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: 41,371 shares; 2024Q4: 40,440 shares; 2025Q1: 80,430 shares; 2025Q2: 79,881 shares; 2025Q3: 82,756 shares; 2025Q4: 84,735 shares; 2026Q1: 72,502 shares 72,502 $17.2M 5.43% -12,233 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,489 shares; 2024Q4: 280,826 shares; 2025Q1: 299,477 shares; 2025Q2: 314,522 shares; 2025Q3: 313,129 shares; 2025Q4: 328,956 shares; 2026Q1: 298,137 shares 298,137 $11.8M 3.74% -30,819 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,062 shares; 2024Q4: 164,661 shares; 2025Q1: 243,538 shares; 2025Q2: 694,420 shares; 2025Q3: 752,356 shares; 2025Q4: 754,000 shares; 2026Q1: 218,999 shares 218,999 $11.1M 3.52% -535,001 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: 19,958 shares; 2024Q4: 19,034 shares; 2025Q1: 26,234 shares; 2025Q2: 26,399 shares; 2025Q3: 32,454 shares; 2025Q4: 33,376 shares; 2026Q1: 24,773 shares 24,773 $9.27M 2.93% -8,603 Timeline ASST STRIVE INC More: the full row for STRIVE 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: 880,571 shares 880,571 $8.82M 2.79% new 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: 48,857 shares; 2024Q4: 48,202 shares; 2025Q1: 48,221 shares; 2025Q2: 47,576 shares; 2025Q3: 47,322 shares; 2025Q4: 47,403 shares; 2026Q1: 47,884 shares 47,884 $8.27M 2.61% +481 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,692 shares; 2024Q4: 67,749 shares; 2025Q1: 103,601 shares; 2025Q2: 97,238 shares; 2025Q3: 97,189 shares; 2025Q4: 93,461 shares; 2026Q1: 85,352 shares 85,352 $6.68M 2.11% -8,109 Timeline MDCX MEDICUS PHARMA LTD More: the full row for MEDICUS PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,457,165 shares; 2025Q1: 1,661,871 shares; 2025Q2: 1,586,871 shares; 2025Q3: 1,586,871 shares; 2025Q4: 1,586,871 shares; 2026Q1: 1,661,871 shares 1,661,871 $6.18M 1.95% +75,000 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,846 shares; 2024Q4: 125,900 shares; 2025Q1: 119,932 shares; 2025Q2: 157,643 shares; 2025Q3: 154,324 shares; 2025Q4: 164,580 shares; 2026Q1: 119,932 shares 119,932 $6.07M 1.92% -44,648 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: 12,186 shares; 2024Q4: 10,852 shares; 2025Q1: 14,207 shares; 2025Q2: 10,039 shares; 2025Q3: 11,489 shares; 2025Q4: 11,578 shares; 2026Q1: 10,683 shares 10,683 $6.05M 1.91% -895 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: 24,778 shares; 2024Q4: 24,535 shares; 2025Q1: 24,726 shares; 2025Q2: 24,472 shares; 2025Q3: 31,689 shares; 2025Q4: 33,730 shares; 2026Q1: 25,875 shares 25,875 $4.98M 1.57% -7,855 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: 28,618 shares; 2024Q4: 30,027 shares; 2025Q1: 36,486 shares; 2025Q2: 38,348 shares; 2025Q3: 56,425 shares; 2025Q4: 63,063 shares; 2026Q1: 38,191 shares 38,191 $4.82M 1.52% -24,872 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: 72,027 shares; 2024Q4: 70,593 shares; 2025Q1: 90,067 shares; 2025Q2: 107,893 shares; 2025Q3: 111,614 shares; 2025Q4: 114,945 shares; 2026Q1: 79,720 shares 79,720 $4.32M 1.37% -35,225 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: 6,195 shares; 2024Q4: 6,454 shares; 2025Q1: 6,739 shares; 2025Q2: 6,790 shares; 2025Q3: 8,538 shares; 2025Q4: 9,134 shares; 2026Q1: 7,454 shares 7,454 $4.29M 1.36% -1,680 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,797 shares; 2024Q4: 20,369 shares; 2025Q1: 23,974 shares; 2025Q2: 25,431 shares; 2025Q3: 22,389 shares; 2025Q4: 16,770 shares; 2026Q1: 24,091 shares 24,091 $4.12M 1.3% +7,321 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,506 shares; 2024Q4: 38,147 shares; 2025Q1: 38,389 shares; 2025Q2: 38,647 shares; 2025Q3: 38,854 shares; 2025Q4: 39,086 shares; 2026Q1: 38,389 shares 38,389 $4.09M 1.29% -697 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: 19,150 shares; 2024Q4: 18,807 shares; 2025Q1: 19,520 shares; 2025Q2: 19,849 shares; 2025Q3: 26,041 shares; 2025Q4: 27,318 shares; 2026Q1: 21,808 shares 21,808 $3.89M 1.23% -5,510 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: 12,102 shares; 2024Q4: 11,379 shares; 2025Q1: 13,949 shares; 2025Q2: 14,299 shares; 2025Q3: 16,414 shares; 2025Q4: 16,845 shares; 2026Q1: 14,722 shares 14,722 $3.82M 1.21% -2,123 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: 3,926 shares; 2024Q4: 3,251 shares; 2025Q1: 3,202 shares; 2025Q2: 3,134 shares; 2025Q3: 3,567 shares; 2025Q4: 6,344 shares; 2026Q1: 6,010 shares 6,010 $3.62M 1.14% -334 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 12,214 shares; 2025Q1: 12,020 shares; 2025Q2: 11,694 shares; 2025Q3: 13,867 shares; 2025Q4: 14,288 shares; 2026Q1: 12,432 shares 12,432 $3.4M 1.07% -1,856 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: 14,820 shares; 2024Q4: 14,658 shares; 2025Q1: 14,709 shares; 2025Q2: 14,775 shares; 2025Q3: 16,080 shares; 2025Q4: 16,306 shares; 2026Q1: 15,019 shares 15,019 $3.15M 1% -1,287 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,573 shares; 2024Q4: 61,924 shares; 2025Q1: 62,448 shares; 2025Q2: 62,817 shares; 2025Q3: 62,929 shares; 2025Q4: 61,080 shares; 2026Q1: 51,487 shares 51,487 $2.94M 0.93% -9,593 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,920 shares; 2024Q4: 30,155 shares; 2025Q1: 30,655 shares; 2025Q2: 28,724 shares; 2025Q3: 27,430 shares; 2025Q4: 27,252 shares; 2026Q1: 31,424 shares 31,424 $2.94M 0.93% +4,172 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: 7,815 shares; 2024Q4: 7,647 shares; 2025Q1: 7,662 shares; 2025Q2: 7,690 shares; 2025Q3: 6,010 shares; 2025Q4: 5,765 shares; 2026Q1: 7,690 shares 7,690 $2.81M 0.89% +1,925 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: 16,608 shares; 2024Q4: 16,051 shares; 2025Q1: 16,330 shares; 2025Q2: 16,184 shares; 2025Q3: 18,868 shares; 2025Q4: 20,028 shares; 2026Q1: 16,440 shares 16,440 $2.74M 0.86% -3,588 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: 40,004 shares; 2024Q4: 38,362 shares; 2025Q1: 37,481 shares; 2025Q2: 35,680 shares; 2025Q3: 35,213 shares; 2025Q4: 33,182 shares; 2026Q1: 40,493 shares 40,493 $2.59M 0.82% +7,311 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,390 shares; 2024Q4: 43,069 shares; 2025Q1: 69,633 shares; 2025Q2: 67,036 shares; 2025Q3: 64,149 shares; 2025Q4: 62,670 shares; 2026Q1: 43,470 shares 43,470 $2.56M 0.81% -19,200 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,525 shares; 2024Q4: 46,671 shares; 2025Q1: 47,747 shares; 2025Q2: 48,906 shares; 2025Q3: 55,478 shares; 2025Q4: 54,450 shares; 2026Q1: 49,182 shares 49,182 $2.42M 0.76% -5,268 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: 4,571 shares; 2024Q4: 4,003 shares; 2025Q1: 4,152 shares; 2025Q2: 4,459 shares; 2025Q3: 5,419 shares; 2025Q4: 5,492 shares; 2026Q1: 4,487 shares 4,487 $2.35M 0.74% -1,005 Timeline VYMI 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: 32,188 shares; 2024Q4: 30,843 shares; 2025Q1: 31,240 shares; 2025Q2: 31,749 shares; 2025Q3: 31,467 shares; 2025Q4: 30,746 shares; 2026Q1: 31,240 shares 31,240 $2.3M 0.73% +494 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: 6,709 shares; 2024Q4: 6,223 shares; 2025Q1: 6,383 shares; 2025Q2: 6,413 shares; 2025Q3: 7,295 shares; 2025Q4: 7,558 