ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 142,950 shares; 2025Q1: 141,150 shares; 2025Q2: 139,250 shares; 2025Q3: 137,050 shares; 2025Q4: 135,550 shares; 2026Q1: 132,700 shares; 2026Q2: 132,700 shares 132,700 $21.8M 13.22% 0 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; 2024Q3: restricted; 2024Q4: 21,993 shares; 2025Q1: 21,951 shares; 2025Q2: 21,851 shares; 2025Q3: 22,051 shares; 2025Q4: 22,066 shares; 2026Q1: 22,111 shares; 2026Q2: 22,101 shares 22,101 $16.5M 10.01% -10 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 87,562 shares; 2025Q1: 88,831 shares; 2025Q2: 89,165 shares; 2025Q3: 89,165 shares; 2025Q4: 89,165 shares; 2026Q1: 89,165 shares; 2026Q2: 89,165 shares 89,165 $8.61M 5.22% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,110 shares; 2025Q1: 50,260 shares; 2025Q2: 53,860 shares; 2025Q3: 63,060 shares; 2025Q4: 63,726 shares; 2026Q1: 70,621 shares; 2026Q2: 77,371 shares 77,371 $4.56M 2.77% +6,750 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; 2024Q3: restricted; 2024Q4: 16,112 shares; 2025Q1: 18,345 shares; 2025Q2: 19,415 shares; 2025Q3: 20,393 shares; 2025Q4: 21,193 shares; 2026Q1: 21,134 shares; 2026Q2: 21,539 shares 21,539 $3.4M 2.06% +405 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,920 shares; 2025Q1: 16,557 shares; 2025Q2: 16,682 shares; 2025Q3: 16,442 shares; 2025Q4: 16,205 shares; 2026Q1: 15,834 shares; 2026Q2: 15,697 shares 15,697 $3.14M 1.9% -137 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,340 shares; 2025Q1: 10,713 shares; 2025Q2: 11,180 shares; 2025Q3: 11,140 shares; 2025Q4: 11,092 shares; 2026Q1: 10,717 shares; 2026Q2: 10,717 shares 10,717 $3.1M 1.88% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,605 shares; 2025Q1: 27,376 shares; 2025Q2: 31,701 shares; 2025Q3: 33,779 shares; 2025Q4: 33,914 shares; 2026Q1: 34,067 shares; 2026Q2: 34,252 shares 34,252 $3.03M 1.84% +185 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,400 shares; 2025Q1: 41,665 shares; 2025Q2: 30,475 shares; 2025Q3: 29,550 shares; 2025Q4: 29,550 shares; 2026Q1: 29,500 shares; 2026Q2: 29,720 shares 29,720 $2.94M 1.78% +220 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,850 shares; 2025Q1: 8,104 shares; 2025Q2: 8,019 shares; 2025Q3: 7,732 shares; 2025Q4: 7,423 shares; 2026Q1: 6,923 shares; 2026Q2: 6,888 shares 6,888 $2.46M 1.49% -35 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,005 shares; 2025Q1: 6,416 shares; 2025Q2: 6,406 shares; 2025Q3: 6,339 shares; 2025Q4: 6,339 shares; 2026Q1: 6,146 shares; 2026Q2: 6,116 shares 6,116 $2.28M 1.38% -30 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; 2024Q3: restricted; 2024Q4: 4,057 shares; 2025Q1: 4,157 shares; 2025Q2: 4,120 shares; 2025Q3: 3,911 shares; 2025Q4: 3,846 shares; 2026Q1: 3,734 shares; 2026Q2: 3,724 shares 3,724 $2.1M 1.27% -10 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; 2024Q3: restricted; 2024Q4: 5,251 shares; 2025Q1: 5,965 shares; 2025Q2: 6,718 shares; 2025Q3: 6,608 shares; 2025Q4: 6,623 shares; 2026Q1: 6,342 shares; 2026Q2: 6,342 shares 6,342 $2.08M 1.26% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,105 shares; 2025Q1: 11,223 shares; 2025Q2: 13,955 shares; 2025Q3: 15,136 shares; 2025Q4: 16,090 shares; 2026Q1: 17,547 shares; 2026Q2: 19,234 shares 19,234 $2M 1.21% +1,687 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; 2024Q3: restricted; 2024Q4: 3,908 shares; 2025Q1: 3,903 shares; 2025Q2: 3,888 shares; 2025Q3: 3,891 shares; 2025Q4: 3,891 shares; 2026Q1: 3,811 shares; 2026Q2: 3,936 shares 3,936 $1.97M 1.19% +125 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,578 shares; 2025Q1: 5,004 shares; 2025Q2: 5,286 shares; 2025Q3: 5,736 shares; 2025Q4: 5,761 shares; 2026Q1: 6,186 shares; 2026Q2: 6,159 shares 6,159 $1.85M 1.12% -27 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,093 shares; 2025Q1: 24,141 shares; 2025Q2: 24,266 shares; 2025Q3: 24,266 shares; 2025Q4: 24,266 shares; 2026Q1: 24,166 shares; 2026Q2: 24,166 shares 24,166 $1.85M 1.12% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,021 shares; 2025Q1: 2,208 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 2,299 shares; 2026Q1: 2,461 shares; 2026Q2: 2,379 shares 2,379 $1.78M 1.08% -82 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; 2024Q3: restricted; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,300 shares; 2025Q3: 11,600 shares; 2025Q4: 14,100 shares; 2026Q1: 19,215 shares; 2026Q2: 22,515 shares 22,515 $1.75M 1.06% +3,300 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; 2024Q3: restricted; 2024Q4: 11,469 shares; 2025Q1: 12,073 shares; 2025Q2: 11,917 shares; 2025Q3: 11,917 shares; 2025Q4: 11,917 shares; 2026Q1: 11,742 shares; 2026Q2: 11,789 shares 11,789 $1.61M 0.98% +47 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,695 shares; 2025Q4: 2,695 shares; 2026Q1: 1,526 shares; 2026Q2: 1,511 shares 1,511 $1.61M 0.98% -15 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; 2024Q3: restricted; 2024Q4: 6,435 shares; 2025Q1: 6,861 shares; 2025Q2: 6,956 shares; 2025Q3: 6,909 shares; 2025Q4: 6,909 shares; 2026Q1: 6,765 shares; 2026Q2: 6,725 shares 6,725 $1.6M 0.97% -40 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; 2024Q3: restricted; 2024Q4: 13,243 shares; 2025Q1: 14,168 shares; 2025Q2: 14,145 shares; 2025Q3: 14,145 shares; 2025Q4: 14,145 shares; 2026Q1: 13,570 shares; 2026Q2: 13,500 shares 13,500 $1.59M 0.96% -70 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,339 shares; 2025Q1: 7,658 shares; 2025Q2: 7,658 shares; 2025Q3: 7,505 shares; 2025Q4: 7,505 shares; 2026Q1: 12,213 shares; 2026Q2: 11,138 shares 11,138 $1.56M 0.95% -1,075 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,583 shares; 2025Q1: 7,862 shares; 2025Q2: 8,807 shares; 2025Q3: 8,649 shares; 2025Q4: 8,876 shares; 2026Q1: 8,854 shares; 2026Q2: 8,858 shares 8,858 $1.47M 0.89% +4 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; 2024Q3: restricted; 2024Q4: 20,568 shares; 2025Q1: 21,213 shares; 2025Q2: 21,381 shares; 2025Q3: 21,356 shares; 2025Q4: 21,413 shares; 2026Q1: 