TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,698 shares; 2024Q4: 11,140 shares; 2025Q1: 22,055,547 shares; 2025Q2: 33,390,327 shares; 2025Q3: 37,696,690 shares; 2025Q4: 44,951,773 shares; 2026Q1: 45,956,714 shares 45,956,714 $1.38B 9.39% +1,004,941 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,157,710 shares; 2024Q4: 1,169,625 shares; 2025Q1: 1,212,485 shares; 2025Q2: 1,342,169 shares; 2025Q3: 1,428,607 shares; 2025Q4: 1,468,863 shares; 2026Q1: 2,166,073 shares 2,166,073 $941M 6.38% +697,210 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: 767,257 shares; 2024Q4: 764,672 shares; 2025Q1: 803,032 shares; 2025Q2: 792,974 shares; 2025Q3: 1,560,215 shares; 2025Q4: 1,578,043 shares; 2026Q1: 2,482,119 shares 2,482,119 $714M 4.84% +904,076 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: 488,509 shares; 2024Q4: 476,484 shares; 2025Q1: 463,790 shares; 2025Q2: 461,063 shares; 2025Q3: 1,560,819 shares; 2025Q4: 1,769,941 shares; 2026Q1: 4,077,941 shares 4,077,941 $711M 4.82% +2,308,000 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: 624,531 shares; 2024Q4: 626,881 shares; 2025Q1: 625,875 shares; 2025Q2: 346,027 shares; 2025Q3: 354,218 shares; 2025Q4: 355,716 shares; 2026Q1: 2,320,981 shares 2,320,981 $589M 3.99% +1,965,265 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: 14,985 shares; 2024Q4: 5,158 shares; 2025Q1: 286,614 shares; 2025Q2: 298,653 shares; 2025Q3: 574,878 shares; 2025Q4: 568,062 shares; 2026Q1: 1,356,359 shares 1,356,359 $502M 3.41% +788,297 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: 1,246,701 shares; 2024Q4: 621,543 shares; 2025Q1: 621,512 shares; 2025Q2: 623,088 shares; 2025Q3: 628,152 shares; 2025Q4: 75,364 shares; 2026Q1: 2,931,874 shares 2,931,874 $474M 3.22% +2,856,510 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: 1,900 shares; 2024Q4: not reported; 2025Q1: 421,680 shares; 2025Q2: 440,838 shares; 2025Q3: 1,198,764 shares; 2025Q4: 1,206,849 shares; 2026Q1: 1,390,459 shares 1,390,459 $471M 3.19% +183,610 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: 6,833,801 shares; 2024Q4: 6,834,131 shares; 2025Q1: 6,834,694 shares; 2025Q2: 4,544,694 shares; 2025Q3: 4,544,331 shares; 2025Q4: 6,239,139 shares; 2026Q1: 8,938,139 shares 8,938,139 $454M 3.08% +2,699,000 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: 12,705 shares; 2024Q4: 1,490 shares; 2025Q1: 152,333 shares; 2025Q2: 144,969 shares; 2025Q3: 159,639 shares; 2025Q4: 156,476 shares; 2026Q1: 2,761,909 shares 2,761,909 $443M 3% +2,605,433 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: 2,909,369 shares; 2024Q4: 2,908,109 shares; 2025Q1: 2,910,865 shares; 2025Q2: 2,056,721 shares; 2025Q3: 3,148,378 shares; 2025Q4: 4,224,401 shares; 2026Q1: 2,838,549 shares 2,838,549 $416M 2.82% -1,385,852 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: 584,326 shares; 2024Q4: 581,765 shares; 2025Q1: 616,511 shares; 2025Q2: 617,777 shares; 2025Q3: 1,296,440 shares; 2025Q4: 1,298,444 shares; 2026Q1: 1,951,562 shares 1,951,562 $406M 2.76% +653,118 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: 23,400 shares; 2024Q4: 25,268 shares; 2025Q1: 36,109 shares; 2025Q2: 92,758 shares; 2025Q3: 170,422 shares; 2025Q4: 181,970 shares; 2026Q1: 669,977 shares 669,977 $383M 2.6% +488,007 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,899,897 shares; 2024Q4: 3,544,897 shares; 2025Q1: 2,318,330 shares; 2025Q2: 2,318,330 shares; 2025Q3: 2,318,130 shares; 2025Q4: 2,318,130 shares; 2026Q1: 1,989,929 shares 1,989,929 $349M 2.37% -328,201 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882,165 shares; 2024Q4: 963,874 shares; 2025Q1: 980,074 shares; 2025Q2: 942,074 shares; 2025Q3: 1,061,139 shares; 2025Q4: 1,665,236 shares; 2026Q1: 2,302,009 shares 2,302,009 $349M 2.37% +636,773 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 1,850,265 shares; 2026Q1: 4,645,365 shares 4,645,365 $329M 2.23% +2,795,100 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000,000 shares; 2026Q1: 3,000,000 shares 3,000,000 $301M 2.04% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 640,000 shares; 2025Q2: 640,000 shares; 2025Q3: 640,000 shares; 2025Q4: 1,178,736 shares; 2026Q1: 1,810,236 shares 1,810,236 $297M 2.02% +631,500 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,560 shares; 2024Q4: 22,560 shares; 2025Q1: 21,283 shares; 2025Q2: 10,883 shares; 2025Q3: 10,883 shares; 2025Q4: 88,075 shares; 2026Q1: 269,599 shares 269,599 $229M 1.55% +181,524 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: 96,373 shares; 2024Q4: 79,582 shares; 2025Q1: 161,788 shares; 2025Q2: 157,839 shares; 2025Q3: 461,172 shares; 2025Q4: 456,410 shares; 2026Q1: 736,534 shares 736,534 $228M 1.55% +280,124 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,025,192 shares; 2025Q2: 2,484,280 shares; 2025Q3: 2,706,109 shares; 2025Q4: 2,990,672 shares; 2026Q1: 3,145,739 shares 3,145,739 $214M 1.45% +155,067 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: 163,993 shares; 2024Q4: 674,791 shares; 2025Q1: 726,684 shares; 2025Q2: 719,548 shares; 2025Q3: 739,730 shares; 2025Q4: 336,862 shares; 2026Q1: 305,172 shares 305,172 $213M 1.44% -31,690 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,462 shares; 2024Q4: 343,206 shares; 2025Q1: 356,017 shares; 2025Q2: 380,768 shares; 2025Q3: 463,472 shares; 2025Q4: 1,198,897 shares; 2026Q1: 534,268 shares 534,268 $205M 1.39% -664,629 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022,706 shares; 2024Q4: 1,705,408 shares; 2025Q1: 2,183,259 shares; 2025Q2: 2,000,895 shares; 2025Q3: 2,149,498 shares; 2025Q4: 2,908,013 shares; 2026Q1: 1,416,839 shares 1,416,839 $188M 1.28% -1,491,174 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: 501 shares; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 2,436 shares; 2025Q3: 5,460 shares; 2025Q4: 458,526 shares; 2026Q1: 662,739 shares 662,739 $188M 1.28% +204,213 Timeline ENLT ENLIGHT RENEWABLE ENERGY LTD More: the full row for ENLIGHT RENEWABLE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619,180 shares; 2024Q4: 2,619,180 shares; 2025Q1: 2,619,180 shares; 2025Q2: 2,619,180 shares; 2025Q3: 2,722,610 shares; 2025Q4: 2,722,610 shares; 2026Q1: 2,701,148 shares 2,701,148 $184M 1.25% -21,462 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800,000 shares; 2026Q1: 3,953,000 shares 3,953,000 $177M 1.2% +1,153,000 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: 230 shares; 2024Q4: 219 shares; 2025Q1: 3,501 shares; 2025Q2: 3,335 shares; 2025Q3: 190,935 shares; 2025Q4: 662,603 shares; 2026Q1: 1,171,833 shares 1,171,833 $177M 1.2% +509,230 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 770,000 shares; 2026Q1: 2,290,355 shares 2,290,355 $175M 1.19% +1,520,355 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: 817 shares; 2024Q4: 386 shares; 2025Q1: 81 shares; 2025Q2: 236 shares; 2025Q3: 198 shares; 2025Q4: 158,372 shares; 2026Q1: 201,115 shares 201,115 $170M 1.15% +42,743 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 598 shares; 2025Q1: 391,779 shares; 2025Q2: 391,475 shares; 2025Q3: 392,575 shares; 2025Q4: 721,851 shares; 2026Q1: 722,086 shares 722,086 $163M 1.11% +235 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,266 shares; 2024Q4: 16,172 shares; 2025Q1: 15,466 shares; 2025Q2: 15,211 shares; 2025Q3: 303,821 shares; 2025Q4: 1,049,784 shares; 2026Q1: 1,328,431 shares 1,328,431 $157M 1.06% +278,647 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,610 shares; 2025Q2: 21,914 shares; 2025Q3: 13,610 shares; 2025Q4: 11,800 shares; 2026Q1: 732,364 shares 732,364 $157M 1.06% +720,564 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: 7,164 shares; 2024Q4: 7,145 shares; 2025Q1: 5,829 shares; 2025Q2: 5,824 shares; 2025Q3: 5,800 shares; 2025Q4: 6,100 shares; 2026Q1: 154,450 shares 154,450 $154M 1.04% +148,350 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: 18,091 shares; 2024Q4: 4,998 shares; 2025Q1: 65,913 shares; 2025Q2: 54,721 shares; 2025Q3: 63,782 shares; 2025Q4: 78,587 shares; 2026Q1: 1,141,116 shares 1,141,116 $142M 0.96% +1,062,529 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: 67,124 shares; 2024Q4: 67,085 shares; 2025Q1: 481,155 shares; 2025Q2: 481,594 shares; 2025Q3: 484,610 shares; 2025Q4: 2,480,601 shares; 2026Q1: 1,246,345 shares 1,246,345 $136M 0.92% -1,234,256 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 49 shares; 2025Q1: 3,042 shares; 2025Q2: 3,000 shares; 2025Q3: 164,900 shares; 2025Q4: 354,720 shares; 2026Q1: 549,970 shares 549,970 $135M 0.91% +195,250 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 350 shares; 2025Q1: 956,233 shares; 2025Q2: 865,280 shares; 2025Q3: 865,280 shares; 2025Q4: 865,280 shares; 2026Q1: 1,147,863 shares 1,147,863 $128M 0.87% +282,583 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: 1,250 shares; 2024Q4: not reported; 2025Q1: 638,809 shares; 2025Q2: 638,809 shares; 2025Q3: 646,979 shares; 2025Q4: 880,059 shares; 2026Q1: 1,028,172 shares 1,028,172 $113M 0.77% +148,113 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,316,435 shares; 2025Q2: 1,593,101 shares; 2025Q3: 1,837,118 shares; 2025Q4: 939,199 shares; 2026Q1: 1,058,741 shares 1,058,741 $103M 0.7% +119,542 Timeline XME 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: 935,500 shares; 2024Q4: 935,500 shares; 2025Q1: 935,500 shares; 2025Q2: 935,500 shares; 2025Q3: 921,500 shares; 2025Q4: 921,500 shares; 2026Q1: 814,000 shares 814,000 $87.9M 0.6% -107,500 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: 2,234 shares; 2024Q4: 149,974 shares; 2025Q1: 257,378 shares; 2025Q2: 277,803 shares; 2025Q3: 280,266 shares; 2025Q4: 283,211 shares; 2026Q1: 592,338 shares 592,338 $87.1M 0.59% +309,127 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,503 shares; 2024Q4: 499,503 shares; 2025Q1: 573,394 shares; 2025Q2: 1,253,732 shares; 2025Q3: 1,550,667 shares; 2025Q4: 2,041,555 shares; 2026Q1: 2,041,555 shares 2,041,555 $63M 0.43% 0 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,227,898 shares; 2026Q1: 1,988,552 shares 1,988,552 $59.7M 0.4% +760,654 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: 380,832 shares; 2025Q2: 376,954 shares; 2025Q3: 678,965 shares; 2025Q4: 578,965 shares; 2026Q1: 578,965 shares 578,965 $57.3M 0.39% 0 Timeline SOLAREDGE TECHNOLOGIES