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: 110,719 shares; 2024Q4: 109,633 shares; 2025Q1: 109,482 shares; 2025Q2: 110,157 shares; 2025Q3: 109,177 shares; 2025Q4: 110,309 shares; 2026Q1: 116,955 shares 116,955 $76.2M 31.01% +6,646 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: 256,382 shares; 2024Q4: 255,128 shares; 2025Q1: 247,896 shares; 2025Q2: 232,552 shares; 2025Q3: 222,241 shares; 2025Q4: 223,010 shares; 2026Q1: 220,341 shares 220,341 $16.4M 6.67% -2,669 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: 58,993 shares; 2024Q4: 58,252 shares; 2025Q1: 57,092 shares; 2025Q2: 55,455 shares; 2025Q3: 53,555 shares; 2025Q4: 53,583 shares; 2026Q1: 54,616 shares 54,616 $13.5M 5.51% +1,033 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 35,735 shares; 2025Q2: 98,085 shares; 2025Q3: 185,085 shares; 2025Q4: 343,940 shares; 2026Q1: 344,940 shares 344,940 $11.4M 4.65% +1,000 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: 84,896 shares; 2024Q4: 84,903 shares; 2025Q1: 85,269 shares; 2025Q2: 86,738 shares; 2025Q3: 84,227 shares; 2025Q4: 85,879 shares; 2026Q1: 90,685 shares 90,685 $11.2M 4.58% +4,806 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 379 shares; 2025Q1: 627 shares; 2025Q2: 16,066 shares; 2025Q3: 15,708 shares; 2025Q4: 15,685 shares; 2026Q1: 16,511 shares 16,511 $9.83M 4% +826 Timeline CNTA CENTESSA PHARMACEUTICALS PLC More: the full row for CENTESSA PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,135 shares; 2024Q4: 166,135 shares; 2025Q1: 235,785 shares; 2025Q2: 237,285 shares; 2025Q3: 237,285 shares; 2025Q4: 236,785 shares; 2026Q1: 236,785 shares 236,785 $9.41M 3.83% 0 Timeline IUSV 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: 79,349 shares; 2024Q4: 78,243 shares; 2025Q1: 77,200 shares; 2025Q2: 77,295 shares; 2025Q3: 76,488 shares; 2025Q4: 76,800 shares; 2026Q1: 80,539 shares 80,539 $8.21M 3.34% +3,739 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: 74,770 shares; 2024Q4: 74,799 shares; 2025Q1: 74,811 shares; 2025Q2: 74,840 shares; 2025Q3: 74,819 shares; 2025Q4: 68,611 shares; 2026Q1: 68,597 shares 68,597 $5.46M 2.22% -14 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,000 shares; 2025Q2: 145,550 shares; 2025Q3: 135,050 shares; 2025Q4: 94,050 shares; 2026Q1: 94,050 shares 94,050 $5.22M 2.12% 0 Timeline DWAS 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: 48,196 shares; 2024Q4: 47,612 shares; 2025Q1: 47,271 shares; 2025Q2: 47,256 shares; 2025Q3: 45,004 shares; 2025Q4: 45,196 shares; 2026Q1: 46,857 shares 46,857 $4.6M 1.87% +1,661 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,800 shares; 2024Q4: 96,800 shares; 2025Q1: 124,600 shares; 2025Q2: 124,600 shares; 2025Q3: 400,334 shares; 2025Q4: 567,334 shares; 2026Q1: 579,834 shares 579,834 $4.3M 1.75% +12,500 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,312 shares; 2024Q4: 56,889 shares; 2025Q1: 56,909 shares; 2025Q2: 57,993 shares; 2025Q3: 57,601 shares; 2025Q4: 58,067 shares; 2026Q1: 60,699 shares 60,699 $4.09M 1.66% +2,632 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,736 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,426 shares; 2025Q3: 35,091 shares; 2025Q4: 35,511 shares; 2026Q1: 35,741 shares 35,741 $3.1M 1.26% +230 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,225 shares; 2024Q4: 83,725 shares; 2025Q1: 83,725 shares; 2025Q2: 83,725 shares; 2025Q3: 83,725 shares; 2025Q4: 83,720 shares; 2026Q1: 83,720 shares 83,720 $2.39M 0.97% 0 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: 17,243 shares; 2024Q4: 17,288 shares; 2025Q1: 13,210 shares; 2025Q2: 13,086 shares; 2025Q3: 11,734 shares; 2025Q4: 11,618 shares; 2026Q1: 12,775 shares 12,775 $2.23M 0.91% +1,157 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 24,600 shares; 2025Q3: 24,600 shares; 2025Q4: 159,832 shares; 2026Q1: 159,832 shares 159,832 $2.02M 0.82% 0 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: 7,030 shares; 2024Q4: 7,165 shares; 2025Q1: 7,060 shares; 2025Q2: 8,344 shares; 2025Q3: 8,408 shares; 2025Q4: 7,924 shares; 2026Q1: 7,840 shares 7,840 $1.99M 0.81% -84 Timeline MASS 908 DEVICES INC More: the full row for 908 DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241,000 shares; 2026Q1: 319,350 shares 319,350 $1.95M 0.8% +78,350 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 315 shares; 2025Q2: 38,515 shares; 2025Q3: 39,462 shares; 2025Q4: 39,462 shares; 2026Q1: 39,290 shares 39,290 $1.87M 0.76% -172 Timeline EWTX EDGEWISE THERAPEUTICS INC More: the full row for EDGEWISE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 52,065 shares; 2025Q3: 53,179 shares; 2025Q4: 53,179 shares; 2026Q1: 53,179 shares 53,179 $1.68M 0.68% 0 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: 3,296 shares; 2024Q4: 3,169 shares; 2025Q1: 3,137 shares; 2025Q2: 3,721 shares; 2025Q3: 3,677 shares; 2025Q4: 3,710 shares; 2026Q1: 4,506 shares 4,506 $1.66M 0.68% +796 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: 5,523 shares; 2024Q4: 5,551 shares; 2025Q1: 5,571 shares; 2025Q2: 5,572 shares; 2025Q3: 5,576 shares; 2025Q4: 5,588 shares; 2026Q1: 5,575 shares 5,575 $1.63M 0.66% -13 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: 2,238 shares; 2024Q4: 1,762 shares; 2025Q1: 1,725 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,720 shares; 2026Q1: 1,728 shares 1,728 $1.59M 0.65% +8 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: 9,781 shares; 2024Q4: 8,687 shares; 2025Q1: 8,694 shares; 2025Q2: 9,804 shares; 2025Q3: 9,764 shares; 2025Q4: 9,734 shares; 2026Q1: 9,761 shares 9,761 $1.42M 0.58% +27 Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 26,100 shares; 2025Q3: 26,100 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $1.34M 0.54% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 448 shares; 2025Q1: 339 shares; 2025Q2: 9,486 shares; 2025Q3: 9,287 shares; 2025Q4: 9,264 shares; 2026Q1: 9,274 shares 9,274 $1.23M 0.5% +10 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 282 shares; 2025Q1: 221 shares; 2025Q2: 5,879 shares; 2025Q3: 5,763 shares; 2025Q4: 5,736 shares; 2026Q1: 5,742 shares 5,742 $1.21M 0.49% +6 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to 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: 15,748 shares 15,748 $1.21M 0.49% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,180 shares; 2025Q3: 6,027 shares; 2025Q4: 6,022 shares; 2026Q1: 6,020 shares 6,020 $1.14M 0.46% -2 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 164,750 shares; 2025Q3: 310,282 shares; 2025Q4: 741,482 shares; 2026Q1: 903,082 shares 903,082 $1.13M 0.46% +161,600 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,082 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,878 shares; 2025Q4: 2,881 shares; 2026Q1: 2,833 shares 2,833 $1.05M 0.43% -48 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,028 shares; 2024Q4: 7,419 shares; 2025Q1: 7,403 shares; 2025Q2: 12,865 shares; 2025Q3: 12,937 shares; 2025Q4: 13,001 shares; 2026Q1: 13,070 shares 13,070 $1.04M 0.42% +69 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: 1,487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,014 shares; 2025Q3: 8,857 shares; 2025Q4: 8,952 shares; 2026Q1: 8,998 shares 8,998 $981K 0.4% +46 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: 10,124 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 9,079 shares; 2025Q3: 8,937 shares; 2025Q4: 9,496 shares; 2026Q1: 9,051 shares 9,051 $899K 0.37% -445 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: 28,419 shares; 2024Q4: 28,625 shares; 2025Q1: 27,829 shares; 2025Q2: 16,741 shares; 2025Q3: 16,817 shares; 2025Q4: 16,898 shares; 2026Q1: 16,969 shares 16,969 $883K 0.36% +71 Timeline NPCE NEUROPACE INC More: the full row for NEUROPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 63,000 shares; 2025Q3: 63,000 shares; 2025Q4: 63,000 shares; 2026Q1: 63,000 shares 63,000 $828K 0.34% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,450 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,454 shares; 2025Q4: 2,468 shares; 2026Q1: 2,475 shares 2,475 $794K 0.32% +7 Timeline CRNX CRINETICS PHARMACEUTICALS IN More: the full row for CRINETICS PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,995 shares; 2024Q4: 19,995 shares; 2025Q1: 19,995 shares; 2025Q2: 19,995 shares; 2025Q3: 19,995 shares; 2025Q4: 21,495 shares; 2026Q1: 20,495 shares 20,495 $744K 0.3% -1,000 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: 9,008 shares; 2024Q4: 9,008 shares; 2025Q1: 9,008 shares; 2025Q2: 9,008 shares; 2025Q3: 9,008 shares; 2025Q4: 9,008 shares; 2026Q1: 9,008 shares 9,008 $743K 0.3% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 3,523 shares; 