MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 557,761 shares; 2025Q1: 557,619 shares; 2025Q2: 557,469 shares; 2025Q3: 572,367 shares; 2025Q4: 566,369 shares; 2026Q1: 533,911 shares 533,911 $175M 13.77% -32,458 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: restricted; 2024Q4: 361,107 shares; 2025Q1: 354,118 shares; 2025Q2: 352,168 shares; 2025Q3: 351,828 shares; 2025Q4: 359,837 shares; 2026Q1: 322,456 shares 322,456 $81.8M 6.45% -37,381 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: restricted; 2024Q4: 172,961 shares; 2025Q1: 168,892 shares; 2025Q2: 172,030 shares; 2025Q3: 175,086 shares; 2025Q4: 180,370 shares; 2026Q1: 171,347 shares 171,347 $49.3M 3.88% -9,023 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: restricted; 2024Q4: 301,946 shares; 2025Q1: 304,091 shares; 2025Q2: 303,839 shares; 2025Q3: 302,368 shares; 2025Q4: 309,697 shares; 2026Q1: 230,906 shares 230,906 $48.1M 3.79% -78,791 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: restricted; 2024Q4: 145,914 shares; 2025Q1: 146,141 shares; 2025Q2: 146,038 shares; 2025Q3: 147,158 shares; 2025Q4: 152,063 shares; 2026Q1: 94,967 shares 94,967 $35.2M 2.77% -57,096 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: restricted; 2024Q4: 231,559 shares; 2025Q1: 232,360 shares; 2025Q2: 232,739 shares; 2025Q3: 236,694 shares; 2025Q4: 236,999 shares; 2026Q1: 64,207 shares 64,207 $30.8M 2.43% -172,792 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: restricted; 2024Q4: 95,402 shares; 2025Q1: 89,056 shares; 2025Q2: 76,141 shares; 2025Q3: 75,795 shares; 2025Q4: 78,958 shares; 2026Q1: 64,489 shares 64,489 $18.5M 1.46% -14,469 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: restricted; 2024Q4: 69,288 shares; 2025Q1: 69,341 shares; 2025Q2: 68,963 shares; 2025Q3: 68,637 shares; 2025Q4: 69,244 shares; 2026Q1: 55,828 shares 55,828 $16.4M 1.29% -13,416 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: restricted; 2024Q4: 19,929 shares; 2025Q1: 18,846 shares; 2025Q2: 18,475 shares; 2025Q3: 17,893 shares; 2025Q4: 24,503 shares; 2026Q1: 24,701 shares 24,701 $16.1M 1.27% +198 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: restricted; 2024Q4: 169,050 shares; 2025Q1: 181,378 shares; 2025Q2: 183,454 shares; 2025Q3: 179,260 shares; 2025Q4: 183,346 shares; 2026Q1: 170,467 shares 170,467 $15.8M 1.25% -12,879 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: restricted; 2024Q4: 45,540 shares; 2025Q1: 47,392 shares; 2025Q2: 45,104 shares; 2025Q3: 44,878 shares; 2025Q4: 45,786 shares; 2026Q1: 45,924 shares 45,924 $14.7M 1.16% +138 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,462 shares; 2025Q1: 26,460 shares; 2025Q2: 28,647 shares; 2025Q3: 28,477 shares; 2025Q4: 31,309 shares; 2026Q1: 33,666 shares 33,666 $14.7M 1.16% +2,357 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: restricted; 2024Q4: 72,070 shares; 2025Q1: 65,332 shares; 2025Q2: 69,228 shares; 2025Q3: 64,955 shares; 2025Q4: 65,120 shares; 2026Q1: 71,892 shares 71,892 $13.8M 1.09% +6,772 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: restricted; 2024Q4: 25,981 shares; 2025Q1: 27,513 shares; 2025Q2: 27,090 shares; 2025Q3: 27,011 shares; 2025Q4: 27,730 shares; 2026Q1: 27,288 shares 27,288 $13.6M 1.07% -442 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: restricted; 2024Q4: 72,315 shares; 2025Q1: 74,187 shares; 2025Q2: 74,270 shares; 2025Q3: 80,750 shares; 2025Q4: 85,546 shares; 2026Q1: 77,002 shares 77,002 $13.4M 1.06% -8,544 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,624 shares; 2025Q1: 44,040 shares; 2025Q2: 54,105 shares; 2025Q3: 56,770 shares; 2025Q4: 60,032 shares; 2026Q1: 68,035 shares 68,035 $13.3M 1.05% +8,003 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: restricted; 2024Q4: 19,550 shares; 2025Q1: 19,612 shares; 2025Q2: 20,596 shares; 2025Q3: 19,826 shares; 2025Q4: 21,338 shares; 2026Q1: 21,518 shares 21,518 $12.9M 1.01% +180 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: restricted; 2024Q4: 17,589 shares; 2025Q1: 17,344 shares; 2025Q2: 18,735 shares; 2025Q3: 20,883 shares; 2025Q4: 27,623 shares; 2026Q1: 28,477 shares 28,477 $12.3M 0.97% +854 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: restricted; 2024Q4: 40,325 shares; 2025Q1: 39,758 shares; 2025Q2: 39,234 shares; 2025Q3: 39,185 shares; 2025Q4: 41,178 shares; 2026Q1: 40,057 shares 40,057 $12.1M 0.95% -1,121 Timeline IWN 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: restricted; 2024Q4: 62,993 shares; 2025Q1: 61,822 shares; 2025Q2: 61,632 shares; 2025Q3: 61,340 shares; 2025Q4: 60,464 shares; 2026Q1: 60,099 shares 60,099 $11.4M 0.9% -365 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: restricted; 2024Q4: 46,835 shares; 2025Q1: 41,437 shares; 2025Q2: 40,498 shares; 2025Q3: 41,604 shares; 2025Q4: 42,212 shares; 2026Q1: 40,803 shares 40,803 $9.97M 0.79% -1,409 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,984 shares; 2025Q1: 32,384 shares; 2025Q2: 31,949 shares; 2025Q3: 36,045 shares; 2025Q4: 42,699 shares; 2026Q1: 49,603 shares 49,603 $9.14M 0.72% +6,904 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: restricted; 2024Q4: 10,696 shares; 2025Q1: 10,122 shares; 2025Q2: 10,113 shares; 2025Q3: 9,893 shares; 2025Q4: 10,048 shares; 2026Q1: 9,879 shares 9,879 $9.09M 0.72% -169 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: restricted; 2024Q4: 73,769 shares; 2025Q1: 95,939 shares; 2025Q2: 106,432 shares; 2025Q3: 100,805 shares; 2025Q4: 97,204 shares; 2026Q1: 97,151 shares 97,151 $8.9M 0.7% -53 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,921 shares; 2025Q1: 61,289 shares; 2025Q2: 65,966 shares; 2025Q3: 66,557 shares; 2025Q4: 95,697 shares; 2026Q1: 93,090 shares 93,090 $8.43M 0.66% -2,607 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: restricted; 2024Q4: 13,025 shares; 2025Q1: 13,375 shares; 2025Q2: 14,374 shares; 2025Q3: 13,739 shares; 2025Q4: 14,439 shares; 2026Q1: 12,839 shares 12,839 $8.35M 0.66% -1,600 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: restricted; 2024Q4: 25,523 shares; 2025Q1: 24,634 shares; 2025Q2: 27,607 shares; 2025Q3: 27,487 shares; 2025Q4: 28,775 shares; 2026Q1: 26,395 shares 26,395 $8.17M 0.64% -2,380 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: restricted; 2024Q4: 25,009 shares; 2025Q1: 24,403 shares; 2025Q2: 24,333 shares; 2025Q3: 23,953 shares; 2025Q4: 23,513 shares; 2026Q1: 22,930 shares 22,930 $8.07M 0.64% -583 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: restricted; 2024Q4: 14,036 shares; 2025Q1: 14,231 shares; 2025Q2: 14,412 shares; 2025Q3: 14,575 shares; 2025Q4: 14,785 shares; 2026Q1: 13,820 shares 13,820 $7.91M 0.62% -965 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,184 shares; 2025Q1: 20,375 shares; 2025Q2: 20,053 shares; 2025Q3: 22,576 shares; 2025Q4: 24,955 shares; 2026Q1: 29,886 shares 29,886 $7.69M 0.61% +4,931 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: restricted; 2024Q4: 73,925 shares; 2025Q1: 73,425 shares; 2025Q2: 73,426 shares; 2025Q3: 74,305 shares; 2025Q4: 78,032 shares; 2026Q1: 77,932 shares 77,932 $7.57M 0.6% -100 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: restricted; 2024Q4: 78,987 shares; 2025Q1: 77,212 shares; 2025Q2: 76,381 shares; 2025Q3: 79,867 shares; 2025Q4: 79,959 shares; 2026Q1: 83,484 shares 83,484 $7.41M 0.58% +3,525 Timeline IWY 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: restricted; 2024Q4: 25,474 shares; 2025Q1: 27,002 shares; 2025Q2: 31,854 shares; 2025Q3: 30,861 shares; 2025Q4: 29,241 shares; 2026Q1: 29,391 shares 29,391 $7.31M 0.58% +150 Timeline GDXJ 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: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,392 shares; 2025Q2: 7,812 shares; 2025Q3: 30,607 shares; 2025Q4: 51,862 shares; 2026Q1: 59,432 shares 59,432 $7.13M 0.56% +7,570 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,251 shares; 2025Q1: 7,289 shares; 2025Q2: 7,243 shares; 2025Q3: 7,232 shares; 2025Q4: 7,401 shares; 2026Q1: 7,277 shares 7,277 $7M 0.55% -124 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: restricted; 2024Q4: 72,016 shares; 2025Q1: 106,594 shares; 2025Q2: 112,884 shares; 2025Q3: 126,754 shares; 2025Q4: 139,755 shares; 2026Q1: 137,019 shares 137,019 $6.9M 0.54% -2,736 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: restricted; 2024Q4: 51,846 shares; 2025Q1: 51,990 shares; 2025Q2: 52,554 shares; 2025Q3: 51,436 shares; 2025Q4: 58,130 shares; 2026Q1: 55,530 shares 55,530 $6.9M 0.54% -2,600 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,599 shares; 2025Q1: 46,470 shares; 2025Q2: 66,833 shares; 2025Q3: 69,477 shares; 2025Q4: 79,094 shares; 2026Q1: 95,130 shares 95,130 $6.68M 0.53% +16,036 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: restricted; 2024Q4: 43,702 shares; 2025Q1: 42,226 shares; 2025Q2: 40,676 shares; 2025Q3: 39,767 shares; 2025Q4: 39,647 shares; 2026Q1: 39,345 shares 39,345 $6.68M 0.53% -302 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: restricted; 2024Q4: 5,676 shares; 2025Q1: 5,532 shares; 2025Q2: 5,785 shares; 2025Q3: 6,882 shares; 2025Q4: 6,963 shares; 2026Q1: 6,689 shares 6,689 $6.66M 0.53% -274 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: restricted; 2024Q4: not reported; 2025Q1: 13,354 shares; 2025Q2: 25,987 shares; 2025Q3: 48,156 shares; 2025Q4: 86,504 shares; 2026Q1: 119,749 shares 119,749 $6.17M 0.49% +33,245 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: restricted; 2024Q4: 13,234 shares; 2025Q1: 13,232 shares; 2025Q2: 13,240 shares; 2025Q3: 13,249 shares; 2025Q4: 14,352 shares; 2026Q1: 14,461 shares 14,461 $6.17M 0.49% +109 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: restricted; 2024Q4: 102,155 shares; 2025Q1: 101,604 shares; 2025Q2: 103,522 shares; 2025Q3: 102,021 shares; 2025Q4: 110,312 shares; 2026Q1: 120,986 shares 120,986 $5.9M 0.46% +10,674 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 52,144 shares; 2025Q2: 109,539 shares; 2025Q3: 140,807 shares; 2025Q4: 157,972 shares; 2026Q1: 171,652 shares 171,652 $5.78M 0.46% +13,680 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,274 shares; 2025Q1: 19,804 shares; 2025Q2: 19,341 shares; 2025Q3: 19,184 shares; 2025Q4: 18,495 shares; 2026Q1: 18,130 shares 18,130 $5.69M 0.45% -365 Timeline RISR 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: restricted; 2024Q4: 500 shares; 2025Q1: 665 shares; 2025Q2: 4,265 shares; 2025Q3: 64,373 shares; 2025Q4: 98,325 shares; 2026Q1: 151,069 shares 151,069 $5.47M 0.43% +52,744 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: restricted; 2024Q4: 62,766 shares; 2025Q1: 62,282 shares; 2025Q2: 65,976 shares; 2025Q3: 64,822 shares; 2025Q4: 75,814 shares; 2026Q1: 78,873 shares 78,873 $5.33M 0.42% +3,059 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: restricted; 2024Q4: 557 shares; 2025Q1: 1,751 shares; 2025Q2: 1,594 shares; 2025Q3: 2,202 shares; 2025Q4: 6,030 shares; 2026Q1: 6,003 shares 6,003 $5.24M 0.41% -27 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: restricted; 2024Q4: 14,293 shares; 2025Q1: 13,454 shares; 2025Q2: 14,941 shares; 2025Q3: 14,360 shares; 2025Q4: 13,445 shares; 2026Q1: 13,400 shares 13,400 $4.98M 0.39% -45 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: restricted; 2024Q4: 3,710 shares; 2025Q1: 4,164 shares; 2025Q2: 3,784 shares; 2025Q3: 4,127 shares; 2025Q4: 4,564 shares; 2026Q1: 5,887 shares 5,887 $4.98M 0.39% +1,323 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 22,069 shares; 2025Q2: 44,032 shares; 2025Q3: 71,673 shares; 2025Q4: 79,135 shares; 2026Q1: 94,862 shares 94,862 $4.89M 0.39% +15,727 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,250 shares; 2025Q1: 35,614 shares; 