JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,829 shares; 2024Q4: 310,957 shares; 2025Q1: 333,975 shares; 2025Q2: 444,430 shares; 2025Q3: 461,847 shares; 2025Q4: 657,333 shares; 2026Q1: 787,994 shares 787,994 $39.9M 10.21% +130,661 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,999 shares; 2024Q4: 446,293 shares; 2025Q1: 493,859 shares; 2025Q2: 507,322 shares; 2025Q3: 448,028 shares; 2025Q4: 521,073 shares; 2026Q1: 733,716 shares 733,716 $37M 9.46% +212,643 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,694 shares; 2024Q4: 172,717 shares; 2025Q1: 174,504 shares; 2025Q2: 175,687 shares; 2025Q3: 158,642 shares; 2025Q4: 154,360 shares; 2026Q1: 156,251 shares 156,251 $27.3M 6.97% +1,891 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,175 shares; 2024Q4: 34,349 shares; 2025Q1: 34,532 shares; 2025Q2: 35,121 shares; 2025Q3: 36,302 shares; 2025Q4: 34,457 shares; 2026Q1: 37,259 shares 37,259 $22.3M 5.7% +2,802 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,831 shares; 2024Q4: 121,584 shares; 2025Q1: 130,866 shares; 2025Q2: 153,764 shares; 2025Q3: 179,739 shares; 2025Q4: 189,912 shares; 2026Q1: 217,519 shares 217,519 $19.7M 5.04% +27,607 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,330 shares; 2024Q4: 64,207 shares; 2025Q1: 64,362 shares; 2025Q2: 62,418 shares; 2025Q3: 62,440 shares; 2025Q4: 62,812 shares; 2026Q1: 64,428 shares 64,428 $16.4M 4.18% +1,616 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,820 shares; 2024Q4: 189,158 shares; 2025Q1: 303,999 shares; 2025Q2: 363,166 shares; 2025Q3: 376,330 shares; 2025Q4: 386,049 shares; 2026Q1: 548,912 shares 548,912 $15.3M 3.91% +162,863 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,422 shares; 2024Q4: 16,298 shares; 2025Q1: 29,372 shares; 2025Q2: 39,744 shares; 2025Q3: 41,094 shares; 2025Q4: 44,354 shares; 2026Q1: 60,126 shares 60,126 $14.3M 3.66% +15,772 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,629 shares; 2024Q4: 152,907 shares; 2025Q1: 137,223 shares; 2025Q2: 120,089 shares; 2025Q3: 124,320 shares; 2025Q4: 179,112 shares; 2026Q1: 204,702 shares 204,702 $10.9M 2.79% +25,590 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,289 shares; 2024Q4: 143,316 shares; 2025Q1: 119,233 shares; 2025Q2: 98,215 shares; 2025Q3: 100,261 shares; 2025Q4: 108,771 shares; 2026Q1: 113,162 shares 113,162 $10.6M 2.71% +4,391 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,701 shares; 2024Q4: 22,903 shares; 2025Q1: 23,044 shares; 2025Q2: 23,443 shares; 2025Q3: 34,488 shares; 2025Q4: 33,851 shares; 2026Q1: 27,389 shares 27,389 $10.1M 2.59% -6,462 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,335 shares; 2024Q4: 39,306 shares; 2025Q1: 39,496 shares; 2025Q2: 40,056 shares; 2025Q3: 40,264 shares; 2025Q4: 43,233 shares; 2026Q1: 43,896 shares 43,896 $9.14M 2.34% +663 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 13,282 shares; 2025Q1: 13,319 shares; 2025Q2: 13,378 shares; 2025Q3: 13,441 shares; 2025Q4: 13,484 shares; 2026Q1: 13,770 shares 13,770 $7.88M 2.02% +286 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,137 shares; 2024Q4: 18,437 shares; 2025Q1: 18,378 shares; 2025Q2: 17,464 shares; 2025Q3: 17,529 shares; 2025Q4: 17,589 shares; 2026Q1: 18,498 shares 18,498 $6.88M 1.76% +909 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,459 shares; 2024Q4: 193,000 shares; 2025Q1: 187,779 shares; 2025Q2: 238,126 shares; 2025Q3: 251,207 shares; 2025Q4: 268,486 shares; 2026Q1: 291,761 shares 291,761 $6.68M 1.71% +23,275 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,879 shares; 2024Q4: 23,164 shares; 2025Q1: 23,242 shares; 2025Q2: 23,213 shares; 2025Q3: 23,359 shares; 2025Q4: 21,999 shares; 2026Q1: 23,161 shares 23,161 $6.66M 1.7% +1,162 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,528 shares; 2024Q4: 7,544 shares; 2025Q1: 7,559 shares; 2025Q2: 7,545 shares; 2025Q3: 7,575 shares; 2025Q4: 7,595 shares; 2026Q1: 7,558 shares 7,558 $6.39M 1.64% -37 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,127 shares; 2024Q4: 55,283 shares; 2025Q1: 68,565 shares; 2025Q2: 67,149 shares; 2025Q3: 61,112 shares; 2025Q4: 59,886 shares; 2026Q1: 62,427 shares 62,427 $6.27M 1.6% +2,541 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,809 shares; 2024Q4: 100,417 shares; 2025Q1: 99,182 shares; 2025Q2: 104,144 shares; 2025Q3: 99,258 shares; 2025Q4: 95,607 shares; 2026Q1: 86,768 shares 86,768 $6.05M 1.55% -8,839 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 18,917 shares; 2025Q1: 18,875 shares; 2025Q2: 19,038 shares; 2025Q3: 19,045 shares; 2025Q4: 17,274 shares; 2026Q1: 19,771 shares 19,771 $5.67M 1.45% +2,497 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,074 shares; 2024Q4: 13,099 shares; 2025Q1: 13,983 shares; 2025Q2: 14,578 shares; 2025Q3: 14,520 shares; 2025Q4: 18,478 shares; 2026Q1: 19,145 shares 19,145 $5.63M 1.44% +667 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,748 shares; 2024Q4: 10,633 shares; 2025Q1: 10,638 shares; 2025Q2: 10,411 shares; 2025Q3: 10,265 shares; 2025Q4: 10,114 shares; 2026Q1: 9,794 shares 9,794 $4.69M 1.2% -320 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,708 shares; 2024Q4: 62,733 shares; 2025Q1: 61,331 shares; 2025Q2: 62,821 shares; 2025Q3: 63,102 shares; 2025Q4: 64,071 shares; 2026Q1: 72,742 shares 72,742 $4.66M 1.19% +8,671 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,642 shares; 2024Q4: 7,569 shares; 2025Q1: 7,481 shares; 2025Q2: 7,584 shares; 2025Q3: 7,433 shares; 2025Q4: 3,956 shares; 2026Q1: 3,920 shares 3,920 $3.91M 1% -36 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 6,624 shares; 2025Q1: 6,530 shares; 2025Q2: 5,993 shares; 2025Q3: 5,610 shares; 2025Q4: 5,691 shares; 2026Q1: 5,562 shares 5,562 $3.88M 0.99% -129 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,219 shares; 2024Q4: 17,139 shares; 2025Q1: 11,423 shares; 2025Q2: 7,258 shares; 2025Q3: 7,556 shares; 2025Q4: 5,955 shares; 2026Q1: 6,543 shares 6,543 $3.78M 0.97% +588 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,756 shares; 2024Q4: 34,952 shares; 2025Q1: 41,027 shares; 2025Q2: 41,232 shares; 2025Q3: 41,759 shares; 2025Q4: 42,508 shares; 2026Q1: 41,459 shares 41,459 $3.66M 0.94% -1,049 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,507 shares; 2024Q4: 66,427 shares; 2025Q1: 62,803 shares; 2025Q2: 59,051 shares; 2025Q3: 58,103 shares; 2025Q4: 63,151 shares; 2026Q1: 63,622 shares 63,622 $3.24M 0.83% +471 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,362 shares; 2025Q1: 2,135 shares; 2025Q2: 2,325 shares; 2025Q3: 2,274 shares; 2025Q4: 2,231 shares; 2026Q1: 4,441 shares 4,441 $2.9M 0.74% +2,210 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 527 shares; 2025Q1: 1,435 shares; 2025Q2: 1,450 shares; 2025Q3: 622 shares; 2025Q4: 1,305 shares; 2026Q1: 30,152 shares 30,152 $2.76M 0.71% +28,847 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,029 shares; 2024Q4: 71,530 shares; 2025Q1: 71,694 shares; 2025Q2: 75,581 shares; 2025Q3: 74,432 shares; 2025Q4: 69,785 shares; 2026Q1: 74,169 shares 74,169 $2.73M 0.7% +4,384 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,162 shares; 2024Q4: 8,490 shares; 2025Q1: 8,305 shares; 2025Q2: 9,058 shares; 2025Q3: 9,003 shares; 2025Q4: 8,828 shares; 2026Q1: 6,328 shares 6,328 $2.72M 0.7% -2,500 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 4,922 shares; 2025Q1: 4,666 shares; 2025Q2: 5,052 shares; 2025Q3: 6,368 shares; 2025Q4: 7,644 shares; 2026Q1: 8,449 shares 8,449 $2.71M 0.69% +805 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,298 shares; 2024Q4: 7,893 shares; 2025Q1: 6,138 shares; 2025Q2: 3,989 shares; 2025Q3: 3,859 shares; 2025Q4: 4,485 shares; 2026Q1: 6,246 shares 6,246 $2.66M 0.68% +1,761 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,235 shares; 2025Q1: 6,954 shares; 2025Q2: 6,830 shares; 2025Q3: 7,173 shares; 2025Q4: 6,954 shares; 2026Q1: 9,197 shares 9,197 $2.41M 0.62% +2,243 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,654 shares; 2024Q4: 15,764 shares; 2025Q1: 15,872 shares; 2025Q2: 15,704 shares; 2025Q3: 15,728 shares; 2025Q4: 15,731 shares; 2026Q1: 15,749 shares 15,749 $2.32M 0.59% +18 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,507 shares; 2025Q4: 31,818 shares; 2026Q1: 42,316 shares 42,316 $2.31M 0.59% +10,498 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,755 shares 41,755 $2.04M 0.52% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 5,848 shares; 2025Q1: 5,849 shares; 2025Q2: 5,835 shares; 2025Q3: 5,835 shares; 2025Q4: 5,854 shares; 2026Q1: 5,878 shares 5,878 $1.78M 0.45% +24 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,321 shares; 2025Q1: 2,319 shares; 2025Q2: 2,368 shares; 2025Q3: 2,575 shares; 2025Q4: 2,376 shares; 2026Q1: 1,834 shares 1,834 $1.76M 0.45% -542 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,992 shares; 2024Q4: 36,118 shares; 2025Q1: 36,287 shares; 2025Q2: 36,126 shares; 2025Q3: 40,281 shares; 2025Q4: 36,488 shares; 2026Q1: 35,086 shares 35,086 $1.75M 0.45% -1,402 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 98 shares; 2025Q1: 152 shares; 2025Q2: 130 shares; 2025Q3: 166 shares; 2025Q4: 8,286 shares; 2026Q1: 8,395 shares 8,395 $1.71M 0.44% +109 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 4,575 shares; 2025Q1: 4,583 shares; 