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: 90,063 shares; 2024Q4: 90,865 shares; 2025Q1: 93,201 shares; 2025Q2: 110,107 shares; 2025Q3: 116,020 shares; 2025Q4: 114,991 shares; 2026Q1: 115,534 shares 115,534 $69M 24.11% +543 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,482 shares; 2024Q4: 82,329 shares; 2025Q1: 80,907 shares; 2025Q2: 75,382 shares; 2025Q3: 76,359 shares; 2025Q4: 76,703 shares; 2026Q1: 76,013 shares 76,013 $19.5M 6.83% -690 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: 42,442 shares; 2024Q4: 42,415 shares; 2025Q1: 42,606 shares; 2025Q2: 42,738 shares; 2025Q3: 42,917 shares; 2025Q4: 42,872 shares; 2026Q1: 41,758 shares 41,758 $12.2M 4.28% -1,114 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: 72,382 shares; 2024Q4: 702,355 shares; 2025Q1: 69,295 shares; 2025Q2: 68,700 shares; 2025Q3: 68,756 shares; 2025Q4: 67,583 shares; 2026Q1: 64,299 shares 64,299 $11.6M 4.04% -3,284 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: 42,055 shares; 2024Q4: 41,448 shares; 2025Q1: 40,893 shares; 2025Q2: 40,658 shares; 2025Q3: 41,120 shares; 2025Q4: 41,257 shares; 2026Q1: 41,231 shares 41,231 $8.62M 3.01% -26 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: 24,971 shares; 2024Q4: 24,285 shares; 2025Q1: 24,404 shares; 2025Q2: 20,945 shares; 2025Q3: 21,145 shares; 2025Q4: 21,203 shares; 2026Q1: 21,208 shares 21,208 $7.85M 2.74% +5 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: 25,441 shares; 2024Q4: 25,344 shares; 2025Q1: 25,461 shares; 2025Q2: 25,608 shares; 2025Q3: 25,773 shares; 2025Q4: 25,792 shares; 2026Q1: 25,874 shares 25,874 $7.63M 2.67% +82 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: 13,405 shares; 2024Q4: 13,478 shares; 2025Q1: 13,433 shares; 2025Q2: 13,497 shares; 2025Q3: 13,699 shares; 2025Q4: 13,714 shares; 2026Q1: 13,690 shares 13,690 $6.84M 2.39% -24 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: 6,424 shares; 2024Q4: 6,488 shares; 2025Q1: 6,697 shares; 2025Q2: 7,108 shares; 2025Q3: 7,280 shares; 2025Q4: 7,311 shares; 2026Q1: 7,361 shares 7,361 $6.79M 2.37% +50 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,336 shares; 2024Q4: 63,931 shares; 2025Q1: 65,182 shares; 2025Q2: 66,078 shares; 2025Q3: 66,686 shares; 2025Q4: 66,102 shares; 2026Q1: 66,924 shares 66,924 $6.3M 2.2% +822 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: 19,644 shares; 2024Q4: 19,688 shares; 2025Q1: 19,664 shares; 2025Q2: 19,209 shares; 2025Q3: 19,559 shares; 2025Q4: 19,770 shares; 2026Q1: 19,874 shares 19,874 $6.01M 2.1% +104 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: 10,439 shares; 2024Q4: 10,184 shares; 2025Q1: 10,080 shares; 2025Q2: 9,674 shares; 2025Q3: 9,759 shares; 2025Q4: 9,936 shares; 2026Q1: 9,813 shares 9,813 $5.64M 1.97% -123 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: 14,968 shares; 2024Q4: 15,155 shares; 2025Q1: 17,494 shares; 2025Q2: 20,866 shares; 2025Q3: 22,003 shares; 2025Q4: 22,313 shares; 2026Q1: 21,738 shares 21,738 $5.34M 1.86% -575 Timeline BLACKROCK INC 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: 5,301 shares; 2024Q4: 5,308 shares; 2025Q1: 5,371 shares; 2025Q2: 5,254 shares; 2025Q3: 5,316 shares; 2025Q4: 5,304 shares; 2026Q1: 5,337 shares 5,337 $5.14M 1.79% +33 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: 4,624 shares; 2024Q4: 4,694 shares; 2025Q1: 4,791 shares; 2025Q2: 3,517 shares; 2025Q3: 3,763 shares; 2025Q4: 3,777 shares; 2026Q1: 3,750 shares 3,750 $4.95M 1.73% -27 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: 4,448 shares; 2024Q4: 4,456 shares; 2025Q1: 4,590 shares; 2025Q2: 4,658 shares; 2025Q3: 4,821 shares; 2025Q4: 4,850 shares; 2026Q1: 4,898 shares 4,898 $4.89M 1.71% +48 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: 13,599 shares; 2024Q4: 13,501 shares; 2025Q1: 14,110 shares; 2025Q2: 13,714 shares; 2025Q3: 14,132 shares; 2025Q4: 14,149 shares; 2026Q1: 14,311 shares 14,311 $4.67M 1.63% +162 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: 14,893 shares; 2024Q4: 14,732 shares; 2025Q1: 15,170 shares; 2025Q2: 15,981 shares; 2025Q3: 15,962 shares; 2025Q4: 15,938 shares; 2026Q1: 15,390 shares 15,390 $4.38M 1.53% -548 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: 57,561 shares; 2024Q4: 57,360 shares; 2025Q1: 57,638 shares; 2025Q2: 58,604 shares; 2025Q3: 59,201 shares; 2025Q4: 58,764 shares; 2026Q1: 58,442 shares 58,442 $4.2M 1.47% -322 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: 9,633 shares; 2024Q4: 9,683 shares; 2025Q1: 10,285 shares; 2025Q2: 10,621 shares; 2025Q3: 10,872 shares; 2025Q4: 10,868 shares; 