shares; 2026Q1: 6,627 shares 6,627 $2.29M 0.72% -931 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: 4,723 shares; 2024Q4: 4,493 shares; 2025Q1: 4,421 shares; 2025Q2: 6,611 shares; 2025Q3: 7,935 shares; 2025Q4: 6,892 shares; 2026Q1: 4,293 shares 4,293 $2.24M 0.71% -2,599 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,312 shares; 2024Q4: 7,634 shares; 2025Q1: 10,994 shares; 2025Q2: 13,015 shares; 2025Q3: 15,328 shares; 2025Q4: 18,179 shares; 2026Q1: 11,526 shares 11,526 $2.21M 0.7% -6,653 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,417 shares; 2024Q4: 45,875 shares; 2025Q1: 42,878 shares; 2025Q2: 35,819 shares; 2025Q3: 27,817 shares; 2025Q4: 46,680 shares; 2026Q1: 43,878 shares 43,878 $2.18M 0.69% -2,802 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,677 shares; 2024Q4: 37,892 shares; 2025Q1: 109,470 shares; 2025Q2: 110,657 shares; 2025Q3: 111,150 shares; 2025Q4: 112,201 shares; 2026Q1: 39,846 shares 39,846 $2.06M 0.65% -72,355 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: 14,880 shares; 2024Q4: 14,864 shares; 2025Q1: 15,280 shares; 2025Q2: 15,742 shares; 2025Q3: 17,122 shares; 2025Q4: 17,912 shares; 2026Q1: 15,509 shares 15,509 $2.04M 0.64% -2,403 Timeline EZU 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: 45,108 shares; 2024Q4: 42,572 shares; 2025Q1: 36,267 shares; 2025Q2: 36,428 shares; 2025Q3: 32,705 shares; 2025Q4: 31,682 shares; 2026Q1: 36,267 shares 36,267 $1.93M 0.61% +4,585 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,679 shares; 2024Q4: 33,695 shares; 2025Q1: 33,783 shares; 2025Q2: 34,142 shares; 2025Q3: 33,839 shares; 2025Q4: 33,469 shares; 2026Q1: 33,783 shares 33,783 $1.9M 0.6% +314 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,672 shares; 2024Q4: 40,206 shares; 2025Q1: 30,367 shares; 2025Q2: 49,124 shares; 2025Q3: 39,179 shares; 2025Q4: 35,568 shares; 2026Q1: 31,308 shares 31,308 $1.86M 0.59% -4,260 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: 6,666 shares; 2024Q4: 6,665 shares; 2025Q1: 6,656 shares; 2025Q2: 5,793 shares; 2025Q3: 6,815 shares; 2025Q4: 6,810 shares; 2026Q1: 6,749 shares 6,749 $1.86M 0.59% -61 Timeline EMXC 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: 44,257 shares; 2024Q4: 43,773 shares; 2025Q1: 34,505 shares; 2025Q2: 15,088 shares; 2025Q3: 14,731 shares; 2025Q4: 14,476 shares; 2026Q1: 33,580 shares 33,580 $1.85M 0.58% +19,104 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,920 shares; 2024Q4: 42,906 shares; 2025Q1: 39,944 shares; 2025Q2: 40,842 shares; 2025Q3: 40,623 shares; 2025Q4: 46,872 shares; 2026Q1: 39,944 shares 39,944 $1.82M 0.58% -6,928 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 2,954 shares; 2025Q1: 3,034 shares; 2025Q2: 3,072 shares; 2025Q3: 3,732 shares; 2025Q4: 3,793 shares; 2026Q1: 3,191 shares 3,191 $1.73M 0.55% -602 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: 2,646 shares; 2024Q4: 5,537 shares; 2025Q1: 6,514 shares; 2025Q2: 6,502 shares; 2025Q3: 7,447 shares; 2025Q4: 8,729 shares; 2026Q1: 7,488 shares 7,488 $1.68M 0.53% -1,241 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: 7,205 shares; 2024Q4: 7,502 shares; 2025Q1: 8,352 shares; 2025Q2: 8,775 shares; 2025Q3: 12,055 shares; 2025Q4: 12,756 shares; 2026Q1: 8,413 shares 8,413 $1.66M 0.53% -4,343 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: 11,764 shares; 2024Q4: 11,344 shares; 2025Q1: 12,247 shares; 2025Q2: 12,017 shares; 2025Q3: 12,953 shares; 2025Q4: 13,225 shares; 2026Q1: 12,104 shares 12,104 $1.64M 0.52% -1,121 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: 11,959 shares; 2024Q4: 10,746 shares; 2025Q1: 11,024 shares; 2025Q2: 9,967 shares; 2025Q3: 11,434 shares; 2025Q4: 11,631 shares; 2026Q1: 10,957 shares 10,957 $1.64M 0.52% -674 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,557 shares; 2025Q1: 5,527 shares; 2025Q2: 5,542 shares; 2025Q3: 6,240 shares; 2025Q4: 6,351 shares; 2026Q1: 5,575 shares 5,575 $1.64M 0.52% -776 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,160 shares; 2024Q4: 11,402 shares; 2025Q1: 12,018 shares; 2025Q2: 11,544 shares; 2025Q3: 11,948 shares; 2025Q4: 11,849 shares; 2026Q1: 11,027 shares 11,027 $1.62M 0.51% -822 Timeline BRK-A 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.6M 0.5% 0 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: 16,686 shares; 2024Q4: 15,697 shares; 2025Q1: 15,957 shares; 2025Q2: 15,597 shares; 2025Q3: 15,756 shares; 2025Q4: 15,788 shares; 2026Q1: 16,320 shares 16,320 $1.6M 0.5% +532 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,962 shares; 2024Q4: 29,498 shares; 2025Q1: 29,809 shares; 2025Q2: 34,617 shares; 2025Q3: 34,556 shares; 2025Q4: 35,903 shares; 2026Q1: 27,193 shares 27,193 $1.56M 0.49% -8,710 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 12,557 shares; 2025Q1: 12,575 shares; 2025Q2: 12,752 shares; 2025Q3: 14,695 shares; 2025Q4: 14,666 shares; 2026Q1: 12,651 shares 12,651 $1.5M 0.47% -2,015 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,359 shares; 2024Q4: 14,031 shares; 2025Q1: 14,320 shares; 2025Q2: 14,757 shares; 2025Q3: 15,098 shares; 2025Q4: 15,101 shares; 2026Q1: 14,320 shares 14,320 $1.5M 0.47% -781 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,692 shares; 2024Q4: 5,513 shares; 2025Q1: 5,543 shares; 2025Q2: 5,654 shares; 2025Q3: 5,845 shares; 2025Q4: 5,904 shares; 2026Q1: 5,518 shares 5,518 $1.49M 0.47% -386 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,994 shares; 2024Q4: 18,569 shares; 2025Q1: 18,434 shares; 2025Q2: 18,263 shares; 2025Q3: 17,848 shares; 2025Q4: 17,496 shares; 2026Q1: 18,434 shares 18,434 $1.47M 0.47% +938 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,694 shares; 2024Q4: 3,572 shares; 2025Q1: 3,914 shares; 2025Q2: 3,985 shares; 2025Q3: 4,206 shares; 2025Q4: 4,482 shares; 2026Q1: 4,032 shares 4,032 $1.45M 0.46% -450 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: 5,556 shares; 2024Q4: 5,517 shares; 2025Q1: 5,507 shares; 2025Q2: 5,301 shares; 2025Q3: 5,386 shares; 2025Q4: 5,270 shares; 2026Q1: 5,507 shares 5,507 $1.42M 0.45% +237 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,652 shares; 2024Q4: 9,673 shares; 2025Q1: 9,900 shares; 2025Q2: 8,670 shares; 2025Q3: 4,781 shares; 2025Q4: 4,321 shares; 2026Q1: 9,840 shares 9,840 $1.38M 0.44% +5,519 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,626 shares; 2025Q1: 3,571 shares; 2025Q2: 3,784 shares; 2025Q3: 4,380 shares; 2025Q4: 4,733 shares; 2026Q1: 3,833 shares 3,833 $1.36M 0.43% -900 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 804 shares; 2025Q4: 812 shares; 2026Q1: 711 shares 711 $1.31M 0.41% -101 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 17,308 shares; 2025Q1: 17,824 shares; 2025Q2: 18,484 shares; 2025Q3: 16,720 shares; 2025Q4: 16,618 shares; 2026Q1: 17,660 shares 17,660 $1.26M 0.4% +1,042 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: 4,380 shares; 2024Q4: 4,066 shares; 2025Q1: 4,418 shares; 2025Q2: 4,603 shares; 2025Q3: 4,908 shares; 2025Q4: 5,175 shares; 2026Q1: 4,759 shares 4,759 $1.23M 0.39% -416 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,390 shares; 2024Q4: 25,586 shares; 2025Q1: 