2025Q2: 4,602 shares; 2025Q3: 4,654 shares; 2025Q4: 4,648 shares; 2026Q1: 4,659 shares 4,659 $1.67M 0.43% +11 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 3,425 shares; 2025Q3: 12,752 shares; 2025Q4: 22,025 shares; 2026Q1: 23,015 shares 23,015 $1.63M 0.42% +990 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,203 shares; 2025Q1: 1,821 shares; 2025Q2: 1,791 shares; 2025Q3: 867 shares; 2025Q4: 870 shares; 2026Q1: 15,339 shares 15,339 $1.53M 0.39% +14,469 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,949 shares; 2024Q4: 21,761 shares; 2025Q1: 20,496 shares; 2025Q2: 20,051 shares; 2025Q3: 17,802 shares; 2025Q4: 9,046 shares; 2026Q1: 6,199 shares 6,199 $1.12M 0.29% -2,847 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 27,285 shares; 2026Q1: 27,393 shares 27,393 $1.09M 0.28% +108 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,387 shares; 2024Q4: 18,117 shares; 2025Q1: 17,284 shares; 2025Q2: 16,611 shares; 2025Q3: 15,199 shares; 2025Q4: 12,891 shares; 2026Q1: 10,503 shares 10,503 $1.07M 0.27% -2,388 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 314 shares; 2025Q1: 804 shares; 2025Q2: 678 shares; 2025Q3: 688 shares; 2025Q4: 692 shares; 2026Q1: 1,418 shares 1,418 $922K 0.24% +726 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,629 shares 21,629 $849K 0.22% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,190 shares; 2025Q1: 1,254 shares; 2025Q2: 1,031 shares; 2025Q3: 1,122 shares; 2025Q4: 1,489 shares; 2026Q1: 2,330 shares 2,330 $787K 0.2% +841 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,084 shares; 2024Q4: 21,981 shares; 2025Q1: 32,577 shares; 2025Q2: 35,182 shares; 2025Q3: 35,951 shares; 2025Q4: 38,083 shares; 2026Q1: 48,630 shares 48,630 $729K 0.19% +10,547 Timeline WSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,078 shares 19,078 $593K 0.15% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 270 shares; 2025Q1: 341 shares; 2025Q2: 674 shares; 2025Q3: 825 shares; 2025Q4: 1,135 shares; 2026Q1: 1,742 shares 1,742 $539K 0.14% +607 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,555 shares 6,555 $525K 0.13% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 11,411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,649 shares 20,649 $501K 0.13% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 2,438 shares 2,438 $468K 0.12% +2,338 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,457 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 4,412 shares; 2025Q4: 9,611 shares; 2026Q1: 9,784 shares 9,784 $449K 0.11% +173 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,351 shares; 2025Q1: 1,554 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,902 shares; 2026Q1: 2,283 shares 2,283 $448K 0.11% +381 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,985 shares 12,985 $447K 0.11% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,734 shares; 2025Q1: 1,700 shares; 2025Q2: 1,706 shares; 2025Q3: 1,712 shares; 2025Q4: 1,718 shares; 2026Q1: 2,005 shares 2,005 $429K 0.11% +287 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 876 shares; 2025Q1: 847 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 834 shares; 2026Q1: 870 shares 870 $403K 0.1% +36 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,910 shares 4,910 $379K 0.1% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: 6,858 shares; 2025Q1: 6,891 shares; 2025Q2: 6,240 shares; 2025Q3: 6,288 shares; 2025Q4: 6,306 shares; 2026Q1: 6,336 shares 6,336 $360K 0.09% +30 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 46 shares; 2025Q1: 52 shares; 2025Q2: 70 shares; 2025Q3: 132 shares; 2025Q4: 146 shares; 2026Q1: 397 shares 397 $347K 0.09% +251 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 5,400 shares 5,400 $343K 0.09% +4,500 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,375 shares; 2024Q4: 28,776 shares; 2025Q1: 28,764 shares; 2025Q2: 28,783 shares; 2025Q3: 28,766 shares; 2025Q4: 199 shares; 2026Q1: 1,985 shares 1,985 $318K 0.08% +1,786 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 15,700 shares 15,700 $318K 0.08% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 5,376 shares; 2025Q1: 3,712 shares; 2025Q2: 3,473 shares; 2025Q3: 2,009 shares; 2025Q4: 2,027 shares; 2026Q1: 2,971 shares 2,971 $299K 0.08% +944 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,745 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares 1,709 $259K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 485 shares; 2025Q1: 496 shares; 2025Q2: 507 shares; 2025Q3: 514 shares; 2025Q4: 457 shares; 2026Q1: 585 shares 585 $253K 0.06% +128 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,500 shares; 2025Q2: 9,450 shares; 2025Q3: 9,550 shares; 2025Q4: 6,800 shares; 2026Q1: 6,700 shares 6,700 $249K 0.06% -100 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,240 shares 3,240 $242K 0.06% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 591 shares; 2025Q1: 612 shares; 2025Q2: 623 shares; 2025Q3: 605 shares; 2025Q4: 2,620 shares; 2026Q1: 2,101 shares 2,101 $220K 0.06% -519 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 2,380 shares; 2025Q3: 2,561 shares; 2025Q4: 2,823 shares; 2026Q1: 2,738 shares 2,738 $219K 0.06% -85 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 392 shares; 2025Q3: 2,838 shares; 2025Q4: 4,388 shares; 2026Q1: 4,388 shares 4,388 $217K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 359 shares; 2025Q1: 467 shares; 2025Q2: 497 shares; 2025Q3: 1,002 shares; 2025Q4: 1,009 shares; 2026Q1: 1,080 shares 1,080 $208K 0.05% +71 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 351 shares 351 $208K 0.05% +350 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,085 shares; 2025Q1: 3,079 shares; 2025Q2: 3,090 shares; 2025Q3: 3,131 shares; 2025Q4: 654 shares; 2026Q1: 652 shares 652 $203K 0.05% -2 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,078 shares 3,078 $197K 0.05% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares; 2026Q1: 3,407 shares 3,407 $194K 0.05% -83 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,761 shares; 2025Q4: 3,786 shares; 2026Q1: 3,817 shares 3,817 $190K 0.05% +31 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 872 shares; 2025Q1: 933 shares; 2025Q2: 1,228 shares; 2025Q3: 1,207 shares; 2025Q4: 1,414 shares; 2026Q1: 1,513 shares 1,513 $188K 0.05% +99 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483 shares 483 $185K 0.05% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 3,463 shares 3,463 $182K 0.05% +2,456 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 89 shares; 2025Q1: 208 shares; 2025Q2: 244 shares; 2025Q3: 507 shares; 2025Q4: 600 shares; 2026Q1: 638 shares 638 $181K 0.05% +38 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 710 shares; 2025Q1: 731 shares; 2025Q2: 762 shares; 2025Q3: 730 shares; 2025Q4: 1,390 shares; 2026Q1: 1,807 shares 1,807 $174K 0.04% +417 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 643 shares; 2025Q1: 743 shares; 2025Q2: 584 shares; 2025Q3: 636 shares; 2025Q4: 678 shares; 2026Q1: 810 shares 810 $168K 0.04% +132 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,114 shares 2,114 $167K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,158 shares; 2024Q4: 11,146 shares; 2025Q1: 11,148 shares; 2025Q2: 11,187 shares; 2025Q3: 11,189 shares; 2025Q4: 1,197 shares; 2026Q1: 1,296 shares 1,296 $167K 0.04% +99 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 23 shares; 2025Q1: 204 shares; 2025Q2: 351 shares; 2025Q3: 165 shares; 2025Q4: 195 shares; 2026Q1: 362 shares 362 $167K 0.04% +167 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,962 shares; 2025Q1: 5,986 shares; 2025Q2: 6,006 shares; 2025Q3: 6,056 shares; 2025Q4: 461 shares; 2026Q1: 505 shares 505 $166K 0.04% +44 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 79 shares; 2025Q1: 61 shares; 2025Q2: 87 shares; 2025Q3: 96 shares; 2025Q4: 107 shares; 2026Q1: 1,652 shares 1,652 $163K 0.04% +1,545 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 166 shares; 2025Q1: 252 shares; 2025Q2: 277 shares; 2025Q3: 441 shares; 2025Q4: 605 shares; 2026Q1: 661 shares 661 $162K 0.04% +56 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 692 shares; 2025Q1: 403 shares; 2025Q2: 674 shares; 2025Q3: 491 shares; 2025Q4: 733 shares; 2026Q1: 938 shares 938 $159K 0.04% +205 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 307 shares; 2025Q1: 404 shares; 2025Q2: 490 shares; 2025Q3: 535 shares; 2025Q4: 539 shares; 2026Q1: 1,062 shares 1,062 $155K 0.04% +523 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 181 shares; 2025Q1: 242 shares; 2025Q2: 350 shares; 2025Q3: 352 shares; 2025Q4: 340 shares; 2026Q1: 510 shares 510 $154K 0.04% +170 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 16 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 38 shares; 2025Q4: 25 shares; 2026Q1: 322 shares 322 $144K 0.04% +297 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,518 shares; 2025Q3: 6,288 shares; 2025Q4: 2,503 shares; 2026Q1: 2,503 shares 2,503 $142K 0.04% 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; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,879 shares; 2025Q1: 1,974 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,043 shares; 2026Q1: 1,766 shares 1,766 $138K 0.04% -277 