2025Q2: 35,590 shares; 2025Q3: 36,918 shares; 2025Q4: 41,369 shares; 2026Q1: 42,318 shares 42,318 $4.79M 0.38% +949 Timeline IWX 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: restricted; 2024Q4: 50,179 shares; 2025Q1: 50,180 shares; 2025Q2: 50,180 shares; 2025Q3: 50,446 shares; 2025Q4: 50,283 shares; 2026Q1: 50,336 shares 50,336 $4.66M 0.37% +53 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,544 shares; 2025Q1: 13,432 shares; 2025Q2: 13,071 shares; 2025Q3: 13,142 shares; 2025Q4: 13,141 shares; 2026Q1: 13,044 shares 13,044 $4.65M 0.37% -97 Timeline IWP 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: restricted; 2024Q4: 18,457 shares; 2025Q1: 18,457 shares; 2025Q2: 34,362 shares; 2025Q3: 34,417 shares; 2025Q4: 35,252 shares; 2026Q1: 35,598 shares 35,598 $4.56M 0.36% +346 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: restricted; 2024Q4: 6,822 shares; 2025Q1: 6,857 shares; 2025Q2: 5,612 shares; 2025Q3: 6,702 shares; 2025Q4: 7,968 shares; 2026Q1: 7,775 shares 7,775 $4.49M 0.35% -193 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,039 shares; 2025Q1: 20,054 shares; 2025Q2: 20,113 shares; 2025Q3: 20,308 shares; 2025Q4: 20,592 shares; 2026Q1: 21,116 shares 21,116 $4.46M 0.35% +524 Timeline VBK 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: restricted; 2024Q4: 5,370 shares; 2025Q1: 3,864 shares; 2025Q2: 4,354 shares; 2025Q3: 5,404 shares; 2025Q4: 12,798 shares; 2026Q1: 14,656 shares 14,656 $4.43M 0.35% +1,858 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,485 shares; 2025Q1: 19,548 shares; 2025Q2: 19,586 shares; 2025Q3: 19,524 shares; 2025Q4: 19,654 shares; 2026Q1: 20,525 shares 20,525 $4.39M 0.35% +871 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: restricted; 2024Q4: 21,792 shares; 2025Q1: 21,392 shares; 2025Q2: 21,889 shares; 2025Q3: 21,868 shares; 2025Q4: 22,092 shares; 2026Q1: 20,050 shares 20,050 $4.36M 0.34% -2,042 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: restricted; 2024Q4: 40,549 shares; 2025Q1: 26,635 shares; 2025Q2: 21,042 shares; 2025Q3: 26,054 shares; 2025Q4: 30,188 shares; 2026Q1: 34,915 shares 34,915 $4.34M 0.34% +4,727 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: restricted; 2024Q4: 34,565 shares; 2025Q1: 32,447 shares; 2025Q2: 27,344 shares; 2025Q3: 20,358 shares; 2025Q4: 20,544 shares; 2026Q1: 15,763 shares 15,763 $4.27M 0.34% -4,781 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: restricted; 2024Q4: 12,729 shares; 2025Q1: 12,837 shares; 2025Q2: 12,558 shares; 2025Q3: 13,766 shares; 2025Q4: 14,044 shares; 2026Q1: 12,094 shares 12,094 $3.98M 0.31% -1,950 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,540 shares; 2025Q1: 10,960 shares; 2025Q2: 11,261 shares; 2025Q3: 11,053 shares; 2025Q4: 10,721 shares; 2026Q1: 10,182 shares 10,182 $3.98M 0.31% -539 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,430 shares; 2025Q1: 53,665 shares; 2025Q2: 52,553 shares; 2025Q3: 50,079 shares; 2025Q4: 45,061 shares; 2026Q1: 44,080 shares 44,080 $3.95M 0.31% -981 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,097 shares; 2025Q1: 17,772 shares; 2025Q2: 18,029 shares; 2025Q3: 18,052 shares; 2025Q4: 17,924 shares; 2026Q1: 19,223 shares 19,223 $3.9M 0.31% +1,299 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: restricted; 2024Q4: 22,330 shares; 2025Q1: 21,960 shares; 2025Q2: 21,425 shares; 2025Q3: 21,455 shares; 2025Q4: 26,042 shares; 2026Q1: 26,764 shares 26,764 $3.87M 0.3% +722 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: restricted; 2024Q4: 18,167 shares; 2025Q1: 17,649 shares; 2025Q2: 19,402 shares; 2025Q3: 18,546 shares; 2025Q4: 18,196 shares; 2026Q1: 17,648 shares 17,648 $3.65M 0.29% -548 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,428 shares; 2025Q1: 1,708 shares; 2025Q2: 1,797 shares; 2025Q3: 1,799 shares; 2025Q4: 1,816 shares; 2026Q1: 1,859 shares 1,859 $3.56M 0.28% +43 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,644 shares; 2025Q1: 23,644 shares; 2025Q2: 23,644 shares; 2025Q3: 23,644 shares; 2025Q4: 23,756 shares; 2026Q1: 23,355 shares 23,355 $3.4M 0.27% -401 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: restricted; 2024Q4: 14,318 shares; 2025Q1: 14,264 shares; 2025Q2: 14,526 shares; 2025Q3: 14,539 shares; 2025Q4: 15,253 shares; 2026Q1: 15,018 shares 15,018 $3.39M 0.27% -235 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,815 shares; 2025Q1: 17,154 shares; 2025Q2: 16,122 shares; 2025Q3: 15,932 shares; 2025Q4: 16,104 shares; 2026Q1: 15,645 shares 15,645 $3.36M 0.27% -459 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: restricted; 2024Q4: 17,143 shares; 2025Q1: 17,393 shares; 2025Q2: 17,460 shares; 2025Q3: 21,042 shares; 2025Q4: 21,029 shares; 2026Q1: 22,424 shares 22,424 $3.32M 0.26% +1,395 Timeline HELO 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: restricted; 2024Q4: 60,336 shares; 2025Q1: 62,911 shares; 2025Q2: 64,725 shares; 2025Q3: 49,469 shares; 2025Q4: 43,035 shares; 2026Q1: 49,932 shares 49,932 $3.19M 0.25% +6,897 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,687 shares; 2025Q1: 38,988 shares; 2025Q2: 38,650 shares; 2025Q3: 45,086 shares; 2025Q4: 51,779 shares; 2026Q1: 38,603 shares 38,603 $3.19M 0.25% -13,176 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: restricted; 2024Q4: 13,848 shares; 2025Q1: 32,136 shares; 2025Q2: 32,251 shares; 2025Q3: 30,191 shares; 2025Q4: 30,428 shares; 2026Q1: 28,980 shares 28,980 $3.15M 0.25% -1,448 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,241 shares; 2025Q1: 32,364 shares; 2025Q2: 46,524 shares; 2025Q3: 66,029 shares; 2025Q4: 76,117 shares; 2026Q1: 83,928 shares 83,928 $2.99M 0.24% +7,811 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,644 shares; 2025Q1: 18,668 shares; 2025Q2: 18,561 shares; 2025Q3: 18,500 shares; 2025Q4: 18,799 shares; 2026Q1: 18,626 shares 18,626 $2.97M 0.23% -173 Timeline IBDS 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: restricted; 2024Q4: 40,550 shares; 2025Q1: 43,808 shares; 2025Q2: 76,784 shares; 2025Q3: 89,093 shares; 2025Q4: 103,426 shares; 2026Q1: 121,828 shares 121,828 $2.95M 0.23% +18,402 Timeline IBDT 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: restricted; 2024Q4: 21,609 shares; 2025Q1: 41,820 shares; 2025Q2: 79,165 shares; 2025Q3: 90,543 shares; 2025Q4: 103,440 shares; 2026Q1: 114,633 shares 114,633 $2.9M 0.23% +11,193 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,560 shares; 2025Q1: 63,227 shares; 2025Q2: 64,698 shares; 2025Q3: 65,444 shares; 2025Q4: 65,603 shares; 2026Q1: 65,270 shares 65,270 $2.89M 0.23% -333 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: restricted; 2024Q4: 2,184 shares; 2025Q1: 2,600 shares; 2025Q2: 2,650 shares; 2025Q3: 2,430 shares; 2025Q4: 10,250 shares; 2026Q1: 10,141 shares 10,141 $2.88M 0.23% -109 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: restricted; 2024Q4: 13,654 shares; 2025Q1: 14,089 shares; 2025Q2: 14,387 shares; 2025Q3: 14,193 shares; 2025Q4: 16,360 shares; 2026Q1: 14,827 shares 14,827 $2.86M 0.23% -1,533 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 96,070 shares 96,070 $2.86M 0.23% +94,570 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,218 shares; 2025Q1: 90,734 shares; 2025Q2: 89,166 shares; 2025Q3: 81,000 shares; 2025Q4: 75,481 shares; 2026Q1: 58,678 shares 58,678 $2.76M 0.22% -16,803 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,399 shares; 2025Q1: 25,761 shares; 2025Q2: 25,859 shares; 2025Q3: 26,105 shares; 2025Q4: 26,401 shares; 2026Q1: 25,755 shares 25,755 $2.64M 0.21% -646 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: restricted; 2024Q4: 88,623 shares; 2025Q1: 89,429 shares; 2025Q2: 89,007 shares; 2025Q3: 64,495 shares; 2025Q4: 47,720 shares; 2026Q1: 46,531 shares 46,531 $2.64M 0.21% -1,189 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,037 shares; 2025Q1: 9,578 shares; 2025Q2: 9,336 shares; 2025Q3: 9,108 shares; 2025Q4: 9,240 shares; 2026Q1: 9,363 shares 9,363 $2.61M 0.21% +123 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: restricted; 2024Q4: 31,793 shares; 2025Q1: 31,721 shares; 2025Q2: 30,099 shares; 2025Q3: 29,940 shares; 2025Q4: 32,281 shares; 2026Q1: 33,291 shares 33,291 $2.58M 0.2% +1,010 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,122 shares; 2025Q1: 36,611 shares; 2025Q2: 37,369 shares; 2025Q3: 37,439 shares; 2025Q4: 38,037 shares; 2026Q1: 38,809 shares 38,809 $2.57M 0.2% +772 Timeline IBDR 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: restricted; 2024Q4: 61,165 shares; 2025Q1: 66,994 shares; 2025Q2: 77,630 shares; 2025Q3: 82,282 shares; 2025Q4: 98,236 shares; 2026Q1: 101,802 shares 101,802 $2.47M 0.19% +3,566 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: restricted; 2024Q4: 16,638 shares; 2025Q1: 17,963 shares; 2025Q2: 21,327 shares; 2025Q3: 20,605 shares; 2025Q4: 14,654 shares; 2026Q1: 14,206 shares 14,206 $2.45M 0.19% -448 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,800 shares; 2025Q1: 19,800 shares; 2025Q2: 26,080 shares; 2025Q3: 49,925 shares; 2025Q4: 51,194 shares; 2026Q1: 57,185 shares 57,185 $2.43M 0.19% +5,991 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,889 shares; 2025Q1: 50,210 shares; 2025Q2: 61,782 shares; 2025Q3: 74,939 shares; 2025Q4: 72,922 shares; 2026Q1: 77,931 shares 77,931 $2.42M 0.19% +5,009 Timeline ICF 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: restricted; 2024Q4: 36,473 shares; 2025Q1: 36,474 shares; 2025Q2: 36,509 shares; 2025Q3: 36,547 shares; 2025Q4: 37,769 shares; 2026Q1: 38,751 shares 38,751 $2.4M 0.19% +982 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,361 shares; 2025Q1: 14,109 shares; 2025Q2: 14,327 shares; 2025Q3: 14,283 shares; 2025Q4: 15,660 shares; 2026Q1: 14,214 shares 14,214 $2.35M 0.19% -1,446 Timeline QUS 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: restricted; 2024Q4: 11,242 shares; 2025Q1: 11,502 shares; 2025Q2: 11,975 shares; 2025Q3: 12,376 shares; 2025Q4: 13,369 shares; 2026Q1: 13,484 shares 13,484 $2.31M 0.18% +115 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: restricted; 2024Q4: 19,270 shares; 2025Q1: 19,459 shares; 2025Q2: 19,152 shares; 2025Q3: 19,313 shares; 2025Q4: 48,509 shares; 2026Q1: 23,664 shares 23,664 $2.28M 0.18% -24,845 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,397 shares; 2025Q1: 4,584 shares; 2025Q2: 5,083 shares; 2025Q3: 6,600 shares; 2025Q4: 8,827 shares; 2026Q1: 8,903 shares 8,903 $2.23M 0.18% +76 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,405 shares; 2025Q1: 2,600 shares; 2025Q2: 2,858 shares; 2025Q3: 4,367 shares; 2025Q4: 7,499 shares; 2026Q1: 10,214 shares 10,214 $2.22M 0.17% +2,715 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: restricted; 2024Q4: 9,600 shares; 2025Q1: 9,420 shares; 2025Q2: 9,395 shares; 2025Q3: 9,392 shares; 2025Q4: 10,323 shares; 2026Q1: 9,338 shares 9,338 $2.21M 0.17% -985 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: restricted; 2024Q4: 5,445 shares; 2025Q1: 1,160 shares; 2025Q2: 600 shares; 2025Q3: 2,510 shares; 2025Q4: 16,165 shares; 2026Q1: 16,948 shares 16,948 $2.16M 0.17% +783 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: 18,350 shares; 2025Q4: 20,528 shares; 2026Q1: 25,366 shares 25,366 $2.15M 0.17% +4,838 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,708 shares; 2025Q1: 14,625 shares; 2025Q2: 15,151 shares; 2025Q3: 15,127 shares; 2025Q4: 14,711 shares; 2026Q1: 15,732 shares 15,732 $2.14M 0.17% +1,021 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: restricted; 2024Q4: 7,882 shares; 2025Q1: 7,877 shares; 2025Q2: 7,777 shares; 2025Q3: 7,846 shares; 2025Q4: 9,049 shares; 2026Q1: 8,668 shares 8,668 $2.1M 0.17% -381 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: restricted; 2024Q4: 5,711 shares; 2025Q1: 6,029 shares; 2025Q2: 6,300 shares; 2025Q3: 8,977 shares; 2025Q4: 9,774 shares; 2026Q1: 8,499 shares 8,499 $2.06M 0.16% -1,275 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: restricted; 2024Q4: 16,391 shares; 2025Q1: 21,836 shares; 2025Q2: 20,103 shares; 2025Q3: 20,463 shares; 2025Q4: 24,920 shares; 2026Q1: 27,307 shares 27,307 $2.05M 0.16% +2,387 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: restricted; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 1,072 shares; 2026Q1: 1,385 shares 1,385 $2.04M 0.16% +313 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: restricted; 2024Q4: 39,014 shares; 2025Q1: 34,647 shares; 2025Q2: 33,766 shares; 2025Q3: 34,456 shares; 2025Q4: 33,513 shares; 2026Q1: 17,591 shares 17,591 $2.02M 0.16% -15,922 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: 1,841 shares; 2025Q4: 2,239 shares; 2026Q1: 2,749 shares 2,749 $2M 0.16% +510 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,495 shares; 2025Q1: 12,618 shares; 2025Q2: 11,403 shares; 2025Q3: 11,328 shares; 2025Q4: 11,495 shares; 2026Q1: 13,037 shares 13,037 $1.97M 0.16% +1,542 Timeline IBDU 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: restricted; 2024Q4: 800 shares; 2025Q1: 1,640 shares; 2025Q2: 18,525 shares; 2025Q3: 24,636 shares; 2025Q4: 65,092 shares; 2026Q1: 84,646 shares 84,646 $1.97M 0.16% +19,554 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,161 shares; 2025Q1: 20,882 shares; 2025Q2: 41,762 shares; 2025Q3: 41,762 shares; 2025Q4: 41,734 shares; 2026Q1: 41,346 shares 41,346 $1.92M 0.15% -388 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: restricted; 2024Q4: 3,612 shares; 2025Q1: 3,198 shares; 2025Q2: 2,675 shares; 2025Q3: 2,648 shares; 2025Q4: 2,499 shares; 2026Q1: 2,482 shares 2,482 $1.92M 0.15% -17 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: restricted; 2024Q4: 7,766 shares; 2025Q1: 7,785 shares; 2025Q2: 7,551 shares; 2025Q3: 8,113 shares; 2025Q4: 7,433 shares; 2026Q1: 7,505 shares 7,505 $1.86M 0.15% +72 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,022 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares; 2025Q3: 7,303 shares; 2025Q4: 16,802 shares; 2026Q1: 18,392 shares 18,392 $1.85M 0.15% +1,590 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: restricted; 2024Q4: 57,015 shares; 2025Q1: 51,172 shares; 2025Q2: 42,893 shares; 2025Q3: 42,863 shares; 2025Q4: 50,061 shares; 2026Q1: 40,735 shares 40,735 $1.84M 0.15% -9,326 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: restricted; 2024Q4: 18,303 shares; 2025Q1: 17,699 shares; 2025Q2: 20,341 shares; 2025Q3: 15,852 shares; 2025Q4: 16,725 shares; 2026Q1: 12,504 shares 12,504 $1.84M 0.15% -4,221 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,561 shares; 2025Q1: 16,911 shares; 2025Q2: 17,355 shares; 2025Q3: 19,587 shares; 2025Q4: 13,979 shares; 2026Q1: 10,143 shares 10,143 $1.83M 0.14% -3,836 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,693 shares; 2025Q1: 7,819 shares; 2025Q2: 8,155 shares; 2025Q3: 8,001 shares; 2025Q4: 7,459 shares; 2026Q1: 5,474 shares 5,474 $1.8M 0.14% -1,985 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,894 shares; 2025Q1: 36,792 shares; 2025Q2: 37,442 shares; 2025Q3: 34,642 shares; 2025Q4: 35,207 shares; 2026Q1: 26,024 shares 26,024 $1.78M 0.14% -9,183 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 38,288 shares; 2026Q1: 38,618 shares 38,618 $1.74M 0.14% +330 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: restricted; 2024Q4: 17,178 shares; 2025Q1: 16,722 shares; 2025Q2: 16,176 shares; 2025Q3: 15,710 shares; 2025Q4: 30,329 shares; 2026Q1: 28,296 shares 28,296 $1.73M 0.14% -2,033 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,332 shares; 2025Q1: 8,332 shares; 2025Q2: 8,352 shares; 2025Q3: 8,372 shares; 2025Q4: 8,394 shares; 2026Q1: 8,416 shares 8,416 $1.73M 0.14% +22 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: restricted; 2024Q4: 4,625 shares; 2025Q1: 4,519 shares; 2025Q2: 5,249 shares; 2025Q3: 5,175 shares; 2025Q4: 5,184 shares; 2026Q1: 4,818 shares 4,818 $1.72M 0.14% -366 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,166 shares; 2025Q1: 14,855 shares; 2025Q2: 14,794 shares; 2025Q3: 14,823 shares; 2025Q4: 14,739 shares; 2026Q1: 12,071 shares 12,071 $1.72M 0.14% -2,668 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,635 shares; 2025Q1: 5,384 shares; 2025Q2: 5,479 shares; 2025Q3: 3,879 shares; 2025Q4: 3,910 shares; 2026Q1: 3,718 shares 3,718 $1.71M 0.14% -192 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: restricted; 2024Q4: 15,723 shares; 2025Q1: 16,039 shares; 2025Q2: 17,707 shares; 2025Q3: 20,017 shares; 2025Q4: 23,205 shares; 2026Q1: 22,073 shares 22,073 $1.68M 0.13% -1,132 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 6,865 shares; 2025Q3: 6,262 shares; 2025Q4: 12,658 shares; 2026Q1: 12,658 shares 12,658 $1.68M 0.13% 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: restricted; 2024Q4: 4,447 shares; 2025Q1: 4,358 shares; 2025Q2: 4,510 shares; 2025Q3: 4,812 shares; 2025Q4: 6,446 shares; 2026Q1: 8,384 shares 8,384 $1.66M 0.13% +1,938 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,299 shares; 2025Q1: 28,453 shares; 2025Q2: 29,073 shares; 2025Q3: 29,985 shares; 2025Q4: 30,973 shares; 2026Q1: 31,571 shares 31,571 $1.66M 0.13% +598 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: restricted; 2024Q4: 12,857 shares; 2025Q1: 12,757 shares; 2025Q2: 13,757 shares; 2025Q3: 19,257 shares; 2025Q4: 28,157 shares; 2026Q1: 29,107 shares 29,107 $1.65M 0.13% +950 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,825 shares; 2025Q1: 22,507 shares; 2025Q2: 22,340 shares; 2025Q3: 21,602 shares; 2025Q4: 20,720 shares; 2026Q1: 20,517 shares 20,517 $1.64M 0.13% -203 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: restricted; 2024Q4: 13,240 shares; 2025Q1: 13,741 shares; 2025Q2: 16,210 shares; 2025Q3: 15,151 shares; 2025Q4: 15,454 shares; 2026Q1: 17,550 shares 17,550 $1.63M 0.13% +2,096 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,570 shares; 2025Q1: 16,521 shares; 2025Q2: 16,522 shares; 2025Q3: 16,501 shares; 2025Q4: 35,587 shares; 2026Q1: 35,260 shares 35,260 $1.62M 0.13% -327 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: restricted; 2024Q4: 14,915 shares; 2025Q1: 36,962 shares; 2025Q2: 37,802 shares; 2025Q3: 38,504 shares; 2025Q4: 38,351 shares; 2026Q1: 22,280 shares 22,280 $1.6M 0.13% -16,071 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: restricted; 2024Q4: 2,596 shares; 2025Q1: 3,132 shares; 2025Q2: 2,872 shares; 2025Q3: 2,961 shares; 2025Q4: 3,535 shares; 2026Q1: 4,657 shares 4,657 $1.57M 0.12% +1,122 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: restricted; 2024Q4: 6,370 shares; 2025Q1: 4,430 shares; 2025Q2: 4,195 shares; 2025Q3: 5,747 shares; 2025Q4: 5,957 shares; 2026Q1: 5,463 shares 5,463 $1.57M 0.12% -494 Timeline SIL 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: restricted; 2024Q4: 17,083 shares; 2025Q1: 17,083 shares; 2025Q2: 17,027 shares; 2025Q3: 17,027 shares; 2025Q4: 21,409 shares; 2026Q1: 17,361 shares 17,361 $1.56M 0.12% -4,048 Timeline XMHQ 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: restricted; 2024Q4: 12,789 shares; 2025Q1: 13,122 shares; 2025Q2: 13,842 shares; 2025Q3: 15,757 shares; 2025Q4: 16,115 shares; 2026Q1: 15,103 shares 15,103 $1.56M 0.12% -1,012 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: restricted; 2024Q4: 170 shares; 2025Q1: 271 shares; 2025Q2: 497 shares; 2025Q3: 841 shares; 2025Q4: 900 shares; 2026Q1: 1,179 shares 1,179 $1.56M 0.12% +279 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,420 shares; 2025Q1: 4,556 shares; 2025Q2: 4,499 shares; 2025Q3: 3,855 shares; 2025Q4: 1,616 shares; 2026Q1: 1,578 shares 1,578 $1.55M 0.12% -38 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,311 shares; 2025Q1: 5,480 shares; 2025Q2: 5,149 shares; 2025Q3: 4,641 shares; 2025Q4: 4,432 shares; 2026Q1: 4,240 shares 4,240 $1.51M 0.12% -192 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,021 shares; 2025Q4: 27,932 shares; 2026Q1: 30,057 shares 30,057 $1.5M 0.12% +2,125 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,511 shares; 2025Q1: 4,879 shares; 2025Q2: 5,258 shares; 2025Q3: 7,448 shares; 2025Q4: 7,485 shares; 2026Q1: 7,193 shares 7,193 $1.46M 0.12% -292 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: restricted; 2024Q4: 35,251 shares; 2025Q1: 34,039 shares; 2025Q2: 34,188 shares; 2025Q3: 33,930 shares; 2025Q4: 33,574 shares; 2026Q1: 32,889 shares 32,889 $1.45M 0.11% -685 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: restricted; 2024Q4: 2,608 shares; 2025Q1: 2,621 shares; 2025Q2: 2,469 shares; 2025Q3: 2,080 shares; 2025Q4: 2,128 shares; 2026Q1: 2,044 shares 2,044 $1.45M 0.11% -84 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: restricted; 2024Q4: 29,422 shares; 2025Q1: 29,597 shares; 2025Q2: 29,518 shares; 2025Q3: 29,518 shares; 2025Q4: 25,568 shares; 2026Q1: 21,197 shares 21,197 $1.44M 0.11% -4,371 Timeline BRK-A 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: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.11% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,423 shares; 2025Q1: 24,626 shares; 2025Q2: 25,537 shares; 2025Q3: 23,882 shares; 2025Q4: 25,770 shares; 2026Q1: 28,243 shares 28,243 $1.44M 0.11% +2,473 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: restricted; 2024Q4: 15,436 shares; 2025Q1: 13,204 shares; 2025Q2: 10,688 shares; 2025Q3: 10,517 shares; 2025Q4: 9,442 shares; 2026Q1: 9,158 shares 9,158 $1.42M 0.11% -284 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: restricted; 2024Q4: 450 shares; 2025Q1: 2,634 shares; 2025Q2: 2,584 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares; 2026Q1: 2,582 shares 2,582 $1.42M 0.11% -41 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,207 shares; 2025Q1: 2,212 shares; 2025Q2: 2,189 shares; 2025Q3: 2,096 shares; 2025Q4: 2,033 shares; 2026Q1: 2,014 shares 2,014 $1.37M 0.11% -19 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,856 shares; 2025Q1: 8,402 shares; 2025Q2: 5,377 shares; 2025Q3: 2,738 shares; 2025Q4: 1,562 shares; 2026Q1: 26,670 shares 26,670 $1.37M 0.11% +25,108 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: restricted; 2024Q4: 4,654 shares; 2025Q1: 4,665 shares; 2025Q2: 6,122 shares; 2025Q3: 5,486 shares; 2025Q4: 10,952 shares; 2026Q1: 10,285 shares 10,285 $1.37M 0.11% -667 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: 911 shares; 2025Q2: 2,192 shares; 2025Q3: 2,315 shares; 2025Q4: 7,453 shares; 2026Q1: 19,192 shares 19,192 $1.34M 0.11% +11,739 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: restricted; 2024Q4: 32,385 shares; 2025Q1: 19,809 shares; 2025Q2: 16,508 shares; 2025Q3: 13,596 shares; 2025Q4: 12,087 shares; 2026Q1: 11,044 shares 11,044 $1.33M 0.1% -1,043 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,637 shares; 2025Q1: 28,352 shares; 2025Q2: 28,042 shares; 2025Q3: 27,896 shares; 2025Q4: 25,031 shares; 2026Q1: 24,775 shares 24,775 $1.31M 0.1% -256 Timeline SCZ 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: restricted; 2024Q4: 13,476 shares; 2025Q1: 13,476 shares; 2025Q2: 13,476 shares; 2025Q3: 13,476 shares; 2025Q4: 16,686 shares; 2026Q1: 16,599 shares 16,599 $1.3M 0.1% -87 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: restricted; 2024Q4: 5,074 shares; 2025Q1: 5,034 shares; 2025Q2: 5,044 shares; 2025Q3: 4,799 shares; 2025Q4: 4,905 shares; 2026Q1: 4,303 shares 4,303 $1.3M 0.1% -602 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,120 shares; 2025Q1: 18,832 shares; 2025Q2: 18,636 shares; 2025Q3: 19,027 shares; 