23,087 shares; 2026Q2: 23,487 shares 23,487 $1.34M 0.81% +400 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; 2024Q3: restricted; 2024Q4: 19,959 shares; 2025Q1: 19,959 shares; 2025Q2: 19,959 shares; 2025Q3: 19,959 shares; 2025Q4: 22,159 shares; 2026Q1: 21,994 shares; 2026Q2: 21,994 shares 21,994 $1.31M 0.8% 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; 2024Q3: restricted; 2024Q4: 9,792 shares; 2025Q1: 10,031 shares; 2025Q2: 10,168 shares; 2025Q3: 9,965 shares; 2025Q4: 10,015 shares; 2026Q1: 10,075 shares; 2026Q2: 10,050 shares 10,050 $1.29M 0.78% -25 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,737 shares; 2025Q1: 1,721 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $1.27M 0.77% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 525 shares; 2025Q1: 519 shares; 2025Q2: 489 shares; 2025Q3: 454 shares; 2025Q4: 434 shares; 2026Q1: 430 shares; 2026Q2: 4,100 shares 4,100 $1.24M 0.75% +3,670 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; 2024Q3: restricted; 2024Q4: 10,436 shares; 2025Q1: 10,651 shares; 2025Q2: 10,642 shares; 2025Q3: 10,667 shares; 2025Q4: 10,622 shares; 2026Q1: 12,981 shares; 2026Q2: 12,256 shares 12,256 $1.18M 0.72% -725 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,050 shares; 2025Q1: 11,924 shares; 2025Q2: 11,974 shares; 2025Q3: 11,794 shares; 2025Q4: 11,794 shares; 2026Q1: 11,081 shares; 2026Q2: 11,056 shares 11,056 $1.03M 0.63% -25 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,627 shares; 2025Q1: 2,695 shares; 2025Q2: 2,735 shares; 2025Q3: 2,730 shares; 2025Q4: 2,730 shares; 2026Q1: 2,675 shares; 2026Q2: 2,675 shares 2,675 $948K 0.57% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,455 shares; 2025Q1: 3,436 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares; 2026Q1: 3,456 shares; 2026Q2: 3,441 shares 3,441 $936K 0.57% -15 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; 2024Q3: restricted; 2024Q4: 17,172 shares; 2025Q1: 17,010 shares; 2025Q2: 16,918 shares; 2025Q3: 16,018 shares; 2025Q4: 14,821 shares; 2026Q1: 21,896 shares; 2026Q2: 21,896 shares 21,896 $927K 0.56% 0 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; 2024Q3: restricted; 2024Q4: 1,064 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,159 shares; 2026Q2: 1,250 shares 1,250 $920K 0.56% +91 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,665 shares; 2025Q1: 12,764 shares; 2025Q2: 12,362 shares; 2025Q3: 11,934 shares; 2025Q4: 11,383 shares; 2026Q1: 11,238 shares; 2026Q2: 6,561 shares 6,561 $916K 0.56% -4,677 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,305 shares; 2025Q3: 7,455 shares; 2025Q4: 9,455 shares; 2026Q1: 9,455 shares; 2026Q2: 10,455 shares 10,455 $864K 0.52% +1,000 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,181 shares; 2025Q1: 7,181 shares; 2025Q2: 7,181 shares; 2025Q3: 7,181 shares; 2025Q4: 7,181 shares; 2026Q1: 7,181 shares; 2026Q2: 7,181 shares 7,181 $844K 0.51% 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; 2024Q3: restricted; 2024Q4: 10,448 shares; 2025Q1: 10,848 shares; 2025Q2: 10,848 shares; 2025Q3: 10,998 shares; 2025Q4: 11,173 shares; 2026Q1: 10,448 shares; 2026Q2: 10,348 shares 10,348 $841K 0.51% -100 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,756 shares; 2025Q1: 6,981 shares; 2025Q2: 7,606 shares; 2025Q3: 7,706 shares; 2025Q4: 7,951 shares; 2026Q1: 7,419 shares; 2026Q2: 7,319 shares 7,319 $829K 0.5% -100 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; 2024Q3: restricted; 2024Q4: 1,161 shares; 2025Q1: 1,151 shares; 2025Q2: 1,138 shares; 2025Q3: 1,148 shares; 2025Q4: 1,143 shares; 2026Q1: 1,269 shares; 2026Q2: 1,199 shares 1,199 $823K 0.5% -70 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,932 shares; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares; 2026Q1: 4,464 shares; 2026Q2: 4,464 shares 4,464 $797K 0.48% 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; 2024Q3: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 2,054 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 1,259 shares; 2026Q2: 1,254 shares 1,254 $795K 0.48% -5 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 1,500 shares; 2025Q3: 1,436 shares; 2025Q4: 1,281 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $785K 0.48% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,093 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,243 shares; 2026Q1: 2,118 shares; 2026Q2: 2,093 shares 2,093 $782K 0.47% -25 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,929 shares; 2025Q1: 3,809 shares; 2025Q2: 3,724 shares; 2025Q3: 3,664 shares; 2025Q4: 3,664 shares; 2026Q1: 3,596 shares; 2026Q2: 3,596 shares 3,596 $766K 0.46% 0 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; 2024Q3: restricted; 2024Q4: 5,065 shares; 2025Q1: 5,148 shares; 2025Q2: 5,148 shares; 2025Q3: 5,048 shares; 2025Q4: 5,098 shares; 2026Q1: 5,125 shares; 2026Q2: 5,115 shares 5,115 $750K 0.45% -10 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,551 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,509 shares; 2026Q2: 2,559 shares 2,559 $713K 0.43% +50 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,509 shares; 2025Q1: 2,774 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares; 2026Q2: 2,773 shares 2,773 $704K 0.43% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 5,020 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares; 2026Q1: 4,845 shares; 2026Q2: 4,908 shares 4,908 $696K 0.42% +63 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,141 shares; 2025Q1: 9,181 shares; 2025Q2: 9,181 shares; 2025Q3: 9,231 shares; 2025Q4: 9,231 shares; 2026Q1: 8,850 shares; 2026Q2: 8,850 shares 8,850 $682K 0.41% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,374 shares; 2025Q1: 11,374 shares; 2025Q2: 11,374 shares; 2025Q3: 11,374 shares; 2025Q4: 11,374 shares; 2026Q1: 11,374 shares; 2026Q2: 11,374 shares 11,374 $648K 0.39% 0 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $640K 0.39% 0 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; 2024Q3: restricted; 2024Q4: 18,557 