056 shares 5,056 $1.88M 0.26% -30 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,384 shares; 2025Q1: 6,394 shares; 2025Q2: 6,140 shares; 2025Q3: 6,342 shares; 2025Q4: 5,861 shares; 2026Q1: 5,821 shares 5,821 $1.87M 0.26% -40 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: 10,572 shares; 2024Q4: 10,859 shares; 2025Q1: 10,850 shares; 2025Q2: 10,861 shares; 2025Q3: 11,883 shares; 2025Q4: 11,115 shares; 2026Q1: 10,927 shares 10,927 $1.77M 0.25% -188 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: 11,107 shares; 2025Q1: 11,352 shares; 2025Q2: 11,357 shares; 2025Q3: 10,891 shares; 2025Q4: 11,531 shares; 2026Q1: 11,641 shares 11,641 $1.76M 0.25% +110 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,719 shares; 2025Q1: 6,436 shares; 2025Q2: 7,045 shares; 2025Q3: 6,112 shares; 2025Q4: 5,077 shares; 2026Q1: 5,037 shares 5,037 $1.66M 0.23% -40 Timeline IGSB 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: 40,512 shares; 2024Q4: 41,143 shares; 2025Q1: 38,056 shares; 2025Q2: 37,187 shares; 2025Q3: 34,671 shares; 2025Q4: 31,637 shares; 2026Q1: 31,487 shares 31,487 $1.65M 0.23% -150 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: 28,284 shares; 2024Q4: 30,039 shares; 2025Q1: 31,722 shares; 2025Q2: 31,754 shares; 2025Q3: 33,607 shares; 2025Q4: 33,407 shares; 2026Q1: 33,036 shares 33,036 $1.63M 0.23% -371 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,802 shares; 2024Q4: 43,754 shares; 2025Q1: 51,433 shares; 2025Q2: 53,879 shares; 2025Q3: 50,133 shares; 2025Q4: 50,541 shares; 2026Q1: 50,271 shares 50,271 $1.61M 0.23% -270 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,777 shares; 2025Q1: 2,751 shares; 2025Q2: 2,679 shares; 2025Q3: 2,851 shares; 2025Q4: 2,799 shares; 2026Q1: 2,747 shares 2,747 $1.57M 0.22% -52 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: 14,905 shares; 2024Q4: 15,085 shares; 2025Q1: 14,758 shares; 2025Q2: 14,282 shares; 2025Q3: 13,588 shares; 2025Q4: 11,227 shares; 2026Q1: 10,683 shares 10,683 $1.54M 0.22% -544 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,734 shares; 2024Q4: 4,805 shares; 2025Q1: 4,628 shares; 2025Q2: 4,674 shares; 2025Q3: 4,631 shares; 2025Q4: 5,210 shares; 2026Q1: 4,933 shares 4,933 $1.53M 0.21% -277 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: 1,239 shares; 2024Q4: 1,227 shares; 2025Q1: 1,407 shares; 2025Q2: 8,493 shares; 2025Q3: 14,958 shares; 2025Q4: 15,973 shares; 2026Q1: 3,560 shares 3,560 $1.53M 0.21% -12,413 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 9,886 shares; 2025Q4: 12,604 shares; 2026Q1: 14,334 shares 14,334 $1.53M 0.21% +1,730 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,671 shares; 2025Q2: 1,624 shares; 2025Q3: 1,690 shares; 2025Q4: 1,616 shares; 2026Q1: 1,585 shares 1,585 $1.52M 0.21% -31 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,936 shares; 2025Q1: 2,939 shares; 2025Q2: 2,781 shares; 2025Q3: 2,648 shares; 2025Q4: 2,619 shares; 2026Q1: 2,678 shares 2,678 $1.51M 0.21% +59 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: 60,903 shares; 2024Q4: 52,479 shares; 2025Q1: 39,619 shares; 2025Q2: 35,994 shares; 2025Q3: 34,194 shares; 2025Q4: 33,474 shares; 2026Q1: 31,724 shares 31,724 $1.51M 0.21% -1,750 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 20,058 shares; 2025Q1: 20,333 shares; 2025Q2: 20,333 shares; 2025Q3: 20,644 shares; 2025Q4: 19,247 shares; 2026Q1: 18,594 shares 18,594 $1.51M 0.21% -653 Timeline XSOE 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: 20,762 shares; 2024Q4: 23,513 shares; 2025Q1: 40,252 shares; 2025Q2: 46,265 shares; 2025Q3: 48,668 shares; 2025Q4: 49,000 shares; 2026Q1: 37,166 shares 37,166 $1.49M 0.21% -11,834 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: 9,016 shares; 2025Q1: 8,873 shares; 2025Q2: 8,698 shares; 2025Q3: 10,752 shares; 2025Q4: 8,784 shares; 2026Q1: 8,661 shares 8,661 $1.47M 0.21% -123 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: 4,683 shares; 2024Q4: 5,159 shares; 2025Q1: 6,505 shares; 2025Q2: 7,794 shares; 2025Q3: 10,425 shares; 2025Q4: 11,098 shares; 2026Q1: 7,815 shares 7,815 $1.46M 0.2% -3,283 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,142 shares; 2024Q4: 8,915 shares; 2025Q1: 6,553 shares; 2025Q2: 7,409 shares; 2025Q3: 9,163 shares; 2025Q4: 9,399 shares; 2026Q1: 8,339 shares 8,339 $1.44M 0.2% -1,060 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,639 shares; 2024Q4: 9,161 shares; 2025Q1: 8,025 shares; 2025Q2: 7,366 shares; 2025Q3: 7,174 shares; 2025Q4: 7,087 shares; 2026Q1: 7,126 shares 7,126 $1.41M 0.2% +39 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 14,159 shares; 2025Q1: 13,313 shares; 2025Q2: 13,126 shares; 2025Q3: 15,562 shares; 2025Q4: 17,301 shares; 2026Q1: 9,561 shares 9,561 $1.37M 0.19% -7,740 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: 847 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 8,573 shares; 2025Q4: 13,237 shares; 2026Q1: 21,617 shares 21,617 $1.36M 0.19% +8,380 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 14,488 shares; 2025Q1: 14,675 shares; 2025Q2: 14,516 shares; 2025Q3: 14,975 shares; 2025Q4: 13,739 shares; 2026Q1: 13,566 shares 13,566 $1.31M 0.18% -173 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: 6,066 shares; 2024Q4: 5,653 shares; 2025Q1: 5,211 shares; 2025Q2: 5,188 shares; 2025Q3: 6,503 shares; 2025Q4: 10,261 shares; 2026Q1: 9,667 shares 9,667 $1.28M 0.18% -594 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,164 shares; 2024Q4: 25,913 shares; 2025Q1: 25,484 shares; 2025Q2: 25,741 shares; 2025Q3: 27,697 shares; 2025Q4: 25,794 shares; 2026Q1: 25,526 shares 25,526 $1.28M 0.18% -268 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 15,581 shares 15,581 $1.27M 0.18% +15,481 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,924 shares; 2024Q4: 12,930 shares; 2025Q1: 13,257 shares; 2025Q2: 17,149 shares; 2025Q3: 17,475 shares; 2025Q4: 18,081 shares; 2026Q1: 16,909 shares 16,909 $1.27M 0.18% -1,172 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,161 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 3,751 shares; 2025Q4: 7,979 shares; 2026Q1: 13,209 shares 13,209 $1.24M 0.17% +5,230 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,342 shares; 2024Q4: 31,801 shares; 2025Q1: 39,804 shares; 2025Q2: 42,376 shares; 2025Q3: 44,254 shares; 2025Q4: 44,835 shares; 2026Q1: 42,931 shares 42,931 $1.24M 0.17% -1,904 Timeline SFLR 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: 26,780 shares; 2024Q4: 26,605 shares; 2025Q1: 26,605 shares; 2025Q2: 26,605 shares; 2025Q3: 33,705 shares; 2025Q4: 35,100 shares; 2026Q1: 35,100 shares 35,100 $1.24M 0.17% 0 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,154 shares; 2024Q4: 30,114 shares; 2025Q1: 30,114 shares; 2025Q2: 28,340 shares; 2025Q3: 30,114 shares; 2025Q4: 30,114 shares; 2026Q1: 27,919 shares 27,919 $1.24M 0.17% -2,195 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: 236 shares; 2024Q4: 226 shares; 2025Q1: 625 shares; 2025Q2: 948 shares; 2025Q3: 1,230 shares; 2025Q4: 1,228 shares; 2026Q1: 1,404 shares 1,404 $1.23M 0.17% +176 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,900 shares; 2024Q4: 36,900 shares; 2025Q1: 35,900 shares; 2025Q2: 35,900 shares; 2025Q3: 33,735 shares; 2025Q4: 33,735 shares; 2026Q1: 33,685 shares 33,685 $1.16M 0.16% -50 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 2,056 shares 2,056 $1.16M 0.16% +2,026 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,255 shares; 2025Q1: 886 shares; 2025Q2: 621 shares; 2025Q3: 4,736 shares; 2025Q4: 7,083 shares; 2026Q1: 5,799 shares 5,799 $1.15M 0.16% -1,284 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,411 shares; 2025Q4: 14,425 shares; 2026Q1: 11,721 shares 11,721 $1.13M 0.16% -2,704 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,193 shares; 2025Q1: 3,195 shares; 2025Q2: 2,993 shares; 2025Q3: 3,004 shares; 2025Q4: 3,168 shares; 2026Q1: 3,229 shares 3,229 $1.09M 0.15% +61 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,115 shares; 2024Q4: 26,115 shares; 2025Q1: 26,115 shares; 2025Q2: 26,115 shares; 2025Q3: 26,115 shares; 2025Q4: 25,560 shares; 2026Q1: 25,660 shares 25,660 $1.09M 0.15% +100 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 2,620 shares; 2025Q1: 2,450 shares; 2025Q2: 2,721 shares; 2025Q3: 3,072 shares; 2025Q4: 2,435 shares; 2026Q1: 35,347 shares 35,347 $1.08M 0.15% +32,912 Timeline FLRN 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: 39,379 shares; 2024Q4: 41,544 shares; 2025Q1: 41,647 shares; 2025Q2: 36,684 shares; 2025Q3: 34,969 shares; 2025Q4: 34,529 shares; 2026Q1: 34,143 shares 34,143 $1.05M 0.15% -386 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 12,708 shares; 2025Q1: 12,710 shares; 2025Q2: 12,170 shares; 2025Q3: 11,971 shares; 2025Q4: 11,594 shares; 2026Q1: 11,080 shares 11,080 $1.03M 0.14% -514 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,929 shares; 2024Q4: 16,794 shares; 2025Q1: 16,160 shares; 2025Q2: 16,101 shares; 2025Q3: 16,611 shares; 2025Q4: 16,108 shares; 2026Q1: 15,297 shares 15,297 $1.02M 