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: 249,033 shares; 2024Q4: 268,175 shares; 2025Q1: 221,167 shares; 2025Q2: 240,710 shares; 2025Q3: 352,580 shares; 2025Q4: 364,404 shares; 2026Q1: 241,784 shares 241,784 $158M 13.15% -122,620 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: 2,266,280 shares; 2024Q4: 2,176,759 shares; 2025Q1: 2,053,058 shares; 2025Q2: 1,995,889 shares; 2025Q3: 2,096,584 shares; 2025Q4: 2,257,447 shares; 2026Q1: 2,506,993 shares 2,506,993 $114M 9.53% +249,546 Timeline SGOV 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: 59 shares; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 32,447 shares; 2025Q3: 7,609 shares; 2025Q4: 1,267 shares; 2026Q1: 847,272 shares 847,272 $85.3M 7.1% +846,005 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 708,211 shares 708,211 $60.1M 5% 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: 755,387 shares; 2024Q4: 771,486 shares; 2025Q1: 794,715 shares; 2025Q2: 787,509 shares; 2025Q3: 783,300 shares; 2025Q4: 819,258 shares; 2026Q1: 802,743 shares 802,743 $54.2M 4.51% -16,515 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: 709,256 shares; 2024Q4: 762,866 shares; 2025Q1: 833,243 shares; 2025Q2: 827,232 shares; 2025Q3: 860,987 shares; 2025Q4: 885,173 shares; 2026Q1: 851,280 shares 851,280 $50.4M 4.2% -33,893 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,654 shares; 2024Q4: 83,904 shares; 2025Q1: 90,922 shares; 2025Q2: 91,250 shares; 2025Q3: 94,566 shares; 2025Q4: 94,079 shares; 2026Q1: 97,746 shares 97,746 $42.7M 3.56% +3,667 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: 1,097,660 shares; 2024Q4: 1,041,290 shares; 2025Q1: 1,010,439 shares; 2025Q2: 996,962 shares; 2025Q3: 793,680 shares; 2025Q4: 803,623 shares; 2026Q1: 794,939 shares 794,939 $37.3M 3.11% -8,684 Timeline MOAT 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: 815,739 shares; 2024Q4: 820,432 shares; 2025Q1: 649,504 shares; 2025Q2: 391,605 shares; 2025Q3: 382,790 shares; 2025Q4: 374,604 shares; 2026Q1: 358,066 shares 358,066 $34.6M 2.88% -16,538 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: 377,012 shares; 2024Q4: 418,571 shares; 2025Q1: 455,580 shares; 2025Q2: 481,406 shares; 2025Q3: 470,986 shares; 2025Q4: 472,679 shares; 2026Q1: 521,916 shares 521,916 $33.4M 2.79% +49,237 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,892 shares; 2024Q4: 217,248 shares; 2025Q1: 216,612 shares; 2025Q2: 216,507 shares; 2025Q3: 216,415 shares; 2025Q4: 214,894 shares; 2026Q1: 214,718 shares 214,718 $23.6M 1.96% -176 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,767 shares; 2024Q4: 30,768 shares; 2025Q1: 32,446 shares; 2025Q2: 62,964 shares; 2025Q3: 63,063 shares; 2025Q4: 62,597 shares; 2026Q1: 77,840 shares 77,840 $23.3M 1.94% +15,243 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: 255,040 shares; 2024Q4: 251,923 shares; 2025Q1: 238,751 shares; 2025Q2: 244,412 shares; 2025Q3: 243,173 shares; 2025Q4: 240,445 shares; 2026Q1: 231,595 shares 231,595 $22.7M 1.89% -8,850 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: 126,821 shares; 2024Q4: 121,104 shares; 2025Q1: 102,119 shares; 2025Q2: 99,431 shares; 2025Q3: 96,797 shares; 2025Q4: 96,219 shares; 2026Q1: 92,589 shares 92,589 $19.9M 1.66% -3,630 Timeline FNDF 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: 600,369 shares; 2024Q4: 553,912 shares; 2025Q1: 448,764 shares; 2025Q2: 405,048 shares; 2025Q3: 391,733 shares; 2025Q4: 386,322 shares; 2026Q1: 370,177 shares 370,177 $18.1M 1.51% -16,145 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,850 shares; 2024Q4: 322,850 shares; 2025Q1: 317,650 shares; 2025Q2: 314,601 shares; 2025Q3: 471,900 shares; 2025Q4: 419,794 shares; 2026Q1: 419,794 shares 419,794 $17M 1.42% 0 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: 111 shares; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: 190,101 shares; 2025Q3: 217,943 shares; 2025Q4: 222,779 shares; 2026Q1: 219,166 shares 219,166 $16.5M 1.37% -3,613 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,686 shares; 2024Q4: 293,000 shares; 2025Q1: 304,456 shares; 2025Q2: 316,007 shares; 2025Q3: 302,608 shares; 2025Q4: 302,683 shares; 2026Q1: 303,865 shares 303,865 $16.4M 1.37% +1,182 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,457 shares; 2024Q4: 527,866 shares; 2025Q1: 384,094 shares; 2025Q2: 340,424 shares; 2025Q3: 335,572 shares; 2025Q4: 331,663 shares; 2026Q1: 322,548 shares 322,548 $15.6M 1.3% -9,115 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: 27,410 shares; 2024Q4: 27,168 shares; 2025Q1: 30,663 shares; 2025Q2: 51,935 shares; 2025Q3: 50,775 shares; 2025Q4: 50,375 shares; 2026Q1: 49,982 shares 49,982 $14.4M 1.2% -393 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: 115,392 shares; 2024Q4: 116,647 shares; 