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: 530,528 shares; 2024Q4: 529,758 shares; 2025Q1: 527,656 shares; 2025Q2: 529,406 shares; 2025Q3: 536,830 shares; 2025Q4: 534,282 shares; 2026Q1: 511,249 shares 511,249 $130M 13.45% -23,033 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,985 shares; 2024Q4: 200,896 shares; 2025Q1: 207,621 shares; 2025Q2: 213,320 shares; 2025Q3: 216,963 shares; 2025Q4: 217,235 shares; 2026Q1: 221,595 shares 221,595 $96.8M 10.04% +4,360 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: 558,839 shares; 2024Q4: 584,571 shares; 2025Q1: 604,437 shares; 2025Q2: 625,930 shares; 2025Q3: 637,963 shares; 2025Q4: 642,119 shares; 2026Q1: 645,989 shares 645,989 $95.7M 9.92% +3,870 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: 264,764 shares; 2024Q4: 268,897 shares; 2025Q1: 290,676 shares; 2025Q2: 299,374 shares; 2025Q3: 300,121 shares; 2025Q4: 305,364 shares; 2026Q1: 304,711 shares 304,711 $53.1M 5.51% -653 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,116 shares; 2026Q1: 181,857 shares 181,857 $37.4M 3.88% +3,741 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: 34,934 shares; 2024Q4: 37,452 shares; 2025Q1: 38,241 shares; 2025Q2: 39,920 shares; 2025Q3: 41,337 shares; 2025Q4: 50,961 shares; 2026Q1: 50,596 shares 50,596 $33.1M 3.43% -365 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: 95,954 shares; 2024Q4: 96,040 shares; 2025Q1: 94,748 shares; 2025Q2: 94,893 shares; 2025Q3: 97,377 shares; 2025Q4: 97,000 shares; 2026Q1: 94,867 shares 94,867 $27.3M 2.83% -2,133 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,423 shares; 2024Q4: 206,801 shares; 2025Q1: 222,708 shares; 2025Q2: 234,774 shares; 2025Q3: 249,466 shares; 2025Q4: 258,722 shares; 2026Q1: 263,874 shares 263,874 $18.4M 1.91% +5,152 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882,202 shares; 2024Q4: 851,180 shares; 2025Q1: 927,396 shares; 2025Q2: 952,756 shares; 2025Q3: 997,625 shares; 2025Q4: 998,172 shares; 2026Q1: 999,249 shares 999,249 $17.7M 1.84% +1,077 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: 47,024 shares; 2024Q4: 46,487 shares; 2025Q1: 46,834 shares; 2025Q2: 46,908 shares; 2025Q3: 46,831 shares; 2025Q4: 47,870 shares; 2026Q1: 47,667 shares 47,667 $17.6M 1.83% -203 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: 367,678 shares; 2024Q4: 384,034 shares; 2025Q1: 409,410 shares; 2025Q2: 418,776 shares; 2025Q3: 435,627 shares; 2025Q4: 128,985 shares; 2026Q1: 129,328 shares 129,328 $16.1M 1.67% +343 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,372 shares; 2024Q4: 94,672 shares; 2025Q1: 94,672 shares; 2025Q2: 94,032 shares; 2025Q3: 86,622 shares; 2025Q4: 77,452 shares; 2026Q1: 68,458 shares 68,458 $14.7M 1.52% -8,994 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: 51,334 shares; 2024Q4: 50,106 shares; 2025Q1: 51,337 shares; 2025Q2: 52,338 shares; 2025Q3: 52,584 shares; 2025Q4: 53,788 shares; 2026Q1: 56,295 shares 56,295 $11.7M 1.22% +2,507 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: 34,052 shares; 2024Q4: 68,078 shares; 2025Q1: 68,078 shares; 2025Q2: 68,078 shares; 2025Q3: 69,978 shares; 2025Q4: 69,978 shares; 2026Q1: 71,857 shares 71,857 $11.5M 1.19% +1,879 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: 17,905 shares; 2024Q4: 18,202 shares; 2025Q1: 18,348 shares; 2025Q2: 19,206 shares; 2025Q3: 19,527 shares; 2025Q4: 20,378 shares; 2026Q1: 20,056 shares 20,056 $11.5M 1.19% -322 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,014 shares; 2024Q4: 98,797 shares; 2025Q1: 108,707 shares; 2025Q2: 134,535 shares; 2025Q3: 163,166 shares; 2025Q4: 181,674 shares; 2026Q1: 195,501 shares 195,501 $10.2M 1.05% +13,827 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: 32,305 shares; 2024Q4: 32,435 shares; 2025Q1: 32,123 shares; 2025Q2: 31,923 shares; 2025Q3: 33,566 shares; 2025Q4: 33,671 shares; 2026Q1: 32,979 shares 32,979 $9.97M 1.03% -692 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: 30,068 shares; 2024Q4: 30,111 shares; 2025Q1: 30,006 shares; 2025Q2: 29,791 shares; 2025Q3: 30,662 shares; 2025Q4: 31,078 shares; 2026Q1: 30,980 shares 30,980 $9.11M 0.95% -98 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,067 shares; 2024Q4: 43,762 shares; 2025Q1: 112,055 shares; 2025Q2: 132,914 shares; 2025Q3: 155,179 shares; 2025Q4: 161,453 shares; 2026Q1: 177,069 shares 177,069 $8.92M 0.92% +15,616 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: 16,395 shares; 2024Q4: 16,850 shares; 2025Q1: 17,776 shares; 2025Q2: 18,218 shares; 2025Q3: 18,276 shares; 2025Q4: 18,816 shares; 2026Q1: 20,663 shares 20,663 $8.89M 0.92% +1,847 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: 12,269 shares; 2024Q4: 12,322 shares; 2025Q1: 12,518 shares; 2025Q2: 12,847 shares; 2025Q3: 27,111 shares; 2025Q4: 28,258 shares; 2026Q1: 27,678 shares 27,678 $8.57M 0.89% -580 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: 8,033 shares; 2024Q4: 7,967 shares; 2025Q1: 7,879 shares; 2025Q2: 7,991 shares; 2025Q3: 8,362 shares; 2025Q4: 8,620 shares; 2026Q1: 8,540 shares 8,540 $8.51M 0.88% -80 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,417 shares; 2025Q1: 24,601 shares; 2025Q2: 30,958 shares; 2025Q3: 32,551 shares; 2025Q4: 32,015 shares; 2026Q1: 29,389 shares 29,389 $7.36M 0.76% -2,626 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: 22,215 shares; 2024Q4: 22,664 shares; 2025Q1: 23,110 shares; 2025Q2: 23,796 shares; 2025Q3: 24,930 shares; 2025Q4: 25,470 shares; 2026Q1: 25,664 shares 25,664 $7.36M 0.76% +194 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: 11,036 shares; 2024Q4: 10,736 shares; 2025Q1: 10,742 shares; 2025Q2: 10,661 shares; 2025Q3: 11,256 shares; 2025Q4: 11,096 shares; 2026Q1: 11,317 shares 11,317 $6.53M 0.68% +221 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: 9,140 shares; 2024Q4: 9,086 shares; 2025Q1: 9,690 shares; 2025Q2: 9,776 shares; 2025Q3: 9,454 