22,600 shares; 2025Q2: 22,626 shares; 2025Q3: 23,131 shares; 2025Q4: 44,940 shares; 2026Q1: 22,616 shares 22,616 $1.21M 0.38% -22,324 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: 17,553 shares; 2024Q4: 15,334 shares; 2025Q1: 14,936 shares; 2025Q2: 14,685 shares; 2025Q3: 14,116 shares; 2025Q4: 14,014 shares; 2026Q1: 14,936 shares 14,936 $1.2M 0.38% +922 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 7,565 shares; 2025Q1: 7,572 shares; 2025Q2: 7,571 shares; 2025Q3: 7,688 shares; 2025Q4: 8,071 shares; 2026Q1: 7,464 shares 7,464 $1.17M 0.37% -607 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: 14,672 shares; 2024Q4: 13,795 shares; 2025Q1: 13,167 shares; 2025Q2: 12,642 shares; 2025Q3: 12,734 shares; 2025Q4: 12,437 shares; 2026Q1: 12,139 shares 12,139 $1.17M 0.37% -298 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,804 shares; 2024Q4: 21,663 shares; 2025Q1: 11,063 shares; 2025Q2: 11,202 shares; 2025Q3: 4,683 shares; 2025Q4: 2,875 shares; 2026Q1: 11,500 shares 11,500 $1.16M 0.37% +8,625 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: 28,336 shares; 2024Q4: 28,310 shares; 2025Q1: 24,395 shares; 2025Q2: 23,198 shares; 2025Q3: 23,199 shares; 2025Q4: 23,428 shares; 2026Q1: 24,497 shares 24,497 $1.11M 0.35% +1,069 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: 1,004 shares; 2024Q4: 1,052 shares; 2025Q1: 1,071 shares; 2025Q2: 1,108 shares; 2025Q3: 1,570 shares; 2025Q4: 14,738 shares; 2026Q1: 2,885 shares 2,885 $1.09M 0.34% -11,853 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: 6,969 shares; 2024Q4: 6,848 shares; 2025Q1: 7,152 shares; 2025Q2: 7,369 shares; 2025Q3: 8,398 shares; 2025Q4: 8,465 shares; 2026Q1: 7,671 shares 7,671 $1.08M 0.34% -794 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: 1,061 shares; 2024Q4: 1,181 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,984 shares; 2025Q4: 4,298 shares; 2026Q1: 1,270 shares 1,270 $1.08M 0.34% -3,028 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,141 shares; 2025Q1: 5,763 shares; 2025Q2: 5,608 shares; 2025Q3: 7,436 shares; 2025Q4: 15,244 shares; 2026Q1: 6,094 shares 6,094 $1.05M 0.33% -9,150 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,862 shares; 2025Q2: 2,858 shares; 2025Q3: 2,805 shares; 2025Q4: 2,794 shares; 2026Q1: 2,862 shares 2,862 $1.03M 0.33% +68 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: 953 shares; 2024Q4: 988 shares; 2025Q1: 1,012 shares; 2025Q2: 1,022 shares; 2025Q3: 1,172 shares; 2025Q4: 1,358 shares; 2026Q1: 1,083 shares 1,083 $1.03M 0.33% -275 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: 11,793 shares; 2024Q4: 11,037 shares; 2025Q1: 9,482 shares; 2025Q2: 9,573 shares; 2025Q3: 10,879 shares; 2025Q4: 13,239 shares; 2026Q1: 10,573 shares 10,573 $993K 0.31% -2,666 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,656 shares; 2024Q4: 15,516 shares; 2025Q1: 15,604 shares; 2025Q2: 13,669 shares; 2025Q3: 14,237 shares; 2025Q4: 13,910 shares; 2026Q1: 15,604 shares 15,604 $991K 0.31% +1,694 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: 7,842 shares; 2024Q4: 6,762 shares; 2025Q1: 6,772 shares; 2025Q2: 6,916 shares; 2025Q3: 6,591 shares; 2025Q4: 5,742 shares; 2026Q1: 6,772 shares 6,772 $989K 0.31% +1,030 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: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 4,825 shares; 2025Q2: 4,921 shares; 2025Q3: 5,479 shares; 2025Q4: 5,626 shares; 2026Q1: 3,958 shares 3,958 $982K 0.31% -1,668 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 5,908 shares; 2025Q1: 5,920 shares; 2025Q2: 5,892 shares; 2025Q3: 7,377 shares; 2025Q4: 7,154 shares; 2026Q1: 6,098 shares 6,098 $971K 0.31% -1,056 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: 2,563 shares; 2024Q4: 2,561 shares; 2025Q1: 2,515 shares; 2025Q2: 2,435 shares; 2025Q3: 2,419 shares; 2025Q4: 2,413 shares; 2026Q1: 2,515 shares 2,515 $933K 0.29% +102 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: 9,301 shares; 2025Q1: 11,188 shares; 2025Q2: 11,746 shares; 2025Q3: 12,731 shares; 2025Q4: 11,994 shares; 2026Q1: 10,615 shares 10,615 $905K 0.29% -1,379 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,623 shares; 2025Q2: 53,623 shares; 2025Q3: 53,680 shares; 2025Q4: 53,680 shares; 2026Q1: 17,095 shares 17,095 $902K 0.29% -36,585 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,506 shares; 2025Q1: 3,388 shares; 2025Q2: 3,429 shares; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares; 2026Q1: 3,388 shares 3,388 $871K 0.28% -37 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: 5,706 shares; 2024Q4: 5,142 shares; 2025Q1: 4,748 shares; 2025Q2: 4,518 shares; 2025Q3: 6,216 shares; 2025Q4: 6,224 shares; 2026Q1: 4,848 shares 4,848 $861K 0.27% -1,376 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: 15,145 shares; 2024Q4: 14,447 shares; 2025Q1: 14,566 shares; 2025Q2: 14,566 shares; 2025Q3: 15,067 shares; 2025Q4: 15,067 shares; 2026Q1: 14,566 shares 14,566 $850K 0.27% -501 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: 18,052 shares; 2024Q4: 12,435 shares; 2025Q1: 9,856 shares; 2025Q2: 7,796 shares; 2025Q3: 8,983 shares; 2025Q4: 8,294 shares; 2026Q1: 9,497 shares 9,497 $848K 0.27% +1,203 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: 53,879 shares; 2024Q4: 53,346 shares; 2025Q1: 53,973 shares; 2025Q2: 54,167 shares; 2025Q3: 53,347 shares; 2025Q4: 46,604 shares; 2026Q1: 54,396 shares 54,396 $834K 0.26% +7,792 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 12,293 shares; 2025Q1: 10,782 shares; 2025Q2: 24,918 shares; 2025Q3: 22,668 shares; 2025Q4: 21,795 shares; 2026Q1: 10,044 shares 10,044 $826K 0.26% -11,751 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,298 shares; 2025Q1: 2,939 shares; 2025Q2: 2,491 shares; 2025Q3: 2,553 shares; 2025Q4: 2,525 shares; 2026Q1: 2,778 shares 2,778 $819K 0.26% +253 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,104 shares; 2025Q1: 4,105 shares; 2025Q2: 4,121 shares; 2025Q3: 4,343 shares; 2025Q4: 4,925 shares; 2026Q1: 4,450 shares 4,450 $796K 0.25% -475 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: 2,295 shares; 2024Q4: 2,159 shares; 2025Q1: 2,037 shares; 2025Q2: 1,774 shares; 2025Q3: 2,340 shares; 2025Q4: 2,366 shares; 2026Q1: 2,112 shares 2,112 $789K 0.25% -254 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 331,350 shares; 2025Q3: 382,060 shares; 2025Q4: 357,533 shares; 2026Q1: 15,641 shares 15,641 $788K 0.25% -341,892 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: 6,753 shares; 2024Q4: 7,079 shares; 2025Q1: 7,223 shares; 2025Q2: 7,928 shares; 2025Q3: 12,773 shares; 2025Q4: 13,858 shares; 2026Q1: 8,210 shares 8,210 $788K 0.25% -5,648 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 5,167 shares; 2025Q1: 5,174 shares; 2025Q2: 4,919 shares; 2025Q3: 4,862 shares; 2025Q4: 4,732 shares; 2026Q1: 4,876 shares 4,876 $786K 0.25% +144 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,415 shares; 2025Q1: 8,445 shares; 2025Q2: 8,480 shares; 2025Q3: 8,516 shares; 2025Q4: 8,556 shares; 2026Q1: 8,445 shares 8,445 $779K 0.25% -111 Timeline SDY 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: 6,178 shares; 2024Q4: 5,777 