2025Q4: 20,912 shares; 2026Q1: 20,746 shares 20,746 $1.27M 0.1% -166 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: restricted; 2024Q4: 30,026 shares; 2025Q1: 30,026 shares; 2025Q2: 30,026 shares; 2025Q3: 29,296 shares; 2025Q4: 30,856 shares; 2026Q1: 30,720 shares 30,720 $1.26M 0.1% -136 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 3,960 shares; 2025Q2: 9,161 shares; 2025Q3: 20,753 shares; 2025Q4: 21,902 shares; 2026Q1: 31,354 shares 31,354 $1.26M 0.1% +9,452 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: restricted; 2024Q4: 1,596 shares; 2025Q1: 2,766 shares; 2025Q2: 2,983 shares; 2025Q3: 3,193 shares; 2025Q4: 5,990 shares; 2026Q1: 6,366 shares 6,366 $1.26M 0.1% +376 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,733 shares; 2025Q1: 1,909 shares; 2025Q2: 1,910 shares; 2025Q3: 1,911 shares; 2025Q4: 7,620 shares; 2026Q1: 9,593 shares 9,593 $1.26M 0.1% +1,973 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: restricted; 2024Q4: 4,293 shares; 2025Q1: 4,170 shares; 2025Q2: 4,110 shares; 2025Q3: 3,935 shares; 2025Q4: 4,315 shares; 2026Q1: 3,981 shares 3,981 $1.24M 0.1% -334 Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,988 shares; 2025Q1: 31,845 shares; 2025Q2: 32,636 shares; 2025Q3: 32,984 shares; 2025Q4: 32,926 shares; 2026Q1: 33,045 shares 33,045 $1.22M 0.1% +119 Timeline JIRE 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: restricted; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 279 shares; 2026Q1: 15,909 shares 15,909 $1.2M 0.09% +15,630 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,939 shares; 2025Q1: 9,531 shares; 2025Q2: 10,052 shares; 2025Q3: 9,440 shares; 2025Q4: 9,214 shares; 2026Q1: 9,076 shares 9,076 $1.2M 0.09% -138 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 112 shares; 2026Q1: 5,288 shares 5,288 $1.17M 0.09% +5,176 Timeline IBDV 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 7,908 shares; 2025Q3: 12,750 shares; 2025Q4: 34,627 shares; 2026Q1: 53,124 shares 53,124 $1.16M 0.09% +18,497 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,174 shares; 2025Q1: 17,283 shares; 2025Q2: 17,142 shares; 2025Q3: 17,147 shares; 2025Q4: 17,154 shares; 2026Q1: 17,064 shares 17,064 $1.16M 0.09% -90 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,837 shares; 2025Q1: 9,837 shares; 2025Q2: 10,487 shares; 2025Q3: 12,252 shares; 2025Q4: 13,102 shares; 2026Q1: 12,313 shares 12,313 $1.13M 0.09% -789 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: restricted; 2024Q4: 3,054 shares; 2025Q1: 2,924 shares; 2025Q2: 2,121 shares; 2025Q3: 2,177 shares; 2025Q4: 1,974 shares; 2026Q1: 1,855 shares 1,855 $1.12M 0.09% -119 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 4,210 shares; 2025Q2: 4,510 shares; 2025Q3: 4,510 shares; 2025Q4: 7,585 shares; 2026Q1: 6,685 shares 6,685 $1.08M 0.09% -900 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,338 shares; 2025Q1: 5,280 shares; 2025Q2: 5,253 shares; 2025Q3: 5,776 shares; 2025Q4: 5,441 shares; 2026Q1: 5,479 shares 5,479 $1.08M 0.09% +38 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,501 shares; 2025Q1: 3,051 shares; 2025Q2: 3,036 shares; 2025Q3: 18,313 shares; 2025Q4: 18,539 shares; 2026Q1: 18,363 shares 18,363 $1.07M 0.08% -176 Timeline IYW 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: restricted; 2024Q4: 4,590 shares; 2025Q1: 4,610 shares; 2025Q2: 6,178 shares; 2025Q3: 5,452 shares; 2025Q4: 5,730 shares; 2026Q1: 5,901 shares 5,901 $1.07M 0.08% +171 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: restricted; 2024Q4: 7,187 shares; 2025Q1: 7,187 shares; 2025Q2: 7,975 shares; 2025Q3: 8,010 shares; 2025Q4: 9,996 shares; 2026Q1: 13,810 shares 13,810 $1.06M 0.08% +3,814 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,511 shares; 2025Q1: 41,511 shares; 2025Q2: 41,361 shares; 2025Q3: 41,361 shares; 2025Q4: 36,261 shares; 2026Q1: 6,461 shares 6,461 $1.04M 0.08% -29,800 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: restricted; 2024Q4: 11,984 shares; 2025Q1: 12,164 shares; 2025Q2: 12,279 shares; 2025Q3: 12,184 shares; 2025Q4: 12,749 shares; 2026Q1: 12,984 shares 12,984 $1.03M 0.08% +235 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: restricted; 2024Q4: 6,167 shares; 2025Q1: 6,296 shares; 2025Q2: 7,061 shares; 2025Q3: 6,192 shares; 2025Q4: 6,944 shares; 2026Q1: 6,216 shares 6,216 $1.03M 0.08% -728 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,381 shares; 2025Q1: 4,928 shares; 2025Q2: 4,690 shares; 2025Q3: 4,670 shares; 2025Q4: 4,975 shares; 2026Q1: 4,901 shares 4,901 $1.02M 0.08% -74 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,052 shares; 2025Q1: 7,631 shares; 2025Q2: 7,491 shares; 2025Q3: 6,016 shares; 2025Q4: 5,948 shares; 2026Q1: 5,359 shares 5,359 $1.02M 0.08% -589 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,979 shares; 2025Q1: 37,289 shares; 2025Q2: 35,889 shares; 2025Q3: 34,689 shares; 2025Q4: 32,458 shares; 2026Q1: 31,720 shares 31,720 $1.02M 0.08% -738 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: restricted; 2024Q4: 6,936 shares; 2025Q1: 10,788 shares; 2025Q2: 12,203 shares; 2025Q3: 11,810 shares; 2025Q4: 11,993 shares; 2026Q1: 13,098 shares 13,098 $1.01M 0.08% +1,105 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,672 shares; 2025Q1: 10,672 shares; 2025Q2: 10,672 shares; 2025Q3: 10,672 shares; 2025Q4: 10,332 shares; 2026Q1: 10,332 shares 10,332 $1M 0.08% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,597 shares; 2025Q1: 7,595 shares; 2025Q2: 7,507 shares; 2025Q3: 7,355 shares; 2025Q4: 8,411 shares; 2026Q1: 7,766 shares 7,766 $1M 0.08% -645 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,091 shares; 2025Q1: 3,167 shares; 2025Q2: 3,218 shares; 2025Q3: 3,226 shares; 2025Q4: 3,442 shares; 2026Q1: 3,404 shares 3,404 $989K 0.08% -38 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,456 shares; 2025Q1: 9,004 shares; 2025Q2: 8,849 shares; 2025Q3: 8,849 shares; 2025Q4: 8,819 shares; 2026Q1: 8,819 shares 8,819 $987K 0.08% 0 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: restricted; 2024Q4: 30,801 shares; 2025Q1: 27,564 shares; 2025Q2: 26,952 shares; 2025Q3: 22,798 shares; 2025Q4: 21,209 shares; 2026Q1: 19,544 shares 19,544 $981K 0.08% -1,665 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,409 shares; 2025Q1: 8,475 shares; 2025Q2: 8,475 shares; 2025Q3: 8,517 shares; 2025Q4: 8,384 shares; 2026Q1: 8,265 shares 8,265 $980K 0.08% -119 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: restricted; 2024Q4: 4,269 shares; 2025Q1: 4,259 shares; 2025Q2: 4,246 shares; 2025Q3: 4,255 shares; 2025Q4: 4,392 shares; 2026Q1: 4,803 shares 4,803 $976K 0.08% +411 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: restricted; 2024Q4: 7,600 shares; 2025Q1: 14,345 shares; 2025Q2: 17,045 shares; 2025Q3: 17,545 shares; 2025Q4: 22,031 shares; 2026Q1: 13,945 shares 13,945 $966K 0.08% -8,086 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,677 shares; 2025Q1: 33,542 shares; 2025Q2: 34,022 shares; 2025Q3: 34,722 shares; 2025Q4: 34,088 shares; 2026Q1: 26,822 shares 26,822 $964K 0.08% -7,266 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,499 shares; 2025Q1: 15,329 shares; 2025Q2: 15,744 shares; 2025Q3: 15,822 shares; 2025Q4: 16,084 shares; 2026Q1: 15,305 shares 15,305 $959K 0.08% -779 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: restricted; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 1,491 shares 1,491 $947K 0.07% +1,457 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,307 shares; 2025Q1: 1,307 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 6,497 shares; 2026Q1: 6,497 shares 6,497 $940K 0.07% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,097 shares; 2025Q1: 1,434 shares; 2025Q2: 1,489 shares; 2025Q3: 1,491 shares; 2025Q4: 1,519 shares; 2026Q1: 1,553 shares 1,553 $940K 0.07% +34 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,262 shares; 2025Q1: 4,163 shares; 2025Q2: 4,093 shares; 2025Q3: 4,090 shares; 2025Q4: 8,813 shares; 2026Q1: 8,580 shares 8,580 $935K 0.07% -233 Timeline IDEV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 11,084 shares 11,084 $926K 0.07% +11,013 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,385 shares; 2025Q1: 11,173 shares; 2025Q2: 11,485 shares; 2025Q3: 11,087 shares; 2025Q4: 11,216 shares; 2026Q1: 10,658 shares 10,658 $924K 0.07% -558 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,552 shares; 2025Q1: 18,552 shares; 2025Q2: 18,552 shares; 2025Q3: 18,552 shares; 2025Q4: 18,479 shares; 2026Q1: 18,214 shares 18,214 $923K 0.07% -265 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,758 shares; 2025Q1: 6,825 shares; 2025Q2: 6,842 shares; 2025Q3: 6,872 shares; 2025Q4: 6,852 shares; 2026Q1: 6,714 shares 6,714 $913K 0.07% -138 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,360 shares; 2025Q1: 3,155 shares; 2025Q2: 3,377 shares; 2025Q3: 7,232 shares; 2025Q4: 9,698 shares; 2026Q1: 5,000 shares 5,000 $912K 0.07% -4,698 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,265 shares; 2025Q3: 8,265 shares; 2025Q4: 9,595 shares; 2026Q1: 9,595 shares 9,595 $910K 0.07% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,834 shares; 2025Q1: 46,834 shares; 2025Q2: 52,134 shares; 2025Q3: 51,278 shares; 2025Q4: 52,842 shares; 2026Q1: 53,142 shares 53,142 $909K 0.07% +300 Timeline PNQI 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: restricted; 2024Q4: 20,565 shares; 2025Q1: 20,565 shares; 2025Q2: 20,315 shares; 2025Q3: 20,315 shares; 2025Q4: 20,070 shares; 2026Q1: 20,070 shares 20,070 $898K 0.07% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 1,510 shares; 2025Q2: 2,054 shares; 2025Q3: 2,439 shares; 2025Q4: 2,316 shares; 2026Q1: 1,845 shares 1,845 $895K 0.07% -471 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,389 shares 1,389 $890K 0.07% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 15,870 shares 15,870 $889K 0.07% +8,870 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,466 shares; 2025Q1: 14,466 shares; 2025Q2: 14,466 shares; 2025Q3: 14,535 shares; 2025Q4: 14,535 shares; 2026Q1: 14,468 shares 14,468 $885K 0.07% -67 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 2,704 shares; 2025Q2: 4,790 shares; 2025Q3: 5,263 shares; 2025Q4: 5,210 shares; 2026Q1: 4,516 shares 4,516 $882K 0.07% -694 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,062 shares; 2025Q1: 3,494 shares; 2025Q2: 2,898 shares; 2025Q3: 2,979 shares; 2025Q4: 3,137 shares; 2026Q1: 2,063 shares 2,063 $877K 0.07% -1,074 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,970 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 2,358 shares 2,358 $874K 0.07% +386 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 7,311 shares; 2026Q1: 7,311 shares 7,311 $866K 0.07% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,930 shares; 2025Q1: 10,930 shares; 2025Q2: 10,930 shares; 2025Q3: 10,930 shares; 2025Q4: 10,930 shares; 2026Q1: 10,930 shares 10,930 $861K 0.07% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,239 shares; 2025Q1: 1,443 shares; 2025Q2: 2,078 shares; 2025Q3: 1,908 shares; 2025Q4: 1,274 shares; 2026Q1: 3,013 shares 3,013 $855K 0.07% +1,739 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,440 shares; 2025Q1: 1,475 shares; 2025Q2: 1,654 shares; 2025Q3: 1,585 shares; 2025Q4: 1,569 shares; 2026Q1: 1,491 shares 1,491 $840K 0.07% -78 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: restricted; 2024Q4: 6,584 shares; 2025Q1: 5,986 shares; 2025Q2: 6,188 shares; 2025Q3: 6,858 shares; 2025Q4: 9,170 shares; 2026Q1: 5,643 shares 5,643 $825K 0.07% -3,527 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,280 shares 3,280 $820K 0.06% +2 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: restricted; 2024Q4: 1,797 shares; 2025Q1: 2,207 shares; 2025Q2: 2,284 shares; 2025Q3: 2,532 shares; 2025Q4: 2,930 shares; 2026Q1: 3,069 shares 3,069 $819K 0.06% +139 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,284 shares; 2025Q1: 17,970 shares; 2025Q2: 18,340 shares; 2025Q3: 18,545 shares; 2025Q4: 21,109 shares; 2026Q1: 20,748 shares 20,748 $818K 0.06% -361 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,872 shares; 2025Q1: 8,094 shares; 2025Q2: 7,948 shares; 2025Q3: 7,625 shares; 2025Q4: 7,880 shares; 2026Q1: 7,544 shares 7,544 $800K 0.06% -336 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 173 shares; 2025Q2: 168 shares; 2025Q3: 166 shares; 2025Q4: 218 shares; 2026Q1: 187 shares 187 $787K 0.06% -31 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: restricted; 2024Q4: 28,649 shares; 2025Q1: 28,281 shares; 2025Q2: 26,326 shares; 2025Q3: 23,631 shares; 2025Q4: 22,702 shares; 2026Q1: 4,203 shares 4,203 $785K 0.06% -18,499 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: restricted; 2024Q4: 4,272 shares; 2025Q1: 4,784 shares; 2025Q2: 5,054 shares; 2025Q3: 5,168 shares; 2025Q4: 5,044 shares; 2026Q1: 4,745 shares 4,745 $781K 0.06% -299 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,891 shares; 2025Q1: 5,952 shares; 2025Q2: 6,045 shares; 2025Q3: 6,129 shares; 2025Q4: 6,253 shares; 2026Q1: 5,428 shares 5,428 $773K 0.06% -825 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 581 shares; 2025Q1: 431 shares; 2025Q2: 433 shares; 2025Q3: 533 shares; 2025Q4: 3,175 shares; 2026Q1: 5,120 shares 5,120 $770K 0.06% +1,945 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: restricted; 2024Q4: 5,683 shares; 2025Q1: 5,566 shares; 2025Q2: 5,821 shares; 2025Q3: 5,836 shares; 2025Q4: 6,016 shares; 2026Q1: 6,016 shares 6,016 $761K 0.06% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,795 shares 2,795 $761K 0.06% +45 Timeline DGRS 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: restricted; 2024Q4: 15,977 shares; 2025Q1: 14,122 shares; 2025Q2: 13,933 shares; 2025Q3: 11,702 shares; 2025Q4: 11,502 shares; 2026Q1: 14,185 shares 14,185 $751K 0.06% +2,683 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: restricted; 2024Q4: 4,260 shares; 2025Q1: 4,435 shares; 2025Q2: 3,094 shares; 2025Q3: 2,986 shares; 2025Q4: 3,356 shares; 2026Q1: 2,862 shares 2,862 $750K 0.06% -494 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: restricted; 2024Q4: 11,984 shares; 2025Q1: 11,981 shares; 2025Q2: 13,678 shares; 2025Q3: 13,478 shares; 2025Q4: 13,517 shares; 2026Q1: 13,135 shares 13,135 $729K 0.06% -382 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,482 shares; 2025Q1: 2,600 shares; 2025Q2: 3,130 shares; 2025Q3: 3,089 shares; 2025Q4: 3,277 shares; 2026Q1: 3,796 shares 3,796 $728K 0.06% +519 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 2,913 shares; 2026Q1: 3,154 shares 3,154 $725K 0.06% +241 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 323 shares; 2025Q1: 1,677 shares; 2025Q2: 1,259 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 3,576 shares 3,576 $715K 0.06% +1,563 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,695 shares; 2025Q1: 6,567 shares; 2025Q2: 6,517 shares; 2025Q3: 6,441 shares; 2025Q4: 6,419 shares; 2026Q1: 6,419 shares 6,419 $704K 0.06% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,314 shares; 2025Q1: 14,314 shares; 2025Q2: 13,226 shares; 2025Q3: 11,896 shares; 2025Q4: 11,520 shares; 2026Q1: 11,519 shares 11,519 $703K 0.06% -1 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: restricted; 2024Q4: 2,093 shares; 2025Q1: 2,927 shares; 2025Q2: 2,742 shares; 2025Q3: 2,796 shares; 2025Q4: 7,012 shares; 2026Q1: 6,156 shares 6,156 $698K 0.06% -856 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 189 shares; 2025Q3: 180 shares; 2025Q4: 216 shares; 2026Q1: 204 shares 204 $689K 0.05% -12 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,260 shares; 2025Q1: 14,290 shares; 2025Q2: 16,213 shares; 2025Q3: 20,399 shares; 2025Q4: 20,399 shares; 2026Q1: 26,233 shares 26,233 $689K 0.05% +5,834 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 336 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,615 shares; 2025Q4: 2,615 shares; 2026Q1: 2,582 shares 2,582 $687K 0.05% -33 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: 658 shares; 2025Q2: 653 shares; 2025Q3: 641 shares; 2025Q4: 634 shares; 2026Q1: 625 shares 625 $667K 0.05% -9 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,743 shares; 2025Q1: 2,703 shares; 2025Q2: 2,511 shares; 2025Q3: 3,711 shares; 2025Q4: 4,897 shares; 2026Q1: 4,842 shares 4,842 $664K 0.05% -55 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,828 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 2,092 shares; 2025Q4: 2,153 shares; 2026Q1: 2,487 shares 2,487 $664K 0.05% +334 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,129 shares; 2025Q1: 5,032 shares; 2025Q2: 5,003 shares; 2025Q3: 4,723 shares; 2025Q4: 4,623 shares; 2026Q1: 4,576 shares 4,576 $655K 0.05% -47 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: restricted; 2024Q4: 37,159 shares; 2025Q1: 29,577 shares; 2025Q2: 28,268 shares; 2025Q3: 22,839 shares; 2025Q4: 22,958 shares; 2026Q1: 22,687 shares 22,687 $651K 0.05% -271 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,255 shares; 2025Q1: 14,318 shares; 2025Q2: 14,602 shares; 2025Q3: 14,779 shares; 2025Q4: 7,599 shares; 2026Q1: 7,189 shares 7,189 $648K 0.05% -410 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 3,098 shares; 2025Q4: 4,422 shares; 2026Q1: 22,794 shares 22,794 $641K 0.05% +18,372 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,412 shares; 2025Q1: 1,732 shares; 2025Q2: 1,742 shares; 2025Q3: 1,765 shares; 2025Q4: 1,903 shares; 2026Q1: 1,855 shares 1,855 $637K 0.05% -48 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,893 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,153 shares; 2025Q4: 1,094 shares; 2026Q1: 1,399 shares 1,399 $625K 0.05% +305 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,257 shares; 2025Q1: 1,252 shares; 2025Q2: 1,204 shares; 2025Q3: 1,230 shares; 2025Q4: 1,321 shares; 2026Q1: 1,413 shares 1,413 $611K 0.05% +92 Timeline PQDI 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: restricted; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 31,447 shares; 2026Q1: 31,447 shares 31,447 $606K 0.05% 0 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: restricted; 2024Q4: 5 shares; 2025Q1: 7,489 shares; 2025Q2: 7,489 shares; 2025Q3: 7,572 shares; 2025Q4: 7,572 shares; 2026Q1: 7,484 shares 7,484 $600K 0.05% -88 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,829 shares; 2025Q1: 1,871 shares; 2025Q2: 1,821 shares; 2025Q3: 1,808 shares; 2025Q4: 1,662 shares; 2026Q1: 5,525 shares 5,525 $598K 0.05% +3,863 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,428 shares; 2025Q1: 5,773 shares; 2025Q2: 6,873 shares; 2025Q3: 6,859 shares; 2025Q4: 8,578 shares; 2026Q1: 9,000 shares 9,000 $594K 0.05% +422 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,072 shares; 2025Q1: 5,072 shares; 2025Q2: 3,238 shares; 2025Q3: 3,285 shares; 2025Q4: 3,282 shares; 2026Q1: 3,235 shares 3,235 $589K 0.05% -47 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: restricted; 2024Q4: 296 shares; 2025Q1: 855 shares; 2025Q2: 1,612 shares; 2025Q3: 1,659 shares; 2025Q4: 2,333 shares; 2026Q1: 6,052 shares 6,052 $588K 0.05% +3,719 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: restricted; 2024Q4: 29,848 shares; 2025Q1: 27,173 shares; 2025Q2: 30,804 shares; 2025Q3: 30,035 shares; 2025Q4: 16,542 shares; 2026Q1: 15,115 shares 15,115 $581K 0.05% -1,427 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 13,200 shares; 2026Q1: 12,200 shares 12,200 $569K 0.04% -1,000 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,775 shares; 2025Q1: 7,384 shares; 2025Q2: 7,359 shares; 2025Q3: 7,379 shares; 2025Q4: 7,070 shares; 2026Q1: 6,176 shares 6,176 $569K 0.04% -894 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,164 shares; 2025Q1: 5,400 shares; 2025Q2: 5,483 shares; 2025Q3: 5,635 shares; 2025Q4: 6,423 shares; 2026Q1: 6,526 shares 6,526 $565K 0.04% +103 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: restricted; 2024Q4: 17,124 shares; 2025Q1: 18,516 shares; 2025Q2: 19,958 shares; 2025Q3: 21,817 shares; 2025Q4: 20,433 shares; 2026Q1: 19,476 shares 19,476 $565K 0.04% -957 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: restricted; 2024Q4: 4 shares; 2025Q1: 1,646 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 5,605 shares; 2026Q1: 5,605 shares 5,605 $564K 0.04% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,580 shares; 2025Q1: 14,760 shares; 2025Q2: 16,163 shares; 2025Q3: 16,621 shares; 2025Q4: 16,599 shares; 2026Q1: 14,884 shares 14,884 $563K 0.04% -1,715 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,775 shares; 2025Q1: 2,675 shares; 2025Q2: 2,575 shares; 2025Q3: 2,515 shares; 2025Q4: 2,446 shares; 2026Q1: 2,406 shares 2,406 $563K 0.04% -40 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,848 shares; 2025Q1: 9,405 shares; 2025Q2: 11,965 shares; 2025Q3: 13,615 shares; 2025Q4: 17,865 shares; 2026Q1: 11,454 shares 11,454 $553K 0.04% -6,411 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: restricted; 2024Q4: not reported; 2025Q1: 5,515 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 8,230 shares; 2026Q1: 8,230 shares 8,230 $551K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 862 shares; 2025Q3: 1,952 shares; 2025Q4: 1,552 shares; 2026Q1: 4,441 shares 4,441 $545K 0.04% +2,889 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,141 shares 7,141 $544K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,702 shares; 2025Q1: 2,061 shares; 2025Q2: 2,088 shares; 2025Q3: 1,875 shares; 2025Q4: 1,704 shares; 2026Q1: 1,655 shares 1,655 $539K 0.04% -49 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: restricted; 2024Q4: 8,928 shares; 2025Q1: 9,528 shares; 2025Q2: 9,128 shares; 2025Q3: 9,147 shares; 2025Q4: 8,959 shares; 2026Q1: 6,354 shares 6,354 $539K 0.04% -2,605 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,677 shares; 2025Q1: 4,489 shares; 2025Q2: 2,308 shares; 2025Q3: 2,410 shares; 2025Q4: 2,293 shares; 2026Q1: 2,200 shares 2,200 $537K 0.04% -93 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,815 shares; 2025Q4: 9,615 shares; 2026Q1: 10,615 shares 10,615 $531K 0.04% +1,000 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: restricted; 2024Q4: 4,036 shares; 2025Q1: 4,036 shares; 2025Q2: 4,036 shares; 2025Q3: 4,098 shares; 2025Q4: 4,371 shares; 2026Q1: 4,199 shares 4,199 $531K 0.04% -172 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: restricted; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 4,919 shares; 2025Q3: 4,981 shares; 2025Q4: 5,709 shares; 2026Q1: 5,451 shares 5,451 $526K 0.04% -258 Timeline TDIV 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: restricted; 2024Q4: 6,645 shares; 2025Q1: 6,645 shares; 2025Q2: 6,645 shares; 2025Q3: 6,633 shares; 2025Q4: 6,383 shares; 2026Q1: 5,510 shares 5,510 $516K 0.04% -873 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 934 shares; 2025Q1: 3,199 shares; 2025Q2: 3,761 shares; 2025Q3: 4,762 shares; 2025Q4: 5,163 shares; 2026Q1: 5,336 shares 5,336 $512K 0.04% +173 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: restricted; 2024Q4: 13,101 shares; 2025Q1: 12,351 shares; 2025Q2: 11,519 shares; 2025Q3: 9,098 shares; 2025Q4: 9,322 shares; 2026Q1: 8,418 shares 8,418 $511K 0.04% -904 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: restricted; 2024Q4: 5,318 shares; 2025Q1: 5,248 shares; 2025Q2: 3,452 shares; 2025Q3: 4,209 shares; 2025Q4: 5,880 shares; 2026Q1: 3,443 