IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979,223 shares; 2024Q4: 2,774,582 shares; 2025Q1: 2,705,357 shares; 2025Q2: 10,864,532 shares; 2025Q3: 10,367,276 shares; 2025Q4: 9,185,108 shares; 2026Q1: 9,924,043 shares 9,924,043 $666M 27.17% +738,935 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: 207,653 shares; 2024Q4: 208,075 shares; 2025Q1: 217,216 shares; 2025Q2: 217,701 shares; 2025Q3: 235,832 shares; 2025Q4: 244,871 shares; 2026Q1: 345,231 shares 345,231 $225M 9.17% +100,360 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301,500 shares; 2025Q4: 507,500 shares; 2026Q1: 1,226,000 shares 1,226,000 $168M 6.85% +718,500 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 22,795,352 shares; 2026Q1: 22,795,352 shares 22,795,352 $119M 4.86% 0 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: 2,166 shares; 2025Q3: not reported; 2025Q4: 48,922 shares; 2026Q1: 1,144,222 shares 1,144,222 $79.3M 3.24% +1,095,300 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: 10,241 shares; 2024Q4: 10,758 shares; 2025Q1: 10,706 shares; 2025Q2: 83,197 shares; 2025Q3: 140,817 shares; 2025Q4: 142,546 shares; 2026Q1: 142,435 shares 142,435 $40.9M 1.67% -111 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: 206,529 shares; 2024Q4: 206,765 shares; 2025Q1: 204,754 shares; 2025Q2: 204,598 shares; 2025Q3: 149,442 shares; 2025Q4: 155,081 shares; 2026Q1: 154,238 shares 154,238 $39.1M 1.6% -843 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,132 shares; 2024Q4: 20,149 shares; 2025Q1: 20,229 shares; 2025Q2: 104,200 shares; 2025Q3: 104,211 shares; 2025Q4: 104,200 shares; 2026Q1: 416,769 shares 416,769 $31.9M 1.3% +312,569 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: 37,287 shares; 2024Q4: 36,784 shares; 2025Q1: 40,463 shares; 2025Q2: 40,587 shares; 2025Q3: 49,290 shares; 2025Q4: 55,647 shares; 2026Q1: 54,532 shares 54,532 $31.5M 1.29% -1,115 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: 1,076,820 shares; 2024Q4: 643,635 shares; 2025Q1: 640,920 shares; 2025Q2: 637,137 shares; 2025Q3: 636,897 shares; 2025Q4: 635,001 shares; 2026Q1: 633,993 shares 633,993 $31M 1.27% -1,008 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442,753 shares; 2026Q1: 440,963 shares 440,963 $30M 1.23% -1,790 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: 332,031 shares; 2024Q4: 332,432 shares; 2025Q1: 331,989 shares; 2025Q2: 331,993 shares; 2025Q3: 186,879 shares; 2025Q4: 186,879 shares; 2026Q1: 186,879 shares 186,879 $27.5M 1.12% 0 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: 86,121 shares; 2024Q4: 176,034 shares; 2025Q1: not reported; 2025Q2: 50,492 shares; 2025Q3: 190,367 shares; 2025Q4: 328,306 shares; 2026Q1: 280,425 shares 280,425 $26.4M 1.08% -47,881 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,175 shares; 2024Q4: 200,225 shares; 2025Q1: 200,135 shares; 2025Q2: 200,135 shares; 2025Q3: 224,994 shares; 2025Q4: 237,048 shares; 2026Q1: 237,364 shares 237,364 $25.8M 1.05% +316 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500,103 shares; 2025Q3: not reported; 2025Q4: 250,055 shares; 2026Q1: 250,055 shares 250,055 $25.4M 1.04% 0 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: 4,713 shares; 2024Q4: 4,726 shares; 2025Q1: 4,828 shares; 2025Q2: 3,822 shares; 2025Q3: 3,798 shares; 2025Q4: 56,500 shares; 2026Q1: 56,646 shares 56,646 $24.4M 1% +146 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783,805 shares; 2024Q4: 457,105 shares; 2025Q1: 455,552 shares; 2025Q2: 1,506,021 shares; 2025Q3: 135,482 shares; 2025Q4: 135,464 shares; 2026Q1: 135,283 shares 135,283 $23.6M 0.96% -181 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: 215,796 shares; 2024Q4: 214,223 shares; 2025Q1: 213,378 shares; 2025Q2: 212,892 shares; 2025Q3: 163,370 shares; 2025Q4: 162,805 shares; 2026Q1: 160,426 shares 160,426 $23.5M 0.96% -2,379 Timeline THM INTERNATIONAL TOWER HILL MIN More: the full row for INTERNATIONAL TOWER HILL MIN Quarterly shares; oldest to 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: 10,000,000 shares 10,000,000 $23M 0.94% new Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,184 shares; 2025Q2: 165,408 shares; 2025Q3: 250,811 shares; 2025Q4: 434,624 shares; 2026Q1: 441,365 shares 441,365 $22.8M 0.93% +6,741 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: 54,082 shares; 2024Q4: 56,107 shares; 2025Q1: 54,754 shares; 2025Q2: 54,522 shares; 2025Q3: 54,583 shares; 2025Q4: 55,320 shares; 2026Q1: 56,358 shares 56,358 $20.9M 0.85% +1,038 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,167 shares; 2024Q4: 79,934 shares; 2025Q1: 78,145 shares; 2025Q2: 77,972 shares; 2025Q3: 78,177 shares; 2025Q4: 125,830 shares; 2026Q1: 455,523 shares 455,523 $20.6M 0.84% +329,693 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,040 shares; 2024Q4: 70,310 shares; 2025Q1: 70,040 shares; 2025Q2: 70,029 shares; 2025Q3: 70,120 shares; 2025Q4: 70,196 shares; 2026Q1: 70,207 shares 70,207 $19.7M 0.81% +11 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: 53,124 shares; 2024Q4: 53,205 shares; 2025Q1: 53,145 shares; 2025Q2: 53,119 shares; 2025Q3: 53,810 shares; 2025Q4: 53,710 shares; 2026Q1: 53,592 shares 53,592 $18.3M 0.75% -118 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000,001 shares; 2026Q1: 2,000,001 shares 2,000,001 $18M 0.73% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,056 shares; 2025Q3: 100,049 shares; 2025Q4: 100,049 shares; 2026Q1: 100,035 shares 100,035 $17.5M 0.71% -14 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,517 shares; 2025Q2: 148,509 shares; 2025Q3: 218,949 shares; 2025Q4: 364,035 shares; 2026Q1: 317,235 shares 317,235 $16.2M 0.66% -46,800 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,633 shares; 2025Q1: 47,784 shares; 2025Q2: 127,432 shares; 2025Q3: 282,027 shares; 2025Q4: 349,395 shares; 2026Q1: 346,190 shares 346,190 $15.9M 0.65% -3,205 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: 111,326 shares; 2024Q4: 80,117 shares; 2025Q1: 57,678 shares; 2025Q2: 31,058 shares; 2025Q3: 71,899 shares; 2025Q4: 102,259 shares; 2026Q1: 152,994 shares 152,994 $15.4M 0.63% +50,735 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: 59,180 shares; 2024Q4: 58,579 shares; 2025Q1: 58,455 shares; 2025Q2: 58,210 shares; 2025Q3: 58,066 shares; 2025Q4: 57,722 shares; 2026Q1: 58,098 shares 58,098 $14.1M 0.57% +376 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,768 shares; 2024Q4: 555,066 shares; 2025Q1: 554,256 shares; 2025Q2: 554,256 shares; 2025Q3: 554,256 shares; 2025Q4: 554,256 shares; 2026Q1: 554,256 shares 554,256 $13.5M 0.55% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,912 shares; 2025Q1: 39,208 shares; 2025Q2: 157,965 shares; 2025Q3: 153,240 shares; 2025Q4: 349,568 shares; 2026Q1: 269,053 shares 269,053 $13.1M 0.54% -80,515 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,470 shares; 2024Q4: 116,835 shares; 2025Q1: 124,524 shares; 2025Q2: 134,470 shares; 2025Q3: 135,218 shares; 2025Q4: 172,629 shares; 2026Q1: 162,193 shares 162,193 $13.1M 0.53% -10,436 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,500 shares; 2026Q1: 430,000 shares 430,000 $12.9M 0.53% +333,500 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: 16,067 shares; 2024Q4: 16,081 shares; 2025Q1: 16,140 shares; 2025Q2: 16,154 shares; 2025Q3: 16,161 shares; 2025Q4: 16,121 shares; 2026Q1: 16,102 shares 16,102 $12.4M 0.51% -19 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,133 shares; 2024Q4: 168,120 shares; 