JCPB 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: 598,583 shares; 2024Q4: 614,337 shares; 2025Q1: 620,029 shares; 2025Q2: 683,541 shares; 2025Q3: 699,982 shares; 2025Q4: 725,735 shares; 2026Q1: 706,122 shares 706,122 $33.2M 8.47% -19,613 Timeline JPSE 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: 161,943 shares; 2024Q4: 161,040 shares; 2025Q1: 159,518 shares; 2025Q2: 315,333 shares; 2025Q3: 320,994 shares; 2025Q4: 333,388 shares; 2026Q1: 329,105 shares 329,105 $17.3M 4.4% -4,283 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: 60,010 shares; 2024Q4: 61,492 shares; 2025Q1: 60,769 shares; 2025Q2: 61,895 shares; 2025Q3: 64,496 shares; 2025Q4: 65,476 shares; 2026Q1: 64,346 shares 64,346 $16.3M 4.16% -1,130 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: 11,267 shares; 2024Q4: 11,192 shares; 2025Q1: 11,090 shares; 2025Q2: 19,435 shares; 2025Q3: 21,687 shares; 2025Q4: 22,501 shares; 2026Q1: 22,254 shares 22,254 $15.5M 3.96% -247 Timeline JMUB 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: 232,758 shares; 2024Q4: 263,507 shares; 2025Q1: 293,843 shares; 2025Q2: 274,522 shares; 2025Q3: 201,910 shares; 2025Q4: 269,279 shares; 2026Q1: 284,481 shares 284,481 $14.2M 3.62% +15,202 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: 48,245 shares; 2024Q4: 49,761 shares; 2025Q1: 74,374 shares; 2025Q2: 67,525 shares; 2025Q3: 67,828 shares; 2025Q4: 70,937 shares; 2026Q1: 71,839 shares 71,839 $12.5M 3.19% +902 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: 51,857 shares; 2024Q4: 52,352 shares; 2025Q1: 52,372 shares; 2025Q2: 26,387 shares; 2025Q3: 26,796 shares; 2025Q4: 27,709 shares; 2026Q1: 30,561 shares 30,561 $11.3M 2.88% +2,852 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: 34,736 shares; 2024Q4: 35,441 shares; 2025Q1: 35,814 shares; 2025Q2: 34,167 shares; 2025Q3: 35,055 shares; 2025Q4: 35,183 shares; 2026Q1: 32,082 shares 32,082 $11M 2.79% -3,101 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,416 shares; 2025Q1: 174,082 shares; 2025Q2: 184,454 shares; 2025Q3: 186,928 shares; 2025Q4: 193,391 shares; 2026Q1: 194,021 shares 194,021 $9.93M 2.53% +630 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: 54,185 shares; 2024Q4: 53,784 shares; 2025Q1: 53,030 shares; 2025Q2: 28,293 shares; 2025Q3: 28,806 shares; 2025Q4: 28,550 shares; 2026Q1: 29,151 shares 29,151 $8.58M 2.19% +601 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: 14,265 shares; 2024Q4: 14,229 shares; 2025Q1: 14,201 shares; 2025Q2: 7,977 shares; 2025Q3: 7,923 shares; 2025Q4: 7,978 shares; 2026Q1: 8,004 shares 8,004 $7.98M 2.03% +26 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: 23,256 shares; 2024Q4: 25,778 shares; 2025Q1: 25,185 shares; 2025Q2: 25,512 shares; 2025Q3: 28,830 shares; 2025Q4: 28,244 shares; 2026Q1: 26,105 shares 26,105 $7.49M 1.91% -2,139 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,613 shares; 2024Q4: 152,926 shares; 2025Q1: 150,558 shares; 2025Q2: 156,152 shares; 2025Q3: 155,802 shares; 2025Q4: 161,107 shares; 2026Q1: 161,461 shares 161,461 $7.03M 1.79% +354 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: 22,399 shares; 2024Q4: 22,287 shares; 2025Q1: 21,931 shares; 2025Q2: 9,630 shares; 2025Q3: 9,363 shares; 2025Q4: 9,493 shares; 2026Q1: 8,940 shares 8,940 $6.33M 1.61% -553 Timeline JTEK 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: 62,922 shares; 2024Q4: 58,705 shares; 2025Q1: 58,249 shares; 2025Q2: 64,891 shares; 2025Q3: 66,901 shares; 2025Q4: 68,704 shares; 2026Q1: 72,085 shares 72,085 $5.73M 1.46% +3,381 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,436 shares; 2024Q4: 32,600 shares; 2025Q1: 31,604 shares; 2025Q2: 30,597 shares; 2025Q3: 29,479 shares; 2025Q4: 29,155 shares; 2026Q1: 27,948 shares 27,948 $5.61M 1.43% -1,207 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,808 shares; 2024Q4: 94,904 shares; 2025Q1: 102,970 shares; 2025Q2: 111,584 shares; 2025Q3: 113,502 shares; 2025Q4: 112,637 shares; 2026Q1: 118,765 shares 118,765 $5.26M 1.34% +6,128 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: 20,949 shares; 2024Q4: 20,914 shares; 2025Q1: 20,554 shares; 2025Q2: 14,346 shares; 2025Q3: 15,383 shares; 2025Q4: 15,929 shares; 2026Q1: 15,859 shares 15,859 $5.22M 1.33% -70 Timeline QLTI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208,734 shares 208,734 $5.21M 1.33% new 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: 50,307 shares; 2024Q4: 50,059 shares; 2025Q1: 49,481 shares; 2025Q2: 32,796 shares; 2025Q3: 32,413 shares; 2025Q4: 32,259 shares; 2026Q1: 30,605 shares 30,605 $5.19M 1.32% -1,654 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: 31,455 shares; 2024Q4: 28,812 shares; 2025Q1: 29,290 shares; 2025Q2: 28,588 shares; 2025Q3: 26,173 shares; 2025Q4: 27,069 shares; 2026Q1: 35,164 shares 35,164 $5.17M 1.32% +8,095 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,105 shares; 2024Q4: 249,264 shares; 2025Q1: 248,064 shares; 2025Q2: 126,357 shares; 2025Q3: 125,233 shares; 2025Q4: 127,385 shares; 2026Q1: 123,231 shares 123,231 $5.06M 1.29% -4,154 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,840 shares 137,840 $4.99M 1.27% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,425 shares 98,425 $4.86M 1.24% new 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: 8,399 shares; 2024Q4: 8,471 shares; 2025Q1: 8,302 shares; 2025Q2: 7,936 shares; 2025Q3: 9,095 shares; 2025Q4: 9,575 shares; 2026Q1: 9,764 shares 9,764 $4.68M 1.19% +189 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: 15,705 shares; 2024Q4: 15,284 shares; 2025Q1: 14,909 shares; 2025Q2: 11,205 shares; 2025Q3: 13,061 shares; 2025Q4: 13,960 shares; 2026Q1: 15,342 shares 15,342 $4.64M 1.18% +1,382 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: 37,498 shares; 2024Q4: 37,339 shares; 2025Q1: 36,702 shares; 2025Q2: 24,758 shares; 2025Q3: 24,589 shares; 2025Q4: 24,553 shares; 2026Q1: 23,634 shares 23,634 $4.56M 1.16% -919 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: 18,922 shares; 2024Q4: 18,680 shares; 2025Q1: 18,302 shares; 2025Q2: 18,449 shares; 2025Q3: 20,670 shares; 2025Q4: 20,788 shares; 2026Q1: 21,338 shares 21,338 $4.44M 1.13% +550 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: 11,626 shares; 2024Q4: 11,454 