2025Q1: 114,860 shares; 2025Q2: 105,757 shares; 2025Q3: 103,871 shares; 2025Q4: 102,013 shares; 2026Q1: 99,452 shares 99,452 $12.4M 1.03% -2,561 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: 25,959 shares; 2024Q4: 25,973 shares; 2025Q1: 26,161 shares; 2025Q2: 26,069 shares; 2025Q3: 32,348 shares; 2025Q4: 32,497 shares; 2026Q1: 32,620 shares 32,620 $12.1M 1.01% +123 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,859 shares; 2024Q4: 165,999 shares; 2025Q1: 160,052 shares; 2025Q2: 151,425 shares; 2025Q3: 146,781 shares; 2025Q4: 142,714 shares; 2026Q1: 130,749 shares 130,749 $11.5M 0.96% -11,965 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: 35,703 shares; 2024Q4: 34,633 shares; 2025Q1: 33,320 shares; 2025Q2: 37,842 shares; 2025Q3: 42,157 shares; 2025Q4: 83,149 shares; 2026Q1: 139,795 shares 139,795 $10.7M 0.89% +56,646 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: 286,120 shares; 2024Q4: 281,848 shares; 2025Q1: 247,768 shares; 2025Q2: 237,809 shares; 2025Q3: 236,336 shares; 2025Q4: 232,544 shares; 2026Q1: 218,649 shares 218,649 $10.4M 0.87% -13,895 Timeline VIGI 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: 126,405 shares; 2024Q4: 123,555 shares; 2025Q1: 113,638 shares; 2025Q2: 105,356 shares; 2025Q3: 101,831 shares; 2025Q4: 98,980 shares; 2026Q1: 96,068 shares 96,068 $8.5M 0.71% -2,912 Timeline MDYG 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: 118,963 shares; 2024Q4: 117,025 shares; 2025Q1: 111,675 shares; 2025Q2: 103,453 shares; 2025Q3: 101,536 shares; 2025Q4: 98,866 shares; 2026Q1: 85,630 shares 85,630 $8.22M 0.68% -13,236 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,853 shares; 2024Q4: 65,853 shares; 2025Q1: 65,853 shares; 2025Q2: 65,853 shares; 2025Q3: 65,853 shares; 2025Q4: 65,853 shares; 2026Q1: 62,452 shares 62,452 $8.11M 0.68% -3,401 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: 7,957 shares; 2024Q4: 7,855 shares; 2025Q1: 8,880 shares; 2025Q2: 31,217 shares; 2025Q3: 30,681 shares; 2025Q4: 30,821 shares; 2026Q1: 29,595 shares 29,595 $7.75M 0.65% -1,226 Timeline MDYV 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: 134,411 shares; 2024Q4: 126,724 shares; 2025Q1: 117,815 shares; 2025Q2: 108,014 shares; 2025Q3: 103,469 shares; 2025Q4: 98,958 shares; 2026Q1: 88,612 shares 88,612 $7.55M 0.63% -10,346 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: 32,220 shares; 2024Q4: 30,695 shares; 2025Q1: 30,399 shares; 2025Q2: 30,682 shares; 2025Q3: 30,413 shares; 2025Q4: 30,000 shares; 2026Q1: 29,394 shares 29,394 $7.46M 0.62% -606 Timeline IVLU 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: 372,510 shares; 2024Q4: 336,102 shares; 2025Q1: 271,981 shares; 2025Q2: 244,293 shares; 2025Q3: 235,769 shares; 2025Q4: 221,946 shares; 2026Q1: 182,698 shares 182,698 $7.25M 0.6% -39,248 Timeline ESGD 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: 66,405 shares; 2024Q4: 68,448 shares; 2025Q1: 64,417 shares; 2025Q2: 65,342 shares; 2025Q3: 66,006 shares; 2025Q4: 70,302 shares; 2026Q1: 74,628 shares 74,628 $7.14M 0.59% +4,326 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,160 shares; 2024Q4: 74,930 shares; 2025Q1: 73,118 shares; 2025Q2: 72,456 shares; 2025Q3: 69,983 shares; 2025Q4: 68,709 shares; 2026Q1: 63,759 shares 63,759 $6.42M 0.53% -4,950 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: 283,708 shares; 2024Q4: 845,129 shares; 2025Q1: 804,897 shares; 2025Q2: 347,478 shares; 2025Q3: 288,042 shares; 2025Q4: 246,152 shares; 2026Q1: 177,201 shares 177,201 $5.44M 0.45% -68,951 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,769 shares; 2024Q4: 117,044 shares; 2025Q1: 100,282 shares; 2025Q2: 89,933 shares; 2025Q3: 80,364 shares; 2025Q4: 73,143 shares; 2026Q1: 57,661 shares 57,661 $5.34M 0.45% -15,482 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,989 shares; 2024Q4: 14,854 shares; 2025Q1: 14,589 shares; 2025Q2: 14,589 shares; 2025Q3: 14,589 shares; 2025Q4: 14,364 shares; 2026Q1: 13,733 shares 13,733 $4.69M 0.39% -631 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,441 shares; 2024Q4: 54,441 shares; 2025Q1: 54,441 shares; 2025Q2: 54,441 shares; 2025Q3: 54,441 shares; 2025Q4: 54,441 shares; 2026Q1: 54,097 shares 54,097 $4.58M 0.38% -344 Timeline AVEM 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: 99,235 shares; 2024Q4: 87,969 shares; 2025Q1: 73,398 shares; 2025Q2: 68,721 shares; 2025Q3: 62,637 shares; 2025Q4: 59,182 shares; 2026Q1: 56,531 shares 56,531 $4.56M 0.38% -2,651 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,782 shares; 2024Q4: 123,196 shares; 2025Q1: 119,422 shares; 2025Q2: 104,239 shares; 2025Q3: 117,495 shares; 2025Q4: 97,569 shares; 2026Q1: 90,994 shares 90,994 $4.54M 0.38% -6,575 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,533 shares; 2024Q4: 