2026Q1: 11,247 shares 11,247 $3.86M 1.35% +379 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: 7,066 shares; 2024Q4: 7,042 shares; 2025Q1: 7,126 shares; 2025Q2: 7,626 shares; 2025Q3: 7,559 shares; 2025Q4: 7,603 shares; 2026Q1: 7,619 shares 7,619 $3.71M 1.3% +16 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,570 shares; 2025Q1: 3,859 shares; 2025Q2: 3,851 shares; 2025Q3: 3,933 shares; 2025Q4: 39,219 shares; 2026Q1: 37,695 shares 37,695 $3.63M 1.27% -1,524 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: 18,684 shares; 2024Q4: 19,202 shares; 2025Q1: 20,416 shares; 2025Q2: 20,050 shares; 2025Q3: 20,699 shares; 2025Q4: 20,859 shares; 2026Q1: 20,935 shares 20,935 $3.48M 1.22% +76 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: 5,146 shares; 2024Q4: 5,259 shares; 2025Q1: 5,470 shares; 2025Q2: 5,781 shares; 2025Q3: 6,007 shares; 2025Q4: 6,043 shares; 2026Q1: 5,633 shares 5,633 $3.41M 1.19% -410 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,843 shares; 2024Q4: 17,547 shares; 2025Q1: 17,977 shares; 2025Q2: 17,202 shares; 2025Q3: 17,812 shares; 2025Q4: 17,958 shares; 2026Q1: 18,320 shares 18,320 $3.12M 1.09% +362 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: 28,910 shares; 2024Q4: 29,179 shares; 2025Q1: 31,574 shares; 2025Q2: 31,259 shares; 2025Q3: 33,444 shares; 2025Q4: 33,345 shares; 2026Q1: 34,431 shares 34,431 $3.09M 1.08% +1,086 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 3,820 shares; 2025Q4: 4,142 shares; 2026Q1: 4,298 shares 4,298 $3.05M 1.07% +156 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: 15,169 shares; 2024Q4: 15,039 shares; 2025Q1: 15,072 shares; 2025Q2: 15,260 shares; 2025Q3: 16,211 shares; 2025Q4: 16,351 shares; 2026Q1: 16,208 shares 16,208 $3.03M 1.06% -143 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 12,103 shares; 2025Q3: 13,764 shares; 2025Q4: 13,894 shares; 2026Q1: 14,959 shares 14,959 $2.98M 1.04% +1,065 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: 684 shares; 2024Q4: 687 shares; 2025Q1: 740 shares; 2025Q2: 738 shares; 2025Q3: 759 shares; 2025Q4: 758 shares; 2026Q1: 657 shares 657 $2.77M 0.97% -101 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: 12,976 shares; 2024Q4: 11,843 shares; 2025Q1: 12,094 shares; 2025Q2: 12,017 shares; 2025Q3: 10,433 shares; 2025Q4: 10,670 shares; 2026Q1: 10,435 shares 10,435 $2.73M 0.95% -235 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,501 shares; 2025Q1: 3,149 shares; 2025Q2: 20,292 shares; 2025Q3: 23,458 shares; 2025Q4: 24,263 shares; 2026Q1: 26,538 shares 26,538 $2.66M 0.93% +2,275 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,363 shares; 2024Q4: 12,375 shares; 2025Q1: 14,105 shares; 2025Q2: 14,163 shares; 2025Q3: 14,684 shares; 2025Q4: 14,837 shares; 2026Q1: 13,464 shares 13,464 $2.37M 0.83% -1,373 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 2,843 shares; 2025Q1: 2,845 shares; 2025Q2: 2,920 shares; 2025Q3: 2,873 shares; 2025Q4: 2,820 shares; 2026Q1: 3,224 shares 3,224 $2.1M 0.73% +404 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 34,000 shares; 2025Q1: 33,800 shares; 2025Q2: 34,154 shares; 2025Q3: 26,437 shares; 2025Q4: 26,437 shares; 2026Q1: 26,237 shares 26,237 $1.91M 0.67% -200 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: 1,928 shares; 2024Q4: 3,856 shares; 2025Q1: 3,869 shares; 2025Q2: 2,405 shares; 2025Q3: 2,415 shares; 2025Q4: 9,557 shares; 2026Q1: 11,679 shares 11,679 $1.87M 0.65% +2,122 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: 2,769 shares; 2024Q4: 2,613 shares; 2025Q1: 2,420 shares; 2025Q2: 2,453 shares; 2025Q3: 2,320 shares; 2025Q4: 2,150 shares; 2026Q1: 2,100 shares 2,100 $1.84M 0.64% -50 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: not reported; 2024Q4: 2,897 shares; 2025Q1: 3,504 shares; 2025Q2: 15,524 shares; 2025Q3: 17,650 shares; 2025Q4: 18,575 shares; 2026Q1: 18,690 shares 18,690 $1.69M 0.59% +115 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,681 shares 15,681 $1.63M 0.57% new 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: 4,214 shares; 2024Q4: 3,698 shares; 2025Q1: 3,660 shares; 2025Q2: 2,763 shares; 2025Q3: 3,079 shares; 2025Q4: 3,251 shares; 2026Q1: 3,277 shares 3,277 $1.62M 0.57% +26 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: 5,161 shares; 2024Q4: 5,338 shares; 2025Q1: 5,885 shares; 2025Q2: 4,716 shares; 2025Q3: 5,324 shares; 2025Q4: 5,946 shares; 2026Q1: 6,821 shares 6,821 $1.29M 0.45% +875 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 223 shares; 2025Q4: 7,373 shares; 2026Q1: 10,839 shares 10,839 $1.29M 0.45% +3,466 