2025Q1: 3,541 shares; 2025Q2: 5,143 shares; 2025Q3: 5,163 shares; 2025Q4: 5,199 shares; 2026Q1: 5,138 shares 5,138 $742K 0.3% -61 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: 1,149 shares; 2024Q4: 1,437 shares; 2025Q1: 1,461 shares; 2025Q2: 1,189 shares; 2025Q3: 1,178 shares; 2025Q4: 1,335 shares; 2026Q1: 1,122 shares 1,122 $729K 0.3% -213 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293,029 shares; 2025Q3: 293,029 shares; 2025Q4: 303,029 shares; 2026Q1: 303,029 shares 303,029 $718K 0.29% 0 Timeline SPEM 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: 21,156 shares; 2024Q4: 20,995 shares; 2025Q1: 18,930 shares; 2025Q2: 18,620 shares; 2025Q3: 15,700 shares; 2025Q4: 15,779 shares; 2026Q1: 14,992 shares 14,992 $703K 0.29% -787 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,170 shares; 2024Q4: 25,170 shares; 2025Q1: 25,170 shares; 2025Q2: 23,670 shares; 2025Q3: 23,570 shares; 2025Q4: 35,120 shares; 2026Q1: 34,120 shares 34,120 $654K 0.27% -1,000 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: 3,427 shares; 2024Q4: 3,443 shares; 2025Q1: 3,500 shares; 2025Q2: 3,571 shares; 2025Q3: 2,554 shares; 2025Q4: 2,146 shares; 2026Q1: 2,835 shares 2,835 $591K 0.24% +689 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: 1,111 shares; 2024Q4: 1,109 shares; 2025Q1: 1,147 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,145 shares; 2026Q1: 2,026 shares 2,026 $583K 0.24% +881 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,400 shares; 2024Q4: 99,400 shares; 2025Q1: 94,400 shares; 2025Q2: 94,400 shares; 2025Q3: 94,120 shares; 2025Q4: 54,120 shares; 2026Q1: 52,900 shares 52,900 $576K 0.23% -1,220 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: 2,067 shares; 2024Q4: 2,016 shares; 2025Q1: 2,021 shares; 2025Q2: 2,083 shares; 2025Q3: 2,088 shares; 2025Q4: 2,090 shares; 2026Q1: 2,095 shares 2,095 $557K 0.23% +5 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: 3,105 shares; 2024Q4: 3,077 shares; 2025Q1: 3,234 shares; 2025Q2: 3,107 shares; 2025Q3: 3,155 shares; 2025Q4: 3,265 shares; 2026Q1: 3,139 shares 3,139 $533K 0.22% -126 Timeline KRMD KORU MEDICAL SYSTEMS INC More: the full row for KORU MEDICAL SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,935 shares; 2024Q4: 120,935 shares; 2025Q1: 120,935 shares; 2025Q2: 120,935 shares; 2025Q3: 120,935 shares; 2025Q4: 120,935 shares; 2026Q1: 120,935 shares 120,935 $522K 0.21% 0 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,696 shares; 2024Q4: 21,696 shares; 2025Q1: 21,696 shares; 2025Q2: 21,696 shares; 2025Q3: 37,696 shares; 2025Q4: 35,696 shares; 2026Q1: 35,196 shares 35,196 $522K 0.21% -500 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: 197 shares; 2024Q4: 199 shares; 2025Q1: 202 shares; 2025Q2: 7,526 shares; 2025Q3: 7,588 shares; 2025Q4: 7,623 shares; 2026Q1: 7,768 shares 7,768 $513K 0.21% +145 Timeline OEF 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: 1,538 shares; 2024Q4: 1,538 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,465 shares 1,465 $466K 0.19% -73 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: 4,210 shares; 2024Q4: 4,269 shares; 2025Q1: 4,299 shares; 2025Q2: 4,299 shares; 2025Q3: 4,310 shares; 2025Q4: 4,330 shares; 2026Q1: 4,269 shares 4,269 $438K 0.18% -61 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: 383 shares; 2024Q4: 385 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 487 shares; 2025Q4: 464 shares; 2026Q1: 438 shares 438 $436K 0.18% -26 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 361 shares; 2025Q1: 611 shares; 2025Q2: 614 shares; 2025Q3: 617 shares; 2025Q4: 657 shares; 2026Q1: 3,328 shares 3,328 $403K 0.16% +2,671 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: 226 shares; 2024Q4: 392 shares; 2025Q1: 1,442 shares; 2025Q2: 1,462 shares; 2025Q3: 1,573 shares; 2025Q4: 1,603 shares; 2026Q1: 2,713 shares 2,713 $397K 0.16% +1,110 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: 1,319 shares; 2024Q4: 1,219 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,210 shares 1,210 $347K 0.14% +1 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: 1,293 shares; 2024Q4: 1,208 shares; 2025Q1: 1,167 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,152 shares 1,152 $344K 0.14% 0 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: 3,097 shares; 2024Q4: 3,484 shares; 2025Q1: 3,334 shares; 2025Q2: 2,742 shares; 2025Q3: 2,742 shares; 2025Q4: 3,146 shares; 2026Q1: 3,155 shares 3,155 $286K 0.12% +9 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: 863 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 873 shares; 2026Q1: 863 shares 863 $275K 0.11% -10 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: 75 shares; 2024Q4: 76 shares; 2025Q1: 102 shares; 2025Q2: 313 shares; 2025Q3: 138 shares; 2025Q4: 135 shares; 2026Q1: 869 shares 869 $269K 0.11% +734 Timeline BAER BRIDGER AEROSPACE GRP HLDGS More: the full row for BRIDGER AEROSPACE GRP HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,162 shares; 2025Q1: 80,162 shares; 2025Q2: 110,162 shares; 2025Q3: 110,162 shares; 2025Q4: 110,162 shares; 2026Q1: 130,162 shares 130,162 $258K 0.1% +20,000 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: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,022 shares; 2026Q1: 3,000 shares 3,000 $256K 0.1% -22 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: 387 shares; 2024Q4: 407 shares; 2025Q1: 452 shares; 2025Q2: 420 shares; 2025Q3: 453 shares; 2025Q4: 443 shares; 2026Q1: 432 shares 432 $250K 0.1% -11 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904 $248K 0.1% 0 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: 352 shares; 2024Q4: 352 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 354 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $245K 0.1% 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: 1,723 shares; 2024Q4: 660 shares; 2025Q1: 680 shares; 2025Q2: 1,873 shares; 2025Q3: 1,923 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $242K 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 785 shares; 2025Q4: 789 shares; 2026Q1: 962 shares 962 $233K 0.09% +173 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,049 shares; 2025Q1: 957 shares; 2025Q2: 1,167 shares; 2025Q3: 930 shares; 2025Q4: 952 shares; 2026Q1: 941 shares 941 $230K 0.09% -11 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 43,000 shares; 2025Q2: 53,000 shares; 2025Q3: 55,878 shares; 2025Q4: 55,878 shares; 2026Q1: 55,878 shares 55,878 $221K 0.09% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 327 shares; 2025Q1: 342 shares; 2025Q2: 417 shares; 2025Q3: 722 shares; 2025Q4: 867 shares; 2026Q1: 788 shares 788 $218K 0.09% -79 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: 2,722 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,450 shares; 2025Q3: 2,454 shares; 2025Q4: 2,725 shares; 2026Q1: 2,173 shares 2,173 $211K 0.09% -552 Timeline PLRX PLIANT THERAPEUTICS INC More: the full row for PLIANT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,500 shares; 2024Q4: 75,000 shares; 2025Q1: 157,500 shares; 2025Q2: 141,000 shares; 2025Q3: 219,000 shares; 2025Q4: 170,924 shares; 2026Q1: 166,224 shares 166,224 $209K 0.09% -4,700 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: 3,076 shares; 2024Q4: 1,761 shares; 2025Q1: 1,842 shares; 2025Q2: 2,848 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares; 2026Q1: 2,838 shares 2,838 $204K 0.08% +30 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782 shares; 2024Q4: 2,801 shares; 2025Q1: 2,820 shares; 2025Q2: 2,842 shares; 2025Q3: 2,861 shares; 2025Q4: 2,882 shares; 2026Q1: 2,898 shares 2,898 $201K 0.08% +16 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 4,287 shares; 2025Q3: 4,287 shares; 2025Q4: 4,215 shares; 2026Q1: 4,216 shares 4,216 $196K 0.08% +1 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: 159 shares; 2025Q4: 160 shares; 2026Q1: 495 shares 495 $190K 0.08% +335 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 2,848 shares; 2025Q3: 2,848 shares; 2025Q4: 2,848 shares; 2026Q1: 2,848 shares 2,848 $179K 0.07% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 514 shares; 2025Q1: 404 shares; 2025Q2: 1,549 shares; 2025Q3: 1,556 shares; 2025Q4: 1,503 shares; 2026Q1: 1,506 shares 1,506 $178K 0.07% +3 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 4,260 shares; 2025Q1: 4,660 shares; 2025Q2: 6,660 shares; 2025Q3: 5,310 shares; 2025Q4: 5,310 shares; 2026Q1: 5,310 shares 5,310 $173K 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,297 shares; 2025Q1: 3,297 shares; 2025Q2: 1,939 shares; 2025Q3: 1,949 shares; 2025Q4: 1,939 shares; 2026Q1: 1,743 shares 1,743 $169K 0.07% -196 