37,327 shares; 2025Q1: 36,420 shares; 2025Q2: 35,960 shares; 2025Q3: 35,131 shares; 2025Q4: 35,375 shares; 2026Q1: 34,147 shares 34,147 $4.52M 0.38% -1,228 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: 26,755 shares; 2024Q4: 26,198 shares; 2025Q1: 25,367 shares; 2025Q2: 25,329 shares; 2025Q3: 25,040 shares; 2025Q4: 24,632 shares; 2026Q1: 23,002 shares 23,002 $4.24M 0.35% -1,630 Timeline XVV 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: 81,352 shares; 2024Q4: 94,618 shares; 2025Q1: 87,589 shares; 2025Q2: 82,601 shares; 2025Q3: 97,029 shares; 2025Q4: 100,962 shares; 2026Q1: 85,643 shares 85,643 $4.22M 0.35% -15,319 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: 57,671 shares; 2024Q4: 57,337 shares; 2025Q1: 55,637 shares; 2025Q2: 56,339 shares; 2025Q3: 56,019 shares; 2025Q4: 55,390 shares; 2026Q1: 54,858 shares 54,858 $4.12M 0.34% -532 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,091 shares; 2024Q4: 38,091 shares; 2025Q1: 38,091 shares; 2025Q2: 38,091 shares; 2025Q3: 37,753 shares; 2025Q4: 36,753 shares; 2026Q1: 35,753 shares 35,753 $4.08M 0.34% -1,000 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,859 shares; 2024Q4: 78,323 shares; 2025Q1: 86,388 shares; 2025Q2: 81,126 shares; 2025Q3: 81,784 shares; 2025Q4: 91,019 shares; 2026Q1: 86,178 shares 86,178 $3.91M 0.33% -4,841 Timeline VCSH 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: 53,228 shares; 2024Q4: 54,631 shares; 2025Q1: 54,410 shares; 2025Q2: 55,445 shares; 2025Q3: 53,556 shares; 2025Q4: 50,254 shares; 2026Q1: 49,030 shares 49,030 $3.89M 0.32% -1,224 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: 154,839 shares; 2024Q4: 150,387 shares; 2025Q1: 108,263 shares; 2025Q2: 102,445 shares; 2025Q3: 98,089 shares; 2025Q4: 91,140 shares; 2026Q1: 66,106 shares 66,106 $3.74M 0.31% -25,034 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,580 shares; 2024Q4: 58,249 shares; 2025Q1: 64,876 shares; 2025Q2: 66,229 shares; 2025Q3: 67,556 shares; 2025Q4: 73,620 shares; 2026Q1: 76,619 shares 76,619 $3.64M 0.3% +2,999 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: 10,396 shares; 2024Q4: 10,286 shares; 2025Q1: 10,344 shares; 2025Q2: 11,515 shares; 2025Q3: 11,517 shares; 2025Q4: 11,287 shares; 2026Q1: 11,103 shares 11,103 $3.56M 0.3% -184 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,990 shares; 2024Q4: 1,518 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 32,479 shares 32,479 $3.22M 0.27% +31,813 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,596 shares; 2025Q1: 4,575 shares; 2025Q2: 4,614 shares; 2025Q3: 4,614 shares; 2025Q4: 4,611 shares; 2026Q1: 4,597 shares 4,597 $3.21M 0.27% -14 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 4,655 shares; 2025Q1: 758,389 shares; 2025Q2: 800,386 shares; 2025Q3: 24,890 shares; 2025Q4: 11,838 shares; 2026Q1: 33,590 shares 33,590 $3.08M 0.26% +21,752 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: 74,167 shares; 2024Q4: 71,409 shares; 2025Q1: 71,420 shares; 2025Q2: 70,762 shares; 2025Q3: 69,898 shares; 2025Q4: 69,643 shares; 2026Q1: 68,673 shares 68,673 $3.03M 0.25% -970 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: 10,306 shares; 2024Q4: 10,296 shares; 2025Q1: 10,306 shares; 2025Q2: 10,606 shares; 2025Q3: 10,582 shares; 2025Q4: 10,233 shares; 2026Q1: 10,354 shares 10,354 $2.97M 0.25% +121 Timeline DFEM 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: 159,192 shares; 2024Q4: 134,309 shares; 2025Q1: 116,985 shares; 2025Q2: 104,829 shares; 2025Q3: 96,940 shares; 2025Q4: 89,983 shares; 2026Q1: 85,189 shares 85,189 $2.94M 0.25% -4,794 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,328 shares; 2024Q4: 38,006 shares; 2025Q1: 31,476 shares; 2025Q2: 28,740 shares; 2025Q3: 28,404 shares; 2025Q4: 27,856 shares; 2026Q1: 25,892 shares 25,892 $2.88M 0.24% -1,964 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: 10,020 shares; 2024Q4: 10,020 shares; 2025Q1: 9,758 shares; 2025Q2: 9,184 shares; 2025Q3: 9,384 shares; 2025Q4: 9,305 shares; 2026Q1: 9,360 shares 9,360 $2.69M 0.22% +55 Timeline DON 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: 73,312 shares; 2024Q4: 71,227 shares; 2025Q1: 62,960 shares; 2025Q2: 58,980 shares; 2025Q3: 56,575 shares; 2025Q4: 54,244 shares; 2026Q1: 48,380 shares 48,380 $2.54M 0.21% -5,864 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,543 shares; 2024Q4: 8,629 shares; 2025Q1: 8,626 shares; 2025Q2: 8,585 shares; 2025Q3: 8,451 shares; 2025Q4: 8,540 shares; 2026Q1: 8,558 shares 8,558 $2.52M 0.21% +18 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: 11,712 shares; 2024Q4: 12,048 shares; 2025Q1: 11,189 shares; 2025Q2: 10,720 shares; 2025Q3: 11,529 shares; 2025Q4: 11,807 shares; 2026Q1: 11,760 shares 11,760 $2.45M 0.2% -47 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: 