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 45 shares; 2025Q1: 69 shares; 2025Q2: 74 shares; 2025Q3: 117 shares; 2025Q4: 132 shares; 2026Q1: 149 shares 149 $137K 0.04% +17 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,669 shares; 2024Q4: 10,549 shares; 2025Q1: 10,738 shares; 2025Q2: 11,218 shares; 2025Q3: 11,143 shares; 2025Q4: 1,755 shares; 2026Q1: 1,790 shares 1,790 $136K 0.03% +35 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,680 shares; 2024Q4: 116,680 shares; 2025Q1: 116,680 shares; 2025Q2: 116,680 shares; 2025Q3: 116,681 shares; 2025Q4: 116,681 shares; 2026Q1: 116,680 shares 116,680 $133K 0.03% -1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 940 shares; 2025Q1: 896 shares; 2025Q2: 927 shares; 2025Q3: 1,145 shares; 2025Q4: 1,098 shares; 2026Q1: 1,108 shares 1,108 $131K 0.03% +10 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 113 shares; 2025Q3: 115 shares; 2025Q4: 28 shares; 2026Q1: 360 shares 360 $128K 0.03% +332 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 985 shares; 2025Q1: 971 shares; 2025Q2: 980 shares; 2025Q3: 657 shares; 2025Q4: 631 shares; 2026Q1: 677 shares 677 $126K 0.03% +46 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,008 shares; 2025Q2: 6,741 shares; 2025Q3: 7,570 shares; 2025Q4: 7,994 shares; 2026Q1: 4,433 shares 4,433 $126K 0.03% -3,561 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 576 shares; 2025Q1: 577 shares; 2025Q2: 570 shares; 2025Q3: 1,182 shares; 2025Q4: 1,189 shares; 2026Q1: 1,285 shares 1,285 $123K 0.03% +96 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 63 shares; 2025Q1: 69 shares; 2025Q2: 57 shares; 2025Q3: 590 shares; 2025Q4: 607 shares; 2026Q1: 617 shares 617 $122K 0.03% +10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,062 shares; 2025Q1: 3,089 shares; 2025Q2: 3,066 shares; 2025Q3: 3,087 shares; 2025Q4: 64 shares; 2026Q1: 612 shares 612 $122K 0.03% +548 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,119 shares; 2024Q4: 3,151 shares; 2025Q1: 3,144 shares; 2025Q2: 3,047 shares; 2025Q3: 3,113 shares; 2025Q4: 507 shares; 2026Q1: 823 shares 823 $119K 0.03% +316 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 298 shares; 2025Q1: 502 shares; 2025Q2: 402 shares; 2025Q3: 314 shares; 2025Q4: 319 shares; 2026Q1: 342 shares 342 $116K 0.03% +23 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,379 shares; 2024Q4: 10,353 shares; 2025Q1: 10,290 shares; 2025Q2: 10,600 shares; 2025Q3: 10,673 shares; 2025Q4: 768 shares; 2026Q1: 954 shares 954 $115K 0.03% +186 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,329 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares 2,168 $114K 0.03% 0 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 486 shares; 2025Q1: 552 shares; 2025Q2: 556 shares; 2025Q3: 557 shares; 2025Q4: 560 shares; 2026Q1: 561 shares 561 $112K 0.03% +1 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares 1,837 $101K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 724 shares; 2025Q1: 768 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 453 shares; 2026Q1: 514 shares 514 $99.8K 0.03% +61 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 599 shares; 2025Q1: 697 shares; 2025Q2: 857 shares; 2025Q3: 884 shares; 2025Q4: 1,035 shares; 2026Q1: 1,283 shares 1,283 $99.6K 0.03% +248 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 8 shares; 2025Q1: 15 shares; 2025Q2: 9 shares; 2025Q3: 23 shares; 2025Q4: 43 shares; 2026Q1: 73 shares 73 $96.4K 0.02% +30 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,507 shares; 2026Q1: 2,514 shares 2,514 $94.1K 0.02% +7 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 20,982 shares 20,982 $92.1K 0.02% +5,982 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 897 shares 897 $89K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,601 shares; 2024Q4: 1,147 shares; 2025Q1: 1,463 shares; 2025Q2: 913 shares; 2025Q3: 969 shares; 2025Q4: 1,147 shares; 2026Q1: 3,140 shares 3,140 $88.2K 0.02% +1,993 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 200 shares; 2025Q1: 219 shares; 2025Q2: 221 shares; 2025Q3: 222 shares; 2025Q4: 258 shares; 2026Q1: 326 shares 326 $88.2K 0.02% +68 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 1,155 shares 1,155 $86.9K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,478 shares; 2024Q4: 11,479 shares; 2025Q1: 11,548 shares; 2025Q2: 11,583 shares; 2025Q3: 11,584 shares; 2025Q4: 1,231 shares; 2026Q1: 931 shares 931 $83.4K 0.02% -300 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 310 shares; 2025Q2: 321 shares; 2025Q3: 919 shares; 2025Q4: 769 shares; 2026Q1: 333 shares 333 $82.5K 0.02% -436 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,252 shares; 2024Q4: 7,506 shares; 2025Q1: 332 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares; 2026Q1: 894 shares 894 $81.8K 0.02% +454 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $78.4K 0.02% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 3,140 shares 3,140 $76.6K 0.02% +1,570 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 76 shares; 2025Q1: 127 shares; 2025Q2: 144 shares; 2025Q3: 290 shares; 2025Q4: 322 shares; 2026Q1: 347 shares 347 $75.4K 0.02% +25 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,481 shares; 2024Q4: 13,659 shares; 2025Q1: 13,815 shares; 2025Q2: 13,756 shares; 2025Q3: 13,763 shares; 2025Q4: 769 shares; 2026Q1: 941 shares 941 $74.9K 0.02% +172 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $73.8K 0.02% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735 $73.5K 0.02% 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; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 892 shares; 2025Q4: 739 shares; 2026Q1: 738 shares 738 $71.8K 0.02% -1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 262 shares; 2025Q1: 310 shares; 2025Q2: 293 shares; 2025Q3: 487 shares; 2025Q4: 573 shares; 2026Q1: 758 shares 758 $70.4K 0.02% +185 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 225 shares; 2025Q1: 206 shares; 2025Q2: 225 shares; 2025Q3: 354 shares; 2025Q4: 361 shares; 2026Q1: 425 shares 425 $70.3K 0.02% +64 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 124 shares; 2025Q1: 3,376 shares; 2025Q2: 2,725 shares; 2025Q3: 684 shares; 2025Q4: 134 shares; 2026Q1: 276 shares 276 $69.2K 0.02% +142 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 74 shares; 2025Q1: 88 shares; 2025Q2: 93 shares; 2025Q3: 116 shares; 2025Q4: 127 shares; 2026Q1: 123 shares 123 $69K 0.02% -4 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 13 shares; 2025Q1: 25 shares; 2025Q2: 31 shares; 2025Q3: 43 shares; 2025Q4: 55 shares; 2026Q1: 161 shares 161 $68.5K 0.02% +106 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 233 shares; 2025Q1: 223 shares; 2025Q2: 264 shares; 2025Q3: 307 shares; 2025Q4: 279 shares; 2026Q1: 303 shares 303 $68.5K 0.02% +24 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 88 shares; 2025Q1: 84 shares; 2025Q2: 108 shares; 2025Q3: 156 shares; 2025Q4: 171 shares; 2026Q1: 136 shares 136 $68.1K 0.02% -35 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 15,308 shares; 2025Q1: 15,560 shares; 2025Q2: 15,561 shares; 2025Q3: 15,667 shares; 2025Q4: 697 shares; 2026Q1: 696 shares 696 $67.2K 0.02% -1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 38 shares; 2025Q1: 32 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 23 shares; 2026Q1: 330 shares 330 $67.1K 0.02% +307 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,043 shares; 2025Q1: 4,077 shares; 2025Q2: 4,102 shares; 2025Q3: 4,171 shares; 2025Q4: 167 shares; 2026Q1: 189 shares 189 $66.7K 0.02% +22 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares 2,284 $66.5K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 3,041 shares; 2025Q1: 2,677 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,771 shares; 2026Q1: 2,671 shares 2,671 $66.1K 0.02% -100 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 60 shares; 2025Q1: 50 shares; 2025Q2: 75 shares; 2025Q3: 78 shares; 2025Q4: 116 shares; 2026Q1: 192 shares 192 $65.7K 0.02% +76 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 695 shares; 2026Q1: 526 shares 526 $65.4K 0.02% -169 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 43 shares; 2025Q1: 92 shares; 2025Q2: 99 shares; 2025Q3: 61 shares; 2025Q4: 55 shares; 2026Q1: 324 shares 324 $64.2K 0.02% +269 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 29 shares; 2025Q3: 51 shares; 2025Q4: 49 shares; 2026Q1: 309 shares 309 $63.8K 0.02% +260 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 9 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 333 shares; 2026Q1: 320 shares 320 $63.2K 0.02% -13 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 9,760 shares; 2025Q1: 10,003 shares; 2025Q2: 9,969 shares; 2025Q3: 10,011 shares; 2025Q4: 600 shares; 2026Q1: 629 shares 629 $60.7K 0.02% +29 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,119 shares 1,119 $60.3K 0.02% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $59.4K 0.02% 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; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,541 shares; 2025Q1: 3,562 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares; 2025Q4: 292 shares; 2026Q1: 426 shares 426 $59.4K 0.02% +134 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 