shares; 2025Q4: 9,684 shares; 2026Q1: 9,920 shares 9,920 $6.45M 0.67% +236 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,457 shares; 2024Q4: 108,898 shares; 2025Q1: 108,605 shares; 2025Q2: 108,791 shares; 2025Q3: 107,249 shares; 2025Q4: 117,794 shares; 2026Q1: 116,459 shares 116,459 $6.29M 0.65% -1,335 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: 10,932 shares; 2024Q4: 10,890 shares; 2025Q1: 10,883 shares; 2025Q2: 11,054 shares; 2025Q3: 11,054 shares; 2025Q4: 12,191 shares; 2026Q1: 12,191 shares 12,191 $5.84M 0.61% 0 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: 14,352 shares; 2024Q4: 14,259 shares; 2025Q1: 15,057 shares; 2025Q2: 14,762 shares; 2025Q3: 14,453 shares; 2025Q4: 15,442 shares; 2026Q1: 15,349 shares 15,349 $5.71M 0.59% -93 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: 35,882 shares; 2024Q4: 35,768 shares; 2025Q1: 35,562 shares; 2025Q2: 36,506 shares; 2025Q3: 37,931 shares; 2025Q4: 40,131 shares; 2026Q1: 41,496 shares 41,496 $5.48M 0.57% +1,365 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,649 shares; 2025Q1: 1,463 shares; 2025Q2: 1,505 shares; 2025Q3: 1,530 shares; 2025Q4: 1,527 shares; 2026Q1: 1,543 shares 1,543 $5.21M 0.54% +16 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: 2,514 shares; 2024Q4: 7,259 shares; 2025Q1: 7,669 shares; 2025Q2: 7,563 shares; 2025Q3: 7,859 shares; 2025Q4: 8,158 shares; 2026Q1: 8,552 shares 8,552 $5.11M 0.53% +394 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: 25,806 shares; 2024Q4: 28,784 shares; 2025Q1: 29,636 shares; 2025Q2: 29,680 shares; 2025Q3: 30,250 shares; 2025Q4: 30,496 shares; 2026Q1: 30,423 shares 30,423 $5.01M 0.52% -73 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: 14,591 shares; 2026Q1: 14,562 shares 14,562 $4.92M 0.51% -29 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,657 shares; 2024Q4: 24,842 shares; 2025Q1: 24,618 shares; 2025Q2: 24,712 shares; 2025Q3: 25,343 shares; 2025Q4: 24,868 shares; 2026Q1: 24,467 shares 24,467 $4.78M 0.5% -401 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,149 shares; 2024Q4: 50,496 shares; 2025Q1: 50,948 shares; 2025Q2: 52,102 shares; 2025Q3: 51,013 shares; 2025Q4: 99,024 shares; 2026Q1: 101,963 shares 101,963 $4.68M 0.49% +2,939 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,391 shares; 2024Q4: 12,332 shares; 2025Q1: 12,122 shares; 2025Q2: 12,281 shares; 2025Q3: 13,317 shares; 2025Q4: 13,581 shares; 2026Q1: 13,438 shares 13,438 $4.64M 0.48% -143 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,027 shares; 2024Q4: 164,831 shares; 2025Q1: 165,820 shares; 2025Q2: 164,631 shares; 2025Q3: 165,517 shares; 2025Q4: 165,542 shares; 2026Q1: 152,049 shares 152,049 $4.43M 0.46% -13,493 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,723 shares; 2025Q1: 3,748 shares; 2025Q2: 5,229 shares; 2025Q3: 6,096 shares; 2025Q4: 12,180 shares; 2026Q1: 12,368 shares 12,368 $4.42M 0.46% +188 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: 34,957 shares; 2024Q4: 34,797 shares; 2025Q1: 34,667 shares; 2025Q2: 34,655 shares; 2025Q3: 34,735 shares; 2025Q4: 35,234 shares; 2026Q1: 35,168 shares 35,168 $4.37M 0.45% -66 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 6,108 shares; 2025Q1: 6,791 shares; 2025Q2: 7,551 shares; 2025Q3: 8,117 shares; 2025Q4: 8,078 shares; 2026Q1: 7,771 shares 7,771 $4.27M 0.44% -307 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: 21,464 shares; 2024Q4: 20,100 shares; 2025Q1: 20,119 shares; 2025Q2: 20,113 shares; 2025Q3: 20,151 shares; 2025Q4: 20,335 shares; 2026Q1: 20,348 shares 20,348 $4.21M 0.44% +13 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: 7,445 shares; 2024Q4: 7,499 shares; 2025Q1: 7,401 shares; 2025Q2: 7,235 shares; 2025Q3: 7,970 shares; 2025Q4: 8,388 shares; 2026Q1: 8,418 shares 8,418 $4.14M 0.43% +30 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: 22,829 shares; 2024Q4: 23,527 shares; 2025Q1: 23,278 shares; 2025Q2: 22,219 shares; 2025Q3: 23,813 shares; 2025Q4: 24,224 shares; 2026Q1: 24,753 shares 24,753 $3.89M 0.4% +529 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: 19,489 shares; 2024Q4: 19,267 shares; 2025Q1: 19,316 shares; 2025Q2: 19,231 shares; 2025Q3: 19,207 shares; 2025Q4: 19,158 shares; 2026Q1: 19,158 shares 19,158 $3.81M 0.4% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,041 shares; 2024Q4: 20,801 shares; 2025Q1: 20,755 shares; 2025Q2: 20,729 shares; 2025Q3: 21,433 shares; 2025Q4: 22,010 shares; 2026Q1: 22,032 shares 22,032 $3.74M 0.39% +22 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: 3,101 shares; 2024Q4: 3,095 shares; 2025Q1: 3,414 shares; 2025Q2: 3,464 shares; 2025Q3: 3,310 shares; 2025Q4: 33,748 shares; 2026Q1: 38,639 shares 38,639 $3.72M 0.39% +4,891 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: 3,793 shares; 2024Q4: 3,793 shares; 2025Q1: 3,777 shares; 2025Q2: 3,978 shares; 2025Q3: 4,978 shares; 2025Q4: 5,045 shares; 2026Q1: 5,060 shares 5,060 $3.59M 0.37% +15 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,922 shares; 2024Q4: 15,347 shares; 2025Q1: 17,523 shares; 2025Q2: 17,254 shares; 2025Q3: 19,744 shares; 2025Q4: 22,235 shares; 2026Q1: 21,366 shares 21,366 $3.51M 0.36% -869 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: 27,017 shares; 2024Q4: 26,932 shares; 2025Q1: 25,328 shares; 2025Q2: 25,245 shares; 2025Q3: 25,983 shares; 2025Q4: 25,930 shares; 2026Q1: 25,749 shares 25,749 $3.5M 0.36% -181 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,863 shares; 2024Q4: 58,239 shares; 2025Q1: 53,727 shares; 2025Q2: 53,699 shares; 2025Q3: 54,312 shares; 2025Q4: 49,697 shares; 2026Q1: 41,996 shares 41,996 $3.47M 0.36% -7,701 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,743 shares; 2024Q4: 40,416 shares; 2025Q1: 40,354 shares; 2025Q2: 40,011 shares; 2025Q3: 39,486 shares; 2025Q4: 39,486 shares; 2026Q1: 37,158 shares 37,158 $3.45M 0.36% -2,328 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: 