0.14% -811 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,173 shares; 2024Q4: 14,053 shares; 2025Q1: 13,151 shares; 2025Q2: 13,031 shares; 2025Q3: 13,133 shares; 2025Q4: 13,015 shares; 2026Q1: 13,023 shares 13,023 $990K 0.14% +8 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,678 shares; 2024Q4: 8,679 shares; 2025Q1: 8,517 shares; 2025Q2: 7,949 shares; 2025Q3: 8,131 shares; 2025Q4: 7,866 shares; 2026Q1: 8,168 shares 8,168 $982K 0.14% +302 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,227 shares; 2024Q4: 40,749 shares; 2025Q1: 47,957 shares; 2025Q2: 50,559 shares; 2025Q3: 62,137 shares; 2025Q4: 61,678 shares; 2026Q1: 21,486 shares 21,486 $981K 0.14% -40,192 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,943 shares; 2025Q3: 10,471 shares; 2025Q4: 8,287 shares; 2026Q1: 8,287 shares 8,287 $976K 0.14% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 4,500 shares; 2025Q1: 4,770 shares; 2025Q2: 4,625 shares; 2025Q3: 5,391 shares; 2025Q4: 4,950 shares; 2026Q1: 4,930 shares 4,930 $951K 0.13% -20 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,686 shares; 2024Q4: 86,562 shares; 2025Q1: 141,009 shares; 2025Q2: 139,973 shares; 2025Q3: 146,060 shares; 2025Q4: 150,342 shares; 2026Q1: 35,683 shares 35,683 $937K 0.13% -114,659 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: 10,173 shares; 2024Q4: 10,278 shares; 2025Q1: 10,074 shares; 2025Q2: 9,820 shares; 2025Q3: 9,737 shares; 2025Q4: 18,443 shares; 2026Q1: 14,964 shares 14,964 $917K 0.13% -3,479 Timeline ITB 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: 10,261 shares; 2024Q4: 10,152 shares; 2025Q1: 10,198 shares; 2025Q2: 10,199 shares; 2025Q3: 10,245 shares; 2025Q4: 10,040 shares; 2026Q1: 9,780 shares 9,780 $886K 0.12% -260 Timeline XT 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: 17,593 shares; 2024Q4: 16,467 shares; 2025Q1: 14,549 shares; 2025Q2: 13,576 shares; 2025Q3: 13,476 shares; 2025Q4: 13,250 shares; 2026Q1: 12,835 shares 12,835 $875K 0.12% -415 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: 13,847 shares; 2024Q4: 14,416 shares; 2025Q1: 14,656 shares; 2025Q2: 15,061 shares; 2025Q3: 15,246 shares; 2025Q4: 16,782 shares; 2026Q1: 15,888 shares 15,888 $859K 0.12% -894 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,220 shares; 2025Q2: 15,078 shares; 2025Q3: 18,521 shares; 2025Q4: 29,742 shares; 2026Q1: 32,640 shares 32,640 $855K 0.12% +2,898 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: 12,151 shares; 2024Q4: 13,089 shares; 2025Q1: 13,365 shares; 2025Q2: 13,294 shares; 2025Q3: 13,409 shares; 2025Q4: 12,764 shares; 2026Q1: 12,437 shares 12,437 $840K 0.12% -327 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: 1,156 shares; 2024Q4: 1,793 shares; 2025Q1: 1,965 shares; 2025Q2: 1,995 shares; 2025Q3: 2,100 shares; 2025Q4: 2,147 shares; 2026Q1: 2,190 shares 2,190 $840K 0.12% +43 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,522 shares; 2024Q4: 52,446 shares; 2025Q1: 37,283 shares; 2025Q2: 25,909 shares; 2025Q3: 24,849 shares; 2025Q4: 21,334 shares; 2026Q1: 18,618 shares 18,618 $835K 0.12% -2,716 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,409 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 2,409 shares; 2025Q4: 2,598 shares; 2026Q1: 2,401 shares 2,401 $829K 0.12% -197 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: 7,390 shares; 2024Q4: 7,440 shares; 2025Q1: 8,570 shares; 2025Q2: 8,575 shares; 2025Q3: 8,781 shares; 2025Q4: 16,872 shares; 2026Q1: 16,542 shares 16,542 $827K 0.12% -330 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,725 shares; 2024Q4: 24,725 shares; 2025Q1: 24,725 shares; 2025Q2: 24,725 shares; 2025Q3: 24,725 shares; 2025Q4: 24,390 shares; 2026Q1: 24,390 shares 24,390 $818K 0.11% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 4,147 shares; 2025Q2: 7,077 shares; 2025Q3: 8,067 shares; 2025Q4: 9,457 shares; 2026Q1: 9,777 shares 9,777 $806K 0.11% +320 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 21 shares; 2025Q4: 39 shares; 2026Q1: 2,248 shares 2,248 $804K 0.11% +2,209 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: 970 shares; 2024Q4: 1,230 shares; 2025Q1: 3,500 shares; 2025Q2: 3,800 shares; 2025Q3: 4,074 shares; 2025Q4: 4,761 shares; 2026Q1: 5,446 shares 5,446 $797K 0.11% +685 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: 7,105 shares; 2025Q1: 6,410 shares; 2025Q2: 5,919 shares; 2025Q3: 6,076 shares; 2025Q4: 5,535 shares; 2026Q1: 5,391 shares 5,391 $787K 0.11% -144 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: 4,076 shares; 2024Q4: 3,979 shares; 2025Q1: 3,747 shares; 2025Q2: 3,444 shares; 2025Q3: 3,415 shares; 2025Q4: 3,450 shares; 2026Q1: 3,676 shares 3,676 $761K 0.11% +226 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,788 shares; 2025Q1: 5,740 shares; 2025Q2: 6,058 shares; 2025Q3: 5,980 shares; 2025Q4: 5,865 shares; 2026Q1: 5,753 shares 5,753 $753K 0.11% -112 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: 7,724 shares; 2024Q4: 6,803 shares; 2025Q1: 6,188 shares; 2025Q2: 6,088 shares; 2025Q3: 5,541 shares; 2025Q4: 5,089 shares; 2026Q1: 4,812 shares 4,812 $747K 0.1% -277 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,745 shares; 2024Q4: 13,265 shares; 2025Q1: 11,038 shares; 2025Q2: 10,131 shares; 2025Q3: 15,657 shares; 2025Q4: 9,632 shares; 2026Q1: 9,632 shares 9,632 $724K 0.1% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 7,676 shares; 2025Q1: 13,667 shares; 2025Q2: 13,878 shares; 2025Q3: 7,950 shares; 2025Q4: 7,840 shares; 2026Q1: 8,272 shares 8,272 $717K 0.1% +432 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,009 shares; 2025Q1: 2,925 shares; 2025Q2: 2,892 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: 2,917 shares 2,917 $689K 0.1% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,823 shares; 2025Q1: 1,811 shares; 2025Q2: 1,911 shares; 2025Q3: 2,535 shares; 2025Q4: 2,738 shares; 2026Q1: 2,419 shares 2,419 $686K 0.1% -319 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,041 shares; 2024Q4: 7,287 shares; 2025Q1: 6,809 shares; 2025Q2: 6,522 shares; 2025Q3: 5,855 shares; 2025Q4: 5,801 shares; 2026Q1: 5,156 shares 5,156 $681K 0.1% -645 Timeline DLN 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: 4,722 shares; 2024Q4: 6,579 shares; 2025Q1: 7,210 shares; 2025Q2: 7,420 shares; 2025Q3: 7,556 shares; 2025Q4: 7,570 shares; 2026Q1: 7,581 shares 7,581 $677K 0.09% +11 Timeline XAR 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: 2,125 shares; 2024Q4: 2,538 shares; 2025Q1: 2,663 shares; 2025Q2: 2,653 shares; 2025Q3: 2,733 shares; 2025Q4: 2,634 shares; 2026Q1: 2,644 shares 2,644 $672K 0.09% +10 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,572 shares; 2025Q3: 1,638 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares 1,572 $670K 0.09% 0 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: 3,601 shares; 2024Q4: 3,660 shares; 2025Q1: 3,780 shares; 2025Q2: 3,778 shares; 2025Q3: 3,412 shares; 2025Q4: 3,356 shares; 2026Q1: 3,410 shares 3,410 $669K 0.09% +54 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,574 shares; 2025Q1: 6,874 shares; 2025Q2: 6,974 shares; 2025Q3: 7,405 shares; 2025Q4: 7,206 shares; 2026Q1: 7,863 shares 7,863 $667K 0.09% +657 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,748 shares; 2024Q4: 6,669 shares; 2025Q1: 6,670 shares; 2025Q2: 6,571 shares; 2025Q3: 6,548 shares; 2025Q4: 6,409 shares; 2026Q1: 6,625 shares 6,625 $667K 0.09% +216 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: 1,989 shares; 2024Q4: 1,989 shares; 2025Q1: 1,989 shares; 2025Q2: 1,989 shares; 2025Q3: 2,069 shares; 2025Q4: 2,236 shares; 2026Q1: 2,226 shares 2,226 $665K 0.09% -10 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 3,236 shares; 2025Q1: 2,587 shares; 2025Q2: 2,561 shares; 2025Q3: 2,585 shares; 2025Q4: 2,687 shares; 2026Q1: 2,729 shares 2,729 $661K 0.09% +42 Timeline BKIE 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: 8,607 shares; 2024Q4: 7,620 shares; 2025Q1: 7,693 shares; 2025Q2: 7,690 shares; 2025Q3: 8,644 shares; 2025Q4: 7,650 shares; 2026Q1: 7,075 shares 7,075 $661K 0.09% -575 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: 2,932 shares; 2024Q4: 2,894 shares; 2025Q1: 2,882 shares; 2025Q2: 2,924 shares; 2025Q3: 3,920 shares; 2025Q4: 4,339 shares; 2026Q1: 6,545 shares 6,545 $650K 0.09% +2,206 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: 4,449 shares; 2024Q4: 4,204 shares; 2025Q1: 4,534 shares; 2025Q2: 4,444 shares; 2025Q3: 4,455 shares; 2025Q4: 4,261 shares; 2026Q1: 4,386 shares 4,386 $643K 0.09% +125 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: 9,124 shares; 2024Q4: 10,811 shares; 2025Q1: 10,603 shares; 2025Q2: 10,588 shares; 2025Q3: 11,052 shares; 2025Q4: 8,085 shares; 2026Q1: 7,719 shares 7,719 $637K 0.09% -366 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,730 shares; 2024Q4: 18,730 shares; 2025Q1: 18,730 shares; 2025Q2: 18,730 shares; 2025Q3: 18,730 shares; 2025Q4: 18,730 shares; 2026Q1: 18,700 shares 18,700 $633K 0.09% -30 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,539 