LEXI 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: 54,919 shares; 2024Q4: 337,755 shares; 2025Q1: 373,450 shares; 2025Q2: 399,159 shares; 2025Q3: 453,729 shares; 2025Q4: 523,334 shares; 2026Q1: 3,362,981 shares 3,362,981 $119M 17.45% +2,839,647 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: 65,179 shares; 2024Q4: 64,349 shares; 2025Q1: 62,997 shares; 2025Q2: 80,420 shares; 2025Q3: 82,862 shares; 2025Q4: 81,779 shares; 2026Q1: 85,096 shares 85,096 $21.6M 3.18% +3,317 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: 105,906 shares; 2024Q4: 105,254 shares; 2025Q1: 105,809 shares; 2025Q2: 103,202 shares; 2025Q3: 103,821 shares; 2025Q4: 101,709 shares; 2026Q1: 103,705 shares 103,705 $18.1M 2.66% +1,996 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: 182,107 shares; 2024Q4: 165,680 shares; 2025Q1: 170,208 shares; 2025Q2: 171,496 shares; 2025Q3: 175,530 shares; 2025Q4: 149,877 shares; 2026Q1: 153,274 shares 153,274 $17.3M 2.55% +3,397 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,974 shares; 2024Q4: 69,346 shares; 2025Q1: 74,013 shares; 2025Q2: 80,895 shares; 2025Q3: 93,581 shares; 2025Q4: 111,699 shares; 2026Q1: 145,014 shares 145,014 $16M 2.36% +33,315 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: 101,868 shares; 2024Q4: 77,901 shares; 2025Q1: 77,037 shares; 2025Q2: 77,798 shares; 2025Q3: 77,988 shares; 2025Q4: 75,151 shares; 2026Q1: 72,579 shares 72,579 $15.3M 2.26% -2,572 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: 49,136 shares; 2024Q4: 51,140 shares; 2025Q1: 50,246 shares; 2025Q2: 48,811 shares; 2025Q3: 49,036 shares; 2025Q4: 46,685 shares; 2026Q1: 46,190 shares 46,190 $14.3M 2.11% -495 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: 148,016 shares; 2024Q4: 114,679 shares; 2025Q1: 116,345 shares; 2025Q2: 116,650 shares; 2025Q3: 117,154 shares; 2025Q4: 111,580 shares; 2026Q1: 112,421 shares 112,421 $11.2M 1.64% +841 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: 114,414 shares; 2024Q4: 110,894 shares; 2025Q1: 99,996 shares; 2025Q2: 97,418 shares; 2025Q3: 88,052 shares; 2025Q4: 79,210 shares; 2026Q1: 75,690 shares 75,690 $11.1M 1.63% -3,520 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: 20,817 shares; 2024Q4: 20,677 shares; 2025Q1: 20,585 shares; 2025Q2: 20,638 shares; 2025Q3: 21,105 shares; 2025Q4: 11,363 shares; 2026Q1: 10,682 shares 10,682 $10.6M 1.57% -681 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: 148,399 shares; 2024Q4: 123,708 shares; 2025Q1: 125,980 shares; 2025Q2: 125,410 shares; 2025Q3: 124,506 shares; 2025Q4: 117,744 shares; 2026Q1: 113,250 shares 113,250 $10.3M 1.51% -4,494 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: 170,927 shares; 2024Q4: 139,521 shares; 2025Q1: 140,787 shares; 2025Q2: 141,859 shares; 2025Q3: 141,422 shares; 2025Q4: 136,222 shares; 2026Q1: 151,633 shares 151,633 $10.2M 1.51% +15,411 Timeline GVI 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: 119,281 shares; 2024Q4: 91,697 shares; 2025Q1: 92,764 shares; 2025Q2: 92,777 shares; 2025Q3: 92,938 shares; 2025Q4: 88,573 shares; 2026Q1: 90,261 shares 90,261 $9.63M 1.42% +1,688 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: 23,526 shares; 2024Q4: 23,004 shares; 2025Q1: 22,837 shares; 2025Q2: 22,517 shares; 2025Q3: 23,027 shares; 2025Q4: 22,786 shares; 2026Q1: 25,444 shares 25,444 $9.42M 1.39% +2,658 Timeline SCHV 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: 108,521 shares; 2024Q4: 295,180 shares; 2025Q1: 306,035 shares; 2025Q2: 312,063 shares; 2025Q3: 316,977 shares; 2025Q4: 313,096 shares; 2026Q1: 304,695 shares 304,695 $9.29M 1.37% -8,401 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 10,724 shares; 2025Q1: 10,473 shares; 2025Q2: 8,950 shares; 2025Q3: 8,856 shares; 2025Q4: 10,302 shares; 2026Q1: 13,965 shares 13,965 $9.12M 1.34% +3,663 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 43,312 shares; 2025Q1: 47,185 shares; 2025Q2: 51,682 shares; 2025Q3: 60,213 shares; 2025Q4: 71,834 shares; 2026Q1: 167,656 shares 167,656 $8.49M 1.25% +95,822 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: 76,979 shares; 2024Q4: 284,851 shares; 2025Q1: 292,726 shares; 2025Q2: 298,095 shares; 2025Q3: 301,395 shares; 2025Q4: 294,599 shares; 2026Q1: 287,283 shares 287,283 $8.37M 1.23% -7,316 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 22,012 shares; 2025Q1: 