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $161K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 1,002 shares; 2025Q2: 1,009 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,027 shares 1,027 $160K 0.06% +12 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: 692 shares; 2024Q4: 729 shares; 2025Q1: 731 shares; 2025Q2: 960 shares; 2025Q3: 1,181 shares; 2025Q4: 1,302 shares; 2026Q1: 2,050 shares 2,050 $158K 0.06% +748 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,289 shares; 2025Q1: 2,314 shares; 2025Q2: 2,350 shares; 2025Q3: 2,380 shares; 2025Q4: 2,410 shares; 2026Q1: 2,442 shares 2,442 $157K 0.06% +32 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,349 shares; 2025Q3: 2,343 shares; 2025Q4: 2,336 shares; 2026Q1: 2,396 shares 2,396 $156K 0.06% +60 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares 3,044 $152K 0.06% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 242 shares; 2025Q1: 500 shares; 2025Q2: 1,188 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares 1,193 $151K 0.06% 0 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: 420 shares; 2024Q4: 697 shares; 2025Q1: 642 shares; 2025Q2: 1,181 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $149K 0.06% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $148K 0.06% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $141K 0.06% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,726 shares; 2025Q1: 1,726 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares 1,726 $137K 0.06% 0 Timeline TLSI TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE SCIENCES 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: 10,800 shares; 2026Q1: 33,300 shares 33,300 $133K 0.05% +22,500 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,880 shares; 2024Q4: 12,880 shares; 2025Q1: 12,880 shares; 2025Q2: 12,880 shares; 2025Q3: 12,880 shares; 2025Q4: 12,880 shares; 2026Q1: 12,880 shares 12,880 $128K 0.05% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $128K 0.05% 0 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: 1,388 shares; 2024Q4: 1,398 shares; 2025Q1: 1,446 shares; 2025Q2: 1,354 shares; 2025Q3: 1,282 shares; 2025Q4: 1,307 shares; 2026Q1: 1,308 shares 1,308 $126K 0.05% +1 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 859 shares; 2025Q1: 870 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $122K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 1,779 shares; 2025Q1: 1,899 shares; 2025Q2: 4,249 shares; 2025Q3: 4,281 shares; 2025Q4: 4,393 shares; 2026Q1: 4,345 shares 4,345 $122K 0.05% -48 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: 1,574 shares; 2024Q4: 277 shares; 2025Q1: 289 shares; 2025Q2: 1,623 shares; 2025Q3: 1,342 shares; 2025Q4: 1,352 shares; 2026Q1: 1,397 shares 1,397 $121K 0.05% +45 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 870 shares; 2025Q1: 871 shares; 2025Q2: 872 shares; 2025Q3: 974 shares; 2025Q4: 1,952 shares; 2026Q1: 1,955 shares 1,955 $120K 0.05% +3 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: 677 shares; 2024Q4: 108 shares; 2025Q1: 56 shares; 2025Q2: 631 shares; 2025Q3: 638 shares; 2025Q4: 564 shares; 2026Q1: 573 shares 573 $118K 0.05% +9 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: 1,637 shares; 2024Q4: 953 shares; 2025Q1: 943 shares; 2025Q2: 1,697 shares; 2025Q3: 1,479 shares; 2025Q4: 1,516 shares; 2026Q1: 1,505 shares 1,505 $117K 0.05% -11 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $115K 0.05% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $112K 0.05% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $106K 0.04% 0 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 240 shares; 2025Q2: 221 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $106K 0.04% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $105K 0.04% 0 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: 165 shares; 2024Q4: 169 shares; 2025Q1: 174 shares; 2025Q2: 179 shares; 2025Q3: 183 shares; 2025Q4: 209 shares; 2026Q1: 184 shares 184 $105K 0.04% -25 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,011 shares; 2025Q1: 6,068 shares; 2025Q2: 6,132 shares; 2025Q3: 5,977 shares; 2025Q4: 6,131 shares; 2026Q1: 6,377 shares 6,377 $99.8K 0.04% +246 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: 6,856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,182 shares; 2025Q4: 1,197 shares; 2026Q1: 1,203 shares 1,203 $99.4K 0.04% +6 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: 204 shares; 2024Q4: 207 shares; 2025Q1: 944 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 794 shares; 2026Q1: 794 shares 794 $98.7K 0.04% 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: 1,835 shares; 2024Q4: 511 shares; 2025Q1: 517 shares; 2025Q2: 1,897 shares; 2025Q3: 1,917 shares; 2025Q4: 1,884 shares; 2026Q1: 1,363 shares 1,363 $97.9K 0.04% -521 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 4,101 shares; 2025Q3: 7,780 shares; 2025Q4: 8,016 shares; 2026Q1: 1,924 shares 1,924 $95K 0.04% -6,092 Timeline IMCB 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: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares 1,111 $92.7K 0.04% 0 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: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $92.4K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 189 shares; 2025Q1: 3,731 shares; 2025Q2: 5,846 shares; 2025Q3: 7,202 shares; 2025Q4: 7,274 shares; 2026Q1: 2,924 shares 2,924 $89.7K 0.04% -4,350 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: 304 shares; 2024Q4: 343 shares; 2025Q1: 354 shares; 2025Q2: 278 shares; 2025Q3: 254 shares; 2025Q4: 213 shares; 2026Q1: 271 shares 271 $88.3K 0.04% +58 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $87.7K 0.04% 0 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $84.8K 0.03% 0 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: 106 shares; 2024Q4: 108 shares; 2025Q1: 109 shares; 2025Q2: 982 shares; 2025Q3: 1,836 shares; 2025Q4: 1,747 shares; 2026Q1: 1,359 shares 1,359 $83.2K 0.03% -388 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 151 shares; 2026Q1: 147 shares 147 $82.8K 0.03% -4 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: 111 shares; 2024Q4: 70 shares; 2025Q1: 68 shares; 2025Q2: 66 shares; 2025Q3: 78 shares; 2025Q4: 106 shares; 2026Q1: 203 shares 203 $79.3K 0.03% +97 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $78.1K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,248 shares; 2025Q1: 2,410 shares; 2025Q2: 2,904 shares; 2025Q3: 2,657 shares; 2025Q4: 2,716 shares; 2026Q1: 2,644 shares 2,644 $76.6K 0.03% -72 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $75.2K 0.03% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,431 shares; 2025Q1: 2,435 shares; 2025Q2: 2,439 shares; 2025Q3: 2,441 shares; 2025Q4: 2,443 shares; 2026Q1: 2,446 shares 2,446 $74.6K 0.03% +3 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 407 shares 407 $71.5K 0.03% 0 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares 4,290 $70.5K 0.03% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 264 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 218 shares; 2026Q1: 212 shares 212 $69.8K 0.03% -6 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: 1,035 shares; 2024Q4: 1,038 shares; 2025Q1: 1,088 shares; 2025Q2: 1,037 shares; 2025Q3: 1,041 shares; 2025Q4: 1,044 shares; 2026Q1: 1,047 shares 1,047 $69.6K 0.03% +3 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: 1,121 shares; 2024Q4: 1,146 shares; 2025Q1: 1,032 shares; 2025Q2: 1,000 shares; 2025Q3: 1,085 shares; 2025Q4: 1,091 shares; 2026Q1: 1,096 shares 1,096 $66.5K 0.03% +5 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 387 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 160 shares; 2025Q4: 185 shares; 2026Q1: 532 shares 532 $66.4K 0.03% +347 Timeline SCHB 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: 846 shares; 2024Q4: 2,546 shares; 2025Q1: 2,554 shares; 2025Q2: 2,562 shares; 2025Q3: 2,569 shares; 2025Q4: 2,577 shares; 2026Q1: 2,584 shares 2,584 $64.9K 0.03% +7 Timeline PXJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,537 shares; 2025Q1: 1,540 shares; 2025Q2: 1,547 shares; 2025Q3: 1,552 shares; 2025Q4: 1,557 shares; 2026Q1: 1,561 shares 1,561 $64.7K 0.03% +4 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: 182 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 186 shares; 2025Q3: 156 shares; 2025Q4: 108 shares; 2026Q1: 107 shares 107 $64.6K 0.03% -1 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 353 shares; 2025Q1: 356 shares; 2025Q2: 398 shares; 2025Q3: 423 shares; 2025Q4: 479 shares; 2026Q1: 569 shares 569 $64.4K 0.03% +90 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 