shares; 2025Q1: 5,792 shares; 2025Q2: 5,804 shares; 2025Q3: 5,765 shares; 2025Q4: 5,653 shares; 2026Q1: 5,522 shares 5,522 $749K 0.24% -131 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: 2,034 shares; 2024Q4: 3,998 shares; 2025Q1: 4,011 shares; 2025Q2: 4,096 shares; 2025Q3: 5,331 shares; 2025Q4: 5,833 shares; 2026Q1: 4,392 shares 4,392 $744K 0.24% -1,441 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: 566 shares; 2024Q4: 554 shares; 2025Q1: 577 shares; 2025Q2: 923 shares; 2025Q3: 1,103 shares; 2025Q4: 1,275 shares; 2026Q1: 822 shares 822 $741K 0.23% -453 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,637 shares; 2024Q4: 22,847 shares; 2025Q1: 19,869 shares; 2025Q2: 20,707 shares; 2025Q3: 20,124 shares; 2025Q4: 21,834 shares; 2026Q1: 20,506 shares 20,506 $736K 0.23% -1,328 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,421 shares; 2025Q1: 3,392 shares; 2025Q2: 3,146 shares; 2025Q3: 3,111 shares; 2025Q4: 4,774 shares; 2026Q1: 3,589 shares 3,589 $734K 0.23% -1,185 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: 11,356 shares; 2024Q4: 9,090 shares; 2025Q1: 15,307 shares; 2025Q2: 13,171 shares; 2025Q3: 13,157 shares; 2025Q4: 4,076 shares; 2026Q1: 14,697 shares 14,697 $732K 0.23% +10,621 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: 803 shares; 2024Q4: 845 shares; 2025Q1: 855 shares; 2025Q2: 860 shares; 2025Q3: 1,082 shares; 2025Q4: 5,395 shares; 2026Q1: 1,741 shares 1,741 $730K 0.23% -3,654 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,417 shares; 2025Q1: 1,419 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 1,419 shares 1,419 $729K 0.23% +650 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: 4,420 shares; 2024Q4: 4,382 shares; 2025Q1: 4,175 shares; 2025Q2: 4,254 shares; 2025Q3: 7,362 shares; 2025Q4: 16,392 shares; 2026Q1: 5,302 shares 5,302 $725K 0.23% -11,090 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,310 shares; 2025Q1: 1,254 shares; 2025Q2: 1,287 shares; 2025Q3: 1,505 shares; 2025Q4: 1,630 shares; 2026Q1: 1,460 shares 1,460 $718K 0.23% -170 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 5,556 shares; 2025Q1: 5,556 shares; 2025Q2: 5,556 shares; 2025Q3: 5,556 shares; 2025Q4: 5,556 shares; 2026Q1: 5,556 shares 5,556 $704K 0.22% 0 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: 13,144 shares; 2024Q4: 11,546 shares; 2025Q1: 7,362 shares; 2025Q2: 7,201 shares; 2025Q3: 7,149 shares; 2025Q4: 12,538 shares; 2026Q1: 7,362 shares 7,362 $688K 0.22% -5,176 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: 8,513 shares; 2024Q4: 8,621 shares; 2025Q1: 8,412 shares; 2025Q2: 8,076 shares; 2025Q3: 8,076 shares; 2025Q4: 8,076 shares; 2026Q1: 8,412 shares 8,412 $688K 0.22% +336 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: 16,714 shares; 2024Q4: 15,958 shares; 2025Q1: 16,156 shares; 2025Q2: 16,510 shares; 2025Q3: 20,914 shares; 2025Q4: 21,669 shares; 2026Q1: 16,228 shares 16,228 $684K 0.22% -5,441 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,853 shares; 2025Q1: 2,916 shares; 2025Q2: 2,914 shares; 2025Q3: 2,847 shares; 2025Q4: 2,814 shares; 2026Q1: 2,845 shares 2,845 $679K 0.21% +31 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 3,878 shares; 2025Q3: 6,438 shares; 2025Q4: 6,266 shares; 2026Q1: 2,500 shares 2,500 $677K 0.21% -3,766 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,351 shares; 2025Q1: 2,469 shares; 2025Q2: 2,472 shares; 2025Q3: 2,710 shares; 2025Q4: 2,694 shares; 2026Q1: 2,459 shares 2,459 $653K 0.21% -235 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,927 shares; 2024Q4: 13,600 shares; 2025Q1: 13,600 shares; 2025Q2: 16,115 shares; 2025Q3: 15,960 shares; 2025Q4: 16,331 shares; 2026Q1: 13,600 shares 13,600 $642K 0.2% -2,731 Timeline RSPN 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: 18,390 shares; 2024Q4: 13,173 shares; 2025Q1: 12,881 shares; 2025Q2: 11,645 shares; 2025Q3: 11,425 shares; 2025Q4: 9,870 shares; 2026Q1: 12,881 shares 12,881 $630K 0.2% +3,011 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: 1,181 shares; 2024Q4: 948 shares; 2025Q1: 1,078 shares; 2025Q2: 1,138 shares; 2025Q3: 1,429 shares; 2025Q4: 1,616 shares; 2026Q1: 1,264 shares 1,264 $616K 0.19% -352 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: 1,545 shares; 2024Q4: 1,152 shares; 2025Q1: 1,161 shares; 2025Q2: 984 shares; 2025Q3: 1,078 shares; 2025Q4: 1,070 shares; 2026Q1: 1,189 shares 1,189 $592K 0.19% +119 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,435 shares; 2025Q1: 5,369 shares; 2025Q2: 5,703 shares; 2025Q3: 6,650 shares; 2025Q4: 5,422 shares; 2026Q1: 6,321 shares 6,321 $591K 0.19% +899 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,727 shares; 2025Q1: 3,856 shares; 2025Q2: 3,893 shares; 2025Q3: 4,335 shares; 2025Q4: 4,379 shares; 2026Q1: 3,418 shares 3,418 $589K 0.19% -961 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: 11,336 shares; 2024Q4: 9,044 shares; 2025Q1: 8,832 shares; 2025Q2: 8,596 shares; 2025Q3: 11,922 shares; 2025Q4: 28,448 shares; 2026Q1: 9,306 shares 9,306 $589K 0.19% -19,142 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: 4,808 shares; 2024Q4: 4,811 shares; 2025Q1: 5,532 shares; 2025Q2: 5,496 shares; 2025Q3: 5,394 shares; 2025Q4: 5,125 shares; 2026Q1: 4,713 shares 4,713 $588K 0.19% -412 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 2,416 shares; 2025Q3: 2,448 shares; 2025Q4: 2,386 shares; 2026Q1: 2,208 shares 2,208 $584K 0.18% -178 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,947 shares; 2025Q1: 12,516 shares; 2025Q2: 16,905 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,777 shares 9,777 $583K 0.18% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,963 shares; 2025Q1: 3,992 shares; 2025Q2: 4,049 shares; 2025Q3: 4,907 shares; 2025Q4: 4,238 shares; 2026Q1: 4,581 shares 4,581 $582K 0.18% +343 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,234 shares; 2025Q1: 3,302 shares; 2025Q2: 3,340 shares; 2025Q3: 5,090 shares; 2025Q4: 6,015 shares; 2026Q1: 3,485 shares 3,485 $579K 0.18% -2,530 Timeline MGV 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: 4,454 shares; 2024Q4: 4,420 shares; 2025Q1: 4,487 shares; 2025Q2: 4,412 shares; 2025Q3: 4,412 shares; 2025Q4: 2,766 shares; 2026Q1: 4,487 shares 4,487 $578K 0.18% +1,721 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,066 shares; 2025Q1: 1,132 shares; 2025Q2: 1,169 shares; 2025Q3: 1,536 shares; 2025Q4: 1,072 shares; 2026Q1: 1,142 shares 1,142 $573K 0.18% +70 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: 7,349 shares; 2024Q4: 5,973 shares; 2025Q1: 5,674 shares; 2025Q2: 5,673 shares; 2025Q3: 6,366 shares; 2025Q4: 6,402 shares; 2026Q1: 5,696 shares 5,696 $562K 0.18% -706 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 2,034 shares; 2025Q1: 2,103 shares; 2025Q2: 2,219 shares; 2025Q3: 2,592 shares; 2025Q4: 2,454 shares; 2026Q1: 1,995 shares 1,995 $559K 0.18% -459 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: 718 shares; 2024Q4: 715 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 977 shares; 2025Q4: 1,072 shares; 2026Q1: 794 shares 794 $553K 0.17% -278 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,564 