81 shares; 2025Q1: 93 shares; 2025Q2: 101 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 40 shares 40 $59K 0.02% +9 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 489 shares; 2025Q1: 524 shares; 2025Q2: 547 shares; 2025Q3: 583 shares; 2025Q4: 588 shares; 2026Q1: 523 shares 523 $58.5K 0.01% -65 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 395 shares; 2025Q1: 465 shares; 2025Q2: 574 shares; 2025Q3: 572 shares; 2025Q4: 630 shares; 2026Q1: 569 shares 569 $58.4K 0.01% -61 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 211 shares; 2025Q1: 68 shares; 2025Q2: 24 shares; 2025Q3: 51 shares; 2025Q4: 53 shares; 2026Q1: 79 shares 79 $56.1K 0.01% +26 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 190 shares; 2025Q1: 326 shares; 2025Q2: 392 shares; 2025Q3: 400 shares; 2025Q4: 421 shares; 2026Q1: 517 shares 517 $55.9K 0.01% +96 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 27 shares; 2025Q1: 48 shares; 2025Q2: 42 shares; 2025Q3: 47 shares; 2025Q4: 237 shares; 2026Q1: 227 shares 227 $55.2K 0.01% -10 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 491 shares 491 $55.1K 0.01% +26 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,489 shares 1,489 $54.9K 0.01% new Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $54.8K 0.01% 0 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 979 shares; 2025Q1: 1,034 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 979 shares 979 $54.7K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 625 shares; 2025Q3: 353 shares; 2025Q4: 426 shares; 2026Q1: 436 shares 436 $54.7K 0.01% +10 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 181 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $54.5K 0.01% 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; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 676 shares; 2025Q1: 684 shares; 2025Q2: 672 shares; 2025Q3: 142 shares; 2025Q4: 177 shares; 2026Q1: 254 shares 254 $54.3K 0.01% +77 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 844 shares; 2025Q1: 1,157 shares; 2025Q2: 621 shares; 2025Q3: 767 shares; 2025Q4: 801 shares; 2026Q1: 1,113 shares 1,113 $54.3K 0.01% +312 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 164 shares; 2025Q1: 129 shares; 2025Q2: 140 shares; 2025Q3: 231 shares; 2025Q4: 279 shares; 2026Q1: 327 shares 327 $52.3K 0.01% +48 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 650 shares 650 $50.4K 0.01% +200 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 749 shares 749 $50.3K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 26 shares; 2025Q1: 50 shares; 2025Q2: 33 shares; 2025Q3: 52 shares; 2025Q4: 41 shares; 2026Q1: 101 shares 101 $50.1K 0.01% +60 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; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 94 shares; 2025Q3: 160 shares; 2025Q4: 161 shares; 2026Q1: 201 shares 201 $49.6K 0.01% +40 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 174 shares; 2025Q1: 314 shares; 2025Q2: 309 shares; 2025Q3: 418 shares; 2025Q4: 423 shares; 2026Q1: 436 shares 436 $49.4K 0.01% +13 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 825 shares; 2025Q1: 931 shares; 2025Q2: 1,450 shares; 2025Q3: 1,241 shares; 2025Q4: 1,210 shares; 2026Q1: 1,660 shares 1,660 $48.1K 0.01% +450 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $47.9K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,336 shares; 2025Q1: 998 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares 642 $47.7K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $47.6K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,390 shares; 2024Q4: 20,428 shares; 2025Q1: 20,320 shares; 2025Q2: 20,384 shares; 2025Q3: 20,688 shares; 2025Q4: 566 shares; 2026Q1: 919 shares 919 $46.1K 0.01% +353 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 56 shares; 2025Q1: 164 shares; 2025Q2: 173 shares; 2025Q3: 148 shares; 2025Q4: 243 shares; 2026Q1: 339 shares 339 $44.8K 0.01% +96 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,159 shares; 2025Q1: 2,368 shares; 2025Q2: 2,352 shares; 2025Q3: 2,578 shares; 2025Q4: 421 shares; 2026Q1: 480 shares 480 $44.6K 0.01% +59 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 515 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $44.4K 0.01% 0 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 1,927 shares; 2025Q1: 1,661 shares; 2025Q2: 1,627 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares 1,316 $43.1K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 53 shares; 2025Q1: 426 shares; 2025Q2: 266 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 955 shares 955 $42.1K 0.01% +438 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 158 shares; 2025Q1: 221 shares; 2025Q2: 159 shares; 2025Q3: 160 shares; 2025Q4: 250 shares; 2026Q1: 270 shares 270 $41.9K 0.01% +20 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 1,162 shares 1,162 $41.2K 0.01% +812 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 93 shares; 2025Q1: 62 shares; 2025Q2: 133 shares; 2025Q3: 166 shares; 2025Q4: 167 shares; 2026Q1: 422 shares 422 $41K 0.01% +255 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 66 shares; 2025Q1: 159 shares; 2025Q2: 290 shares; 2025Q3: 258 shares; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $40.2K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares 809 $40K 0.01% 0 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $39.5K 0.01% new Timeline GOP TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $39K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,193 shares; 2025Q1: 10,215 shares; 2025Q2: 10,295 shares; 2025Q3: 10,296 shares; 2025Q4: 229 shares; 2026Q1: 248 shares 248 $39K 0.01% +19 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,024 shares; 2025Q1: 3,078 shares; 2025Q2: 3,091 shares; 2025Q3: 3,200 shares; 2025Q4: 367 shares; 2026Q1: 408 shares 408 $38.3K 0.01% +41 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 112 shares; 2025Q1: 99 shares; 2025Q2: 115 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 184 shares 184 $38.2K 0.01% +23 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 243 shares; 2025Q1: 258 shares; 2025Q2: 260 shares; 2025Q3: 266 shares; 2025Q4: 268 shares; 2026Q1: 346 shares 346 $38K 0.01% +78 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 2,524 shares 2,524 $38K 0.01% +2,512 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 336 shares; 2025Q1: 305 shares; 2025Q2: 336 shares; 2025Q3: 103 shares; 2025Q4: 112 shares; 2026Q1: 832 shares 832 $37.6K 0.01% +720 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares 2,001 $37.4K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $37.1K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 22 shares; 2025Q1: 47 shares; 2025Q2: 102 shares; 2025Q3: 300 shares; 2025Q4: 395 shares; 2026Q1: 433 shares 433 $36.9K 0.01% +38 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $36.4K 0.01% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $36.4K 0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $36.3K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 114 shares; 2025Q1: 367 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 265 shares 265 $36K 0.01% -117 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 59 shares; 2025Q1: 63 shares; 2025Q2: 61 shares; 2025Q3: 103 shares; 2025Q4: 106 shares; 2026Q1: 125 shares 125 $35.8K 0.01% +19 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $35.3K 0.01% 0 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 1,496 shares 1,496 $35K 0.01% +826 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 120 shares; 2025Q1: 91 shares; 2025Q2: 197 shares; 2025Q3: 244 shares; 2025Q4: 252 shares; 2026Q1: 276 shares 276 $34.9K 0.01% +24 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 233 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 467 shares; 2025Q4: 477 shares; 2026Q1: 422 shares 422 $34.8K 0.01% -55 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,118 shares; 2024Q4: 10,576 shares; 2025Q1: 294 shares; 2025Q2: 344 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 466 shares 466 $34.7K 0.01% +121 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 205 shares 205 $34.6K 0.01% -25 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 103 shares; 2025Q1: 113 shares; 2025Q2: 92 shares; 2025Q3: 96 shares; 2025Q4: 127 shares; 2026Q1: 132 shares 132 $34.2K 0.01% +5 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $34K 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,152 shares; 2025Q1: 2,130 shares; 2025Q2: 2,088 shares; 2025Q3: 2,080 shares; 2025Q4: 1,380 shares; 2026Q1: 1,489 shares 1,489 $33.8K 0.01% +109 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 71 shares; 2025Q1: 66 shares; 2025Q2: 74 shares; 2025Q3: 81 shares; 2025Q4: 74 shares; 2026Q1: 81 shares 81 $33.8K 0.01% +7 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 23 shares; 2025Q1: 111 shares; 2025Q2: 129 shares; 2025Q3: 186 shares; 2025Q4: 174 shares; 2026Q1: 256 shares 256 $33.5K 0.01% +82 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 21 shares; 2025Q1: 29 shares; 2025Q2: 26 shares; 2025Q3: 59 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $33.5K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 297 shares; 2025Q1: 325 shares; 