shares; 2025Q1: 18,557 shares; 2025Q2: 18,557 shares; 2025Q3: 18,557 shares; 2025Q4: 18,757 shares; 2026Q1: 19,332 shares; 2026Q2: 19,332 shares 19,332 $618K 0.37% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 518 shares; 2026Q2: 510 shares 510 $599K 0.36% -8 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,308 shares; 2025Q1: 1,293 shares; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,343 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $589K 0.36% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 2,938 shares; 2026Q1: 2,912 shares; 2026Q2: 2,902 shares 2,902 $585K 0.35% -10 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; 2024Q3: restricted; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,107 shares; 2026Q1: 3,997 shares; 2026Q2: 3,997 shares 3,997 $578K 0.35% 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; 2024Q3: restricted; 2024Q4: 5,793 shares; 2025Q1: 5,743 shares; 2025Q2: 5,743 shares; 2025Q3: 5,532 shares; 2025Q4: 5,607 shares; 2026Q1: 5,507 shares; 2026Q2: 5,732 shares 5,732 $549K 0.33% +225 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,058 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 6,800 shares 6,800 $548K 0.33% +5,100 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,174 shares; 2025Q1: 4,174 shares; 2025Q2: 4,174 shares; 2025Q3: 4,174 shares; 2025Q4: 4,174 shares; 2026Q1: 4,174 shares; 2026Q2: 4,174 shares 4,174 $519K 0.31% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $512K 0.31% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,350 shares; 2025Q1: 24,600 shares; 2025Q2: 27,050 shares; 2025Q3: 27,050 shares; 2025Q4: 27,050 shares; 2026Q1: 44,750 shares; 2026Q2: 36,250 shares 36,250 $501K 0.3% -8,500 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,900 shares; 2026Q1: 11,665 shares; 2026Q2: 9,990 shares 9,990 $500K 0.3% -1,675 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; 2024Q3: restricted; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $500K 0.3% 0 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; 2024Q3: restricted; 2024Q4: 20,301 shares; 2025Q1: 20,243 shares; 2025Q2: 19,760 shares; 2025Q3: 19,760 shares; 2025Q4: 19,760 shares; 2026Q1: 19,700 shares; 2026Q2: 18,650 shares 18,650 $497K 0.3% -1,050 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; 2024Q3: restricted; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $494K 0.3% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 7,350 shares; 2026Q2: 6,350 shares 6,350 $490K 0.3% -1,000 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,522 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares; 2026Q2: 2,522 shares 2,522 $478K 0.29% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,250 shares; 2026Q1: 22,950 shares; 2026Q2: 15,825 shares 15,825 $478K 0.29% -7,125 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; 2024Q3: restricted; 2024Q4: 5,458 shares; 2025Q1: 5,298 shares; 2025Q2: 5,198 shares; 2025Q3: 5,198 shares; 2025Q4: 10,596 shares; 2026Q1: 10,546 shares; 2026Q2: 10,488 shares 10,488 $476K 0.29% -58 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; 2024Q3: restricted; 2024Q4: 1,873 shares; 2025Q1: 1,833 shares; 2025Q2: 1,775 shares; 2025Q3: 1,690 shares; 2025Q4: 1,665 shares; 2026Q1: 1,645 shares; 2026Q2: 1,645 shares 1,645 $463K 0.28% 0 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; 2024Q3: restricted; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $460K 0.28% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,844 shares; 2025Q1: 3,924 shares; 2025Q2: 3,939 shares; 2025Q3: 3,913 shares; 2025Q4: 3,913 shares; 2026Q1: 3,803 shares; 2026Q2: 3,853 shares 3,853 $459K 0.28% +50 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares; 2026Q2: 1,374 shares 1,374 $454K 0.28% -46 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: 3,141 shares; 2025Q2: 3,316 shares; 2025Q3: 3,316 shares; 2025Q4: 3,366 shares; 2026Q1: 3,341 shares; 2026Q2: 3,316 shares 3,316 $449K 0.27% -25 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,594 shares; 2025Q1: 2,499 shares; 2025Q2: 2,524 shares; 2025Q3: 2,549 shares; 2025Q4: 2,549 shares; 2026Q1: 2,489 shares; 2026Q2: 2,509 shares 2,509 $440K 0.27% +20 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,353 shares; 2025Q1: 2,318 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,901 shares; 2026Q2: 2,901 shares 2,901 $430K 0.26% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 935 shares 935 $429K 0.26% 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; 2024Q3: restricted; 2024Q4: 7,608 shares; 2025Q1: 7,483 shares; 2025Q2: 7,683 shares; 2025Q3: 7,658 shares; 2025Q4: 7,658 shares; 2026Q1: 7,383 shares; 2026Q2: 7,383 shares 7,383 $427K 0.26% 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; 2024Q3: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,836 shares; 2026Q1: 2,841 shares; 2026Q2: 2,841 shares 2,841 $416K 0.25% 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; 2024Q3: restricted; 2024Q4: 1,878 shares; 2025Q1: 1,853 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,868 shares 1,868 $412K 0.25% 0 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; 2024Q3: restricted; 2024Q4: 416 shares; 2025Q1: 439 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $410K 0.25% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,407 shares; 2026Q2: 2,482 shares 2,482 $405K 0.25% +75 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,300 shares; 2025Q1: 27,300 shares; 2025Q2: 27,300 shares; 2025Q3: 27,300 shares; 2025Q4: 27,300 shares; 2026Q1: 27,300 shares; 2026Q2: 27,300 shares 27,300 $393K 0.24% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,675 shares; 2026Q1: 20,250 shares; 2026Q2: 18,500 shares 18,500 $392K 0.24% -1,750 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,733 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,801 shares; 2025Q4: 1,886 shares; 2026Q1: 1,881 shares; 2026Q2: 1,806 shares 1,806 $391K 0.24% -75 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,638 shares 1,638 $390K 0.24% -62 