shares; 2026Q1: 20,229 shares 20,229 $549K 0.17% -56,335 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: 8,215 shares; 2024Q4: 6,520 shares; 2025Q1: 8,052 shares; 2025Q2: 8,467 shares; 2025Q3: 10,199 shares; 2025Q4: 10,495 shares; 2026Q1: 7,485 shares 7,485 $547K 0.17% -3,010 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,040 shares; 2025Q1: 1,865 shares; 2025Q2: 1,925 shares; 2025Q3: 2,628 shares; 2025Q4: 2,577 shares; 2026Q1: 2,176 shares 2,176 $546K 0.17% -401 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: 1,790 shares; 2024Q4: 1,969 shares; 2025Q1: 2,682 shares; 2025Q2: 2,933 shares; 2025Q3: 3,912 shares; 2025Q4: 3,960 shares; 2026Q1: 2,492 shares 2,492 $546K 0.17% -1,468 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: 8,459 shares; 2024Q4: 7,773 shares; 2025Q1: 7,437 shares; 2025Q2: 7,594 shares; 2025Q3: 10,144 shares; 2025Q4: 21,654 shares; 2026Q1: 7,356 shares 7,356 $531K 0.17% -14,298 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: 12,302 shares; 2025Q1: 7,949 shares; 2025Q2: 6,685 shares; 2025Q3: 6,459 shares; 2025Q4: 6,833 shares; 2026Q1: 7,400 shares 7,400 $522K 0.17% +567 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: 1,570 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,467 shares; 2025Q3: 2,005 shares; 2025Q4: 2,242 shares; 2026Q1: 1,636 shares 1,636 $517K 0.16% -606 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: 4,700 shares; 2024Q4: 4,706 shares; 2025Q1: 5,787 shares; 2025Q2: 5,537 shares; 2025Q3: 6,459 shares; 2025Q4: 6,128 shares; 2026Q1: 4,783 shares 4,783 $513K 0.16% -1,345 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,546 shares; 2025Q1: 5,639 shares; 2025Q2: 5,908 shares; 2025Q3: 7,382 shares; 2025Q4: 9,247 shares; 2026Q1: 7,986 shares 7,986 $511K 0.16% -1,261 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: 133 shares; 2024Q4: 173 shares; 2025Q1: 200 shares; 2025Q2: 224 shares; 2025Q3: 238 shares; 2025Q4: 243 shares; 2026Q1: 270 shares 270 $509K 0.16% +27 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: 5,070 shares; 2025Q1: 5,210 shares; 2025Q2: 5,169 shares; 2025Q3: 7,154 shares; 2025Q4: 7,489 shares; 2026Q1: 5,515 shares 5,515 $496K 0.16% -1,974 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,419 shares; 2024Q4: 15,348 shares; 2025Q1: 12,105 shares; 2025Q2: 10,481 shares; 2025Q3: 9,489 shares; 2025Q4: 8,035 shares; 2026Q1: 11,458 shares 11,458 $491K 0.16% +3,423 Timeline IXJ 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: 6,005 shares; 2024Q4: 5,625 shares; 2025Q1: 5,631 shares; 2025Q2: 6,292 shares; 2025Q3: 6,244 shares; 2025Q4: 6,120 shares; 2026Q1: 5,372 shares 5,372 $490K 0.15% -748 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: 10,663 shares; 2025Q1: 12,441 shares; 2025Q2: 15,700 shares; 2025Q3: 18,389 shares; 2025Q4: 24,438 shares; 2026Q1: 13,871 shares 13,871 $489K 0.15% -10,567 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,593 shares; 2025Q1: 3,548 shares; 2025Q2: 3,543 shares; 2025Q3: 3,632 shares; 2025Q4: 3,649 shares; 2026Q1: 3,548 shares 3,548 $476K 0.15% -101 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 822 shares; 2025Q1: 851 shares; 2025Q2: 841 shares; 2025Q3: 836 shares; 2025Q4: 776 shares; 2026Q1: 863 shares 863 $474K 0.15% +87 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: 1,200 shares; 2024Q4: 1,111 shares; 2025Q1: 1,135 shares; 2025Q2: 1,183 shares; 2025Q3: 1,919 shares; 2025Q4: 2,349 shares; 2026Q1: 1,510 shares 1,510 $471K 0.15% -839 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: 3,529 shares; 2024Q4: 2,971 shares; 2025Q1: 2,995 shares; 2025Q2: 2,984 shares; 2025Q3: 4,166 shares; 2025Q4: 5,076 shares; 2026Q1: 3,056 shares 3,056 $465K 0.15% -2,020 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: not reported; 2024Q4: 3,069 shares; 2025Q1: 4,169 shares; 2025Q2: 4,020 shares; 2025Q3: 4,651 shares; 2025Q4: 4,758 shares; 2026Q1: 3,793 shares 3,793 $464K 0.15% -965 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: 3,209 shares; 2024Q4: 3,228 shares; 2025Q1: 3,081 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 2,327 shares 2,327 $464K 0.15% +860 Timeline HEFA 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: 12,866 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,739 shares 12,739 $462K 0.15% new 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: 8,377 shares; 2024Q4: 7,410 shares; 2025Q1: 7,333 shares; 2025Q2: 7,222 shares; 2025Q3: 7,114 shares; 2025Q4: 7,104 shares; 2026Q1: 7,333 shares 7,333 $462K 0.15% +229 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,125 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,805 shares 3,805 $461K 0.15% +599 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,351 shares; 2025Q2: 2,352 shares; 2025Q3: 2,937 shares; 2025Q4: 2,726 shares; 2026Q1: 2,407 shares 2,407 $456K 0.14% -319 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,349 shares; 2025Q1: 3,218 shares; 2025Q2: 3,077 shares; 2025Q3: 3,326 shares; 2025Q4: 3,372 shares; 2026Q1: 3,568 shares 3,568 $448K 0.14% +196 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,036 shares; 2025Q1: 1,088 shares; 2025Q2: 1,052 shares; 2025Q3: 784 shares; 2025Q4: 620 shares; 2026Q1: 919 shares 919 $443K 0.14% +299 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: 1,010 shares; 2024Q4: 1,137 shares; 2025Q1: 1,354 shares; 2025Q2: 1,316 shares; 2025Q3: 1,591 shares; 2025Q4: 2,345 shares; 2026Q1: 1,208 shares 1,208 $441K 0.14% -1,137 Timeline IUSB 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: 11,707 shares; 2024Q4: 9,545 shares; 2025Q1: 9,509 shares; 2025Q2: 8,156 shares; 2025Q3: 6,503 shares; 2025Q4: 6,196 shares; 2026Q1: 9,509 shares 9,509 $438K 0.14% +3,313 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 720 shares; 2025Q1: 743 shares; 2025Q2: 706 shares; 2025Q3: 1,040 shares; 2025Q4: 998 shares; 2026Q1: 720 shares 720 $433K 0.14% -278 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: 3,077 shares; 2024Q4: 2,889 shares; 2025Q1: 3,045 shares; 2025Q2: 2,872 shares; 2025Q3: 2,634 shares; 2025Q4: 2,736 shares; 2026Q1: 2,479 shares 2,479 $427K 0.13% -257 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 2,743 shares; 2025Q1: 2,771 shares; 2025Q2: 2,929 shares; 2025Q3: 3,858 shares; 2025Q4: 4,525 shares; 2026Q1: 3,419 shares 3,419 $424K 0.13% -1,106 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 386 shares; 2025Q2: 383 shares; 2025Q3: 505 shares; 2025Q4: 539 shares; 2026Q1: 447 shares 447 $424K 0.13% -92 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: 24,057 shares; 2024Q4: 20,532 shares; 2025Q1: 18,723 shares; 2025Q2: 18,913 shares; 2025Q3: 19,944 shares; 2025Q4: 20,388 shares; 2026Q1: 18,344 shares 18,344 $421K 0.13% -2,044 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: 466 shares; 2024Q4: 526 shares; 2025Q1: 496 shares; 2025Q2: 537 shares; 2025Q3: 793 shares; 2025Q4: 933 shares; 2026Q1: 635 shares 635 $421K 0.13% -298 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 2,703 shares; 2025Q1: 3,299 shares; 2025Q2: 3,215 shares; 2025Q3: 6,229 shares; 2025Q4: 6,043 shares; 2026Q1: 2,676 shares 2,676 $407K 0.13% -3,367 