shares; 2025Q1: 11,887 shares; 2025Q2: 12,284 shares; 2025Q3: 12,694 shares; 2025Q4: 13,631 shares; 2026Q1: 12,136 shares 12,136 $4.1M 1.05% -1,495 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,894 shares; 2025Q1: 4,725 shares; 2025Q2: 4,362 shares; 2025Q3: 4,848 shares; 2025Q4: 5,437 shares; 2026Q1: 6,745 shares 6,745 $3.86M 0.98% +1,308 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,513 shares; 2024Q4: 33,963 shares; 2025Q1: 32,928 shares; 2025Q2: 32,515 shares; 2025Q3: 32,390 shares; 2025Q4: 32,866 shares; 2026Q1: 32,803 shares 32,803 $3.69M 0.94% -63 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: 2,287 shares; 2024Q4: 3,111 shares; 2025Q1: 3,383 shares; 2025Q2: 2,685 shares; 2025Q3: 2,858 shares; 2025Q4: 2,884 shares; 2026Q1: 2,481 shares 2,481 $3.65M 0.93% -403 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,553 shares; 2024Q4: 93,553 shares; 2025Q1: 92,745 shares; 2025Q2: 84,483 shares; 2025Q3: 78,250 shares; 2025Q4: 78,247 shares; 2026Q1: 78,121 shares 78,121 $3.54M 0.9% -126 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: 28,421 shares; 2024Q4: 28,186 shares; 2025Q1: 27,879 shares; 2025Q2: 14,227 shares; 2025Q3: 15,222 shares; 2025Q4: 15,827 shares; 2026Q1: 15,481 shares 15,481 $3.5M 0.89% -346 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: 8,752 shares; 2024Q4: 8,616 shares; 2025Q1: 8,577 shares; 2025Q2: 7,899 shares; 2025Q3: 9,523 shares; 2025Q4: 10,800 shares; 2026Q1: 11,022 shares 11,022 $3.26M 0.83% +222 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: 37,922 shares; 2024Q4: 37,230 shares; 2025Q1: 36,750 shares; 2025Q2: 16,688 shares; 2025Q3: 15,898 shares; 2025Q4: 15,722 shares; 2026Q1: 15,129 shares 15,129 $3.13M 0.8% -593 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: 11,986 shares; 2024Q4: 11,559 shares; 2025Q1: 11,297 shares; 2025Q2: 11,515 shares; 2025Q3: 12,734 shares; 2025Q4: 13,180 shares; 2026Q1: 12,829 shares 12,829 $3.11M 0.79% -351 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: 14,738 shares; 2024Q4: 14,501 shares; 2025Q1: 14,211 shares; 2025Q2: 13,881 shares; 2025Q3: 13,332 shares; 2025Q4: 13,515 shares; 2026Q1: 14,684 shares 14,684 $2.98M 0.76% +1,169 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: 24,277 shares; 2024Q4: 24,244 shares; 2025Q1: 23,755 shares; 2025Q2: 23,707 shares; 2025Q3: 22,497 shares; 2025Q4: 22,346 shares; 2026Q1: 21,546 shares 21,546 $2.93M 0.75% -800 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: 50,793 shares; 2024Q4: 47,991 shares; 2025Q1: 49,756 shares; 2025Q2: 46,590 shares; 2025Q3: 53,884 shares; 2025Q4: 55,530 shares; 2026Q1: 57,847 shares 57,847 $2.82M 0.72% +2,317 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $2.79M 0.71% 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: 13,695 shares; 2024Q4: 13,392 shares; 2025Q1: 14,424 shares; 2025Q2: 14,723 shares; 2025Q3: 16,376 shares; 2025Q4: 16,791 shares; 2026Q1: 17,341 shares 17,341 $2.77M 0.71% +550 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: 46,786 shares; 2024Q4: 40,937 shares; 2025Q1: 39,965 shares; 2025Q2: 36,337 shares; 2025Q3: 28,561 shares; 2025Q4: 27,249 shares; 2026Q1: 27,426 shares 27,426 $2.64M 0.67% +177 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: 15,116 shares; 2024Q4: 14,957 shares; 2025Q1: 15,256 shares; 2025Q2: 14,644 shares; 2025Q3: 14,333 shares; 2025Q4: 14,249 shares; 2026Q1: 13,871 shares 13,871 $2.63M 0.67% -378 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: 820 shares; 2024Q4: 2,117 shares; 2025Q1: 2,175 shares; 2025Q2: 2,141 shares; 2025Q3: 2,183 shares; 2025Q4: 23,669 shares; 2026Q1: 27,018 shares 27,018 $2.6M 0.66% +3,349 Timeline GSIG GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,600 shares; 2024Q4: 49,600 shares; 2025Q1: 48,104 shares; 2025Q2: 74,373 shares; 2025Q3: 52,442 shares; 2025Q4: 52,259 shares; 2026Q1: 53,202 shares 53,202 $2.52M 0.64% +943 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: 48,580 shares; 2024Q4: 47,484 shares; 2025Q1: 46,874 shares; 2025Q2: 25,539 shares; 2025Q3: 24,362 shares; 2025Q4: 24,097 shares; 2026Q1: 23,691 shares 23,691 $2.43M 0.62% -406 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: 32,883 shares; 2024Q4: 32,836 shares; 2025Q1: 32,567 shares; 2025Q2: 12,454 shares; 2025Q3: 10,296 shares; 2025Q4: 10,483 shares; 2026Q1: 9,487 shares 9,487 $2.32M 0.59% -996 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,368 shares; 2024Q4: 38,109 shares; 2025Q1: 37,205 shares; 2025Q2: 35,668 shares; 2025Q3: 34,015 shares; 2025Q4: 33,687 shares; 2026Q1: 31,374 shares 31,374 $2.28M 0.58% -2,313 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,988 shares; 2024Q4: 42,604 shares; 2025Q1: 46,716 shares; 2025Q2: 84,989 shares; 2025Q3: 44,486 shares; 2025Q4: 46,186 shares; 2026Q1: 44,389 shares 44,389 $2.25M 0.57% -1,797 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,616 shares; 2024Q4: 18,715 shares; 2025Q1: 18,417 shares; 2025Q2: 18,510 shares; 2025Q3: 21,062 shares; 2025Q4: 21,077 shares; 2026Q1: 21,017 shares 21,017 $2.22M 0.57% -60 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,680 shares; 2024Q4: 46,424 shares; 2025Q1: 44,875 shares; 2025Q2: 42,841 shares; 2025Q3: 39,895 shares; 2025Q4: 39,837 shares; 2026Q1: 39,055 shares 39,055 $2.11M 0.54% -782 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: 30,391 shares; 2024Q4: 30,490 shares; 2025Q1: 30,321 shares; 2025Q2: 13,163 shares; 2025Q3: 13,119 shares; 2025Q4: 13,048 shares; 2026Q1: 13,222 shares 13,222 $2.05M 0.52% +174 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: 17,227 shares; 2024Q4: 17,080 shares; 2025Q1: 16,614 shares; 2025Q2: 16,119 shares; 2025Q3: 15,760 shares; 2025Q4: 15,947 shares; 2026Q1: 15,506 shares 15,506 $2.05M 0.52% -441 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: 8,967 shares; 2024Q4: 8,792 shares; 2025Q1: 8,795 shares; 2025Q2: 8,798 shares; 2025Q3: 8,801 shares; 2025Q4: 8,771 shares; 2026Q1: 8,239 shares 8,239 $2.01M 0.51% -532 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: 16,122 shares; 2024Q4: 16,110 shares; 2025Q1: 16,110 shares; 2025Q2: 16,110 shares; 2025Q3: 16,080 shares; 2025Q4: 16,080 shares; 2026Q1: 16,072 shares 16,072 $2M 0.51% -8 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,029 