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 585 shares; 2025Q2: 528 shares; 2025Q3: 518 shares; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $388K 0.24% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,615 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares; 2026Q1: 3,556 shares; 2026Q2: 3,614 shares 3,614 $376K 0.23% +58 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares; 2026Q1: 2,246 shares; 2026Q2: 2,246 shares 2,246 $370K 0.22% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,054 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $364K 0.22% 0 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; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 747 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 714 shares; 2026Q2: 714 shares 714 $358K 0.22% 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; 2024Q3: restricted; 2024Q4: 1,773 shares; 2025Q1: 1,743 shares; 2025Q2: 1,782 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 1,766 shares 1,766 $354K 0.21% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,072 shares; 2025Q2: 7,072 shares; 2025Q3: 7,072 shares; 2025Q4: 7,072 shares; 2026Q1: 7,072 shares; 2026Q2: 7,072 shares 7,072 $350K 0.21% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,218 shares; 2025Q1: 3,318 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 2,998 shares; 2026Q2: 2,998 shares 2,998 $344K 0.21% 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; 2024Q3: restricted; 2024Q4: 17,286 shares; 2025Q1: 16,484 shares; 2025Q2: 15,487 shares; 2025Q3: 15,059 shares; 2025Q4: 14,348 shares; 2026Q1: 13,995 shares; 2026Q2: 13,995 shares 13,995 $337K 0.2% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 6,000 shares 6,000 $337K 0.2% +3,000 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 609 shares; 2025Q1: 647 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $332K 0.2% 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; 2024Q3: restricted; 2024Q4: 7,440 shares; 2025Q1: 6,615 shares; 2025Q2: 6,755 shares; 2025Q3: 6,399 shares; 2025Q4: 5,865 shares; 2026Q1: 5,548 shares; 2026Q2: 5,430 shares 5,430 $328K 0.2% -118 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 4,150 shares; 2026Q2: 4,150 shares 4,150 $328K 0.2% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 940 shares; 2026Q2: 925 shares 925 $327K 0.2% -15 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,068 shares; 2025Q1: 2,043 shares; 2025Q2: 2,029 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares; 2026Q2: 2,004 shares 2,004 $326K 0.2% 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; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 870 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $300K 0.18% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,682 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,721 shares; 2026Q2: 2,721 shares 2,721 $298K 0.18% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $289K 0.18% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares; 2026Q2: 6,350 shares 6,350 $278K 0.17% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,012 shares; 2025Q1: 4,595 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares; 2026Q1: 4,795 shares; 2026Q2: 4,795 shares 4,795 $276K 0.17% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $272K 0.16% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 261 shares; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 236 shares; 2026Q2: 226 shares 226 $271K 0.16% -10 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; 2024Q3: restricted; 2024Q4: 10,529 shares; 2025Q1: 11,704 shares; 2025Q2: 11,854 shares; 2025Q3: 11,854 shares; 2025Q4: 11,592 shares; 2026Q1: 11,172 shares; 2026Q2: 11,372 shares 11,372 $269K 0.16% +200 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; 2024Q3: restricted; 2024Q4: 2,310 shares; 2025Q1: 2,286 shares; 2025Q2: 2,286 shares; 2025Q3: not reported; 2025Q4: 2,446 shares; 2026Q1: 2,421 shares; 2026Q2: 2,486 shares 2,486 $267K 0.16% +65 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,698 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 1,698 shares; 2026Q1: 1,698 shares; 2026Q2: 1,698 shares 1,698 $265K 0.16% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 3,013 shares; 2026Q2: 3,013 shares 3,013 $264K 0.16% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,742 shares; 2025Q1: 1,727 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares; 2026Q1: 1,682 shares; 2026Q2: 1,682 shares 1,682 $255K 0.15% 0 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,500 shares; 2025Q1: 39,500 shares; 2025Q2: 39,500 shares; 2025Q3: 26,500 shares; 2025Q4: 26,500 shares; 2026Q1: 26,500 shares; 2026Q2: 26,500 shares 26,500 $250K 0.15% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares; 2026Q2: 522 shares 522 $249K 0.15% -100 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,507 shares; 2025Q2: 10,507 shares; 2025Q3: 10,507 shares; 2025Q4: 10,877 shares; 2026Q1: 10,877 shares; 2026Q2: 10,877 shares 10,877 $248K 0.15% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,012 shares; 2025Q2: not reported; 2025Q3: 1,012 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $245K 0.15% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $238K 0.14% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,309 shares; 2026Q2: 1,309 shares 1,309 $237K 0.14% 0 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; 2024Q3: restricted; 2024Q4: 3,142 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $231K 0.14% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 200 shares 200 $231K 0.14% -15 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $227K 0.14% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,896 shares; 2025Q1: 2,840 shares; 2025Q2: 2,827 shares; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares; 2026Q1: 2,792 shares; 2026Q2: 2,792 shares 2,792 $227K 0.14% 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; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: not