2025Q1: 187,022 shares; 2025Q2: 178,996 shares; 2025Q3: 177,216 shares; 2025Q4: 263,493 shares; 2026Q1: 232,831 shares 232,831 $11.7M 0.48% -30,662 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,178 shares; 2024Q4: 80,864 shares; 2025Q1: 90,349 shares; 2025Q2: 67,600 shares; 2025Q3: 89,480 shares; 2025Q4: 96,257 shares; 2026Q1: 105,409 shares 105,409 $11.6M 0.48% +9,152 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,093 shares; 2024Q4: 27,060 shares; 2025Q1: 26,999 shares; 2025Q2: 26,899 shares; 2025Q3: 26,897 shares; 2025Q4: 26,897 shares; 2026Q1: 26,897 shares 26,897 $11.4M 0.47% 0 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,363 shares; 2024Q4: 41,648 shares; 2025Q1: 89,642 shares; 2025Q2: 126,280 shares; 2025Q3: 203,094 shares; 2025Q4: 265,266 shares; 2026Q1: 282,263 shares 282,263 $11.1M 0.45% +16,997 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: 12,158 shares; 2024Q4: 12,320 shares; 2025Q1: 12,159 shares; 2025Q2: 12,159 shares; 2025Q3: 12,196 shares; 2025Q4: 12,196 shares; 2026Q1: 12,191 shares 12,191 $10.9M 0.45% -5 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,544 shares; 2024Q4: 39,544 shares; 2025Q1: 39,544 shares; 2025Q2: 40,239 shares; 2025Q3: 39,644 shares; 2025Q4: 39,532 shares; 2026Q1: 39,632 shares 39,632 $10.7M 0.44% +100 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,420 shares; 2025Q2: 63,891 shares; 2025Q3: 116,825 shares; 2025Q4: 194,567 shares; 2026Q1: 290,081 shares 290,081 $10.3M 0.42% +95,514 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,911 shares 95,911 $9.92M 0.4% new 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: 161,845 shares; 2024Q4: 162,174 shares; 2025Q1: 162,681 shares; 2025Q2: 163,066 shares; 2025Q3: 163,139 shares; 2025Q4: 163,399 shares; 2026Q1: 162,622 shares 162,622 $9.56M 0.39% -777 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,567 shares; 2025Q3: 5,552 shares; 2025Q4: 5,520 shares; 2026Q1: 5,500 shares 5,500 $9.51M 0.39% -20 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: 22,805 shares; 2024Q4: 22,840 shares; 2025Q1: 22,917 shares; 2025Q2: 22,896 shares; 2025Q3: 22,684 shares; 2025Q4: 22,674 shares; 2026Q1: 22,702 shares 22,702 $9.46M 0.39% +28 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: 29,094 shares; 2024Q4: 29,099 shares; 2025Q1: 29,091 shares; 2025Q2: 29,216 shares; 2025Q3: 29,152 shares; 2025Q4: 29,178 shares; 2026Q1: 11,155 shares 11,155 $9.44M 0.39% -18,023 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,711 shares; 2025Q2: 158,131 shares; 2025Q3: 225,176 shares; 2025Q4: 390,740 shares; 2026Q1: 444,549 shares 444,549 $9.23M 0.38% +53,809 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,703 shares; 2024Q4: 305,703 shares; 2025Q1: 305,703 shares; 2025Q2: 305,703 shares; 2025Q3: 125,022 shares; 2025Q4: 125,022 shares; 2026Q1: 100,872 shares 100,872 $9M 0.37% -24,150 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: 15,098 shares; 2024Q4: 15,017 shares; 2025Q1: 15,071 shares; 2025Q2: 15,133 shares; 2025Q3: 15,098 shares; 2025Q4: 14,977 shares; 2026Q1: 14,655 shares 14,655 $8.76M 0.36% -322 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,180 shares; 2025Q2: 13,291 shares; 2025Q3: 13,291 shares; 2025Q4: 13,291 shares; 2026Q1: 13,173 shares 13,173 $8.37M 0.34% -118 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,538 shares; 2025Q4: not reported; 2026Q1: 150,091 shares 150,091 $7.24M 0.3% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,593 shares; 2024Q4: 49,622 shares; 2025Q1: 49,605 shares; 2025Q2: 49,491 shares; 2025Q3: 49,134 shares; 2025Q4: 48,996 shares; 2026Q1: 49,033 shares 49,033 $7.22M 0.29% +37 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: 88,353 shares; 2024Q4: 89,125 shares; 2025Q1: 86,243 shares; 2025Q2: 86,107 shares; 2025Q3: 86,098 shares; 2025Q4: 85,853 shares; 2026Q1: 86,806 shares 86,806 $6.74M 0.27% +953 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,972 shares; 2024Q4: 146,976 shares; 2025Q1: 146,980 shares; 2025Q2: 146,960 shares; 2025Q3: 146,960 shares; 2025Q4: 146,960 shares; 2026Q1: 146,960 shares 146,960 $6.46M 0.26% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,416 shares; 2024Q4: 17,741 shares; 2025Q1: 27,091 shares; 2025Q2: 27,613 shares; 2025Q3: 47,666 shares; 2025Q4: 59,999 shares; 2026Q1: 75,697 shares 75,697 $6.42M 0.26% +15,698 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,000 shares; 2024Q4: 61,000 shares; 2025Q1: 61,000 shares; 2025Q2: 61,000 shares; 2025Q3: 61,000 shares; 2025Q4: 61,000 shares; 2026Q1: 61,000 shares 61,000 $6.33M 0.26% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,458 shares; 2024Q4: 47,713 shares; 2025Q1: 47,993 shares; 2025Q2: 48,002 shares; 2025Q3: 48,209 shares; 2025Q4: 47,920 shares; 2026Q1: 47,338 shares 47,338 $6.02M 0.25% -582 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: 13,320 shares; 2024Q4: 13,316 shares; 2025Q1: 13,257 shares; 2025Q2: 13,135 shares; 2025Q3: 13,136 shares; 2025Q4: 13,037 shares; 2026Q1: 12,883 shares 12,883 $5.97M 0.24% -154 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: 73,434 shares; 2024Q4: 74,470 shares; 2025Q1: 75,282 shares; 2025Q2: 75,208 shares; 2025Q3: 75,703 shares; 2025Q4: 75,739 shares; 2026Q1: 75,180 shares 75,180 $5.8M 0.24% -559 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183,340 shares; 2024Q4: 1,183,340 shares; 2025Q1: 1,183,340 shares; 2025Q2: 1,183,340 shares; 2025Q3: 272,283 shares; 2025Q4: 272,283 shares; 2026Q1: 272,283 shares 272,283 $5.76M 0.24% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,142 shares; 2024Q4: 80,243 shares; 2025Q1: 84,702 shares; 2025Q2: 56,823 shares; 2025Q3: 54,640 shares; 2025Q4: 89,004 shares; 2026Q1: 73,817 shares 73,817 $5.71M 0.23% -15,187 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,972 shares; 2024Q4: 75,972 shares; 2025Q1: 75,871 shares; 2025Q2: 75,921 shares; 2025Q3: 75,921 shares; 2025Q4: 75,898 shares; 2026Q1: 75,436 shares 75,436 $5.62M 0.23% -462 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,151 shares; 2024Q4: 37,200 shares; 2025Q1: 37,133 shares; 2025Q2: 37,218 shares; 2025Q3: 37,343 shares; 2025Q4: 37,378 shares; 2026Q1: 37,468 shares 37,468 $5.6M 0.23% +90 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,437 shares; 2025Q4: 87,437 shares; 2026Q1: 111,278 shares 111,278 $5.6M 0.23% +23,841 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: 20,197 shares; 2024Q4: 20,243 shares; 2025Q1: 20,014 shares; 2025Q2: 19,820 shares; 2025Q3: 20,122 shares; 2025Q4: 20,009 shares; 2026Q1: 20,059 shares 20,059 $5.43M 0.22% +50 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: 41,125 shares; 2024Q4: 41,132 shares; 2025Q1: 41,011 shares; 2025Q2: 41,106 shares; 2025Q3: 41,106 shares; 2025Q4: 41,891 shares; 2026Q1: 41,776 shares 41,776 $4.8M 0.2% -115 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: 13,547 shares; 2024Q4: 14,639 shares; 2025Q1: 13,384 shares; 2025Q2: 13,264 shares; 2025Q3: 13,629 shares; 2025Q4: 15,164 shares; 2026Q1: 15,493 shares 15,493 $4.79M 0.2% +329 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,710 shares; 2024Q4: 93,894 shares; 2025Q1: 93,420 shares; 2025Q2: 93,420 shares; 2025Q3: 93,508 shares; 2025Q4: 92,846 shares; 2026Q1: 92,980 shares 92,980 $4.41M 0.18% +134 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: 16,638 shares; 2024Q4: 16,938 shares; 2025Q1: 15,452 shares; 2025Q2: 15,316 shares; 2025Q3: 15,710 shares; 2025Q4: 21,273 shares; 2026Q1: 21,132 shares 21,132 $4.4M 