28,588 shares; 2024Q4: 28,564 shares; 2025Q1: 28,560 shares; 2025Q2: 29,706 shares; 2025Q3: 28,427 shares; 2025Q4: 28,268 shares; 2026Q1: 27,701 shares 27,701 $2.4M 0.2% -567 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 3,350 shares; 2025Q1: 3,635 shares; 2025Q2: 3,798 shares; 2025Q3: 3,736 shares; 2025Q4: 3,713 shares; 2026Q1: 3,659 shares 3,659 $2.38M 0.2% -54 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: 11,892 shares; 2024Q4: 12,492 shares; 2025Q1: 14,230 shares; 2025Q2: 11,418 shares; 2025Q3: 12,188 shares; 2025Q4: 12,229 shares; 2026Q1: 12,643 shares 12,643 $2.2M 0.18% +414 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.18% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,289 shares; 2024Q4: 10,187 shares; 2025Q1: 10,287 shares; 2025Q2: 10,140 shares; 2025Q3: 10,073 shares; 2025Q4: 9,991 shares; 2026Q1: 8,411 shares 8,411 $2.06M 0.17% -1,580 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: 9,097 shares; 2024Q4: 9,071 shares; 2025Q1: 9,296 shares; 2025Q2: 9,296 shares; 2025Q3: 9,373 shares; 2025Q4: 9,201 shares; 2026Q1: 9,022 shares 9,022 $1.96M 0.16% -179 Timeline ESGE 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: 43,354 shares; 2024Q4: 44,161 shares; 2025Q1: 41,335 shares; 2025Q2: 41,467 shares; 2025Q3: 38,028 shares; 2025Q4: 43,870 shares; 2026Q1: 43,118 shares 43,118 $1.96M 0.16% -752 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,575 shares; 2024Q4: 32,966 shares; 2025Q1: 32,821 shares; 2025Q2: 32,694 shares; 2025Q3: 29,237 shares; 2025Q4: 29,128 shares; 2026Q1: 28,393 shares 28,393 $1.91M 0.16% -735 Timeline IDV 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: 62,398 shares; 2024Q4: 61,209 shares; 2025Q1: 51,777 shares; 2025Q2: 50,845 shares; 2025Q3: 49,716 shares; 2025Q4: 48,803 shares; 2026Q1: 42,833 shares 42,833 $1.82M 0.15% -5,970 Timeline DES 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: 58,317 shares; 2024Q4: 57,172 shares; 2025Q1: 54,414 shares; 2025Q2: 54,414 shares; 2025Q3: 54,125 shares; 2025Q4: 52,778 shares; 2026Q1: 50,701 shares 50,701 $1.82M 0.15% -2,077 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: 9,697 shares; 2024Q4: 9,539 shares; 2025Q1: 9,449 shares; 2025Q2: 9,449 shares; 2025Q3: 9,549 shares; 2025Q4: 9,484 shares; 2026Q1: 8,764 shares 8,764 $1.49M 0.12% -720 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: 5,306 shares; 2024Q4: 5,102 shares; 2025Q1: 4,987 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 4,941 shares; 2026Q1: 4,663 shares 4,663 $1.45M 0.12% -278 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: 14,996 shares; 2024Q4: 15,001 shares; 2025Q1: 15,451 shares; 2025Q2: 14,868 shares; 2025Q3: 14,868 shares; 2025Q4: 14,754 shares; 2026Q1: 14,601 shares 14,601 $1.41M 0.12% -153 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: 15,375 shares; 2024Q4: 15,268 shares; 2025Q1: 14,923 shares; 2025Q2: 14,855 shares; 2025Q3: 14,805 shares; 2025Q4: 14,676 shares; 2026Q1: 14,591 shares 14,591 $1.37M 0.11% -85 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,410 shares; 2024Q4: 55,534 shares; 2025Q1: 51,814 shares; 2025Q2: 48,237 shares; 2025Q3: 48,764 shares; 2025Q4: 55,040 shares; 2026Q1: 57,934 shares 57,934 $1.34M 0.11% +2,894 Timeline GDX 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: 15,104 shares; 2024Q4: 15,104 shares; 2025Q1: 15,104 shares; 2025Q2: 14,898 shares; 2025Q3: 14,898 shares; 2025Q4: 14,898 shares; 2026Q1: 14,539 shares 14,539 $1.33M 0.11% -359 Timeline 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: 81,725 shares; 2024Q4: 95,646 shares; 2025Q1: 81,522 shares; 2025Q2: 69,362 shares; 2025Q3: 26,672 shares; 2025Q4: 27,117 shares; 2026Q1: 27,441 shares 27,441 $1.32M 0.11% +324 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: 12,508 shares; 2024Q4: 13,690 shares; 2025Q1: 13,349 shares; 2025Q2: 13,099 shares; 2025Q3: 13,099 shares; 2025Q4: 13,144 shares; 2026Q1: 14,557 shares 14,557 $1.32M 0.11% +1,413 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: 13,476 shares; 2024Q4: 13,192 shares; 2025Q1: 12,858 shares; 2025Q2: 12,858 shares; 2025Q3: 12,839 shares; 2025Q4: 12,860 shares; 2026Q1: 12,679 shares 12,679 $1.3M 0.11% -181 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,126 shares; 2026Q1: 10,101 shares 10,101 $1.3M 0.11% -25 Timeline VSGX 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: 19,938 shares; 2024Q4: 19,909 shares; 2025Q1: 21,858 shares; 2025Q2: 18,335 shares; 2025Q3: 18,365 shares; 2025Q4: 18,470 shares; 2026Q1: 18,001 shares 18,001 $1.29M 0.11% -469 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: 35,428 shares; 2024Q4: 34,806 shares; 2025Q1: 22,350 shares; 2025Q2: 16,394 shares; 2025Q3: 15,637 shares; 2025Q4: 14,864 shares; 2026Q1: 13,338 shares 13,338 $1.29M 0.11% -1,526 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,018 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 3,434 shares; 2025Q4: 4,516 shares; 2026Q1: 4,390 shares 4,390 $1.28M 0.11% -126 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: 21,748 shares; 2024Q4: 20,672 shares; 2025Q1: 16,775 shares; 2025Q2: 12,937 shares; 2025Q3: 11,621 shares; 2025Q4: 11,535 shares; 2026Q1: 11,555 shares 11,555 $1.28M 0.11% +20 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,632 shares; 2025Q1: 4,619 shares; 2025Q2: 4,525 shares; 2025Q3: 4,603 shares; 2025Q4: 4,603 shares; 2026Q1: 4,429 shares 4,429 $1.2M 0.1% -174 Timeline XJR 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: 22,834 shares; 2024Q4: 25,192 shares; 2025Q1: 21,816 shares; 2025Q2: 26,250 shares; 2025Q3: 25,774 shares; 2025Q4: 27,667 shares; 2026Q1: 26,949 shares 26,949 $1.17M 0.1% -718 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: 2,031 shares; 2024Q4: 2,004 shares; 2025Q1: 1,794 shares; 2025Q2: 1,779 shares; 2025Q3: 1,945 shares; 2025Q4: 2,005 shares; 2026Q1: 2,013 shares 2,013 $1.15M 0.1% +8 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: 16,937 shares; 2024Q4: 16,782 shares; 2025Q1: 15,163 shares; 2025Q2: 15,258 shares; 2025Q3: 15,018 shares; 2025Q4: 14,838 shares; 2026Q1: 13,853 shares 13,853 $1.07M 0.09% -985 Timeline SUSB 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: 43,955 shares; 2024Q4: 42,645 shares; 2025Q1: 35,616 shares; 2025Q2: 38,563 shares; 2025Q3: 38,036 shares; 2025Q4: 40,358 shares; 2026Q1: 42,139 shares 42,139 $1.06M 0.09% +1,781 Timeline PWV 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: 26,317 shares; 2024Q4: 25,378 shares; 2025Q1: 21,265 shares; 2025Q2: 20,777 shares; 2025Q3: 19,359 shares; 2025Q4: 18,718 shares; 2026Q1: 15,092 shares 15,092 $1.05M 0.09% -3,626 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 8,133 shares; 2025Q1: 7,663 shares; 2025Q2: 7,539 shares; 2025Q3: 7,414 shares; 2025Q4: 7,370 shares; 2026Q1: 7,112 shares 7,112 $1.03M 0.09% -258 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $1.03M 0.09% 0 Timeline SMOG 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: 2,788 shares; 2024Q4: 6,296 shares; 2025Q1: 6,389 shares; 2025Q2: 6,477 shares; 2025Q3: 6,941 shares; 2025Q4: 6,969 shares; 2026Q1: 7,294 shares 7,294 $1.01M 0.08% +325 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: 4,260 shares; 2024Q4: 4,340 shares; 2025Q1: 4,515 shares; 2025Q2: 4,340 shares; 2025Q3: 4,458 shares; 2025Q4: 4,483 shares; 2026Q1: 4,790 shares 4,790 $991K 0.08% +307 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,167 shares; 2025Q1: 6,267 shares; 2025Q2: 6,167 shares; 2025Q3: 6,559 shares; 2025Q4: 6,590 shares; 2026Q1: 6,624 shares 6,624 $974K 0.08% +34 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,071 shares; 2024Q4: 16,935 shares; 2025Q1: 16,935 shares; 2025Q2: 18,907 shares; 2025Q3: 18,907 shares; 2025Q4: 18,907 shares; 2026Q1: 18,907 shares 18,907 $964K 0.08% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,702 shares; 2025Q1: 7,074 shares; 2025Q2: 7,074 shares; 2025Q3: 6,657 shares; 2025Q4: 6,474 shares; 2026Q1: 6,249 shares 6,249 $954K 0.08% -225 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,797 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,739 shares; 2026Q1: 1,689 shares 1,689 $951K 0.08% -50 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: 1,024 shares; 2024Q4: 1,016 shares; 2025Q1: 1,313 shares; 2025Q2: 1,289 shares; 2025Q3: 1,279 shares; 2025Q4: 1,662 shares; 2026Q1: 1,648 shares 1,648 $951K 0.08% -14 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: 4,350 shares; 2024Q4: 3,844 shares; 2025Q1: 3,844 shares; 2025Q2: 3,842 shares; 2025Q3: 3,784 shares; 2025Q4: 3,771 shares; 2026Q1: 3,623 shares 3,623 $932K 0.08% -148 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: 13,508 shares; 2024Q4: 13,673 shares; 2025Q1: 13,423 shares; 2025Q2: 13,154 shares; 2025Q3: 13,141 shares; 2025Q4: 13,424 shares; 2026Q1: 13,361 shares 13,361 $932K 0.08% -63 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: 9,136 shares; 2024Q4: 9,136 shares; 2025Q1: 9,088 shares; 2025Q2: 9,009 shares; 2025Q3: 8,936 shares; 2025Q4: 8,782 shares; 2026Q1: 8,113 shares 8,113 $918K 0.08% -669 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,378 shares; 2025Q1: 1,327 shares; 2025Q2: 1,829 shares; 2025Q3: 2,168 shares; 2025Q4: 19,614 shares; 2026Q1: 19,639 shares 19,639 $917K 0.08% +25 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,174 shares; 2024Q4: 42,948 shares; 2025Q1: 38,111 shares; 2025Q2: 36,139 shares; 2025Q3: 29,001 shares; 2025Q4: 24,818 shares; 2026Q1: 17,866 shares 17,866 $904K 0.08% -6,952 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,267 shares; 2025Q1: 3,523 shares; 2025Q2: 