INC SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000,000 shares; 2025Q4: 31,200,000 shares; 2026Q1: 31,200,000 shares 31,200,000 $54.5M 0.37% 0 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: 68,331 shares; 2024Q4: 68,859 shares; 2025Q1: 66,954 shares; 2025Q2: 116,365 shares; 2025Q3: 134,395 shares; 2025Q4: 74,859 shares; 2026Q1: 79,580 shares 79,580 $51.8M 0.35% +4,721 Timeline RSPD 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: 1,878,902 shares; 2024Q4: 1,999,771 shares; 2025Q1: 507,341 shares; 2025Q2: 645,873 shares; 2025Q3: 720,557 shares; 2025Q4: 824,352 shares; 2026Q1: 871,842 shares 871,842 $46.7M 0.32% +47,490 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: 67,574 shares; 2024Q4: 67,614 shares; 2025Q1: 66,841 shares; 2025Q2: 70,965 shares; 2025Q3: 72,980 shares; 2025Q4: 68,947 shares; 2026Q1: 75,513 shares 75,513 $43.6M 0.3% +6,566 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: not reported; 2024Q4: not reported; 2025Q1: 14,045 shares; 2025Q2: 14,045 shares; 2025Q3: 16,809 shares; 2025Q4: 16,809 shares; 2026Q1: 216,309 shares 216,309 $42.4M 0.29% +199,500 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510,913 shares; 2024Q4: 3,510,913 shares; 2025Q1: 3,478,513 shares; 2025Q2: 3,478,513 shares; 2025Q3: 3,478,513 shares; 2025Q4: 3,478,513 shares; 2026Q1: 3,478,513 shares 3,478,513 $34.8M 0.24% 0 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: 4,050,269 shares; 2024Q4: 2,329,763 shares; 2025Q1: 2,330,103 shares; 2025Q2: 2,326,429 shares; 2025Q3: 1,741,112 shares; 2025Q4: 6,215,695 shares; 2026Q1: 675,005 shares 675,005 $31M 0.21% -5,540,690 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: 420,897 shares; 2024Q4: 441,079 shares; 2025Q1: 452,719 shares; 2025Q2: 344,305 shares; 2025Q3: 358,872 shares; 2025Q4: 99,604 shares; 2026Q1: 142,746 shares 142,746 $27.5M 0.19% +43,142 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: 7,918 shares; 2024Q4: 12,390 shares; 2025Q1: 107,423 shares; 2025Q2: 113,254 shares; 2025Q3: 36,003 shares; 2025Q4: 31,222 shares; 2026Q1: 44,104 shares 44,104 $26.7M 0.18% +12,882 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,904 shares; 2025Q1: 6,053 shares; 2025Q2: not reported; 2025Q3: 2,880,333 shares; 2025Q4: 2,880,333 shares; 2026Q1: 3,585,733 shares 3,585,733 $24.6M 0.17% +705,400 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: 47 shares; 2024Q4: 47 shares; 2025Q1: 515 shares; 2025Q2: 1,793 shares; 2025Q3: 777 shares; 2025Q4: 88,509 shares; 2026Q1: 123,681 shares 123,681 $24.6M 0.17% +35,172 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: 153,777 shares; 2024Q4: 154,806 shares; 2025Q1: 116,864 shares; 2025Q2: 119,378 shares; 2025Q3: 128,414 shares; 2025Q4: 128,526 shares; 2026Q1: 285,045 shares 285,045 $24.1M 0.16% +156,519 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 2,022 shares; 2025Q1: 83,012 shares; 2025Q2: 108,812 shares; 2025Q3: 491,509 shares; 2025Q4: 380,613 shares; 2026Q1: 735,613 shares 735,613 $24M 0.16% +355,000 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,835 shares; 2024Q4: 25,069 shares; 2025Q1: 25,069 shares; 2025Q2: 25,679 shares; 2025Q3: 21,970 shares; 2025Q4: 21,943 shares; 2026Q1: 137,735 shares 137,735 $21.8M 0.15% +115,792 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,000 shares; 2024Q4: 380,000 shares; 2025Q1: 380,000 shares; 2025Q2: 380,000 shares; 2025Q3: 380,000 shares; 2025Q4: 380,000 shares; 2026Q1: 380,000 shares 380,000 $21.3M 0.14% 0 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: 13,938 shares; 2024Q4: 13,938 shares; 2025Q1: 13,938 shares; 2025Q2: 276,738 shares; 2025Q3: 320,238 shares; 2025Q4: 320,238 shares; 2026Q1: 257,145 shares 257,145 $19.3M 0.13% -63,093 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: 7,176 shares; 2024Q4: 11,000 shares; 2025Q1: 114,909 shares; 2025Q2: 78,532 shares; 2025Q3: 81,747 shares; 2025Q4: 19,213 shares; 2026Q1: 27,129 shares 27,129 $18.5M 0.13% +7,916 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: 12,542 shares; 2024Q4: 20,770 shares; 2025Q1: 28,103 shares; 2025Q2: 34,820 shares; 2025Q3: 41,120 shares; 2025Q4: 36,365 shares; 2026Q1: 50,839 shares 50,839 $17.4M 0.12% +14,474 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,289 shares; 2024Q4: 30,673 shares; 2025Q1: 42,102 shares; 2025Q2: 52,473 shares; 2025Q3: 62,434 shares; 2025Q4: 54,129 shares; 2026Q1: 75,014 shares 75,014 $17.3M 0.12% +20,885 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: not reported; 2024Q4: not reported; 2025Q1: 317,050 shares; 2025Q2: 318,275 shares; 2025Q3: 297,134 shares; 2025Q4: 297,134 shares; 2026Q1: 128,217 shares 128,217 $14M 0.09% -168,917 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 55,600 shares 55,600 $13.2M 0.09% +43,800 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: 2,734 shares; 2024Q4: 4,245 shares; 2025Q1: 5,830 shares; 2025Q2: 7,287 shares; 2025Q3: 9,206 shares; 2025Q4: 7,581 shares; 2026Q1: 10,566 shares 10,566 $12.2M 0.08% +2,985 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: 9,430 shares; 2024Q4: 14,320 shares; 2025Q1: 19,513 shares; 2025Q2: 24,253 shares; 2025Q3: 28,600 shares; 2025Q4: 25,182 shares; 2026Q1: 34,946 shares 34,946 $12.1M 0.08% +9,764 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: 92,054 shares; 2024Q4: 82,883 shares; 2025Q1: 85,983 shares; 2025Q2: 80,909 shares; 2025Q3: 88,370 shares; 2025Q4: 40,060 shares; 2026Q1: 41,530 shares 41,530 $11.9M 0.08% +1,470 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: not reported; 2024Q4: not reported; 2025Q1: 818 shares; 2025Q2: 980 shares; 2025Q3: 546 shares; 2025Q4: 41 shares; 2026Q1: 16,135 shares 16,135 $11.4M 0.08% +16,094 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,460 shares; 2025Q1: 108,460 shares; 2025Q2: 112,260 shares; 2025Q3: 112,260 shares; 2025Q4: 391,770 shares; 2026Q1: 391,770 shares 391,770 $10.3M 0.07% 0 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: 19,483 shares; 2024Q4: 18,944 shares; 2025Q1: 21,251 shares; 2025Q2: 18,738 shares; 2025Q3: 19,486 shares; 2025Q4: 51,976 shares; 2026Q1: 60,019 shares 60,019 $10.2M 0.07% +8,043 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: 13,554 shares; 2024Q4: 10,662 shares; 2025Q1: 12,903 shares; 2025Q2: 12,036 shares; 2025Q3: 11,719 shares; 2025Q4: 11,456 shares; 2026Q1: 27,246 shares 27,246 $10.1M 0.07% +15,790 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,148 shares; 2025Q3: 94,722 shares; 2025Q4: 80,260 shares; 2026Q1: 112,499 shares 112,499 $9.42M 0.06% +32,239 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,521 shares; 2024Q4: 185,205 shares; 2025Q1: 194,709 shares; 2025Q2: 210,235 shares; 2025Q3: 175,178 shares; 2025Q4: 280,323 shares; 2026Q1: 248,716 shares 248,716 $9.25M 0.06% -31,607 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 977 shares; 2025Q1: 1,349 shares; 2025Q2: 11,446 shares; 2025Q3: 20,425 shares; 2025Q4: 22,983 shares; 2026Q1: 30,799 shares 30,799 $8.91M 0.06% +7,816 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: 3,445 shares; 2024Q4: 270 shares; 2025Q1: 12,773 shares; 2025Q2: 8,613 shares; 2025Q3: 8,485 shares; 2025Q4: 35,115 shares; 2026Q1: 41,778 shares 41,778 $8.64M 0.06% +6,663 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: 2,165,516 shares; 2024Q4: 2,164,882 shares; 2025Q1: 2,164,752 shares; 2025Q2: 2,162,692 shares; 2025Q3: 2,190,495 shares; 2025Q4: 307,160 shares; 2026Q1: 140,786 shares 140,786 $8.33M 0.06% -166,374 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: 154,050 shares; 2024Q4: 160,086 shares; 2025Q1: 155,777 shares; 2025Q2: 156,137 shares; 2025Q3: 156,966 shares; 2025Q4: 29,528 shares; 2026Q1: 27,341 shares 27,341 $8.26M 0.06% -2,187 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 65 shares; 2025Q1: 369 shares; 2025Q2: 517 shares; 2025Q3: not reported; 2025Q4: 38,311 shares; 2026Q1: 32,993 shares 32,993 $8.19M 0.06% -5,318 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: 14,050 shares; 2024Q4: not reported; 2025Q1: 13,744 shares; 2025Q2: 13,799 shares; 2025Q3: 10,764 shares; 2025Q4: 8,000 shares; 2026Q1: 24,232 shares 24,232 $8.19M 0.06% +16,232 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,807 shares; 2024Q4: 14,918 shares; 2025Q1: 14,574 shares; 2025Q2: 13,383 shares; 2025Q3: 10,706 shares; 2025Q4: 13,004 shares; 2026Q1: 11,039 shares 11,039 $8.15M 0.06% -1,965 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: 33,541 shares; 2024Q4: 44,786 shares; 2025Q1: 45,286 shares; 2025Q2: 37,733 shares; 2025Q3: 32,604 shares; 2025Q4: 50,036 shares; 2026Q1: 47,775 shares 47,775 $8.12M 0.06% -2,261 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 10,685 shares; 2025Q1: 9,975 shares; 2025Q2: 8,926 shares; 2025Q3: 7,933 shares; 2025Q4: 10,097 shares; 2026Q1: 9,288 shares 9,288 $8.04M 0.05% -809 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: 772 shares; 2024Q4: 772 shares; 2025Q1: 45,131 shares; 2025Q2: 39,895 shares; 2025Q3: 37,825 shares; 2025Q4: 36,792 shares; 2026Q1: 51,462 shares 51,462 $8M 0.05% +14,670 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: 6,984 shares; 2024Q4: 6,894 shares; 2025Q1: 15,042 shares; 2025Q2: 15,147 shares; 2025Q3: 22,619 shares; 2025Q4: 17,263 shares; 2026Q1: 12,737 shares 12,737 $7.55M 0.05% -4,526 Timeline FEZ 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: 156,208 shares; 2024Q4: 152,978 shares; 2025Q1: 175,678 shares; 2025Q2: 179,505 shares; 2025Q3: 112,927 shares; 2025Q4: 115,170 shares; 2026Q1: 121,558 shares 121,558 $7.55M 0.05% +6,388 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267 shares; 2025Q1: 858 shares; 2025Q2: 2,744 shares; 2025Q3: 2,898 shares; 2025Q4: 4,531 shares; 2026Q1: 4,327 shares 4,327 $7.48M 0.05% -204 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,768 shares; 2024Q4: not reported; 2025Q1: 51,215 shares; 2025Q2: 48,986 shares; 2025Q3: 56,370 shares; 2025Q4: 51,739 shares; 2026Q1: 74,549 shares 74,549 $7.46M 0.05% +22,810 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: 9,059 shares; 2024Q4: 62,788 shares; 2025Q1: 83,409 shares; 2025Q2: 36,225 shares; 2025Q3: 34,305 shares; 2025Q4: 35,516 shares; 2026Q1: 30,089 shares 30,089 $7.31M 0.05% -5,427 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: 9,982 shares; 2024Q4: 