0.18% -141 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,948 shares; 2024Q4: 41,933 shares; 2025Q1: 70,547 shares; 2025Q2: 79,084 shares; 2025Q3: 107,293 shares; 2025Q4: 123,929 shares; 2026Q1: 115,914 shares 115,914 $4.3M 0.18% -8,015 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: 13,648 shares; 2024Q4: 13,768 shares; 2025Q1: 13,765 shares; 2025Q2: 13,900 shares; 2025Q3: 14,150 shares; 2025Q4: 14,141 shares; 2026Q1: 14,114 shares 14,114 $4.05M 0.17% -27 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: 14,863 shares; 2024Q4: 14,975 shares; 2025Q1: 14,989 shares; 2025Q2: 14,877 shares; 2025Q3: 14,629 shares; 2025Q4: 14,629 shares; 2026Q1: 15,033 shares 15,033 $4.01M 0.16% +404 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: 136,463 shares; 2024Q4: 130,481 shares; 2025Q1: 134,154 shares; 2025Q2: 137,989 shares; 2025Q3: 136,846 shares; 2025Q4: 141,074 shares; 2026Q1: 141,539 shares 141,539 $3.97M 0.16% +465 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: 30,794 shares; 2024Q4: 31,929 shares; 2025Q1: 30,766 shares; 2025Q2: 30,799 shares; 2025Q3: 30,689 shares; 2025Q4: 30,331 shares; 2026Q1: 30,326 shares 30,326 $3.97M 0.16% -5 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: 12,771 shares; 2024Q4: 13,583 shares; 2025Q1: 12,655 shares; 2025Q2: 12,662 shares; 2025Q3: 12,713 shares; 2025Q4: 12,932 shares; 2026Q1: 13,184 shares 13,184 $3.88M 0.16% +252 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,427 shares; 2025Q2: 5,636 shares; 2025Q3: 26,010 shares; 2025Q4: 43,169 shares; 2026Q1: 66,484 shares 66,484 $3.81M 0.16% +23,315 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,137 shares; 2024Q4: 28,137 shares; 2025Q1: 28,137 shares; 2025Q2: 28,267 shares; 2025Q3: 28,137 shares; 2025Q4: 28,137 shares; 2026Q1: 28,137 shares 28,137 $3.77M 0.15% 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: 14,399 shares; 2024Q4: 14,489 shares; 2025Q1: 14,589 shares; 2025Q2: 14,554 shares; 2025Q3: 14,689 shares; 2025Q4: 14,364 shares; 2026Q1: 14,362 shares 14,362 $3.76M 0.15% -2 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,371 shares; 2024Q4: 62,438 shares; 2025Q1: 62,924 shares; 2025Q2: 63,321 shares; 2025Q3: 62,414 shares; 2025Q4: 62,276 shares; 2026Q1: 62,282 shares 62,282 $3.68M 0.15% +6 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000,928 shares; 2025Q4: 1,000,928 shares; 2026Q1: 864,028 shares 864,028 $3.56M 0.15% -136,900 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 3,694 shares; 2025Q1: 3,494 shares; 2025Q2: 3,681 shares; 2025Q3: 23,523 shares; 2025Q4: 17,299 shares; 2026Q1: 30,479 shares 30,479 $3.54M 0.14% +13,180 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,762 shares; 2025Q4: 300,000 shares; 2026Q1: 300,000 shares 300,000 $3.48M 0.14% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,140 shares; 2024Q4: 48,318 shares; 2025Q1: 48,666 shares; 2025Q2: 48,919 shares; 2025Q3: 48,287 shares; 2025Q4: 47,514 shares; 2026Q1: 47,737 shares 47,737 $3.47M 0.14% +223 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,111 shares; 2025Q3: 51,367 shares; 2025Q4: 77,669 shares; 2026Q1: 99,842 shares 99,842 $3.43M 0.14% +22,173 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,315 shares; 2024Q4: 57,762 shares; 2025Q1: 63,093 shares; 2025Q2: 48,197 shares; 2025Q3: 67,126 shares; 2025Q4: 66,743 shares; 2026Q1: 67,212 shares 67,212 $3.4M 0.14% +469 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601,270 shares; 2024Q4: 602,046 shares; 2025Q1: 600,419 shares; 2025Q2: 600,452 shares; 2025Q3: 291,250 shares; 2025Q4: 292,316 shares; 2026Q1: 143,436 shares 143,436 $3.39M 0.14% -148,880 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,544 shares; 2024Q4: 22,069 shares; 2025Q1: 22,131 shares; 2025Q2: 22,141 shares; 2025Q3: 22,013 shares; 2025Q4: 22,074 shares; 2026Q1: 22,193 shares 22,193 $3.18M 0.13% +119 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,571 shares; 2025Q4: 48,396 shares; 2026Q1: 48,324 shares 48,324 $3.16M 0.13% -72 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: 14,222 shares; 2024Q4: 14,246 shares; 2025Q1: 14,040 shares; 2025Q2: 14,044 shares; 2025Q3: 14,046 shares; 2025Q4: 14,214 shares; 2026Q1: 14,231 shares 14,231 $3.1M 0.13% +17 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: 18,719 shares; 2024Q4: 18,980 shares; 2025Q1: 18,587 shares; 2025Q2: 18,762 shares; 2025Q3: 18,781 shares; 2025Q4: 18,879 shares; 2026Q1: 18,805 shares 18,805 $2.96M 0.12% -74 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,531 shares; 2024Q4: 109,071 shares; 2025Q1: 109,071 shares; 2025Q2: 109,760 shares; 2025Q3: 109,078 shares; 2025Q4: 108,588 shares; 2026Q1: 108,984 shares 108,984 $2.85M 0.12% +396 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: 6,426 shares; 2024Q4: 6,268 shares; 2025Q1: 5,986 shares; 2025Q2: 5,840 shares; 2025Q3: 5,841 shares; 2025Q4: 5,716 shares; 2026Q1: 5,885 shares 5,885 $2.82M 0.12% +169 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: 25,112 shares; 2024Q4: 25,088 shares; 2025Q1: 25,060 shares; 2025Q2: 23,277 shares; 2025Q3: 23,311 shares; 2025Q4: 23,316 shares; 2026Q1: 22,536 shares 22,536 $2.8M 0.11% -780 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,282 shares; 2025Q4: 150,109 shares; 2026Q1: 150,267 shares 150,267 $2.8M 0.11% +158 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: 66,314 shares; 2024Q4: 67,183 shares; 2025Q1: 64,708 shares; 2025Q2: 63,480 shares; 2025Q3: 62,239 shares; 2025Q4: 61,917 shares; 2026Q1: 55,717 shares 55,717 $2.75M 0.11% -6,200 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: 7,167 shares; 2024Q4: 8,334 shares; 2025Q1: 6,618 shares; 2025Q2: 6,493 shares; 2025Q3: 6,702 shares; 2025Q4: 9,399 shares; 2026Q1: 9,430 shares 9,430 $2.71M 0.11% +31 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,204 shares; 2025Q4: 49,000 shares; 2026Q1: 49,000 shares 49,000 $2.68M 0.11% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,535 shares; 2024Q4: 31,535 shares; 2025Q1: 31,535 shares; 2025Q2: 31,535 shares; 2025Q3: 31,535 shares; 2025Q4: 31,521 shares; 2026Q1: 31,907 shares 31,907 $2.67M 0.11% +386 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,345 shares 53,345 $2.65M 0.11% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,841 shares; 2024Q4: 20,684 shares; 2025Q1: 20,580 shares; 2025Q2: 20,588 shares; 2025Q3: 20,617 shares; 2025Q4: 20,747 shares; 2026Q1: 20,887 shares 20,887 $2.64M 0.11% +140 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 2,911 shares; 2025Q1: 2,777 shares; 2025Q2: 2,773 shares; 2025Q3: 2,880 shares; 2025Q4: 2,810 shares; 2026Q1: 2,840 shares 2,840 $2.61M 0.11% +30 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: 733,001 shares; 2024Q4: 774,001 shares; 2025Q1: 819,001 shares; 2025Q2: 846,201 shares; 2025Q3: 720,001 shares; 2025Q4: 740,001 shares; 2026Q1: 750,001 shares 750,001 $2.61M 0.11% +10,000 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: 3,027 shares; 2024Q4: 3,052 shares; 2025Q1: 12,522 shares; 2025Q2: 12,410 shares; 2025Q3: 13,046 shares; 2025Q4: 13,657 shares; 2026Q1: 13,508 shares 13,508 $2.59M 0.11% -149 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: 30,223 shares; 2024Q4: 29,900 shares; 2025Q1: 29,900 shares; 2025Q2: 30,085 shares; 2025Q3: 30,400 shares; 2025Q4: 30,511 shares; 2026Q1: 30,431 shares 30,431 $2.58M 0.11% -80 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: 65,245 shares; 2024Q4: 59,229 shares; 2025Q1: 57,000 shares; 2025Q2: 56,728 