23,691 shares; 2025Q2: 25,975 shares; 2025Q3: 30,278 shares; 2025Q4: 36,138 shares; 2026Q1: 81,216 shares 81,216 $8.17M 1.2% +45,078 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: 23,011 shares; 2024Q4: 24,371 shares; 2025Q1: 24,573 shares; 2025Q2: 25,437 shares; 2025Q3: 26,162 shares; 2025Q4: 24,046 shares; 2026Q1: 38,563 shares 38,563 $7.98M 1.17% +14,517 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: 12,895 shares; 2024Q4: 13,545 shares; 2025Q1: 13,399 shares; 2025Q2: 26,061 shares; 2025Q3: 29,363 shares; 2025Q4: 28,283 shares; 2026Q1: 27,735 shares 27,735 $7.98M 1.17% -548 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: 110,325 shares; 2024Q4: 83,363 shares; 2025Q1: 84,293 shares; 2025Q2: 84,467 shares; 2025Q3: 84,770 shares; 2025Q4: 80,827 shares; 2026Q1: 84,761 shares 84,761 $7M 1.03% +3,934 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,730 shares; 2024Q4: 53,045 shares; 2025Q1: 52,971 shares; 2025Q2: 53,055 shares; 2025Q3: 52,357 shares; 2025Q4: 49,603 shares; 2026Q1: 47,989 shares 47,989 $6.84M 1.01% -1,614 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: 78,634 shares; 2024Q4: 81,718 shares; 2025Q1: 81,995 shares; 2025Q2: 84,049 shares; 2025Q3: 86,842 shares; 2025Q4: 86,883 shares; 2026Q1: 85,949 shares 85,949 $6.67M 0.98% -934 Timeline SCHZ 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: 153,990 shares; 2024Q4: 272,503 shares; 2025Q1: 283,942 shares; 2025Q2: 281,458 shares; 2025Q3: 279,316 shares; 2025Q4: 280,510 shares; 2026Q1: 280,007 shares 280,007 $6.5M 0.96% -503 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: 39,039 shares; 2024Q4: 38,669 shares; 2025Q1: 38,340 shares; 2025Q2: 37,758 shares; 2025Q3: 38,690 shares; 2025Q4: 38,237 shares; 2026Q1: 38,067 shares 38,067 $6.46M 0.95% -170 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: 33,025 shares; 2024Q4: 32,244 shares; 2025Q1: 31,777 shares; 2025Q2: 32,083 shares; 2025Q3: 33,176 shares; 2025Q4: 31,972 shares; 2026Q1: 30,880 shares 30,880 $6.43M 0.95% -1,092 Timeline FLOT 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: 14,562 shares; 2024Q4: 47,296 shares; 2025Q1: 51,113 shares; 2025Q2: 53,390 shares; 2025Q3: 59,761 shares; 2025Q4: 71,336 shares; 2026Q1: 125,951 shares 125,951 $6.42M 0.94% +54,615 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 51,728 shares; 2025Q1: 56,281 shares; 2025Q2: 61,934 shares; 2025Q3: 75,192 shares; 2025Q4: 89,050 shares; 2026Q1: 149,594 shares 149,594 $6.33M 0.93% +60,544 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: 52,820 shares; 2024Q4: 45,371 shares; 2025Q1: 47,115 shares; 2025Q2: 47,785 shares; 2025Q3: 47,390 shares; 2025Q4: 45,694 shares; 2026Q1: 44,164 shares 44,164 $5.49M 0.81% -1,530 Timeline SCHR 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: 124,606 shares; 2024Q4: 218,323 shares; 2025Q1: 227,407 shares; 2025Q2: 223,893 shares; 2025Q3: 221,416 shares; 2025Q4: 219,597 shares; 2026Q1: 219,043 shares 219,043 $5.46M 0.8% -554 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: 8,908 shares; 2024Q4: 8,922 shares; 2025Q1: 8,955 shares; 2025Q2: 9,070 shares; 2025Q3: 9,363 shares; 2025Q4: 9,284 shares; 2026Q1: 9,287 shares 9,287 $5.31M 0.78% +3 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: 42,523 shares; 2024Q4: 33,367 shares; 2025Q1: 33,742 shares; 2025Q2: 33,581 shares; 2025Q3: 35,432 shares; 2025Q4: 47,315 shares; 2026Q1: 47,380 shares 47,380 $5.16M 0.76% +65 Timeline SCHO 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: 104,707 shares; 2024Q4: 180,488 shares; 2025Q1: 186,562 shares; 2025Q2: 200,953 shares; 2025Q3: 197,566 shares; 2025Q4: 198,627 shares; 2026Q1: 200,452 shares 200,452 $4.86M 0.72% +1,825 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: 100,649 shares; 2024Q4: 188,174 shares; 2025Q1: 200,157 shares; 2025Q2: 206,584 shares; 2025Q3: 206,415 shares; 2025Q4: 200,165 shares; 2026Q1: 195,524 shares 195,524 $4.84M 0.71% -4,641 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: 14,749 shares; 2024Q4: 14,760 shares; 2025Q1: 14,321 shares; 2025Q2: 14,344 shares; 2025Q3: 14,954 shares; 2025Q4: 14,774 shares; 2026Q1: 15,685 shares 15,685 $4.74M 0.7% +911 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: 21,068 shares; 2024Q4: 12,536 shares; 2025Q1: 13,938 shares; 2025Q2: 13,684 shares; 2025Q3: 13,875 shares; 2025Q4: 13,797 shares; 2026Q1: 