shares; 2024Q4: 38,172 shares; 2025Q1: 36,660 shares; 2025Q2: 33,611 shares; 2025Q3: 32,374 shares; 2025Q4: 32,328 shares; 2026Q1: 34,128 shares 34,128 $1.97M 0.5% +1,800 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: 20,728 shares; 2024Q4: 21,098 shares; 2025Q1: 20,745 shares; 2025Q2: 20,115 shares; 2025Q3: 17,654 shares; 2025Q4: 17,562 shares; 2026Q1: 16,196 shares 16,196 $1.95M 0.5% -1,366 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,605 shares; 2024Q4: 73,169 shares; 2025Q1: 73,385 shares; 2025Q2: 65,065 shares; 2025Q3: 78,234 shares; 2025Q4: 79,475 shares; 2026Q1: 25,293 shares 25,293 $1.9M 0.48% -54,182 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: 4,537 shares; 2024Q4: 4,456 shares; 2025Q1: 4,567 shares; 2025Q2: 5,942 shares; 2025Q3: 6,407 shares; 2025Q4: 6,128 shares; 2026Q1: 6,605 shares 6,605 $1.79M 0.46% +477 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: 6,042 shares; 2024Q4: 6,042 shares; 2025Q1: 6,042 shares; 2025Q2: 6,042 shares; 2025Q3: 6,053 shares; 2025Q4: 6,053 shares; 2026Q1: 6,045 shares 6,045 $1.74M 0.44% -8 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,565 shares; 2024Q4: 64,537 shares; 2025Q1: 64,537 shares; 2025Q2: 62,366 shares; 2025Q3: 56,107 shares; 2025Q4: 56,111 shares; 2026Q1: 55,784 shares 55,784 $1.68M 0.43% -327 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,987 shares; 2024Q4: 20,875 shares; 2025Q1: 8,911 shares; 2025Q2: 8,911 shares; 2025Q3: 18,976 shares; 2025Q4: 19,223 shares; 2026Q1: 20,106 shares 20,106 $1.54M 0.39% +883 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: 31,566 shares; 2024Q4: 31,415 shares; 2025Q1: 31,257 shares; 2025Q2: 9,532 shares; 2025Q3: 10,191 shares; 2025Q4: 10,201 shares; 2026Q1: 10,342 shares 10,342 $1.49M 0.38% +141 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: 17,988 shares; 2024Q4: 17,987 shares; 2025Q1: 17,872 shares; 2025Q2: 7,872 shares; 2025Q3: 7,680 shares; 2025Q4: 7,719 shares; 2026Q1: 7,688 shares 7,688 $1.49M 0.38% -31 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: 9,529 shares; 2024Q4: 9,565 shares; 2025Q1: 9,564 shares; 2025Q2: 6,064 shares; 2025Q3: 6,064 shares; 2025Q4: 6,064 shares; 2026Q1: 6,064 shares 6,064 $1.47M 0.37% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,714 shares; 2025Q1: 6,701 shares; 2025Q2: 6,179 shares; 2025Q3: 6,021 shares; 2025Q4: 6,011 shares; 2026Q1: 5,912 shares 5,912 $1.4M 0.36% -99 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: 10,031 shares; 2024Q4: 10,031 shares; 2025Q1: 11,486 shares; 2025Q2: 1,223 shares; 2025Q3: 1,520 shares; 2025Q4: 1,587 shares; 2026Q1: 1,522 shares 1,522 $1.36M 0.35% -65 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares 2,805 $1.21M 0.31% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,645 shares; 2024Q4: 32,645 shares; 2025Q1: 32,645 shares; 2025Q2: 32,645 shares; 2025Q3: 31,045 shares; 2025Q4: 31,045 shares; 2026Q1: 31,045 shares 31,045 $1.17M 0.3% 0 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: 36,086 shares; 2024Q4: 36,086 shares; 2025Q1: 35,586 shares; 2025Q2: 5,489 shares; 2025Q3: 5,102 shares; 2025Q4: 5,102 shares; 2026Q1: 5,101 shares 5,101 $1.17M 0.3% -1 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,732 shares; 2026Q1: 54,438 shares 54,438 $1.12M 0.29% +52,706 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147,299 shares; 2025Q3: 49,766 shares; 2025Q4: 27,232 shares; 2026Q1: 23,841 shares 23,841 $1.11M 0.28% -3,391 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: 16,878 shares; 2024Q4: 17,397 shares; 2025Q1: 18,010 shares; 2025Q2: 17,729 shares; 2025Q3: 20,455 shares; 2025Q4: 21,027 shares; 2026Q1: 18,162 shares 18,162 $1.07M 0.27% -2,865 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: 3,657 shares; 2024Q4: 3,657 shares; 2025Q1: 3,321 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,799 shares 3,799 $1.01M 0.26% -21 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: 10,073 shares; 2024Q4: 10,501 shares; 2025Q1: 4,852 shares; 2025Q2: 4,852 shares; 2025Q3: 4,796 shares; 2025Q4: 4,796 shares; 2026Q1: 4,681 shares 4,681 $932K 0.24% -115 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,488 shares; 2024Q4: 17,488 shares; 2025Q1: 17,488 shares; 2025Q2: 17,488 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares; 2026Q1: 17,488 shares 17,488 $866K 0.22% 0 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: 14,894 shares; 2024Q4: 14,894 shares; 2025Q1: 14,894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $823K 0.21% 0 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: 3,258 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 3,256 shares; 2025Q3: 2,696 shares; 2025Q4: 2,690 shares; 2026Q1: 2,690 shares 2,690 $814K 0.21% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,508 shares; 2024Q4: 9,273 shares; 2025Q1: 9,190 shares; 2025Q2: 2,441 shares; 2025Q3: 2,762 shares; 2025Q4: 2,720 shares; 2026Q1: 2,787 shares 2,787 $810K 0.21% +67 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: 2,440 shares; 2024Q4: 2,532 shares; 2025Q1: 2,506 shares; 2025Q2: 1,753 shares; 2025Q3: 1,628 shares; 2025Q4: 1,607 shares; 2026Q1: 1,637 shares 1,637 $805K 0.21% +30 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 2,091 shares; 2025Q2: 1,605 shares; 2025Q3: 1,594 shares; 2025Q4: 1,671 shares; 2026Q1: 1,737 shares 1,737 $801K 0.2% +66 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 10,579 shares; 2025Q1: 10,579 shares; 2025Q2: 10,192 shares; 2025Q3: 8,603 shares; 2025Q4: 8,603 shares; 2026Q1: 8,645 shares 8,645 $796K 0.2% +42 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: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,274 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares 1,281 $765K 0.2% 0 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: 34,597 shares; 2024Q4: 32,817 shares; 2025Q1: 12,169 shares; 2025Q2: 11,242 shares; 2025Q3: 10,865 shares; 2025Q4: 10,558 shares; 2026Q1: 10,312 shares 10,312 $741K 0.19% -246 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: 971 shares; 2024Q4: 967 shares; 2025Q1: 1,164 shares; 2025Q2: 1,211 shares; 2025Q3: 1,229 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $725K 0.18% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $712K 