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,069 shares; 2024Q4: 14,839 shares; 2025Q1: 16,019 shares; 2025Q2: 16,936 shares; 2025Q3: 15,055 shares; 2025Q4: 15,685 shares; 2026Q1: 16,406 shares 16,406 $1.21M 0.42% +721 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: 3,891 shares; 2024Q4: 3,891 shares; 2025Q1: 3,878 shares; 2025Q2: 3,883 shares; 2025Q3: 3,729 shares; 2025Q4: 3,888 shares; 2026Q1: 3,903 shares 3,903 $1.15M 0.4% +15 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,545 shares; 2024Q4: 13,996 shares; 2025Q1: 14,466 shares; 2025Q2: 14,159 shares; 2025Q3: 14,289 shares; 2025Q4: 14,867 shares; 2026Q1: 14,705 shares 14,705 $1.13M 0.4% -162 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,652 shares 10,652 $987K 0.34% new 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: 12,393 shares; 2024Q4: 124,678 shares; 2025Q1: 14,447 shares; 2025Q2: 14,472 shares; 2025Q3: 14,510 shares; 2025Q4: 15,547 shares; 2026Q1: 14,095 shares 14,095 $952K 0.33% -1,452 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,643 shares; 2025Q1: 1,997 shares; 2025Q2: 11,553 shares; 2025Q3: 12,786 shares; 2025Q4: 13,346 shares; 2026Q1: 13,416 shares 13,416 $936K 0.33% +70 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: 1,343 shares; 2024Q4: 1,323 shares; 2025Q1: 1,301 shares; 2025Q2: 1,305 shares; 2025Q3: 1,157 shares; 2025Q4: 1,445 shares; 2026Q1: 1,395 shares 1,395 $911K 0.32% -50 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: 7,135 shares; 2024Q4: 7,135 shares; 2025Q1: 7,135 shares; 2025Q2: 7,143 shares; 2025Q3: 7,060 shares; 2025Q4: 7,068 shares; 2026Q1: 7,074 shares 7,074 $800K 0.28% +6 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,387 shares; 2025Q2: 2,390 shares; 2025Q3: 2,305 shares; 2025Q4: 2,320 shares; 2026Q1: 2,336 shares 2,336 $768K 0.27% +16 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: 9,147 shares; 2024Q4: 9,147 shares; 2025Q1: 9,356 shares; 2025Q2: 9,284 shares; 2025Q3: 9,330 shares; 2025Q4: 9,490 shares; 2026Q1: 9,504 shares 9,504 $760K 0.27% +14 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: 2,462 shares; 2024Q4: 2,462 shares; 2025Q1: 2,798 shares; 2025Q2: 6,513 shares; 2025Q3: 6,575 shares; 2025Q4: 6,745 shares; 2026Q1: 6,221 shares 6,221 $756K 0.26% -524 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,965 shares; 2025Q1: 3,965 shares; 2025Q2: 3,995 shares; 2025Q3: 4,027 shares; 2025Q4: 4,060 shares; 2026Q1: 4,082 shares 4,082 $706K 0.25% +22 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 226 shares; 2026Q1: 4,768 shares 4,768 $664K 0.23% +4,542 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: not reported; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 3,782 shares; 2025Q4: 3,794 shares; 2026Q1: 3,800 shares 3,800 $551K 0.19% +6 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: 2,545 shares; 2024Q4: 2,545 shares; 2025Q1: 2,545 shares; 2025Q2: 2,555 shares; 2025Q3: 2,567 shares; 2025Q4: 2,579 shares; 2026Q1: 2,588 shares 2,588 $547K 0.19% +9 Timeline SPHY 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: 45 shares; 2024Q4: 4,529 shares; 2025Q1: 5,719 shares; 2025Q2: 16,718 shares; 2025Q3: 17,308 shares; 2025Q4: 18,541 shares; 2026Q1: 19,779 shares 19,779 $461K 0.16% +1,238 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,223 shares; 2025Q4: 4,236 shares; 2026Q1: 4,247 shares 4,247 $440K 0.15% +11 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,178 shares; 2025Q4: 1,185 shares; 2026Q1: 1,191 shares 1,191 $427K 0.15% +6 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: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 262 shares; 2025Q3: 349 shares; 2025Q4: 606 shares; 2026Q1: 972 shares 972 $386K 0.13% +366 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,098 shares; 2024Q4: 36,098 shares; 2025Q1: 36,098 shares; 2025Q2: 36,098 shares; 2025Q3: 36,453 shares; 2025Q4: 29,987 shares; 2026Q1: 25,319 shares 25,319 $377K 0.13% -4,668 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 1,307 shares; 2025Q2: 1,284 shares; 2025Q3: 1,287 shares; 2025Q4: 1,290 shares; 2026Q1: 1,068 shares 1,068 $352K 0.12% -222 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: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 3,275 shares; 2025Q2: 4,068 shares; 2025Q3: 4,089 shares; 2025Q4: 4,269 shares; 2026Q1: 4,140 shares 4,140 $325K 0.11% -129 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 1,113 shares 1,113 $304K 0.11% +1,063 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,138 shares; 2025Q4: 1,190 shares; 2026Q1: 1,148 shares 1,148 $277K 0.1% -42 