10,259 shares; 2024Q4: 10,263 shares; 2025Q1: 10,152 shares; 2025Q2: 10,572 shares; 2025Q3: 11,152 shares; 2025Q4: 11,568 shares; 2026Q1: 11,403 shares 11,403 $3.37M 0.35% -165 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 4,928 shares; 2025Q1: 23,985 shares; 2025Q2: 22,520 shares; 2025Q3: 22,536 shares; 2025Q4: 22,413 shares; 2026Q1: 22,578 shares 22,578 $3.3M 0.34% +165 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,331 shares; 2024Q4: 15,628 shares; 2025Q1: 16,291 shares; 2025Q2: 18,190 shares; 2025Q3: 18,015 shares; 2025Q4: 35,708 shares; 2026Q1: 36,210 shares 36,210 $3.28M 0.34% +502 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,201 shares; 2024Q4: 14,235 shares; 2025Q1: 14,291 shares; 2025Q2: 14,311 shares; 2025Q3: 14,068 shares; 2025Q4: 14,072 shares; 2026Q1: 14,175 shares 14,175 $3.08M 0.32% +103 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: 11,858 shares; 2024Q4: 11,680 shares; 2025Q1: 10,727 shares; 2025Q2: 10,292 shares; 2025Q3: 11,633 shares; 2025Q4: 11,847 shares; 2026Q1: 11,899 shares 11,899 $2.91M 0.3% +52 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 576 shares; 2025Q1: 575 shares; 2025Q2: 679 shares; 2025Q3: 970 shares; 2025Q4: 4,093 shares; 2026Q1: 3,801 shares 3,801 $2.77M 0.29% -292 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,412 shares; 2024Q4: 7,626 shares; 2025Q1: 8,077 shares; 2025Q2: 8,513 shares; 2025Q3: 8,706 shares; 2025Q4: 8,523 shares; 2026Q1: 8,401 shares 8,401 $2.76M 0.29% -122 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: 9,026 shares; 2024Q4: 9,119 shares; 2025Q1: 8,909 shares; 2025Q2: 8,653 shares; 2025Q3: 8,396 shares; 2025Q4: 8,354 shares; 2026Q1: 8,330 shares 8,330 $2.74M 0.28% -24 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 3,750 shares; 2026Q1: 37,051 shares 37,051 $2.72M 0.28% +33,301 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: 11,579 shares; 2024Q4: 11,369 shares; 2025Q1: 11,100 shares; 2025Q2: 11,612 shares; 2025Q3: 11,963 shares; 2025Q4: 11,746 shares; 2026Q1: 11,838 shares 11,838 $2.68M 0.28% +92 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: 31,485 shares; 2024Q4: 31,333 shares; 2025Q1: 30,476 shares; 2025Q2: 29,387 shares; 2025Q3: 30,109 shares; 2025Q4: 30,400 shares; 2026Q1: 29,718 shares 29,718 $2.66M 0.28% -682 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: 56,185 shares; 2024Q4: 53,002 shares; 2025Q1: 53,016 shares; 2025Q2: 52,943 shares; 2025Q3: 52,962 shares; 2025Q4: 53,950 shares; 2026Q1: 53,797 shares 53,797 $2.62M 0.27% -153 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,520 shares; 2024Q4: 18,520 shares; 2025Q1: 13,820 shares; 2025Q2: 13,800 shares; 2025Q3: 13,670 shares; 2025Q4: 13,563 shares; 2026Q1: 26,540 shares 26,540 $2.53M 0.26% +12,977 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: 6,190 shares; 2024Q4: 6,394 shares; 2025Q1: 6,722 shares; 2025Q2: 6,928 shares; 2025Q3: 7,643 shares; 2025Q4: 7,162 shares; 2026Q1: 7,209 shares 7,209 $2.31M 0.24% +47 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,914 shares; 2025Q1: 1,869 shares; 2025Q2: 1,878 shares; 2025Q3: 2,033 shares; 2025Q4: 2,047 shares; 2026Q1: 1,904 shares 1,904 $2.21M 0.23% -143 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,092 shares; 2024Q4: 28,484 shares; 2025Q1: 29,169 shares; 2025Q2: 30,061 shares; 2025Q3: 31,147 shares; 2025Q4: 36,097 shares; 2026Q1: 33,374 shares 33,374 $2.14M 0.22% -2,723 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,326 shares; 2024Q4: 19,694 shares; 2025Q1: 19,729 shares; 2025Q2: 19,794 shares; 2025Q3: 19,936 shares; 2025Q4: 21,286 shares; 2026Q1: 22,024 shares 22,024 $2.12M 0.22% +738 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,210 shares; 2026Q1: 31,210 shares 31,210 $2.11M 0.22% 0 Timeline UCON 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: 12,053 shares; 2025Q2: 29,818 shares; 2025Q3: 54,218 shares; 2025Q4: 65,838 shares; 2026Q1: 84,555 shares 84,555 $2.09M 0.22% +18,717 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,919 shares; 2024Q4: 9,919 shares; 2025Q1: 9,917 shares; 2025Q2: 9,917 shares; 2025Q3: 9,915 shares; 2025Q4: 10,068 shares; 2026Q1: 9,980 shares 9,980 $2.07M 0.21% -88 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,424 shares; 2024Q4: 20,709 shares; 2025Q1: 23,070 shares; 2025Q2: 22,350 shares; 2025Q3: 23,010 shares; 2025Q4: 20,628 shares; 2026Q1: 20,378 shares 20,378 $2.05M 0.21% -250 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: 30,214 shares; 2024Q4: 30,736 shares; 2025Q1: 30,322 shares; 2025Q2: 30,678 shares; 2025Q3: 35,434 shares; 2025Q4: 35,433 shares; 2026Q1: 34,770 shares 34,770 $2.04M 0.21% -663 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: 5,193 shares; 2024Q4: 4,996 shares; 2025Q1: 4,823 shares; 2025Q2: 4,859 shares; 2025Q3: 7,687 shares; 2025Q4: 9,041 shares; 2026Q1: 10,165 shares 10,165 $1.96M 0.2% +1,124 Timeline SHYG 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: 50,008 shares; 2024Q4: 51,008 shares; 2025Q1: 51,008 shares; 2025Q2: 48,820 shares; 2025Q3: 48,892 shares; 2025Q4: 48,414 shares; 2026Q1: 45,621 shares 45,621 $1.93M 0.2% -2,793 Timeline CSM 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: 25,714 shares; 2024Q4: 25,714 shares; 2025Q1: 25,714 shares; 2025Q2: 25,714 shares; 2025Q3: 25,714 shares; 2025Q4: 25,714 shares; 2026Q1: 25,714 shares 25,714 $1.92M 0.2% 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: 6,141 shares; 2024Q4: 5,981 shares; 2025Q1: 5,625 shares; 2025Q2: 5,583 shares; 2025Q3: 5,468 shares; 2025Q4: 5,391 shares; 2026Q1: 5,379 shares 5,379 $1.92M 0.2% -12 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: 1,452 shares; 2024Q4: 1,539 shares; 2025Q1: 1,837 shares; 2025Q2: 2,011 shares; 2025Q3: 1,961 shares; 2025Q4: 2,568 shares; 2026Q1: 2,264 shares 2,264 $1.92M 0.2% -304 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: 3,821 shares; 2024Q4: 