shares; 2025Q3: 56,950 shares; 2025Q4: 59,950 shares; 2026Q1: 58,449 shares 58,449 $2.58M 0.11% -1,501 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,361 shares; 2024Q4: 28,755 shares; 2025Q1: 27,576 shares; 2025Q2: 27,571 shares; 2025Q3: 27,533 shares; 2025Q4: 27,519 shares; 2026Q1: 27,470 shares 27,470 $2.5M 0.1% -49 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: 7,528 shares; 2024Q4: 7,714 shares; 2025Q1: 6,976 shares; 2025Q2: 7,362 shares; 2025Q3: 7,541 shares; 2025Q4: 7,603 shares; 2026Q1: 7,330 shares 7,330 $2.48M 0.1% -273 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: 27,397 shares; 2024Q4: 28,622 shares; 2025Q1: 27,872 shares; 2025Q2: 29,047 shares; 2025Q3: 29,022 shares; 2025Q4: 28,997 shares; 2026Q1: 27,697 shares 27,697 $2.29M 0.09% -1,300 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $2.23M 0.09% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 15,090 shares; 2025Q1: 15,058 shares; 2025Q2: 14,864 shares; 2025Q3: 14,904 shares; 2025Q4: 14,847 shares; 2026Q1: 14,847 shares 14,847 $2.16M 0.09% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $2.15M 0.09% 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: 42,894 shares; 2024Q4: 45,348 shares; 2025Q1: 46,359 shares; 2025Q2: 47,485 shares; 2025Q3: 51,002 shares; 2025Q4: 52,896 shares; 2026Q1: 51,298 shares 51,298 $2.14M 0.09% -1,598 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: 12,667 shares; 2024Q4: 13,703 shares; 2025Q1: 32,748 shares; 2025Q2: 12,833 shares; 2025Q3: 12,714 shares; 2025Q4: 12,859 shares; 2026Q1: 12,776 shares 12,776 $2.1M 0.09% -83 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,529 shares; 2025Q3: 44,992 shares; 2025Q4: 56,227 shares; 2026Q1: 27,808 shares 27,808 $2.09M 0.09% -28,419 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: 38,147 shares; 2024Q4: 37,911 shares; 2025Q1: 37,957 shares; 2025Q2: 37,859 shares; 2025Q3: 37,799 shares; 2025Q4: 37,810 shares; 2026Q1: 37,560 shares 37,560 $2.03M 0.08% -250 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: 3,401 shares; 2024Q4: 3,442 shares; 2025Q1: 3,168 shares; 2025Q2: 3,259 shares; 2025Q3: 2,895 shares; 2025Q4: 3,036 shares; 2026Q1: 3,101 shares 3,101 $2.03M 0.08% +65 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: 12,943 shares; 2024Q4: 13,610 shares; 2025Q1: 12,160 shares; 2025Q2: 12,083 shares; 2025Q3: 11,936 shares; 2025Q4: 11,775 shares; 2026Q1: 11,753 shares 11,753 $1.99M 0.08% -22 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: 3,255 shares; 2024Q4: 3,372 shares; 2025Q1: 2,956 shares; 2025Q2: 2,923 shares; 2025Q3: 2,965 shares; 2025Q4: 3,306 shares; 2026Q1: 3,473 shares 3,473 $1.99M 0.08% +167 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: 41,495 shares; 2024Q4: 40,955 shares; 2025Q1: 39,569 shares; 2025Q2: 38,944 shares; 2025Q3: 39,186 shares; 2025Q4: 39,514 shares; 2026Q1: 39,073 shares 39,073 $1.96M 0.08% -441 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: 8,335 shares; 2024Q4: 8,353 shares; 2025Q1: 8,013 shares; 2025Q2: 7,999 shares; 2025Q3: 8,000 shares; 2025Q4: 7,985 shares; 2026Q1: 7,851 shares 7,851 $1.95M 0.08% -134 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,440 shares; 2024Q4: 153,531 shares; 2025Q1: 153,440 shares; 2025Q2: 153,440 shares; 2025Q3: 153,440 shares; 2025Q4: 153,440 shares; 2026Q1: 73,440 shares 73,440 $1.87M 0.08% -80,000 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: 24,557 shares; 2024Q4: 23,854 shares; 2025Q1: 23,664 shares; 2025Q2: 23,665 shares; 2025Q3: 23,632 shares; 2025Q4: 24,644 shares; 2026Q1: 24,594 shares 24,594 $1.77M 0.07% -50 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: 32,048 shares; 2024Q4: 32,936 shares; 2025Q1: 31,899 shares; 2025Q2: 31,899 shares; 2025Q3: 31,900 shares; 2025Q4: 31,901 shares; 2026Q1: 31,883 shares 31,883 $1.76M 0.07% -18 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: 11,725 shares; 2024Q4: 12,378 shares; 2025Q1: 11,400 shares; 2025Q2: 11,312 shares; 2025Q3: 11,312 shares; 2025Q4: 11,312 shares; 2026Q1: 11,294 shares 11,294 $1.73M 0.07% -18 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: 2,413 shares; 2024Q4: 2,366 shares; 2025Q1: 2,517 shares; 2025Q2: 2,546 shares; 2025Q3: 2,456 shares; 2025Q4: 2,427 shares; 2026Q1: 2,373 shares 2,373 $1.68M 0.07% -54 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,986 shares; 2024Q4: 19,918 shares; 2025Q1: 19,918 shares; 2025Q2: 20,257 shares; 2025Q3: 20,292 shares; 2025Q4: 19,918 shares; 2026Q1: 19,918 shares 19,918 $1.6M 0.07% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to 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: 17,588 shares 17,588 $1.51M 0.06% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,901 shares; 2024Q4: 104,851 shares; 2025Q1: 104,811 shares; 2025Q2: 104,811 shares; 2025Q3: 104,730 shares; 2025Q4: 107,226 shares; 2026Q1: 108,055 shares 108,055 $1.46M 0.06% +829 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: 8,059 shares; 2024Q4: 12,588 shares; 2025Q1: 8,959 shares; 2025Q2: 9,684 shares; 2025Q3: 9,885 shares; 2025Q4: 9,885 shares; 2026Q1: 9,810 shares 9,810 $1.45M 0.06% -75 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: 27,099 shares; 2024Q4: 29,803 shares; 2025Q1: 27,051 shares; 2025Q2: 27,056 shares; 2025Q3: 28,911 shares; 2025Q4: 28,937 shares; 2026Q1: 29,627 shares 29,627 $1.44M 0.06% +690 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,545 shares 46,545 $1.39M 0.06% new Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to 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: 55,659 shares 55,659 $1.39M 0.06% new 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: 16,950 shares; 2024Q4: 18,470 shares; 2025Q1: 18,450 shares; 2025Q2: 19,750 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares; 2026Q1: 20,575 shares 20,575 $1.39M 0.06% +475 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: 1,081 shares; 2024Q4: 1,197 shares; 2025Q1: 998 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 1,349 shares 1,349 $1.34M 0.05% +353 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: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 4,082 shares; 2025Q4: 4,113 shares; 2026Q1: 4,122 shares 4,122 $1.32M 0.05% +9 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: 13,632 shares; 2024Q4: 14,201 shares; 2025Q1: 12,658 shares; 2025Q2: 13,876 shares; 2025Q3: 12,543 shares; 2025Q4: 13,744 shares; 2026Q1: 13,746 shares 13,746 $1.28M 0.05% +2 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: 16,969 shares; 2024Q4: 16,969 shares; 2025Q1: 16,969 shares; 2025Q2: 16,969 shares; 2025Q3: 16,969 shares; 2025Q4: 16,600 shares; 2026Q1: 16,758 shares 16,758 $1.26M 0.05% +158 Timeline DXJ 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: 5,291 shares; 2024Q4: 5,387 shares; 2025Q1: 6,412 shares; 2025Q2: 3,776 shares; 2025Q3: 8,101 shares; 2025Q4: 8,117 shares; 2026Q1: 7,925 shares 7,925 $1.26M 0.05% -192 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,055 shares; 2024Q4: 140,024 shares; 2025Q1: 140,024 shares; 2025Q2: 140,045 shares; 2025Q3: 140,045 shares; 2025Q4: 140,045 shares; 2026Q1: 65,045 shares 65,045 $1.25M 0.05% -75,000 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 39,580 shares; 2025Q1: 40,080 shares; 2025Q2: 41,080 shares; 2025Q3: 41,805 shares; 2025Q4: 42,755 shares; 2026Q1: 41,555 shares 41,555 $1.25M 0.05% -1,200 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,755 shares; 2024Q4: 37,458 shares; 2025Q1: 37,458 shares; 2025Q2: 37,423 