reported; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $221K 0.13% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,996 shares; 2026Q2: 1,996 shares 1,996 $220K 0.13% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $214K 0.13% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares; 2026Q2: 10,000 shares 10,000 $208K 0.13% +2,800 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: not reported; 2026Q1: 2,521 shares; 2026Q2: 2,521 shares 2,521 $207K 0.13% 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; 2024Q3: restricted; 2024Q4: 30,231 shares; 2025Q1: 12,366 shares; 2025Q2: 10,366 shares; 2025Q3: 10,541 shares; 2025Q4: 10,513 shares; 2026Q1: 10,113 shares; 2026Q2: 9,938 shares 9,938 $206K 0.12% -175 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,965 shares; 2026Q2: 1,765 shares 1,765 $191K 0.12% -200 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $190K 0.12% 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; 2024Q3: restricted; 2024Q4: 2,185 shares; 2025Q1: 2,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,185 shares; 2026Q2: 2,185 shares 2,185 $190K 0.12% 0 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; 2024Q3: restricted; 2024Q4: 1,025 shares; 2025Q1: 1,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 1,035 shares; 2026Q2: 966 shares 966 $184K 0.11% -69 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,793 shares; 2025Q1: 2,823 shares; 2025Q2: 2,812 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 2,135 shares; 2026Q2: 2,135 shares 2,135 $181K 0.11% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,108 shares; 2026Q2: 3,108 shares 3,108 $176K 0.11% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 526 shares; 2025Q1: 518 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $171K 0.1% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares; 2026Q2: 1,166 shares 1,166 $167K 0.1% +75 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,266 shares; 2026Q2: 2,266 shares 2,266 $166K 0.1% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $162K 0.1% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $154K 0.09% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $150K 0.09% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 957 shares; 2026Q2: 957 shares 957 $146K 0.09% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,891 shares; 2026Q2: 1,891 shares 1,891 $146K 0.09% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,698 shares; 2026Q2: 1,698 shares 1,698 $144K 0.09% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $144K 0.09% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,497 shares; 2026Q2: 1,372 shares 1,372 $142K 0.09% -125 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $140K 0.09% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,685 shares; 2026Q1: 2,010 shares; 2026Q2: 1,760 shares 1,760 $140K 0.08% -250 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $139K 0.08% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,958 shares; 2026Q2: 5,008 shares 5,008 $137K 0.08% +50 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: not reported; 2026Q1: 1,449 shares; 2026Q2: 1,449 shares 1,449 $131K 0.08% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $131K 0.08% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 500 shares 500 $128K 0.08% -300 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; 2024Q3: restricted; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $126K 0.08% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 1,000 shares 1,000 $124K 0.08% +750 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares 1,009 $121K 0.07% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $121K 0.07% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 797 shares; 2026Q2: 797 shares 797 $121K 0.07% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,651 shares; 2026Q2: 1,526 shares 1,526 $121K 0.07% -125 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares; 2026Q2: 532 shares 532 $119K 0.07% -6 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,361 shares; 2025Q1: 7,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,223 shares; 2026Q2: 5,223 shares 5,223 $115K 0.07% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 2,000 shares 2,000 $112K 0.07% +1,100 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,753 shares; 2026Q2: 2,728 shares 2,728 $112K 0.07% -25 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares; 2026Q2: 295 shares 295 $111K 0.07% -10 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $111K 0.07% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,442 shares; 2026Q2: 4,442 shares 4,442 $109K 0.07% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 638 shares; 2026Q2: 638 shares 638 $108K 0.07% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares; 2026Q2: 5,000 shares 5,000 $108K 0.07% +1,500 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,026 shares; 2026Q2: 2,026 shares 2,026 $108K 0.07% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,097 shares; 2026Q2: 1,097 shares 1,097 $106K 0.06% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 300 shares 300 $102K 0.06% -200 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $99.8K 0.06% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,792 shares; 2026Q2: 1,792 shares 1,792 $96.8K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $95.5K 0.06% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $94.7K 0.06% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $93.5K 0.06% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590 shares; 2026Q2: 265 shares 265 $93.5K 0.06% -325 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $91.6K 0.06% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,507 shares; 2026Q2: 1,507 shares 1,507 $91.6K 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $88.9K 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $86.7K 0.05% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,722 shares; 2026Q2: 1,650 shares 1,650 $83.9K 0.05% -72 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares; 