2025Q2: 301 shares; 2025Q3: 306 shares; 2025Q4: 310 shares; 2026Q1: 447 shares 447 $32.7K 0.01% +137 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 198 shares; 2025Q1: 217 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 328 shares 328 $32.5K 0.01% +134 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 729 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $32.4K 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; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 298 shares; 2025Q3: 312 shares; 2025Q4: 288 shares; 2026Q1: 441 shares 441 $31.7K 0.01% +153 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,109 shares; 2024Q4: 10,065 shares; 2025Q1: 10,134 shares; 2025Q2: 10,192 shares; 2025Q3: 10,387 shares; 2025Q4: 431 shares; 2026Q1: 436 shares 436 $31.7K 0.01% +5 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 133 shares; 2025Q1: 175 shares; 2025Q2: 191 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 192 shares 192 $31.7K 0.01% -68 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 680 shares; 2025Q1: 1,289 shares; 2025Q2: 1,333 shares; 2025Q3: 1,766 shares; 2025Q4: 1,873 shares; 2026Q1: 1,862 shares 1,862 $31.6K 0.01% -11 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 94 shares; 2025Q1: 95 shares; 2025Q2: 130 shares; 2025Q3: 117 shares; 2025Q4: 98 shares; 2026Q1: 152 shares 152 $31.6K 0.01% +54 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 135 shares; 2025Q1: 167 shares; 2025Q2: 207 shares; 2025Q3: 345 shares; 2025Q4: 359 shares; 2026Q1: 470 shares 470 $31K 0.01% +111 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 318 shares; 2025Q1: 256 shares; 2025Q2: 388 shares; 2025Q3: 397 shares; 2025Q4: 410 shares; 2026Q1: 594 shares 594 $30.9K 0.01% +184 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 299 shares; 2025Q1: 394 shares; 2025Q2: 168 shares; 2025Q3: 148 shares; 2025Q4: 307 shares; 2026Q1: 509 shares 509 $30.9K 0.01% +202 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 140 shares; 2025Q1: 194 shares; 2025Q2: 150 shares; 2025Q3: 79 shares; 2025Q4: 152 shares; 2026Q1: 148 shares 148 $30.5K 0.01% -4 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 545 shares 545 $30.3K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 96 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 118 shares; 2025Q4: 207 shares; 2026Q1: 184 shares 184 $29.8K 0.01% -23 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 13 shares; 2025Q1: 16 shares; 2025Q2: 10 shares; 2025Q3: 30 shares; 2025Q4: 31 shares; 2026Q1: 49 shares 49 $29.8K 0.01% +18 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 559 shares; 2025Q4: 560 shares; 2026Q1: 541 shares 541 $29.3K 0.01% -19 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 100 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 143 shares; 2025Q4: 155 shares; 2026Q1: 147 shares 147 $29.1K 0.01% -8 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 47 shares; 2025Q1: 475 shares; 2025Q2: 498 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $29K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157 shares 157 $28.8K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 120 shares; 2025Q1: 116 shares; 2025Q2: 203 shares; 2025Q3: 212 shares; 2025Q4: 238 shares; 2026Q1: 218 shares 218 $28.6K 0.01% -20 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $28.6K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 326 shares; 2025Q1: 807 shares; 2025Q2: 810 shares; 2025Q3: 927 shares; 2025Q4: 1,699 shares; 2026Q1: 1,788 shares 1,788 $28.4K 0.01% +89 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; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 73 shares; 2025Q1: 129 shares; 2025Q2: 79 shares; 2025Q3: 196 shares; 2025Q4: 229 shares; 2026Q1: 303 shares 303 $28.3K 0.01% +74 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 63 shares; 2025Q1: 174 shares; 2025Q2: 165 shares; 2025Q3: 633 shares; 2025Q4: 507 shares; 2026Q1: 501 shares 501 $28.2K 0.01% -6 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $28.2K 0.01% 0 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $27.8K 0.01% new Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $27.7K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,461 shares; 2025Q1: 3,483 shares; 2025Q2: 3,518 shares; 2025Q3: 3,492 shares; 2025Q4: 137 shares; 2026Q1: 158 shares 158 $27.3K 0.01% +21 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares 112 $27K 0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 160 shares 160 $27K 0.01% +43 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 34 shares; 2025Q1: 45 shares; 2025Q2: 42 shares; 2025Q3: 67 shares; 2025Q4: 63 shares; 2026Q1: 96 shares 96 $26.9K 0.01% +33 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,138 shares; 2025Q2: 1,212 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,258 shares 1,258 $26.6K 0.01% -227 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 248 shares; 2025Q1: 393 shares; 2025Q2: 317 shares; 2025Q3: 668 shares; 2025Q4: 470 shares; 2026Q1: 923 shares 923 $26.5K 0.01% +453 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 480 shares; 2025Q1: 482 shares; 2025Q2: 486 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $26.1K 0.01% 0 Timeline TZA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 3,700 shares 3,700 $26K 0.01% +1,000 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330 shares; 2025Q4: 3,730 shares; 2026Q1: 3,730 shares 3,730 $25.7K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 164 shares; 2025Q1: 327 shares; 2025Q2: 319 shares; 2025Q3: 337 shares; 2025Q4: 344 shares; 2026Q1: 354 shares 354 $25.4K 0.01% +10 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 313 shares; 2025Q1: 347 shares; 2025Q2: 430 shares; 2025Q3: 469 shares; 2025Q4: 523 shares; 2026Q1: 435 shares 435 $25.1K 0.01% -88 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 436 shares; 2025Q1: 651 shares; 2025Q2: 897 shares; 2025Q3: 1,316 shares; 2025Q4: 1,037 shares; 2026Q1: 1,207 shares 1,207 $25K 0.01% +170 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 57 shares; 2025Q1: 116 shares; 2025Q2: 43 shares; 2025Q3: 48 shares; 2025Q4: 49 shares; 2026Q1: 103 shares 103 $24.9K 0.01% +54 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 24 shares; 2026Q1: 28 shares 28 $24.3K 0.01% +4 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 9,150 shares; 2025Q1: 9,130 shares; 2025Q2: 9,242 shares; 2025Q3: 9,249 shares; 2025Q4: 394 shares; 2026Q1: 459 shares 459 $24.2K 0.01% +65 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 45 shares; 2025Q1: 51 shares; 2025Q2: 61 shares; 2025Q3: 59 shares; 2025Q4: 79 shares; 2026Q1: 83 shares 83 $24.2K 0.01% +4 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 498 shares 498 $24.1K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 565 shares; 2025Q1: 410 shares; 2025Q2: 342 shares; 2025Q3: 491 shares; 2025Q4: 478 shares; 2026Q1: 583 shares 583 $23.9K 0.01% +105 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $23.9K 0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 345 shares 345 $23.9K 0.01% +132 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $23.5K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 66 shares; 2025Q1: 128 shares; 2025Q2: 60 shares; 2025Q3: 122 shares; 2025Q4: 134 shares; 2026Q1: 176 shares 176 $23.3K 0.01% +42 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 574 shares; 2025Q3: 842 shares; 2025Q4: 905 shares; 2026Q1: 888 shares 888 $23.1K 0.01% -17 Timeline HAVERTY FURNITURE COS INC HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $23K 0.01% 0 UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 326 shares; 2026Q1: 403 shares 403 $23K 0.01% +77 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 954 shares; 2025Q1: 829 shares; 2025Q2: 717 shares; 2025Q3: 889 shares; 2025Q4: 1,053 shares; 2026Q1: 1,102 shares 1,102 $22.9K 0.01% +49 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 50 shares; 2025Q1: 56 shares; 2025Q2: 55 shares; 2025Q3: 90 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $22.8K 0.01% 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; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 62 shares; 2025Q1: 51 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 76 shares; 2026Q1: 77 shares 77 $22.7K 0.01% +1 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 17 shares; 2025Q3: 24 shares; 2025Q4: 31 shares; 2026Q1: 57 shares 57 $22.7K 0.01% +26 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 39 shares; 2025Q1: 45 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 60 shares; 2026Q1: 66 shares 66 $22.7K 0.01% +6 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 31 shares; 2025Q1: 60 shares; 2025Q2: 111 shares; 2025Q3: 139 shares; 2025Q4: 142 shares; 2026Q1: 92 shares 92 $22.3K 0.01% -50 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares 376 $22K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 37 shares; 2025Q3: 71 shares; 2025Q4: 45 shares; 2026Q1: 75 shares 75 $21.3K 0.01% +30 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $21.2K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 144 shares; 2025Q1: 147 shares; 2025Q2: 137 shares; 2025Q3: 250 shares; 2025Q4: 137 shares; 2026Q1: 121 shares 121 $21.1K 0.01% -16 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 