19,237 shares 19,237 $4.7M 0.69% +5,440 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,147 shares; 2024Q4: 131,781 shares; 2025Q1: 136,373 shares; 2025Q2: 143,803 shares; 2025Q3: 146,374 shares; 2025Q4: 145,766 shares; 2026Q1: 144,003 shares 144,003 $4.46M 0.66% -1,763 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,156 shares; 2025Q1: 11,967 shares; 2025Q2: 11,585 shares; 2025Q3: 12,433 shares; 2025Q4: 10,836 shares; 2026Q1: 10,590 shares 10,590 $4.21M 0.62% -246 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: 39,144 shares; 2024Q4: 39,873 shares; 2025Q1: 39,923 shares; 2025Q2: 39,099 shares; 2025Q3: 38,567 shares; 2025Q4: 36,111 shares; 2026Q1: 35,261 shares 35,261 $4.18M 0.62% -850 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: 52,914 shares; 2024Q4: 50,909 shares; 2025Q1: 52,344 shares; 2025Q2: 52,543 shares; 2025Q3: 53,765 shares; 2025Q4: 52,514 shares; 2026Q1: 54,338 shares 54,338 $4.13M 0.61% +1,824 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,840 shares; 2024Q4: 29,596 shares; 2025Q1: 28,791 shares; 2025Q2: 29,795 shares; 2025Q3: 30,665 shares; 2025Q4: 30,395 shares; 2026Q1: 30,152 shares 30,152 $4.09M 0.6% -243 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,030 shares; 2025Q4: 48,669 shares; 2026Q1: 83,057 shares 83,057 $3.99M 0.59% +34,388 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: 2,131 shares; 2024Q4: 2,101 shares; 2025Q1: 4,046 shares; 2025Q2: 3,978 shares; 2025Q3: 4,064 shares; 2025Q4: 39,502 shares; 2026Q1: 40,748 shares 40,748 $3.92M 0.58% +1,246 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: 53,202 shares; 2024Q4: 56,436 shares; 2025Q1: 56,412 shares; 2025Q2: 55,973 shares; 2025Q3: 59,515 shares; 2025Q4: 58,353 shares; 2026Q1: 58,817 shares 58,817 $3.88M 0.57% +464 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,305 shares; 2024Q4: 31,907 shares; 2025Q1: 30,768 shares; 2025Q2: 30,870 shares; 2025Q3: 30,548 shares; 2025Q4: 30,558 shares; 2026Q1: 30,629 shares 30,629 $3.88M 0.57% +71 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: 11,083 shares; 2024Q4: 11,091 shares; 2025Q1: 10,736 shares; 2025Q2: 13,826 shares; 2025Q3: 13,703 shares; 2025Q4: 13,654 shares; 2026Q1: 13,428 shares 13,428 $3.85M 0.57% -226 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: 6,157 shares; 2025Q1: 6,654 shares; 2025Q2: 6,874 shares; 2025Q3: 7,954 shares; 2025Q4: 9,341 shares; 2026Q1: 15,695 shares 15,695 $3.77M 0.55% +6,354 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: 10,505 shares; 2024Q4: 10,727 shares; 2025Q1: 10,733 shares; 2025Q2: 10,848 shares; 2025Q3: 11,061 shares; 2025Q4: 10,555 shares; 2026Q1: 10,255 shares 10,255 $3.67M 0.54% -300 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,767 shares; 2024Q4: 22,343 shares; 2025Q1: 22,683 shares; 2025Q2: 22,938 shares; 2025Q3: 23,111 shares; 2025Q4: 23,174 shares; 2026Q1: 21,081 shares 21,081 $3.63M 0.53% -2,093 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: 50,726 shares; 2024Q4: 136,818 shares; 2025Q1: 141,927 shares; 2025Q2: 147,594 shares; 2025Q3: 148,447 shares; 2025Q4: 145,003 shares; 2026Q1: 142,838 shares 142,838 $3.59M 0.53% -2,165 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 52,919 shares; 2025Q1: 50,146 shares; 2025Q2: 68,691 shares; 2025Q3: 82,004 shares; 2025Q4: 86,383 shares; 2026Q1: 40,613 shares 40,613 $3.58M 0.53% -45,770 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,040 shares; 2025Q1: 5,182 shares; 2025Q2: 5,317 shares; 2025Q3: 5,456 shares; 2025Q4: 5,124 shares; 2026Q1: 4,916 shares 4,916 $3.58M 0.53% -208 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: 22,102 shares; 2024Q4: 22,461 shares; 2025Q1: 21,428 shares; 2025Q2: 21,833 shares; 2025Q3: 22,539 shares; 2025Q4: 22,790 shares; 2026Q1: 21,345 shares 21,345 $3.53M 0.52% -1,445 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: 30,015 shares; 2024Q4: 16,176 shares; 2025Q1: 17,072 shares; 2025Q2: 18,240 shares; 2025Q3: 18,276 shares; 2025Q4: 19,520 shares; 2026Q1: 29,048 shares 29,048 $3.49M 0.51% +9,528 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: 8,939 shares; 2024Q4: 9,031 shares; 2025Q1: 9,127 shares; 2025Q2: 9,543 shares; 2025Q3: 10,166 shares; 2025Q4: 10,287 shares; 2026Q1: 10,902 shares 10,902 $3.39M 0.5% +615 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: 8,739 shares; 2024Q4: 8,913 shares; 2025Q1: 8,987 shares; 2025Q2: 9,335 shares; 2025Q3: 9,486 shares; 2025Q4: 9,461 shares; 2026Q1: 9,591 shares 9,591 $3.37M 0.5% +130 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: 30,935 shares; 2025Q1: 31,007 shares; 2025Q2: 31,269 shares; 2025Q3: 31,341 shares; 2025Q4: 28,375 shares; 2026Q1: 27,196 shares 27,196 $3.34M 0.49% -1,179 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,682 shares; 2025Q1: 3,829 shares; 2025Q2: 15,059 shares; 2025Q3: 16,972 shares; 2025Q4: 16,242 shares; 2026Q1: 15,925 shares 15,925 $3.29M 0.48% -317 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: 33,619 shares; 2024Q4: 96,058 shares; 2025Q1: 101,317 shares; 2025Q2: 98,668 shares; 2025Q3: 102,509 shares; 2025Q4: 103,863 shares; 2026Q1: 104,974 shares 104,974 $3.22M 0.47% +1,111 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: 13,258 shares; 2024Q4: 13,258 shares; 2025Q1: 13,432 shares; 2025Q2: 13,250 shares; 2025Q3: 13,244 shares; 2025Q4: 13,257 shares; 2026Q1: 12,821 shares 12,821 $3.17M 0.47% -436 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: 3,334 shares; 2024Q4: 3,306 shares; 2025Q1: 8,360 shares; 2025Q2: 8,449 shares; 2025Q3: 8,412 shares; 2025Q4: 7,980 shares; 2026Q1: 7,994 shares 7,994 $3.12M 0.46% +14 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,185 shares; 2024Q4: 10,256 shares; 2025Q1: 9,769 shares; 2025Q2: 10,235 shares; 2025Q3: 10,798 shares; 2025Q4: 10,387 shares; 2026Q1: 21,313 shares 21,313 $3.08M 0.45% +10,926 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,924 shares; 2025Q3: 51,598 shares; 2025Q4: 45,508 shares; 2026Q1: 44,405 shares 44,405 $3.08M 0.45% -1,103 Timeline FREL 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: 145,331 shares; 2024Q4: 113,041 shares; 2025Q1: 114,667 shares; 2025Q2: 115,511 shares; 2025Q3: 115,915 shares; 2025Q4: 112,887 shares; 2026Q1: 114,305 shares 114,305 $3.08M 0.45% +1,418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,751 shares; 2026Q1: 34,741 shares 34,741 $3.01M 0.44% +6,990 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 8,891 shares; 2025Q1: 8,367 shares; 2025Q2: 9,086 shares; 2025Q3: 10,125 shares; 2025Q4: 5,453 shares; 2026Q1: 10,123 shares 10,123 $2.98M 0.44% +4,670 Timeline IEUR 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: 23,688 shares; 2025Q3: 28,308 shares; 2025Q4: 33,710 shares; 2026Q1: 41,258 shares 41,258 $2.9M 0.43% +7,548 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179,134 shares 179,134 $2.85M 0.42% new 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: 13,701 shares; 2024Q4: 13,431 shares; 2025Q1: 13,281 shares; 2025Q2: 13,112 shares; 2025Q3: 13,235 shares; 2025Q4: 12,756 shares; 2026Q1: 12,914 shares 12,914 $2.81M 0.41% +158 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,225 shares 36,225 $2.81M 0.41% new 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: 15,362 shares; 2024Q4: 15,200 shares; 2025Q1: 15,323 shares; 2025Q2: 15,799 shares; 2025Q3: 15,160 shares; 2025Q4: 15,344 shares; 2026Q1: 15,375 shares 15,375 $2.8M 0.41% +31 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 8,848 shares; 2025Q1: 8,488 shares; 2025Q2: 8,990 shares; 2025Q3: 9,731 shares; 2025Q4: 9,765 shares; 2026Q1: 10,620 shares 10,620 $2.59M 0.38% +855 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: 13,242 shares; 2024Q4: 13,407 shares; 2025Q1: 7,188 shares; 2025Q2: 40,529 shares; 2025Q3: 41,512 shares; 2025Q4: 38,446 shares; 2026Q1: 37,298 shares 37,298 $2.5M 0.37% -1,148 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP 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: 16,734 shares; 2026Q1: 16,646 shares 16,646 $2.49M 0.37% -88 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: 8,652 shares; 2024Q4: 8,696 shares; 2025Q1: 8,628 shares; 2025Q2: 8,716 shares; 2025Q3: 9,332 shares; 2025Q4: 8,874 shares; 2026Q1: 7,512 shares 7,512 $2.47M 0.36% -1,362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,218 shares 4,218 $2.43M 0.36% new 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: 13,272 shares; 2024Q4: 12,695 shares; 2025Q1: 12,166 shares; 2025Q2: 11,989 shares; 2025Q3: 12,875 shares; 2025Q4: 12,713 shares; 2026Q1: 12,607 shares 12,607 $2.43M 0.36% -106 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 72,708 shares; 2025Q1: 78,211 shares; 2025Q2: 83,441 shares; 2025Q3: 85,382 shares; 2025Q4: 87,025 shares; 2026Q1: 82,815 shares 82,815 $2.41M 0.35% -4,210 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,036 shares; 2024Q4: 25,129 shares; 2025Q1: 25,609 shares; 2025Q2: 26,218 shares; 2025Q3: 26,399 shares; 2025Q4: 25,198 shares; 2026Q1: 24,672 shares 24,672 $2.4M 0.35% -526 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,563 shares; 2024Q4: 9,539 shares; 2025Q1: 10,374 shares; 2025Q2: 10,842 shares; 2025Q3: 10,006 shares; 2025Q4: 9,910 shares; 2026Q1: 9,834 shares 9,834 $2.38M 0.35% -76 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: 14,504 shares; 2024Q4: 15,779 shares; 2025Q1: 15,688 shares; 2025Q2: 19,449 shares; 2025Q3: 20,314 shares; 2025Q4: 20,368 shares; 2026Q1: 20,541 shares 20,541 $2.36M 0.35% +173 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,672 shares; 2024Q4: 16,293 shares; 2025Q1: 16,571 shares; 2025Q2: 17,069 shares; 2025Q3: 17,748 shares; 2025Q4: 13,265 shares; 2026Q1: 15,036 shares 15,036 $2.27M 0.33% +1,771 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,876 shares; 2025Q1: 16,164 shares; 2025Q2: 16,598 shares; 2025Q3: 17,018 shares; 2025Q4: 16,284 shares; 2026Q1: 16,169 shares 16,169 $2.26M 0.33% -115 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 7,054 shares; 2025Q1: 7,365 shares; 2025Q2: 8,143 shares; 2025Q3: 3,235 shares; 2025Q4: 9,787 shares; 2026Q1: 9,795 shares 9,795 $2.21M 0.33% +8 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,160 shares; 2024Q4: 35,519 shares; 2025Q1: 35,078 shares; 2025Q2: 34,986 shares; 2025Q3: 36,441 shares; 2025Q4: 37,375 shares; 2026Q1: 38,213 shares 38,213 $2.07M 0.3% +838 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: 13,327 shares; 2024Q4: 14,064 shares; 2025Q1: 14,316 shares; 2025Q2: 13,991 shares; 2025Q3: 15,175 shares; 2025Q4: 15,361 shares; 2026Q1: 16,045 shares 16,045 $2.07M 0.3% +684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,921 shares 20,921 $2.06M 0.3% new 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: 4,163 shares; 2025Q1: 5,553 shares; 2025Q2: 6,593 shares; 2025Q3: 7,696 shares; 2025Q4: 8,018 shares; 2026Q1: 9,463 shares 9,463 $2.02M 0.3% +1,445 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: 19,343 shares; 2024Q4: 19,331 shares; 2025Q1: 18,589 shares; 2025Q2: 16,475 shares; 2025Q3: 17,302 shares; 2025Q4: 16,885 shares; 2026Q1: 15,977 shares 15,977 $1.99M 0.29% -908 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,560 shares 25,560 $1.95M 0.29% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 22,574 shares 22,574 $1.94M 0.29% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 4,523 shares; 2025Q1: 4,593 shares; 2025Q2: 4,582 shares; 2025Q3: 4,665 shares; 2025Q4: 4,576 shares; 2026Q1: 4,465 shares 4,465 $1.93M 0.28% -111 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: 9,982 shares 9,982 $1.92M 0.28% new Timeline IOO 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: 12,965 shares; 2025Q1: 13,618 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,665 shares 15,665 $1.89M 0.28% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,990 shares; 2024Q4: 36,170 shares; 2025Q1: 34,210 shares; 2025Q2: 36,503 shares; 2025Q3: 38,366 shares; 2025Q4: 36,515 shares; 2026Q1: 37,345 shares 37,345 $1.87M 0.28% +830 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: 3,729 shares; 2024Q4: 4,190 shares; 2025Q1: 3,936 shares; 2025Q2: 3,999 shares; 2025Q3: 4,223 shares; 2025Q4: 4,237 shares; 2026Q1: 4,200 shares 4,200 $1.79M 0.26% -37 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,866 shares; 2025Q3: 5,181 shares; 2025Q4: 5,392 shares; 2026Q1: 5,958 shares 5,958 $1.76M 0.26% +566 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,093 shares 8,093 $1.74M 0.26% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 7,092 shares; 2025Q1: 6,581 shares; 2025Q2: 7,162 shares; 2025Q3: 7,801 shares; 2025Q4: 7,617 shares; 2026Q1: 8,276 shares 8,276 $1.72M 0.25% +659 Timeline SCHH 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: 82,058 shares; 2024Q4: 72,259 shares; 2025Q1: 76,175 shares; 2025Q2: 81,188 shares; 2025Q3: 81,689 shares; 2025Q4: 83,068 shares; 2026Q1: 80,018 shares 80,018 $1.72M 0.25% -3,050 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,917 shares; 2024Q4: 11,819 shares; 2025Q1: 11,911 shares; 2025Q2: 12,057 shares; 2025Q3: 12,178 shares; 2025Q4: 11,388 shares; 2026Q1: 11,933 shares 11,933 $1.67M 0.25% +545 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,553 shares; 2025Q1: 3,308 shares; 2025Q2: 3,265 shares; 2025Q3: 3,575 shares; 2025Q4: 3,363 shares; 2026Q1: 3,296 shares 3,296 $1.65M 0.24% -67 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,371 shares; 2024Q4: 9,371 shares; 2025Q1: 16,048 shares; 2025Q2: 13,849 shares; 2025Q3: 14,988 shares; 2025Q4: 15,647 shares; 2026Q1: 14,463 shares 14,463 $1.57M 0.23% -1,184 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,150 shares; 2025Q2: 3,100 shares; 2025Q3: 2,965 shares; 2025Q4: 2,945 shares; 2026Q1: 2,882 shares 2,882 $1.55M 0.23% -63 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 10,662 shares; 2025Q1: 9,698 shares; 2025Q2: 9,561 shares; 2025Q3: 9,458 shares; 2025Q4: 9,421 shares; 2026Q1: 9,386 shares 9,386 $1.52M 0.22% -35 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,154 shares; 2024Q4: 16,162 shares; 2025Q1: 14,904 shares; 2025Q2: 14,915 shares; 2025Q3: 14,841 shares; 2025Q4: 14,845 shares; 2026Q1: 14,846 shares 14,846 $1.39M 0.21% +1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,049 shares; 2025Q1: 1,944 shares; 2025Q2: not reported; 2025Q3: 4,678 shares; 2025Q4: 4,506 shares; 2026Q1: 4,866 shares 4,866 $1.32M 0.19% +360 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: 3,718 shares; 2025Q2: 3,693 shares; 2025Q3: 3,643 shares; 2025Q4: 3,622 shares; 2026Q1: 3,622 shares 3,622 $1.32M 0.19% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 10,170 shares; 2025Q1: 9,545 shares; 2025Q2: 9,287 shares; 2025Q3: 9,132 shares; 2025Q4: 9,132 shares; 2026Q1: 9,076 shares 9,076 $1.26M 0.19% -56 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,309 shares; 2025Q3: 5,262 shares; 2025Q4: 5,223 shares; 2026Q1: 22,422 shares 22,422 $1.18M 0.17% +17,199 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,405 shares; 2026Q1: 17,870 shares 17,870 $1.01M 0.15% +9,465 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: 7,218 shares; 2024Q4: 7,218 shares; 2025Q1: 7,218 shares; 2025Q2: 7,023 shares; 2025Q3: 7,323 shares; 2025Q4: 7,323 shares; 2026Q1: 7,323 shares 7,323 $996K 0.15% 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: 68,147 shares; 2024Q4: 70,252 shares; 2025Q1: 62,933 shares; 2025Q2: 60,967 shares; 2025Q3: 65,679 shares; 2025Q4: 62,100 shares; 2026Q1: 20,415 shares 20,415 $995K 0.15% -41,685 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares 2,840 $971K 0.14% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares 2,515 $964K 0.14% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,468 shares; 2026Q1: 10,468 shares 10,468 $952K 0.14% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: not reported; 2025Q1: 13,238 shares; 2025Q2: 16,970 shares; 2025Q3: 17,537 shares; 2025Q4: 13,567 shares; 2026Q1: 17,928 shares 17,928 $947K 0.14% +4,361 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: 1,987 shares; 2024Q4: 1,979 shares; 2025Q1: 2,099 shares; 2025Q2: 1,891 shares; 2025Q3: 2,254 shares; 2025Q4: 2,231 shares; 2026Q1: 2,386 shares 2,386 $887K 0.13% +155 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,597 shares; 2024Q4: 23,997 shares; 2025Q1: 21,197 shares; 2025Q2: 20,605 shares; 2025Q3: 20,330 shares; 2025Q4: 20,330 shares; 2026Q1: 20,130 shares 20,130 $885K 0.13% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 558 shares; 2026Q1: 1,219 shares 1,219 $864K 0.13% +661 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: 872 shares; 2024Q4: 875 shares; 2025Q1: 881 shares; 2025Q2: 814 shares; 2025Q3: 843 shares; 2025Q4: 845 shares; 2026Q1: 937 shares 937 $862K 0.13% +92 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,134 shares; 2025Q1: 1,044 shares; 2025Q2: 3,049 shares; 2025Q3: 3,097 shares; 2025Q4: 2,772 shares; 2026Q1: 1,007 shares 1,007 $852K 0.13% -1,765 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: 507 shares; 2024Q4: 504 shares; 2025Q1: 566 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 409 shares; 2026Q1: 1,290 shares 1,290 $839K 0.12% +881 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,850 shares; 2024Q4: 10,850 shares; 2025Q1: 10,749 shares; 2025Q2: 10,383 shares; 2025Q3: 10,062 shares; 2025Q4: 10,132 shares; 2026Q1: 10,113 shares 10,113 $795K 0.12% -19 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,958 shares 14,958 $739K 0.11% new 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: 20,958 shares; 2024Q4: 3,063 shares; 2025Q1: 2,885 shares; 2025Q2: 2,519 shares; 2025Q3: 2,446 shares; 2025Q4: 2,412 shares; 2026Q1: 2,127 shares 2,127 $719K 0.11% -285 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,109 shares; 2024Q4: 14,792 shares; 2025Q1: 5,487 shares; 2025Q2: 4,459 shares; 2025Q3: 4,310 shares; 2025Q4: 4,232 shares; 2026Q1: 4,226 shares 4,226 $694K 0.1% -6 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,734 shares 1,734 $637K 0.09% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,928 shares; 2025Q4: 2,459 shares; 2026Q1: 3,511 shares 3,511 $637K 0.09% +1,052 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,892 shares; 2026Q1: 6,250 shares 6,250 $602K 0.09% +1,358 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,777 shares 2,777 $576K 0.08% new 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: 1,248 shares; 2024Q4: 1,242 shares; 2025Q1: 1,176 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 1,265 shares 1,265 $544K 0.08% +326 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: 3,361 shares; 2024Q4: 3,242 shares; 2025Q1: 3,728 shares; 2025Q2: 3,555 shares; 2025Q3: 3,799 shares; 2025Q4: 3,153 shares; 2026Q1: 3,388 shares 3,388 $526K 0.08% +235 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 1,622 shares; 2025Q3: 1,537 shares; 2025Q4: 1,793 shares; 2026Q1: 2,237 shares 2,237 $519K 0.08% +444 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,346 shares 2,346 $501K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,220 shares; 2025Q2: 2,567 shares; 2025Q3: 3,532 shares; 2025Q4: 4,291 shares; 2026Q1: 4,856 shares 4,856 $499K 0.07% +565 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,545 shares; 2025Q1: 7,780 shares; 2025Q2: 7,740 shares; 2025Q3: 7,390 shares; 2025Q4: 7,450 shares; 2026Q1: 7,920 shares 7,920 $487K 0.07% +470 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: 18,895 shares; 2024Q4: 16,355 shares; 2025Q1: 12,153 shares; 2025Q2: 11,267 shares; 2025Q3: 10,972 shares; 2025Q4: 10,972 shares; 2026Q1: 10,972 shares 10,972 $484K 0.07% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,344 shares 5,344 $483K 0.07% new 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: 2,221 shares; 2025Q3: 2,605 shares; 2025Q4: 2,555 shares; 2026Q1: 2,529 shares 2,529 $461K 0.07% -26 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,175 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,337 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares 1,323 $457K 0.07% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 2,135 shares 2,135 $441K 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,851 shares; 2025Q1: 1,753 shares; 2025Q2: 1,687 shares; 2025Q3: 1,831 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares 1,806 $438K 0.06% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,053 shares; 2024Q4: 56,599 shares; 2025Q1: 43,752 shares; 2025Q2: 40,306 shares; 2025Q3: 40,351 shares; 2025Q4: 38,766 shares; 2026Q1: 37,289 shares 37,289 $430K 0.06% -1,477 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL 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: 11,056 shares 11,056 $430K 0.06% new 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: 2,036 shares; 2024Q4: 1,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 2,085 shares 2,085 $424K 0.06% +370 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,676 shares; 2026Q1: 11,607 shares 11,607 $412K 0.06% -69 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: not reported; 2024Q4: not reported; 2025Q1: 10,994 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,062 shares 3,062 $406K 0.06% new 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: 1,274 shares; 2024Q4: 1,393 shares; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 2,470 shares; 2025Q4: 2,125 shares; 2026Q1: 2,677 shares 2,677 $394K 0.06% +552 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 2,381 shares 2,381 $380K 0.06% +1,013 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: 533 shares; 2024Q4: 533 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 772 shares; 2025Q4: 769 shares; 2026Q1: 769 shares 769 $369K 0.05% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 277 shares 277 $366K 0.05% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,781 shares; 2024Q4: 9,681 shares; 2025Q1: 67,844 shares; 2025Q2: 