shares; 2024Q4: 14,052 shares; 2025Q1: 13,514 shares; 2025Q2: 6,357 shares; 2025Q3: 10,323 shares; 2025Q4: 9,293 shares; 2026Q1: 8,691 shares 8,691 $631K 0.09% -602 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 418 shares; 2025Q1: 518 shares; 2025Q2: 1,190 shares; 2025Q3: 2,281 shares; 2025Q4: 2,543 shares; 2026Q1: 3,137 shares 3,137 $624K 0.09% +594 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,859 shares; 2025Q1: 1,860 shares; 2025Q2: 1,834 shares; 2025Q3: 1,699 shares; 2025Q4: 1,712 shares; 2026Q1: 1,749 shares 1,749 $615K 0.09% +37 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,066 shares; 2024Q4: 29,862 shares; 2025Q1: 24,669 shares; 2025Q2: 25,399 shares; 2025Q3: 32,023 shares; 2025Q4: 24,059 shares; 2026Q1: 21,653 shares 21,653 $608K 0.09% -2,406 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,280 shares; 2024Q4: 13,897 shares; 2025Q1: 11,125 shares; 2025Q2: 10,046 shares; 2025Q3: 9,765 shares; 2025Q4: 9,836 shares; 2026Q1: 9,861 shares 9,861 $603K 0.08% +25 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: 4,441 shares; 2024Q4: 4,414 shares; 2025Q1: 4,029 shares; 2025Q2: 4,029 shares; 2025Q3: 4,549 shares; 2025Q4: 5,454 shares; 2026Q1: 5,295 shares 5,295 $601K 0.08% -159 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,252 shares; 2025Q1: 3,254 shares; 2025Q2: 3,256 shares; 2025Q3: 7,526 shares; 2025Q4: 11,624 shares; 2026Q1: 5,070 shares 5,070 $583K 0.08% -6,554 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 6,524 shares; 2025Q1: 7,134 shares; 2025Q2: 7,319 shares; 2025Q3: 7,649 shares; 2025Q4: 8,566 shares; 2026Q1: 8,776 shares 8,776 $550K 0.08% +210 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 1,434 shares; 2026Q1: 24,548 shares 24,548 $547K 0.08% +23,114 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: 567 shares; 2024Q4: 567 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 858 shares; 2025Q4: 562 shares; 2026Q1: 643 shares 643 $544K 0.08% +81 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,254 shares; 2025Q1: 2,712 shares; 2025Q2: 1,155 shares; 2025Q3: 1,142 shares; 2025Q4: 1,091 shares; 2026Q1: 1,580 shares 1,580 $540K 0.08% +489 Timeline IETC 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: 5,516 shares; 2024Q4: 5,457 shares; 2025Q1: 5,562 shares; 2025Q2: 5,631 shares; 2025Q3: 5,950 shares; 2025Q4: 6,001 shares; 2026Q1: 6,062 shares 6,062 $536K 0.08% +61 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 10,091 shares; 2025Q1: 10,091 shares; 2025Q2: 10,237 shares; 2025Q3: 10,028 shares; 2025Q4: 11,430 shares; 2026Q1: 11,351 shares 11,351 $535K 0.07% -79 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: 698 shares; 2024Q4: 698 shares; 2025Q1: 773 shares; 2025Q2: 776 shares; 2025Q3: 786 shares; 2025Q4: 818 shares; 2026Q1: 1,069 shares 1,069 $534K 0.07% +251 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,030 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 987 shares; 2026Q1: 1,827 shares 1,827 $530K 0.07% +840 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,488 shares; 2025Q1: 1,638 shares; 2025Q2: 1,602 shares; 2025Q3: 1,797 shares; 2025Q4: 1,778 shares; 2026Q1: 1,816 shares 1,816 $515K 0.07% +38 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,042 shares; 2025Q1: 6,855 shares; 2025Q2: 10,522 shares; 2025Q3: 22,243 shares; 2025Q4: 28,044 shares; 2026Q1: 17,078 shares 17,078 $509K 0.07% -10,966 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: 6,623 shares; 2024Q4: 5,643 shares; 2025Q1: 3,423 shares; 2025Q2: 2,902 shares; 2025Q3: 2,679 shares; 2025Q4: 2,455 shares; 2026Q1: 1,873 shares 1,873 $507K 0.07% -582 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,165 shares; 2024Q4: 10,755 shares; 2025Q1: 11,055 shares; 2025Q2: 10,665 shares; 2025Q3: 10,803 shares; 2025Q4: 10,924 shares; 2026Q1: 7,359 shares 7,359 $501K 0.07% -3,565 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 4,161 shares; 2025Q1: 3,661 shares; 2025Q2: 3,556 shares; 2025Q3: 3,569 shares; 2025Q4: 3,463 shares; 2026Q1: 3,402 shares 3,402 $497K 0.07% -61 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 5,486 shares; 2025Q1: 5,496 shares; 2025Q2: 4,870 shares; 2025Q3: 4,980 shares; 2025Q4: 4,994 shares; 2026Q1: 4,792 shares 4,792 $492K 0.07% -202 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,550 shares; 2025Q3: 3,152 shares; 2025Q4: 3,152 shares; 2026Q1: 3,077 shares 3,077 $484K 0.07% -75 Timeline ZSEP 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: 12,425 shares; 2024Q4: 20,490 shares; 2025Q1: 19,675 shares; 2025Q2: 18,450 shares; 2025Q3: 18,450 shares; 2025Q4: 18,250 shares; 2026Q1: 18,082 shares 18,082 $483K 0.07% -168 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,919 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 3,014 shares; 2025Q4: 3,439 shares; 2026Q1: 3,314 shares 3,314 $480K 0.07% -125 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,425 shares; 2025Q1: 5,410 shares; 2025Q2: 5,300 shares; 2025Q3: 5,259 shares; 2025Q4: 5,240 shares; 2026Q1: 5,240 shares 5,240 $480K 0.07% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 370 shares; 2025Q3: 420 shares; 2025Q4: 429 shares; 2026Q1: 552 shares 552 $478K 0.07% +123 Timeline BOND 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: 4,017 shares; 2024Q4: 4,422 shares; 2025Q1: 4,507 shares; 2025Q2: 4,557 shares; 2025Q3: 4,622 shares; 2025Q4: 5,162 shares; 2026Q1: 5,162 shares 5,162 $476K 0.07% 0 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: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,555 shares; 2025Q2: 1,530 shares; 2025Q3: 1,870 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530 $446K 0.06% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,959 shares; 2024Q4: 14,455 shares; 2025Q1: 13,036 shares; 2025Q2: 11,078 shares; 2025Q3: 11,521 shares; 2025Q4: 9,557 shares; 2026Q1: 9,395 shares 9,395 $445K 0.06% -162 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,780 shares; 2024Q4: 33,270 shares; 2025Q1: 33,300 shares; 2025Q2: 33,349 shares; 2025Q3: 33,400 shares; 2025Q4: 42,526 shares; 2026Q1: 38,509 shares 38,509 $432K 0.06% -4,017 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,888 shares; 2025Q1: 2,888 shares; 2025Q2: 2,888 shares; 2025Q3: 2,888 shares; 2025Q4: 4,128 shares; 2026Q1: 23,708 shares 23,708 $427K 0.06% +19,580 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,336 shares; 2025Q1: 182 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 1,534 shares; 2026Q1: 5,512 shares 5,512 $425K 0.06% +3,978 Timeline MTUM 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: 600 shares; 2024Q4: 724 shares; 2025Q1: 426 shares; 2025Q2: 697 shares; 2025Q3: 1,607 shares; 2025Q4: 2,218 shares; 2026Q1: 1,769 shares 1,769 $424K 0.06% -449 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 866 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 862 shares; 2025Q4: 856 shares; 2026Q1: 856 shares 856 $421K 0.06% 0 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 9,176 shares; 2025Q1: 10,576 shares; 2025Q2: 10,576 shares; 2025Q3: 9,176 shares; 2025Q4: 9,101 shares; 2026Q1: 9,101 shares 9,101 $420K 0.06% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,778 shares; 2024Q4: 10,778 shares; 2025Q1: 10,778 shares; 2025Q2: 10,778 shares; 2025Q3: 10,778 shares; 2025Q4: 10,778 shares; 2026Q1: 10,778 shares 10,778 $419K 0.06% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,567 shares; 2025Q1: 3,567 shares; 2025Q2: 3,567 shares; 2025Q3: 3,827 shares; 2025Q4: 3,777 shares; 2026Q1: 3,561 shares 3,561 $419K 0.06% -216 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: 3,619 shares; 2024Q4: 3,629 shares; 2025Q1: 3,630 shares; 2025Q2: 3,697 shares; 2025Q3: 3,763 shares; 2025Q4: 3,692 shares; 2026Q1: 3,692 shares 3,692 $418K 0.06% 0 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: 2,470 shares; 2024Q4: 2,389 shares; 2025Q1: 1,938 shares; 2025Q2: 2,222 shares; 2025Q3: 2,067 shares; 2025Q4: 9,095 shares; 2026Q1: 3,979 shares 3,979 $416K 0.06% -5,116 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,545 shares; 2025Q2: 12,856 shares; 2025Q3: 12,856 shares; 2025Q4: 12,681 shares; 2026Q1: 12,681 shares 12,681 $415K 0.06% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $414K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,089 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 2,048 shares; 2026Q1: 2,510 shares 2,510 $413K 0.06% +462 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: 7,218 shares; 2024Q4: 6,808 shares; 2025Q1: 6,185 shares; 2025Q2: 4,930 shares; 2025Q3: 4,861 shares; 2025Q4: 4,745 shares; 2026Q1: 4,648 shares 4,648 $412K 0.06% -97 Timeline CGW 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: 7,257 shares; 2024Q4: 6,957 shares; 2025Q1: 6,557 shares; 2025Q2: 6,557 shares; 2025Q3: 6,757 shares; 2025Q4: 6,557 shares; 2026Q1: 6,307 shares 6,307 $403K 0.06% -250 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,605 shares; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares 2,380 $402K 0.06% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 1,879 shares; 