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: 1,776 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,777 shares; 2025Q3: 1,780 shares; 2025Q4: 2,053 shares; 2026Q1: 2,054 shares 2,054 $274K 0.1% +1 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to 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: 3,063 shares; 2026Q1: 3,080 shares 3,080 $265K 0.09% +17 Timeline AVUV 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: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,334 shares; 2025Q4: 2,343 shares; 2026Q1: 2,344 shares 2,344 $259K 0.09% +1 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: 4,776 shares; 2024Q4: 4,776 shares; 2025Q1: 4,776 shares; 2025Q2: 4,790 shares; 2025Q3: 4,804 shares; 2025Q4: 4,817 shares; 2026Q1: 4,833 shares 4,833 $249K 0.09% +16 Timeline ISHARES CORE S&P TOTAL U.S.… ISHARES CORE S&P TOTAL U.S. STOCK… More: the full row for ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,734 shares; 2025Q1: 1,738 shares; 2025Q2: 1,743 shares; 2025Q3: 1,748 shares; 2025Q4: 1,714 shares; 2026Q1: 1,718 shares 1,718 $245K 0.09% +4 PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares 2,636 $238K 0.08% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,083 shares; 2025Q3: 1,043 shares; 2025Q4: 1,052 shares; 2026Q1: 1,058 shares 1,058 $230K 0.08% +6 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 741 shares; 2026Q1: 741 shares 741 $224K 0.08% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,313 shares; 2025Q2: 879 shares; 2025Q3: 884 shares; 2025Q4: 888 shares; 2026Q1: 891 shares 891 $203K 0.07% +3 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: 139 shares; 2024Q4: 164 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 216 shares; 2025Q4: 217 shares; 2026Q1: 218 shares 218 $191K 0.07% +1 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: 589 shares; 2024Q4: 589 shares; 2025Q1: 689 shares; 2025Q2: 481 shares; 2025Q3: 485 shares; 2025Q4: 514 shares; 2026Q1: 490 shares 490 $180K 0.06% -24 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: 38 shares; 2024Q4: 39 shares; 2025Q1: 144 shares; 2025Q2: 599 shares; 2025Q3: 603 shares; 2025Q4: 674 shares; 2026Q1: 526 shares 526 $173K 0.06% -148 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 838 shares 838 $161K 0.06% +830 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: 687 shares; 2024Q4: 687 shares; 2025Q1: 971 shares; 2025Q2: 1,391 shares; 2025Q3: 1,368 shares; 2025Q4: 1,158 shares; 2026Q1: 1,159 shares 1,159 $158K 0.06% +1 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 677 shares; 2025Q4: 678 shares; 2026Q1: 679 shares 679 $153K 0.05% +1 Timeline XLK 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: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 213 shares; 2025Q4: 425 shares; 2026Q1: 729 shares 729 $143K 0.05% +304 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: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,262 shares; 2025Q2: 1,237 shares; 2025Q3: 1,176 shares; 2025Q4: 1,007 shares; 2026Q1: 982 shares 982 $143K 0.05% -25 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $137K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,124 shares; 2025Q4: 1,131 shares; 2026Q1: 1,137 shares 1,137 $135K 0.05% +6 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: 50 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $134K 0.05% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,182 shares; 2025Q1: 1,184 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 229 shares; 2026Q1: 231 shares 231 $133K 0.05% +2 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 336 shares 336 $129K 0.04% +31 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 376 shares; 2026Q1: 376 shares 376 $121K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 330 shares 330 $120K 0.04% +130 Timeline ARISTA NETWORKS INC 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: 320 shares; 2024Q4: 1,280 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares 905 $115K 0.04% 0 BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,946 shares; 2025Q1: 2,143 shares; 2025Q2: 2,251 shares; 2025Q3: 1,872 shares; 2025Q4: 2,035 shares; 2026Q1: 2,220 shares 2,220 $107K 0.04% +185 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: 600 shares; 2025Q2: 3,348 shares; 2025Q3: 3,508 shares; 2025Q4: 3,508 shares; 2026Q1: 3,508 shares 3,508 $106K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 539 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares 513 $106K 0.04% 0 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: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,226 