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: 1,283 shares; 2024Q4: 1,359 shares; 2025Q1: 1,428 shares; 2025Q2: 1,566 shares; 2025Q3: 1,815 shares; 2025Q4: 3,078 shares; 2026Q1: 1,348 shares 1,348 $407K 0.13% -1,730 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 9,319 shares; 2025Q1: 7,469 shares; 2025Q2: 5,501 shares; 2025Q3: 4,648 shares; 2025Q4: 4,374 shares; 2026Q1: 6,977 shares 6,977 $407K 0.13% +2,603 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,878 shares; 2024Q4: 8,871 shares; 2025Q1: 8,948 shares; 2025Q2: 8,448 shares; 2025Q3: 8,448 shares; 2025Q4: 8,779 shares; 2026Q1: 9,118 shares 9,118 $406K 0.13% +339 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 243 shares; 2025Q1: 263 shares; 2025Q2: 278 shares; 2025Q3: 331 shares; 2025Q4: 342 shares; 2026Q1: 299 shares 299 $403K 0.13% -43 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,579 shares; 2026Q1: 1,777 shares 1,777 $400K 0.13% +198 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 36,222 shares; 2026Q1: 7,562 shares 7,562 $397K 0.13% -28,660 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 2,843 shares; 2025Q1: 2,844 shares; 2025Q2: 2,332 shares; 2025Q3: 2,317 shares; 2025Q4: not reported; 2026Q1: 2,714 shares 2,714 $395K 0.12% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 6,932 shares; 2025Q1: 7,758 shares; 2025Q2: 8,878 shares; 2025Q3: 10,268 shares; 2025Q4: 10,495 shares; 2026Q1: 7,811 shares 7,811 $393K 0.12% -2,684 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,392 shares; 2024Q4: 14,648 shares; 2025Q1: 9,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,420 shares 9,420 $384K 0.12% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: 1,959 shares; 2025Q1: 1,963 shares; 2025Q2: 2,136 shares; 2025Q3: 2,137 shares; 2025Q4: 2,103 shares; 2026Q1: 1,963 shares 1,963 $381K 0.12% -140 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: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,888 shares; 2025Q2: not reported; 2025Q3: 3,111 shares; 2025Q4: 4,160 shares; 2026Q1: 3,054 shares 3,054 $380K 0.12% -1,106 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: 664 shares; 2025Q3: 930 shares; 2025Q4: 1,034 shares; 2026Q1: 759 shares 759 $378K 0.12% -275 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: 2,031 shares; 2024Q4: 1,787 shares; 2025Q1: 1,939 shares; 2025Q2: 1,700 shares; 2025Q3: 1,893 shares; 2025Q4: 1,651 shares; 2026Q1: 1,810 shares 1,810 $371K 0.12% +159 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,758 shares; 2025Q1: 2,774 shares; 2025Q2: 2,774 shares; 2025Q3: 3,111 shares; 2025Q4: 3,089 shares; 2026Q1: 2,789 shares 2,789 $358K 0.11% -300 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,679 shares; 2025Q3: 2,035 shares; 2025Q4: 2,142 shares; 2026Q1: 1,487 shares 1,487 $356K 0.11% -655 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: 3,277 shares; 2024Q4: 2,647 shares; 2025Q1: 2,622 shares; 2025Q2: 2,498 shares; 2025Q3: 5,401 shares; 2025Q4: 5,455 shares; 2026Q1: 2,702 shares 2,702 $356K 0.11% -2,753 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: 6,553 shares; 2024Q4: 5,682 shares; 2025Q1: 7,219 shares; 2025Q2: 7,851 shares; 2025Q3: 9,625 shares; 2025Q4: 8,878 shares; 2026Q1: 5,832 shares 5,832 $352K 0.11% -3,046 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,520 shares; 2025Q1: 1,500 shares; 2025Q2: 1,525 shares; 2025Q3: 1,992 shares; 2025Q4: 1,842 shares; 2026Q1: 1,464 shares 1,464 $347K 0.11% -378 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 748 shares; 2025Q1: 1,018 shares; 2025Q2: 1,041 shares; 2025Q3: 1,465 shares; 2025Q4: 1,862 shares; 2026Q1: 1,111 shares 1,111 $344K 0.11% -751 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: 2,485 shares; 2024Q4: 3,104 shares; 2025Q1: 6,310 shares; 2025Q2: 6,464 shares; 2025Q3: 7,480 shares; 2025Q4: 5,530 shares; 2026Q1: 6,070 shares 6,070 $341K 0.11% +540 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 859 shares; 2025Q1: 806 shares; 2025Q2: 817 shares; 2025Q3: 1,395 shares; 2025Q4: 1,781 shares; 2026Q1: 980 shares 980 $336K 0.11% -801 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,497 shares; 2024Q4: 23,874 shares; 2025Q1: 15,784 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,353 shares; 2026Q1: 16,728 shares 16,728 $336K 0.11% +8,375 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,647 shares; 2025Q1: 2,079 shares; 2025Q2: 2,072 shares; 2025Q3: 2,489 shares; 2025Q4: 2,047 shares; 2026Q1: 1,299 shares 1,299 $330K 0.1% -748 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: 19,766 shares; 2024Q4: 14,383 shares; 2025Q1: 13,831 shares; 2025Q2: 14,111 shares; 2025Q3: 20,206 shares; 2025Q4: 18,823 shares; 2026Q1: 12,998 shares 12,998 $329K 0.1% -5,825 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,788 shares; 2025Q1: 2,716 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,422 shares; 2026Q1: 2,716 shares 2,716 $324K 0.1% +294 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: 780 shares; 2024Q4: 659 shares; 2025Q1: 674 shares; 2025Q2: 671 shares; 2025Q3: 928 shares; 2025Q4: 769 shares; 2026Q1: 686 shares 686 $322K 0.1% -83 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: 60 shares; 2024Q4: 61 shares; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 97 shares; 2026Q1: 71 shares 71 $322K 0.1% -26 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,193 shares; 2025Q1: 5,238 shares; 2025Q2: 5,316 shares; 2025Q3: 5,308 shares; 2025Q4: 5,149 shares; 2026Q1: 5,066 shares 5,066 $321K 0.1% -83 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,163 shares; 2025Q3: 2,249 shares; 2025Q4: 2,968 shares; 2026Q1: 1,698 shares 1,698 $316K 0.1% -1,270 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,545 shares; 2025Q2: 1,769 shares; 2025Q3: 2,070 shares; 2025Q4: 1,851 shares; 2026Q1: 1,570 shares 1,570 $309K 0.1% -281 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 590 shares; 2025Q2: 595 shares; 2025Q3: 733 shares; 2025Q4: 522 shares; 2026Q1: 563 shares 563 $305K 0.1% +41 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 5,646 shares; 2025Q1: 5,878 shares; 2025Q2: 5,812 shares; 2025Q3: 5,840 shares; 2025Q4: 5,892 shares; 2026Q1: 5,878 shares 5,878 $304K 0.1% -14 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: 2,375 shares; 2024Q4: 2,383 shares; 2025Q1: 2,393 shares; 2025Q2: 2,488 shares; 2025Q3: 3,302 shares; 2025Q4: 5,529 shares; 2026Q1: 3,334 shares 3,334 $304K 0.1% -2,195 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 593 shares; 2025Q4: 1,164 shares; 2026Q1: 536 shares 536 $304K 0.1% -628 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,097 shares; 2025Q2: 8,073 shares; 2025Q3: 12,917 shares; 2025Q4: 14,970 shares; 2026Q1: 10,603 shares 10,603 $303K 0.1% -4,367 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,567 shares; 2025Q1: 6,692 shares; 2025Q2: 5,538 shares; 2025Q3: 6,389 shares; 2025Q4: 6,326 shares; 2026Q1: 6,105 shares 6,105 $295K 0.09% -221 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: 582 shares; 2024Q4: 586 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares 592 $288K 0.09% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,326 shares; 