10,004 shares; 2026Q1: 8,004 shares 8,004 $64.4K 0.03% -2,000 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: 936 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 953 shares; 2025Q3: 937 shares; 2025Q4: 868 shares; 2026Q1: 842 shares 842 $64K 0.03% -26 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: 238 shares; 2024Q4: 240 shares; 2025Q1: 263 shares; 2025Q2: 241 shares; 2025Q3: 263 shares; 2025Q4: 264 shares; 2026Q1: 244 shares 244 $64K 0.03% -20 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 54 shares; 2025Q1: 57 shares; 2025Q2: 302 shares; 2025Q3: 303 shares; 2025Q4: 311 shares; 2026Q1: 313 shares 313 $63.9K 0.03% +2 Timeline IHF 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: 1,500 shares; 2024Q4: 1,501 shares; 2025Q1: 1,502 shares; 2025Q2: 1,503 shares; 2025Q3: 1,504 shares; 2025Q4: 1,507 shares; 2026Q1: 1,509 shares 1,509 $63.2K 0.03% +2 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: 717 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $60.1K 0.02% 0 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: 511 shares; 2024Q4: 2,045 shares; 2025Q1: 2,047 shares; 2025Q2: 7,246 shares; 2025Q3: 9,204 shares; 2025Q4: 9,213 shares; 2026Q1: 2,056 shares 2,056 $59.9K 0.02% -7,157 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: 3,539 shares; 2024Q4: 3,573 shares; 2025Q1: 5,234 shares; 2025Q2: 5,208 shares; 2025Q3: 5,028 shares; 2025Q4: 5,074 shares; 2026Q1: 5,117 shares 5,117 $59K 0.02% +43 Timeline EFG 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 669 shares; 2025Q4: 672 shares; 2026Q1: 498 shares 498 $55.5K 0.02% -174 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: 128 shares; 2025Q1: 358 shares; 2025Q2: 350 shares; 2025Q3: 318 shares; 2025Q4: 366 shares; 2026Q1: 448 shares 448 $55K 0.02% +82 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: 669 shares; 2024Q4: 679 shares; 2025Q1: 682 shares; 2025Q2: 831 shares; 2025Q3: 938 shares; 2025Q4: 968 shares; 2026Q1: 851 shares 851 $54.5K 0.02% -117 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $54.5K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $53.3K 0.02% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $52.3K 0.02% 0 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $52.3K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,174 shares; 2025Q4: 1,244 shares; 2026Q1: 1,255 shares 1,255 $51.2K 0.02% +11 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: 687 shares; 2024Q4: 706 shares; 2025Q1: 711 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 733 shares; 2026Q1: 733 shares 733 $51.1K 0.02% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $50.8K 0.02% 0 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: 36 shares; 2024Q4: 318 shares; 2025Q1: 1,061 shares; 2025Q2: 1,108 shares; 2025Q3: 1,093 shares; 2025Q4: 1,109 shares; 2026Q1: 1,038 shares 1,038 $50.6K 0.02% -71 Timeline OIH 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $50.5K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 960 shares; 2025Q1: 963 shares; 2025Q2: 1,732 shares; 2025Q3: 1,740 shares; 2025Q4: 1,750 shares; 2026Q1: 1,760 shares 1,760 $50.5K 0.02% +10 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $49.5K 0.02% 0 Timeline OFIX ORTHOFIX MED INC More: the full row for ORTHOFIX MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,138 shares; 2025Q2: 4,435 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,310 shares 4,310 $49.4K 0.02% -95 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: 286 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 282 shares; 2025Q3: 277 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $48.9K 0.02% 0 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: 466 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 199 shares; 2025Q3: 159 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $47.5K 0.02% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $46K 0.02% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $46K 0.02% 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: 182 shares; 2024Q4: 184 shares; 2025Q1: 185 shares; 2025Q2: 209 shares; 2025Q3: 210 shares; 2025Q4: 211 shares; 2026Q1: 208 shares 208 $44.8K 0.02% -3 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 1,719 shares; 2025Q1: 1,724 shares; 2025Q2: 1,729 shares; 2025Q3: 1,734 shares; 2025Q4: 1,739 shares; 2026Q1: 1,745 shares 1,745 $44.7K 0.02% +6 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $44.4K 0.02% 0 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: 410 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $44.2K 0.02% 0 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: 74 shares; 2024Q4: 164 shares; 2025Q1: 199 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 219 shares 219 $43.6K 0.02% -7 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 562 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 611 shares 611 $42.9K 0.02% +1 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares; 2025Q2: 6,010 shares; 2025Q3: 5,750 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $40.9K 0.02% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $40.3K 0.02% 0 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to 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: 322 shares 322 $40.1K 0.02% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL 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: 2,550 shares; 2026Q1: 2,550 shares 2,550 $40K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to 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 $39.2K 0.02% new 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 466 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $37.6K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 237 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 239 shares 239 $37.1K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 886 shares; 2026Q1: 841 shares 841 $37.1K 0.02% -45 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 1,700 shares; 2026Q1: 1,865 shares 1,865 $37K 0.02% +165 Timeline SMIN 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: 190 shares; 2024Q4: 203 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $36.9K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 37 shares; 2025Q1: 32 shares; 2025Q2: 77 shares; 2025Q3: 75 shares; 2025Q4: 79 shares; 2026Q1: 75 shares 75 $36.7K 0.01% -4 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 470 shares; 2025Q1: 472 shares; 2025Q2: 475 shares; 2025Q3: 478 shares; 2025Q4: 486 shares; 2026Q1: 487 shares 487 $36.5K 0.01% +1 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: 406 shares; 2024Q4: 405 shares; 2025Q1: 457 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $36.3K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $35.5K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 124 shares 124 $35.1K 0.01% +1 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,679 shares; 2025Q1: 1,679 shares; 2025Q2: 1,679 shares; 2025Q3: 1,679 shares; 2025Q4: 1,679 shares; 2026Q1: 1,679 shares 1,679 $34.8K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 151 shares; 2025Q3: 122 shares; 2025Q4: 146 shares; 2026Q1: 171 shares 171 $34.8K 0.01% +25 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $34.6K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 496 shares; 2025Q1: 497 shares; 2025Q2: 602 shares; 2025Q3: 655 shares; 2025Q4: 1,063 shares; 2026Q1: 616 shares 616 $33.3K 0.01% -447 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 86 shares; 2025Q4: 135 shares; 2026Q1: 116 shares 116 $33.2K 0.01% -19 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 72 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 222 shares 222 $32.6K 0.01% +1 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 901 shares 901 $32K 0.01% 0 Timeline IWO 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: 286 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 272 shares; 2025Q3: 288 shares; 2025Q4: 241 shares; 2026Q1: 101 shares 101 $31.8K 0.01% -140 Timeline MJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,345 shares 1,345 $31K 0.01% +26 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 948 shares; 2025Q1: 2,788 shares; 2025Q2: 2,059 shares; 2025Q3: 806 shares; 2025Q4: 816 shares; 2026Q1: 827 shares 827 $30.8K 0.01% +11 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: 210 shares; 2024Q4: 740 shares; 2025Q1: 826 shares; 2025Q2: 474 shares; 2025Q3: 445 shares; 2025Q4: 571 shares; 2026Q1: 582 shares 582 $30.8K 0.01% +11 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 138 shares 138 $30.4K 0.01% +1 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares; 2025Q3: 4,985 shares; 