26 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 130 shares; 2026Q1: 172 shares 172 $21.1K 0.01% +42 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 524 shares; 2026Q1: 458 shares 458 $21K 0.01% -66 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 41 shares; 2025Q1: 74 shares; 2025Q2: 40 shares; 2025Q3: 42 shares; 2025Q4: 47 shares; 2026Q1: 66 shares 66 $21K 0.01% +19 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 867 shares; 2025Q1: 1,624 shares; 2025Q2: 1,724 shares; 2025Q3: 1,855 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares 1,855 $20.9K 0.01% 0 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $20.9K 0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $20.8K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 116 shares; 2025Q4: 117 shares; 2026Q1: 97 shares 97 $20.8K 0.01% -20 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 8 shares; 2026Q1: 118 shares 118 $20.7K 0.01% +110 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 23 shares; 2025Q1: 34 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 126 shares 126 $20.7K 0.01% +89 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 13 shares; 2025Q3: 32 shares; 2025Q4: 43 shares; 2026Q1: 47 shares 47 $20.5K 0.01% +4 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $20.4K 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; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 222 shares; 2025Q1: 262 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 274 shares; 2026Q1: 276 shares 276 $20.1K 0.01% +2 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 134 shares; 2025Q1: 150 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 149 shares; 2026Q1: 291 shares 291 $19.8K 0.01% +142 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 101 shares; 2025Q1: 118 shares; 2025Q2: 106 shares; 2025Q3: 107 shares; 2025Q4: 129 shares; 2026Q1: 273 shares 273 $19.7K 0.01% +144 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 80 shares; 2025Q1: 136 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 165 shares 165 $19.6K 0.01% +27 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 27 shares; 2025Q1: 26 shares; 2025Q2: 21 shares; 2025Q3: 57 shares; 2025Q4: 56 shares; 2026Q1: 59 shares 59 $19.4K <0.01% +3 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 703 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares 647 $19.4K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 230 shares; 2025Q1: 814 shares; 2025Q2: 842 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892 $19.3K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $19.2K <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; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 25 shares; 2025Q2: 20 shares; 2025Q3: 28 shares; 2025Q4: 12 shares; 2026Q1: 60 shares 60 $19.2K <0.01% +48 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 268 shares 268 $19.1K <0.01% +167 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 500 shares; 2025Q4: 620 shares; 2026Q1: 494 shares 494 $19K <0.01% -126 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 14 shares; 2025Q1: 8 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 20 shares; 2026Q1: 81 shares 81 $18.9K <0.01% +61 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 226 shares; 2025Q1: 191 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 293 shares; 2026Q1: 411 shares 411 $18.9K <0.01% +118 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 19 shares; 2025Q3: 10 shares; 2025Q4: 30 shares; 2026Q1: 87 shares 87 $18.8K <0.01% +57 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $18.8K <0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 120 shares; 2025Q1: 150 shares; 2025Q2: 104 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 177 shares 177 $18.6K <0.01% +42 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 285 shares; 2025Q4: 735 shares; 2026Q1: 200 shares 200 $18.5K <0.01% -535 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $18.4K <0.01% new Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $18.4K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 15 shares; 2025Q1: 23 shares; 2025Q2: 34 shares; 2025Q3: 37 shares; 2025Q4: 38 shares; 2026Q1: 47 shares 47 $18.3K <0.01% +9 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 24 shares; 2025Q1: 32 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 78 shares; 2026Q1: 75 shares 75 $18.3K <0.01% -3 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 544 shares; 2025Q3: 535 shares; 2025Q4: 452 shares; 2026Q1: 495 shares 495 $18.2K <0.01% +43 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 282 shares 282 $18.1K <0.01% +215 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares 228 $17.8K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 15 shares; 2026Q1: 23 shares 23 $17.8K <0.01% +8 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 35 shares; 2025Q1: 56 shares; 2025Q2: 106 shares; 2025Q3: 141 shares; 2025Q4: 106 shares; 2026Q1: 136 shares 136 $17.8K <0.01% +30 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 7,326 shares; 2025Q1: 7,385 shares; 2025Q2: 7,360 shares; 2025Q3: 7,388 shares; 2025Q4: 82 shares; 2026Q1: 93 shares 93 $17.7K <0.01% +11 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 11 shares; 2025Q1: 19 shares; 2025Q2: 26 shares; 2025Q3: 60 shares; 2025Q4: 62 shares; 2026Q1: 66 shares 66 $17.6K <0.01% +4 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 923 shares; 2025Q1: 928 shares; 2025Q2: 321 shares; 2025Q3: 275 shares; 2025Q4: 145 shares; 2026Q1: 80 shares 80 $17.5K <0.01% -65 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $17.5K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 83 shares; 2025Q1: 67 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 193 shares 193 $17.4K <0.01% +114 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 161 shares; 2025Q1: 307 shares; 2025Q2: 357 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 382 shares 382 $17.3K <0.01% +9 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 169 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 207 shares; 2025Q4: 296 shares; 2026Q1: 200 shares 200 $17.3K <0.01% -96 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 472 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 868 shares 868 $17.1K <0.01% +20 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 10 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 19 shares 19 $17K <0.01% +7 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 208 shares; 2025Q1: 237 shares; 2025Q2: 260 shares; 2025Q3: 282 shares; 2025Q4: 275 shares; 2026Q1: 276 shares 276 $16.9K <0.01% +1 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 119 shares 119 $16.8K <0.01% +40 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 453 shares; 2025Q1: 441 shares; 2025Q2: 508 shares; 2025Q3: 418 shares; 2025Q4: 563 shares; 2026Q1: 565 shares 565 $16.7K <0.01% +2 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 30 shares; 2025Q1: 51 shares; 2025Q2: 31 shares; 2025Q3: 63 shares; 2025Q4: 76 shares; 2026Q1: 70 shares 70 $16.6K <0.01% -6 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $16.5K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 37 shares; 2025Q1: 62 shares; 2025Q2: 95 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 90 shares 90 $16.4K <0.01% -46 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 137 shares; 2025Q1: 148 shares; 2025Q2: 203 shares; 2025Q3: 249 shares; 2025Q4: 174 shares; 2026Q1: 193 shares 193 $16.2K <0.01% +19 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $16.1K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 69 shares; 2025Q1: 68 shares; 2025Q2: 102 shares; 2025Q3: 387 shares; 2025Q4: 535 shares; 2026Q1: 502 shares 502 $16.1K <0.01% -33 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 144 shares; 2025Q1: 246 shares; 2025Q2: 285 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 326 shares 326 $16K <0.01% +16 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 50 shares; 2025Q1: 43 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 45 shares; 2026Q1: 103 shares 103 $16K <0.01% +58 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 47 shares; 2025Q1: 63 shares; 2025Q2: 48 shares; 2025Q3: 49 shares; 2025Q4: 53 shares; 2026Q1: 76 shares 76 $15.9K <0.01% +23 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $15.9K <0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,160 shares; 2025Q1: 1,161 shares; 2025Q2: 589 shares; 2025Q3: 490 shares; 2025Q4: 492 shares; 2026Q1: 394 shares 394 $15.8K <0.01% -98 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: 18 shares; 2025Q3: 30 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $15.7K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 75 shares; 2025Q1: 89 shares; 2025Q2: 81 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 104 shares 104 $15.7K <0.01% +6 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 78 shares; 2025Q1: 84 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 260 shares 260 $15.6K <0.01% +174 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 535 shares; 2025Q1: 3,441 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 4,267 shares 4,267 $15.6K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 