shares; 2025Q4: 1,227 shares; 2026Q1: 1,229 shares 1,229 $104K 0.04% +2 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 125 shares; 2025Q3: 131 shares; 2025Q4: 878 shares; 2026Q1: 2,133 shares 2,133 $101K 0.04% +1,255 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: 620 shares; 2024Q4: 626 shares; 2025Q1: 627 shares; 2025Q2: 632 shares; 2025Q3: 639 shares; 2025Q4: 704 shares; 2026Q1: 649 shares 649 $92.2K 0.03% -55 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 367 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 4,999 shares; 2025Q4: 5,018 shares; 2026Q1: 5,747 shares 5,747 $91.3K 0.03% +729 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 500 shares; 2025Q3: 504 shares; 2025Q4: 508 shares; 2026Q1: 513 shares 513 $88.6K 0.03% +5 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: 703 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $87.3K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $84.4K 0.03% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $83.6K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,311 shares; 2025Q1: 1,427 shares; 2025Q2: 1,643 shares; 2025Q3: 1,627 shares; 2025Q4: 1,641 shares; 2026Q1: 1,655 shares 1,655 $81.1K 0.03% +14 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: not reported; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 277 shares 277 $78.2K 0.03% -3 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares 1,011 $76K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122 shares 122 $74.9K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 231 shares; 2026Q1: 432 shares 432 $71.1K 0.02% +201 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: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 2,172 shares; 2025Q3: 2,219 shares; 2025Q4: 867 shares; 2026Q1: 912 shares 912 $70.1K 0.02% +45 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,022 shares; 2025Q4: 1,025 shares; 2026Q1: 1,027 shares 1,027 $68.1K 0.02% +2 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 400 shares; 2025Q2: 402 shares; 2025Q3: 404 shares; 2025Q4: 406 shares; 2026Q1: 408 shares 408 $67.9K 0.02% +2 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: 492 shares; 2024Q4: 492 shares; 2025Q1: 476 shares; 2025Q2: 477 shares; 2025Q3: 479 shares; 2025Q4: 481 shares; 2026Q1: 483 shares 483 $67.4K 0.02% +2 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 657 shares 657 $64.3K 0.02% +610 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: 9,578 shares; 2024Q4: 9,948 shares; 2025Q1: 11,438 shares; 2025Q2: 11,918 shares; 2025Q3: 12,707 shares; 2025Q4: 12,648 shares; 2026Q1: 430 shares 430 $62.8K 0.02% -12,218 Timeline GRDN GUARDIAN PHARMACY SVCS INC More: the full row for GUARDIAN PHARMACY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares 1,666 $62.7K 0.02% 0 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: 1,848 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 212 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares 1,274 $62.4K 0.02% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $57.9K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $57.8K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $57.8K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 430 shares; 2025Q1: 797 shares; 2025Q2: 852 shares; 2025Q3: 853 shares; 2025Q4: 854 shares; 2026Q1: 856 shares 856 $56K 0.02% +2 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 210 shares; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 187 shares; 2026Q1: 189 shares 189 $56K 0.02% +2 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: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 320 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 324 shares 324 $55.4K 0.02% +2 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares 835 $54.5K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 267 shares 267 $52.9K 0.02% +170 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $52.7K 0.02% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 691 shares 691 $50.5K 0.02% 0 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: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 143 shares; 2025Q4: 144 shares; 2026Q1: 145 shares 145 $50.5K 0.02% +1 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: 589 shares; 2026Q1: 589 shares 589 $50K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135 $49.1K 0.02% new 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: 494 shares; 2024Q4: 352 shares; 2025Q1: 389 shares; 2025Q2: 763 shares; 2025Q3: 764 shares; 2025Q4: 637 shares; 2026Q1: 