2025Q4: 4,985 shares; 2026Q1: 4,985 shares 4,985 $29.9K 0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331 shares; 2025Q3: 333 shares; 2025Q4: 336 shares; 2026Q1: 338 shares 338 $29.6K 0.01% +2 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $28.8K 0.01% 0 Timeline CVRX CVRX INC More: the full row for CVRX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $28.4K 0.01% 0 Timeline XBI 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: 2,223 shares; 2024Q4: 1,624 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 221 shares; 2026Q1: 221 shares 221 $28.2K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $28K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 360 shares; 2026Q1: 290 shares 290 $27.9K 0.01% -70 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 256 shares; 2025Q1: 129 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $27.5K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 20 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $27K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 1,640 shares; 2025Q1: 1,390 shares; 2025Q2: 1,240 shares; 2025Q3: 1,501 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $26.8K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 296 shares; 2025Q4: 297 shares; 2026Q1: 177 shares 177 $26.1K 0.01% -120 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $25.8K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 32 shares; 2025Q2: 30 shares; 2025Q3: 14 shares; 2025Q4: 28 shares; 2026Q1: 29 shares 29 $25.4K 0.01% +1 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $25.2K 0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 343 shares; 2025Q4: 528 shares; 2026Q1: 535 shares 535 $25.1K 0.01% +7 Timeline IWP 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: 399 shares; 2024Q4: 469 shares; 2025Q1: 482 shares; 2025Q2: 141 shares; 2025Q3: 146 shares; 2025Q4: 176 shares; 2026Q1: 191 shares 191 $24.5K 0.01% +15 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: 84 shares; 2024Q4: 86 shares; 2025Q1: 135 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 81 shares; 2026Q1: 78 shares 78 $24.2K 0.01% -3 Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares; 2025Q3: 1,477 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares 1,477 $24.1K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 66 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $23.9K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 138 shares; 2025Q4: 141 shares; 2026Q1: 161 shares 161 $23.6K 0.01% +20 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,490 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 5,590 shares; 2025Q4: 1,540 shares; 2026Q1: 1,658 shares 1,658 $23.3K 0.01% +118 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: 118 shares; 2024Q4: 180 shares; 2025Q1: 170 shares; 2025Q2: 171 shares; 2025Q3: 165 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $23.2K 0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $23.1K 0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $22.7K 0.01% 0 Timeline RSPG 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $21.9K 0.01% 0 Timeline IEO 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: 174 shares; 2024Q4: 174 shares; 2025Q1: 175 shares; 2025Q2: 176 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 158 shares 158 $19.7K 0.01% +1 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $19.7K 0.01% 0 Timeline MOO 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: 219 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $19.6K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 302 shares; 2025Q1: 303 shares; 2025Q2: 304 shares; 2025Q3: 305 shares; 2025Q4: 306 shares; 2026Q1: 307 shares 307 $18.9K 0.01% +1 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $18.8K 0.01% 0 Timeline IYY 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $18.5K 0.01% 0 Timeline GDOT GREEN DOT CORP More: the full row for GREEN DOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $18.5K 0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $18.5K 0.01% 0 Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $18.4K 0.01% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 263 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 310 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $18.4K 0.01% 0 Timeline EEMV 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: 230 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $18.3K 0.01% 0 Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC 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: 587 shares; 2026Q1: 587 shares 587 $18.1K 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: not reported; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 216 shares; 2025Q3: 201 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $18K 0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 1,388 shares; 2026Q1: 1,433 shares 1,433 $17.9K 0.01% +45 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 197 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $17.7K 0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 310 shares; 2025Q3: 314 shares; 2025Q4: 317 shares; 2026Q1: 321 shares 321 $17.5K 0.01% +4 Timeline BOTZ 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $17.4K 0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $17.3K 0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 526 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $17K 0.01% 0 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 230 shares; 2026Q1: 150 shares 150 $16.7K 0.01% -80 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $16.6K 0.01% 0 Timeline VTWO 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: 154 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $15.7K 0.01% 0 Timeline PXE 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $15.7K 0.01% 0 Timeline VT 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: not reported; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 113 shares 113 $15.6K 0.01% +8 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 472 shares; 2025Q1: 500 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567 $15.6K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 450 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 900 shares; 2025Q4: 850 shares; 2026Q1: 400 shares 400 $15.4K 0.01% -450 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN 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: 2,914 shares; 2025Q4: 2,914 shares; 2026Q1: 2,914 shares 2,914 $15.1K 0.01% 0 Timeline BBH 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $15K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 100 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $14.8K 0.01% 0 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $14.8K 0.01% 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 75 shares 75 $14.5K 0.01% -20 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $14.4K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 103 shares; 2025Q1: 126 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $14.3K 0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to 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: 150 shares; 2026Q1: 150 shares 150 $14.1K 0.01% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 179 shares; 2025Q1: 180 shares; 2025Q2: 182 shares; 2025Q3: 184 shares; 2025Q4: 186 shares; 2026Q1: 187 shares 187 $14.1K 0.01% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 141 shares; 2026Q1: 143 shares 143 $13.9K 0.01% +2 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 204 shares; 2025Q1: 206 shares; 2025Q2: 207 shares; 2025Q3: 208 shares; 2025Q4: 210 shares; 2026Q1: 211 shares 211 $13.7K 0.01% +1 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 120 shares; 2025Q3: 14 shares; 2025Q4: 32 shares; 2026Q1: 114 shares 114 $13.7K 0.01% +82 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: 315 shares; 2024Q4: 214 shares; 2025Q1: 585 shares; 2025Q2: 574 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $13.6K 0.01% 0 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $13.5K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $13.3K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 82 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $13.2K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 715 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $13.1K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 88 shares; 2026Q1: 79 shares 79 $13K 0.01% -9 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 165 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $12.5K 0.01% 0 Timeline VDE 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: 