shares; 2025Q3: 38,601 shares; 2025Q4: 38,144 shares; 2026Q1: 37,758 shares 37,758 $1.24M 0.05% -386 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,475 shares; 2026Q1: 10,533 shares 10,533 $1.22M 0.05% +58 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,579 shares; 2024Q4: 21,803 shares; 2025Q1: 21,743 shares; 2025Q2: 22,162 shares; 2025Q3: 21,442 shares; 2025Q4: 21,396 shares; 2026Q1: 22,116 shares 22,116 $1.18M 0.05% +720 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: 11,257 shares; 2024Q4: 10,973 shares; 2025Q1: 10,437 shares; 2025Q2: 9,406 shares; 2025Q3: 9,416 shares; 2025Q4: 9,361 shares; 2026Q1: 8,881 shares 8,881 $1.13M 0.05% -480 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: 9,497 shares; 2024Q4: 6,921 shares; 2025Q1: 7,492 shares; 2025Q2: 8,920 shares; 2025Q3: 16,419 shares; 2025Q4: 16,561 shares; 2026Q1: 13,235 shares 13,235 $1.12M 0.05% -3,326 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 15,449 shares; 2025Q1: 14,940 shares; 2025Q2: 14,947 shares; 2025Q3: 14,940 shares; 2025Q4: 14,884 shares; 2026Q1: 15,328 shares 15,328 $1.11M 0.05% +444 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: 3,209 shares; 2024Q4: 4,143 shares; 2025Q1: 3,160 shares; 2025Q2: 2,897 shares; 2025Q3: 4,038 shares; 2025Q4: 4,416 shares; 2026Q1: 4,509 shares 4,509 $1.1M 0.04% +93 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: 6,052 shares; 2024Q4: 6,452 shares; 2025Q1: 5,669 shares; 2025Q2: 4,718 shares; 2025Q3: 4,659 shares; 2025Q4: 5,674 shares; 2026Q1: 5,671 shares 5,671 $1.09M 0.04% -3 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: 49,114 shares; 2024Q4: 63,409 shares; 2025Q1: 38,327 shares; 2025Q2: 37,577 shares; 2025Q3: 36,473 shares; 2025Q4: 35,696 shares; 2026Q1: 19,104 shares 19,104 $1.08M 0.04% -16,592 Timeline GRID 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 2,411 shares; 2026Q1: 6,322 shares 6,322 $1.03M 0.04% +3,911 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,499 shares; 2024Q4: 10,179 shares; 2025Q1: 8,445 shares; 2025Q2: 8,445 shares; 2025Q3: 8,445 shares; 2025Q4: 8,445 shares; 2026Q1: 8,445 shares 8,445 $1.02M 0.04% 0 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 18,500 shares; 2025Q3: 18,501 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares 18,500 $1.01M 0.04% 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: 21,142 shares; 2024Q4: 21,158 shares; 2025Q1: 20,832 shares; 2025Q2: 21,191 shares; 2025Q3: 21,209 shares; 2025Q4: 21,051 shares; 2026Q1: 21,923 shares 21,923 $1M 0.04% +872 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,347 shares; 2024Q4: 5,601 shares; 2025Q1: 6,987 shares; 2025Q2: 8,490 shares; 2025Q3: 8,190 shares; 2025Q4: 8,710 shares; 2026Q1: 10,115 shares 10,115 $976K 0.04% +1,405 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: 4,986 shares; 2024Q4: 6,672 shares; 2025Q1: 6,415 shares; 2025Q2: 7,620 shares; 2025Q3: 8,337 shares; 2025Q4: 8,058 shares; 2026Q1: 7,921 shares 7,921 $953K 0.04% -137 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: 6,957 shares; 2024Q4: 6,738 shares; 2025Q1: 6,534 shares; 2025Q2: 6,261 shares; 2025Q3: 6,775 shares; 2025Q4: 6,511 shares; 2026Q1: 6,832 shares 6,832 $952K 0.04% +321 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: 1,674 shares; 2024Q4: 1,318 shares; 2025Q1: 1,031 shares; 2025Q2: 1,124 shares; 2025Q3: 1,110 shares; 2025Q4: 1,064 shares; 2026Q1: 1,088 shares 1,088 $949K 0.04% +24 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,969 shares; 2024Q4: 12,970 shares; 2025Q1: 12,970 shares; 2025Q2: 12,970 shares; 2025Q3: 12,970 shares; 2025Q4: 12,972 shares; 2026Q1: 12,648 shares 12,648 $946K 0.04% -324 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: 6,443 shares; 2024Q4: 6,713 shares; 2025Q1: 6,444 shares; 2025Q2: 6,486 shares; 2025Q3: 6,434 shares; 2025Q4: 6,435 shares; 2026Q1: 6,436 shares 6,436 $930K 0.04% +1 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: 1,814 shares; 2024Q4: 1,853 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,817 shares; 2025Q4: 2,814 shares; 2026Q1: 2,814 shares 2,814 $926K 0.04% 0 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: 10,101 shares; 2024Q4: 9,790 shares; 2025Q1: 9,347 shares; 2025Q2: 9,659 shares; 2025Q3: 9,440 shares; 2025Q4: 18,735 shares; 2026Q1: 14,938 shares 14,938 $915K 0.04% -3,797 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: 5,243 shares; 2024Q4: 4,640 shares; 2025Q1: 4,060 shares; 2025Q2: 3,850 shares; 2025Q3: 2,721 shares; 2025Q4: 2,483 shares; 2026Q1: 2,359 shares 2,359 $904K 0.04% -124 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: 2,458 shares; 2024Q4: 2,501 shares; 2025Q1: 2,366 shares; 2025Q2: 2,384 shares; 2025Q3: 2,323 shares; 2025Q4: 2,817 shares; 2026Q1: 2,898 shares 2,898 $901K 0.04% +81 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: 3,643 shares; 2024Q4: 3,680 shares; 2025Q1: 3,218 shares; 2025Q2: 3,228 shares; 2025Q3: 3,049 shares; 2025Q4: 3,444 shares; 2026Q1: 3,778 shares 3,778 $898K 0.04% +334 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: 317,634 shares; 2024Q4: 316,597 shares; 2025Q1: 340,328 shares; 2025Q2: 368,814 shares; 2025Q3: 362,000 shares; 2025Q4: 358,403 shares; 2026Q1: 73,282 shares 73,282 $846K 0.03% -285,121 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: 7,287 shares; 2025Q1: 7,146 shares; 2025Q2: 7,421 shares; 2025Q3: 7,198 shares; 2025Q4: 7,146 shares; 2026Q1: 7,112 shares 7,112 $841K 0.03% -34 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,018 shares; 2024Q4: 17,018 shares; 2025Q1: 17,018 shares; 2025Q2: 17,018 shares; 2025Q3: 17,018 shares; 2025Q4: 17,251 shares; 2026Q1: 17,455 shares 17,455 $839K 0.03% +204 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,849 shares; 2024Q4: 39,849 shares; 2025Q1: 38,428 shares; 2025Q2: 37,284 shares; 2025Q3: 37,377 shares; 2025Q4: 35,659 shares; 2026Q1: 34,736 shares 34,736 $781K 0.03% -923 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,656 shares; 2024Q4: 19,996 shares; 2025Q1: 19,174 shares; 2025Q2: 21,765 shares; 2025Q3: 20,092 shares; 2025Q4: 20,584 shares; 2026Q1: 18,521 shares 18,521 $764K 0.03% -2,063 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,500 shares; 2024Q4: 107,500 shares; 2025Q1: 107,500 shares; 2025Q2: 107,500 shares; 2025Q3: 107,500 shares; 2025Q4: 107,500 shares; 2026Q1: 107,500 shares 107,500 $734K 0.03% 0 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: 3,183 shares; 2024Q4: 2,705 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,590 shares; 2025Q4: 2,537 shares; 2026Q1: 2,532 shares 2,532 $718K 0.03% -5 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,072 shares; 2025Q1: 1,689 shares; 2025Q2: 1,649 shares; 2025Q3: 1,678 shares; 2025Q4: 52,053 shares; 2026Q1: 1,925 shares 1,925 $715K 0.03% -50,128 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: 1,262 shares; 2024Q4: 1,296 shares; 2025Q1: 1,274 shares; 2025Q2: 1,412 shares; 2025Q3: 1,435 shares; 2025Q4: 1,983 shares; 2026Q1: 2,256 shares 2,256 $682K 0.03% +273 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,180 shares 26,180 $671K 0.03% new 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: 3,606 shares; 2024Q4: 3,681 shares; 2025Q1: 3,637 shares; 2025Q2: 3,997 shares; 2025Q3: 3,582 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares 3,882 $670K 0.03% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 19,629 shares; 2025Q1: 19,931 shares; 2025Q2: 19,774 shares; 2025Q3: 20,984 shares; 2025Q4: 20,689 shares; 