504 shares 504 $48.6K 0.02% -133 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,207 shares; 2025Q1: 1,209 shares; 2025Q2: 1,212 shares; 2025Q3: 1,328 shares; 2025Q4: 1,331 shares; 2026Q1: 1,333 shares 1,333 $48.3K 0.02% +2 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $47.8K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 325 shares 325 $47.8K 0.02% +1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 4,839 shares; 2025Q1: 5,565 shares; 2025Q2: 4,134 shares; 2025Q3: 4,734 shares; 2025Q4: 4,716 shares; 2026Q1: 188 shares 188 $45.7K 0.02% -4,528 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 954 shares 954 $43.6K 0.02% new Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares 1,287 $43.4K 0.02% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $43.4K 0.02% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $42.8K 0.01% 0 Timeline XLY 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: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 189 shares; 2026Q1: 286 shares 286 $41.8K 0.01% +97 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 1,364 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115 $41K 0.01% 0 Timeline FLTB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 811 shares; 2026Q1: 811 shares 811 $40.8K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $40K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares 403 $39.1K 0.01% new 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 403 shares; 2025Q4: 529 shares; 2026Q1: 406 shares 406 $38.5K 0.01% -123 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 549 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $38.4K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $37.6K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $37.2K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 999 shares; 2025Q1: 149 shares; 2025Q2: 166 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 113 shares 113 $36.6K 0.01% -50 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 615 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $33.5K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $32.9K 0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,033 shares 3,033 $32.9K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $32.7K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $32.4K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $30.3K 0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $30.3K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 315 shares; 2026Q1: 240 shares 240 $29K 0.01% -75 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $28.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 451 shares; 2026Q1: 451 shares 451 $26.7K 0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $26.5K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $26.3K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $25.6K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $25.1K 0.01% 0 Timeline BROOKFIELD ASSET MGMT FCLAS… BROOKFIELD ASSET MGMT FCLASS A More: the full row for BROOKFIELD ASSET MGMT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $25.1K 0.01% 0 GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to 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: 845 shares 845 $24.9K 0.01% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439 $24.7K 0.01% 0 Timeline CRH PLC ADS CRH PLC ADS More: the full row for CRH PLC ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $23.4K 0.01% 0 MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,747 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $23.3K 0.01% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $23.2K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $22.5K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,560 shares; 2024Q4: 16,872 shares; 2025Q1: 19,870 shares; 2025Q2: 20,918 shares; 2025Q3: 1,281 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $22.4K 0.01% 0 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: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 266 shares; 2025Q4: 267 shares; 2026Q1: 268 shares 268 $22.2K 0.01% +1 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 572 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $21.7K 0.01% 0 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: 400 shares; 2025Q1: 400 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $21.6K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares 59 $21.4K 0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares 452 $21.2K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 