shares 3,443 $505K 0.04% -2,437 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,342 shares; 2025Q1: 5,768 shares; 2025Q2: 6,036 shares; 2025Q3: 6,183 shares; 2025Q4: 6,191 shares; 2026Q1: 5,702 shares 5,702 $503K 0.04% -489 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,740 shares; 2025Q1: 8,694 shares; 2025Q2: 8,591 shares; 2025Q3: 9,452 shares; 2025Q4: 2,291 shares; 2026Q1: 2,351 shares 2,351 $494K 0.04% +60 Timeline IBB 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: restricted; 2024Q4: 1,704 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 2,942 shares; 2026Q1: 2,887 shares 2,887 $487K 0.04% -55 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 10,708 shares; 2025Q2: 10,708 shares; 2025Q3: 11,081 shares; 2025Q4: 11,081 shares; 2026Q1: 9,300 shares 9,300 $486K 0.04% -1,781 Timeline IYH 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: restricted; 2024Q4: 8,060 shares; 2025Q1: 7,835 shares; 2025Q2: 7,835 shares; 2025Q3: 7,835 shares; 2025Q4: 7,835 shares; 2026Q1: 7,835 shares 7,835 $483K 0.04% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 131 shares; 2026Q1: 649 shares 649 $474K 0.04% +518 Timeline JAVA 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: restricted; 2024Q4: 4,141 shares; 2025Q1: 5,211 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares; 2025Q4: 6,531 shares; 2026Q1: 6,588 shares 6,588 $473K 0.04% +57 Timeline EFV 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: restricted; 2024Q4: 1,457 shares; 2025Q1: 1,233 shares; 2025Q2: 2,911 shares; 2025Q3: 2,604 shares; 2025Q4: 2,517 shares; 2026Q1: 6,293 shares 6,293 $468K 0.04% +3,776 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: restricted; 2024Q4: 2,132 shares; 2025Q1: 2,536 shares; 2025Q2: 2,527 shares; 2025Q3: 2,426 shares; 2025Q4: 2,750 shares; 2026Q1: 2,347 shares 2,347 $467K 0.04% -403 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,280 shares; 2026Q1: 13,725 shares 13,725 $465K 0.04% +12,445 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 6,992 shares; 2025Q3: 9,484 shares; 2025Q4: 9,524 shares; 2026Q1: 9,524 shares 9,524 $461K 0.04% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,539 shares; 2025Q1: 7,920 shares; 2025Q2: 7,618 shares; 2025Q3: 7,657 shares; 2025Q4: 7,333 shares; 2026Q1: 7,732 shares 7,732 $458K 0.04% +399 Timeline AOR 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: restricted; 2024Q4: 6,699 shares; 2025Q1: 6,798 shares; 2025Q2: 7,055 shares; 2025Q3: 7,106 shares; 2025Q4: 7,101 shares; 2026Q1: 7,066 shares 7,066 $455K 0.04% -35 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,866 shares; 2025Q1: 5,849 shares; 2025Q2: 7,014 shares; 2025Q3: 7,141 shares; 2025Q4: 7,437 shares; 2026Q1: 2,834 shares 2,834 $454K 0.04% -4,603 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,701 shares; 2025Q1: 6,621 shares; 2025Q2: 6,813 shares; 2025Q3: 6,813 shares; 2025Q4: 8,289 shares; 2026Q1: 8,262 shares 8,262 $446K 0.04% -27 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,675 shares; 2025Q4: 1,645 shares; 2026Q1: 1,495 shares 1,495 $446K 0.04% -150 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,330 shares; 2025Q1: 13,057 shares; 2025Q2: 14,022 shares; 2025Q3: 14,432 shares; 2025Q4: 14,432 shares; 2026Q1: 14,432 shares 14,432 $443K 0.03% 0 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,537 shares; 2025Q1: 14,537 shares; 2025Q2: 14,537 shares; 2025Q3: 14,537 shares; 2025Q4: 14,537 shares; 2026Q1: 14,537 shares 14,537 $443K 0.03% 0 Timeline XSD 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: restricted; 2024Q4: 1,487 shares; 2025Q1: 1,452 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares; 2026Q1: 1,352 shares 1,352 $441K 0.03% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,298 shares; 2025Q1: 3,283 shares; 2025Q2: 3,283 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,277 shares 3,277 $433K 0.03% +7 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: restricted; 2024Q4: 13,911 shares; 2025Q1: 13,737 shares; 2025Q2: 15,593 shares; 2025Q3: 15,230 shares; 2025Q4: 14,340 shares; 2026Q1: 9,546 shares 9,546 $432K 0.03% -4,794 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: restricted; 2024Q4: 125 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 465 shares; 2025Q4: 770 shares; 2026Q1: 1,278 shares 1,278 $432K 0.03% +508 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 326 shares; 2026Q1: 1,101 shares 1,101 $431K 0.03% +775 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 3,441 shares; 2026Q1: 3,246 shares 3,246 $425K 0.03% -195 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,787 shares; 2025Q1: 13,972 shares; 2025Q2: 13,972 shares; 2025Q3: 13,972 shares; 2025Q4: 13,972 shares; 2026Q1: 13,972 shares 13,972 $424K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,550 shares; 2025Q3: 1,715 shares; 2025Q4: 1,717 shares; 2026Q1: 1,915 shares 1,915 $419K 0.03% +198 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 370 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 360 shares 360 $417K 0.03% -3 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: restricted; 2024Q4: 2,522 shares; 2025Q1: 2,525 shares; 2025Q2: 2,530 shares; 2025Q3: 2,604 shares; 2025Q4: 5,854 shares; 2026Q1: 6,508 shares 6,508 $417K 0.03% +654 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,899 shares; 2025Q1: 13,867 shares; 2025Q2: 15,203 shares; 2025Q3: 18,779 shares; 2025Q4: 8,660 shares; 2026Q1: 7,446 shares 7,446 $415K 0.03% -1,214 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: restricted; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 824 shares; 2026Q1: 770 shares 770 $414K 0.03% -54 Timeline AVDV 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: restricted; 2024Q4: 90 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 4,135 shares 4,135 $413K 0.03% +460 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,384 shares; 2025Q1: 8,443 shares; 2025Q2: 8,303 shares; 2025Q3: 8,303 shares; 2025Q4: 8,303 shares; 2026Q1: 8,314 shares 8,314 $408K 0.03% +11 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,357 shares; 2025Q1: 7,308 shares; 2025Q2: 7,308 shares; 2025Q3: 7,309 shares; 2025Q4: 7,309 shares; 2026Q1: 7,309 shares 7,309 $390K 0.03% 0 Timeline IFRA 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: restricted; 2024Q4: 318 shares; 2025Q1: 6,407 shares; 2025Q2: 6,432 shares; 2025Q3: 6,459 shares; 2025Q4: 6,601 shares; 2026Q1: 6,779 shares 6,779 $388K 0.03% +178 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,386 shares; 2025Q1: 4,386 shares; 2025Q2: 4,180 shares; 2025Q3: 3,980 shares; 2025Q4: 4,124 shares; 2026Q1: 3,187 shares 3,187 $378K 0.03% -937 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 8,140 shares; 2025Q4: 10,128 shares; 2026Q1: 12,661 shares 12,661 $373K 0.03% +2,533 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 787 shares; 2025Q1: 738 shares; 2025Q2: 730 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 709 shares 709 $371K 0.03% -9 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: restricted; 2024Q4: 687 shares; 2025Q1: 3,071 shares; 2025Q2: 2,913 shares; 2025Q3: 2,913 shares; 2025Q4: 2,913 shares; 2026Q1: 2,475 shares 2,475 $370K 0.03% -438 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,250 shares 4,250 $367K 0.03% -190 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares; 2026Q1: 11,050 shares 11,050 $366K 0.03% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 249 shares; 2025Q3: 619 shares; 2025Q4: 714 shares; 2026Q1: 614 shares 614 $364K 0.03% -100 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,972 shares; 2025Q1: 2,922 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares; 2026Q1: 2,852 shares 2,852 $362K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,039 shares; 2025Q1: 1,194 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 5,517 shares; 2026Q1: 4,915 shares 4,915 $362K 0.03% -602 Timeline EFG 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: restricted; 2024Q4: 561 shares; 2025Q1: 451 shares; 2025Q2: 780 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 3,246 shares 3,246 $362K 0.03% +2,889 Timeline IYR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,216 shares; 2026Q1: 3,816 shares 3,816 $361K 0.03% -400 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: restricted; 2024Q4: 770 shares; 2025Q1: 754 shares; 2025Q2: 789 shares; 2025Q3: 819 shares; 2025Q4: 1,132 shares; 2026Q1: 1,045 shares 1,045 $357K 0.03% -87 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: restricted; 2024Q4: 1,480 shares; 2025Q1: 1,813 shares; 2025Q2: 1,946 shares; 2025Q3: 1,946 shares; 2025Q4: 1,784 shares; 2026Q1: 1,707 shares 1,707 $354K 0.03% -77 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: 3,458 shares; 2025Q3: 2,978 shares; 2025Q4: 1,916 shares; 2026Q1: 1,268 shares 1,268 $349K 0.03% -648 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,600 shares; 2025Q4: 1,744 shares; 2026Q1: 1,755 shares 1,755 $347K 0.03% +11 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,987 shares; 2025Q1: 17,167 shares; 2025Q2: 16,112 shares; 2025Q3: 15,952 shares; 2025Q4: 7,215 shares; 2026Q1: 3,079 shares 3,079 $343K 0.03% -4,136 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815 shares; 2025Q1: 2,523 shares; 2025Q2: 2,164 shares; 2025Q3: 944 shares; 2025Q4: 926 shares; 2026Q1: 1,061 shares 1,061 $340K 0.03% +135 Timeline FBCG 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: restricted; 2024Q4: 7,050 shares; 2025Q1: 6,850 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares 6,650 $333K 0.03% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,976 shares; 2026Q1: 1,976 shares 1,976 $327K 0.03% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: 4,157 shares; 2025Q2: 4,157 shares; 2025Q3: 4,134 shares; 2025Q4: 4,134 shares; 2026Q1: 4,134 shares 4,134 $324K 0.03% 0 Timeline QTEC 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: restricted; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $319K 0.03% 0 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: restricted; 2024Q4: 2,010 shares; 2025Q1: 1,998 shares; 2025Q2: 1,873 shares; 2025Q3: 1,924 shares; 2025Q4: 1,871 shares; 2026Q1: 1,637 shares 1,637 $318K 0.03% -234 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,090 shares; 2025Q1: 6,090 shares; 2025Q2: 6,090 shares; 2025Q3: 6,090 shares; 2025Q4: 6,090 shares; 2026Q1: 8,940 shares 8,940 $317K 0.02% +2,850 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: restricted; 2024Q4: 2,500 shares; 2025Q1: 11,501 shares; 2025Q2: 27,345 shares; 2025Q3: 27,408 shares; 2025Q4: 18,448 shares; 2026Q1: 16,416 shares 16,416 $317K 0.02% -2,032 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 2,374 shares; 2025Q2: 3,433 shares; 2025Q3: 3,653 shares; 2025Q4: 7,656 shares; 2026Q1: 8,493 shares 8,493 $312K 0.02% +837 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 955 shares; 2025Q1: 958 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 964 shares; 2026Q1: 3,425 shares 3,425 $310K 0.02% +2,461 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: restricted; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,196 shares; 2025Q3: 2,437 shares; 2025Q4: 4,849 shares; 2026Q1: 5,699 shares 5,699 $308K 0.02% +850 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,591 shares; 2025Q1: 2,591 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 2,345 shares 2,345 $307K 0.02% +1,514 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 771 shares; 2025Q1: 583 shares; 2025Q2: 588 shares; 2025Q3: 604 shares; 2025Q4: 659 shares; 2026Q1: 646 shares 646 $306K 0.02% -13 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,729 shares; 2025Q1: 3,630 