68 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $12.3K 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: 149 shares; 2024Q4: 122 shares; 2025Q1: 121 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 79 shares; 2026Q1: 91 shares 91 $11.9K <0.01% +12 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: 54 shares; 2024Q4: 76 shares; 2025Q1: 104 shares; 2025Q2: 99 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 121 shares 121 $11.9K <0.01% -18 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: 9 shares; 2024Q4: 35 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 9 shares 9 $11.9K <0.01% +5 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: 181 shares; 2024Q4: 170 shares; 2025Q1: 164 shares; 2025Q2: 188 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 188 shares 188 $11.8K <0.01% +27 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.6K <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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 225 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $11.3K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 360 shares; 2026Q1: 274 shares 274 $11.2K <0.01% -86 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 1,775 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 7,525 shares; 2025Q4: 7,525 shares; 2026Q1: 7,525 shares 7,525 $11.2K <0.01% 0 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: 226 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $11.2K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 69 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $11.1K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 147 shares; 2026Q1: 188 shares 188 $11.1K <0.01% +41 Timeline IAT 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $10.8K <0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $10.6K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $10.6K <0.01% 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: 202 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $10.6K <0.01% 0 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 1,303 shares; 2025Q3: 748 shares; 2025Q4: 767 shares; 2026Q1: 787 shares 787 $10.6K <0.01% +20 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 26 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $10.4K <0.01% 0 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $10.3K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 753 shares; 2025Q1: 781 shares; 2025Q2: 811 shares; 2025Q3: 841 shares; 2025Q4: 870 shares; 2026Q1: 892 shares 892 $10.2K <0.01% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23 shares; 2026Q1: 47 shares 47 $10.2K <0.01% +24 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 263 shares; 2025Q2: 265 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 269 shares 269 $10.1K <0.01% +1 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 161 shares; 2025Q2: 66 shares; 2025Q3: 59 shares; 2025Q4: 65 shares; 2026Q1: 63 shares 63 $10.1K <0.01% -2 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 90 shares 90 $9.86K <0.01% +40 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $9.86K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 26 shares; 2025Q1: 32 shares; 2025Q2: 16 shares; 2025Q3: 30 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $9.84K <0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK 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: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares 2,390 $9.65K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 63 shares; 2025Q3: 43 shares; 2025Q4: 36 shares; 2026Q1: 32 shares 32 $9.62K <0.01% -4 Timeline SNBRQ SLEEP NUMBER CORP More: the full row for SLEEP NUMBER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 5,331 shares; 2025Q1: 5,331 shares; 2025Q2: 5,331 shares; 2025Q3: 5,331 shares; 2025Q4: 5,331 shares; 2026Q1: 5,331 shares 5,331 $9.57K <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: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 61 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $9.45K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $9.44K <0.01% 0 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: 92 shares; 2024Q4: 83 shares; 2025Q1: 134 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $9.4K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 94 shares; 2025Q1: 86 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $9.3K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 31 shares; 2026Q1: 26 shares 26 $9.3K <0.01% -5 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 32,275 shares; 2025Q1: 32,275 shares; 2025Q2: 50,275 shares; 2025Q3: 50,275 shares; 2025Q4: 12,875 shares; 2026Q1: 3,975 shares 3,975 $9.06K <0.01% -8,900 Timeline SATO 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: 771 shares; 2024Q4: 871 shares; 2025Q1: 889 shares; 2025Q2: 899 shares; 2025Q3: 906 shares; 2025Q4: 631 shares; 2026Q1: 632 shares 632 $9.03K <0.01% +1 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 25 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 41 shares; 2026Q1: 43 shares 43 $8.94K <0.01% +2 Timeline IONQ IONQ INC More: the full row for IONQ 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: 13 shares; 2025Q3: 58 shares; 2025Q4: 100 shares; 2026Q1: 330 shares 330 $8.94K <0.01% +230 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 47 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $8.91K <0.01% 0 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $8.79K <0.01% 0 Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 11,168 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,008 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $8.75K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 446 shares; 2025Q1: 448 shares; 2025Q2: 458 shares; 2025Q3: 461 shares; 2025Q4: 463 shares; 2026Q1: 465 shares 465 $8.75K <0.01% +2 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 171 shares; 2025Q3: 114 shares; 2025Q4: 124 shares; 2026Q1: 192 shares 192 $8.66K <0.01% +68 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $8.52K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 92 shares 92 $8.48K <0.01% -5 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: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 65 shares 65 $8.42K <0.01% +20 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8.3K <0.01% 0 Timeline CDNA CAREDX INC More: the full row for CAREDX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $8.25K <0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 390 shares; 2025Q4: 279 shares; 2026Q1: 286 shares 286 $8.13K <0.01% +7 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 53 shares; 2026Q1: 41 shares 41 $8.11K <0.01% -12 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $8.06K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 25 shares; 2025Q4: 32 shares; 2026Q1: 81 shares 81 $7.81K <0.01% +49 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: 303 shares; 2024Q4: 307 shares; 2025Q1: 36 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: 83 shares 83 $7.72K <0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $7.64K <0.01% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 9 shares 9 $7.61K <0.01% -16 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $7.59K <0.01% 0 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $7.59K <0.01% 0 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $7.53K <0.01% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $7.52K <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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $7.48K <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 141 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 150 shares; 2025Q4: 110 shares; 2026Q1: 79 shares 79 $7.34K <0.01% -31 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY 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 $7.26K <0.01% new Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 189 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 191 shares 191 $7.25K <0.01% +1 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $7.1K <0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 45 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 20 shares 20 $7.04K <0.01% -5 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 77 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $7.02K <0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 75 shares; 2025Q1: 53 shares; 2025Q2: 49 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $6.96K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.94K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $6.91K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 