182 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 91 shares 91 $21K 0.01% -92 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares 83 $20.5K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 143 shares; 2025Q4: 144 shares; 2026Q1: 145 shares 145 $20K 0.01% +1 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 289 shares; 2025Q4: 290 shares; 2026Q1: 291 shares 291 $19.5K 0.01% +1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $19K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 269 shares 269 $18.6K 0.01% new 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: 25 shares; 2024Q4: 50 shares; 2025Q1: 400 shares; 2025Q2: 963 shares; 2025Q3: 964 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $18K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: 611 shares; 2025Q3: 613 shares; 2025Q4: 612 shares; 2026Q1: 616 shares 616 $17.9K 0.01% +4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 73 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 76 shares 76 $17.8K 0.01% +1 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,324 shares; 2024Q4: 6,306 shares; 2025Q1: 6,433 shares; 2025Q2: 15 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 18 shares 18 $17.6K 0.01% +13 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $17.4K 0.01% 0 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $17.3K 0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 735 shares; 2025Q4: 745 shares; 2026Q1: 754 shares 754 $17.1K 0.01% +9 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 15 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $16.9K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: 549 shares; 2026Q1: 662 shares 662 $16.6K 0.01% +113 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 251 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $15.8K 0.01% 0 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: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $15.5K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $15.3K 0.01% 0 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: 888 shares; 2024Q4: 888 shares; 2025Q1: 1,008 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 135 shares 135 $13.9K <0.01% -198 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: 109 shares; 2024Q4: 109 shares; 2025Q1: 202 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $13.2K <0.01% 0 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: 194 shares; 2024Q4: 197 shares; 2025Q1: 198 shares; 2025Q2: 199 shares; 2025Q3: 200 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $13.1K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 157 shares; 2025Q4: 158 shares; 2026Q1: 159 shares 159 $13.1K <0.01% +1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $12.9K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 220 shares 220 $11.8K <0.01% -420 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,178 shares; 2024Q4: 27,301 shares; 2025Q1: 29,416 shares; 2025Q2: 26,126 shares; 2025Q3: 28,168 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $11.8K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $11.7K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $11.2K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 136 shares; 2025Q4: 138 shares; 2026Q1: 139 shares 139 $10.9K <0.01% +1 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $10.3K <0.01% 0 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146 shares 146 $10.2K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $9.61K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $9.38K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $8.84K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53 shares 53 $8.62K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $8.19K <0.01% 0 Timeline EPI 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $8.16K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7.03K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 126 shares 126 $6.89K <0.01% +1 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $6.81K <0.01% 0 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $6.8K <0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $6.56K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $6.54K <0.01% 0 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $6.43K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $6.19K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $5.77K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $5.75K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $5.63K <0.01% 0 