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,267 shares 3,267 $305K 0.02% -263 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: restricted; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 1,334 shares; 2026Q1: 429 shares 429 $299K 0.02% -905 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,941 shares; 2025Q1: 8,135 shares; 2025Q2: 7,577 shares; 2025Q3: 6,407 shares; 2025Q4: 6,580 shares; 2026Q1: 5,932 shares 5,932 $299K 0.02% -648 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,865 shares; 2025Q1: 4,696 shares; 2025Q2: 4,787 shares; 2025Q3: 3,920 shares; 2025Q4: 3,164 shares; 2026Q1: 2,928 shares 2,928 $295K 0.02% -236 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,504 shares 1,504 $291K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,081 shares; 2025Q2: 1,085 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,001 shares 1,001 $287K 0.02% -49 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,175 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $283K 0.02% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,290 shares; 2025Q1: 5,290 shares; 2025Q2: 5,290 shares; 2025Q3: 5,290 shares; 2025Q4: 5,290 shares; 2026Q1: 5,290 shares 5,290 $280K 0.02% 0 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: restricted; 2024Q4: 2,691 shares; 2025Q1: 1,791 shares; 2025Q2: 1,851 shares; 2025Q3: 4,301 shares; 2025Q4: 4,051 shares; 2026Q1: 3,301 shares 3,301 $279K 0.02% -750 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,087 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 996 shares 996 $271K 0.02% -50 Timeline ILCV 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: restricted; 2024Q4: 4,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,050 shares; 2026Q1: 2,900 shares 2,900 $270K 0.02% -150 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 1,679 shares; 2025Q2: 4,117 shares; 2025Q3: 4,200 shares; 2025Q4: 2,826 shares; 2026Q1: 1,767 shares 1,767 $266K 0.02% -1,059 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 1,478 shares; 2025Q3: 3,945 shares; 2025Q4: 6,540 shares; 2026Q1: 7,951 shares 7,951 $264K 0.02% +1,411 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: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,695 shares 1,695 $264K 0.02% -40 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,655 shares; 2025Q1: 7,855 shares; 2025Q2: 7,650 shares; 2025Q3: 7,150 shares; 2025Q4: 6,550 shares; 2026Q1: 6,350 shares 6,350 $259K 0.02% -200 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,879 shares; 2025Q1: 1,880 shares; 2025Q2: 1,888 shares; 2025Q3: 1,883 shares; 2025Q4: 2,157 shares; 2026Q1: 1,187 shares 1,187 $257K 0.02% -970 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,806 shares; 2025Q1: 7,806 shares; 2025Q2: 7,458 shares; 2025Q3: 8,303 shares; 2025Q4: 8,303 shares; 2026Q1: 8,303 shares 8,303 $257K 0.02% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,147 shares; 2025Q1: 2,154 shares; 2025Q2: 2,156 shares; 2025Q3: 5,016 shares; 2025Q4: 5,148 shares; 2026Q1: 2,353 shares 2,353 $257K 0.02% -2,795 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: restricted; 2024Q4: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,692 shares; 2025Q3: 1,635 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares 1,646 $251K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,524 shares; 2025Q1: 3,697 shares; 2025Q2: 3,422 shares; 2025Q3: 3,781 shares; 2025Q4: 4,468 shares; 2026Q1: 4,303 shares 4,303 $248K 0.02% -165 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,008 shares 5,008 $242K 0.02% +8 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 2,948 shares 2,948 $238K 0.02% +2,757 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: restricted; 2024Q4: 14,567 shares; 2025Q1: 13,680 shares; 2025Q2: 9,607 shares; 2025Q3: 9,128 shares; 2025Q4: 9,055 shares; 2026Q1: 8,425 shares 8,425 $237K 0.02% -630 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: restricted; 2024Q4: 298 shares; 2025Q1: 389 shares; 2025Q2: 171 shares; 2025Q3: 197 shares; 2025Q4: 504 shares; 2026Q1: 479 shares 479 $235K 0.02% -25 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,476 shares; 2025Q1: 11,476 shares; 2025Q2: 11,476 shares; 2025Q3: 11,476 shares; 2025Q4: 10,226 shares; 2026Q1: 10,226 shares 10,226 $232K 0.02% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,079 shares; 2025Q1: 5,079 shares; 2025Q2: 5,079 shares; 2025Q3: 5,079 shares; 2025Q4: 5,079 shares; 2026Q1: 5,079 shares 5,079 $227K 0.02% 0 Timeline FMDE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,307 shares 6,307 $227K 0.02% new 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: restricted; 2024Q4: 7,626 shares; 2025Q1: 7,504 shares; 2025Q2: 719 shares; 2025Q3: 1,125 shares; 2025Q4: 535 shares; 2026Q1: 1,707 shares 1,707 $225K 0.02% +1,172 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares 2,253 $225K 0.02% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,128 shares; 2025Q4: 1,047 shares; 2026Q1: 626 shares 626 $225K 0.02% -421 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,827 shares; 2025Q1: 1,747 shares; 2025Q2: 1,692 shares; 2025Q3: 1,427 shares; 2025Q4: 1,023 shares; 2026Q1: 2,323 shares 2,323 $224K 0.02% +1,300 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $224K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $224K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares 355 $219K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,709 shares; 2025Q1: 6,709 shares; 2025Q2: 6,729 shares; 2025Q3: 6,707 shares; 2025Q4: 6,663 shares; 2026Q1: 836 shares 836 $218K 0.02% -5,827 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares 1,817 $217K 0.02% new Timeline PTF 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: restricted; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $216K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 686 shares; 2026Q1: 708 shares 708 $215K 0.02% +22 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 2,031 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares; 2026Q1: 2,000 shares 2,000 $214K 0.02% -15 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 355 shares; 2025Q3: 363 shares; 2025Q4: 388 shares; 2026Q1: 380 shares 380 $214K 0.02% -8 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,666 shares; 2025Q1: 1,667 shares; 2025Q2: 1,677 shares; 2025Q3: 1,678 shares; 2025Q4: 1,676 shares; 2026Q1: 1,638 shares 1,638 $213K 0.02% -38 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $213K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 2,475 shares; 2026Q1: 2,280 shares 2,280 $210K 0.02% -195 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,065 shares 4,065 $208K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,241 shares; 2025Q1: 2,804 shares; 2025Q2: 3,090 shares; 2025Q3: 3,059 shares; 2025Q4: 2,517 shares; 2026Q1: 2,160 shares 2,160 $208K 0.02% -357 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: restricted; 2024Q4: 1,608 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,702 shares; 2026Q1: 1,588 shares 1,588 $208K 0.02% -114 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,135 shares; 2025Q3: 1,120 shares; 2025Q4: 1,267 shares; 2026Q1: 1,220 shares 1,220 $206K 0.02% -47 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares 2,347 $206K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,972 shares; 2025Q1: 1,969 shares; 2025Q2: 1,819 shares; 2025Q3: 1,269 shares; 2025Q4: 1,407 shares; 2026Q1: 3,500 shares 3,500 $206K 0.02% +2,093 Timeline AVMV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 2,751 shares 2,751 $204K 0.02% +1,551 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,254 shares; 2025Q1: 3,756 shares; 2025Q2: 3,759 shares; 2025Q3: 3,761 shares; 2025Q4: 3,763 shares; 2026Q1: 3,765 shares 3,765 $201K 0.02% +2 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 539 shares; 2025Q1: 572 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 573 shares 573 $201K 0.02% -48 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: restricted; 2024Q4: 402 shares; 2025Q1: 1,258 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,513 shares; 2026Q1: 1,270 shares 1,270 $200K 0.02% -243 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 863 shares; 2025Q1: 870 shares; 2025Q2: 864 shares; 2025Q3: 868 shares; 2025Q4: 699 shares; 2026Q1: 920 shares 920 $200K 0.02% +221 Timeline ISCF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,690 shares 4,690 $196K 0.02% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,407 shares; 2025Q1: 1,345 shares; 2025Q2: 1,340 shares; 2025Q3: 1,330 shares; 2025Q4: 1,040 shares; 2026Q1: 998 shares 998 $196K 0.02% -42 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 398 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 530 shares; 2025Q4: 730 shares; 2026Q1: 668 shares 668 $195K 0.02% -62 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: restricted; 2024Q4: 2,918 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,397 shares; 2025Q4: 3,597 shares; 2026Q1: 3,450 shares 3,450 $194K 0.02% -147 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 1,297 shares; 2026Q1: 1,194 shares 1,194 $193K 0.02% -103 Timeline ILCG 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: restricted; 2024Q4: 2,250 shares; 2025Q1: 2,300 shares; 2025Q2: 2,325 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,020 shares 2,020 $193K 0.02% -300 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 853 shares; 2025Q4: 936 shares; 2026Q1: 888 shares 888 $192K 0.02% -48 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: restricted; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 415 shares; 2025Q4: 476 shares; 2026Q1: 428 shares 428 $190K 0.01% -48 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,802 shares; 2025Q1: 1,802 shares; 2025Q2: 2,045 shares; 2025Q3: 1,802 shares; 2025Q4: 2,847 shares; 2026Q1: 2,578 shares 2,578 $188K 0.01% -269 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 5,606 shares 5,606 $187K 0.01% +5,578 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,979 shares; 2025Q3: 4,175 shares; 2025Q4: 6,915 shares; 2026Q1: 6,450 shares 6,450 $186K 0.01% -465 Timeline MLRG 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: restricted; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 2,064 shares 2,064 $185K 0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares 1,900 $185K 0.01% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $183K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,453 shares; 2025Q1: 1,303 shares; 2025Q2: 1,154 shares; 2025Q3: 1,049 shares; 2025Q4: 1,087 shares; 2026Q1: 972 shares 972 $181K 0.01% -115 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,990 shares; 2026Q1: 4,990 shares 4,990 $179K 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: restricted; 2024Q4: 2,592 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 1,730 shares; 2025Q4: 1,802 shares; 2026Q1: 1,232 shares 1,232 $179K 0.01% -570 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 223 shares; 2025Q4: 345 shares; 2026Q1: 359 shares 359 $178K 0.01% +14 Timeline MINT 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: restricted; 2024Q4: 180 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares 1,769 $178K 0.01% 0 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 261 shares; 2025Q1: 301 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 2,602 shares; 2026Q1: 2,373 shares 2,373 $177K 0.01% -229 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,600 shares; 2025Q1: 38,600 shares; 2025Q2: 37,600 shares; 2025Q3: 24,600 shares; 2025Q4: 24,600 shares; 2026Q1: 19,600 shares 19,600 $176K 0.01% -5,000 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,735 