0.18% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 9,915 shares; 2025Q1: 9,099 shares; 2025Q2: 9,276 shares; 2025Q3: 9,128 shares; 2025Q4: 9,071 shares; 2026Q1: 9,509 shares 9,509 $682K 0.17% +438 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares 1,632 $680K 0.17% 0 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: 9,447 shares; 2024Q4: 6,417 shares; 2025Q1: 6,417 shares; 2025Q2: 6,417 shares; 2025Q3: 6,417 shares; 2025Q4: 6,415 shares; 2026Q1: 8,848 shares 8,848 $673K 0.17% +2,433 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: 21,268 shares; 2024Q4: 19,737 shares; 2025Q1: 19,594 shares; 2025Q2: 18,033 shares; 2025Q3: 13,812 shares; 2025Q4: 11,478 shares; 2026Q1: 11,002 shares 11,002 $667K 0.17% -476 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,532 shares; 2025Q2: 1,532 shares; 2025Q3: 1,533 shares; 2025Q4: 1,534 shares; 2026Q1: 1,564 shares 1,564 $667K 0.17% +30 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,940 shares; 2024Q4: 33,940 shares; 2025Q1: 33,940 shares; 2025Q2: 33,940 shares; 2025Q3: 29,766 shares; 2025Q4: 29,766 shares; 2026Q1: 29,766 shares 29,766 $665K 0.17% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 8,005 shares; 2025Q1: 7,995 shares; 2025Q2: 7,066 shares; 2025Q3: 7,066 shares; 2025Q4: 7,066 shares; 2026Q1: 7,066 shares 7,066 $664K 0.17% 0 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: 7,672 shares; 2024Q4: 7,653 shares; 2025Q1: 7,565 shares; 2025Q2: 7,394 shares; 2025Q3: 3,904 shares; 2025Q4: 3,853 shares; 2026Q1: 3,450 shares 3,450 $662K 0.17% -403 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: 22,368 shares; 2024Q4: 22,371 shares; 2025Q1: 22,374 shares; 2025Q2: 11,086 shares; 2025Q3: 11,069 shares; 2025Q4: 11,069 shares; 2026Q1: 11,050 shares 11,050 $622K 0.16% -19 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: 2,157 shares; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares; 2026Q1: 2,157 shares 2,157 $612K 0.16% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 1,981 shares; 2025Q3: 1,916 shares; 2025Q4: 1,906 shares; 2026Q1: 1,904 shares 1,904 $592K 0.15% -2 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,863 shares; 2024Q4: 27,863 shares; 2025Q1: 27,863 shares; 2025Q2: 27,863 shares; 2025Q3: 27,563 shares; 2025Q4: 27,563 shares; 2026Q1: 27,563 shares 27,563 $553K 0.14% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $547K 0.14% 0 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: 11,952 shares; 2024Q4: 11,952 shares; 2025Q1: 11,952 shares; 2025Q2: 951 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $535K 0.14% 0 Timeline JMST 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: 18,620 shares; 2024Q4: 13,034 shares; 2025Q1: 12,282 shares; 2025Q2: 10,480 shares; 2025Q3: 10,436 shares; 2025Q4: 10,436 shares; 2026Q1: 10,436 shares 10,436 $532K 0.14% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 3,872 shares; 2026Q1: 3,872 shares 3,872 $524K 0.13% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,903 shares; 2024Q4: 19,796 shares; 2025Q1: 19,456 shares; 2025Q2: 3,264 shares; 2025Q3: 3,250 shares; 2025Q4: 3,248 shares; 2026Q1: 2,834 shares 2,834 $516K 0.13% -414 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: 9,595 shares; 2024Q4: 9,595 shares; 2025Q1: 9,595 shares; 2025Q2: 9,427 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $510K 0.13% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,134 shares; 2024Q4: 27,134 shares; 2025Q1: 26,382 shares; 2025Q2: 26,382 shares; 2025Q3: 26,382 shares; 2025Q4: 26,382 shares; 2026Q1: 26,382 shares 26,382 $509K 0.13% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,279 shares; 2024Q4: 19,030 shares; 2025Q1: 18,760 shares; 2025Q2: 7,591 shares; 2025Q3: 6,707 shares; 2025Q4: 5,454 shares; 2026Q1: 5,242 shares 5,242 $506K 0.13% -212 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: 20,963 shares; 2024Q4: 20,989 shares; 2025Q1: 20,989 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 2,989 shares 2,989 $494K 0.13% 0 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: 32,389 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 5,600 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $483K 0.12% 0 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: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $464K 0.12% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,587 shares; 2024Q4: 16,587 shares; 2025Q1: 16,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587 $455K 0.12% 0 Timeline RSPM 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: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $445K 0.11% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 11,996 shares; 2025Q1: 11,902 shares; 2025Q2: 6,334 shares; 2025Q3: 5,815 shares; 2025Q4: 5,711 shares; 2026Q1: 5,477 shares 5,477 $422K 0.11% -234 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: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,080 shares 1,080 $401K 0.1% +12 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,772 shares; 2025Q3: 36,707 shares; 2025Q4: 11,069 shares; 2026Q1: 9,790 shares 9,790 $399K 0.1% -1,279 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $346K 0.09% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,524 shares; 2024Q4: 31,435 shares; 2025Q1: 31,435 shares; 2025Q2: 5,435 shares; 2025Q3: 5,435 shares; 2025Q4: 5,435 shares; 2026Q1: 5,435 shares 5,435 $336K 0.09% 0 Timeline FENC FENNEC PHARMACEUTICALS INC More: the full row for FENNEC PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,848 shares; 2024Q4: 49,848 shares; 2025Q1: 49,848 shares; 2025Q2: 50,646 shares; 2025Q3: 50,646 shares; 2025Q4: 50,646 shares; 2026Q1: 50,646 shares 50,646 $311K 0.08% 0 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: 16,373 shares; 2024Q4: 13,975 shares; 2025Q1: 13,975 shares; 2025Q2: 8,689 shares; 2025Q3: 6,749 shares; 2025Q4: 6,549 shares; 2026Q1: 6,549 shares 6,549 $289K 0.07% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833 $285K 0.07% 0 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: 1,727 shares; 2024Q4: 1,730 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares 1,338 $278K 0.07% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,744 shares; 2025Q1: 1,696 shares; 2025Q2: 1,564 shares; 2025Q3: 