11,577 shares; 2025Q1: 11,242 shares; 2025Q2: 10,308 shares; 2025Q3: 14,513 shares; 2025Q4: 173,319 shares; 2026Q1: 24,545 shares 24,545 $7.22M 0.05% -148,774 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 204 shares; 2025Q1: 31,552 shares; 2025Q2: 33,477 shares; 2025Q3: 29,555 shares; 2025Q4: 21,639 shares; 2026Q1: 31,576 shares 31,576 $7.09M 0.05% +9,937 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,912 shares; 2025Q2: 12,402 shares; 2025Q3: 9,374 shares; 2025Q4: 20,009 shares; 2026Q1: 18,615 shares 18,615 $7.03M 0.05% -1,394 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,865 shares; 2025Q3: 73,746 shares; 2025Q4: 71,912 shares; 2026Q1: 106,167 shares 106,167 $6.82M 0.05% +34,255 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,819 shares; 2024Q4: 21,517 shares; 2025Q1: 19,812 shares; 2025Q2: 19,016 shares; 2025Q3: 16,911 shares; 2025Q4: 24,468 shares; 2026Q1: 21,640 shares 21,640 $6.8M 0.05% -2,828 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,859 shares; 2024Q4: 22,415 shares; 2025Q1: 29,561 shares; 2025Q2: 8,253 shares; 2025Q3: 8,596 shares; 2025Q4: 21,256 shares; 2026Q1: 24,068 shares 24,068 $6.76M 0.05% +2,812 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,133 shares; 2024Q4: 15,543 shares; 2025Q1: 16,393 shares; 2025Q2: 16,742 shares; 2025Q3: 11,510 shares; 2025Q4: 15,880 shares; 2026Q1: 14,071 shares 14,071 $6.76M 0.05% -1,809 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 5,867 shares; 2025Q1: 8,968 shares; 2025Q2: 10,925 shares; 2025Q3: 12,100 shares; 2025Q4: 10,723 shares; 2026Q1: 15,083 shares 15,083 $6.41M 0.04% +4,360 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: 61,822 shares; 2024Q4: 68,955 shares; 2025Q1: 67,885 shares; 2025Q2: 54,827 shares; 2025Q3: 59,135 shares; 2025Q4: 1,393,205 shares; 2026Q1: 122,490 shares 122,490 $5.97M 0.04% -1,270,715 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,437 shares; 2024Q4: 81,823 shares; 2025Q1: 109,255 shares; 2025Q2: 111,904 shares; 2025Q3: 94,499 shares; 2025Q4: 152,128 shares; 2026Q1: 154,021 shares 154,021 $5.85M 0.04% +1,893 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,470 shares; 2025Q2: 145,206 shares; 2025Q3: 118,354 shares; 2025Q4: 86,586 shares; 2026Q1: 137,302 shares 137,302 $5.84M 0.04% +50,716 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,924 shares; 2024Q4: 36,315 shares; 2025Q1: 34,210 shares; 2025Q2: 31,210 shares; 2025Q3: 27,713 shares; 2025Q4: 53,964 shares; 2026Q1: 51,476 shares 51,476 $5.56M 0.04% -2,488 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,231 shares; 2024Q4: 135 shares; 2025Q1: 90,429 shares; 2025Q2: 85,946 shares; 2025Q3: 75,416 shares; 2025Q4: 79,210 shares; 2026Q1: 115,884 shares 115,884 $5.49M 0.04% +36,674 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,970 shares; 2024Q4: 69,970 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000 $5.46M 0.04% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 10,545 shares; 2025Q1: 24,777 shares; 2025Q2: 29,917 shares; 2025Q3: 16,697 shares; 2025Q4: 52,837 shares; 2026Q1: 57,989 shares 57,989 $5.22M 0.04% +5,152 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 12,100 shares; 2025Q3: 23,420 shares; 2025Q4: not reported; 2026Q1: 47,000 shares 47,000 $5.22M 0.04% new Timeline SLQD 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: 230,229 shares; 2024Q4: 234,084 shares; 2025Q1: 186,171 shares; 2025Q2: 99,623 shares; 2025Q3: 99,276 shares; 2025Q4: 99,882 shares; 2026Q1: 102,652 shares 102,652 $5.18M 0.04% +2,770 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 424,384 shares; 2025Q1: 508,169 shares; 2025Q2: 434,463 shares; 2025Q3: 370,636 shares; 2025Q4: 411,345 shares; 2026Q1: 376,804 shares 376,804 $5.01M 0.03% -34,541 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: 65,954 shares; 2024Q4: 48,519 shares; 2025Q1: 71,949 shares; 2025Q2: 50,689 shares; 2025Q3: 31,639 shares; 2025Q4: 8,949 shares; 2026Q1: 25,741 shares 25,741 $4.93M 0.03% +16,792 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,554 shares; 2024Q4: 21,454 shares; 2025Q1: 64,917 shares; 2025Q2: 61,317 shares; 2025Q3: 40,007 shares; 2025Q4: 22,107 shares; 2026Q1: 34,207 shares 34,207 $4.73M 0.03% +12,100 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 2,865 shares; 2025Q1: 3,915 shares; 2025Q2: 4,889 shares; 2025Q3: 5,759 shares; 2025Q4: 4,964 shares; 2026Q1: 6,899 shares 6,899 $4.7M 0.03% +1,935 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 5,180 shares; 2025Q1: 10,080 shares; 2025Q2: 25,000 shares; 2025Q3: 57,552 shares; 2025Q4: 107,730 shares; 2026Q1: 151,181 shares 151,181 $4.22M 0.03% +43,451 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: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 38,500 shares; 2026Q1: 63,500 shares 63,500 $4.16M 0.03% +25,000 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,056 shares; 2025Q3: 83,280 shares; 2025Q4: 173,621 shares; 2026Q1: 175,402 shares 175,402 $4.09M 0.03% +1,781 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 6,500 shares; 2025Q1: 9,850 shares; 2025Q2: 13,080 shares; 2025Q3: 16,370 shares; 2025Q4: 11,640 shares; 2026Q1: 35,580 shares 35,580 $3.99M 0.03% +23,940 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,031 shares; 2024Q4: 296,033 shares; 2025Q1: 270,039 shares; 2025Q2: 248,527 shares; 2025Q3: 212,650 shares; 2025Q4: 218,773 shares; 2026Q1: 214,173 shares 214,173 $3.93M 0.03% -4,600 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 1,238 shares; 2025Q1: 39,914 shares; 2025Q2: 43,542 shares; 2025Q3: 41,430 shares; 2025Q4: 42,880 shares; 2026Q1: 47,103 shares 47,103 $3.89M 0.03% +4,223 Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,500 shares; 2025Q4: not reported; 2026Q1: 157,313 shares 157,313 $3.85M 0.03% new Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,400 shares; 2026Q1: 41,600 shares 41,600 $3.8M 0.03% +31,200 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 10,074 shares; 2025Q1: 13,636 shares; 2025Q2: 16,699 shares; 2025Q3: 19,612 shares; 2025Q4: 17,212 shares; 2026Q1: 23,649 shares 23,649 $3.68M 0.02% +6,437 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,539 shares; 2024Q4: 65,359 shares; 2025Q1: 59,692 shares; 2025Q2: 59,692 shares; 2025Q3: 62,246 shares; 2025Q4: 62,330 shares; 2026Q1: 68,065 shares 68,065 $3.56M 0.02% +5,735 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: 101,800 shares; 2024Q4: 38,130 shares; 2025Q1: 40,684 shares; 2025Q2: 35,566 shares; 2025Q3: 28,490 shares; 2025Q4: 34,922 shares; 2026Q1: 23,424 shares 23,424 $3.43M 0.02% -11,498 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,249 shares; 2025Q4: 52,249 shares; 2026Q1: 77,910 shares 77,910 $3.26M 0.02% +25,661 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 2,954 shares; 2025Q1: 4,068 shares; 2025Q2: 5,090 shares; 2025Q3: 5,998 shares; 2025Q4: 5,282 shares; 2026Q1: 7,343 shares 7,343 $2.79M 0.02% +2,061 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: 657 shares; 2024Q4: 727 shares; 2025Q1: 3,625 shares; 2025Q2: 3,998 shares; 2025Q3: 4,393 shares; 2025Q4: 55,606 shares; 2026Q1: 28,372 shares 28,372 $2.73M 0.02% -27,234 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: 1,621,500 shares; 2024Q4: 1,621,500 shares; 2025Q1: 1,621,500 shares; 2025Q2: 1,621,500 shares; 2025Q3: 1,621,500 shares; 2025Q4: 1,621,500 shares; 2026Q1: 66,000 shares 66,000 $2.69M 0.02% -1,555,500 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 10,060 shares; 2025Q1: 10,491 shares; 2025Q2: 14,842 shares; 2025Q3: 18,776 shares; 2025Q4: 25,489 shares; 2026Q1: 31,830 shares 31,830 $2.67M 0.02% +6,341 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,701 shares; 2024Q4: 61,938 shares; 2025Q1: 68,260 shares; 2025Q2: 90,084 shares; 2025Q3: 107,615 shares; 2025Q4: 132,832 shares; 2026Q1: 148,261 shares 148,261 $2.66M 0.02% +15,429 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: 971 shares; 2024Q4: 2,590 shares; 2025Q1: 4,103 shares; 2025Q2: 2,032 shares; 2025Q3: 9,463 shares; 2025Q4: 6,457 shares; 2026Q1: 5,539 shares 5,539 $2.65M 0.02% -918 Timeline EVX 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: 4,359 shares; 2024Q4: 4,255 shares; 2025Q1: 21,828 shares; 2025Q2: 29,478 shares; 2025Q3: 40,319 shares; 2025Q4: 55,660 shares; 2026Q1: 68,549 shares 68,549 $2.65M 0.02% +12,889 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,100 shares; 2025Q4: 40,976 shares; 2026Q1: 52,550 shares 52,550 $2.65M 0.02% +11,574 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 724 shares; 2025Q1: 67,592 shares; 2025Q2: 87,280 shares; 2025Q3: 105,403 shares; 2025Q4: 131,400 shares; 2026Q1: 144,045 shares 144,045 $2.63M 0.02% +12,645 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,506 shares; 2024Q4: 11,406 shares; 2025Q1: 15,889 shares; 2025Q2: 19,886 shares; 2025Q3: 25,802 shares; 2025Q4: 22,730 shares; 2026Q1: 34,942 shares 34,942 $2.46M 0.02% +12,212 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 3,857 shares; 2025Q2: 5,275 shares; 2025Q3: 12,670 shares; 2025Q4: 17,863 shares; 2026Q1: 23,188 shares 23,188 $2.39M 0.02% +5,325 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068,350 shares; 2024Q4: 2,069,611 shares; 2025Q1: 2,070,939 shares; 2025Q2: 926,074 shares; 2025Q3: 933,227 shares; 2025Q4: 933,568 shares; 2026Q1: 21,407 shares 21,407 $2.37M 0.02% -912,161 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,109 shares; 2024Q4: 19,962 shares; 2025Q1: 27,725 shares; 2025Q2: 34,516 shares; 2025Q3: 40,681 shares; 2025Q4: 35,814 shares; 2026Q1: 49,735 shares 49,735 $2.21M 0.02% +13,921 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: 19,426 shares; 2024Q4: 20,493 shares; 2025Q1: 24,465 shares; 2025Q2: 138,252 shares; 2025Q3: 134,202 shares; 2025Q4: 10,690 shares; 2026Q1: 10,593 shares 10,593 $2.15M 0.01% -97 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,151 shares; 2024Q4: 8,394 shares; 2025Q1: 14,455 shares; 2025Q2: 5,885 shares; 2025Q3: 6,785 shares; 2025Q4: 33,074 shares; 2026Q1: 16,650 shares 16,650 $2.1M 0.01% -16,424 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: 1,232 shares; 2024Q4: 93,467 shares; 2025Q1: 148,282 shares; 2025Q2: 148,574 shares; 2025Q3: 10,882 shares; 2025Q4: 11,507 shares; 2026Q1: 11,220 shares 11,220 $2.09M 0.01% -287 