2025Q2: 1,879 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares 1,879 $402K 0.06% 0 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: 1,443 shares; 2024Q4: 1,453 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 1,295 shares; 2025Q4: 2,383 shares; 2026Q1: 5,442 shares 5,442 $401K 0.06% +3,059 Timeline ZMAR 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: 15,495 shares; 2025Q2: 15,495 shares; 2025Q3: 16,310 shares; 2025Q4: 15,045 shares; 2026Q1: 14,503 shares 14,503 $400K 0.06% -542 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709 shares; 2024Q4: 2,690 shares; 2025Q1: 2,692 shares; 2025Q2: 2,693 shares; 2025Q3: 2,919 shares; 2025Q4: 2,856 shares; 2026Q1: 3,105 shares 3,105 $400K 0.06% +249 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: 4,594 shares; 2024Q4: 4,876 shares; 2025Q1: 5,088 shares; 2025Q2: 5,218 shares; 2025Q3: 5,271 shares; 2025Q4: 5,258 shares; 2026Q1: 5,608 shares 5,608 $391K 0.05% +350 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 4,386 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 4,385 shares; 2025Q4: 8,581 shares; 2026Q1: 8,447 shares 8,447 $388K 0.05% -134 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 24 shares; 2025Q1: 74 shares; 2025Q2: 224 shares; 2025Q3: 875 shares; 2025Q4: 1,538 shares; 2026Q1: 3,529 shares 3,529 $385K 0.05% +1,991 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: 3,148 shares; 2024Q4: 3,113 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,618 shares; 2025Q4: 2,794 shares; 2026Q1: 2,606 shares 2,606 $383K 0.05% -188 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 10,328 shares; 2025Q1: 10,368 shares; 2025Q2: 10,513 shares; 2025Q3: 10,746 shares; 2025Q4: 11,036 shares; 2026Q1: 11,101 shares 11,101 $367K 0.05% +65 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,962 shares; 2024Q4: 9,526 shares; 2025Q1: 9,426 shares; 2025Q2: 9,427 shares; 2025Q3: 9,288 shares; 2025Q4: 9,207 shares; 2026Q1: 9,107 shares 9,107 $367K 0.05% -100 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,826 shares; 2025Q1: 1,896 shares; 2025Q2: 1,996 shares; 2025Q3: 2,296 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares 2,322 $365K 0.05% 0 Timeline ZJUL 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: 12,485 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares; 2026Q1: 12,485 shares 12,485 $363K 0.05% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,581 shares; 2026Q1: 1,481 shares 1,481 $363K 0.05% -100 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: 5,980 shares; 2024Q4: 5,531 shares; 2025Q1: 4,521 shares; 2025Q2: 4,406 shares; 2025Q3: 5,116 shares; 2025Q4: 3,468 shares; 2026Q1: 3,258 shares 3,258 $360K 0.05% -210 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 1,820 shares; 2025Q3: 5,420 shares; 2025Q4: 6,330 shares; 2026Q1: 6,330 shares 6,330 $358K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 1,860 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,833 shares; 2025Q4: 1,791 shares; 2026Q1: 1,751 shares 1,751 $356K 0.05% -40 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 5,392 shares; 2025Q1: 5,321 shares; 2025Q2: 5,321 shares; 2025Q3: 4,931 shares; 2025Q4: 4,982 shares; 2026Q1: 4,942 shares 4,942 $353K 0.05% -40 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125 $349K 0.05% 0 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: 203 shares; 2024Q4: 676 shares; 2025Q1: 853 shares; 2025Q2: 2,206 shares; 2025Q3: 3,844 shares; 2025Q4: 3,714 shares; 2026Q1: 3,714 shares 3,714 $336K 0.05% 0 Timeline JEPI 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: 676 shares; 2024Q4: 2,861 shares; 2025Q1: 4,101 shares; 2025Q2: 4,354 shares; 2025Q3: 4,541 shares; 2025Q4: 5,423 shares; 2026Q1: 5,838 shares 5,838 $331K 0.05% +415 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: 3,457 shares; 2024Q4: 3,429 shares; 2025Q1: 10,190 shares; 2025Q2: 8,398 shares; 2025Q3: 8,494 shares; 2025Q4: 5,763 shares; 2026Q1: 5,400 shares 5,400 $328K 0.05% -363 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 6,730 shares; 2025Q1: 6,730 shares; 2025Q2: 6,730 shares; 2025Q3: 6,730 shares; 2025Q4: 6,730 shares; 2026Q1: 6,730 shares 6,730 $321K 0.04% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,301 shares; 2025Q1: 2,239 shares; 2025Q2: 2,240 shares; 2025Q3: 2,221 shares; 2025Q4: 1,907 shares; 2026Q1: 1,757 shares 1,757 $320K 0.04% -150 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 5,605 shares; 2025Q4: 5,605 shares; 2026Q1: 5,605 shares 5,605 $317K 0.04% 0 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: 5,204 shares; 2024Q4: 5,204 shares; 2025Q1: 5,204 shares; 2025Q2: 5,164 shares; 2025Q3: 4,750 shares; 2025Q4: 3,839 shares; 2026Q1: 3,839 shares 3,839 $315K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 4,239 shares; 2025Q1: 3,215 shares; 2025Q2: 3,206 shares; 2025Q3: 3,859 shares; 2025Q4: 4,462 shares; 2026Q1: 4,879 shares 4,879 $313K 0.04% +417 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: 518 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 534 shares; 2025Q4: 491 shares; 2026Q1: 431 shares 431 $301K 0.04% -60 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 3,588 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,719 shares; 2026Q1: 2,719 shares 2,719 $298K 0.04% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,373 shares; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares 1,353 $296K 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,872 shares; 2025Q4: 2,694 shares; 2026Q1: 2,704 shares 2,704 $295K 0.04% +10 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,592 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 2,468 shares; 2025Q4: 1,394 shares; 2026Q1: 1,195 shares 1,195 $290K 0.04% -199 Timeline IXJ 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: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,332 shares; 2025Q4: 3,262 shares; 2026Q1: 3,062 shares 3,062 $286K 0.04% -200 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,245 shares; 2025Q2: 2,990 shares; 2025Q3: 3,373 shares; 2025Q4: 3,541 shares; 2026Q1: 3,386 shares 3,386 $286K 0.04% -155 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,133 shares; 2025Q1: 2,072 shares; 2025Q2: 2,021 shares; 2025Q3: 1,962 shares; 2025Q4: 1,909 shares; 2026Q1: 2,061 shares 2,061 $281K 0.04% +152 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: 12,278 shares; 2024Q4: 10,915 shares; 2025Q1: 6,661 shares; 2025Q2: 7,210 shares; 2025Q3: 6,066 shares; 2025Q4: 6,199 shares; 2026Q1: 6,199 shares 6,199 $274K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 2,962 shares; 2025Q1: 3,063 shares; 2025Q2: 3,006 shares; 2025Q3: 3,146 shares; 2025Q4: 3,112 shares; 2026Q1: 2,818 shares 2,818 $272K 0.04% -294 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,690 shares; 2024Q4: 5,023 shares; 2025Q1: 4,501 shares; 2025Q2: 3,882 shares; 2025Q3: 3,834 shares; 2025Q4: 3,834 shares; 2026Q1: 3,694 shares 3,694 $265K 0.04% -140 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 10,838 shares; 2025Q1: 10,608 shares; 2025Q2: 10,308 shares; 2025Q3: 11,094 shares; 2025Q4: 9,564 shares; 2026Q1: 8,624 shares 8,624 $261K 0.04% -940 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,027 shares; 2025Q1: 1,042 shares; 2025Q2: 1,024 shares; 2025Q3: 1,051 shares; 2025Q4: 1,084 shares; 2026Q1: 1,280 shares 1,280 $260K 0.04% +196 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $251K 0.04% 0 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: 4,072 shares; 2024Q4: 3,559 shares; 2025Q1: 3,256 shares; 2025Q2: 3,237 shares; 2025Q3: 3,238 shares; 2025Q4: 3,239 shares; 2026Q1: 3,157 shares 3,157 $250K 0.04% -82 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: 2,150 shares; 2024Q4: 1,985 shares; 2025Q1: 1,906 shares; 2025Q2: 1,152 shares; 2025Q3: 1,712 shares; 2025Q4: 1,185 shares; 2026Q1: 1,102 shares 1,102 $249K 0.03% -83 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 830 shares; 2025Q1: 730 shares; 2025Q2: 731 shares; 2025Q3: 848 shares; 2025Q4: 912 shares; 2026Q1: 913 shares 913 $249K 0.03% +1 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 480 shares; 2025Q3: 451 shares; 2025Q4: 541 shares; 2026Q1: 736 shares 736 $249K 0.03% +195 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: 5,150 shares; 2024Q4: 5,152 shares; 2025Q1: 5,192 shares; 2025Q2: 5,064 shares; 2025Q3: 5,405 shares; 2025Q4: 5,043 shares; 2026Q1: 5,045 shares 5,045 $246K 0.03% +2 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,831 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 3,592 shares; 2025Q4: 3,592 shares; 2026Q1: 3,408 shares 3,408 $240K 0.03% -184 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares 1,564 $238K 0.03% 0 Timeline PIO 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: 5,656 shares; 2024Q4: 5,456 shares; 2025Q1: 5,456 shares; 2025Q2: 5,456 shares; 2025Q3: 5,456 shares; 2025Q4: 5,352 shares; 2026Q1: 5,352 shares 5,352 $232K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,982 shares; 2025Q1: 1,963 shares; 2025Q2: 1,886 shares; 2025Q3: 1,901 shares; 