45 shares; 2025Q1: 36 shares; 2025Q2: 9 shares; 2025Q3: 182 shares; 2025Q4: 176 shares; 2026Q1: 202 shares 202 $15.6K <0.01% +26 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 12 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 56 shares; 2025Q4: 55 shares; 2026Q1: 136 shares 136 $15.4K <0.01% +81 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 89 shares; 2025Q2: 110 shares; 2025Q3: 234 shares; 2025Q4: 162 shares; 2026Q1: 380 shares 380 $15.4K <0.01% +218 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $15.3K <0.01% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares 950 $15.1K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 517 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 581 shares 581 $15K <0.01% +81 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 5,000 shares 5,000 $15K <0.01% +2,000 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 21 shares; 2025Q1: 338 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 212 shares; 2026Q1: 176 shares 176 $14.9K <0.01% -36 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 143 shares; 2025Q1: 225 shares; 2025Q2: 175 shares; 2025Q3: 227 shares; 2025Q4: 203 shares; 2026Q1: 238 shares 238 $14.9K <0.01% +35 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324 shares 324 $14.9K <0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares 1,348 $14.8K <0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 15 shares; 2025Q1: 18 shares; 2025Q2: 21 shares; 2025Q3: 41 shares; 2025Q4: 76 shares; 2026Q1: 85 shares 85 $14.8K <0.01% +9 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 435 shares; 2025Q4: 375 shares; 2026Q1: 160 shares 160 $14.7K <0.01% -215 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 13 shares; 2025Q4: 25 shares; 2026Q1: 31 shares 31 $14.7K <0.01% +6 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $14.6K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 532 shares; 2025Q1: 162 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 674 shares; 2026Q1: 674 shares 674 $14.6K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,879 shares; 2025Q1: 4,888 shares; 2025Q2: 4,865 shares; 2025Q3: 4,866 shares; 2025Q4: 33 shares; 2026Q1: 77 shares 77 $14.3K <0.01% +44 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 236 shares; 2025Q3: 230 shares; 2025Q4: 167 shares; 2026Q1: 206 shares 206 $14.3K <0.01% +39 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 382 shares; 2025Q1: 421 shares; 2025Q2: 458 shares; 2025Q3: 584 shares; 2025Q4: 421 shares; 2026Q1: 424 shares 424 $14.2K <0.01% +3 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 7 shares; 2025Q1: 8 shares; 2025Q2: 30 shares; 2025Q3: 74 shares; 2025Q4: 79 shares; 2026Q1: 123 shares 123 $14.2K <0.01% +44 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 276 shares; 2025Q1: 1,409 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,587 shares; 2026Q1: 1,789 shares 1,789 $14.2K <0.01% +202 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $14.1K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 151 shares; 2025Q1: 200 shares; 2025Q2: 225 shares; 2025Q3: 525 shares; 2025Q4: 579 shares; 2026Q1: 360 shares 360 $14.1K <0.01% -219 Timeline RFM RIVERNORTH FLEXIBLE MUN INCO More: the full row for RIVERNORTH FLEXIBLE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $14K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 61 shares; 2025Q1: 84 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $14K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 989 shares; 2025Q3: 633 shares; 2025Q4: 625 shares; 2026Q1: 183 shares 183 $14K <0.01% -442 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 31 shares; 2026Q1: 32 shares 32 $14K <0.01% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 142 shares; 2025Q1: 163 shares; 2025Q2: 280 shares; 2025Q3: 281 shares; 2025Q4: 294 shares; 2026Q1: 222 shares 222 $13.8K <0.01% -72 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $13.7K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 200 shares; 2026Q1: 212 shares 212 $13.6K <0.01% +12 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 16 shares; 2025Q1: 36 shares; 2025Q2: 55 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $13.6K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 11 shares; 2025Q1: 26 shares; 2025Q2: 10 shares; 2025Q3: 15 shares; 2025Q4: 13 shares; 2026Q1: 99 shares 99 $13.6K <0.01% +86 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $13.5K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 10 shares; 2025Q1: 24 shares; 2025Q2: 11 shares; 2025Q3: 31 shares; 2025Q4: 26 shares; 2026Q1: 46 shares 46 $13.5K <0.01% +20 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 86 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 148 shares 148 $13.5K <0.01% +45 Timeline NORW GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $13.4K <0.01% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 152 shares; 2025Q1: 14 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 218 shares 218 $13.4K <0.01% +40 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 140 shares 140 $13.4K <0.01% -100 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $13.2K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 3,394 shares; 2025Q1: 3,442 shares; 2025Q2: 3,439 shares; 2025Q3: 3,439 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $13.2K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 88 shares; 2025Q1: 78 shares; 2025Q2: 145 shares; 2025Q3: 196 shares; 2025Q4: 191 shares; 2026Q1: 114 shares 114 $13.1K <0.01% -77 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 60 shares; 2025Q3: 139 shares; 2025Q4: 148 shares; 2026Q1: 142 shares 142 $13.1K <0.01% -6 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; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 148 shares; 2025Q1: 141 shares; 2025Q2: 139 shares; 2025Q3: 142 shares; 2025Q4: 92 shares; 2026Q1: 62 shares 62 $13K <0.01% -30 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 17 shares; 2025Q1: 27 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 86 shares 86 $12.9K <0.01% +52 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 155 shares; 2025Q4: 309 shares; 2026Q1: 310 shares 310 $12.9K <0.01% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 30 shares; 2025Q1: 107 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 70 shares 70 $12.8K <0.01% +4 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 42 shares; 2025Q1: 56 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 56 shares; 2026Q1: 65 shares 65 $12.8K <0.01% +9 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 10 shares; 2025Q3: 12 shares; 2025Q4: 32 shares; 2026Q1: 39 shares 39 $12.8K <0.01% +7 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 240 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $12.7K <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; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 49 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $12.7K <0.01% 0 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares 1,390 $12.6K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 3 shares 3 $12.6K <0.01% -1 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares 260 $12.6K <0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $12.5K <0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $12.5K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 150 shares; 2025Q1: 228 shares; 2025Q2: 130 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 205 shares 205 $12.5K <0.01% +64 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 17 shares; 2025Q1: 19 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 34 shares; 2026Q1: 41 shares 41 $12.5K <0.01% +7 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $12.4K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 42 shares; 2025Q2: 29 shares; 2025Q3: 36 shares; 2025Q4: 29 shares; 2026Q1: 185 shares 185 $12.3K <0.01% +156 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $12.3K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135 $12.3K <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 45 shares 45 $12.2K <0.01% +43 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 11 shares 11 $12K <0.01% -3 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,873 shares; 2025Q1: 1,880 shares; 2025Q2: 1,903 shares; 2025Q3: 1,879 shares; 2025Q4: 26 shares; 2026Q1: 45 shares 45 $12K <0.01% +19 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $12K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 49 shares 49 $12K <0.01% +28 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 17 shares; 2025Q1: 9 shares; 2025Q2: 22 shares; 2025Q3: 31 shares; 2025Q4: 24 shares; 2026Q1: 43 shares 43 $11.9K <0.01% +19 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 217 shares; 2025Q1: 252 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 467 shares 467 $11.9K <0.01% +165 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 124 shares; 2025Q1: 102 shares; 2025Q2: 149 shares; 2025Q3: 153 shares; 2025Q4: 149 shares; 2026Q1: 167 shares 167 $11.9K <0.01% +18 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 8,591 shares; 2025Q1: 8,678 shares; 2025Q2: 8,591 shares; 2025Q3: 8,599 shares; 2025Q4: 200 shares; 2026Q1: 202 