3,879 shares; 2025Q3: 4,151 shares; 2025Q4: 4,356 shares; 2026Q1: 4,529 shares 4,529 $893K 0.07% +173 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: 19,197 shares; 2024Q4: 19,009 shares; 2025Q1: 18,896 shares; 2025Q2: 18,896 shares; 2025Q3: 18,477 shares; 2025Q4: 18,269 shares; 2026Q1: 18,072 shares 18,072 $881K 0.07% -197 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,498 shares; 2024Q4: 11,498 shares; 2025Q1: 11,498 shares; 2025Q2: 7,889 shares; 2025Q3: 7,889 shares; 2025Q4: 8,170 shares; 2026Q1: 8,170 shares 8,170 $867K 0.07% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares 1,777 $862K 0.07% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: 7,285 shares; 2025Q1: 6,319 shares; 2025Q2: 6,516 shares; 2025Q3: 6,708 shares; 2025Q4: 6,759 shares; 2026Q1: 6,119 shares 6,119 $808K 0.07% -640 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,901 shares; 2024Q4: 30,164 shares; 2025Q1: 29,343 shares; 2025Q2: 27,645 shares; 2025Q3: 25,338 shares; 2025Q4: 24,128 shares; 2026Q1: 23,518 shares 23,518 $806K 0.07% -610 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,241 shares; 2024Q4: 22,324 shares; 2025Q1: 18,581 shares; 2025Q2: 16,941 shares; 2025Q3: 16,271 shares; 2025Q4: 16,215 shares; 2026Q1: 15,165 shares 15,165 $790K 0.07% -1,050 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,552 shares; 2026Q1: 7,932 shares 7,932 $786K 0.07% -2,620 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: 13,486 shares; 2024Q4: 13,367 shares; 2025Q1: 12,662 shares; 2025Q2: 11,912 shares; 2025Q3: 11,912 shares; 2025Q4: 10,919 shares; 2026Q1: 10,189 shares 10,189 $775K 0.06% -730 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,286 shares; 2024Q4: 22,056 shares; 2025Q1: 20,346 shares; 2025Q2: 20,040 shares; 2025Q3: 18,881 shares; 2025Q4: 18,646 shares; 2026Q1: 17,984 shares 17,984 $771K 0.06% -662 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,763 shares; 2025Q1: 4,327 shares; 2025Q2: 4,302 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares; 2026Q1: 4,105 shares 4,105 $766K 0.06% -181 Timeline MOTI 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: 39,870 shares; 2024Q4: 35,377 shares; 2025Q1: 28,509 shares; 2025Q2: 21,978 shares; 2025Q3: 21,978 shares; 2025Q4: 21,702 shares; 2026Q1: 21,702 shares 21,702 $741K 0.06% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 7,662 shares; 2025Q1: 7,602 shares; 2025Q2: 7,602 shares; 2025Q3: 7,602 shares; 2025Q4: 7,602 shares; 2026Q1: 7,594 shares 7,594 $738K 0.06% -8 Timeline DEM 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: 23,383 shares; 2024Q4: 21,463 shares; 2025Q1: 18,964 shares; 2025Q2: 15,902 shares; 2025Q3: 14,862 shares; 2025Q4: 14,767 shares; 2026Q1: 14,652 shares 14,652 $728K 0.06% -115 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: 6,016 shares; 2024Q4: 5,366 shares; 2025Q1: 5,011 shares; 2025Q2: 4,554 shares; 2025Q3: 4,406 shares; 2025Q4: 5,004 shares; 2026Q1: 5,004 shares 5,004 $727K 0.06% 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: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,806 shares; 2025Q2: 7,579 shares; 2025Q3: 7,579 shares; 2025Q4: 7,478 shares; 2026Q1: 7,478 shares 7,478 $726K 0.06% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,246 shares; 2025Q1: 1,145 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,224 shares; 2026Q1: 1,182 shares 1,182 $706K 0.06% -42 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,445 shares; 2024Q4: 11,445 shares; 2025Q1: 11,445 shares; 2025Q2: 10,775 shares; 2025Q3: 10,605 shares; 2025Q4: 10,737 shares; 2026Q1: 9,980 shares 9,980 $680K 0.06% -757 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 696 shares 696 $669K 0.06% -1 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: 12,493 shares; 2024Q4: 11,016 shares; 2025Q1: 9,130 shares; 2025Q2: 9,013 shares; 2025Q3: 8,953 shares; 2025Q4: 8,416 shares; 2026Q1: 8,314 shares 8,314 $662K 0.06% -102 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,330 shares; 2025Q1: 1,212 shares; 2025Q2: 1,569 shares; 2025Q3: 1,688 shares; 2025Q4: 1,751 shares; 2026Q1: 1,768 shares 1,768 $657K 0.05% +17 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: 5,788 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,695 shares; 2025Q3: 5,695 shares; 2025Q4: 5,740 shares; 2026Q1: 5,441 shares 5,441 $654K 0.05% -299 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: 2,566 shares; 2024Q4: 3,070 shares; 2025Q1: 3,003 shares; 2025Q2: 2,988 shares; 2025Q3: 2,687 shares; 2025Q4: 2,665 shares; 2026Q1: 2,631 shares 2,631 $652K 0.05% -34 Timeline ESGV 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: 6,433 shares; 2024Q4: 6,857 shares; 2025Q1: 6,273 shares; 2025Q2: 6,605 shares; 2025Q3: 7,279 shares; 2025Q4: 7,303 shares; 2026Q1: 5,624 shares 5,624 $631K 