2025Q4: 1,755 shares; 2026Q1: 1,756 shares 1,756 $232K 0.03% +1 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: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares 1,902 $226K 0.03% 0 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,042 shares; 2025Q2: 962 shares; 2025Q3: 1,012 shares; 2025Q4: 962 shares; 2026Q1: 846 shares 846 $222K 0.03% -116 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares 1,072 $221K 0.03% 0 Timeline STOT 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: 8,697 shares; 2024Q4: 8,279 shares; 2025Q1: 6,116 shares; 2025Q2: 6,036 shares; 2025Q3: 6,097 shares; 2025Q4: 5,864 shares; 2026Q1: 4,635 shares 4,635 $218K 0.03% -1,229 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,494 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares 1,394 $217K 0.03% 0 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: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 2,719 shares; 2025Q4: 2,423 shares; 2026Q1: 3,637 shares 3,637 $214K 0.03% +1,214 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 3,726 shares; 2025Q3: 2,037 shares; 2025Q4: 1,065 shares; 2026Q1: 966 shares 966 $212K 0.03% -99 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares; 2026Q1: 2,094 shares 2,094 $209K 0.03% 0 Timeline DISV 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: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $207K 0.03% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,970 shares; 2025Q1: 5,689 shares; 2025Q2: 5,342 shares; 2025Q3: 5,342 shares; 2025Q4: 5,282 shares; 2026Q1: 5,282 shares 5,282 $206K 0.03% 0 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: 154 shares; 2024Q4: 229 shares; 2025Q1: 129 shares; 2025Q2: 79 shares; 2025Q3: 2,324 shares; 2025Q4: 3,538 shares; 2026Q1: 601 shares 601 $206K 0.03% -2,937 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: 186 shares; 2024Q4: 206 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 185 shares; 2025Q4: 182 shares; 2026Q1: 118 shares 118 $204K 0.03% -64 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: 2,186 shares; 2024Q4: 2,187 shares; 2025Q1: 2,188 shares; 2025Q2: 2,189 shares; 2025Q3: 2,191 shares; 2025Q4: 2,192 shares; 2026Q1: 2,193 shares 2,193 $203K 0.03% +1 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: 5,660 shares; 2024Q4: 5,318 shares; 2025Q1: 4,640 shares; 2025Q2: 2,538 shares; 2025Q3: 1,977 shares; 2025Q4: 1,785 shares; 2026Q1: 821 shares 821 $199K 0.03% -964 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 232 shares; 2025Q3: 7,320 shares; 2025Q4: 10,568 shares; 2026Q1: 1,513 shares 1,513 $198K 0.03% -9,055 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 2,990 shares; 2025Q1: 3,590 shares; 2025Q2: 3,597 shares; 2025Q3: 3,615 shares; 2025Q4: 3,852 shares; 2026Q1: 3,869 shares 3,869 $197K 0.03% +17 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,832 shares 2,832 $197K 0.03% -18 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 1,728 shares 1,728 $196K 0.03% -100 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 1,877 shares; 2025Q1: 1,242 shares; 2025Q2: 1,468 shares; 2025Q3: 2,142 shares; 2025Q4: 2,322 shares; 2026Q1: 2,546 shares 2,546 $195K 0.03% +224 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,641 shares; 2025Q1: 3,077 shares; 2025Q2: 2,927 shares; 2025Q3: 2,863 shares; 2025Q4: 3,584 shares; 2026Q1: 3,503 shares 3,503 $193K 0.03% -81 Timeline VSGX 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: 7,893 shares; 2024Q4: 7,080 shares; 2025Q1: 2,844 shares; 2025Q2: 2,793 shares; 2025Q3: 2,693 shares; 2025Q4: 2,690 shares; 2026Q1: 2,690 shares 2,690 $193K 0.03% 0 Timeline ZFEB 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: 15,051 shares; 2025Q2: 11,126 shares; 2025Q3: 11,126 shares; 2025Q4: 10,701 shares; 2026Q1: 7,576 shares 7,576 $192K 0.03% -3,125 Timeline IHI 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: 5,897 shares; 2024Q4: 5,413 shares; 2025Q1: 4,321 shares; 2025Q2: 4,336 shares; 2025Q3: 4,157 shares; 2025Q4: 3,811 shares; 2026Q1: 3,572 shares 3,572 $191K 0.03% -239 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: 891 shares; 2024Q4: 891 shares; 2025Q1: 889 shares; 2025Q2: 889 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 907 shares 907 $189K 0.03% +1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 2,820 shares; 2025Q1: 4,745 shares; 2025Q2: 4,545 shares; 2025Q3: 4,545 shares; 2025Q4: 4,245 shares; 2026Q1: 4,120 shares 4,120 $187K 0.03% -125 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,144 shares; 2025Q1: 12,851 shares; 2025Q2: 11,851 shares; 2025Q3: 5,389 shares; 2025Q4: 11,023 shares; 2026Q1: 6,727 shares 6,727 $185K 0.03% -4,296 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 7,843 shares; 2025Q1: 7,503 shares; 2025Q2: 6,298 shares; 2025Q3: 4,027 shares; 2025Q4: 4,112 shares; 2026Q1: 3,512 shares 3,512 $180K 0.03% -600 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 1,104 shares; 2025Q1: 960 shares; 2025Q2: 677 shares; 2025Q3: 747 shares; 2025Q4: 799 shares; 2026Q1: 827 shares 827 $180K 0.03% +28 Timeline DFEV 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: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,960 shares; 2025Q4: 4,960 shares; 2026Q1: 4,960 shares 4,960 $177K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 3,576 shares; 2025Q1: 3,576 shares; 2025Q2: 3,576 shares; 2025Q3: 3,832 shares; 2025Q4: 3,632 shares; 2026Q1: 3,577 shares 3,577 $175K 0.02% -55 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,701 shares; 2025Q1: 2,710 shares; 2025Q2: 2,663 shares; 2025Q3: 2,674 shares; 2025Q4: 2,686 shares; 2026Q1: 2,697 shares 2,697 $175K 0.02% +11 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 688 shares; 2026Q1: 1,067 shares 1,067 $175K 0.02% +379 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,100 shares 10,100 $174K 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 8,669 shares; 2025Q1: 9,154 shares; 2025Q2: 4,436 shares; 2025Q3: 4,121 shares; 2025Q4: 3,231 shares; 2026Q1: 1,448 shares 1,448 $171K 0.02% -1,783 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: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 1,036 shares; 2026Q1: 1,035 shares 1,035 $171K 0.02% -1 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 725 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $168K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 2,281 shares; 2025Q1: 2,281 shares; 2025Q2: 2,281 shares; 2025Q3: 2,333 shares; 2025Q4: 2,333 shares; 2026Q1: 2,334 shares 2,334 $165K 0.02% +1 Timeline AAPR 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: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 5,640 shares; 2025Q2: 5,640 shares; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 5,640 shares 5,640 $162K 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 855 shares; 2025Q4: 1,086 shares; 2026Q1: 329 shares 329 $160K 0.02% -757 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 319 shares; 2026Q1: 345 shares 345 $159K 0.02% +26 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 4,445 shares; 2025Q1: 4,545 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares; 2025Q4: 4,365 shares; 2026Q1: 3,930 shares 3,930 $158K 0.02% -435 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: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,595 shares; 2026Q1: 1,805 shares 1,805 $156K 0.02% +210 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 10,049 shares; 2025Q1: 9,831 shares; 2025Q2: 8,831 shares; 2025Q3: 7,234 shares; 2025Q4: 6,430 shares; 2026Q1: 5,409 shares 5,409 $155K 0.02% -1,021 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 2,026 shares; 2025Q4: 1,938 shares; 2026Q1: 1,939 shares 1,939 $154K 0.02% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,018 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $153K 0.02% 0 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: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427 $152K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,580 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $150K 0.02% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 4,334 shares; 2025Q1: 4,627 shares; 2025Q2: 4,381 shares; 2025Q3: 4,381 shares; 2025Q4: 4,420 shares; 2026Q1: 4,427 shares 4,427 $149K 0.02% +7 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,737 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,808 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares 1,780 $149K 0.02% 0 Timeline POCT 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: 3,450 shares; 2026Q1: 3,450 shares 3,450 $149K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,260 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,179 shares; 2025Q4: 1,111 shares; 2026Q1: 1,112 shares 1,112 $146K 0.02% +1 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 19,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares 19,500 $145K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,627 shares; 2025Q4: 1,689 shares; 2026Q1: 1,578 shares 1,578 $143K 0.02% -111 Timeline SPIP 