shares; 2025Q1: 4,730 shares; 2025Q2: 3,740 shares; 2025Q3: 3,342 shares; 2025Q4: 3,240 shares; 2026Q1: 2,915 shares 2,915 $175K 0.01% -325 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 892 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,079 shares 1,079 $175K 0.01% +37 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 942 shares; 2025Q1: 6,168 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,175 shares; 2026Q1: 4,295 shares 4,295 $173K 0.01% -1,880 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 110 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 981 shares; 2026Q1: 617 shares 617 $171K 0.01% -364 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: restricted; 2024Q4: 4,294 shares; 2025Q1: 4,280 shares; 2025Q2: 3,873 shares; 2025Q3: 3,998 shares; 2025Q4: 4,203 shares; 2026Q1: 3,472 shares 3,472 $171K 0.01% -731 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 428 shares 428 $171K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,100 shares 9,100 $170K 0.01% new 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: restricted; 2024Q4: 988 shares; 2025Q1: 1,018 shares; 2025Q2: 1,020 shares; 2025Q3: 1,118 shares; 2025Q4: 2,030 shares; 2026Q1: 2,022 shares 2,022 $169K 0.01% -8 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,259 shares; 2025Q1: 2,211 shares; 2025Q2: 5,401 shares; 2025Q3: 3,151 shares; 2025Q4: 3,151 shares; 2026Q1: 3,151 shares 3,151 $168K 0.01% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 3,520 shares; 2026Q1: 3,576 shares 3,576 $168K 0.01% +56 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: restricted; 2024Q4: 896 shares; 2025Q1: 586 shares; 2025Q2: 556 shares; 2025Q3: 634 shares; 2025Q4: 808 shares; 2026Q1: 686 shares 686 $167K 0.01% -122 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,957 shares; 2025Q1: 9,385 shares; 2025Q2: 10,198 shares; 2025Q3: 10,261 shares; 2025Q4: 10,210 shares; 2026Q1: 2,619 shares 2,619 $164K 0.01% -7,591 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares; 2025Q4: 17,737 shares; 2026Q1: 12,107 shares 12,107 $164K 0.01% -5,630 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 72 shares; 2025Q4: 67 shares; 2026Q1: 3,987 shares 3,987 $162K 0.01% +3,920 Timeline RSPH 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: restricted; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $160K 0.01% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,230 shares 3,230 $160K 0.01% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $159K 0.01% new 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: restricted; 2024Q4: 6,948 shares; 2025Q1: 2,257 shares; 2025Q2: 2,414 shares; 2025Q3: 1,649 shares; 2025Q4: 3,984 shares; 2026Q1: 3,102 shares 3,102 $157K 0.01% -882 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $157K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 435 shares; 2025Q4: 460 shares; 2026Q1: 443 shares 443 $157K 0.01% -17 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,121 shares; 2025Q1: 66,996 shares; 2025Q2: 67,021 shares; 2025Q3: 67,021 shares; 2025Q4: 67,297 shares; 2026Q1: 1,248 shares 1,248 $157K 0.01% -66,049 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 1,070 shares; 2026Q1: 1,096 shares 1,096 $157K 0.01% +26 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares 425 $156K 0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $156K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 751 shares; 2025Q3: 737 shares; 2025Q4: 726 shares; 2026Q1: 736 shares 736 $156K 0.01% +10 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,540 shares; 2025Q1: 4,730 shares; 2025Q2: 4,730 shares; 2025Q3: 4,730 shares; 2025Q4: 5,291 shares; 2026Q1: 4,611 shares 4,611 $155K 0.01% -680 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,624 shares; 2026Q1: 3,624 shares 3,624 $154K 0.01% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $154K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,654 shares; 2026Q1: 1,704 shares 1,704 $154K 0.01% +50 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,974 shares; 2025Q1: 2,588 shares; 2025Q2: 3,050 shares; 2025Q3: 3,449 shares; 2025Q4: 2,535 shares; 2026Q1: 1,392 shares 1,392 $153K 0.01% -1,143 Timeline BILZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $151K 0.01% new 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: restricted; 2024Q4: 1,762 shares; 2025Q1: 1,762 shares; 2025Q2: 1,762 shares; 2025Q3: 1,817 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $149K 0.01% 0 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: restricted; 2024Q4: 2,387 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,162 shares; 2025Q4: 1,812 shares; 2026Q1: 1,750 shares 1,750 $149K 0.01% -62 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 454 shares; 2025Q3: 528 shares; 2025Q4: 454 shares; 2026Q1: 429 shares 429 $148K 0.01% -25 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,550 shares; 2025Q1: 7,550 shares; 2025Q2: 14,500 shares; 2025Q3: 16,550 shares; 2025Q4: 16,550 shares; 2026Q1: 21,550 shares 21,550 $148K 0.01% +5,000 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $145K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,114 shares; 2025Q2: 482 shares; 2025Q3: 452 shares; 2025Q4: 2,145 shares; 2026Q1: 854 shares 854 $140K 0.01% -1,291 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,964 shares; 2025Q1: 1,959 shares; 2025Q2: 2,127 shares; 2025Q3: 2,005 shares; 2025Q4: 2,677 shares; 2026Q1: 2,691 shares 2,691 $140K 0.01% +14 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,780 shares 4,780 $139K 0.01% +19 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,450 shares; 2025Q1: 1,000 shares; 2025Q2: 800 shares; 2025Q3: 932 shares; 2025Q4: 1,031 shares; 2026Q1: 900 shares 900 $137K 0.01% -131 Timeline RSPT 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: restricted; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares 3,030 $137K 0.01% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares 4,713 $137K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 2,035 shares; 2025Q2: 1,975 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 775 shares 775 $136K 0.01% -950 Timeline AOA 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: restricted; 2024Q4: 871 shares; 2025Q1: 1,234 shares; 2025Q2: 1,158 shares; 2025Q3: 1,160 shares; 2025Q4: 1,613 shares; 2026Q1: 1,531 shares 1,531 $136K 0.01% -82 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares 4,652 $133K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 534 shares; 2025Q4: 660 shares; 2026Q1: 615 shares 615 $132K 0.01% -45 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $132K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 506 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 598 shares; 2025Q4: 1,635 shares; 2026Q1: 1,743 shares 1,743 $131K 0.01% +108 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 973 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 600 shares 600 $131K 0.01% -123 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,977 shares; 2025Q1: 1,977 shares; 2025Q2: 1,977 shares; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares; 2026Q1: 1,977 shares 1,977 $129K 0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 577 shares; 2025Q1: 543 shares; 2025Q2: 2,091 shares; 2025Q3: 2,692 shares; 2025Q4: 2,765 shares; 2026Q1: 2,175 shares 2,175 $127K 0.01% -590 Timeline IBDW 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: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: 5,981 shares 5,981 $125K 0.01% +2,916 Timeline FBT 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: restricted; 2024Q4: 665 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $124K 0.01% 0 Timeline VSS 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: restricted; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 839 shares 839 $122K 0.01% +316 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $120K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,329 shares; 2025Q1: 2,786 shares; 2025Q2: 741 shares; 2025Q3: 782 shares; 2025Q4: 784 shares; 2026Q1: 763 shares 763 $120K 0.01% -21 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,038 shares 1,038 $120K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,183 shares; 2025Q1: 2,183 shares; 2025Q2: 1,763 shares; 2025Q3: 1,652 shares; 2025Q4: 1,652 shares; 2026Q1: 1,676 shares 1,676 $120K 0.01% +24 Timeline IXG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares 1,045 $119K 0.01% 0 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: restricted; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares 1,265 $117K 0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 1,681 shares; 2025Q4: 1,736 shares; 2026Q1: 3,536 shares 3,536 $117K 0.01% +1,800 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: restricted; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 104 shares; 2025Q3: 203 shares; 2025Q4: 300 shares; 2026Q1: 429 shares 429 $116K 0.01% +129 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,211 shares; 2025Q1: 6,504 shares; 2025Q2: 6,504 shares; 2025Q3: 6,504 shares; 2025Q4: 6,504 shares; 2026Q1: 1,211 shares 1,211 $116K 0.01% -5,293 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,163 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares 3,163 $115K 0.01% 0 Timeline IYJ 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: restricted; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $114K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,709 shares; 2025Q4: 2,509 shares; 2026Q1: 2,509 shares 2,509 $114K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,455 shares; 2025Q1: 3,755 shares; 2025Q2: 2,950 shares; 2025Q3: 3,600 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $114K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,655 shares; 2025Q1: 1,628 shares; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,546 shares; 2026Q1: 1,475 shares 1,475 $114K 0.01% -71 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,632 shares; 2025Q4: 1,667 shares; 2026Q1: 1,780 shares 1,780 $113K 0.01% +113 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: restricted; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 650 shares; 2026Q1: 765 shares 765 $112K 0.01% +115 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 496 shares; 2026Q1: 350 shares 350 $111K 0.01% -146 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: restricted; 2024Q4: 31 shares; 2025Q1: 302 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 285 shares; 2026Q1: 266 shares 266 $111K 0.01% -19 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: restricted; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 7,965 shares; 2025Q3: 8,013 shares; 2025Q4: 7,843 shares; 2026Q1: 1,178 shares 1,178 $111K 0.01% -6,665 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 530 shares 530 $109K 0.01% +383 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,078 shares; 2026Q1: 1,034 shares 1,034 $109K 0.01% -44 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,200 shares; 2025Q1: 4,851 shares; 2025Q2: 4,119 shares; 2025Q3: 2,113 shares; 2025Q4: 744 shares; 2026Q1: 709 shares 709 $109K 0.01% -35 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 514 shares; 2026Q1: 514 shares 514 $107K 0.01% 0 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,998 shares; 2025Q4: 3,998 shares; 2026Q1: 3,998 shares 3,998 $107K 0.01% 0 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares 4,190 $106K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 613 shares; 2025Q4: 593 shares; 2026Q1: 577 shares 577 $105K 0.01% -16 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $103K 0.01% new Timeline