3,889 shares; 2025Q1: 3,844 shares; 2025Q2: 3,770 shares; 2025Q3: 3,754 shares; 2025Q4: 3,697 shares; 2026Q1: 3,716 shares 3,716 $1.86M 0.19% +19 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: 4,742 shares; 2024Q4: 4,742 shares; 2025Q1: 4,748 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,795 shares; 2026Q1: 4,813 shares 4,813 $1.69M 0.18% +18 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,870 shares; 2024Q4: 31,631 shares; 2025Q1: 32,640 shares; 2025Q2: 32,396 shares; 2025Q3: 32,788 shares; 2025Q4: 32,801 shares; 2026Q1: 32,018 shares 32,018 $1.69M 0.17% -783 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,027 shares; 2025Q3: 1,025 shares; 2025Q4: 6,328 shares; 2026Q1: 6,330 shares 6,330 $1.66M 0.17% +2 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,060 shares; 2024Q4: 150,357 shares; 2025Q1: 148,551 shares; 2025Q2: 151,413 shares; 2025Q3: 161,273 shares; 2025Q4: 155,677 shares; 2026Q1: 81,007 shares 81,007 $1.65M 0.17% -74,670 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: 29,975 shares; 2024Q4: 31,492 shares; 2025Q1: 32,267 shares; 2025Q2: 35,508 shares; 2025Q3: 35,845 shares; 2025Q4: 38,930 shares; 2026Q1: 42,123 shares 42,123 $1.62M 0.17% +3,193 Timeline FIXD 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: 37,202 shares; 2024Q4: 33,601 shares; 2025Q1: 35,364 shares; 2025Q2: 35,326 shares; 2025Q3: 36,058 shares; 2025Q4: 36,345 shares; 2026Q1: 36,619 shares 36,619 $1.6M 0.17% +274 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: 5,366 shares; 2024Q4: 5,387 shares; 2025Q1: 5,387 shares; 2025Q2: 5,277 shares; 2025Q3: 5,258 shares; 2025Q4: 5,220 shares; 2026Q1: 5,135 shares 5,135 $1.6M 0.17% -85 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: 9,651 shares; 2024Q4: 9,354 shares; 2025Q1: 9,229 shares; 2025Q2: 9,229 shares; 2025Q3: 9,229 shares; 2025Q4: 9,214 shares; 2026Q1: 8,654 shares 8,654 $1.57M 0.16% -560 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: not reported; 2024Q4: 796 shares; 2025Q1: 993 shares; 2025Q2: 871 shares; 2025Q3: 996 shares; 2025Q4: 1,745 shares; 2026Q1: 1,701 shares 1,701 $1.48M 0.15% -44 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,225 shares; 2024Q4: 16,229 shares; 2025Q1: 16,211 shares; 2025Q2: 16,211 shares; 2025Q3: 16,207 shares; 2025Q4: 16,259 shares; 2026Q1: 11,148 shares 11,148 $1.46M 0.15% -5,111 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 13,936 shares; 2025Q1: 12,550 shares; 2025Q2: 11,892 shares; 2025Q3: 13,574 shares; 2025Q4: 12,330 shares; 2026Q1: 11,752 shares 11,752 $1.39M 0.14% -578 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: 1,745 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,862 shares; 2025Q4: 1,873 shares; 2026Q1: 1,905 shares 1,905 $1.33M 0.14% +32 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: 21,191 shares; 2024Q4: 21,228 shares; 2025Q1: 21,254 shares; 2025Q2: 21,277 shares; 2025Q3: 20,239 shares; 2025Q4: 20,261 shares; 2026Q1: 20,097 shares 20,097 $1.33M 0.14% -164 Timeline IEI 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: 12,370 shares; 2024Q4: 12,039 shares; 2025Q1: 10,114 shares; 2025Q2: 10,314 shares; 2025Q3: 12,414 shares; 2025Q4: 11,729 shares; 2026Q1: 11,145 shares 11,145 $1.32M 0.14% -584 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: 12,974 shares; 2024Q4: 12,843 shares; 2025Q1: 12,257 shares; 2025Q2: 13,045 shares; 2025Q3: 13,540 shares; 2025Q4: 13,762 shares; 2026Q1: 13,688 shares 13,688 $1.29M 0.13% -74 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: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,829 shares; 2025Q2: 4,812 shares; 2025Q3: 4,797 shares; 2025Q4: 9,587 shares; 2026Q1: 9,590 shares 9,590 $1.27M 0.13% +3 Timeline CMF 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: 23,352 shares; 2024Q4: 23,705 shares; 2025Q1: 23,746 shares; 2025Q2: 23,987 shares; 2025Q3: 22,903 shares; 2025Q4: 21,361 shares; 2026Q1: 22,061 shares 22,061 $1.25M 0.13% +700 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: 4,799 shares; 2024Q4: 4,889 shares; 2025Q1: 4,889 shares; 2025Q2: 4,755 shares; 2025Q3: 4,711 shares; 2025Q4: 5,051 shares; 2026Q1: 5,051 shares 5,051 $1.25M 0.13% 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: 1,425 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,252 shares; 2025Q3: 1,253 shares; 2025Q4: 1,338 shares; 2026Q1: 1,351 shares 1,351 $1.24M 0.13% +13 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: 10,034 shares; 2024Q4: 10,005 shares; 2025Q1: 9,993 shares; 2025Q2: 9,650 shares; 2025Q3: 9,547 shares; 2025Q4: 9,207 shares; 2026Q1: 8,568 shares 8,568 $1.24M 0.13% -639 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: 11,637 shares; 2024Q4: 10,011 shares; 2025Q1: 9,682 shares; 2025Q2: 9,689 shares; 2025Q3: 9,715 shares; 2025Q4: 18,549 shares; 2026Q1: 18,359 shares 18,359 $1.12M 0.12% -190 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 9,283 shares; 2025Q1: 9,328 shares; 2025Q2: 9,377 shares; 2025Q3: 9,421 shares; 2025Q4: 9,562 shares; 2026Q1: 9,610 shares 9,610 $1.05M 0.11% +48 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 9,377 shares; 2025Q1: 10,377 shares; 2025Q2: 10,452 shares; 2025Q3: 10,437 shares; 2025Q4: 10,377 shares; 2026Q1: 10,627 shares 10,627 $1.05M 0.11% +250 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 9,014 shares; 2025Q1: 9,446 shares; 2025Q2: 12,226 shares; 2025Q3: 13,450 shares; 2025Q4: 17,513 shares; 2026Q1: 14,285 shares 14,285 $1.05M 0.11% -3,228 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: 6,325 shares; 2024Q4: 6,341 shares; 2025Q1: 6,345 shares; 2025Q2: 6,335 shares; 2025Q3: 6,320 shares; 2025Q4: 6,531 shares; 2026Q1: 6,345 shares 6,345 $1.05M 0.11% -186 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 8,044 shares; 2025Q1: 6,673 shares; 2025Q2: 6,316 shares; 2025Q3: 7,939 shares; 2025Q4: 6,142 shares; 2026Q1: 6,635 shares 6,635 $995K 0.1% +493 