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: 13,698 shares; 2024Q4: 11,503 shares; 2025Q1: 10,460 shares; 2025Q2: 10,460 shares; 2025Q3: 10,340 shares; 2025Q4: 6,849 shares; 2026Q1: 5,389 shares 5,389 $140K 0.02% -1,460 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: 1,833 shares; 2024Q4: 2,180 shares; 2025Q1: 2,722 shares; 2025Q2: 2,397 shares; 2025Q3: 3,180 shares; 2025Q4: 3,603 shares; 2026Q1: 3,603 shares 3,603 $138K 0.02% 0 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: 428 shares; 2024Q4: 384 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 428 shares; 2025Q4: 439 shares; 2026Q1: 354 shares 354 $138K 0.02% -85 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 765 shares; 2025Q4: 698 shares; 2026Q1: 698 shares 698 $138K 0.02% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 774 shares; 2025Q1: 506 shares; 2025Q2: 378 shares; 2025Q3: 342 shares; 2025Q4: 452 shares; 2026Q1: 1,458 shares 1,458 $136K 0.02% +1,006 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 4,515 shares; 2025Q1: 4,615 shares; 2025Q2: 4,718 shares; 2025Q3: 4,817 shares; 2025Q4: 4,912 shares; 2026Q1: 6,102 shares 6,102 $134K 0.02% +1,190 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,637 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445 $133K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 692 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 778 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $133K 0.02% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,394 shares 1,394 $130K 0.02% -10 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: 2,852 shares; 2024Q4: 2,258 shares; 2025Q1: 2,069 shares; 2025Q2: 2,047 shares; 2025Q3: 2,435 shares; 2025Q4: 1,353 shares; 2026Q1: 1,302 shares 1,302 $128K 0.02% -51 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 959 shares; 2025Q4: 959 shares; 2026Q1: 893 shares 893 $127K 0.02% -66 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares 1,292 $126K 0.02% 0 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: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $124K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 410 shares 410 $122K 0.02% +400 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,618 shares; 2025Q1: 12,668 shares; 2025Q2: 12,515 shares; 2025Q3: 14,115 shares; 2025Q4: 13,699 shares; 2026Q1: 11,149 shares 11,149 $121K 0.02% -2,550 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $121K 0.02% 0 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: 524 shares; 2024Q4: 517 shares; 2025Q1: 482 shares; 2025Q2: 250 shares; 2025Q3: 256 shares; 2025Q4: 246 shares; 2026Q1: 278 shares 278 $120K 0.02% +32 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,424 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 875 shares 875 $119K 0.02% -1,599 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 4,234 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,760 shares; 2025Q4: 2,260 shares; 2026Q1: 2,049 shares 2,049 $118K 0.02% -211 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: 17 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 28 shares 28 $118K 0.02% +14 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $118K 0.02% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,086 shares 2,086 $115K 0.02% +86 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,152 shares; 2025Q1: 1,171 shares; 2025Q2: 1,143 shares; 2025Q3: 1,172 shares; 2025Q4: 965 shares; 2026Q1: 860 shares 860 $114K 0.02% -105 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,381 shares; 2024Q4: 32,564 shares; 2025Q1: 10,203 shares; 2025Q2: 3,810 shares; 2025Q3: 3,870 shares; 2025Q4: 2,617 shares; 2026Q1: 2,347 shares 2,347 $113K 0.02% -270 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,088 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,118 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares 1,108 $110K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,998 shares; 2024Q4: 9,998 shares; 2025Q1: 5,260 shares; 2025Q2: 3,405 shares; 2025Q3: 2,603 shares; 2025Q4: 2,604 shares; 2026Q1: 2,605 shares 2,605 $107K 0.01% +1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 655 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 675 shares; 2025Q4: 548 shares; 2026Q1: 569 shares 569 $105K 0.01% +21 Timeline MGC 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: 253 shares; 2024Q4: 426 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 489 shares; 2025Q4: 430 shares; 2026Q1: 431 shares 431 $102K 0.01% +1 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $100K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 212 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $99.7K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 230 shares; 2025Q4: 251 shares; 2026Q1: 619 shares 619 $99.2K 0.01% +368 Timeline BJUL 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: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares 1,985 $98.6K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 363 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $98.1K 0.01% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares 1,790 $97.9K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,195 shares; 2025Q2: 2,954 shares; 2025Q3: 2,860 shares; 2025Q4: 2,546 shares; 2026Q1: 2,350 shares 2,350 $97.9K 0.01% -196 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 706 shares; 2025Q1: 708 shares; 2025Q2: 705 shares; 2025Q3: 711 shares; 2025Q4: 525 shares; 2026Q1: 565 shares 565 $97.8K 0.01% +40 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,649 shares 1,649 $97.4K 0.01% -65 Timeline IJS 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: 875 shares; 2024Q4: 875 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 845 shares; 2025Q4: 830 shares; 2026Q1: 820 shares 820 $97.1K 0.01% -10 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: 301 shares; 2024Q4: 305 shares; 2025Q1: 363 shares; 2025Q2: 421 shares; 2025Q3: 424 shares; 2025Q4: 620 shares; 2026Q1: 1,173 shares 1,173 $97K 0.01% +553 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 440 shares 440 $95.3K 0.01% +426 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,184 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 2,118 shares; 2026Q1: 1,747 shares 1,747 $94.5K 0.01% -371 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $94.1K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 666 shares; 2025Q4: 1,085 shares; 2026Q1: 956 shares 956 $93.4K 0.01% -129 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 46 shares; 2025Q3: 75 shares; 2025Q4: 78 shares; 2026Q1: 94 shares 94 $92.1K 0.01% +16 Timeline MLN 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: 133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,245 shares 5,245 $91.5K 0.01% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,917 shares 1,917 $91.1K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $90.4K 0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,795 shares 1,795 $90K 0.01% new 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: 295 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 320 shares; 2025Q4: 220 shares; 2026Q1: 167 shares 167 $89.8K 0.01% -53 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 1,006 shares; 2026Q1: 1,121 shares 1,121 $89.7K 0.01% +115 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $89.5K 0.01% 0 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: 112 shares; 2024Q4: 113 shares; 2025Q1: 115 shares; 2025Q2: 458 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 641 shares 641 $88.7K 0.01% +182 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $88.3K 0.01% 0 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 126 shares; 2025Q3: 117 shares; 2025Q4: 77 shares; 2026Q1: 114 shares 114 $88.1K 0.01% +37 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: 3,090 shares; 2025Q2: 3,280 shares; 2025Q3: 2,747 shares; 2025Q4: 2,867 shares; 2026Q1: 1,555 shares 1,555 $86.3K 0.01% -1,312 Timeline DON 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: 1,496 shares; 2024Q4: 1,581 shares; 2025Q1: 1,589 shares; 2025Q2: 1,599 shares; 2025Q3: 1,765 shares; 2025Q4: 1,620 shares; 2026Q1: 1,628 shares 1,628 $85.5K 0.01% +8 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES 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: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $85.2K 0.01% 0 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 2,169 shares; 2025Q2: 2,049 shares; 2025Q3: 929 shares; 2025Q4: 857 shares; 2026Q1: 857 shares 857 $84.3K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 196 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 207 shares 207 $84.2K 0.01% +1 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,406 shares 1,406 $83.7K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 797 shares; 2025Q3: 838 shares; 2025Q4: 798 shares; 2026Q1: 799 shares 799 $82.8K 0.01% +1 Timeline IBMO 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: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares 3,225 $82.7K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 643 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $82.3K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,941 shares; 2025Q1: 1,964 shares; 2025Q2: 1,964 shares; 2025Q3: 1,793 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares 1,764 $80.8K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 13 shares; 2025Q4: 4 shares; 2026Q1: 180 shares 180 $80.4K 0.01% +176 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,490 shares; 2025Q3: 3,991 shares; 2025Q4: 3,995 shares; 2026Q1: 3,999 shares 3,999 $79.8K 0.01% +4 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $79.3K 0.01% 0 Timeline IGIB 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 1,046 shares; 2025Q4: 1,612 shares; 2026Q1: 1,483 shares 1,483 $78.9K 0.01% -129 Timeline DFSV 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $78.8K 0.01% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,009 shares 1,009 $78.8K 0.01% +5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 428 shares; 2025Q4: 469 shares; 2026Q1: 563 shares 563 $78.4K 0.01% +94 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $78.4K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 590 shares; 2025Q4: 503 shares; 2026Q1: 504 shares 504 $78.1K 0.01% +1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 296 shares; 2025Q4: 255 shares; 2026Q1: 256 shares 256 $77.3K 0.01% +1 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,491 shares; 2025Q4: 1,361 shares; 2026Q1: 1,295 shares 1,295 $76.6K 0.01% -66 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $75.9K 0.01% 0 Timeline IGRO 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: 150 shares; 2024Q4: 225 shares; 2025Q1: 330 shares; 2025Q2: 605 shares; 2025Q3: 725 shares; 2025Q4: 789 shares; 2026Q1: 889 shares 889 $74.5K 0.01% +100 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 822 shares; 2025Q1: 832 shares; 2025Q2: 1,112 shares; 2025Q3: 1,426 shares; 2025Q4: 1,616 shares; 2026Q1: 1,655 shares 1,655 $74.2K 0.01% +39 Timeline FTSM 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: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,228 shares; 2025Q4: 1,235 shares; 2026Q1: 1,238 shares 1,238 $74K 0.01% +3 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,019 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares; 2025Q4: 1,669 shares; 2026Q1: 1,114 shares 1,114 $73.5K 0.01% -555 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,399 shares; 2025Q1: 1,326 shares; 2025Q2: 1,196 shares; 2025Q3: 1,236 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $73K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $73K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 591 shares; 2026Q1: 291 shares 291 $72K 0.01% -300 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 642 shares 642 $71.2K 0.01% +72 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,836 shares; 2025Q1: 959 shares; 2025Q2: 961 shares; 2025Q3: 963 shares; 2025Q4: 965 shares; 2026Q1: 967 shares 967 $70.7K 0.01% +2 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: 926 shares; 2025Q1: 330 shares; 2025Q2: 230 shares; 2025Q3: 240 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $70.2K 0.01% 0 Timeline XHS 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: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 846 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $69.7K 0.01% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares 2,725 $69.6K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 95 shares; 2025Q1: 96 shares; 2025Q2: 119 shares; 2025Q3: 186 shares; 2025Q4: 361 shares; 2026Q1: 956 shares 956 $69.6K 0.01% +595 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares 2,725 $69.3K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 2,047 shares; 2025Q3: 2,747 shares; 2025Q4: 2,747 shares; 2026Q1: 2,747 shares 2,747 $69K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 794 shares; 2026Q1: 636 shares 636 $68K 0.01% -158 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 620 shares; 2025Q3: 750 shares; 2025Q4: 1,385 shares; 2026Q1: 1,440 shares 1,440 $67.2K 0.01% +55 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 1,536 shares; 2025Q1: 1,365 shares; 2025Q2: 1,358 shares; 2025Q3: 2,303 shares; 2025Q4: 2,308 shares; 2026Q1: 2,688 shares 2,688 $66.5K 0.01% +380 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $66.5K 0.01% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 8,142 shares; 2025Q1: 5,292 shares; 2025Q2: 4,190 shares; 2025Q3: 1,555 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares 1,455 $65.6K 0.01% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $65.4K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 2,381 shares; 2025Q4: 6,681 shares; 2026Q1: 3,388 shares 3,388 $65.4K 0.01% -3,293 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $65.2K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 608 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares 446 $64.8K 0.01% 0 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: 176 shares; 2024Q4: 176 shares; 2025Q1: 1,206 shares; 2025Q2: 206 shares; 2025Q3: 783 shares; 2025Q4: 1,286 shares; 2026Q1: 1,580 shares 1,580 $64.5K 0.01% +294 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,660 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares 3,405 $64.1K 0.01% 0 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: 3,101 shares; 2024Q4: 2,403 shares; 2025Q1: 2,403 shares; 2025Q2: 2,404 shares; 2025Q3: 2,405 shares; 2025Q4: 2,406 shares; 2026Q1: 2,406 shares 2,406 $64K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,640 shares; 2024Q4: 7,280 shares; 2025Q1: 9,696 shares; 2025Q2: 7,526 shares; 2025Q3: 8,789 shares; 2025Q4: 6,734 shares; 2026Q1: 5,548 shares 5,548 $64K 0.01% -1,186 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 286 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $63.9K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 2,210 shares; 2025Q4: 1,031 shares; 2026Q1: 1,025 shares 1,025 $63.4K 0.01% -6 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $63.3K 0.01% 0 Timeline EPRF 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: 6,573 shares; 2024Q4: 6,579 shares; 2025Q1: 6,584 shares; 2025Q2: 6,589 shares; 2025Q3: 6,976 shares; 2025Q4: 6,091 shares; 2026Q1: 3,791 shares 3,791 $62.9K 0.01% -2,300 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,283 shares; 2025Q1: 646 shares; 2025Q2: 631 shares; 2025Q3: 597 shares; 2025Q4: 591 shares; 2026Q1: 492 shares 492 $62.7K 0.01% -99 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 1,694 shares; 2025Q1: 1,500 shares; 2025Q2: 1,506 shares; 2025Q3: 1,883 shares; 2025Q4: 1,521 shares; 2026Q1: 1,525 shares 1,525 $61.8K 0.01% +4 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $61.4K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 1,205 shares; 2026Q1: 1,205 shares 1,205 $61K 0.01% 0 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: 1,749 shares; 2024Q4: 1,778 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,678 shares; 2025Q4: 1,640 shares; 2026Q1: 1,298 shares 1,298 $60.8K 0.01% -342 Timeline IMCG 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: 295 shares; 2024Q4: 395 shares; 2025Q1: 475 shares; 2025Q2: 623 shares; 2025Q3: 686 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $60.8K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,410 shares; 2025Q1: 1,412 shares; 2025Q2: 1,414 shares; 2025Q3: 1,383 shares; 2025Q4: 1,685 shares; 2026Q1: 1,386 shares 1,386 $60.7K 0.01% -299 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 559 shares 559 $60.5K 0.01% +166 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $60.3K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 663 shares 663 $59.9K 0.01% 0 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $59.8K 0.01% 0 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: 96 shares; 2024Q4: 278 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 281 shares; 2025Q4: 682 shares; 2026Q1: 683 shares 683 $59K 0.01% +1 Timeline DFIS 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $58.9K 0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 939 shares; 2026Q1: 939 shares 939 $58.7K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 9,159 shares; 2025Q1: 9,416 shares; 2025Q2: 10,485 shares; 2025Q3: 10,762 shares; 2025Q4: 11,084 shares; 2026Q1: 11,454 shares 11,454 $58.4K 0.01% +370 Timeline GOVT 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: 1,687 shares; 2024Q4: 1,087 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,252 shares; 2025Q4: 2,549 shares; 2026Q1: 2,549 shares 2,549 $58.4K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 276 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $57.7K 0.01% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $57K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $56.8K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 511 shares; 2025Q1: 1,129 shares; 2025Q2: 1,279 shares; 2025Q3: 993 shares; 2025Q4: 670 shares; 2026Q1: 