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,338 shares; 2025Q1: 13,338 shares; 2025Q2: 13,338 shares; 2025Q3: 13,338 shares; 2025Q4: 13,338 shares; 2026Q1: 42,114 shares 42,114 $2.04M 0.01% +28,776 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: 10,328,231 shares; 2024Q4: 10,327,698 shares; 2025Q1: 10,327,965 shares; 2025Q2: 11,403,681 shares; 2025Q3: 11,400,140 shares; 2025Q4: 45,049 shares; 2026Q1: 40,532 shares 40,532 $2M 0.01% -4,517 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,128 shares; 2026Q1: 41,748 shares 41,748 $1.79M 0.01% -16,380 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,640 shares; 2025Q1: 17,048 shares; 2025Q2: 15,521 shares; 2025Q3: 11,440 shares; 2025Q4: 15,540 shares; 2026Q1: 14,235 shares 14,235 $1.75M 0.01% -1,305 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 2,409 shares; 2025Q1: 3,411 shares; 2025Q2: 4,067 shares; 2025Q3: 4,853 shares; 2025Q4: 4,181 shares; 2026Q1: 5,949 shares 5,949 $1.74M 0.01% +1,768 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 2,129 shares; 2025Q1: 2,933 shares; 2025Q2: 5,920 shares; 2025Q3: 7,632 shares; 2025Q4: 6,722 shares; 2026Q1: 9,341 shares 9,341 $1.71M 0.01% +2,619 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: 659 shares; 2024Q4: 635 shares; 2025Q1: 643 shares; 2025Q2: 1,138 shares; 2025Q3: 1,972 shares; 2025Q4: 2,136 shares; 2026Q1: 2,104 shares 2,104 $1.63M 0.01% -32 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: 19,527 shares; 2024Q4: 19,320 shares; 2025Q1: 17,722 shares; 2025Q2: 18,395 shares; 2025Q3: 17,922 shares; 2025Q4: 10,783 shares; 2026Q1: 7,926 shares 7,926 $1.61M 0.01% -2,857 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 148 shares; 2025Q1: 7,194 shares; 2025Q2: 8,305 shares; 2025Q3: 5,853 shares; 2025Q4: 4,461 shares; 2026Q1: 7,562 shares 7,562 $1.49M 0.01% +3,101 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: 1,329 shares; 2024Q4: 518 shares; 2025Q1: 718 shares; 2025Q2: 591 shares; 2025Q3: 6,582 shares; 2025Q4: 2,487 shares; 2026Q1: 5,968 shares 5,968 $1.46M 0.01% +3,481 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,240 shares; 2025Q2: 20,189 shares; 2025Q3: 34,388 shares; 2025Q4: 49,500 shares; 2026Q1: 63,592 shares 63,592 $1.44M 0.01% +14,092 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: 3,420 shares; 2024Q4: 3,763 shares; 2025Q1: 3,434 shares; 2025Q2: 4,797 shares; 2025Q3: 6,544 shares; 2025Q4: 8,042 shares; 2026Q1: 9,074 shares 9,074 $1.39M 0.01% +1,032 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 9,620 shares; 2025Q1: 1,549,000 shares; 2025Q2: 1,636,987 shares; 2025Q3: 716,675 shares; 2025Q4: 54,695 shares; 2026Q1: 18,270 shares 18,270 $1.37M 0.01% -36,425 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: 9,501 shares; 2024Q4: 604 shares; 2025Q1: 19,994 shares; 2025Q2: 17,314 shares; 2025Q3: 14,133 shares; 2025Q4: 847 shares; 2026Q1: 8,823 shares 8,823 $1.35M 0.01% +7,976 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: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 1,632 shares; 2025Q3: 1,971 shares; 2025Q4: 1,708 shares; 2026Q1: 2,744 shares 2,744 $1.35M 0.01% +1,036 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,520 shares 8,520 $1.35M 0.01% new 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: 5,165 shares; 2024Q4: 906 shares; 2025Q1: 766 shares; 2025Q2: 1,270 shares; 2025Q3: 2,057 shares; 2025Q4: 2,436 shares; 2026Q1: 3,014 shares 3,014 $1.35M 0.01% +578 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: 5,816 shares; 2024Q4: 4,899 shares; 2025Q1: 5,494 shares; 2025Q2: 7,353 shares; 2025Q3: 10,702 shares; 2025Q4: 12,878 shares; 2026Q1: 16,646 shares 16,646 $1.33M 0.01% +3,768 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: 317 shares; 2024Q4: 281 shares; 2025Q1: 1,607 shares; 2025Q2: 3,193 shares; 2025Q3: 3,099 shares; 2025Q4: 2,351 shares; 2026Q1: 2,918 shares 2,918 $1.26M 0.01% +567 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: 18,129 shares; 2024Q4: 65,829 shares; 2025Q1: 711,329 shares; 2025Q2: 690,929 shares; 2025Q3: 698,129 shares; 2025Q4: 8,229 shares; 2026Q1: 23,029 shares 23,029 $1.23M 0.01% +14,800 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 6,115 shares; 2025Q1: 8,434 shares; 2025Q2: 10,431 shares; 2025Q3: 12,162 shares; 2025Q4: 10,717 shares; 2026Q1: 14,195 shares 14,195 $1.15M 0.01% +3,478 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: 5,224 shares; 2024Q4: 901 shares; 2025Q1: 811 shares; 2025Q2: 3,737 shares; 2025Q3: 4,683 shares; 2025Q4: 3,120 shares; 2026Q1: 4,245 shares 4,245 $1.15M 0.01% +1,125 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,648 shares; 2025Q1: 5,964 shares; 2025Q2: 5,739 shares; 2025Q3: 13,111 shares; 2025Q4: 9,923 shares; 2026Q1: 10,079 shares 10,079 $1.14M 0.01% +156 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,759 shares; 2024Q4: 602 shares; 2025Q1: 11,594 shares; 2025Q2: 1,143 shares; 2025Q3: 1,045 shares; 2025Q4: 1,008 shares; 2026Q1: 2,547 shares 2,547 $1.1M 0.01% +1,539 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 8,017 shares; 2025Q1: 11,100 shares; 2025Q2: 13,865 shares; 2025Q3: 16,324 shares; 2025Q4: 14,335 shares; 2026Q1: 20,022 shares 20,022 $1.08M 0.01% +5,687 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: 18,578 shares; 2024Q4: 4,303 shares; 2025Q1: 1,980 shares; 2025Q2: 1,952 shares; 2025Q3: 2,716 shares; 2025Q4: 2,704 shares; 2026Q1: 8,128 shares 8,128 $1.07M 0.01% +5,424 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,883,835 shares; 2024Q4: 2,880,692 shares; 2025Q1: 3,635,692 shares; 2025Q2: 2,796,040 shares; 2025Q3: 2,804,768 shares; 2025Q4: 12,489 shares; 2026Q1: 12,651 shares 12,651 $1.03M 0.01% +162 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: 379 shares; 2024Q4: 256 shares; 2025Q1: 1,728 shares; 2025Q2: 5,009 shares; 2025Q3: 8,135 shares; 2025Q4: 6,190 shares; 2026Q1: 5,408 shares 5,408 $1.03M 0.01% -782 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: 406 shares; 2024Q4: 325 shares; 2025Q1: 511 shares; 2025Q2: 773 shares; 2025Q3: 1,137 shares; 2025Q4: 624 shares; 2026Q1: 1,078 shares 1,078 $989K 0.01% +454 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: 442 shares; 2024Q4: 349 shares; 2025Q1: 327 shares; 2025Q2: 241 shares; 2025Q3: 342 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $987K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 562 shares; 2025Q1: 972 shares; 2025Q2: 1,124 shares; 2025Q3: 2,599 shares; 2025Q4: 2,331 shares; 2026Q1: 2,280 shares 2,280 $969K 0.01% -51 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: 109,745 shares; 2024Q4: 109,880 shares; 2025Q1: 110,241 shares; 2025Q2: 110,276 shares; 2025Q3: 110,839 shares; 2025Q4: 1,472 shares; 2026Q1: 1,930 shares 1,930 $963K 0.01% +458 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 6,690 shares; 2025Q1: 9,362 shares; 2025Q2: 11,662 shares; 2025Q3: 11,532 shares; 2025Q4: 6,732 shares; 2026Q1: 11,467 shares 11,467 $945K 0.01% +4,735 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 5,330 shares 5,330 $938K 0.01% +2,530 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: not reported; 2024Q4: 1,800 shares; 2025Q1: 8,300 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 5,100 shares; 2026Q1: 5,298 shares 5,298 $870K 0.01% +198 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 2,064 shares; 2025Q1: 3,260 shares; 2025Q2: 3,029 shares; 2025Q3: 3,509 shares; 2025Q4: 2,279 shares; 2026Q1: 1,580 shares 1,580 $850K 0.01% -699 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 4,502 shares; 2025Q1: 6,204 shares; 2025Q2: 7,751 shares; 2025Q3: 9,158 shares; 2025Q4: 8,091 shares; 2026Q1: 11,230 shares 11,230 $819K 0.01% +3,139 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 2,711 shares; 2025Q1: 3,733 shares; 2025Q2: 4,683 shares; 2025Q3: 5,497 shares; 2025Q4: 5,326 shares; 2026Q1: 7,405 shares 7,405 $811K 0.01% +2,079 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,651 shares; 2024Q4: 3,641 shares; 2025Q1: 553,641 shares; 2025Q2: 553,603 shares; 2025Q3: 557,865 shares; 2025Q4: 15,967 shares; 2026Q1: 16,161 shares 16,161 $803K 0.01% +194 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: 5,265 shares; 2024Q4: 405 shares; 2025Q1: 11,466 shares; 2025Q2: 32,466 shares; 2025Q3: 41,130 shares; 2025Q4: 3,529 shares; 2026Q1: 18,008 shares 18,008 $795K 0.01% +14,479 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: not reported; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: 3,126 shares; 2025Q3: 4,946 shares; 2025Q4: 4,287 shares; 2026Q1: 3,651 shares 3,651 $791K 0.01% -636 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,031 shares; 2025Q2: 27,638 shares; 2025Q3: 26,466 shares; 2025Q4: 27,610 shares; 2026Q1: 34,314 shares 34,314 $778K 0.01% +6,704 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: 747 shares; 2025Q3: 941 shares; 2025Q4: 816 shares; 2026Q1: 786 shares 786 $756K 0.01% -30 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 20,740 shares; 2025Q1: 26,122 shares; 2025Q2: 29,863 shares; 2025Q3: 29,251 shares; 2025Q4: 30,755 shares; 2026Q1: 37,807 shares 37,807 $738K 0.01% +7,052 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: 3,394 shares; 2024Q4: 2,352 shares; 2025Q1: 4,396 shares; 2025Q2: 1,450 shares; 2025Q3: 5,475 shares; 2025Q4: 583 shares; 2026Q1: 5,560 shares 5,560 $729K <0.01% +4,977 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,928,797 shares; 2024Q4: 1,626,991 shares; 2025Q1: 1,622,231 shares; 2025Q2: 1,621,738 shares; 2025Q3: 1,630,323 shares; 2025Q4: 17,412 shares; 2026Q1: 17,844 shares 17,844 $726K <0.01% +432 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 221,369 shares; 2025Q2: 396,189 shares; 2025Q3: 396,189 shares; 2025Q4: 489 shares; 2026Q1: 10,539 shares 10,539 $701K <0.01% +10,050 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: 6,067 shares; 2024Q4: 3,210 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 8,987 shares; 2025Q4: 6,947 shares; 2026Q1: 9,135 shares 9,135 $692K <0.01% +2,188 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,440 shares; 2025Q1: 13,862 shares; 2025Q2: 6,663 shares; 2025Q3: 17,872 shares; 2025Q4: 15,422 shares; 2026Q1: 27,115 shares 27,115 $675K <0.01% +11,693 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: not reported; 2024Q4: not reported; 2025Q1: 