shares 202 $11.9K <0.01% +2 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 21 shares 21 $11.8K <0.01% +16 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $11.8K <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 36 shares 36 $11.8K <0.01% +35 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 115 shares; 2025Q1: 51 shares; 2025Q2: 112 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 116 shares 116 $11.6K <0.01% -2 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 95 shares; 2025Q1: 99 shares; 2025Q2: 129 shares; 2025Q3: 181 shares; 2025Q4: 164 shares; 2026Q1: 123 shares 123 $11.4K <0.01% -41 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 183 shares; 2025Q1: 153 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 237 shares; 2026Q1: 228 shares 228 $11.1K <0.01% -9 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares 2,174 $11.1K <0.01% 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; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 19 shares; 2025Q1: 12 shares; 2025Q2: 26 shares; 2025Q3: 45 shares; 2025Q4: 28 shares; 2026Q1: 32 shares 32 $11.1K <0.01% +4 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $11.1K <0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 40 shares; 2025Q1: 47 shares; 2025Q2: 17 shares; 2025Q3: 46 shares; 2025Q4: 53 shares; 2026Q1: 70 shares 70 $11K <0.01% +17 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 700 shares 700 $11K <0.01% +200 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 47 shares 47 $10.9K <0.01% +39 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $10.8K <0.01% 0 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $10.7K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 22 shares 22 $10.7K <0.01% +9 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $10.7K <0.01% new Timeline CANE TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $10.4K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 37 shares; 2025Q1: 46 shares; 2025Q2: 79 shares; 2025Q3: 143 shares; 2025Q4: 159 shares; 2026Q1: 144 shares 144 $10.4K <0.01% -15 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; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 46 shares; 2025Q1: 63 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 59 shares; 2026Q1: 77 shares 77 $10.4K <0.01% +18 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $10.4K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 14 shares; 2026Q1: 33 shares 33 $10.4K <0.01% +19 Timeline QQQD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $10.3K <0.01% new Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $10.3K <0.01% 0 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $10.3K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares 46 $10.3K <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 38 shares; 2025Q1: 21 shares; 2025Q2: 50 shares; 2025Q3: 95 shares; 2025Q4: 55 shares; 2026Q1: 170 shares 170 $10.2K <0.01% +115 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 13 shares; 2025Q4: 19 shares; 2026Q1: 14 shares 14 $10.2K <0.01% -5 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $10.2K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 10 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 37 shares; 2026Q1: 147 shares 147 $10.2K <0.01% +110 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 24 shares; 2025Q1: 28 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 45 shares; 2026Q1: 37 shares 37 $10.2K <0.01% -8 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 23 shares; 2025Q1: 40 shares; 2025Q2: 19 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 59 shares 59 $10.2K <0.01% +25 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 76 shares; 2025Q2: 118 shares; 2025Q3: 111 shares; 2025Q4: 296 shares; 2026Q1: 294 shares 294 $10.1K <0.01% -2 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 27 shares; 2025Q1: 45 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 139 shares 139 $10.1K <0.01% +91 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; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 28 shares; 2026Q1: 525 shares 525 $10.1K <0.01% +497 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $10K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 554 shares 554 $10K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 46 shares 46 $9.98K <0.01% +43 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 106 shares 106 $9.96K <0.01% +98 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 126 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $9.86K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 14 shares; 2025Q1: 29 shares; 2025Q2: 31 shares; 2025Q3: 23 shares; 2025Q4: 35 shares; 2026Q1: 83 shares 83 $9.84K <0.01% +48 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 374 shares 374 $9.82K <0.01% +356 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; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 26 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 121 shares 121 $9.79K <0.01% +118 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $9.72K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 147 shares 147 $9.72K <0.01% +24 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 131 shares; 2025Q1: 126 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 74 shares; 2026Q1: 120 shares 120 $9.71K <0.01% +46 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 8 shares; 2025Q1: 41 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 99 shares; 2026Q1: 140 shares 140 $9.7K <0.01% +41 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 13 shares; 2025Q1: 10 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 30 shares 30 $9.68K <0.01% +24 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,723 shares; 2024Q4: 7,712 shares; 2025Q1: 646 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 1,202 shares; 2026Q1: 838 shares 838 $9.67K <0.01% -364 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 578 shares 578 $9.66K <0.01% +546 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 43 shares; 2025Q2: 38 shares; 2025Q3: 20 shares; 2025Q4: not reported; 2026Q1: 163 shares 163 $9.64K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 38 shares; 2025Q1: 46 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 27 shares; 2026Q1: 33 shares 33 $9.58K <0.01% +6 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $9.52K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 198 shares 198 $9.5K <0.01% +178 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 73 shares 73 $9.48K <0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 84 shares 84 $9.46K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 11 shares; 2025Q4: 21 shares; 2026Q1: 29 shares 29 $9.45K <0.01% +8 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $9.45K <0.01% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $9.44K <0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: 122 shares 122 $9.41K <0.01% new Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 180 shares 180 $9.34K <0.01% +128 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares 220 $9.34K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 84 shares 84 $9.31K <0.01% +79 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113 shares 113 $9.29K <0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares 173 $9.25K <0.01% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 109 shares 109 $9.23K <0.01% +107 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $9.22K <0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 115 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: not reported; 2026Q1: 202 shares 202 $9.13K <0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154 shares 154 $9.1K <0.01% new Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175 $9.1K <0.01% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares 48 $9.07K <0.01% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares 167 $9.03K <0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares 210 $9.01K <0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 59 shares; 2025Q1: 92 shares; 2025Q2: 100 shares; 2025Q3: 87 shares; 2025Q4: 61 shares; 2026Q1: 81 shares 81 $9K <0.01% +20 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 1,806 shares; 2025Q3: 492 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $8.98K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14 $8.97K <0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $8.95K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102 shares 102 $8.93K <0.01% new Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares 240 $8.93K <0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 164 shares 164 $8.9K <0.01% +151 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $8.86K <0.01% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $8.82K <0.01% 0 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: not reported; 2025Q1: 621 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares 781 $8.81K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 46 shares; 2025Q1: 43 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 65 shares 65 $8.8K <0.01% +19 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90 $8.79K <0.01% new Timeline