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: 86,612 shares; 2024Q4: 85,044 shares; 2025Q1: 85,795 shares; 2025Q2: 85,697 shares; 2025Q3: 85,345 shares; 2025Q4: 81,175 shares; 2026Q1: 79,368 shares 79,368 $22.8M 9.6% -1,807 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: 45,885 shares; 2024Q4: 45,497 shares; 2025Q1: 46,251 shares; 2025Q2: 45,900 shares; 2025Q3: 46,173 shares; 2025Q4: 44,511 shares; 2026Q1: 44,561 shares 44,561 $16.5M 6.94% +50 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,429 shares; 2024Q4: 600,170 shares; 2025Q1: 619,109 shares; 2025Q2: 653,878 shares; 2025Q3: 666,918 shares; 2025Q4: 662,293 shares; 2026Q1: 663,921 shares 663,921 $13.6M 5.7% +1,628 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,493 shares; 2024Q4: 487,342 shares; 2025Q1: 515,398 shares; 2025Q2: 542,430 shares; 2025Q3: 700,361 shares; 2025Q4: 713,716 shares; 2026Q1: 715,691 shares 715,691 $13.4M 5.62% +1,975 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: 51,464 shares; 2024Q4: 51,025 shares; 2025Q1: 51,034 shares; 2025Q2: 50,493 shares; 2025Q3: 50,997 shares; 2025Q4: 47,767 shares; 2026Q1: 47,807 shares 47,807 $12.1M 5.1% +40 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,751 shares; 2024Q4: 461,909 shares; 2025Q1: 462,510 shares; 2025Q2: 465,025 shares; 2025Q3: 461,297 shares; 2025Q4: 390,308 shares; 2026Q1: 395,795 shares 395,795 $11.5M 4.85% +5,487 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: 52,792 shares; 2024Q4: 52,494 shares; 2025Q1: 53,532 shares; 2025Q2: 54,336 shares; 2025Q3: 54,758 shares; 2025Q4: 55,279 shares; 2026Q1: 55,308 shares 55,308 $11.5M 4.84% +29 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: 12,153 shares; 2024Q4: 11,807 shares; 2025Q1: 11,706 shares; 2025Q2: 11,425 shares; 2025Q3: 11,327 shares; 2025Q4: 10,861 shares; 2026Q1: 10,754 shares 10,754 $10.7M 4.51% -107 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,759 shares; 2024Q4: 34,232 shares; 2025Q1: 34,105 shares; 2025Q2: 34,080 shares; 2025Q3: 33,943 shares; 2025Q4: 33,072 shares; 2026Q1: 32,737 shares 32,737 $10.4M 4.38% -335 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: 31,115 shares; 2024Q4: 31,024 shares; 2025Q1: 31,164 shares; 2025Q2: 31,403 shares; 2025Q3: 31,753 shares; 2025Q4: 30,649 shares; 2026Q1: 30,541 shares 30,541 $9.23M 3.88% -108 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440,939 shares; 2026Q1: 457,241 shares 457,241 $7.64M 3.21% +16,302 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,865 shares; 2024Q4: 182,730 shares; 2025Q1: 280,633 shares; 2025Q2: 285,706 shares; 2025Q3: 286,268 shares; 2025Q4: 281,209 shares; 2026Q1: 294,803 shares 294,803 $7.56M 3.18% +13,594 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: 22,889 shares; 2024Q4: 22,705 shares; 2025Q1: 22,808 shares; 2025Q2: 22,695 shares; 2025Q3: 23,056 shares; 2025Q4: 22,405 shares; 2026Q1: 22,307 shares 22,307 $7.33M 3.08% -98 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: 54,436 shares; 2024Q4: 54,090 shares; 2025Q1: 54,561 shares; 2025Q2: 54,581 shares; 2025Q3: 45,339 shares; 2025Q4: 44,193 shares; 2026Q1: 43,920 shares 43,920 $6.46M 2.72% -273 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: 20,454 shares; 2024Q4: 20,167 shares; 2025Q1: 20,140 shares; 2025Q2: 20,258 shares; 2025Q3: 20,545 shares; 2025Q4: 20,131 shares; 2026Q1: 19,942 shares 19,942 $6.2M 2.61% -189 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,384 shares; 2024Q4: 28,989 shares; 2025Q1: 28,905 shares; 2025Q2: 27,833 shares; 2025Q3: 27,659 shares; 2025Q4: 26,918 shares; 2026Q1: 27,729 shares 27,729 $5.85M 2.46% +811 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,997 shares; 2026Q1: 217,988 shares 217,988 $5.58M 2.35% +10,991 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,164 shares; 2024Q4: 180,931 shares; 2025Q1: 188,292 shares; 2025Q2: 210,775 shares; 2025Q3: 215,698 shares; 2025Q4: 252,872 shares; 2026Q1: 255,074 shares 255,074 $5.53M 2.33% +2,202 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 7,275 shares; 2025Q1: 7,726 shares; 2025Q2: 7,819 shares; 2025Q3: 7,908 shares; 2025Q4: 8,943 shares; 2026Q1: 9,407 shares 9,407 $5.38M 2.26% +464 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,751 