2026Q2: 634 shares 634 $82.8K 0.05% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares; 2026Q2: 2,200 shares 2,200 $80.9K 0.05% +300 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $80.9K 0.05% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $79.1K 0.05% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $79K 0.05% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $78.8K 0.05% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $76K 0.05% 0 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $75.1K 0.05% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares 1,304 $74.7K 0.05% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 199 shares 199 $74.6K 0.05% -1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $74.5K 0.05% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $72.9K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $72.9K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $72.7K 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,399 shares; 2026Q2: 2,999 shares 2,999 $71.8K 0.04% -400 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,369 shares; 2026Q2: 2,369 shares 2,369 $71.5K 0.04% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: 2,550 shares 2,550 $67.1K 0.04% -150 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $66.8K 0.04% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares; 2026Q2: 604 shares 604 $65.2K 0.04% -18 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $64K 0.04% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $62.1K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $61.9K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $60.3K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 575 shares; 2026Q2: 325 shares 325 $60.1K 0.04% -250 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,293 shares; 2026Q2: 3,293 shares 3,293 $58.4K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $58.1K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $58.1K 0.04% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 459 shares; 2026Q2: 459 shares 459 $58K 0.04% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $57.4K 0.03% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,397 shares; 2026Q2: 2,397 shares 2,397 $56.8K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $56.6K 0.03% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $56.6K 0.03% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122 $55.3K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $54.8K 0.03% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 1,000 shares 1,000 $53.2K 0.03% +500 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares; 2026Q2: 660 shares 660 $53.1K 0.03% +300 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $52.5K 0.03% new Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 5,000 shares 5,000 $51.2K 0.03% +2,500 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares 1,022 $50.9K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $50.7K 0.03% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $49.6K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468 shares; 2026Q2: 445 shares 445 $49.2K 0.03% -23 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $48.4K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 485 shares 485 $48.2K 0.03% +280 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $48.1K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 749 shares 749 $47.9K 0.03% -125 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 582 shares; 2026Q2: 582 shares 582 $47.7K 0.03% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $46.5K 0.03% 0 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $46.3K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 300 shares 300 $46.1K 0.03% -200 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $44.1K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $43.5K 0.03% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $43.2K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $42.9K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $40.7K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $39.2K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $38.9K 0.02% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $38.8K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $38.8K 0.02% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $38.4K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $38.2K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $38K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $37.6K 0.02% 0 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $37.4K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $37.2K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $36.8K 0.02% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 200 shares 200 $36K 0.02% -300 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $35.7K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $34.8K 0.02% 0 Timeline PGF 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $34.3K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $34.1K 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $33.7K 0.02% 0 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $33.5K 0.02% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $33.3K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $33.2K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $33.1K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $33.1K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $32.4K 0.02% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $32.3K 0.02% 0 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $32K 0.02% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $31.9K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $31.4K 0.02% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $31.2K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $31.1K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $30.8K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $30.6K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $29.8K 