2026Q1: 21,692 shares 21,692 $666K 0.03% +1,003 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: 3,946 shares; 2024Q4: 3,980 shares; 2025Q1: 4,025 shares; 2025Q2: 3,874 shares; 2025Q3: 3,448 shares; 2025Q4: 4,574 shares; 2026Q1: 4,538 shares 4,538 $665K 0.03% -36 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 3,371 shares; 2025Q1: 2,718 shares; 2025Q2: 2,654 shares; 2025Q3: 2,386 shares; 2025Q4: 2,786 shares; 2026Q1: 3,139 shares 3,139 $650K 0.03% +353 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,001 shares; 2024Q4: 55,001 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares 55,000 $648K 0.03% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,045 shares 27,045 $646K 0.03% new 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: 4,272 shares; 2024Q4: 4,297 shares; 2025Q1: 4,168 shares; 2025Q2: 4,162 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares; 2026Q1: 4,141 shares 4,141 $643K 0.03% +21 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 7,160 shares; 2025Q1: 7,121 shares; 2025Q2: 7,223 shares; 2025Q3: 7,121 shares; 2025Q4: 7,121 shares; 2026Q1: 7,276 shares 7,276 $634K 0.03% +155 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: 2,930 shares; 2024Q4: 3,350 shares; 2025Q1: 4,020 shares; 2025Q2: 4,310 shares; 2025Q3: 4,410 shares; 2025Q4: 4,285 shares; 2026Q1: 4,525 shares 4,525 $626K 0.03% +240 Timeline PICK 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: 18,985 shares; 2024Q4: 17,274 shares; 2025Q1: 17,294 shares; 2025Q2: 17,219 shares; 2025Q3: 16,019 shares; 2025Q4: 11,920 shares; 2026Q1: 10,891 shares 10,891 $616K 0.03% -1,029 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: 3,593 shares; 2024Q4: 3,593 shares; 2025Q1: 3,593 shares; 2025Q2: 3,393 shares; 2025Q3: 3,633 shares; 2025Q4: 7,266 shares; 2026Q1: 12,203 shares 12,203 $610K 0.02% +4,937 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 1,976 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,372 shares; 2025Q4: 2,297 shares; 2026Q1: 6,293 shares 6,293 $607K 0.02% +3,996 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,888 shares; 2025Q1: 8,889 shares; 2025Q2: 8,890 shares; 2025Q3: 8,890 shares; 2025Q4: 8,890 shares; 2026Q1: 8,891 shares 8,891 $607K 0.02% +1 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: 6,185 shares; 2024Q4: 6,185 shares; 2025Q1: 6,185 shares; 2025Q2: 6,185 shares; 2025Q3: 6,185 shares; 2025Q4: 6,185 shares; 2026Q1: 6,185 shares 6,185 $601K 0.02% 0 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,506 shares; 2024Q4: 24,558 shares; 2025Q1: 34,776 shares; 2025Q2: 35,211 shares; 2025Q3: 31,725 shares; 2025Q4: 31,500 shares; 2026Q1: 29,412 shares 29,412 $594K 0.02% -2,088 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: 1,176 shares; 2024Q4: 1,083 shares; 2025Q1: 1,087 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 5,474 shares; 2026Q1: 5,526 shares 5,526 $578K 0.02% +52 Timeline EFAV 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: 3,874 shares; 2025Q4: 5,750 shares; 2026Q1: 6,076 shares 6,076 $555K 0.02% +326 Timeline ROBO 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: 7,939 shares; 2024Q4: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 7,939 shares; 2025Q3: 7,939 shares; 2025Q4: 7,939 shares; 2026Q1: 7,939 shares 7,939 $543K 0.02% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 8,963 shares; 2025Q1: 8,054 shares; 2025Q2: 8,054 shares; 2025Q3: 8,054 shares; 2025Q4: 8,054 shares; 2026Q1: 8,054 shares 8,054 $540K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,134 shares; 2025Q1: 6,133 shares; 2025Q2: 6,133 shares; 2025Q3: 6,133 shares; 2025Q4: 6,033 shares; 2026Q1: 5,857 shares 5,857 $520K 0.02% -176 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: 1,210 shares; 2024Q4: 1,236 shares; 2025Q1: 1,227 shares; 2025Q2: 1,229 shares; 2025Q3: 1,357 shares; 2025Q4: 1,489 shares; 2026Q1: 1,460 shares 1,460 $514K 0.02% -29 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: 599 shares; 2024Q4: 654 shares; 2025Q1: 542 shares; 2025Q2: 676 shares; 2025Q3: 579 shares; 2025Q4: 5,389 shares; 2026Q1: 5,295 shares 5,295 $509K 0.02% -94 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,287 shares; 2024Q4: 15,287 shares; 2025Q1: 15,187 shares; 2025Q2: 15,187 shares; 2025Q3: 15,187 shares; 2025Q4: 15,187 shares; 2026Q1: 15,187 shares 15,187 $505K 0.02% 0 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: 15,006 shares; 2024Q4: 15,056 shares; 2025Q1: 14,905 shares; 2025Q2: 14,742 shares; 2025Q3: 14,780 shares; 2025Q4: 12,181 shares; 2026Q1: 12,425 shares 12,425 $499K 0.02% +244 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 2,172 shares; 2025Q3: 2,071 shares; 2025Q4: 2,045 shares; 2026Q1: 2,389 shares 2,389 $495K 0.02% +344 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 508 shares; 2025Q1: 385 shares; 2025Q2: 392 shares; 2025Q3: 408 shares; 2025Q4: 355 shares; 2026Q1: 333 shares 333 $491K 0.02% -22 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,072 shares; 2024Q4: 28,216 shares; 2025Q1: 26,568 shares; 2025Q2: 25,479 shares; 2025Q3: 26,362 shares; 2025Q4: 32,011 shares; 2026Q1: 37,248 shares 37,248 $489K 0.02% +5,237 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 816 shares; 2025Q1: 503 shares; 2025Q2: 436 shares; 2025Q3: 445 shares; 2025Q4: 397 shares; 2026Q1: 365 shares 365 $482K 0.02% -32 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: 5,543 shares; 2024Q4: 5,543 shares; 2025Q1: 5,272 shares; 2025Q2: 5,069 shares; 2025Q3: 5,069 shares; 2025Q4: 5,069 shares; 2026Q1: 5,413 shares 5,413 $461K 0.02% +344 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,419 shares; 2025Q4: 4,378 shares; 2026Q1: 4,963 shares 4,963 $460K 0.02% +585 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: 4,131 shares; 2024Q4: not reported; 2025Q1: 4,181 shares; 2025Q2: 4,181 shares; 2025Q3: 4,626 shares; 2025Q4: 4,859 shares; 2026Q1: 6,797 shares 6,797 $436K 0.02% +1,938 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: 2,090 shares; 2024Q4: 2,159 shares; 2025Q1: 1,867 shares; 2025Q2: 1,862 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares 1,783 $433K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,645 shares; 2025Q1: 4,116 shares; 2025Q2: 4,380 shares; 2025Q3: 4,652 shares; 2025Q4: 4,962 shares; 2026Q1: 4,398 shares 4,398 $433K 0.02% -564 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: 2,671 shares; 2024Q4: 2,529 shares; 2025Q1: 2,466 shares; 2025Q2: 2,409 shares; 2025Q3: 2,384 shares; 2025Q4: 2,431 shares; 2026Q1: 2,315 shares 2,315 $432K 0.02% -116 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: 1,967 shares; 2024Q4: 2,085 shares; 2025Q1: 1,976 shares; 2025Q2: 1,991 shares; 2025Q3: 2,016 shares; 2025Q4: 2,034 shares; 2026Q1: 1,742 shares 1,742 $424K 0.02% -292 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,722 shares; 2025Q2: 5,849 shares; 2025Q3: 5,321 shares; 2025Q4: 5,711 shares; 2026Q1: 5,656 shares 5,656 $418K 0.02% -55 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,344 shares 3,344 $416K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,658 shares; 2025Q4: 1,494 shares; 2026Q1: 1,217 shares 1,217 $411K 0.02% -277 Timeline QABA 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: 13,267 shares; 2024Q4: 13,517 shares; 2025Q1: 13,517 shares; 2025Q2: 13,517 shares; 2025Q3: 13,517 shares; 2025Q4: 6,994 shares; 2026Q1: 6,994 shares 6,994 $407K 0.02% 0 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: 2,346 shares; 2024Q4: 