8,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares 24,000 $674K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,435 shares; 2025Q1: 6,559 shares; 2025Q2: 6,893 shares; 2025Q3: 4,562 shares; 2025Q4: 4,006 shares; 2026Q1: 8,500 shares 8,500 $670K <0.01% +4,494 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: 269 shares; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: 1,008 shares; 2026Q1: 1,450 shares 1,450 $668K <0.01% +442 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,600 shares 7,600 $661K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,172 shares; 2025Q2: 7,120 shares; 2025Q3: 6,910 shares; 2025Q4: 7,205 shares; 2026Q1: 8,892 shares 8,892 $655K <0.01% +1,687 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: 300 shares; 2024Q4: 1,302 shares; 2025Q1: 3,094 shares; 2025Q2: 3,232 shares; 2025Q3: 6,151 shares; 2025Q4: 6,174 shares; 2026Q1: 6,859 shares 6,859 $637K <0.01% +685 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: not reported; 2024Q4: 118 shares; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 4,211 shares; 2025Q4: 3,838 shares; 2026Q1: 3,196 shares 3,196 $634K <0.01% -642 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,277 shares; 2025Q2: 193,277 shares; 2025Q3: 193,277 shares; 2025Q4: 193,277 shares; 2026Q1: 79,225 shares 79,225 $619K <0.01% -114,052 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $597K <0.01% new 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: 19,462 shares; 2024Q4: 1,160 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 2,530 shares; 2025Q4: 6,550 shares; 2026Q1: 4,870 shares 4,870 $586K <0.01% -1,680 Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 12,200 shares; 2025Q1: 13,200 shares; 2025Q2: 21,100 shares; 2025Q3: 40,910 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares 28,000 $574K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 5,800 shares; 2025Q3: 6,970 shares; 2025Q4: not reported; 2026Q1: 9,100 shares 9,100 $552K <0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $525K <0.01% new 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: 1,737 shares; 2024Q4: 895 shares; 2025Q1: 1,094 shares; 2025Q2: 1,378 shares; 2025Q3: 1,836 shares; 2025Q4: 1,658 shares; 2026Q1: 2,515 shares 2,515 $497K <0.01% +857 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 848 shares; 2026Q1: 3,648 shares 3,648 $478K <0.01% +2,800 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: 66 shares; 2024Q4: 57 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares 3,610 $465K <0.01% new Timeline SPAB 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: 94,442 shares; 2024Q4: 99,143 shares; 2025Q1: 101,731 shares; 2025Q2: 103,571 shares; 2025Q3: 13,673 shares; 2025Q4: 14,245 shares; 2026Q1: 17,579 shares 17,579 $450K <0.01% +3,334 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 1,370 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 7,401 shares; 2026Q1: 5,960 shares 5,960 $444K <0.01% -1,441 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: not reported; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 13,847 shares; 2025Q3: 5,947 shares; 2025Q4: 5,382 shares; 2026Q1: 8,998 shares 8,998 $441K <0.01% +3,616 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,461 shares; 2025Q1: 4,461 shares; 2025Q2: 2,584,461 shares; 2025Q3: 2,584,461 shares; 2025Q4: 4,461 shares; 2026Q1: 4,461 shares 4,461 $432K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,850 shares 2,850 $431K <0.01% new 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: not reported; 2024Q4: 470 shares; 2025Q1: 3,811 shares; 2025Q2: 3,537 shares; 2025Q3: 105 shares; 2025Q4: 2,720 shares; 2026Q1: 2,866 shares 2,866 $431K <0.01% +146 Timeline VFLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 10,900 shares 10,900 $430K <0.01% +2,900 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $425K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 511 shares; 2026Q1: 2,429 shares 2,429 $419K <0.01% +1,918 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 680 shares; 2025Q4: 612 shares; 2026Q1: 2,774 shares 2,774 $416K <0.01% +2,162 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 791 shares; 2025Q3: 516 shares; 2025Q4: 3,396 shares; 2026Q1: 6,606 shares 6,606 $414K <0.01% +3,210 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,165 shares; 2024Q4: 140,043 shares; 2025Q1: 121,328 shares; 2025Q2: 138,014 shares; 2025Q3: 85,354 shares; 2025Q4: 10,000 shares; 2026Q1: 7,000 shares 7,000 $413K <0.01% -3,000 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,434 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares; 2025Q4: 5,434 shares; 2026Q1: 5,434 shares 5,434 $412K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,389 shares; 2025Q1: 1,341 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,255 shares 1,255 $411K <0.01% +19 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: 106 shares; 2024Q4: 106 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,499 shares 1,499 $405K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,116 shares; 2025Q3: 3,213 shares; 2025Q4: 7,504 shares; 2026Q1: 10,515 shares 10,515 $404K <0.01% +3,011 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: 37,559 shares; 2024Q4: 43,819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,893 shares 1,893 $400K <0.01% +993 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 2,382 shares; 2025Q1: 3,281 shares; 2025Q2: 4,110 shares; 2025Q3: 4,846 shares; 2025Q4: 4,195 shares; 2026Q1: 5,833 shares 5,833 $400K <0.01% +1,638 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,226 shares; 2025Q1: 1,231 shares; 2025Q2: 1,104 shares; 2025Q3: 1,110 shares; 2025Q4: 1,014 shares; 2026Q1: 1,303 shares 1,303 $393K <0.01% +289 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: 993 shares; 2024Q4: 993 shares; 2025Q1: 2,451 shares; 2025Q2: 2,522 shares; 2025Q3: 2,887 shares; 2025Q4: 2,923 shares; 2026Q1: 3,772 shares 3,772 $386K <0.01% +849 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,462 shares; 2024Q4: 41,049 shares; 2025Q1: 46,214 shares; 2025Q2: 25,328 shares; 2025Q3: 21,221 shares; 2025Q4: 8,476 shares; 2026Q1: 4,735 shares 4,735 $385K <0.01% -3,741 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003,681 shares; 2024Q4: 1,011,760 shares; 2025Q1: 806,510 shares; 2025Q2: 805,970 shares; 2025Q3: 499,755 shares; 2025Q4: 10,003 shares; 2026Q1: 7,542 shares 7,542 $385K <0.01% -2,461 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: 9,083 shares; 2024Q4: 2,805 shares; 2025Q1: 2,168 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 3,897 shares; 2026Q1: 3,597 shares 3,597 $381K <0.01% -300 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 29,104 shares; 2025Q1: 29,090 shares; 2025Q2: 33,000 shares; 2025Q3: 33,633 shares; 2025Q4: 3,253 shares; 2026Q1: 3,645 shares 3,645 $379K <0.01% +392 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 2,592 shares; 2025Q4: 7,072 shares; 2026Q1: 10,211 shares 10,211 $376K <0.01% +3,139 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251 shares; 2025Q3: 1,616 shares; 2025Q4: 4,409 shares; 2026Q1: 6,369 shares 6,369 $376K <0.01% +1,960 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 4,987 shares; 2025Q4: 13,585 shares; 2026Q1: 19,603 shares 19,603 $376K <0.01% +6,018 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 3,184 shares; 2025Q4: 8,684 shares; 2026Q1: 12,533 shares 12,533 $376K <0.01% +3,849 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 4,244 shares; 2025Q4: 11,573 shares; 2026Q1: 16,715 shares 16,715 $376K <0.01% +5,142 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 2,436 shares; 2025Q4: 6,645 shares; 2026Q1: 9,587 shares 9,587 $376K <0.01% +2,942 Timeline BRRR COINSHARES BITCOIN ETF More: the full row for COINSHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 4,993 shares; 2025Q4: 13,612 shares; 2026Q1: 19,656 shares 19,656 $376K <0.01% +6,044 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 1,413 shares; 2025Q4: 3,857 shares; 2026Q1: 5,572 shares 5,572 $376K <0.01% +1,715 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 1,330 shares; 2025Q4: 3,629 shares; 2026Q1: 5,241 shares 5,241 $376K <0.01% +1,612 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 7,500 shares; 2025Q1: 5,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 10,500 shares; 2026Q1: 10,000 shares 10,000 $362K <0.01% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $360K <0.01% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 71 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: 45,000 shares; 2025Q4: 56,350 shares; 2026Q1: 16,496 shares 16,496 $357K <0.01% -39,854 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $356K <0.01% 0 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: not reported; 2024Q4: 166,498 shares; 2025Q1: 168,237 shares; 2025Q2: 255,402 shares; 2025Q3: 256,443 shares; 2025Q4: 4,463 shares; 2026Q1: 2,250 shares 2,250 $354K <0.01% -2,213 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: not reported; 2025Q3: 52,624 shares; 2025Q4: 201,131 shares; 2026Q1: 878 shares 878 $348K <0.01% -200,253 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $344K <0.01% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,950 shares 2,950 $342K <0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 30 shares; 2025Q2: 560 shares; 2025Q3: 260 shares; 2025Q4: 975 shares; 2026Q1: 718 shares 718 $341K <0.01% -257 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: 2,259 shares; 2024Q4: not reported; 2025Q1: 2,504 shares; 2025Q2: 1,940 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $336K <0.01% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: not reported; 2025Q1: 10,125 shares; 2025Q2: 13,325 shares; 2025Q3: 13,325 shares; 2025Q4: not reported; 2026Q1: 26,625 shares 26,625 $329K <0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 2,250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,112 shares 2,112 $328K <0.01% new Timeline BBEU 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: 1,100 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $326K <0.01% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300 $324K <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $320K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $318K <0.01% new 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: 938 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 1,695 shares; 2025Q4: 1,692 shares; 2026Q1: 2,389 shares 2,389 $315K <0.01% +697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 681 shares; 2025Q4: 1,875 shares; 2026Q1: 1,034 shares 1,034 $314K <0.01% -841 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,971 shares; 2025Q2: 5,247 shares; 2025Q3: 2,461 shares; 2025Q4: not reported; 2026Q1: 2,249 shares 2,249 $313K <0.01% new Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 1,718 shares; 2025Q2: 7,778 shares; 2025Q3: 11,972 shares; 2025Q4: 10,499 shares; 2026Q1: 7,168 shares 7,168 $313K <0.01% -3,331 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,652 shares 5,652 $309K <0.01% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: 18,840 shares; 2025Q2: 18,160 shares; 2025Q3: 12,400 shares; 2025Q4: not reported; 2026Q1: 22,890 shares 22,890 $309K <0.01% new 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: not reported; 2024Q4: 4,451 shares; 2025Q1: 3,735 shares; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 1,400 shares; 2026Q1: 2,589 shares 2,589 $307K <0.01% +1,189 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $306K <0.01% new 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: 446,412 shares; 2024Q4: 448,731 shares; 2025Q1: 3,090 shares; 2025Q2: 3,540 shares; 2025Q3: 4,670 shares; 2025Q4: 4,980 shares; 2026Q1: 2,396 shares 2,396 $301K <0.01% -2,584 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: not reported; 2024Q4: 382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291 shares; 2026Q1: 620 shares 620 $293K <0.01% +329 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: 2,180 shares; 2024Q4: 2,463 shares; 2025Q1: 2,388 shares; 2025Q2: 2,238 shares; 2025Q3: 1,953 shares; 2025Q4: 2,140 shares; 2026Q1: 9,066 shares 9,066 $290K <0.01% +6,926 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 4,500 shares; 2025Q1: 3,600 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 8,700 shares 8,700 $289K <0.01% +3,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 809 shares 809 $286K <0.01% -213 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 1,266 shares; 2025Q2: 4,066 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares; 2026Q1: 4,066 shares 4,066 $286K <0.01% 0 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $285K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: not reported; 2025Q1: 562,187 shares; 2025Q2: 12,397 shares; 2025Q3: 3,370 shares; 2025Q4: not reported; 2026Q1: 7,675 shares 7,675 $282K <0.01% new 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: 134,954 shares; 2024Q4: 135,208 shares; 2025Q1: 1,792 shares; 2025Q2: 1,413 shares; 2025Q3: 233 shares; 2025Q4: 500 shares; 2026Q1: 820 shares 820 $280K <0.01% +320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,280 shares 1,280 $280K <0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,103 shares; 2024Q4: 7,875 shares; 2025Q1: 8,215 shares; 2025Q2: 4,957 shares; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 4,000 shares 4,000 $273K <0.01% -1,900 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 1,901 shares; 2025Q1: 1,901 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 2,801 shares 2,801 $271K <0.01% -200 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 218,525 shares; 2025Q2: 324,000 shares; 2025Q3: 326,695 shares; 2025Q4: not reported; 2026Q1: 2,900 shares 2,900 $267K <0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 2,043 shares; 2025Q2: 2,233 shares; 2025Q3: 2,210 shares; 2025Q4: 2,278 shares; 2026Q1: 2,668 shares 2,668 $265K <0.01% +390 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 7,695 shares; 2025Q4: 300 shares; 2026Q1: 3,575 shares 3,575 $257K <0.01% +3,275 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $253K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,125 shares 9,125 $251K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $249K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 700 shares 700 $246K <0.01% +200 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 136 shares; 2025Q1: 105 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400 $246K <0.01% new 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: 1,628 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 3,395 shares; 2025Q3: 10,835 shares; 2025Q4: 10,707 shares; 2026Q1: 7,394 shares 7,394 $245K <0.01% -3,313 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,179 shares; 2025Q1: 17,596 shares; 2025Q2: 21,016 shares; 2025Q3: 19,855 shares; 2025Q4: 14,300 shares; 2026Q1: 8,300 shares 8,300 $241K <0.01% -6,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 1,201 shares; 2026Q1: 2,465 shares 2,465 $238K <0.01% +1,264 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $237K <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: 1,850 shares; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 3,476 shares; 2025Q3: 4,294 shares; 2025Q4: 1,224 shares; 2026Q1: 1,327 shares 1,327 $233K <0.01% +103 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 3,066 shares; 2025Q1: 4,221 shares; 2025Q2: 5,274 shares; 2025Q3: 6,215 shares; 2025Q4: 5,473 shares; 2026Q1: 7,609 shares 7,609 $233K <0.01% +2,136 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: 1,188 shares; 2024Q4: 1,089 shares; 2025Q1: 915 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 647 shares 647 $231K <0.01% +459 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,755 shares; 2025Q3: not reported; 2025Q4: 7,724 shares; 2026Q1: 3,177 shares 3,177 $230K <0.01% -4,547 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: 337 shares; 2024Q4: 237 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 237 shares; 2026Q1: 737 shares 737 $229K <0.01% +500 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $228K <0.01% new 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: 910 shares; 2024Q4: 1,706 shares; 2025Q1: 1,636 shares; 2025Q2: 7,553 shares; 2025Q3: 11,718 shares; 2025Q4: 4,900 shares; 2026Q1: 2,900 shares 2,900 $225K <0.01% -2,000 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: 26,501 shares; 2024Q4: 26,190 shares; 2025Q1: 229,847 shares; 2025Q2: 228,600 shares; 2025Q3: 231,600 shares; 2025Q4: 26,460 shares; 2026Q1: 3,100 shares 3,100 $223K <0.01% -23,360 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 6,000 shares; 2025Q3: 5,400 shares; 2025Q4: 6,550 shares; 2026Q1: 15,655 shares 15,655 $220K <0.01% +9,105 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 219 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $219K <0.01% new Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,813 shares; 2025Q2: 55,813 shares; 2025Q3: 53,322 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400 $219K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $218K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 89 shares; 2025Q1: 69 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $218K <0.01% new 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: 3,800 shares; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 5,300 shares; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $215K <0.01% 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: 18,091 shares; 2024Q4: 616 shares; 2025Q1: 3,088 shares; 2025Q2: 1,438 shares; 2025Q3: 1,170 shares; 2025Q4: 1,158 shares; 2026Q1: 2,156 shares 2,156 $207K <0.01% +998 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: not reported; 2024Q4: not reported; 2025Q1: 182 shares; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: not reported; 2026Q1: 850 shares 850 $206K <0.01% new 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 6,113 shares; 2026Q1: 313 shares 313 $204K <0.01% -5,800 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: 5,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,285 shares 3,285 $201K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974 shares 974 $199K <0.01% new 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: 1,693 shares; 2024Q4: 185 shares; 2025Q1: 403 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: not reported; 2026Q1: 1,368 shares 1,368 $198K <0.01% new 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: 105 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 600 shares 600 $197K <0.01% +525 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,928 shares 3,928 $197K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $195K <0.01% new 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: 4,309 shares; 2024Q4: 5,935 shares; 2025Q1: not reported; 2025Q2: 9,962 shares; 2025Q3: 7,991 shares; 2025Q4: 5,786 shares; 2026Q1: 2,903 shares 2,903 $192K <0.01% -2,883 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,741 shares 1,741 $190K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,034 shares 1,034 $189K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 1,442 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 2,886 shares; 2025Q4: 2,882 shares; 2026Q1: 2,876 shares 2,876 $186K <0.01% -6 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 3,867 shares; 2025Q1: 930 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 5,410 shares; 2026Q1: 4,870 shares 4,870 $184K <0.01% -540 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: 3,638 shares; 2024Q4: 5,338 shares; 2025Q1: 2,128 shares; 2025Q2: 778 shares; 2025Q3: 748 shares; 2025Q4: 868 shares; 2026Q1: 1,168 shares 1,168 $177K <0.01% +300 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084 shares 1,084 $177K <0.01% new 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: 1,910 shares; 2024Q4: 1,692 shares; 2025Q1: 2,136 shares; 2025Q2: 5,780 shares; 2025Q3: 6,101 shares; 2025Q4: 4,493 shares; 2026Q1: 2,957 shares 2,957 $177K <0.01% -1,536 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares 1,458 $177K <0.01% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares; 2026Q1: 2,309 shares 2,309 $175K <0.01% -270 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $174K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 901 shares; 2026Q1: 792 shares 792 $171K <0.01% -109 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 546 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $170K <0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: 1,994 shares; 2025Q2: 2,435 shares; 2025Q3: 4,755 shares; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $165K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,654 shares; 2024Q4: 864 shares; 2025Q1: 180 shares; 2025Q2: 353 shares; 2025Q3: 296 shares; 2025Q4: 225 shares; 2026Q1: 404 shares 404 $161K <0.01% +179 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,667 shares 1,667 $156K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,313 shares; 2024Q4: 1,291 shares; 2025Q1: 1,251 shares; 2025Q2: 1,481 shares; 2025Q3: 5,169 shares; 2025Q4: 731 shares; 2026Q1: 970 shares 970 $155K <0.01% +239 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: 867 shares; 2024Q4: not reported; 2025Q1: 4,353 shares; 2025Q2: 4,344 shares; 2025Q3: 7,906 shares; 2025Q4: 4,836 shares; 2026Q1: 2,432 shares 2,432 $153K <0.01% -2,404 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 2,773 shares; 2025Q1: 10,090 shares; 2025Q2: 8,628 shares; 2025Q3: 8,628 shares; 2025Q4: 7,768 shares; 2026Q1: 10,142 shares 10,142 $153K <0.01% +2,374 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $153K <0.01% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,628 shares; 2025Q3: 2,939 shares; 2025Q4: 3,582 shares; 2026Q1: 3,286 shares 3,286 $152K <0.01% -296 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: 311 shares; 2024Q4: 311 shares; 2025Q1: 2,181 shares; 2025Q2: 2,111 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 911 shares 911 $150K <0.01% +600 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 730 shares 730 $150K <0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: not reported; 2026Q1: 750 shares 750 $149K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 538 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $148K <0.01% 0 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: not reported; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $146K <0.01% new 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: 1,337 shares; 2024Q4: 1,347 shares; 2025Q1: 1,607 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 158 shares; 2026Q1: 43 shares 43 $145K <0.01% -115 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,150 shares 3,150 $143K <0.01% new 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: 80 shares; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: not reported; 2026Q1: 194 shares 194 $141K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,520 shares; 2025Q2: 120 shares; 2025Q3: 94 shares; 2025Q4: 1,090 shares; 2026Q1: 606 shares 606 $140K <0.01% -484 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,697 shares 1,697 $139K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,890 shares; 2026Q1: 768 shares 768 $138K <0.01% -1,122 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 532 shares 532 $135K <0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 9,350 shares 9,350 $134K <0.01% -650 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 143 shares; 2025Q1: 112 shares; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares 546 $130K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 650 shares 650 $129K <0.01% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $127K <0.01% new Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 474 shares; 2025Q3: 1,603 shares; 2025Q4: 2,498 shares; 2026Q1: 2,259 shares 2,259 $126K <0.01% -239 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: not reported; 2024Q4: 288 shares; 2025Q1: 2,000 shares; 2025Q2: 1,320 shares; 2025Q3: 325 shares; 2025Q4: 341 shares; 2026Q1: 442 shares 442 $123K <0.01% +101 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $123K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 410 shares; 2025Q1: 2,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 817 shares 817 $122K <0.01% new Timeline BBCA 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: 480 shares; 2024Q4: 1,150 shares; 2025Q1: 500 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $122K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 123 shares 123 $121K <0.01% +100 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: 639,088 shares; 2024Q4: 681,068 shares; 2025Q1: 700,897 shares; 2025Q2: 640,741 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 2,658 shares 2,658 $120K <0.01% +2,158 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: 34,791 shares; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $119K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $116K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $115K <0.01% new Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $115K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,266 shares 7,266 $114K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $112K <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares 285 $111K <0.01% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $110K <0.01% 0 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: 6,082 shares; 2024Q4: 6,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,237 shares; 2025Q4: 3,082 shares; 2026Q1: 200 shares 200 $110K <0.01% -2,882 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: 500 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares 500 $109K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $109K <0.01% new 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: 314 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $105K <0.01% new 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: 366,764 shares; 2024Q4: 356,264 shares; 2025Q1: 356,264 shares; 2025Q2: 764 shares; 2025Q3: 860 shares; 2025Q4: 804 shares; 2026Q1: 804 shares 804 $105K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $104K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,001 shares; 2025Q4: 209 shares; 2026Q1: 711 shares 711 $104K <0.01% +502 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares 70 $103K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450 $103K <0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,620 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares 1,527 $102K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157 shares 157 $100K <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 311 shares; 2025Q4: 332 shares; 2026Q1: 1,274 shares 1,274 $99K <0.01% +942 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: 1,463 shares; 2024Q4: 1,293 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,302 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares 1,661 $94K <0.01% 0 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: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 443 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $93K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,665 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares 313 $93K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $93K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $92K <0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $92K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $91K <0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares 170 $91K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 2,245 shares; 2025Q3: 2,071 shares; 2025Q4: 2,065 shares; 2026Q1: 3,510 shares 3,510 $91K <0.01% +1,445 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: not reported; 2024Q4: not reported; 2025Q1: 1,154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $90K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $90K <0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,010 shares; 2025Q1: 1,606 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $89K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 1,053 shares; 2026Q1: 700 shares 700 $88K <0.01% -353 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $88K <0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $88K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $88K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $85K <0.01% new 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: 883 shares; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares 883 $85K <0.01% 0 Timeline ENZL 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: 100 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $85K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $84K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 47 shares; 2026Q1: 250 shares 250 $83K <0.01% +203 Timeline IYM 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: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 465 shares 465 $82K <0.01% -133 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,600 shares; 2025Q4: 652 shares; 2026Q1: 1,352 shares 1,352 $80K <0.01% +700 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040 shares 2,040 $80K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 712 shares; 2026Q1: 797 shares 797 $77K <0.01% +85 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $76K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $75K <0.01% new Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares; 2026Q1: 28,570 shares 28,570 $75K <0.01% +14,570 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $74K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $73K <0.01% new Timeline AIA 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: 947 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 721 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $73K <0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares 3,400 $72K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $72K <0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,214 shares; 2025Q1: 1,223 shares; 2025Q2: 758 shares; 2025Q3: 706 shares; 2025Q4: 752 shares; 2026Q1: 752 shares 752 $72K <0.01% 0 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: 1,025 shares; 2024Q4: 417 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $68K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $67K <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,612 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $67K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 887 shares; 2025Q4: 932 shares; 2026Q1: 1,072 shares 1,072 $66K <0.01% +140 