789 shares 789 $56.8K 0.01% +119 Timeline NEAR 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: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115 $56.7K 0.01% 0 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: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 313 shares; 2025Q4: 325 shares; 2026Q1: 326 shares 326 $56.5K 0.01% +1 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 417 shares; 2025Q1: 419 shares; 2025Q2: 423 shares; 2025Q3: 427 shares; 2025Q4: 431 shares; 2026Q1: 510 shares 510 $55.7K 0.01% +79 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $55.4K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $55.4K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $55.1K 0.01% 0 Timeline JXI 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $54.3K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 1,414 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares 1,172 $54.1K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $54K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $53.3K 0.01% 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: 794 shares; 2024Q4: 535 shares; 2025Q1: 532 shares; 2025Q2: 531 shares; 2025Q3: 535 shares; 2025Q4: 446 shares; 2026Q1: 447 shares 447 $53K 0.01% +1 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,835 shares; 2025Q1: 1,720 shares; 2025Q2: 1,722 shares; 2025Q3: 1,723 shares; 2025Q4: 1,452 shares; 2026Q1: 1,276 shares 1,276 $52.6K 0.01% -176 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $52.3K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 664 shares 664 $52.1K 0.01% +276 Timeline VDC 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $51.3K 0.01% 0 Timeline XRT 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $50.7K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,181 shares; 2025Q1: 1,216 shares; 2025Q2: 1,220 shares; 2025Q3: 1,224 shares; 2025Q4: 1,228 shares; 2026Q1: 1,267 shares 1,267 $50.5K 0.01% +39 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 629 shares; 2025Q1: 605 shares; 2025Q2: 570 shares; 2025Q3: 590 shares; 2025Q4: 571 shares; 2026Q1: 560 shares 560 $50.1K 0.01% -11 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 859 shares; 2025Q4: 860 shares; 2026Q1: 861 shares 861 $49.8K 0.01% +1 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $49.6K 0.01% 0 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: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $49.4K 0.01% 0 Timeline AOK 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: 1,951 shares; 2024Q4: 1,882 shares; 2025Q1: 1,890 shares; 2025Q2: 1,873 shares; 2025Q3: 1,216 shares; 2025Q4: 1,233 shares; 2026Q1: 1,238 shares 1,238 $49.4K 0.01% +5 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $49.4K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 784 shares; 2025Q1: 787 shares; 2025Q2: 790 shares; 2025Q3: 1,094 shares; 2025Q4: 1,034 shares; 2026Q1: 1,039 shares 1,039 $48.8K 0.01% +5 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 240 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $48.7K 0.01% 0 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 891 shares; 2025Q1: 829 shares; 2025Q2: 831 shares; 2025Q3: 833 shares; 2025Q4: 933 shares; 2026Q1: 940 shares 940 $48.7K 0.01% +7 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $48.1K 0.01% 0 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $48K 0.01% 0 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: 265 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $47.8K 0.01% 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: 112 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 159 shares; 2025Q4: 156 shares; 2026Q1: 201 shares 201 $47.8K 0.01% +45 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 185 shares; 2025Q1: 373 shares; 2025Q2: 185 shares; 2025Q3: 201 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $47.6K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 140 shares; 2025Q4: 110 shares; 2026Q1: 177 shares 177 $47.2K 0.01% +67 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 255 shares 255 $46.7K 0.01% +145 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,153 shares; 2025Q1: 1,037 shares; 2025Q2: 987 shares; 2025Q3: 982 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $45.1K 0.01% 0 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares 1,597 $44.4K 0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $43.8K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,468 shares; 2025Q1: 7,319 shares; 2025Q2: 5,694 shares; 2025Q3: 2,202 shares; 2025Q4: 1,444 shares; 2026Q1: 1,179 shares 1,179 $43.3K 0.01% -265 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 3,997 shares; 2025Q1: 3,997 shares; 2025Q2: 3,922 shares; 2025Q3: 2,802 shares; 2025Q4: 2,357 shares; 2026Q1: 2,357 shares 2,357 $43.2K 0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 297 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 4,147 shares; 2025Q4: 5,623 shares; 2026Q1: 264 shares 264 $43.2K 0.01% -5,359 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $43K 0.01% 0 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: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $42.8K 0.01% 0 Timeline FMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 2,058 shares; 2025Q1: 2,078 shares; 2025Q2: 2,768 shares; 2025Q3: 3,353 shares; 2025Q4: 3,353 shares; 2026Q1: 3,758 shares 3,758 $42.3K 0.01% +405 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $41.7K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares 807 $40.9K 0.01% 0 Timeline EEMV 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: 509 shares; 2024Q4: 510 shares; 2025Q1: 629 shares; 2025Q2: 630 shares; 2025Q3: 650 shares; 2025Q4: 631 shares; 2026Q1: 631 shares 631 $40.8K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 936 shares; 2025Q4: 836 shares; 2026Q1: 836 shares 836 $40.8K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 270 shares; 2026Q1: 205 shares 205 $40.6K 0.01% -65 Timeline EWW 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: 541 shares; 2024Q4: 540 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 540 shares; 2025Q4: 539 shares; 2026Q1: 539 shares 539 $40.5K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $40.5K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $40.4K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 1,550 shares 1,550 $40.2K 0.01% -750 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 591 shares; 2025Q1: 596 shares; 2025Q2: 602 shares; 2025Q3: 608 shares; 2025Q4: 614 shares; 2026Q1: 619 shares 619 $40K 0.01% +5 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: 734 shares; 2024Q4: 678 shares; 2025Q1: 647 shares; 2025Q2: 558 shares; 2025Q3: 422 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $39.9K 0.01% 0 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: 20 shares; 2024Q4: 21 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 475 shares; 2026Q1: 415 shares 415 $39.6K 0.01% -60 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 283 shares; 2026Q1: 568 shares 568 $39.4K 0.01% +285 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 114 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 212 shares 212 $39.2K 0.01% +104 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $38.5K 0.01% 0 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,142 shares; 2026Q1: 1,142 shares 1,142 $38.3K 0.01% 0 Timeline PRESTIGE CONSMR HEALTHCARE I PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $38.2K 0.01% 0 WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 174 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $37K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $36.9K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 435 shares 435 $36.8K 0.01% -29 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $36.5K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 350 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $36.1K 0.01% 0 Timeline URTH 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $36K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 927 shares; 2025Q1: 1,477 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677 $35.7K 0.01% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $35K <0.01% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $34.8K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 301 shares; 2025Q1: 217 shares; 2025Q2: 193 shares; 2025Q3: 117 shares; 2025Q4: 115 shares; 2026Q1: 95 shares 95 $34.6K <0.01% -20 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $34K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,369 shares; 2024Q4: 8,691 shares; 2025Q1: 2,094 shares; 2025Q2: 956 shares; 2025Q3: 603 shares; 2025Q4: 533 shares; 2026Q1: 425 shares 425 $34K <0.01% -108 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: 303 shares; 2024Q4: 295 shares; 2025Q1: 243 shares; 2025Q2: 440 shares; 2025Q3: 388 shares; 2025Q4: 313 shares; 2026Q1: 267 shares 267 $33.5K <0.01% -46 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $33.4K <0.01% 0 Timeline