2,387 shares; 2025Q1: 2,346 shares; 2025Q2: 2,521 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: 2,776 shares 2,776 $405K 0.02% -15 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: 23,449 shares; 2024Q4: 28,240 shares; 2025Q1: 16,029 shares; 2025Q2: 15,048 shares; 2025Q3: 14,031 shares; 2025Q4: 13,406 shares; 2026Q1: 7,274 shares 7,274 $404K 0.02% -6,132 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: 523 shares; 2024Q4: 466 shares; 2025Q1: 492 shares; 2025Q2: 475 shares; 2025Q3: 522 shares; 2025Q4: 683 shares; 2026Q1: 667 shares 667 $403K 0.02% -16 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: 531 shares; 2024Q4: 595 shares; 2025Q1: 533 shares; 2025Q2: 535 shares; 2025Q3: 555 shares; 2025Q4: 816 shares; 2026Q1: 816 shares 816 $401K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,542 shares; 2025Q1: 7,792 shares; 2025Q2: 7,792 shares; 2025Q3: 7,792 shares; 2025Q4: 12,066 shares; 2026Q1: 13,298 shares 13,298 $386K 0.02% +1,232 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 230 shares; 2025Q2: 208 shares; 2025Q3: 204 shares; 2025Q4: 218 shares; 2026Q1: 204 shares 204 $385K 0.02% -14 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: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,057 shares; 2025Q2: 956 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $384K 0.02% 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: 2,141 shares; 2024Q4: 2,598 shares; 2025Q1: 2,038 shares; 2025Q2: not reported; 2025Q3: 2,349 shares; 2025Q4: 2,890 shares; 2026Q1: 2,902 shares 2,902 $383K 0.02% +12 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: 1,242 shares; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,451 shares; 2025Q3: 1,430 shares; 2025Q4: 2,860 shares; 2026Q1: 2,861 shares 2,861 $380K 0.02% +1 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: 3,836 shares; 2024Q4: 4,072 shares; 2025Q1: 3,836 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares; 2026Q1: 3,830 shares 3,830 $369K 0.02% -23 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: 1,918 shares; 2024Q4: 1,799 shares; 2025Q1: 1,787 shares; 2025Q2: 1,711 shares; 2025Q3: 1,672 shares; 2025Q4: 1,614 shares; 2026Q1: 1,798 shares 1,798 $365K 0.01% +184 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2,476 shares; 2025Q1: 5,697 shares; 2025Q2: 4,847 shares; 2025Q3: 4,757 shares; 2025Q4: 3,885 shares; 2026Q1: 3,930 shares 3,930 $360K 0.01% +45 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,889 shares; 2026Q1: 7,433 shares 7,433 $360K 0.01% +2,544 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 9,419 shares; 2025Q1: 9,739 shares; 2025Q2: 8,777 shares; 2025Q3: 8,747 shares; 2025Q4: 8,747 shares; 2026Q1: 8,747 shares 8,747 $350K 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: 2,786 shares; 2024Q4: 2,094 shares; 2025Q1: 2,229 shares; 2025Q2: 2,071 shares; 2025Q3: 2,367 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares 2,402 $349K 0.01% 0 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: 1,549 shares; 2024Q4: 1,571 shares; 2025Q1: 1,444 shares; 2025Q2: 1,481 shares; 2025Q3: 1,505 shares; 2025Q4: 1,570 shares; 2026Q1: 1,728 shares 1,728 $343K 0.01% +158 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,969 shares; 2026Q1: 5,516 shares 5,516 $335K 0.01% -453 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: 4,850 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $329K 0.01% 0 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,733 shares; 2025Q4: 5,391 shares; 2026Q1: 5,971 shares 5,971 $321K 0.01% +580 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $319K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 5,379 shares; 2025Q1: 5,379 shares; 2025Q2: 6,379 shares; 2025Q3: 6,379 shares; 2025Q4: 6,459 shares; 2026Q1: 6,459 shares 6,459 $319K 0.01% 0 Timeline BIV 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: 6,115 shares; 2024Q4: 6,365 shares; 2025Q1: 3,865 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares 4,115 $318K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,847 shares; 2025Q4: 1,865 shares; 2026Q1: 1,896 shares 1,896 $313K 0.01% +31 Timeline VNQI 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: 7,091 shares; 2024Q4: 6,991 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 6,991 shares; 2025Q4: 6,991 shares; 2026Q1: 6,850 shares 6,850 $304K 0.01% -141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,240 shares; 2026Q1: 3,208 shares 3,208 $298K 0.01% +968 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 22,045 shares; 2025Q1: 22,045 shares; 2025Q2: 22,046 shares; 2025Q3: 22,047 shares; 2025Q4: 22,046 shares; 2026Q1: 22,045 shares 22,045 $298K 0.01% -1 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 541 shares 541 $297K 0.01% -9 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares; 2026Q1: 542 shares 542 $292K 0.01% +7 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: 1,038 shares; 2024Q4: 1,394 shares; 2025Q1: 1,038 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,090 shares; 2026Q1: 958 shares 958 $290K 0.01% -132 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,061 shares; 2026Q1: 7,076 shares 7,076 $290K 0.01% +15 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: not reported; 2024Q4: 3,962 shares; 2025Q1: 7,548 shares; 2025Q2: 9,258 shares; 2025Q3: 9,167 shares; 2025Q4: 9,236 shares; 2026Q1: 7,511 shares 7,511 $289K 0.01% -1,725 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,534 shares; 2024Q4: 60,058 shares; 2025Q1: 67,923 shares; 2025Q2: 28,606 shares; 2025Q3: 36,124 shares; 2025Q4: 48,182 shares; 2026Q1: 6,373 shares 6,373 $288K 0.01% -41,809 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,567 shares 3,567 $287K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,509 shares; 2026Q1: 1,454 shares 1,454 $282K 0.01% -55 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,881 shares; 2025Q4: 5,523 shares; 2026Q1: 5,523 shares 5,523 $282K 0.01% 0 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,775 shares 10,775 $281K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,622 shares; 2025Q2: not reported; 2025Q3: 4,355 shares; 2025Q4: 4,212 shares; 2026Q1: 3,833 shares 3,833 $280K 0.01% -379 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: 3,757 shares; 2024Q4: 3,537 shares; 2025Q1: 3,658 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,620 shares; 2026Q1: 3,665 shares 3,665 $279K 0.01% +45 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: 9,135 shares; 2024Q4: 10,602 shares; 2025Q1: 9,416 shares; 2025Q2: 9,215 shares; 2025Q3: 9,523 shares; 2025Q4: 9,245 shares; 2026Q1: 9,570 shares 9,570 $275K 0.01% +325 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 966 shares; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: not reported; 2025Q4: 1,241 shares; 2026Q1: 1,207 shares 1,207 $273K 0.01% -34 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,030 shares 5,030 $273K 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,742 shares; 2026Q1: 3,437 shares 3,437 $272K 0.01% +695 Timeline IYE 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: 5,367 shares; 2024Q4: 5,367 shares; 2025Q1: 5,367 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: not reported; 2026Q1: 4,110 shares 4,110 $266K 0.01% new Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,350 shares; 2025Q2: 14,489 shares; 2025Q3: 14,189 shares; 2025Q4: 11,025 shares; 2026Q1: 10,450 shares 10,450 $266K 0.01% -575 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: not reported; 2024Q4: 3,475 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares; 2026Q1: 3,280 shares 3,280 $261K 0.01% +96 Timeline LAM RESEARCH CORP 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: 265 shares; 2024Q4: 3,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,764 shares; 2025Q4: 1,449 shares; 2026Q1: 1,223 shares 1,223 $261K 0.01% -226 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: 4,694 shares; 2024Q4: 4,694 shares; 2025Q1: 4,694 shares; 2025Q2: 4,694 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,694 shares 4,694 $259K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,839 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 2,481 shares; 2026Q1: 2,582 shares 2,582 $251K 0.01% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,938 shares; 2025Q4: 12,974 shares; 2026Q1: 13,007 shares 13,007 $251K 0.01% +33 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,460 shares; 2026Q1: 2,180 shares 2,180 $247K 0.01% -280 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,791 shares; 2024Q4: 25,269 shares; 2025Q1: 21,144 shares; 2025Q2: 22,332 shares; 2025Q3: 21,456 shares; 2025Q4: 20,672 shares; 2026Q1: 17,916 shares 17,916 $242K 0.01% -2,756 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares 2,090 $242K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 205 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $237K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,737 shares; 2025Q4: 2,995 shares; 2026Q1: 3,260 shares 3,260 $235K 0.01% +265 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 4,996 shares; 2025Q1: 5,053 shares; 2025Q2: 5,920 shares; 2025Q3: 5,336 shares; 2025Q4: 5,270 shares; 2026Q1: 1,854 shares 1,854 $235K 0.01% -3,416 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: 958 shares; 2024Q4: 1,092 shares; 2025Q1: 960 shares; 2025Q2: 962 shares; 2025Q3: 965 shares; 2025Q4: 967 shares; 2026Q1: 969 shares 969 $229K 0.01% +2 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,640 shares; 2024Q4: 354,640 shares; 2025Q1: 353,700 shares; 2025Q2: 353,700 shares; 2025Q3: 353,700 shares; 2025Q4: 35,370 shares; 2026Q1: 35,370 shares 35,370 $229K 0.01% 0 BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,654 shares; 2025Q1: not reported; 2025Q2: 5,181 shares; 2025Q3: 5,313 shares; 2025Q4: 5,191 shares; 2026Q1: 5,748 shares 5,748 $227K 0.01% +557 NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,476 shares; 2025Q4: 2,336 shares; 2026Q1: 2,048 shares 2,048 $222K 0.01% -288 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 1,106 shares 1,106 $220K 0.01% +8 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS 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: 1,914 shares 1,914 $216K 0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 458 shares; 2025Q1: 426 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 414 shares; 2026Q1: 429 shares 429 $214K 0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares 1,081 $214K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares 865 $214K 0.01% new Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,597 shares 7,597 $212K 0.01% new Timeline PSFE PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,513 shares; 2024Q4: 28,513 shares; 2025Q1: 28,513 shares; 2025Q2: 28,513 shares; 2025Q3: 28,513 shares; 2025Q4: 30,473 shares; 2026Q1: 30,806 shares 30,806 $210K 0.01% +333 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 469 shares 469 $209K 0.01% +21 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,795 shares 4,795 $209K 0.01% new 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: 685 shares; 2024Q4: 741 shares; 2025Q1: 860 shares; 2025Q2: 862 shares; 2025Q3: 576 shares; 2025Q4: not reported; 2026Q1: 579 shares 579 $207K 0.01% new 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: 3,169 shares; 2024Q4: 3,097 shares; 2025Q1: not reported; 2025Q2: 3,126 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,603 shares 3,603 $203K 0.01% new Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,185 shares 8,185 $202K 0.01% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,531 shares 2,531 $202K 0.01% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,437 shares 6,437 $201K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,295 shares 1,295 $201K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,802 shares; 2024Q4: 40,696 shares; 2025Q1: 19,546 shares; 2025Q2: 19,546 shares; 2025Q3: 19,546 shares; 2025Q4: 19,546 shares; 2026Q1: 19,546 shares 19,546 $196K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,488 shares 10,488 $182K 0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,420 shares; 2024Q4: 10,659 shares; 2025Q1: not reported; 2025Q2: 16,249 shares; 2025Q3: not reported; 2025Q4: 14,240 shares; 2026Q1: 18,351 shares 18,351 $174K 0.01% +4,111 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,546 shares; 2025Q4: 11,166 shares; 2026Q1: 10,623 shares 10,623 $134K 0.01% -543 Timeline SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,201 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,068 shares 12,068 $130K 0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,734 shares; 2025Q2: 10,861 shares; 2025Q3: 14,907 shares; 2025Q4: 16,558 shares; 2026Q1: 14,323 shares 14,323 $125K 0.01% -2,235 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: 30,727 shares; 2024Q4: 19,087 shares; 2025Q1: 21,312 shares; 2025Q2: 17,990 shares; 2025Q3: 17,963 shares; 2025Q4: 17,750 shares; 2026Q1: 18,750 shares 18,750 $113K <0.01% +1,000 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,790 shares; 2024Q4: 10,062 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,142 shares 10,142 $112K <0.01% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS 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: 10,085 shares 10,085 $106K <0.01% new Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: 31,951 shares; 2025Q1: 46,100 shares; 2025Q2: 47,000 shares; 2025Q3: 47,400 shares; 2025Q4: 42,400 shares; 2026Q1: 47,000 shares 47,000 $105K <0.01% +4,600 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,663 shares 10,663 $82K <0.01% new Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL 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: 12,591 shares; 2025Q3: 10,887 shares; 2025Q4: 15,999 shares; 2026Q1: 16,001 shares 16,001 $77K <0.01% +2 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $65K <0.01% 0 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,312 shares; 2025Q4: 16,361 shares; 2026Q1: 16,362 shares 16,362 $45K <0.01% +1 Timeline INO INOVIO PHARMACEUTICALS INC More: the full row for INOVIO PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,399 shares; 2025Q4: 23,999 shares; 2026Q1: 24,899 shares 24,899 $43K <0.01% +900 Timeline AGENUS INC AGENUS INC More: the full row for AGENUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $40K <0.01% new ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,968 shares; 2025Q4: 19,313 shares; 2026Q1: 40,728 shares 40,728 $24K <0.01% +21,415 Timeline GPRO GOPRO INC More: the full row for GOPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,102 shares; 2024Q4: 16,002 shares; 2025Q1: 14,902 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 13,800 shares; 2026Q1: 24,100 shares 24,100 $19K <0.01% +10,300 Timeline KALA KALA BIO INC More: the full row for KALA BIO 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: 18,393 shares 18,393 $3K <0.01% new Timeline