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $65K <0.01% 0 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 994 shares; 2025Q4: 1,029 shares; 2026Q1: 1,129 shares 1,129 $64K <0.01% +100 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $63K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $63K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: 487 shares; 2026Q1: 553 shares 553 $62K <0.01% +66 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $62K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,594 shares; 2025Q1: 3,067 shares; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 4,938 shares; 2026Q1: 761 shares 761 $60K <0.01% -4,177 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: not reported; 2025Q1: 17,630 shares; 2025Q2: 14,851 shares; 2025Q3: 11,914 shares; 2025Q4: 40 shares; 2026Q1: 43 shares 43 $59K <0.01% +3 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 408 shares; 2025Q1: 327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $56K <0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 880 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: not reported; 2026Q1: 43 shares 43 $55K <0.01% new Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 4,017 shares; 2025Q1: 5,536 shares; 2025Q2: 6,078 shares; 2025Q3: 7,212 shares; 2025Q4: 6,352 shares; 2026Q1: 8,829 shares 8,829 $55K <0.01% +2,477 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,625 shares 3,625 $55K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273 $54K <0.01% 0 Timeline ODYS ODYSIGHT AI INC More: the full row for ODYSIGHT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares; 2026Q1: 8,000 shares 8,000 $53K <0.01% -4,100 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $52K <0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 394 shares; 2026Q1: 441 shares 441 $50K <0.01% +47 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,260 shares 4,260 $49K <0.01% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 620,480 shares; 2025Q1: 2,272,620 shares; 2025Q2: 2,272,620 shares; 2025Q3: 4,177,620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $49K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $47K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,283 shares; 2025Q4: 2,397 shares; 2026Q1: 2,680 shares 2,680 $47K <0.01% +283 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: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $46K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335 shares; 2025Q4: 355 shares; 2026Q1: 397 shares 397 $46K <0.01% +42 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: 636 shares; 2024Q4: 1 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 1 shares; 2026Q1: 181 shares 181 $45K <0.01% +180 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 66 shares; 2026Q1: 73 shares 73 $43K <0.01% +7 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 475 shares; 2026Q1: 532 shares 532 $43K <0.01% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 146 shares; 2026Q1: 159 shares 159 $43K <0.01% +13 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 4,750 shares; 2026Q1: 450 shares 450 $42K <0.01% -4,300 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $42K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $42K <0.01% 0 Timeline IPAY 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: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 975 shares; 2026Q1: 975 shares 975 $42K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,702 shares; 2024Q4: 12,059 shares; 2025Q1: 26,673 shares; 2025Q2: 6,673 shares; 2025Q3: 6,673 shares; 2025Q4: 6,673 shares; 2026Q1: 6,673 shares 6,673 $40K <0.01% 0 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $40K <0.01% new Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,057 shares; 2025Q3: 1,049 shares; 2025Q4: 1,047 shares; 2026Q1: 1,000 shares 1,000 $39K <0.01% -47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares 660 $39K <0.01% new Timeline HACK 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 500 shares 500 $38K <0.01% -350 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: 177 shares; 2026Q1: 202 shares 202 $37K <0.01% +25 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 227 shares; 2026Q1: 254 shares 254 $37K <0.01% +27 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 281 shares; 2025Q4: 295 shares; 2026Q1: 337 shares 337 $37K <0.01% +42 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,404 shares; 2024Q4: 105,404 shares; 2025Q1: 97,873 shares; 2025Q2: 36,701 shares; 2025Q3: 39,801 shares; 2025Q4: 6,201 shares; 2026Q1: 501 shares 501 $37K <0.01% -5,700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 630 shares; 2026Q1: 705 shares 705 $36K <0.01% +75 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 807 shares; 2026Q1: 916 shares 916 $35K <0.01% +109 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 712 shares; 2026Q1: 799 shares 799 $34K <0.01% +87 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 420 shares; 2026Q1: 470 shares 470 $34K <0.01% +50 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 386 shares; 2025Q4: 410 shares; 2026Q1: 458 shares 458 $32K <0.01% +48 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 203 shares; 2025Q4: 213 shares; 2026Q1: 238 shares 238 $32K <0.01% +25 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,116 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 2,692 shares; 2025Q4: 2,692 shares; 2026Q1: 2,692 shares 2,692 $31K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: not reported; 2025Q3: 489 shares; 2025Q4: 521 shares; 2026Q1: 584 shares 584 $27K <0.01% +63 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $25K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $25K <0.01% 0 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: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $24K <0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $24K <0.01% 0 LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 281 shares; 2026Q1: 314 shares 314 $23K <0.01% +33 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 252 shares; 2026Q1: 281 shares 281 $23K <0.01% +29 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 117 shares; 2026Q1: 129 shares 129 $22K <0.01% +12 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares; 2026Q1: 526 shares 526 $21K <0.01% +72 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,527 shares; 2025Q1: 6,350 shares; 2025Q2: 1,440 shares; 2025Q3: 1,296 shares; 2025Q4: 1,166 shares; 2026Q1: 105 shares 105 $21K <0.01% -1,061 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 689 shares 689 $21K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 39 shares; 2026Q1: 43 shares 43 $20K <0.01% +4 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,293 shares; 2025Q1: 44,490 shares; 2025Q2: 40,550 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $20K <0.01% 0 Timeline ESPO 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: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $19K <0.01% 0 Timeline USIG 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $18K <0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 51 shares; 2026Q1: 55 shares 55 $18K <0.01% +4 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 143 shares 143 $18K <0.01% +13 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 386 shares; 2025Q4: not reported; 2026Q1: 460 shares 460 $16K <0.01% new Timeline BIB 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $16K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 227 shares; 2026Q1: 248 shares 248 $15K <0.01% +21 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 337 shares; 2026Q1: 135 shares 135 $15K <0.01% -202 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 132 shares; 2026Q1: 147 shares 147 $15K <0.01% +15 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 379 shares; 2025Q1: 329 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $14K <0.01% 0 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: 2,077 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $13K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 144 shares; 2026Q1: 158 shares 158 $13K <0.01% +14 Timeline DNL 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: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $12K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 121 shares; 2026Q1: 135 shares 135 $11K <0.01% +14 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: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11K <0.01% 0 Timeline KEN KENON HLDGS LTD More: the full row for KENON HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares 115 $10K <0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $9K <0.01% 0 Timeline FORTY FORMULA SYSTEMS 1985 LTD More: the full row for FORMULA SYSTEMS 1985 LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $9K <0.01% 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: 611 shares; 2024Q4: 139 shares; 2025Q1: 198 shares; 2025Q2: 6,814 shares; 2025Q3: 9,788 shares; 2025Q4: 439 shares; 2026Q1: 85 shares 85 $8K <0.01% -354 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: 759,229 shares; 2024Q4: 759,229 shares; 2025Q1: 759,085 shares; 2025Q2: 759,085 shares; 2025Q3: 759,085 shares; 2025Q4: 15 shares; 2026Q1: 28 shares 28 $8K <0.01% +13 Timeline TEAD TEADS HLDG CO More: the full row for TEADS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900 $8K <0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $7K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $6K <0.01% 0 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: 426 shares; 2024Q4: 539 shares; 2025Q1: 58 shares; 2025Q2: 54 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 19 shares 19 $5K <0.01% -18 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,013 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2K <0.01% 0 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $2K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares 15 $1K <0.01% new Timeline STKH STEAKHOLDER FOODS LTD More: the full row for STEAKHOLDER FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $1K <0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $0 0% 0 Value filed as zero, left out of ratios. Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline