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: 67,414 shares; 2024Q4: 71,333 shares; 2025Q1: 72,988 shares; 2025Q2: 69,261 shares; 2025Q3: 68,756 shares; 2025Q4: 67,362 shares; 2026Q1: 67,668 shares 67,668 $25.2M 5.14% +306 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: 91,173 shares; 2024Q4: 101,905 shares; 2025Q1: 103,450 shares; 2025Q2: 102,220 shares; 2025Q3: 99,053 shares; 2025Q4: 94,285 shares; 2026Q1: 91,138 shares 91,138 $19M 3.87% -3,147 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: 70,812 shares; 2024Q4: 75,741 shares; 2025Q1: 72,336 shares; 2025Q2: 73,777 shares; 2025Q3: 72,623 shares; 2025Q4: 65,280 shares; 2026Q1: 64,156 shares 64,156 $18.4M 3.76% -1,124 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: 18,088 shares; 2024Q4: 44,127 shares; 2025Q1: 18,158 shares; 2025Q2: 18,169 shares; 2025Q3: 19,129 shares; 2025Q4: 23,252 shares; 2026Q1: 24,330 shares 24,330 $13.9M 2.84% +1,078 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: 54,699 shares; 2024Q4: 65,449 shares; 2025Q1: 66,995 shares; 2025Q2: 68,745 shares; 2025Q3: 70,011 shares; 2025Q4: 66,795 shares; 2026Q1: 72,784 shares 72,784 $12.7M 2.59% +5,989 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: 58,854 shares; 2024Q4: 62,833 shares; 2025Q1: 70,071 shares; 2025Q2: 70,584 shares; 2025Q3: 64,431 shares; 2025Q4: 52,427 shares; 2026Q1: 36,291 shares 36,291 $12.3M 2.5% -16,136 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER 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: 241,255 shares; 2025Q4: 222,719 shares; 2026Q1: 215,504 shares 215,504 $11.5M 2.36% -7,215 Timeline FDD 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: 533,283 shares; 2024Q4: 580,544 shares; 2025Q1: 615,633 shares; 2025Q2: 632,650 shares; 2025Q3: 621,691 shares; 2025Q4: 609,957 shares; 2026Q1: 553,018 shares 553,018 $9.85M 2.01% -56,939 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: 87,960 shares; 2024Q4: 91,838 shares; 2025Q1: 96,298 shares; 2025Q2: 94,583 shares; 2025Q3: 87,073 shares; 2025Q4: 85,600 shares; 2026Q1: 82,350 shares 82,350 $8.94M 1.83% -3,250 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: 80,894 shares; 2024Q4: 74,644 shares; 2025Q1: 67,899 shares; 2025Q2: 62,406 shares; 2025Q3: 57,981 shares; 2025Q4: 56,731 shares; 2026Q1: 56,645 shares 56,645 $8.29M 1.69% -86 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: 17,991 shares; 2024Q4: 20,117 shares; 2025Q1: 19,561 shares; 2025Q2: 19,645 shares; 2025Q3: 19,615 shares; 2025Q4: 19,345 shares; 2026Q1: 20,981 shares 20,981 $7.77M 1.59% +1,636 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: 23,049 shares; 2024Q4: 25,255 shares; 2025Q1: 25,691 shares; 2025Q2: 25,248 shares; 2025Q3: 25,163 shares; 2025Q4: 24,864 shares; 2026Q1: 25,116 shares 25,116 $7.22M 1.47% +252 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: 9,231 shares; 2024Q4: 8,934 shares; 2025Q1: 8,888 shares; 2025Q2: 8,698 shares; 2025Q3: 8,517 shares; 2025Q4: 8,470 shares; 2026Q1: 8,275 shares 8,275 $7M 1.43% -195 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 4,442 shares; 2025Q1: 4,442 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 4,357 shares; 2026Q1: 4,351 shares 4,351 $6.41M 1.31% -6 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,308 shares; 2024Q4: 28,512 shares; 2025Q1: 30,436 shares; 2025Q2: 30,511 shares; 2025Q3: 30,516 shares; 2025Q4: 30,025 shares; 2026Q1: 30,099 shares 30,099 $5.91M 1.21% +74 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: 19,767 shares; 2024Q4: 19,795 shares; 2025Q1: 19,534 shares; 2025Q2: 19,563 shares; 2025Q3: 19,587 shares; 2025Q4: 19,649 shares; 2026Q1: 19,817 shares 19,817 $5.83M 1.19% +168 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,837 shares; 2024Q4: 459,449 shares; 2025Q1: 447,956 shares; 2025Q2: 442,278 shares; 2025Q3: 433,368 shares; 2025Q4: 437,984 shares; 2026Q1: 461,897 shares 461,897 $5M 1.02% +23,913 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,758 shares; 2024Q4: 71,264 shares; 2025Q1: 72,352 shares; 2025Q2: 74,511 shares; 2025Q3: 72,618 shares; 2025Q4: 73,602 shares; 2026Q1: 78,757 shares 78,757 $4.63M 0.95% +5,155 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: 25,166 shares; 2024Q4: 24,873 shares; 2025Q1: 19,797 shares; 2025Q2: 18,057 shares; 2025Q3: 17,231 shares; 2025Q4: 16,625 shares; 2026Q1: 18,174 shares 18,174 $4.61M 0.94% +1,549 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,971 shares; 2024Q4: 251,698 shares; 2025Q1: 256,974 shares; 2025Q2: 281,283 shares; 2025Q3: 284,605 shares; 2025Q4: 290,261 shares; 2026Q1: 281,849 shares 281,849 $4.11M 0.84% -8,412 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: 25,540 shares; 2024Q4: 27,296 shares; 2025Q1: 28,580 shares; 2025Q2: 28,146 shares; 2025Q3: 30,036 shares; 2025Q4: 65,148 shares; 2026Q1: 66,650 shares 66,650 $4.08M 0.83% +1,502 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,727 shares; 2024Q4: 8,738 shares; 2025Q1: 7,613 shares; 2025Q2: 7,444 shares; 2025Q3: 6,836 shares; 2025Q4: 7,033 shares; 2026Q1: 6,750 shares 6,750 $4.08M 0.83% -283 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: 86,125 shares; 2025Q3: 67,775 shares; 2025Q4: 73,550 shares; 2026Q1: 63,485 shares 63,485 $4.08M 0.83% -10,065 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,934 shares; 2024Q4: 78,684 shares; 2025Q1: 76,934 shares; 2025Q2: 76,371 shares; 2025Q3: 76,541 shares; 2025Q4: 76,266 shares; 2026Q1: 76,470 shares 76,470 $4.03M 0.82% +204 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,839 shares; 2024Q4: 215,989 shares; 2025Q1: 282,562 shares; 2025Q2: 348,021 shares; 2025Q3: 356,475 shares; 2025Q4: 364,275 shares; 2026Q1: 323,238 shares 323,238 $3.9M 0.8% -41,037 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: 4,355 shares; 2024Q4: 4,285 shares; 2025Q1: 4,390 shares; 2025Q2: 4,545 shares; 2025Q3: 6,055 shares; 2025Q4: 8,108 shares; 2026Q1: 8,269 shares 8,269 $3.81M 0.78% +161 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: 56,887 shares; 2024Q4: 56,254 shares; 2025Q1: 55,301 shares; 2025Q2: 54,059 shares; 2025Q3: 52,018 shares; 2025Q4: 50,300 shares; 2026Q1: 50,843 shares 50,843 $3.38M 0.69% +543 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,855 shares; 2025Q1: 15,580 shares; 2025Q2: 14,570 shares; 2025Q3: 15,165 shares; 2025Q4: 16,597 shares; 2026Q1: 18,307 shares 18,307 $3.35M 0.68% +1,710 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: 11,545 shares; 2024Q4: 12,127 shares; 2025Q1: 13,586 shares; 2025Q2: 14,955 shares; 2025Q3: 15,207 shares; 2025Q4: 15,854 shares; 2026Q1: 17,370 shares 17,370 $3.33M 0.68% +1,516 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: 6,340 shares; 2024Q4: 7,840 shares; 2025Q1: 10,440 shares; 2025Q2: 10,599 shares; 2025Q3: 10,329 shares; 2025Q4: 12,573 shares; 2026Q1: 16,158 shares 16,158 $3.29M 0.67% +3,585 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 21,350 shares; 2025Q1: 21,350 shares; 2025Q2: 21,350 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares; 2026Q1: 21,350 shares 21,350 $3.16M 0.65% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,386 shares; 2024Q4: 87,953 shares; 2025Q1: 95,349 shares; 2025Q2: 116,997 shares; 2025Q3: 123,158 shares; 2025Q4: 150,388 shares; 2026Q1: 171,972 shares 171,972 $3.1M 0.63% +21,584 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: 6,788 shares; 2024Q4: 6,788 shares; 2025Q1: 6,724 shares; 2025Q2: 6,685 shares; 2025Q3: 6,595 shares; 2025Q4: 6,513 shares; 2026Q1: 6,201 shares 6,201 $2.97M 0.61% -312 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: 10,797 shares; 2024Q4: 10,798 shares; 2025Q1: 10,639 shares; 2025Q2: 10,570 shares; 2025Q3: 9,588 shares; 2025Q4: 9,333 shares; 2026Q1: 9,799 shares 9,799 $2.96M 0.6% +466 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: 25,837 shares; 2024Q4: 25,837 shares; 2025Q1: 25,237 shares; 2025Q2: 25,482 shares; 2025Q3: 25,394 shares; 2025Q4: 23,003 shares; 2026Q1: 24,811 shares 24,811 $2.94M 0.6% +1,808 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: 919,020 shares; 2024Q4: 726,996 shares; 2025Q1: 705,271 shares; 2025Q2: 612,072 shares; 2025Q3: 530,997 shares; 2025Q4: 510,671 shares; 2026Q1: 539,296 shares 539,296 $2.79M 0.57% +28,625 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,195 shares; 2025Q1: 2,656 shares; 2025Q2: 2,696 shares; 2025Q3: 2,374 shares; 2025Q4: 19,220 shares; 2026Q1: 28,820 shares 28,820 $2.77M 0.57% +9,600 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: 18,735 shares; 2024Q4: 18,310 shares; 2025Q1: 18,410 shares; 2025Q2: 18,410 shares; 2025Q3: 18,390 shares; 2025Q4: 18,177 shares; 2026Q1: 18,177 shares 18,177 $2.74M 0.56% 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: 27,704 shares; 2024Q4: 29,004 shares; 2025Q1: 29,814 shares; 2025Q2: 25,243 shares; 2025Q3: 27,028 shares; 2025Q4: 22,428 shares; 2026Q1: 21,357 shares 21,357 $2.68M 0.55% -1,071 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: 4,566 shares; 2024Q4: 5,728 shares; 2025Q1: 6,849 shares; 2025Q2: 6,849 shares; 2025Q3: 8,931 shares; 2025Q4: 21,264 shares; 2026Q1: 22,608 shares 22,608 $2.67M 0.55% +1,344 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: 19,060 shares; 2024Q4: 17,280 shares; 2025Q1: 9,425 shares; 2025Q2: 8,908 shares; 2025Q3: 7,978 shares; 2025Q4: 8,803 shares; 2026Q1: 6,101 shares 6,101 $2.63M 0.54% -2,702 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: 21,146 shares; 2024Q4: 23,596 shares; 2025Q1: 23,088 shares; 2025Q2: 22,526 shares; 2025Q3: 22,003 shares; 2025Q4: 21,203 shares; 2026Q1: 20,798 shares 20,798 $2.59M 0.53% -405 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: 1,011 shares; 2024Q4: 7,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,154 shares; 2026Q1: 8,069 shares 8,069 $2.59M 0.53% +915 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,919 shares; 2024Q4: 210,674 shares; 2025Q1: 199,668 shares; 2025Q2: 176,243 shares; 2025Q3: 174,277 shares; 2025Q4: 177,847 shares; 2026Q1: 156,237 shares 156,237 $2.53M 0.52% -21,610 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: 8,858 shares; 2024Q4: 8,963 shares; 2025Q1: 8,719 shares; 2025Q2: 8,719 shares; 2025Q3: 8,724 shares; 2025Q4: 8,734 shares; 2026Q1: 8,751 shares 8,751 $2.51M 0.51% +17 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: 18,470 shares; 2024Q4: 18,885 shares; 2025Q1: 19,146 shares; 2025Q2: 18,928 shares; 2025Q3: 18,795 shares; 2025Q4: 18,857 shares; 2026Q1: 18,875 shares 18,875 $2.43M 0.5% +18 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: 6,186 shares; 2024Q4: 6,207 shares; 2025Q1: 6,230 shares; 2025Q2: 7,986 shares; 2025Q3: 8,099 shares; 2025Q4: 7,783 shares; 2026Q1: 7,383 shares 7,383 $2.43M 0.5% -400 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,840 shares; 2024Q4: 45,840 shares; 2025Q1: 45,565 shares; 2025Q2: 81,792 shares; 2025Q3: 81,432 shares; 2025Q4: 81,232 shares; 2026Q1: 81,232 shares 81,232 $2.42M 0.49% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,934 shares; 2025Q1: 7,961 shares; 2025Q2: 7,290 shares; 2025Q3: 7,382 shares; 2025Q4: 6,882 shares; 2026Q1: 10,948 shares 10,948 $2.38M 0.49% +4,066 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: 55,097 shares; 2024Q4: 44,618 shares; 2025Q1: 39,834 shares; 2025Q2: 36,446 shares; 2025Q3: 30,145 shares; 2025Q4: 24,508 shares; 2026Q1: 21,861 shares 21,861 $2.37M 0.48% -2,647 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: 7,860 shares; 2024Q4: 7,860 shares; 2025Q1: 7,860 shares; 2025Q2: 7,240 shares; 2025Q3: 7,380 shares; 2025Q4: 7,431 shares; 2026Q1: 7,624 shares 7,624 $2.36M 0.48% +193 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: 6,131 shares; 2024Q4: 6,126 shares; 2025Q1: 6,135 shares; 2025Q2: 6,137 shares; 2025Q3: 6,139 shares; 2025Q4: 6,474 shares; 2026Q1: 10,784 shares 10,784 $2.35M 0.48% +4,310 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: 26,195 shares; 2026Q1: 25,555 shares 25,555 $2.33M 0.47% -640 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: 9,722 shares; 2024Q4: 9,970 shares; 2025Q1: 11,204 shares; 2025Q2: 13,127 shares; 2025Q3: 13,015 shares; 2025Q4: 14,313 shares; 2026Q1: 14,962 shares 14,962 $2.32M 0.47% +649 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 152,180 shares; 2025Q3: 168,509 shares; 2025Q4: 197,482 shares; 2026Q1: 203,623 shares 203,623 $2.3M 0.47% +6,141 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: 23,414 shares; 2024Q4: 22,774 shares; 2025Q1: 22,782 shares; 2025Q2: 23,859 shares; 2025Q3: 23,868 shares; 2025Q4: 23,262 shares; 2026Q1: 23,259 shares 23,259 $2.24M 0.46% -3 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: 13,705 shares; 2024Q4: 13,761 shares; 2025Q1: 13,164 shares; 2025Q2: 13,094 shares; 2025Q3: 13,145 shares; 2025Q4: 13,148 shares; 2026Q1: 13,100 shares 13,100 $2.21M 0.45% -48 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,761 shares; 2024Q4: 171,291 shares; 2025Q1: 178,121 shares; 2025Q2: 173,303 shares; 2025Q3: 170,957 shares; 2025Q4: 180,096 shares; 2026Q1: 193,394 shares 193,394 $2.21M 0.45% +13,298 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,322 shares; 2024Q4: 112,409 shares; 2025Q1: 118,984 shares; 2025Q2: 118,090 shares; 2025Q3: 112,702 shares; 2025Q4: 114,320 shares; 2026Q1: 114,427 shares 114,427 $2.21M 0.45% +107 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,375 shares; 2025Q1: 2,825 shares; 2025Q2: 1,350 shares; 2025Q3: 1,250 shares; 2025Q4: 3,285 shares; 2026Q1: 3,222 shares 3,222 $2.2M 0.45% -63 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: 51,401 shares; 2024Q4: 51,027 shares; 2025Q1: 50,776 shares; 2025Q2: 50,866 shares; 2025Q3: 46,505 shares; 2025Q4: 45,436 shares; 2026Q1: 44,930 shares 44,930 $2.19M 0.45% -506 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: 2,538 shares; 2024Q4: 5,026 shares; 2025Q1: 5,226 shares; 2025Q2: 7,105 shares; 2025Q3: 12,965 shares; 2025Q4: 10,704 shares; 2026Q1: 13,416 shares 13,416 $2.15M 0.44% +2,712 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: 7,560 shares; 2024Q4: 7,310 shares; 2025Q1: 7,185 shares; 2025Q2: 7,186 shares; 2025Q3: 7,185 shares; 2025Q4: 6,935 shares; 2026Q1: 7,028 shares 7,028 $2.13M 0.43% +93 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 2,033 shares; 2025Q2: 2,650 shares; 2025Q3: 2,743 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares 2,715 $2.1M 0.43% 0 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,576 shares; 2024Q4: 106,576 shares; 2025Q1: 106,576 shares; 2025Q2: 100,576 shares; 2025Q3: 97,576 shares; 2025Q4: 97,576 shares; 2026Q1: 97,576 shares 97,576 $2.09M 0.43% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,414 shares; 2024Q4: 18,619 shares; 2025Q1: 18,309 shares; 2025Q2: 18,315 shares; 2025Q3: 17,760 shares; 2025Q4: 17,769 shares; 2026Q1: 17,469 shares 17,469 $2.01M 0.41% -300 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: 8,000 shares; 2024Q4: 8,500 shares; 2025Q1: 8,920 shares; 2025Q2: 8,375 shares; 2025Q3: 8,375 shares; 2025Q4: 8,275 shares; 2026Q1: 7,925 shares 7,925 $1.99M 0.41% -350 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: 4,575 shares; 2024Q4: 5,025 shares; 2025Q1: 4,695 shares; 2025Q2: 5,844 shares; 2025Q3: 6,537 shares; 2025Q4: 7,075 shares; 2026Q1: 8,021 shares 8,021 $1.95M 0.4% +946 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545,533 shares; 2024Q4: 547,533 shares; 2025Q1: 548,133 shares; 2025Q2: 548,133 shares; 2025Q3: 543,133 shares; 2025Q4: 523,383 shares; 2026Q1: 546,083 shares 546,083 $1.91M 0.39% +22,700 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: 5,720 shares; 2024Q4: 5,810 shares; 2025Q1: 5,712 shares; 2025Q2: 5,493 shares; 2025Q3: 5,496 shares; 2025Q4: 2,617 shares; 2026Q1: 2,602 shares 2,602 $1.84M 0.38% -15 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: 567 shares; 2024Q4: 639 shares; 2025Q1: 573 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,306 shares; 2026Q1: 3,071 shares 3,071 $1.84M 0.37% +765 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: 5,626 shares; 2024Q4: 5,867 shares; 2025Q1: 6,040 shares; 2025Q2: 5,622 shares; 2025Q3: 6,798 shares; 2025Q4: 7,380 shares; 2026Q1: 7,414 shares 7,414 $1.8M 0.37% +34 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,627 shares; 2024Q4: 28,651 shares; 2025Q1: 31,413 shares; 2025Q2: 32,116 shares; 2025Q3: 31,920 shares; 2025Q4: 34,793 shares; 2026Q1: 36,326 shares 36,326 $1.79M 0.37% +1,533 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: 4,720 shares; 2024Q4: 4,771 shares; 2025Q1: 4,421 shares; 2025Q2: 5,916 shares; 2025Q3: 6,491 shares; 2025Q4: 9,775 shares; 2026Q1: 12,002 shares 12,002 $1.76M 0.36% +2,227 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: 10,632 shares; 2024Q4: 12,743 shares; 2025Q1: 13,621 shares; 2025Q2: 14,201 shares; 2025Q3: 13,122 shares; 2025Q4: 12,699 shares; 2026Q1: 11,760 shares 11,760 $1.73M 0.35% -939 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: 32,425 shares; 2024Q4: 28,425 shares; 2025Q1: 32,918 shares; 2025Q2: 27,968 shares; 2025Q3: 28,509 shares; 2025Q4: 23,603 shares; 2026Q1: 23,793 shares 23,793 $1.71M 0.35% +190 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,823 shares; 2024Q4: 17,403 shares; 2025Q1: 17,437 shares; 2025Q2: 17,471 shares; 2025Q3: 17,509 shares; 2025Q4: 18,149 shares; 2026Q1: 18,133 shares 18,133 $1.68M 0.34% -16 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: 2,623 shares; 2024Q4: 2,608 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 4,944 shares; 2025Q4: 6,379 shares; 2026Q1: 8,319 shares 8,319 $1.65M 0.34% +1,940 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: 4,953 shares; 2024Q4: 3,048 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 5,506 shares; 2025Q4: 3,087 shares; 2026Q1: 6,635 shares 6,635 $1.61M 0.33% +3,548 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: 425 shares; 2024Q4: 1,077 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,506 shares; 2025Q4: 1,585 shares; 2026Q1: 1,726 shares 1,726 $1.59M 0.32% +141 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS 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: 61,036 shares; 2025Q3: 68,411 shares; 2025Q4: 72,110 shares; 2026Q1: 75,963 shares 75,963 $1.58M 0.32% +3,853 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: 5,675 shares; 2024Q4: 5,375 shares; 2025Q1: 5,375 shares; 2025Q2: 5,375 shares; 2025Q3: 5,350 shares; 2025Q4: 4,565 shares; 2026Q1: 4,561 shares 4,561 $1.57M 0.32% -4 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: 2,274 shares; 2024Q4: 2,278 shares; 2025Q1: 2,313 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,365 shares; 2026Q1: 2,385 shares 2,385 $1.56M 0.32% +20 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,122 shares; 2025Q3: 6,279 shares; 2025Q4: 9,902 shares; 2026Q1: 10,712 shares 10,712 $1.55M 0.32% +810 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: 8,560 shares; 2024Q4: 7,711 shares; 2025Q1: 7,162 shares; 2025Q2: 6,913 shares; 2025Q3: 6,914 shares; 2025Q4: 7,615 shares; 2026Q1: 7,616 shares 7,616 $1.47M 0.3% +1 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: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 2,632 shares; 2026Q1: 2,896 shares 2,896 $1.45M 0.3% +264 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,375 shares; 2024Q4: 25,950 shares; 2025Q1: 30,750 shares; 2025Q2: 33,750 shares; 2025Q3: 31,750 shares; 2025Q4: 33,000 shares; 2026Q1: 32,800 shares 32,800 $1.41M 0.29% -200 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: 16,538 shares; 2024Q4: 16,773 shares; 2025Q1: 18,434 shares; 2025Q2: 17,684 shares; 2025Q3: 13,911 shares; 2025Q4: 13,536 shares; 2026Q1: 12,536 shares 12,536 $1.4M 0.29% -1,000 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: not reported; 2024Q4: 4,230 shares; 2025Q1: 4,746 shares; 2025Q2: not reported; 2025Q3: 4,131 shares; 2025Q4: 8,542 shares; 2026Q1: 9,645 shares 9,645 $1.39M 0.28% +1,103 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: 13,765 shares; 2024Q4: 19,910 shares; 2025Q1: 21,051 shares; 2025Q2: 18,927 shares; 2025Q3: 17,451 shares; 2025Q4: 18,046 shares; 2026Q1: 21,041 shares 21,041 $1.37M 0.28% +2,995 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: 88,751 shares; 2024Q4: 99,644 shares; 2025Q1: 88,628 shares; 2025Q2: 56,612 shares; 2025Q3: 51,042 shares; 2025Q4: 48,574 shares; 2026Q1: 48,605 shares 48,605 $1.36M 0.28% +31 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: 9,776 shares; 2024Q4: 10,230 shares; 2025Q1: 10,402 shares; 2025Q2: 5,847 shares; 2025Q3: 8,658 shares; 2025Q4: 11,878 shares; 2026Q1: 5,966 shares 5,966 $1.35M 0.28% -5,912 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: 1,684 shares; 2024Q4: 1,385 shares; 2025Q1: 874 shares; 2025Q2: 1,172 shares; 2025Q3: 1,131 shares; 2025Q4: 6,890 shares; 2026Q1: 12,876 shares 12,876 $1.35M 0.27% +5,986 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,927 shares 121,927 $1.35M 0.27% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,434 shares; 2024Q4: 93,953 shares; 2025Q1: 97,653 shares; 2025Q2: 79,594 shares; 2025Q3: 83,861 shares; 2025Q4: 136,434 shares; 2026Q1: 123,702 shares 123,702 $1.34M 0.27% -12,732 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 6,085 shares; 2025Q3: 6,085 shares; 2025Q4: 6,485 shares; 2026Q1: 6,685 shares 6,685 $1.33M 0.27% +200 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,032 shares; 2025Q1: 8,528 shares; 2025Q2: 10,044 shares; 2025Q3: 11,118 shares; 2025Q4: 13,149 shares; 2026Q1: 13,529 shares 13,529 $1.33M 0.27% +380 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,730 shares; 2026Q1: 2,990 shares 2,990 $1.31M 0.27% +260 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,930 shares; 2025Q1: 9,429 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares; 2025Q4: 9,404 shares; 2026Q1: 16,129 shares 16,129 $1.29M 0.26% +6,725 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: 10,739 shares; 2024Q4: 11,164 shares; 2025Q1: 10,939 shares; 2025Q2: 12,114 shares; 2025Q3: 10,314 shares; 2025Q4: 10,289 shares; 2026Q1: 10,089 shares 10,089 $1.29M 0.26% -200 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: 11,047 shares; 2024Q4: 11,001 shares; 2025Q1: 9,232 shares; 2025Q2: 9,039 shares; 2025Q3: 8,985 shares; 2025Q4: 8,906 shares; 2026Q1: 8,863 shares 8,863 $1.29M 0.26% -43 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: 18,615 shares; 2024Q4: 18,509 shares; 2025Q1: 18,987 shares; 2025Q2: 20,678 shares; 2025Q3: 22,267 shares; 2025Q4: 28,634 shares; 2026Q1: 34,420 shares 34,420 $1.28M 0.26% +5,786 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: 2,732 shares; 2024Q4: 3,728 shares; 2025Q1: 3,829 shares; 2025Q2: 3,829 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares; 2026Q1: 3,852 shares 3,852 $1.27M 0.26% +1 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: 7,308 shares; 2025Q1: 8,226 shares; 2025Q2: 9,343 shares; 2025Q3: 9,093 shares; 2025Q4: 9,443 shares; 2026Q1: 10,288 shares 10,288 $1.26M 0.26% +845 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: 9,174 shares; 2024Q4: 9,175 shares; 2025Q1: 8,938 shares; 2025Q2: 8,939 shares; 2025Q3: 8,894 shares; 2025Q4: 14,049 shares; 2026Q1: 12,299 shares 12,299 $1.26M 0.26% -1,750 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,190 shares; 2025Q2: 17,040 shares; 2025Q3: 25,540 shares; 2025Q4: 69,990 shares; 2026Q1: 87,282 shares 87,282 $1.25M 0.26% +17,292 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: not reported; 2024Q4: 8,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,728 shares; 2025Q4: 13,886 shares; 2026Q1: 14,681 shares 14,681 $1.25M 0.26% +795 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: 33,927 shares; 2024Q4: 44,787 shares; 2025Q1: 43,718 shares; 2025Q2: 42,907 shares; 2025Q3: 42,837 shares; 2025Q4: 16,291 shares; 2026Q1: 16,112 shares 16,112 $1.25M 0.26% -179 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,859 shares; 2024Q4: 49,859 shares; 2025Q1: 42,051 shares; 2025Q2: 42,251 shares; 2025Q3: 42,051 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares 31,000 $1.25M 0.26% 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: 21,429 shares; 2024Q4: 15,404 shares; 2025Q1: 11,204 shares; 2025Q2: 10,904 shares; 2025Q3: 10,904 shares; 2025Q4: 10,647 shares; 2026Q1: 8,947 shares 8,947 $1.25M 0.25% -1,700 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,405 shares; 2024Q4: 280,905 shares; 2025Q1: 320,905 shares; 2025Q2: 329,805 shares; 2025Q3: 331,805 shares; 2025Q4: 285,417 shares; 2026Q1: 290,417 shares 290,417 $1.25M 0.25% +5,000 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: 4,580 shares; 2024Q4: 4,755 shares; 2025Q1: 5,905 shares; 2025Q2: 5,957 shares; 2025Q3: 6,150 shares; 2025Q4: 6,795 shares; 2026Q1: 6,841 shares 6,841 $1.19M 0.24% +46 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 9,505 shares; 2026Q1: 12,870 shares 12,870 $1.19M 0.24% +3,365 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: 696 shares; 2025Q2: 706 shares; 2025Q3: 871 shares; 2025Q4: 891 shares; 2026Q1: 890 shares 890 $1.18M 0.24% -1 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,125 shares; 2026Q1: 8,542 shares 8,542 $1.17M 0.24% +1,417 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: 6,426 shares; 2024Q4: 10,069 shares; 2025Q1: 11,866 shares; 2025Q2: 8,729 shares; 2025Q3: 9,485 shares; 2025Q4: 10,021 shares; 2026Q1: 9,629 shares 9,629 $1.17M 0.24% -392 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,300 shares; 2024Q4: 37,000 shares; 2025Q1: 32,000 shares; 2025Q2: 49,083 shares; 2025Q3: 49,324 shares; 2025Q4: 52,095 shares; 2026Q1: 53,021 shares 53,021 $1.16M 0.24% +926 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 102 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 130 shares; 2026Q1: 275 shares 275 $1.16M 0.24% +145 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,440 shares; 2024Q4: 15,455 shares; 2025Q1: 14,105 shares; 2025Q2: 13,505 shares; 2025Q3: 10,855 shares; 2025Q4: 9,630 shares; 2026Q1: 9,325 shares 9,325 $1.15M 0.23% -305 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: 29,992 shares; 2024Q4: 28,498 shares; 2025Q1: 26,954 shares; 2025Q2: 26,272 shares; 2025Q3: 19,180 shares; 2025Q4: 18,788 shares; 2026Q1: 18,796 shares 18,796 $1.14M 0.23% +8 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 274 shares; 2026Q1: 650 shares 650 $1.12M 0.23% +376 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,672 shares; 2025Q3: 9,115 shares; 2025Q4: 12,071 shares; 2026Q1: 12,280 shares 12,280 $1.12M 0.23% +209 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 5,565 shares; 2025Q1: 5,390 shares; 2025Q2: 5,241 shares; 2025Q3: 4,062 shares; 2025Q4: 4,577 shares; 2026Q1: 4,542 shares 4,542 $1.11M 0.23% -35 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: not reported; 2025Q1: 18,531 shares; 2025Q2: 12,707 shares; 2025Q3: 4,500 shares; 2025Q4: not reported; 2026Q1: 12,007 shares 12,007 $1.1M 0.22% new 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: 1,549 shares; 2024Q4: 1,595 shares; 2025Q1: 1,857 shares; 2025Q2: 1,740 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,902 shares 1,902 $1.1M 0.22% +177 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: 9,780 shares; 2024Q4: 9,780 shares; 2025Q1: 9,280 shares; 2025Q2: 8,361 shares; 2025Q3: 8,361 shares; 2025Q4: 8,711 shares; 2026Q1: 9,511 shares 9,511 $1.08M 0.22% +800 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,438 shares; 2025Q1: 15,618 shares; 2025Q2: 18,448 shares; 2025Q3: 19,066 shares; 2025Q4: 11,926 shares; 2026Q1: 11,829 shares 11,829 $1.06M 0.22% -97 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,463 shares; 2024Q4: 19,463 shares; 2025Q1: 39,151 shares; 2025Q2: 17,647 shares; 2025Q3: 14,333 shares; 2025Q4: 12,538 shares; 2026Q1: 10,460 shares 10,460 $1.05M 0.21% -2,078 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 3,335 shares; 2025Q1: 3,336 shares; 2025Q2: 3,237 shares; 2025Q3: 3,239 shares; 2025Q4: 3,240 shares; 2026Q1: 3,314 shares 3,314 $1.03M 0.21% +74 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,025 shares; 2024Q4: 72,500 shares; 2025Q1: 67,250 shares; 2025Q2: 59,825 shares; 2025Q3: 59,825 shares; 2025Q4: 59,825 shares; 2026Q1: 59,853 shares 59,853 $1.02M 0.21% +28 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,997 shares; 2025Q1: 5,074 shares; 2025Q2: 5,076 shares; 2025Q3: 5,079 shares; 2025Q4: 5,081 shares; 2026Q1: 9,296 shares 9,296 $1.02M 0.21% +4,215 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: 6,732 shares; 2024Q4: 6,732 shares; 2025Q1: 6,632 shares; 2025Q2: 6,482 shares; 2025Q3: 6,232 shares; 2025Q4: 6,299 shares; 2026Q1: 6,299 shares 6,299 $1.01M 0.21% 0 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW 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: 41,159 shares 41,159 $1M 0.2% new 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: 992 shares; 2024Q4: 982 shares; 2025Q1: 2,852 shares; 2025Q2: 2,843 shares; 2025Q3: 2,956 shares; 2025Q4: 2,919 shares; 2026Q1: 3,063 shares 3,063 $989K 0.2% +144 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 15,170 shares; 2025Q1: 16,350 shares; 2025Q2: 18,392 shares; 2025Q3: 24,742 shares; 2025Q4: 25,282 shares; 2026Q1: 25,682 shares 25,682 $971K 0.2% +400 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,735 shares; 2024Q4: 187,233 shares; 2025Q1: 187,773 shares; 2025Q2: 183,598 shares; 2025Q3: 190,548 shares; 2025Q4: 141,090 shares; 2026Q1: 135,540 shares 135,540 $931K 0.19% -5,550 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,462 shares; 2024Q4: 34,345 shares; 2025Q1: 33,345 shares; 2025Q2: 33,345 shares; 2025Q3: 33,345 shares; 2025Q4: 36,042 shares; 2026Q1: 33,775 shares 33,775 $923K 0.19% -2,267 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: 8,884 shares; 2024Q4: 12,637 shares; 2025Q1: 8,732 shares; 2025Q2: 10,881 shares; 2025Q3: 12,592 shares; 2025Q4: 21,908 shares; 2026Q1: 24,189 shares 24,189 $918K 0.19% +2,281 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: 1,561 shares; 2024Q4: 2,265 shares; 2025Q1: 2,566 shares; 2025Q2: not reported; 2025Q3: 2,143 shares; 2025Q4: 3,381 shares; 2026Q1: 3,367 shares 3,367 $911K 0.19% -14 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,200 shares; 2024Q4: 55,450 shares; 2025Q1: 102,322 shares; 2025Q2: 103,522 shares; 2025Q3: 138,586 shares; 2025Q4: 169,058 shares; 2026Q1: 173,608 shares 173,608 $899K 0.18% +4,550 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: 39,105 shares; 2024Q4: 37,415 shares; 2025Q1: 32,764 shares; 2025Q2: 31,314 shares; 2025Q3: 20,484 shares; 2025Q4: 17,665 shares; 2026Q1: 19,754 shares 19,754 $893K 0.18% +2,089 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 2,384 shares; 2025Q3: 1,320 shares; 2025Q4: 1,065 shares; 2026Q1: 1,021 shares 1,021 $884K 0.18% -44 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: not reported; 2024Q4: 5,987 shares; 2025Q1: 5,839 shares; 2025Q2: 5,921 shares; 2025Q3: 6,384 shares; 2025Q4: 6,359 shares; 2026Q1: 21,796 shares 21,796 $879K 0.18% +15,437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,475 shares 11,475 $879K 0.18% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: 12,014 shares; 2025Q1: 10,325 shares; 2025Q2: 10,325 shares; 2025Q3: 9,725 shares; 2025Q4: 9,725 shares; 2026Q1: 9,725 shares 9,725 $863K 0.18% 0 Timeline FGD 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: 27,364 shares; 2024Q4: 22,407 shares; 2025Q1: 28,427 shares; 2025Q2: 29,210 shares; 2025Q3: 29,285 shares; 2025Q4: 29,386 shares; 2026Q1: 27,002 shares 27,002 $862K 0.18% -2,384 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,890 shares 4,890 $830K 0.17% new 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: 7,079 shares; 2024Q4: 5,984 shares; 2025Q1: 5,996 shares; 2025Q2: 5,695 shares; 2025Q3: 4,053 shares; 2025Q4: 3,838 shares; 2026Q1: 3,291 shares 3,291 $816K 0.17% -547 Timeline GRID 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: not reported; 2024Q4: not reported; 2025Q1: 2,372 shares; 2025Q2: 3,941 shares; 2025Q3: 3,947 shares; 2025Q4: 4,886 shares; 2026Q1: 4,987 shares 4,987 $816K 0.17% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,980 shares 3,980 $815K 0.17% new 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: 14,615 shares; 2025Q2: 19,191 shares; 2025Q3: 19,491 shares; 2025Q4: 18,993 shares; 2026Q1: 18,193 shares 18,193 $803K 0.16% -800 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: 13,930 shares; 2024Q4: 18,810 shares; 2025Q1: 19,849 shares; 2025Q2: 18,840 shares; 2025Q3: 16,785 shares; 2025Q4: 6,456 shares; 2026Q1: 6,357 shares 6,357 $803K 0.16% -99 Timeline MCHI 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: 18,290 shares; 2024Q4: 18,309 shares; 2025Q1: 19,309 shares; 2025Q2: 18,320 shares; 2025Q3: 16,820 shares; 2025Q4: 14,183 shares; 2026Q1: 14,183 shares 14,183 $797K 0.16% 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: 15,677 shares; 2025Q3: 15,633 shares; 2025Q4: 2,075 shares; 2026Q1: 3,703 shares 3,703 $792K 0.16% +1,628 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,591 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,546 shares; 2025Q4: 1,517 shares; 2026Q1: 1,468 shares 1,468 $791K 0.16% -49 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: 30,200 shares; 2024Q4: 30,200 shares; 2025Q1: 23,950 shares; 2025Q2: 19,200 shares; 2025Q3: 19,200 shares; 2025Q4: 18,550 shares; 2026Q1: 18,550 shares 18,550 $787K 0.16% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: 12,509 shares; 2025Q1: 11,463 shares; 2025Q2: 11,510 shares; 2025Q3: 11,559 shares; 2025Q4: 11,902 shares; 2026Q1: 11,702 shares 11,702 $785K 0.16% -200 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: 8,477 shares; 2024Q4: 9,940 shares; 2025Q1: 10,826 shares; 2025Q2: 11,649 shares; 2025Q3: 3,232 shares; 2025Q4: 3,233 shares; 2026Q1: 3,168 shares 3,168 $783K 0.16% -65 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: 2,352 shares; 2024Q4: 2,353 shares; 2025Q1: 2,404 shares; 2025Q2: 2,437 shares; 2025Q3: 2,439 shares; 2025Q4: 3,004 shares; 2026Q1: 3,260 shares 3,260 $770K 0.16% +256 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,230 shares; 2025Q2: 12,305 shares; 2025Q3: 12,505 shares; 2025Q4: 12,705 shares; 2026Q1: 13,055 shares 13,055 $744K 0.15% +350 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,077 shares; 2025Q4: 1,962 shares; 2026Q1: 1,860 shares 1,860 $737K 0.15% -102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,537 shares; 2025Q3: 2,098 shares; 2025Q4: 2,967 shares; 2026Q1: 2,968 shares 2,968 $733K 0.15% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,328 shares 2,328 $731K 0.15% new Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 16,825 shares; 2025Q1: 15,925 shares; 2025Q2: 18,625 shares; 2025Q3: 18,739 shares; 2025Q4: 16,015 shares; 2026Q1: 16,292 shares 16,292 $712K 0.15% +277 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: 3,051 shares; 2024Q4: 3,051 shares; 2025Q1: 3,251 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $700K 0.14% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,050 shares; 2025Q1: 6,850 shares; 2025Q2: 7,462 shares; 2025Q3: 25,450 shares; 2025Q4: 26,700 shares; 2026Q1: 27,250 shares 27,250 $699K 0.14% +550 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,825 shares; 2024Q4: 74,525 shares; 2025Q1: 82,825 shares; 2025Q2: 85,975 shares; 2025Q3: 86,975 shares; 2025Q4: 51,125 shares; 2026Q1: 54,475 shares 54,475 $698K 0.14% +3,350 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,050 shares; 2024Q4: 9,250 shares; 2025Q1: 9,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,700 shares; 2025Q4: 18,350 shares; 2026Q1: 18,750 shares 18,750 $690K 0.14% +400 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,261 shares; 2025Q4: 1,253 shares; 2026Q1: 1,219 shares 1,219 $685K 0.14% -34 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 4,010 shares; 2025Q1: 3,860 shares; 2025Q2: 3,661 shares; 2025Q3: 2,751 shares; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares 2,301 $674K 0.14% 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: 43,234 shares; 2024Q4: 43,254 shares; 2025Q1: 45,020 shares; 2025Q2: 46,180 shares; 2025Q3: 46,205 shares; 2025Q4: 47,617 shares; 2026Q1: 16,105 shares 16,105 $661K 0.13% -31,512 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 5,700 shares; 2026Q1: 8,025 shares 8,025 $661K 0.13% +2,325 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 22,500 shares; 2025Q1: 23,552 shares; 2025Q2: 20,000 shares; 2025Q3: 17,500 shares; 2025Q4: 17,552 shares; 2026Q1: 17,552 shares 17,552 $657K 0.13% 0 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: 9,315 shares; 2024Q4: 9,770 shares; 2025Q1: 9,863 shares; 2025Q2: 9,938 shares; 2025Q3: 10,061 shares; 2025Q4: 9,835 shares; 2026Q1: 2,690 shares 2,690 $657K 0.13% -7,145 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 6,496 shares; 2025Q1: 6,339 shares; 2025Q2: 6,339 shares; 2025Q3: 5,465 shares; 2025Q4: 3,421 shares; 2026Q1: 4,858 shares 4,858 $631K 0.13% +1,437 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: 7,274 shares; 2024Q4: 9,292 shares; 2025Q1: 9,817 shares; 2025Q2: 9,827 shares; 2025Q3: 9,827 shares; 2025Q4: 9,842 shares; 2026Q1: 10,986 shares 10,986 $624K 0.13% +1,144 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,264 shares; 2024Q4: 19,054 shares; 2025Q1: 18,867 shares; 2025Q2: 13,007 shares; 2025Q3: 9,340 shares; 2025Q4: 10,183 shares; 2026Q1: 10,354 shares 10,354 $623K 0.13% +171 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,316 shares; 2025Q1: 16,024 shares; 2025Q2: 15,954 shares; 2025Q3: 15,954 shares; 2025Q4: 20,074 shares; 2026Q1: 20,718 shares 20,718 $621K 0.13% +644 Timeline SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,700 shares; 2024Q4: 206,050 shares; 2025Q1: 205,050 shares; 2025Q2: 176,550 shares; 2025Q3: 165,550 shares; 2025Q4: 147,550 shares; 2026Q1: 144,050 shares 144,050 $602K 0.12% -3,500 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: 5,169 shares; 2026Q1: 5,169 shares 5,169 $596K 0.12% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,019 shares; 2026Q1: 6,019 shares 6,019 $589K 0.12% 0 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: not reported; 2024Q4: 3,563 shares; 2025Q1: 4,421 shares; 2025Q2: 7,860 shares; 2025Q3: 7,860 shares; 2025Q4: 8,218 shares; 2026Q1: 9,154 shares 9,154 $574K 0.12% +936 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,449 shares; 2025Q4: not reported; 2026Q1: 3,631 shares 3,631 $549K 0.11% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 7,640 shares; 2025Q1: 6,640 shares; 2025Q2: 6,640 shares; 2025Q3: 6,640 shares; 2025Q4: 6,640 shares; 2026Q1: 6,640 shares 6,640 $547K 0.11% 0 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: 1,730 shares; 2024Q4: 3,800 shares; 2025Q1: 3,982 shares; 2025Q2: 4,190 shares; 2025Q3: 3,465 shares; 2025Q4: 2,769 shares; 2026Q1: 2,219 shares 2,219 $543K 0.11% -550 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,260 shares; 2026Q1: 4,015 shares 4,015 $541K 0.11% +1,755 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,668 shares; 2024Q4: 365,668 shares; 2025Q1: 345,668 shares; 2025Q2: 295,668 shares; 2025Q3: 224,668 shares; 2025Q4: 179,168 shares; 2026Q1: 173,168 shares 173,168 $537K 0.11% -6,000 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 353 shares; 2025Q3: 295 shares; 2025Q4: 276 shares; 2026Q1: 277 shares 277 $530K 0.11% +1 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,050 shares; 2025Q1: 27,000 shares; 2025Q2: 19,200 shares; 2025Q3: 6,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,100 shares 5,100 $529K 0.11% -500 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,193 shares; 2024Q4: 72,793 shares; 2025Q1: 76,293 shares; 2025Q2: 72,326 shares; 2025Q3: 69,854 shares; 2025Q4: 54,631 shares; 2026Q1: 52,705 shares 52,705 $528K 0.11% -1,926 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: 1,854 shares; 2025Q2: 2,754 shares; 2025Q3: 2,754 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares 3,260 $527K 0.11% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,188 shares; 2025Q3: 1,138 shares; 2025Q4: 1,313 shares; 2026Q1: 1,341 shares 1,341 $524K 0.11% +28 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 6,640 shares; 2026Q1: 8,215 shares 8,215 $521K 0.11% +1,575 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,819 shares; 2025Q1: 3,819 shares; 2025Q2: 3,919 shares; 2025Q3: 3,919 shares; 2025Q4: 3,746 shares; 2026Q1: 3,546 shares 3,546 $517K 0.11% -200 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: 5,875 shares; 2024Q4: 6,269 shares; 2025Q1: 6,535 shares; 2025Q2: 2,463 shares; 2025Q3: 5,862 shares; 2025Q4: 2,529 shares; 2026Q1: 2,475 shares 2,475 $515K 0.11% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 2,425 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares 2,675 $508K 0.1% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,983 shares; 2024Q4: 11,605 shares; 2025Q1: 10,778 shares; 2025Q2: 10,541 shares; 2025Q3: 9,275 shares; 2025Q4: 5,372 shares; 2026Q1: 5,381 shares 5,381 $505K 0.1% +9 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: 1,758 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares; 2026Q1: 1,778 shares 1,778 $505K 0.1% +54 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,550 shares; 2025Q2: 123,550 shares; 2025Q3: 121,050 shares; 2025Q4: 92,750 shares; 2026Q1: 136,250 shares 136,250 $499K 0.1% +43,500 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,923 shares; 2024Q4: 14,923 shares; 2025Q1: 13,719 shares; 2025Q2: 10,096 shares; 2025Q3: 10,096 shares; 2025Q4: 13,739 shares; 2026Q1: 12,321 shares 12,321 $499K 0.1% -1,418 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: 2,602 shares; 2024Q4: 2,651 shares; 2025Q1: 2,710 shares; 2025Q2: 2,717 shares; 2025Q3: 2,724 shares; 2025Q4: 2,330 shares; 2026Q1: 5,126 shares 5,126 $498K 0.1% +2,796 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,329 shares; 2024Q4: 114,912 shares; 2025Q1: 116,212 shares; 2025Q2: 131,062 shares; 2025Q3: 131,062 shares; 2025Q4: 132,446 shares; 2026Q1: 136,446 shares 136,446 $479K 0.1% +4,000 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: 5,500 shares; 2024Q4: 5,530 shares; 2025Q1: 6,050 shares; 2025Q2: 7,100 shares; 2025Q3: 7,200 shares; 2025Q4: 7,700 shares; 2026Q1: 8,075 shares 8,075 $477K 0.1% +375 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: 64,156 shares; 2024Q4: 63,385 shares; 2025Q1: 59,435 shares; 2025Q2: 55,985 shares; 2025Q3: 50,735 shares; 2025Q4: 32,785 shares; 2026Q1: 6,985 shares 6,985 $476K 0.1% -25,800 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,547 shares 12,547 $476K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,945 shares 5,945 $473K 0.1% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 19,724 shares; 2026Q1: 36,891 shares 36,891 $472K 0.1% +17,167 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: 1,796 shares; 2024Q4: 1,798 shares; 2025Q1: 1,814 shares; 2025Q2: 1,766 shares; 2025Q3: 1,769 shares; 2025Q4: 1,580 shares; 2026Q1: 1,594 shares 1,594 $471K 0.1% +14 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,127 shares; 2025Q1: 1,063 shares; 2025Q2: 1,016 shares; 2025Q3: 1,013 shares; 2025Q4: 945 shares; 2026Q1: 964 shares 964 $468K 0.1% +19 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,130 shares; 2024Q4: 17,276 shares; 2025Q1: 25,342 shares; 2025Q2: 25,690 shares; 2025Q3: 25,521 shares; 2025Q4: 25,868 shares; 2026Q1: 26,221 shares 26,221 $462K 0.09% +353 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB 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: 34,500 shares; 2026Q1: 73,944 shares 73,944 $461K 0.09% +39,444 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: 10,750 shares; 2024Q4: 11,786 shares; 2025Q1: 12,086 shares; 2025Q2: 11,089 shares; 2025Q3: 10,089 shares; 2025Q4: 9,939 shares; 2026Q1: 9,939 shares 9,939 $455K 0.09% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,070 shares; 2025Q1: 4,070 shares; 2025Q2: 7,323 shares; 2025Q3: 7,915 shares; 2025Q4: 3,070 shares; 2026Q1: 2,970 shares 2,970 $455K 0.09% -100 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,220 shares; 2025Q4: 1,300 shares; 2026Q1: 2,436 shares 2,436 $455K 0.09% +1,136 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: 13,884 shares; 2024Q4: 14,634 shares; 2025Q1: 14,278 shares; 2025Q2: 13,567 shares; 2025Q3: 13,306 shares; 2025Q4: 13,347 shares; 2026Q1: 15,637 shares 15,637 $453K 0.09% +2,290 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,161 shares; 2025Q1: 4,538 shares; 2025Q2: 4,538 shares; 2025Q3: 4,538 shares; 2025Q4: 3,859 shares; 2026Q1: 2,899 shares 2,899 $443K 0.09% -960 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 482 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $435K 0.09% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,182 shares; 2025Q4: 4,601 shares; 2026Q1: 5,618 shares 5,618 $433K 0.09% +1,017 Timeline HYS 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: 6,692 shares; 2024Q4: 6,557 shares; 2025Q1: 6,818 shares; 2025Q2: 6,921 shares; 2025Q3: 6,936 shares; 2025Q4: 6,952 shares; 2026Q1: 4,561 shares 4,561 $425K 0.09% -2,391 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,226 shares; 2024Q4: 88,204 shares; 2025Q1: 82,586 shares; 2025Q2: 41,641 shares; 2025Q3: 40,614 shares; 2025Q4: 40,614 shares; 2026Q1: 40,614 shares 40,614 $425K 0.09% 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: 1,783 shares; 2024Q4: 1,803 shares; 2025Q1: 1,811 shares; 2025Q2: 2,221 shares; 2025Q3: 2,230 shares; 2025Q4: 2,540 shares; 2026Q1: 2,447 shares 2,447 $423K 0.09% -93 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,675 shares; 2024Q4: 61,425 shares; 2025Q1: 61,425 shares; 2025Q2: 61,425 shares; 2025Q3: 56,425 shares; 2025Q4: 43,925 shares; 2026Q1: 42,225 shares 42,225 $420K 0.09% -1,700 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: 364 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 374 shares; 2025Q3: 375 shares; 2025Q4: 388 shares; 2026Q1: 421 shares 421 $419K 0.09% +33 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,450 shares; 2024Q4: 23,450 shares; 2025Q1: 23,450 shares; 2025Q2: 20,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares 14,450 $418K 0.09% 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: 4,672 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 5,872 shares; 2025Q3: 5,872 shares; 2025Q4: 6,872 shares; 2026Q1: 8,150 shares 8,150 $382K 0.08% +1,278 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: not reported; 2024Q4: 997 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 3,224 shares; 2025Q4: 938 shares; 2026Q1: 1,059 shares 1,059 $373K 0.08% +121 Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,702 shares; 2024Q4: 404,702 shares; 2025Q1: 404,702 shares; 2025Q2: 404,702 shares; 2025Q3: 404,702 shares; 2025Q4: 404,702 shares; 2026Q1: 404,702 shares 404,702 $372K 0.08% 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: 2,172 shares; 2025Q4: 2,127 shares; 2026Q1: 3,252 shares 3,252 $371K 0.08% +1,125 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 9,615 shares; 2025Q1: 10,095 shares; 2025Q2: 8,602 shares; 2025Q3: 6,609 shares; 2025Q4: 5,616 shares; 2026Q1: 5,623 shares 5,623 $360K 0.07% +7 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: not reported; 2024Q4: 3,458 shares; 2025Q1: 3,486 shares; 2025Q2: 4,038 shares; 2025Q3: 3,044 shares; 2025Q4: 3,051 shares; 2026Q1: 4,013 shares 4,013 $348K 0.07% +962 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,054 shares; 2024Q4: 14,980 shares; 2025Q1: 14,209 shares; 2025Q2: 13,826 shares; 2025Q3: 9,751 shares; 2025Q4: 9,762 shares; 2026Q1: 9,772 shares 9,772 $347K 0.07% +10 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: 4,533 shares; 2026Q1: 4,508 shares 4,508 $343K 0.07% -25 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 974 shares; 2026Q1: 1,045 shares 1,045 $342K 0.07% +71 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 6,385 shares 6,385 $341K 0.07% new Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 50,000 shares; 2025Q4: 61,000 shares; 2026Q1: 61,000 shares 61,000 $337K 0.07% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,750 shares 8,750 $331K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,566 shares 15,566 $325K 0.07% new Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares; 2026Q1: 4,000 shares 4,000 $322K 0.07% -1,500 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 8,529 shares; 2025Q4: 9,889 shares; 2026Q1: 10,089 shares 10,089 $320K 0.07% +200 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,072 shares; 2025Q4: 36,072 shares; 2026Q1: 36,072 shares 36,072 $311K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $308K 0.06% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 4,073 shares; 2025Q1: 3,435 shares; 2025Q2: 1,791 shares; 2025Q3: 1,807 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares 1,538 $304K 0.06% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,530 shares; 2025Q1: 3,534 shares; 2025Q2: 3,539 shares; 2025Q3: 3,544 shares; 2025Q4: 4,050 shares; 2026Q1: 4,055 shares 4,055 $297K 0.06% +5 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $293K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,982 shares; 2025Q1: 1,982 shares; 2025Q2: 1,982 shares; 2025Q3: 1,982 shares; 2025Q4: 2,082 shares; 2026Q1: 2,236 shares 2,236 $293K 0.06% +154 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,922 shares 2,922 $288K 0.06% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 14,250 shares; 2026Q1: 13,500 shares 13,500 $287K 0.06% -750 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,676 shares; 2026Q1: 1,677 shares 1,677 $285K 0.06% +1 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,167 shares; 2026Q1: 4,167 shares 4,167 $281K 0.06% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 7,131 shares; 2025Q1: not reported; 2025Q2: 5,845 shares; 2025Q3: 5,645 shares; 2025Q4: 5,845 shares; 2026Q1: 5,845 shares 5,845 $278K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,313 shares; 2026Q1: 1,588 shares 1,588 $275K 0.06% +275 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: not reported; 2024Q4: not reported; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 414 shares 414 $271K 0.06% -49 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: not reported; 2024Q4: not reported; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,887 shares 1,887 $265K 0.05% +876 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,738 shares; 2025Q1: 4,784 shares; 2025Q2: 4,854 shares; 2025Q3: 4,906 shares; 2025Q4: 4,962 shares; 2026Q1: 5,014 shares 5,014 $264K 0.05% +52 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly 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: 1,269 shares; 2026Q1: 1,269 shares 1,269 $258K 0.05% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares 1,825 $255K 0.05% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $255K 0.05% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,228 shares; 2026Q1: 14,228 shares 14,228 $253K 0.05% 0 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,340 shares; 2025Q4: 5,237 shares; 2026Q1: 5,263 shares 5,263 $251K 0.05% +26 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares 1,610 $242K 0.05% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP 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: 2,825 shares 2,825 $240K 0.05% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 699 shares 699 $237K 0.05% +28 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,224 shares; 2025Q1: 10,012 shares; 2025Q2: 9,912 shares; 2025Q3: 9,912 shares; 2025Q4: 8,796 shares; 2026Q1: 7,087 shares 7,087 $232K 0.05% -1,709 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,977 shares; 2024Q4: 6,577 shares; 2025Q1: 5,827 shares; 2025Q2: 4,827 shares; 2025Q3: 4,827 shares; 2025Q4: 4,817 shares; 2026Q1: 4,889 shares 4,889 $232K 0.05% +72 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 425 shares 425 $231K 0.05% -105 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: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 463 shares 463 $228K 0.05% +6 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,150 shares; 2025Q1: 6,163 shares; 2025Q2: 5,690 shares; 2025Q3: 5,718 shares; 2025Q4: 5,728 shares; 2026Q1: 5,742 shares 5,742 $227K 0.05% +14 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,495 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,810 shares 2,810 $223K 0.05% +415 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 2,040 shares 2,040 $223K 0.05% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,881 shares; 2026Q1: 6,881 shares 6,881 $222K 0.05% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 970 shares; 2025Q4: not reported; 2026Q1: 785 shares 785 $221K 0.05% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares 1,870 $220K 0.04% 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: not reported; 2024Q4: 5,877 shares; 2025Q1: 8,288 shares; 2025Q2: 8,187 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,200 shares 4,200 $217K 0.04% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,245 shares 1,245 $211K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,555 shares 1,555 $205K 0.04% new 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: not reported; 2024Q4: 6,112 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 3,796 shares 3,796 $205K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,918 shares 2,918 $204K 0.04% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,134 shares 2,134 $203K 0.04% new 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: 11,950 shares; 2024Q4: 12,350 shares; 2025Q1: 13,450 shares; 2025Q2: 10,900 shares; 2025Q3: 13,000 shares; 2025Q4: not reported; 2026Q1: 7,900 shares 7,900 $201K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404 shares 404 $200K 0.04% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 13,250 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 13,250 shares; 2026Q1: 13,250 shares 13,250 $189K 0.04% 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: 54,900 shares; 2024Q4: 36,750 shares; 2025Q1: 36,750 shares; 2025Q2: 34,500 shares; 2025Q3: 27,850 shares; 2025Q4: 22,450 shares; 2026Q1: 22,450 shares 22,450 $185K 0.04% 0 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,975 shares; 2024Q4: 17,175 shares; 2025Q1: 16,825 shares; 2025Q2: 16,825 shares; 2025Q3: 10,500 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares 10,050 $142K 0.03% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $80.4K 0.02% new Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,107 shares 12,107 $72.8K 0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 13,900 shares; 2026Q1: 13,900 shares 13,900 $31.4K 0.01% 0 Timeline QNCX QUINCE THERAPEUTICS INC More: the full row for QUINCE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,527 shares; 2024Q4: not reported; 2025Q1: 53,312 shares; 2025Q2: 53,312 shares; 2025Q3: not reported; 2025Q4: 53,312 shares; 2026Q1: 53,312 shares 53,312 $5.41K <0.01% 0 Timeline MNTSW MOMENTUS INC More: the full row for MOMENTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,199 shares; 2024Q4: 34,954 shares; 2025Q1: 34,954 shares; 2025Q2: 34,954 shares; 2025Q3: 34,954 shares; 2025Q4: 34,954 shares; 2026Q1: 33,255 shares 33,255 $678 <0.01% -1,699 Timeline TBLAW TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,500 shares; 2024Q4: 38,500 shares; 2025Q1: 38,500 shares; 2025Q2: 38,500 shares; 2025Q3: 38,500 shares; 2025Q4: 63,500 shares; 2026Q1: 63,500 shares 63,500 $635 <0.01% 0 Timeline BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,994 shares; 2024Q4: not reported; 2025Q1: 35,994 shares; 2025Q2: 35,994 shares; 2025Q3: 35,994 shares; 2025Q4: 35,994 shares; 2026Q1: 35,994 shares 35,994 $0 0% 0 Value filed as zero, left out of ratios.