2024Q4: 31,452 shares; 2025Q1: 22,355 shares; 2025Q2: 18,190 shares; 2025Q3: 13,699 shares; 2025Q4: 12,767 shares; 2026Q1: 20,739 shares 20,739 $287K 0.09% +7,972 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,375 shares 3,375 $286K 0.09% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,668 shares; 2025Q3: 2,548 shares; 2025Q4: 2,990 shares; 2026Q1: 2,116 shares 2,116 $283K 0.09% -874 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: 5,403 shares; 2024Q4: 5,501 shares; 2025Q1: 5,501 shares; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares; 2025Q4: 5,501 shares; 2026Q1: 5,501 shares 5,501 $281K 0.09% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 364 shares; 2025Q1: 417 shares; 2025Q2: 345 shares; 2025Q3: 432 shares; 2025Q4: 418 shares; 2026Q1: 379 shares 379 $280K 0.09% -39 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,823 shares; 2025Q1: 2,837 shares; 2025Q2: 2,813 shares; 2025Q3: 3,416 shares; 2025Q4: 3,057 shares; 2026Q1: 2,956 shares 2,956 $279K 0.09% -101 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,080 shares; 2025Q2: 1,983 shares; 2025Q3: 3,560 shares; 2025Q4: 4,264 shares; 2026Q1: 2,474 shares 2,474 $273K 0.09% -1,790 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,076 shares; 2025Q1: 1,116 shares; 2025Q2: 1,168 shares; 2025Q3: 1,598 shares; 2025Q4: 2,185 shares; 2026Q1: 1,142 shares 1,142 $271K 0.09% -1,043 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 1,838 shares; 2025Q3: 1,825 shares; 2025Q4: 1,732 shares; 2026Q1: 1,644 shares 1,644 $270K 0.09% -88 Timeline IYG 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: 4,140 shares; 2024Q4: 3,483 shares; 2025Q1: 3,422 shares; 2025Q2: 3,293 shares; 2025Q3: 3,168 shares; 2025Q4: 2,964 shares; 2026Q1: 3,422 shares 3,422 $269K 0.08% +458 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,185 shares; 2025Q1: 2,186 shares; 2025Q2: 2,220 shares; 2025Q3: 2,648 shares; 2025Q4: 2,966 shares; 2026Q1: 2,246 shares 2,246 $268K 0.08% -720 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: 646 shares; 2024Q4: 623 shares; 2025Q1: 759 shares; 2025Q2: 482 shares; 2025Q3: 590 shares; 2025Q4: 503 shares; 2026Q1: 596 shares 596 $267K 0.08% +93 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 4,881 shares; 2025Q1: 4,897 shares; 2025Q2: 5,100 shares; 2025Q3: 5,929 shares; 2025Q4: 5,573 shares; 2026Q1: 4,739 shares 4,739 $266K 0.08% -834 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 486 shares; 2025Q1: 789 shares; 2025Q2: 806 shares; 2025Q3: 883 shares; 2025Q4: 940 shares; 2026Q1: 555 shares 555 $265K 0.08% -385 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,174 shares; 2025Q2: 20,172 shares; 2025Q3: 20,156 shares; 2025Q4: 19,648 shares; 2026Q1: 20,523 shares 20,523 $264K 0.08% +875 Timeline XLP 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: 6,427 shares; 2024Q4: 3,223 shares; 2025Q1: 3,236 shares; 2025Q2: 5,713 shares; 2025Q3: 5,545 shares; 2025Q4: 4,676 shares; 2026Q1: 3,236 shares 3,236 $264K 0.08% -1,440 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 534 shares; 2025Q3: 943 shares; 2025Q4: 1,090 shares; 2026Q1: 669 shares 669 $262K 0.08% -421 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 5,548 shares; 2025Q1: 5,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,732 shares 4,732 $262K 0.08% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,959 shares; 2024Q4: 6,378 shares; 2025Q1: 6,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares; 2026Q1: 5,971 shares 5,971 $262K 0.08% +1,889 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,154 shares; 2025Q1: 2,160 shares; 2025Q2: 1,683 shares; 2025Q3: 1,686 shares; 2025Q4: 1,683 shares; 2026Q1: 2,160 shares 2,160 $261K 0.08% +477 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,295 shares; 2025Q4: 6,397 shares; 2026Q1: 4,145 shares 4,145 $261K 0.08% -2,252 Timeline BITO 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: 14,364 shares; 2024Q4: 13,619 shares; 2025Q1: 14,203 shares; 2025Q2: 14,658 shares; 2025Q3: 14,157 shares; 2025Q4: not reported; 2026Q1: 14,203 shares 14,203 $260K 0.08% new 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: 1,928 shares; 2024Q4: 1,852 shares; 2025Q1: 2,313 shares; 2025Q2: 1,345 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,349 shares 1,349 $260K 0.08% +67 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,734 shares; 2025Q1: 4,072 shares; 2025Q2: 4,826 shares; 2025Q3: 4,980 shares; 2025Q4: 4,922 shares; 2026Q1: 3,232 shares 3,232 $259K 0.08% -1,690 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 819 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 1,624 shares; 2025Q4: 1,922 shares; 2026Q1: 868 shares 868 $256K 0.08% -1,054 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 454 shares; 2025Q3: 590 shares; 2025Q4: 782 shares; 2026Q1: 516 shares 516 $256K 0.08% -266 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 3,913 shares; 2025Q3: 4,702 shares; 2025Q4: 4,338 shares; 2026Q1: 2,926 shares 2,926 $255K 0.08% -1,412 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: 882 shares; 2024Q4: 842 shares; 2025Q1: 928 shares; 2025Q2: 1,014 shares; 2025Q3: 1,418 shares; 2025Q4: 1,257 shares; 2026Q1: 817 shares 817 $255K 0.08% -440 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: 3,074 shares; 2024Q4: 3,159 shares; 2025Q1: 3,600 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares; 2026Q1: 3,600 shares 3,600 $253K 0.08% +41 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 3,127 shares; 2025Q1: 3,125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,947 shares 2,947 $249K 0.08% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: not reported; 2025Q1: 2,739 shares; 2025Q2: 3,266 shares; 2025Q3: 5,865 shares; 2025Q4: 7,437 shares; 2026Q1: 2,796 shares 2,796 $249K 0.08% -4,641 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 3,178 shares; 2025Q1: 3,118 shares; 2025Q2: 4,855 shares; 2025Q3: 4,806 shares; 2025Q4: 8,654 shares; 2026Q1: 3,118 shares 3,118 $246K 0.08% -5,536 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: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,280 shares; 2025Q2: 2,343 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,405 shares 2,405 $245K 0.08% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 4,000 shares 4,000 $243K 0.08% +500 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 5,121 shares; 2025Q1: 5,084 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares; 2025Q4: 4,052 shares; 2026Q1: 5,084 shares 5,084 $242K 0.08% +1,032 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,202 shares; 2025Q1: 3,990 shares; 2025Q2: 4,354 shares; 2025Q3: 5,468 shares; 2025Q4: not reported; 2026Q1: 5,463 shares 5,463 $238K 0.08% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 5,502 shares; 2025Q3: 7,015 shares; 2025Q4: 6,765 shares; 2026Q1: 5,133 shares 5,133 $238K 0.08% -1,632 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: not reported; 2024Q4: not reported; 2025Q1: 5,176 shares; 2025Q2: 6,337 shares; 2025Q3: 9,085 shares; 2025Q4: 8,910 shares; 2026Q1: 3,267 shares 3,267 $238K 0.08% -5,643 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: 