0.05% -1,679 Timeline SLYV 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: 19,467 shares; 2024Q4: 18,547 shares; 2025Q1: 12,765 shares; 2025Q2: 8,931 shares; 2025Q3: 8,311 shares; 2025Q4: 8,192 shares; 2026Q1: 6,651 shares 6,651 $629K 0.05% -1,541 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: 4,478 shares; 2024Q4: 4,459 shares; 2025Q1: 4,391 shares; 2025Q2: 4,330 shares; 2025Q3: 4,330 shares; 2025Q4: 4,396 shares; 2026Q1: 4,347 shares 4,347 $628K 0.05% -49 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 6,116 shares; 2025Q1: 5,781 shares; 2025Q2: 5,781 shares; 2025Q3: 5,781 shares; 2025Q4: 5,588 shares; 2026Q1: 5,061 shares 5,061 $599K 0.05% -527 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: 2,083 shares; 2024Q4: 2,008 shares; 2025Q1: 2,009 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,939 shares; 2026Q1: 1,975 shares 1,975 $597K 0.05% +36 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: 4,484 shares; 2024Q4: 4,440 shares; 2025Q1: 4,420 shares; 2025Q2: 4,420 shares; 2025Q3: 4,420 shares; 2025Q4: 4,273 shares; 2026Q1: 4,253 shares 4,253 $593K 0.05% -20 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: 4,168 shares; 2024Q4: 4,146 shares; 2025Q1: 3,877 shares; 2025Q2: 3,877 shares; 2025Q3: 3,877 shares; 2025Q4: 3,755 shares; 2026Q1: 3,771 shares 3,771 $586K 0.05% +16 Timeline SSII SS INNOVATIONS INTERNATIONAL More: the full row for SS INNOVATIONS INTERNATIONAL Quarterly 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: 87,703 shares; 2026Q1: 116,937 shares 116,937 $585K 0.05% +29,234 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,580 shares; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,547 shares; 2025Q4: 2,555 shares; 2026Q1: 2,555 shares 2,555 $578K 0.05% 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: 3,562 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares; 2026Q1: 3,562 shares 3,562 $576K 0.05% -1 Timeline AOA 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: 7,044 shares; 2024Q4: 7,200 shares; 2025Q1: 6,621 shares; 2025Q2: 6,324 shares; 2025Q3: 5,824 shares; 2025Q4: 5,868 shares; 2026Q1: 6,288 shares 6,288 $556K 0.05% +420 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: 970 shares; 2024Q4: 965 shares; 2025Q1: 943 shares; 2025Q2: 933 shares; 2025Q3: 924 shares; 2025Q4: 920 shares; 2026Q1: 887 shares 887 $547K 0.05% -33 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares 1,243 $530K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,454 shares; 2025Q1: 1,494 shares; 2025Q2: 1,524 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,496 shares 1,496 $492K 0.04% -24 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: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,685 shares; 2025Q2: 3,650 shares; 2025Q3: 3,500 shares; 2025Q4: 3,513 shares; 2026Q1: 3,488 shares 3,488 $457K 0.04% -25 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 6,863 shares; 2025Q1: 6,863 shares; 2025Q2: 6,863 shares; 2025Q3: 7,415 shares; 2025Q4: 6,863 shares; 2026Q1: 6,955 shares 6,955 $436K 0.04% +92 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,048 shares; 2026Q1: 1,007 shares 1,007 $433K 0.04% -41 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: 499 shares; 2024Q4: 499 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 444 shares; 2025Q4: 449 shares; 2026Q1: 448 shares 448 $412K 0.03% -1 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: 3,251 shares; 2024Q4: 3,301 shares; 2025Q1: 3,251 shares; 2025Q2: 3,347 shares; 2025Q3: 3,251 shares; 2025Q4: 3,361 shares; 2026Q1: 3,395 shares 3,395 $411K 0.03% +34 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 2,717 shares; 2025Q1: 2,563 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 2,478 shares; 2026Q1: 5,060 shares 5,060 $400K 0.03% +2,582 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 6,903 shares; 2025Q1: 5,217 shares; 2025Q2: 4,887 shares; 2025Q3: 4,187 shares; 2025Q4: 4,427 shares; 2026Q1: 3,341 shares 3,341 $396K 0.03% -1,086 Timeline DSI 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: 2,830 shares; 2024Q4: 2,843 shares; 2025Q1: 2,673 shares; 2025Q2: 2,666 shares; 2025Q3: 2,748 shares; 2025Q4: 3,241 shares; 2026Q1: 3,264 shares 3,264 $396K 0.03% +23 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 7,596 shares; 2025Q1: 7,154 shares; 2025Q2: 7,287 shares; 2025Q3: 7,287 shares; 2025Q4: 7,287 shares; 2026Q1: 7,287 shares 7,287 $395K 0.03% 0 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,807 shares; 2024Q4: 17,091 shares; 2025Q1: 11,076 shares; 2025Q2: 10,427 shares; 2025Q3: 10,301 shares; 2025Q4: 9,976 shares; 2026Q1: 9,344 shares 9,344 $389K 0.03% -632 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 9,036 shares; 2025Q3: 8,727 shares; 2025Q4: 8,786 shares; 2026Q1: 8,351 shares 