3,219 shares; 2025Q4: 3,231 shares; 2026Q1: 2,941 shares 2,941 $266K 0.07% -290 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: 999 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 984 shares; 2025Q3: 771 shares; 2025Q4: 761 shares; 2026Q1: 528 shares 528 $264K 0.07% -233 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: 2,800 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 $262K 0.07% 0 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,150 shares; 2025Q3: 1,050 shares; 2025Q4: 1,200 shares; 2026Q1: 1,750 shares 1,750 $256K 0.07% +550 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $254K 0.06% 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: 35,854 shares; 2024Q4: 9,579 shares; 2025Q1: 9,114 shares; 2025Q2: 8,740 shares; 2025Q3: 7,540 shares; 2025Q4: 8,674 shares; 2026Q1: 8,047 shares 8,047 $231K 0.06% -627 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: 4,471 shares; 2024Q4: 4,220 shares; 2025Q1: 4,216 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $211K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,134 shares; 2024Q4: 34,134 shares; 2025Q1: 34,134 shares; 2025Q2: 4,134 shares; 2025Q3: 4,087 shares; 2025Q4: 3,937 shares; 2026Q1: 3,937 shares 3,937 $198K 0.05% 0 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: 6,000 shares; 2024Q4: 6,529 shares; 2025Q1: 6,529 shares; 2025Q2: 6,529 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 6,429 shares 6,429 $181K 0.05% 0 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: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares; 2026Q1: 2,314 shares 2,314 $180K 0.05% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 629 shares; 2025Q1: 630 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 912 shares; 2026Q1: 632 shares 632 $174K 0.04% -280 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: 45,659 shares; 2024Q4: 45,642 shares; 2025Q1: 45,639 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares; 2026Q1: 2,594 shares 2,594 $171K 0.04% -45 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $169K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,742 shares; 2026Q1: 1,742 shares 1,742 $164K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 6,057 shares; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares; 2025Q4: 5,570 shares; 2026Q1: 5,570 shares 5,570 $161K 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $149K 0.04% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 277 shares; 2025Q3: 343 shares; 2025Q4: 1,490 shares; 2026Q1: 1,453 shares 1,453 $142K 0.04% -37 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: 4,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $140K 0.04% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,754 shares; 2025Q3: 3,754 shares; 2025Q4: 3,754 shares; 2026Q1: 3,754 shares 3,754 $137K 0.03% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,955 shares; 2024Q4: 10,576 shares; 2025Q1: 12,545 shares; 2025Q2: 11,283 shares; 2025Q3: 13,759 shares; 2025Q4: 56,791 shares; 2026Q1: 46,335 shares 46,335 $135K 0.03% -10,456 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $128K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,504 shares; 2024Q4: 20,850 shares; 2025Q1: 20,363 shares; 2025Q2: 20,355 shares; 2025Q3: 16,853 shares; 2025Q4: 9,984 shares; 2026Q1: 5,186 shares 5,186 $127K 0.03% -4,798 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: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 922 shares 922 $119K 0.03% +4 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares 1,439 $115K 0.03% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,326 shares; 2024Q4: 17,190 shares; 2025Q1: 17,109 shares; 2025Q2: 3,627 shares; 2025Q3: 3,596 shares; 2025Q4: 2,528 shares; 2026Q1: 2,505 shares 2,505 $115K 0.03% -23 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $112K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $111K 0.03% 0 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: 33,700 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $104K 0.03% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 8,255 shares; 2025Q1: 7,605 shares; 2025Q2: 7,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,605 shares; 2026Q1: 2,605 shares 2,605 $104K 0.03% 0 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: 13,465 shares; 2024Q4: 12,990 shares; 2025Q1: 12,731 shares; 2025Q2: 13,013 shares; 2025Q3: 5,343 shares; 2025Q4: 1,227 shares; 2026Q1: 845 shares 845 $102K 0.03% -382 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 882 shares 882 $102K 0.03% -300 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,998 shares 12,998 $99.7K 0.03% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $99.2K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,727 shares; 2026Q1: 840 shares 840 $96.9K 0.02% -887 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED 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: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $88.6K 0.02% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,093 shares; 2025Q1: 3,093 shares; 2025Q2: 3,006 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 1,591 shares 1,591 $88K 0.02% -195 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: 305 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 213 shares; 2025Q3: 229 shares; 2025Q4: 853 shares; 2026Q1: 853 shares 853 $87.3K 0.02% 0 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: 2,320 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 $86.3K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $83.6K 0.02% 0 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: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares 721 $81.8K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $81.1K 0.02% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 297 shares 297 $80.9K 0.02% -3 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $78.6K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 165 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 398 shares 398 $78K 0.02% +222 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,554 shares; 2024Q4: 138,309 shares; 2025Q1: 138,860 shares; 2025Q2: 149,405 shares; 2025Q3: 148,471 shares; 2025Q4: 2,036 shares; 2026Q1: 1,948 shares 1,948 $77.5K 0.02% -88 Timeline DIVI 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: 2,493 shares; 2024Q4: 2,574 shares; 2025Q1: 2,418 shares; 2025Q2: 1,946 shares; 2025Q3: 1,950 shares; 2025Q4: 1,987 shares; 2026Q1: 1,902 shares 1,902 $75.7K 0.02% -85 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,330 shares; 2024Q4: 13,322 shares; 2025Q1: 13,297 shares; 2025Q2: 272 shares; 2025Q3: 239 shares; 2025Q4: 299 shares; 2026Q1: 243 shares 243 $75.2K 0.02% -56 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $72.2K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 928 shares; 2025Q4: 932 shares; 2026Q1: 839 shares 839 $71.5K 0.02% -93 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: 18,183 shares; 2024Q4: 18,183 shares; 2025Q1: 18,183 shares; 2025Q2: 975 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 544 shares 544 $71.2K 0.02% -98 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,827 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares; 2026Q1: 999 shares 999 $71K 0.02% -178 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 761 shares; 2025Q3: 740 shares; 2025Q4: 735 shares; 2026Q1: 652 shares 652 $70.6K 0.02% -83 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: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $70.5K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 18,058 shares; 2025Q1: 18,073 shares; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 1,543 shares; 2026Q1: 1,543 shares 1,543 $64.3K 0.02% 0 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: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $64K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 438 shares 438 $63.6K 0.02% -2 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: 6,953 shares; 2024Q4: 6,936 shares; 2025Q1: 6,936 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 118 shares 118 $63.5K 0.02% -21 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,423 shares; 2026Q1: 828 shares 828 $63.1K 0.02% -595 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares; 2026Q1: 900 shares 900 $62.5K 0.02% -707 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 177 shares; 2025Q1: 115 shares; 2025Q2: 55 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $61.1K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 444 shares; 2025Q4: 410 shares; 2026Q1: 376 shares 376 $60.3K 0.02% -34 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP 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: 200 shares; 2025Q3: 200 shares; 2025Q4: 901 shares; 2026Q1: 901 shares 901 $59.3K 0.02% 0 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: 215 shares; 2024Q4: 203 shares; 2025Q1: 141 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 98 shares; 2026Q1: 91 shares 91 $55K 0.01% -7 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares 1,952 $53.6K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $52.6K 0.01% 0 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: 63 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $52.5K 0.01% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 834 shares; 2025Q4: 1,244 shares; 2026Q1: 1,049 shares 1,049 $52.3K 0.01% -195 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: 513 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 374 shares 374 $52.1K 0.01% -38 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $50.3K 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: 1,881 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,500 shares 1,500 $50.3K 0.01% -118 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: 232 shares; 2024Q4: 260 shares; 2025Q1: 200 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 376 shares; 2026Q1: 376 shares 376 $50K 0.01% 0 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: 281 shares; 2024Q4: 281 shares; 2025Q1: 351 shares; 2025Q2: 431 shares; 2025Q3: 458 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513 $49.6K 0.01% 0 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: 559 shares; 2024Q4: 504 shares; 2025Q1: 723 shares; 2025Q2: 472 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 416 shares 416 $49.4K 0.01% -55 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares 692 $49.3K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 762 shares; 2026Q1: 600 shares 600 $45.2K 0.01% -162 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 1,837 shares; 2025Q3: 1,944 shares; 2025Q4: 1,970 shares; 2026Q1: 1,985 shares 1,985 $44.8K 0.01% +15 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,358 shares; 2025Q1: 1,366 shares; 2025Q2: 1,377 shares; 2025Q3: 1,040 shares; 2025Q4: 881 shares; 2026Q1: 885 shares 885 $44.5K 0.01% +4 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $44K 0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 138 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 135 shares 135 $43.3K 0.01% +59 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 106 shares 106 $43.2K 0.01% -25 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $43.2K 0.01% 0 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: 25,000 shares; 2024Q4: 25,191 shares; 2025Q1: 25,191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $41.5K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 323 shares; 2026Q1: 240 shares 240 $41.3K 0.01% -83 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: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799 $41.1K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,295 shares; 2025Q1: 2,045 shares; 2025Q2: 1,245 shares; 2025Q3: 1,824 shares; 2025Q4: 1,919 shares; 2026Q1: 2,439 shares 2,439 $41K 0.01% +520 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 528 shares 528 $40.7K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 869 shares; 2025Q1: 915 shares; 2025Q2: 806 shares; 2025Q3: 252 shares; 2025Q4: 269 shares; 2026Q1: 243 shares 243 $40K 0.01% -26 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 939 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 859 shares 859 $39.9K 0.01% -71 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 5,149 shares; 2025Q1: 5,464 shares; 2025Q2: 4,040 shares; 2025Q3: 1,041 shares; 2025Q4: 1,034 shares; 2026Q1: 932 shares 932 $39.6K 0.01% -102 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $39.4K 