2,167 shares; 2024Q4: 2,074 shares; 2025Q1: 1,979 shares; 2025Q2: 3,521 shares; 2025Q3: 4,054 shares; 2025Q4: 3,950 shares; 2026Q1: 1,995 shares 1,995 $234K 0.07% -1,955 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: 8,209 shares; 2024Q4: 8,540 shares; 2025Q1: 7,419 shares; 2025Q2: 6,720 shares; 2025Q3: 7,003 shares; 2025Q4: 7,154 shares; 2026Q1: 6,767 shares 6,767 $230K 0.07% -387 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 2,341 shares; 2025Q4: 2,342 shares; 2026Q1: 2,345 shares 2,345 $230K 0.07% +3 Timeline XLC 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: 2,505 shares; 2025Q2: 2,383 shares; 2025Q3: 2,372 shares; 2025Q4: 2,308 shares; 2026Q1: 2,363 shares 2,363 $228K 0.07% +55 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,400 shares; 2025Q1: 4,706 shares; 2025Q2: 4,299 shares; 2025Q3: not reported; 2025Q4: 14,492 shares; 2026Q1: 4,508 shares 4,508 $226K 0.07% -9,984 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 3,001 shares; 2025Q1: not reported; 2025Q2: 2,753 shares; 2025Q3: 4,035 shares; 2025Q4: 3,851 shares; 2026Q1: 2,990 shares 2,990 $222K 0.07% -861 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: 4,046 shares; 2024Q4: not reported; 2025Q1: 4,046 shares; 2025Q2: 4,049 shares; 2025Q3: 4,412 shares; 2025Q4: 4,770 shares; 2026Q1: 4,046 shares 4,046 $219K 0.07% -724 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 851 shares; 2026Q1: 637 shares 637 $218K 0.07% -214 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: 6,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,706 shares; 2025Q3: 5,506 shares; 2025Q4: 6,354 shares; 2026Q1: 5,431 shares 5,431 $218K 0.07% -923 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,214 shares; 2025Q1: 2,218 shares; 2025Q2: 2,314 shares; 2025Q3: 2,464 shares; 2025Q4: 2,262 shares; 2026Q1: 2,216 shares 2,216 $216K 0.07% -46 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,274 shares; 2025Q2: 5,848 shares; 2025Q3: 5,658 shares; 2025Q4: not reported; 2026Q1: 6,289 shares 6,289 $215K 0.07% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares; 2026Q1: 474 shares 474 $215K 0.07% -123 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,297 shares; 2025Q2: 2,575 shares; 2025Q3: 4,365 shares; 2025Q4: 5,487 shares; 2026Q1: 2,319 shares 2,319 $215K 0.07% -3,168 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,769 shares; 2025Q4: 11,476 shares; 2026Q1: 4,646 shares 4,646 $215K 0.07% -6,830 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,721 shares; 2025Q1: 4,688 shares; 2025Q2: 5,520 shares; 2025Q3: 7,127 shares; 2025Q4: 8,051 shares; 2026Q1: 3,865 shares 3,865 $211K 0.07% -4,186 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,796 shares; 2025Q1: 1,636 shares; 2025Q2: 1,641 shares; 2025Q3: not reported; 2025Q4: 940 shares; 2026Q1: 1,465 shares 1,465 $211K 0.07% +525 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 2,075 shares; 2025Q1: 3,066 shares; 2025Q2: 3,056 shares; 2025Q3: 2,900 shares; 2025Q4: 2,848 shares; 2026Q1: 2,137 shares 2,137 $210K 0.07% -711 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,855 shares; 2025Q4: 5,412 shares; 2026Q1: 3,431 shares 3,431 $209K 0.07% -1,981 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 1,499 shares; 2026Q1: 905 shares 905 $209K 0.07% -594 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 206 shares 206 $208K 0.07% -6 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,761 shares; 2025Q4: 1,744 shares; 2026Q1: 1,223 shares 1,223 $208K 0.07% -521 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,664 shares; 2025Q4: 3,831 shares; 2026Q1: 648 shares 648 $205K 0.06% -3,183 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 2,213 shares; 2025Q3: 3,419 shares; 2025Q4: 3,594 shares; 2026Q1: 1,982 shares 1,982 $205K 0.06% -1,612 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,690 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 2,562 shares; 2025Q4: 2,421 shares; 2026Q1: 1,518 shares 1,518 $205K 0.06% -903 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: 3,622 shares; 2025Q2: 3,599 shares; 2025Q3: 3,441 shares; 2025Q4: 3,254 shares; 2026Q1: 3,555 shares 3,555 $205K 0.06% +301 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 2,587 shares; 2025Q1: 2,808 shares; 2025Q2: 2,262 shares; 2025Q3: 2,315 shares; 2025Q4: 2,151 shares; 2026Q1: 2,472 shares 2,472 $204K 0.06% +321 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: 1,049 shares; 2024Q4: 815 shares; 2025Q1: 881 shares; 2025Q2: not reported; 2025Q3: 1,526 shares; 2025Q4: 1,687 shares; 2026Q1: 873 shares 873 $204K 0.06% -814 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: not reported; 2024Q4: not reported; 2025Q1: 1,159 shares; 2025Q2: 1,150 shares; 2025Q3: not reported; 2025Q4: 1,687 shares; 2026Q1: 1,218 shares 1,218 $203K 0.06% -469 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: 8,222 shares; 2024Q4: 6,091 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,690 shares; 2025Q4: not reported; 2026Q1: 3,672 shares 3,672 $202K 0.06% new 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: not reported; 2024Q4: 912 shares; 2025Q1: 980 shares; 2025Q2: 1,010 shares; 2025Q3: 1,428 shares; 2025Q4: 1,461 shares; 2026Q1: 948 shares 948 $202K 0.06% -513 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: 9,754 shares; 2026Q1: 2,356 shares 2,356 $200K 0.06% -7,398 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: 6,159 shares; 2024Q4: 6,082 shares; 2025Q1: 9,570 shares; 2025Q2: 9,455 shares; 2025Q3: 9,038 shares; 2025Q4: 9,038 shares; 2026Q1: 6,090 shares 6,090 $186K 0.06% -2,948 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: 12,623 shares; 2024Q4: 12,637 shares; 2025Q1: 11,516 shares; 2025Q2: 10,503 shares; 2025Q3: 24,178 shares; 2025Q4: 29,847 shares; 2026Q1: 14,575 shares 14,575 $178K 0.06% -15,272 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: 18,726 shares; 2025Q2: 23,086 shares; 2025Q3: 40,726 shares; 2025Q4: 45,409 shares; 2026Q1: 13,261 shares 13,261 $158K 0.05% -32,148 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,487 shares; 2024Q4: 30,823 shares; 2025Q1: 25,717 shares; 2025Q2: 19,930 shares; 2025Q3: 19,101 shares; 2025Q4: 20,464 shares; 2026Q1: 23,464 shares 23,464 $124K 0.04% +3,000 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: 24,522 shares; 2024Q4: 26,494 shares; 2025Q1: 18,543 shares; 2025Q2: 17,597 shares; 2025Q3: 16,445 shares; 2025Q4: 17,613 shares; 2026Q1: 17,266 shares 17,266 $123K 0.04% -347 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: 20,284 shares; 2024Q4: 14,451 shares; 2025Q1: 11,867 shares; 2025Q2: 10,665 shares; 2025Q3: 11,695 shares; 2025Q4: 10,996 shares; 2026Q1: 11,073 shares 11,073 $78.7K 0.02% +77 Timeline WIT WIPRO LTD More: the full row for WIPRO 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: 10,248 shares; 2025Q4: 12,476 shares; 2026Q1: 11,562 shares 11,562 $29K 0.01% -914 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,962 shares; 2024Q4: 29,996 shares; 2025Q1: 23,563 shares; 2025Q2: 18,307 shares; 2025Q3: 17,795 shares; 2025Q4: 16,813 shares; 2026Q1: 21,400 shares 21,400 $25.3K 0.01% +4,587 Timeline