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $5.54K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC 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: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $5.26K <0.01% 0 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $4.88K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $4.83K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $4.72K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares 49 $4.53K <0.01% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 143 shares; 2025Q4: 144 shares; 2026Q1: 145 shares 145 $4.44K <0.01% +1 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $4.29K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 100 shares; 2025Q4: 101 shares; 2026Q1: 103 shares 103 $3.89K <0.01% +2 Timeline ARKQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $3.6K <0.01% 0 Timeline ATLASSIAN CORP ATLASSIAN CORP More: the full row for ATLASSIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $3.07K <0.01% 0 MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 450 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $2.84K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.79K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $2.7K <0.01% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $2.54K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $2.48K <0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 27 shares; 2026Q1: 43 shares 43 $2.45K <0.01% +16 PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $2.17K <0.01% 0 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $1.94K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 5 shares 5 $1.89K <0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 200 shares 200 $1.83K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $1.81K <0.01% 0 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $1.77K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 5 shares 5 $1.5K <0.01% new 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 53 shares 53 $1.43K <0.01% +2 Timeline BBUC BROOKFIELD BUSINESS HOLDINGS More: the full row for BROOKFIELD BUSINESS HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 45 shares 45 $1.42K <0.01% +30 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.29K <0.01% 0 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 123 shares; 2025Q4: 128 shares; 2026Q1: 132 shares 132 $1.27K <0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $1.24K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $1.21K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $1.11K <0.01% 0 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 146 shares; 2026Q1: 146 shares 146 $1.11K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 63 shares; 2025Q2: 156 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $1.08K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 110 shares; 2026Q1: 110 shares 110 $994 <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $970 <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $937 <0.01% 0 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $911 <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $870 <0.01% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $681 <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $446 <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $300 <0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $274 <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $232 <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $188 <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $182 <0.01% 0 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 3 shares 3 $172 <0.01% +1 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $163 <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $158 <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $157 <0.01% 0 Timeline EPSM EPSIUM ENTERPRISE LTD More: the full row for EPSIUM ENTERPRISE 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: 80 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $127 <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $120 <0.01% 0 Timeline RVLV REVOLVE GROUP INC More: the full row for REVOLVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $113 <0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $76 <0.01% 0 Timeline EVTR 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: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $53 <0.01% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $47 <0.01% 0 Timeline CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $5 <0.01% 0