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: not reported; 2024Q4: not reported; 2025Q1: 2,528 shares; 2025Q2: 3,128 shares; 2025Q3: 4,124 shares; 2025Q4: 3,898 shares; 2026Q1: 6,790 shares 6,790 $993K 0.1% +2,892 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,207 shares; 2024Q4: 76,304 shares; 2025Q1: 66,369 shares; 2025Q2: 66,249 shares; 2025Q3: 68,813 shares; 2025Q4: 72,522 shares; 2026Q1: 69,330 shares 69,330 $988K 0.1% -3,192 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,520 shares; 2025Q1: 10,520 shares; 2025Q2: 10,717 shares; 2025Q3: 10,717 shares; 2025Q4: 10,524 shares; 2026Q1: 10,524 shares 10,524 $971K 0.1% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,850 shares; 2024Q4: 17,850 shares; 2025Q1: 17,850 shares; 2025Q2: 17,312 shares; 2025Q3: 17,312 shares; 2025Q4: 17,279 shares; 2026Q1: 18,379 shares 18,379 $970K 0.1% +1,100 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,585 shares; 2024Q4: 10,994 shares; 2025Q1: 10,886 shares; 2025Q2: 11,481 shares; 2025Q3: 13,738 shares; 2025Q4: 13,176 shares; 2026Q1: 12,770 shares 12,770 $966K 0.1% -406 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,747 shares; 2024Q4: 6,747 shares; 2025Q1: 6,747 shares; 2025Q2: 6,747 shares; 2025Q3: 6,747 shares; 2025Q4: 6,716 shares; 2026Q1: 6,716 shares 6,716 $957K 0.1% 0 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: 24,750 shares; 2024Q4: 25,080 shares; 2025Q1: 26,465 shares; 2025Q2: 27,711 shares; 2025Q3: 25,923 shares; 2025Q4: 25,948 shares; 2026Q1: 6,488 shares 6,488 $955K 0.1% -19,460 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,648 shares; 2024Q4: 11,754 shares; 2025Q1: 11,750 shares; 2025Q2: 11,187 shares; 2025Q3: 11,121 shares; 2025Q4: 10,283 shares; 2026Q1: 10,217 shares 10,217 $953K 0.1% -66 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,222 shares; 2025Q1: 3,207 shares; 2025Q2: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 3,345 shares; 2026Q1: 3,324 shares 3,324 $943K 0.1% -21 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: 11,396 shares; 2024Q4: 11,405 shares; 2025Q1: 11,405 shares; 2025Q2: 11,320 shares; 2025Q3: 11,320 shares; 2025Q4: 11,692 shares; 2026Q1: 11,767 shares 11,767 $937K 0.1% +75 Timeline TFLO 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: 40,535 shares; 2024Q4: 39,610 shares; 2025Q1: 34,435 shares; 2025Q2: 21,585 shares; 2025Q3: 19,285 shares; 2025Q4: 18,125 shares; 2026Q1: 18,125 shares 18,125 $918K 0.1% 0 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: 1,069 shares; 2024Q4: 1,071 shares; 2025Q1: 1,190 shares; 2025Q2: 1,257 shares; 2025Q3: 1,558 shares; 2025Q4: 1,551 shares; 2026Q1: 1,969 shares 1,969 $908K 0.09% +418 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: 1,461 shares; 2024Q4: 1,090 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,494 shares 1,494 $903K 0.09% +4 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,910 shares; 2024Q4: 42,710 shares; 2025Q1: 42,815 shares; 2025Q2: 40,666 shares; 2025Q3: 38,573 shares; 2025Q4: 34,007 shares; 2026Q1: 28,769 shares 28,769 $872K 0.09% -5,238 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 7,037 shares; 2025Q1: 7,040 shares; 2025Q2: 7,026 shares; 2025Q3: 7,040 shares; 2025Q4: 7,042 shares; 2026Q1: 7,171 shares 7,171 $811K 0.08% +129 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: 9,882 shares; 2024Q4: 9,786 shares; 2025Q1: 9,514 shares; 2025Q2: 9,496 shares; 2025Q3: 9,496 shares; 2025Q4: 9,973 shares; 2026Q1: 10,156 shares 10,156 $772K 0.08% +183 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 2,838 shares; 2025Q1: 4,055 shares; 2025Q2: 3,888 shares; 2025Q3: 3,919 shares; 2025Q4: 4,019 shares; 2026Q1: 3,994 shares 3,994 $766K 0.08% -25 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,521 shares; 2025Q3: 27,204 shares; 2025Q4: 28,562 shares; 2026Q1: 29,673 shares 29,673 $761K 0.08% +1,111 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: 2,287 shares; 2024Q4: 2,689 shares; 2025Q1: 2,784 shares; 2025Q2: 1,574 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 2,126 shares 2,126 $718K 0.07% +552 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,639 shares 12,639 $718K 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,156 shares; 2026Q1: 6,158 shares 6,158 $698K 0.07% +2 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,739 shares; 2025Q1: 1,599 shares; 2025Q2: 1,600 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,500 shares 1,500 $695K 0.07% -78 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: 3,297 shares; 2024Q4: 3,569 shares; 2025Q1: 3,349 shares; 2025Q2: 3,299 shares; 2025Q3: 3,180 shares; 2025Q4: 3,317 shares; 2026Q1: 3,339 shares 3,339 $679K 0.07% +22 Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,921 shares; 2024Q4: 528,000 shares; 2025Q1: 611,750 shares; 2025Q2: 49,000 shares; 2025Q3: 74,874 shares; 2025Q4: 81,436 shares; 2026Q1: 138,000 shares 138,000 $678K 0.07% +56,564 Timeline PSQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,000 shares 21,000 $676K 0.07% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,122 shares; 2025Q1: 1,117 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,173 shares; 2026Q1: 1,334 shares 1,334 $661K 0.07% +161 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: 619 shares; 2024Q4: 627 shares; 2025Q1: 832 shares; 2025Q2: 679 shares; 2025Q3: 676 shares; 2025Q4: 709 shares; 2026Q1: 713 shares 713 $638K 0.07% +4 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,380 shares; 2025Q3: 3,378 shares; 2025Q4: 3,462 shares; 2026Q1: 3,494 shares 3,494 $638K 0.07% +32 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,345 shares; 2025Q3: 3,170 shares; 2025Q4: 3,015 shares; 2026Q1: 5,715 shares 5,715 $631K 0.07% +2,700 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,708 shares; 2025Q2: 2,608 shares; 2025Q3: 3,479 shares; 2025Q4: 3,520 shares; 2026Q1: 3,293 shares 3,293 $600K 0.06% -227 