208 shares; 2025Q1: 211 shares; 2025Q2: 500 shares; 2025Q3: 503 shares; 2025Q4: 505 shares; 2026Q1: 507 shares 507 $6.85K <0.01% +2 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 40 shares; 2025Q3: 53 shares; 2025Q4: 41 shares; 2026Q1: 38 shares 38 $6.84K <0.01% -3 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $6.83K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $6.65K <0.01% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,566 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 100 shares 100 $6.64K <0.01% -2,800 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI 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: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $6.63K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $6.61K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 28 shares; 2025Q3: 31 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $6.53K <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: 122 shares; 2024Q4: 75 shares; 2025Q1: 76 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 128 shares; 2026Q1: 129 shares 129 $6.47K <0.01% +1 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 54 shares 54 $6.47K <0.01% -6 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: 15 shares; 2025Q3: 125 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.42K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $6.41K <0.01% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS 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: 150 shares 150 $6.39K <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $6.38K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 54 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $6.33K <0.01% 0 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: 457 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 361 shares; 2025Q3: 364 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368 $6.25K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 96 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $6.2K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares 34 $6.19K <0.01% new Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE 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: 2,000 shares; 2026Q1: 2,000 shares 2,000 $6.16K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 198 shares; 2025Q1: 77 shares; 2025Q2: 73 shares; 2025Q3: 100 shares; 2025Q4: 164 shares; 2026Q1: 117 shares 117 $6.01K <0.01% -47 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY 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: 93 shares; 2026Q1: 93 shares 93 $6.01K <0.01% 0 Timeline INTF 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: 151 shares; 2025Q3: 151 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $5.98K <0.01% 0 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: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 73 shares 73 $5.85K <0.01% +33 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares 29 $5.76K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 15 shares 15 $5.7K <0.01% -3 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: 441 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 378 shares; 2025Q3: 97 shares; 2025Q4: 67 shares; 2026Q1: 48 shares 48 $5.69K <0.01% -19 Timeline MEDX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $5.56K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485 shares 485 $5.47K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80 $5.45K <0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $5.44K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 83 shares 83 $5.39K <0.01% +70 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $5.37K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares 577 $5.35K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $5.3K <0.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5.23K <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 22 shares 22 $5.2K <0.01% -12 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 5 shares; 2025Q3: 10 shares; 2025Q4: 5 shares; 2026Q1: 75 shares 75 $5.2K <0.01% +70 Timeline JEDI ETF SER SOLUTIONS More: the full row for ETF SER 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: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $5.12K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 871 shares; 2025Q1: 1,109 shares; 2025Q2: 1,161 shares; 2025Q3: 1,200 shares; 2025Q4: 999 shares; 2026Q1: 320 shares 320 $5.08K <0.01% -679 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 44 shares; 2025Q1: 24 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $5.01K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $4.94K <0.01% 0 Timeline VLUE 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: 34 shares; 2025Q3: 37 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $4.94K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $4.93K <0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 81 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $4.92K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 101 shares; 2025Q3: 73 shares; 2025Q4: 36 shares; 2026Q1: 63 shares 63 $4.89K <0.01% +27 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: 83 shares; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 50 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $4.85K <0.01% 0 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $4.84K <0.01% 0 Timeline MTUM 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: 20 shares; 2025Q3: 23 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $4.84K <0.01% 0 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $4.83K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $4.82K <0.01% new 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: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $4.8K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 9 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $4.7K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $4.63K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares 79 $4.62K <0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $4.61K <0.01% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $4.5K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 299 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $4.5K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 30 shares; 2025Q4: 9 shares; 2026Q1: 13 shares 13 $4.47K <0.01% +4 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $4.35K <0.01% 0 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS 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: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367 $4.34K <0.01% 0 Timeline VFH 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: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $4.28K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $4.24K <0.01% 0 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 54 shares 54 $4.18K <0.01% -146 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 16 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $4.14K <0.01% 0 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: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 226 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 193 shares 193 $4.08K <0.01% -34 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 41 shares 41 $4.07K <0.01% +1 Timeline IXUS 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 46 shares 46 $3.98K <0.01% -27 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: not reported; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 19 shares 19 $3.97K <0.01% +5 Timeline CRML CRITICAL METALS CORP More: the full row for CRITICAL METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $3.97K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $3.96K <0.01% new Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $3.96K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $3.94K <0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16 $3.92K <0.01% new Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $3.88K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 65 shares; 2025Q1: 47 shares; 2025Q2: 197 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares 57 $3.82K <0.01% new 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: 105 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 105 shares; 2025Q3: 25 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $3.81K <0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.8K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 74 shares; 2025Q1: 127 shares; 2025Q2: 