0.02% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 690 shares 690 $29.8K 0.02% +400 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $29.7K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $28.9K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $28.5K 0.02% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $28.4K 0.02% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $28.2K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $27.7K 0.02% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $27.1K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $26.8K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $26.7K 0.02% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $26.4K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 758 shares; 2026Q2: 486 shares 486 $26.1K 0.02% -272 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $25.8K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $25.8K 0.02% 0 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $25.1K 0.02% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $24.5K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $23.7K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $23.6K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $23.6K 0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $23.6K 0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $23.1K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $22.9K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $22.7K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.3K 0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $22.1K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,937 shares; 2025Q1: 1,972 shares; 2025Q2: 1,958 shares; 2025Q3: 1,998 shares; 2025Q4: not reported; 2026Q1: 486 shares; 2026Q2: 436 shares 436 $21.4K 0.01% -50 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $21.2K 0.01% 0 Timeline XLG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $20.9K 0.01% 0 Timeline JCPI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 432 shares; 2026Q2: 432 shares 432 $20.7K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $20.2K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $20.1K 0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $19.2K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $19.1K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $18.9K 0.01% 0 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $18.6K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $18.5K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $18.4K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $18K 0.01% 0 Timeline ATCX ATLAS CRITICAL MINERALS CORP More: the full row for ATLAS CRITICAL MINERALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $17.7K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $17.5K 0.01% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares; 2026Q2: 778 shares 778 $17.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 144 shares 144 $17.2K 0.01% +126 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $16.7K 0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $16.6K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $16.5K 0.01% 0 Timeline SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $16.4K 0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $16.4K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $15.7K 0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $15.7K 0.01% 0 Timeline PBW 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $15.6K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $15.5K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $15.2K 0.01% 0 Timeline ATLX ATLAS LITHIUM CORP More: the full row for ATLAS LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $14.8K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $14.5K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $14.4K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.9K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $13.8K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $13.5K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $13.4K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $13.2K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $12.8K 0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $12.6K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $12.6K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $12.5K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $12.5K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 450 shares 450 $12.3K 0.01% +360 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $12.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $12.1K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $12.1K 0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $12K 0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $11.7K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $11.7K 0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $11.6K 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $11.3K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.1K 0.01% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $10.3K 0.01% 0 Timeline BANK OF AMER CORP 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $10K 0.01% 0 AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $10K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $9.94K 0.01% 0 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $9.62K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $9.45K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $9.41K 0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $9.39K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $9.33K 0.01% 0 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $9.06K 0.01% new Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $9.01K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $8.99K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $8.82K 