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,425 shares; 2025Q1: 4,195 shares; 2025Q2: 7,395 shares; 2025Q3: 7,495 shares; 2025Q4: 7,355 shares; 2026Q1: 7,655 shares 7,655 $575K 0.06% +300 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: 2,434 shares; 2024Q4: 2,621 shares; 2025Q1: 2,249 shares; 2025Q2: 1,883 shares; 2025Q3: 2,274 shares; 2025Q4: 2,275 shares; 2026Q1: 2,099 shares 2,099 $572K 0.06% -176 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926 $571K 0.06% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 898 shares 898 $571K 0.06% -172 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: 6,338 shares; 2024Q4: 6,371 shares; 2025Q1: 6,398 shares; 2025Q2: 6,435 shares; 2025Q3: 6,148 shares; 2025Q4: 5,848 shares; 2026Q1: 5,860 shares 5,860 $569K 0.06% +12 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,835 shares; 2025Q1: 1,832 shares; 2025Q2: 1,737 shares; 2025Q3: 1,715 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares 1,740 $558K 0.06% 0 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: 21,089 shares; 2024Q4: 19,696 shares; 2025Q1: 6,057 shares; 2025Q2: 4,007 shares; 2025Q3: 4,491 shares; 2025Q4: 4,556 shares; 2026Q1: 4,609 shares 4,609 $554K 0.06% +53 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: 10,026 shares; 2024Q4: 10,328 shares; 2025Q1: 10,933 shares; 2025Q2: 11,827 shares; 2025Q3: 11,326 shares; 2025Q4: 11,272 shares; 2026Q1: 10,903 shares 10,903 $547K 0.06% -369 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 8,840 shares; 2025Q1: 8,840 shares; 2025Q2: 8,840 shares; 2025Q3: 8,840 shares; 2025Q4: 8,840 shares; 2026Q1: 9,045 shares 9,045 $547K 0.06% +205 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,308 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,245 shares; 2026Q1: 1,253 shares 1,253 $542K 0.06% +8 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 5,056 shares; 2025Q2: 5,579 shares; 2025Q3: 5,591 shares; 2025Q4: 5,584 shares; 2026Q1: 5,559 shares 5,559 $540K 0.06% -25 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: 2,265 shares; 2024Q4: 2,186 shares; 2025Q1: 2,123 shares; 2025Q2: 2,077 shares; 2025Q3: 2,087 shares; 2025Q4: 1,979 shares; 2026Q1: 1,937 shares 1,937 $524K 0.05% -42 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,548 shares; 2025Q1: 5,431 shares; 2025Q2: 7,041 shares; 2025Q3: 8,403 shares; 2025Q4: 8,403 shares; 2026Q1: 9,063 shares 9,063 $515K 0.05% +660 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,940 shares; 2025Q1: 7,940 shares; 2025Q2: 7,940 shares; 2025Q3: 8,526 shares; 2025Q4: 8,544 shares; 2026Q1: 6,512 shares 6,512 $511K 0.05% -2,032 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,692 shares; 2025Q1: 5,693 shares; 2025Q2: 5,694 shares; 2025Q3: 5,265 shares; 2025Q4: 5,265 shares; 2026Q1: 5,265 shares 5,265 $498K 0.05% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,255 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,054 shares; 2026Q1: 3,644 shares 3,644 $495K 0.05% -410 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: 2,075 shares; 2024Q4: 2,078 shares; 2025Q1: 2,074 shares; 2025Q2: 1,570 shares; 2025Q3: 1,567 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares 1,633 $494K 0.05% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 11,233 shares; 2025Q1: 11,316 shares; 2025Q2: 11,316 shares; 2025Q3: 11,315 shares; 2025Q4: 11,315 shares; 2026Q1: 13,315 shares 13,315 $493K 0.05% +2,000 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: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,201 shares; 2025Q2: 2,280 shares; 2025Q3: 2,144 shares; 2025Q4: 2,131 shares; 2026Q1: 2,311 shares 2,311 $488K 0.05% +180 Timeline SCHF 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: 7,514 shares; 2024Q4: 14,948 shares; 2025Q1: 14,948 shares; 2025Q2: 14,948 shares; 2025Q3: 14,948 shares; 2025Q4: 19,018 shares; 2026Q1: 19,018 shares 19,018 $471K 0.05% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,334 shares; 2025Q4: 9,334 shares; 2026Q1: 9,334 shares 9,334 $466K 0.05% 0 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: 1,754 shares; 2024Q4: 1,753 shares; 2025Q1: 2,053 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,879 shares; 2026Q1: 1,896 shares 1,896 $460K 0.05% +17 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares; 2025Q2: 2,999 shares; 2025Q3: 2,709 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares 2,712 $458K 0.05% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,712 shares; 2026Q1: 4,712 shares 4,712 $443K 0.05% 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: 2,961 shares; 2024Q4: 2,986 shares; 2025Q1: 4,429 shares; 2025Q2: 5,931 shares; 2025Q3: 6,707 shares; 2025Q4: 6,510 shares; 2026Q1: 3,796 shares 3,796 $437K 0.05% -2,714 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: 8,129 shares; 2024Q4: 8,009 shares; 2025Q1: 7,959 shares; 2025Q2: 8,299 shares; 2025Q3: 9,101 shares; 2025Q4: 9,212 shares; 2026Q1: 8,174 shares 8,174 $432K 0.04% -1,038 Timeline BUFR 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: 6,341 shares; 2025Q3: 7,467 shares; 2025Q4: 11,747 shares; 2026Q1: 12,699 shares 12,699 $429K 0.04% +952 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 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 $426K 0.04% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 12,384 shares; 2025Q1: 12,386 shares; 2025Q2: 12,389 shares; 2025Q3: 12,391 shares; 2025Q4: 14,553 shares; 2026Q1: 14,555 shares 14,555 $423K 0.04% +2 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 8,344 shares; 2025Q1: 8,344 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares; 2026Q1: 8,344 shares 8,344 $423K 0.04% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,353 shares; 2024Q4: 75,353 shares; 2025Q1: 75,353 shares; 2025Q2: 75,353 shares; 2025Q3: 75,353 shares; 2025Q4: 75,353 shares; 2026Q1: 75,353 shares 75,353 $422K 0.04% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,289 