201 shares; 2025Q3: 132 shares; 2025Q4: 94 shares; 2026Q1: 56 shares 56 $3.71K <0.01% -38 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.65K <0.01% 0 Timeline XNCR XENCOR INC More: the full row for XENCOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $3.62K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $3.55K <0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $3.54K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $3.54K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 340 shares; 2025Q3: 341 shares; 2025Q4: 298 shares; 2026Q1: 346 shares 346 $3.46K <0.01% +48 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $3.4K <0.01% 0 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares 397 $3.36K <0.01% 0 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.34K <0.01% 0 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $3.3K <0.01% 0 Timeline SHM 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: 67 shares; 2025Q3: 67 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $3.27K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $3.19K <0.01% 0 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS 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: 100 shares; 2025Q3: 102 shares; 2025Q4: 104 shares; 2026Q1: 106 shares 106 $3.08K <0.01% +2 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 40 shares 40 $3.02K <0.01% -5 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $2.96K <0.01% 0 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares 93 $2.93K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $2.86K <0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 107 shares; 2025Q2: 115 shares; 2025Q3: 142 shares; 2025Q4: 172 shares; 2026Q1: 83 shares 83 $2.8K <0.01% -89 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: 43 shares 43 $2.8K <0.01% new 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: not reported; 2024Q4: 8 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.8K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 21 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 16 shares 16 $2.74K <0.01% -4 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 9 shares; 2025Q3: 20 shares; 2025Q4: 30 shares; 2026Q1: 50 shares 50 $2.58K <0.01% +20 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 83 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $2.57K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $2.57K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares 68 $2.52K <0.01% new Timeline ITM 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: 53 shares; 2025Q3: 53 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $2.52K <0.01% 0 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65 shares 65 $2.51K <0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $2.39K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 165 shares 165 $2.38K <0.01% -35 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares 166 $2.37K <0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 20 shares 20 $2.33K <0.01% +7 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: 10 shares; 2024Q4: 9 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $2.3K <0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $2.29K <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $2.2K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $2.19K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 84 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 86 shares 86 $2.19K <0.01% +1 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to 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: 121 shares 121 $2.17K <0.01% new 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: 48 shares; 2024Q4: 56 shares; 2025Q1: 61 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $2.16K <0.01% 0 Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 372 shares; 2025Q1: 383 shares; 2025Q2: 385 shares; 2025Q3: 388 shares; 2025Q4: 390 shares; 2026Q1: 395 shares 395 $2.15K <0.01% +5 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 48 shares; 2025Q1: 49 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 51 shares; 2026Q1: 52 shares 52 $2.15K <0.01% +1 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2.14K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5 $2.09K <0.01% +1 Timeline BCYC BICYCLE THERAPEUTICS PLC More: the full row for BICYCLE THERAPEUTICS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 4,435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $2.02K <0.01% 0 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 230 shares; 2026Q1: 80 shares 80 $2K <0.01% -150 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $1.98K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $1.95K <0.01% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.93K <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: 111 shares; 2025Q1: 71 shares; 2025Q2: 67 shares; 2025Q3: 78 shares; 2025Q4: 91 shares; 2026Q1: 36 shares 36 $1.89K <0.01% -55 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $1.89K <0.01% new Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 50 shares 50 $1.89K <0.01% -50 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.83K <0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $1.75K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 736 shares; 2026Q1: 11 shares 11 $1.72K <0.01% -725 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: 140 shares; 2024Q4: 148 shares; 2025Q1: 327 shares; 2025Q2: 478 shares; 2025Q3: 713 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $1.7K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $1.69K <0.01% 0 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $1.66K <0.01% 0 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.43K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.38K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.35K <0.01% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 37 shares; 2026Q1: 63 shares 63 $1.31K <0.01% +26 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $1.31K <0.01% 0 Timeline FSOL FIDELITY SOLANA FD More: the full row for FIDELITY SOLANA 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: 70 shares; 2026Q1: 123 shares 123 $1.2K <0.01% +53 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS 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: 119 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $1.19K <0.01% new 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.19K <0.01% 0 Timeline MGNX MACROGENICS INC More: the full row for MACROGENICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $1.16K <0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.1K <0.01% 0 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE 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: 160 shares; 2026Q1: 160 shares 160 $1.09K <0.01% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $1.08K <0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.06K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 19 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 7 shares 7 $1.05K <0.01% -9 Timeline PCY 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: 48 shares; 2025Q3: 49 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.05K <0.01% 0 Timeline SCHP 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: 37 shares; 2025Q3: 37 shares; 2025Q4: 122 shares; 2026Q1: 38 shares 38 $1.01K <0.01% -84 Timeline SCYX SCYNEXIS INC More: the full row for SCYNEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $977 <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 73 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 39 shares; 2025Q4: 38 shares; 2026Q1: 6 shares 6 $961 <0.01% -32 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $860 <0.01% 0 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $855 <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $826 <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $815 <0.01% 0 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $753 <0.01% 0 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP 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: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $723 <0.01% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $714 <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $704 <0.01% 0 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 332 shares; 2025Q1: 336 shares; 2025Q2: 339 shares; 2025Q3: 343 shares; 2025Q4: 347 shares; 2026Q1: 347 shares 347 $696 <0.01% 0 Timeline ISTB 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $678 <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $672 <0.01% 0 Timeline