8,646 shares; 2025Q3: 8,300 shares; 2025Q4: 7,198 shares; 2026Q1: 7,198 shares 7,198 $362K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,856 shares; 2025Q1: 1,848 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,730 shares; 2026Q1: 1,547 shares 1,547 $356K 0.05% -183 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 3,599 shares; 2025Q1: 3,506 shares; 2025Q2: 3,455 shares; 2025Q3: 3,415 shares; 2025Q4: 1,970 shares; 2026Q1: 1,210 shares 1,210 $351K 0.05% -760 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: not reported; 2026Q1: 1,040 shares 1,040 $342K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,199 shares 1,199 $340K 0.05% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,281 shares 1,281 $330K 0.05% +109 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: 1,402 shares; 2024Q4: 1,391 shares; 2025Q1: 1,371 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075 $325K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 9,731 shares; 2025Q2: 13,031 shares; 2025Q3: 13,008 shares; 2025Q4: 13,008 shares; 2026Q1: 10,831 shares 10,831 $314K 0.05% -2,177 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,019 shares; 2025Q1: 944 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares 861 $307K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 1,059 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $296K 0.04% 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: 757 shares; 2024Q4: 683 shares; 2025Q1: 649 shares; 2025Q2: 518 shares; 2025Q3: 733 shares; 2025Q4: 682 shares; 2026Q1: 582 shares 582 $286K 0.04% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $281K 0.04% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 2,342 shares; 2025Q3: 2,342 shares; 2025Q4: 2,342 shares; 2026Q1: 2,342 shares 2,342 $278K 0.04% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,197 shares; 2024Q4: 18,197 shares; 2025Q1: 18,197 shares; 2025Q2: 21,352 shares; 2025Q3: 18,197 shares; 2025Q4: 18,197 shares; 2026Q1: 18,197 shares 18,197 $271K 0.04% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $270K 0.04% 0 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: 6,556 shares; 2024Q4: 3,730 shares; 2025Q1: 3,250 shares; 2025Q2: 2,333 shares; 2025Q3: 2,487 shares; 2025Q4: 1,962 shares; 2026Q1: 1,088 shares 1,088 $264K 0.04% -874 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,555 shares 1,555 $251K 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,524 shares 1,524 $251K 0.04% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $250K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares 538 $249K 0.04% new Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,489 shares 2,489 $246K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 510 shares 510 $235K 0.03% +139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 926 shares 926 $230K 0.03% -7 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,366 shares; 2025Q1: 3,366 shares; 2025Q2: 3,379 shares; 2025Q3: 3,390 shares; 2025Q4: 3,418 shares; 2026Q1: 3,418 shares 3,418 $227K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 379 shares 379 $226K 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,305 shares; 2026Q1: 1,314 shares 1,314 $222K 0.03% +9 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: 11,633 shares; 2024Q4: 11,633 shares; 2025Q1: 11,633 shares; 2025Q2: 11,633 shares; 2025Q3: 12,111 shares; 2025Q4: 12,692 shares; 2026Q1: 12,692 shares 12,692 $215K 0.03% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 846 shares 846 $215K 0.03% -25 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,199 shares; 2025Q1: 6,755 shares; 2025Q2: 6,246 shares; 2025Q3: 6,096 shares; 2025Q4: 5,763 shares; 2026Q1: 2,545 shares 2,545 $207K 0.03% -3,218 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,953 shares; 2025Q2: 12,142 shares; 2025Q3: 12,342 shares; 2025Q4: 12,557 shares; 2026Q1: 12,749 shares 12,749 $162K 0.02% +192 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 22,224 shares; 2025Q1: 22,224 shares; 2025Q2: 22,224 shares; 2025Q3: 22,224 shares; 2025Q4: 22,224 shares; 2026Q1: 22,224 shares 22,224 $87.6K 0.01% 0 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,845 shares; 2024Q4: 20,845 shares; 2025Q1: 20,467 shares; 2025Q2: 19,717 shares; 2025Q3: 18,551 shares; 2025Q4: 19,551 shares; 2026Q1: 19,551 shares 19,551 $32.5K <0.01% 0 Timeline