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,069 shares; 2025Q4: 1,972 shares; 2026Q1: 1,904 shares 1,904 $416K 0.04% -68 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,613 shares; 2024Q4: 8,959 shares; 2025Q1: 8,600 shares; 2025Q2: 5,890 shares; 2025Q3: 5,300 shares; 2025Q4: 4,843 shares; 2026Q1: 4,508 shares 4,508 $414K 0.04% -335 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: 3,188 shares; 2024Q4: 3,195 shares; 2025Q1: 2,652 shares; 2025Q2: 2,645 shares; 2025Q3: 2,638 shares; 2025Q4: 2,547 shares; 2026Q1: 2,586 shares 2,586 $413K 0.04% +39 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: 5,647 shares; 2024Q4: 8,727 shares; 2025Q1: 8,487 shares; 2025Q2: 8,218 shares; 2025Q3: 8,545 shares; 2025Q4: 8,555 shares; 2026Q1: 8,088 shares 8,088 $399K 0.04% -467 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 3,991 shares; 2025Q2: 3,913 shares; 2025Q3: 3,913 shares; 2025Q4: 3,913 shares; 2026Q1: 3,913 shares 3,913 $394K 0.04% 0 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: 687 shares; 2024Q4: 987 shares; 2025Q1: 976 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 919 shares; 2026Q1: 919 shares 919 $392K 0.04% 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: 1,358 shares; 2024Q4: 1,343 shares; 2025Q1: 1,691 shares; 2025Q2: 1,681 shares; 2025Q3: 1,546 shares; 2025Q4: 2,068 shares; 2026Q1: 2,069 shares 2,069 $386K 0.04% +1 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,125 shares 2,125 $384K 0.04% -375 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: 371 shares; 2024Q4: 342 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 345 shares; 2025Q4: 277 shares; 2026Q1: 287 shares 287 $379K 0.04% +10 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares 3,795 $377K 0.04% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 5,038 shares; 2025Q1: 4,924 shares; 2025Q2: 4,354 shares; 2025Q3: 4,039 shares; 2025Q4: 3,812 shares; 2026Q1: 3,392 shares 3,392 $370K 0.04% -420 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,124 shares; 2024Q4: 3,851 shares; 2025Q1: 3,636 shares; 2025Q2: 3,631 shares; 2025Q3: 3,572 shares; 2025Q4: 3,768 shares; 2026Q1: 3,072 shares 3,072 $361K 0.04% -696 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,333 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 4,484 shares; 2026Q1: 4,936 shares 4,936 $361K 0.04% +452 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: 6,802 shares; 2024Q4: 6,870 shares; 2025Q1: 6,722 shares; 2025Q2: 4,752 shares; 2025Q3: 4,251 shares; 2025Q4: 3,874 shares; 2026Q1: 3,477 shares 3,477 $360K 0.04% -397 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 2,125 shares; 2025Q4: 2,130 shares; 2026Q1: 2,130 shares 2,130 $353K 0.04% 0 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: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,203 shares; 2025Q2: 2,193 shares; 2025Q3: 2,200 shares; 2025Q4: 2,220 shares; 2026Q1: 2,233 shares 2,233 $347K 0.04% +13 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,651 shares; 2025Q4: 3,651 shares; 2026Q1: 3,711 shares 3,711 $345K 0.04% +60 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 2,873 shares; 2025Q4: 2,236 shares; 2026Q1: 2,236 shares 2,236 $339K 0.04% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,038 shares; 2025Q3: 3,038 shares; 2025Q4: 3,036 shares; 2026Q1: 4,578 shares 4,578 $338K 0.04% +1,542 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,171 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,069 shares; 2025Q4: 3,069 shares; 2026Q1: 3,069 shares 3,069 $337K 0.03% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,528 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $337K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,139 shares; 2026Q1: 3,696 shares 3,696 $328K 0.03% -443 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 515 shares; 2025Q1: 514 shares; 2025Q2: 474 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 476 shares 476 $325K 0.03% +3 Timeline HYMB 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: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 17,050 shares; 2026Q1: 13,050 shares 13,050 $324K 0.03% -4,000 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 5,583 shares; 2025Q1: 4,474 shares; 2025Q2: 4,681 shares; 2025Q3: 5,156 shares; 2025Q4: 5,256 shares; 2026Q1: 5,158 shares 5,158 $323K 0.03% -98 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 602 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 729 shares; 2026Q1: 736 shares 736 $321K 0.03% +7 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,594 shares; 2025Q2: 3,594 shares; 2025Q3: 3,594 shares; 2025Q4: 3,594 shares; 2026Q1: 3,594 shares 3,594 $317K 0.03% 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: 1,507 shares; 2024Q4: 1,510 shares; 2025Q1: 1,518 shares; 2025Q2: 1,496 shares; 2025Q3: 1,493 shares; 2025Q4: 1,574 shares; 2026Q1: 1,574 shares 1,574 $312K 0.03% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 6,955 shares; 2025Q1: 4,805 shares; 2025Q2: 4,305 shares; 2025Q3: 4,255 shares; 2025Q4: 3,587 shares; 2026Q1: 3,400 shares 3,400 $312K 0.03% -187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,270 shares 2,270 $309K 0.03% new 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,047 shares; 2026Q1: 1,057 shares 1,057 $308K 0.03% +10 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: 7,446 shares; 2024Q4: 7,457 shares; 2025Q1: 7,427 shares; 2025Q2: 7,427 shares; 2025Q3: 7,427 shares; 2025Q4: 7,427 shares; 2026Q1: 7,493 shares 7,493 $308K 0.03% +66 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $306K 0.03% 0 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: 701 shares; 2024Q4: 703 shares; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 695 shares; 2025Q4: 721 shares; 2026Q1: 728 shares 728 $303K 0.03% +7 Timeline PRF 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $285K 0.03% 