shares; 2024Q4: 75,096 shares; 2025Q1: 74,591 shares; 2025Q2: 73,131 shares; 2025Q3: 72,746 shares; 2025Q4: 69,757 shares; 2026Q1: 69,224 shares 69,224 $4.47M 1.88% -533 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: 25,031 shares; 2024Q4: 108,211 shares; 2025Q1: 110,295 shares; 2025Q2: 109,324 shares; 2025Q3: 110,910 shares; 2025Q4: 107,236 shares; 2026Q1: 106,372 shares 106,372 $4.37M 1.84% -864 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,806 shares; 2024Q4: 26,475 shares; 2025Q1: 26,717 shares; 2025Q2: 26,353 shares; 2025Q3: 26,222 shares; 2025Q4: 25,647 shares; 2026Q1: 25,401 shares 25,401 $4.19M 1.76% -246 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: 4,523 shares; 2024Q4: 11,045 shares; 2025Q1: 11,052 shares; 2025Q2: 16,640 shares; 2025Q3: 17,975 shares; 2025Q4: 17,970 shares; 2026Q1: 17,882 shares 17,882 $4.11M 1.73% -88 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 53,439 shares; 2026Q1: 51,296 shares 51,296 $3.45M 1.45% -2,143 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,181 shares; 2025Q2: 23,851 shares; 2025Q3: 28,047 shares; 2025Q4: 25,274 shares; 2026Q1: 25,308 shares 25,308 $3.2M 1.34% +34 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,843 shares; 2024Q4: 33,962 shares; 2025Q1: 33,880 shares; 2025Q2: 33,069 shares; 2025Q3: 33,678 shares; 2025Q4: 32,738 shares; 2026Q1: 33,653 shares 33,653 $3.16M 1.33% +915 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: 286 shares; 2024Q4: 286 shares; 2025Q1: 280 shares; 2025Q2: 279 shares; 2025Q3: 224 shares; 2025Q4: 2,439 shares; 2026Q1: 27,273 shares 27,273 $2.62M 1.1% +24,834 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: 4,096 shares; 2024Q4: 4,071 shares; 2025Q1: 4,043 shares; 2025Q2: 4,052 shares; 2025Q3: 3,875 shares; 2025Q4: 3,479 shares; 2026Q1: 3,607 shares 3,607 $2.52M 1.06% +128 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,002 shares; 2024Q4: 107,559 shares; 2025Q1: 108,375 shares; 2025Q2: 111,680 shares; 2025Q3: 45,192 shares; 2025Q4: 44,294 shares; 2026Q1: 42,164 shares 42,164 $2.37M 1% -2,130 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,914 shares; 2025Q2: 47,852 shares; 2025Q3: 47,826 shares; 2025Q4: 64,590 shares; 2026Q1: 64,334 shares 64,334 $2.28M 0.96% -256 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: 10,662 shares; 2024Q4: 10,444 shares; 2025Q1: 10,544 shares; 2025Q2: 12,016 shares; 2025Q3: 12,134 shares; 2025Q4: 11,949 shares; 2026Q1: 11,683 shares 11,683 $2.18M 0.92% -266 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: 2,767 shares; 2024Q4: 2,840 shares; 2025Q1: 2,872 shares; 2025Q2: 2,863 shares; 2025Q3: 2,795 shares; 2025Q4: 3,873 shares; 2026Q1: 4,430 shares 4,430 $2.15M 0.9% +557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,379 shares 5,379 $2M 0.84% new 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: 6,611 shares; 2024Q4: 6,486 shares; 2025Q1: 6,476 shares; 2025Q2: 6,207 shares; 2025Q3: 6,214 shares; 2025Q4: 8,045 shares; 2026Q1: 7,980 shares 7,980 $1.94M 0.82% -65 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,635 shares; 2025Q2: 11,693 shares; 2025Q3: 11,647 shares; 2025Q4: 9,587 shares; 2026Q1: 9,694 shares 9,694 $1.41M 0.59% +107 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: 2,336 shares; 2024Q4: 2,347 shares; 2025Q1: 2,486 shares; 2025Q2: 2,505 shares; 2025Q3: 2,598 shares; 2025Q4: 2,634 shares; 2026Q1: 2,659 shares 2,659 $763K 0.32% +25 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: 560 shares; 2024Q4: 569 shares; 2025Q1: 591 shares; 2025Q2: 679 shares; 2025Q3: 753 shares; 2025Q4: 874 shares; 2026Q1: 919 shares 919 $459K 0.19% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,888 shares 1,888 $329K 0.14% new 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: 2,246 shares; 2024Q4: 2,342 shares; 2025Q1: 2,509 shares; 2025Q2: 2,477 shares; 2025Q3: 2,974 shares; 2025Q4: 3,039 shares; 2026Q1: 2,977 shares 2,977 $287K 0.12% -62 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,954 shares; 2024Q4: 110,068 shares; 2025Q1: 113,461 shares; 2025Q2: 122,451 shares; 2025Q3: 120,224 shares; 2025Q4: 14,176 shares; 2026Q1: 9,109 shares 9,109 $204K 0.09% -5,067 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $45.2K 0.02% new Timeline