0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 2,400 shares 2,400 $38.2K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $35.1K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $33.9K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 242 shares; 2026Q1: 305 shares 305 $33.3K 0.01% +63 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $33.1K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 346 shares; 2026Q1: 533 shares 533 $32.7K 0.01% +187 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,750 shares; 2025Q1: 2,755 shares; 2025Q2: 2,760 shares; 2025Q3: 2,766 shares; 2025Q4: 908 shares; 2026Q1: 908 shares 908 $32.4K 0.01% 0 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: 525 shares; 2024Q4: 479 shares; 2025Q1: 225 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 278 shares 278 $32K 0.01% +34 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: 1,220 shares 1,220 $31.1K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 496 shares 496 $31.1K 0.01% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $30.8K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $30.1K 0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares 1,124 $29.3K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 196 shares; 2025Q3: 674 shares; 2025Q4: 248 shares; 2026Q1: 279 shares 279 $28.9K 0.01% +31 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $28.4K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 988 shares; 2025Q1: 941 shares; 2025Q2: 848 shares; 2025Q3: 973 shares; 2025Q4: 955 shares; 2026Q1: 779 shares 779 $27.4K 0.01% -176 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,567 shares; 2024Q4: 18,567 shares; 2025Q1: 18,567 shares; 2025Q2: 353 shares; 2025Q3: 384 shares; 2025Q4: 394 shares; 2026Q1: 373 shares 373 $26.6K 0.01% -21 Timeline SGVT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 524 shares; 2026Q1: 259 shares 259 $26.1K 0.01% -265 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: 311 shares; 2024Q4: 311 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 123 shares 123 $25K 0.01% -6 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: 128 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 71 shares 71 $25K 0.01% -14 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $24.4K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $23.8K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 314 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 319 shares 319 $23.6K 0.01% -28 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 65 shares; 2025Q1: 66 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 52 shares; 2026Q1: 64 shares 64 $23.3K 0.01% +12 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $22.5K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $22K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 336 shares 336 $21.6K 0.01% +35 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: 4,399 shares; 2024Q4: 3,449 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $20.6K 0.01% 0 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $20.4K 0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $19.7K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $19.6K 0.01% 0 Timeline SCZM SANTACRUZ SILVER MNG LTD More: the full row for SANTACRUZ SILVER MNG 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: 2,242 shares 2,242 $19.5K <0.01% new Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $18.5K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18.4K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 80 shares 80 $16.7K <0.01% -80 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 289 shares; 2026Q1: 289 shares 289 $16.5K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 10,176 shares; 2025Q1: 10,176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $16.4K <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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $16.3K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $16.1K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 206 shares; 2025Q1: 200 shares; 2025Q2: 185 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $15.9K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $15.7K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 228 shares; 2025Q1: 229 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 113 shares; 2026Q1: 114 shares 114 $15K <0.01% +1 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $14.1K <0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $13.6K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $13.6K <0.01% 0 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: 971 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 724 shares; 2025Q3: 431 shares; 2025Q4: 351 shares; 2026Q1: 300 shares 300 $13.6K <0.01% -51 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $13.5K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC 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: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $12.5K <0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $12.5K <0.01% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $11.7K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $11.7K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 509 shares 509 $11.4K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $11.4K <0.01% 0 Timeline MINE MAYFAIR GOLD CORP More: the full row for MAYFAIR GOLD 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: 3,500 shares 3,500 $10.8K <0.01% new 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $10.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $10.1K <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: 47 shares; 2024Q4: 40 shares; 2025Q1: 114 shares; 2025Q2: 24 shares; 2025Q3: 107 shares; 2025Q4: 102 shares; 2026Q1: 99 shares 99 $9.62K <0.01% -3 Timeline EWJV 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: 216 shares 216 $9.22K <0.01% new Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $8.94K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $8.92K <0.01% new 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $8.78K <0.01% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $8.77K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 349 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 448 shares 448 $8.61K <0.01% +72 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $8.29K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares 6 $8.27K <0.01% new 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $7.98K <0.01% 0 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: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 200 shares 200 $7.68K <0.01% -35 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 209 shares; 2025Q4: 204 shares; 2026Q1: 94 shares 94 $7.68K <0.01% -110 Timeline RLYB RALLYBIO CORP More: the full row for RALLYBIO 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: 812 shares 812 $7.28K <0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $6.99K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 1,000 shares 1,000 $6.63K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.53K <0.01% 0 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $6.47K <0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $6.36K <0.01% 0 Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $6.09K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 107 shares 107 $6.05K <0.01% -59 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $5.63K <0.01% 0 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $5.62K <0.01% 0 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $5.6K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $5.37K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $5.28K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $5.05K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $5.04K <0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 134 shares; 2025Q4: 156 shares; 2026Q1: 197 shares 197 $5K <0.01% +41 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $4.99K <0.01% 0 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: 114 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 35 shares; 2025Q3: 42 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $4.91K <0.01% 0 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: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $4.8K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares 59 $4.72K <0.01% new 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 16 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $4.72K <0.01% 0 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares 144 $4.57K <0.01% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 20 shares; 2025Q4: 28 shares; 2026Q1: 32 shares 32 $4.47K <0.01% +4 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 15 shares 15 $4.45K <0.01% -26 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS 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: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $4.33K <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: 33 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 12 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $4.17K <0.01% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $4.05K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 9 shares 9 $4.02K <0.01% -3 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $4.01K <0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $4K <0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $3.99K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $3.86K <0.01% 0 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $3.76K <0.01% 0 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $3.76K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 55 shares 55 $3.7K <0.01% -29 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 99 shares 99 $3.67K <0.01% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $3.36K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $3.27K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $3.2K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 3,533 shares; 2025Q1: 3,478 shares; 2025Q2: 3,478 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.15K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $3.14K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $3.09K <0.01% 0 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: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $2.95K <0.01% 0 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: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $2.9K <0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $2.64K <0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.27K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 185 shares; 2026Q1: 35 shares 35 $1.85K <0.01% -150 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.6K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $1.58K <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: 432 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 228 shares; 2026Q1: 42 shares 42 $1.54K <0.01% -186 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: 40,011 shares; 2024Q4: 40,011 shares; 2025Q1: 40,011 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $1.5K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $1.44K <0.01% new Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.17K <0.01% 0 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $934 <0.01% 0 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $888 <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $804 <0.01% 0 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $399 <0.01% 0 Timeline CHPT CHARGEPOINT HOLDINGS INC More: the full row for CHARGEPOINT 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: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $365 <0.01% 0 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $364 <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $327 <0.01% 0 Timeline MYGN MYRIAD GENETICS INC More: the full row for MYRIAD GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $270 <0.01% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $184 <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $149 <0.01% 0 Timeline IBID 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: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $126 <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $94 <0.01% 0 Timeline