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: 11,954 shares; 2024Q4: 11,720 shares; 2025Q1: 14,483 shares; 2025Q2: 17,913 shares; 2025Q3: 18,153 shares; 2025Q4: 10,340 shares; 2026Q1: 7,585 shares 7,585 $279K 0.03% -2,755 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,964 shares; 2025Q4: 2,964 shares; 2026Q1: 2,964 shares 2,964 $275K 0.03% 0 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,584 shares; 2026Q1: 7,589 shares 7,589 $274K 0.03% -2,995 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,928 shares 3,928 $272K 0.03% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: not reported; 2025Q1: 7,188 shares; 2025Q2: 7,937 shares; 2025Q3: 8,752 shares; 2025Q4: 8,812 shares; 2026Q1: 8,844 shares 8,844 $271K 0.03% +32 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,206 shares; 2025Q1: 2,285 shares; 2025Q2: 1,849 shares; 2025Q3: 1,722 shares; 2025Q4: 1,834 shares; 2026Q1: 1,834 shares 1,834 $269K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 668 shares; 2026Q1: 693 shares 693 $266K 0.03% +25 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: 6,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,479 shares; 2025Q2: 4,480 shares; 2025Q3: 4,673 shares; 2025Q4: 4,675 shares; 2026Q1: 4,694 shares 4,694 $264K 0.03% +19 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: not reported; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 15,000 shares; 2025Q3: 14,970 shares; 2025Q4: 15,184 shares; 2026Q1: 16,784 shares 16,784 $253K 0.03% +1,600 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,407 shares; 2026Q1: 4,298 shares 4,298 $251K 0.03% -109 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,015 shares; 2024Q4: 5,015 shares; 2025Q1: not reported; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,015 shares 5,015 $250K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,334 shares; 2025Q4: 1,418 shares; 2026Q1: 1,434 shares 1,434 $249K 0.03% +16 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: 623 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 574 shares; 2025Q3: not reported; 2025Q4: 434 shares; 2026Q1: 439 shares 439 $247K 0.03% +5 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 752 shares 752 $247K 0.03% +29 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: not reported; 2026Q1: 3,126 shares 3,126 $238K 0.02% new Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 6,140 shares; 2025Q1: 6,140 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares; 2025Q4: 6,140 shares; 2026Q1: 5,430 shares 5,430 $235K 0.02% -710 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,186 shares; 2025Q4: 2,036 shares; 2026Q1: 2,050 shares 2,050 $232K 0.02% +14 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,213 shares; 2025Q2: 7,149 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,985 shares 7,985 $231K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,737 shares; 2025Q1: 1,737 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares 1,740 $231K 0.02% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,536 shares; 2025Q1: not reported; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,536 shares; 2026Q1: 2,536 shares 2,536 $228K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 3,919 shares; 2025Q1: 3,922 shares; 2025Q2: 3,911 shares; 2025Q3: 3,913 shares; 2025Q4: 3,915 shares; 2026Q1: 3,945 shares 3,945 $227K 0.02% +30 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,629 shares; 2025Q1: 2,627 shares; 2025Q2: 2,622 shares; 2025Q3: 2,466 shares; 2025Q4: 2,466 shares; 2026Q1: 2,291 shares 2,291 $225K 0.02% -175 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 543 shares; 2025Q4: 555 shares; 2026Q1: 556 shares 556 $220K 0.02% +1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 410 shares; 2025Q4: 438 shares; 2026Q1: 559 shares 559 $218K 0.02% +121 Timeline TLT 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: 47,170 shares; 2024Q4: 40,969 shares; 2025Q1: 4,754 shares; 2025Q2: 4,804 shares; 2025Q3: 4,604 shares; 2025Q4: 2,709 shares; 2026Q1: 2,508 shares 2,508 $217K 0.02% -201 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,560 shares; 2025Q4: 2,617 shares; 2026Q1: 2,617 shares 2,617 $217K 0.02% 0 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: 812 shares; 2024Q4: 812 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares 807 $215K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,888 shares; 2025Q4: 18,088 shares; 2026Q1: 18,288 shares 18,288 $211K 0.02% +200 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,184 shares 13,184 $210K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares; 2025Q4: 1,069 shares; 2026Q1: 1,075 shares 1,075 $206K 0.02% +6 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares 762 $206K 0.02% new Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,041 shares; 2024Q4: 19,041 shares; 2025Q1: 19,041 shares; 2025Q2: 19,041 shares; 2025Q3: 19,041 shares; 2025Q4: 19,041 shares; 2026Q1: 19,041 shares 19,041 $206K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 366 shares 366 $206K 0.02% +4 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,837 shares; 2025Q3: 6,837 shares; 2025Q4: 6,831 shares; 2026Q1: 6,831 shares 6,831 $205K 0.02% 0 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $194K 0.02% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $154K 0.02% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,405 shares; 2024Q4: 15,405 shares; 2025Q1: 15,405 shares; 2025Q2: 15,405 shares; 2025Q3: 15,405 shares; 2025Q4: 15,405 shares; 2026Q1: 15,405 shares 15,405 $124K 0.01% 0 Timeline NTHI NEONC TECHNOLOGIES HLDGS INC More: the full row for NEONC TECHNOLOGIES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $105K 0.01% 0 Timeline MOBX MOBIX LABS INC More: the full row for MOBIX LABS 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: 10,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $10K <0.01% 0 Timeline