0.01% 0 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $8.72K 0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $8.7K 0.01% new Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $8.42K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $8.18K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $7.96K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $7.91K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $7.7K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,611 shares; 2026Q2: 1,611 shares 1,611 $7.62K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,365 shares; 2025Q2: 5,465 shares; 2025Q3: 5,465 shares; 2025Q4: 5,465 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.49K <0.01% 0 Timeline QTEX QTREX QUANTUM LTD More: the full row for QTREX QUANTUM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $7.2K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $7.06K <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $6.88K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $6.47K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $6.45K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $6.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $6.39K <0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $6.03K <0.01% 0 Timeline MVST MICROVAST HOLDINGS INC More: the full row for MICROVAST HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $5.85K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $5.75K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares; 2026Q2: 156 shares 156 $5.62K <0.01% -20 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $5.62K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $5.55K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $5.38K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $5.38K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $4.87K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $4.7K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.38K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $4.36K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.36K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $4.31K <0.01% 0 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $4.04K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $3.93K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $3.88K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $3.81K <0.01% 0 Timeline OARK TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $3.77K <0.01% 0 Timeline TMQ TRILOGY METALS INC NEW More: the full row for TRILOGY METALS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $3.51K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.44K <0.01% 0 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $3.38K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $3.36K <0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $3.31K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $3.21K <0.01% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $3.14K <0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $3.07K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.93K <0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $2.78K <0.01% 0 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $2.58K <0.01% 0 Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $2.52K <0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 7,892 shares; 2025Q2: 7,892 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,580 shares; 2026Q2: 80 shares 80 $2.47K <0.01% -7,500 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $2.38K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.29K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $2.23K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $2.05K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127 shares; 2026Q2: 116 shares 116 $2.02K <0.01% -11 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $1.99K <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.93K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $1.84K <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $1.52K <0.01% 0 Timeline BFRG BULLFROG AI HLDGS INC More: the full row for BULLFROG AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $1.42K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.41K <0.01% 0 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $1.36K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $1.34K <0.01% 0 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $1.32K <0.01% 0 Timeline GRML GREENLAND MINES LTD More: the full row for GREENLAND MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $1.3K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $1.26K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $1.18K <0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $1.12K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $1.07K <0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $1.05K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $990 <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $885 <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $851 <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $730 <0.01% 0 Timeline SRFM SURF AIR MOBILITY INC More: the full row for SURF AIR MOBILITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $696 <0.01% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $687 <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $566 <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $510 <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $427 <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $390 <0.01% 0 Timeline MSTU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $324 <0.01% new Timeline KLXE KLX ENERGY SERVICES HOLDINGS More: the full row for KLX ENERGY SERVICES HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $31 <0.01% 0 Timeline HCWC HEALTHY CHOICE WELLNESS CORP More: the full row for HEALTHY CHOICE WELLNESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $7 <0.01% 0 Timeline