8,351 $387K 0.03% -435 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: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,868 shares; 2025Q2: 1,851 shares; 2025Q3: 1,851 shares; 2025Q4: 3,702 shares; 2026Q1: 3,446 shares 3,446 $376K 0.03% -256 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: 10,786 shares; 2024Q4: 10,786 shares; 2025Q1: 11,786 shares; 2025Q2: 10,386 shares; 2025Q3: 10,286 shares; 2025Q4: 10,421 shares; 2026Q1: 9,115 shares 9,115 $374K 0.03% -1,306 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,683 shares; 2024Q4: 12,556 shares; 2025Q1: 12,533 shares; 2025Q2: 12,334 shares; 2025Q3: 11,324 shares; 2025Q4: 11,473 shares; 2026Q1: 9,966 shares 9,966 $371K 0.03% -1,507 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,628 shares; 2025Q3: 1,548 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares 1,649 $352K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,488 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,308 shares; 2025Q4: 1,312 shares; 2026Q1: 1,280 shares 1,280 $341K 0.03% -32 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: 847 shares; 2024Q4: 847 shares; 2025Q1: 897 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares 1,211 $338K 0.03% 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: 175 shares; 2025Q3: 2,502 shares; 2025Q4: 8,589 shares; 2026Q1: 8,589 shares 8,589 $330K 0.03% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 661 shares; 2025Q1: 621 shares; 2025Q2: 566 shares; 2025Q3: 610 shares; 2025Q4: 637 shares; 2026Q1: 657 shares 657 $328K 0.03% +20 Timeline DOL 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: 5,286 shares; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,806 shares; 2025Q4: 4,806 shares; 2026Q1: 4,806 shares 4,806 $327K 0.03% 0 Timeline VWOB 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: 5,427 shares; 2024Q4: 5,422 shares; 2025Q1: 5,188 shares; 2025Q2: 5,188 shares; 2025Q3: 4,938 shares; 2025Q4: 4,938 shares; 2026Q1: 4,932 shares 4,932 $324K 0.03% -6 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 297 shares; 2025Q2: 307 shares; 2025Q3: 327 shares; 2025Q4: 297 shares; 2026Q1: 323 shares 323 $322K 0.03% +26 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 4,016 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares; 2025Q4: 4,041 shares; 2026Q1: 4,041 shares 4,041 $321K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 6,079 shares; 2025Q2: 5,900 shares; 2025Q3: 5,298 shares; 2025Q4: 5,329 shares; 2026Q1: 5,281 shares 5,281 $320K 0.03% -48 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,904 shares; 2025Q1: 4,193 shares; 2025Q2: 3,546 shares; 2025Q3: 3,412 shares; 2025Q4: 3,151 shares; 2026Q1: 3,151 shares 3,151 $317K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 10,045 shares; 2025Q1: 6,761 shares; 2025Q2: 6,713 shares; 2025Q3: 6,477 shares; 2025Q4: 6,169 shares; 2026Q1: 5,883 shares 5,883 $311K 0.03% -286 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,654 shares; 2024Q4: 5,438 shares; 2025Q1: 4,771 shares; 2025Q2: 4,771 shares; 2025Q3: 3,678 shares; 2025Q4: 3,737 shares; 2026Q1: 4,291 shares 4,291 $308K 0.03% +554 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,071 shares; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,698 shares; 2025Q4: 1,665 shares; 2026Q1: 1,564 shares 1,564 $307K 0.03% -101 Timeline GNR 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: 5,162 shares; 2024Q4: 4,508 shares; 2025Q1: 4,328 shares; 2025Q2: 4,260 shares; 2025Q3: 4,174 shares; 2025Q4: 4,089 shares; 2026Q1: 4,089 shares 4,089 $305K 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,080 shares 1,080 $288K 0.02% -141 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,121 shares; 2024Q4: 25,485 shares; 2025Q1: 27,275 shares; 2025Q2: 21,252 shares; 2025Q3: 21,252 shares; 2025Q4: 21,252 shares; 2026Q1: 21,252 shares 21,252 $279K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,076 shares; 2024Q4: 7,797 shares; 2025Q1: 6,402 shares; 2025Q2: 6,186 shares; 2025Q3: 6,018 shares; 2025Q4: 6,030 shares; 2026Q1: 5,827 shares 5,827 $274K 0.02% -203 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,859 shares; 2026Q1: 1,965 shares 1,965 $267K 0.02% +106 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 7,174 shares; 2025Q1: 7,174 shares; 2025Q2: 7,174 shares; 2025Q3: 7,174 shares; 2025Q4: 4,803 shares; 2026Q1: 4,803 shares 4,803 $250K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 729 shares; 2025Q4: 734 shares; 2026Q1: 688 shares 688 $242K 0.02% -46 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 673 shares; 2026Q1: 673 shares 673 $240K 0.02% 0 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,487 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,391 shares; 2025Q4: 1,367 shares; 2026Q1: 1,197 shares 1,197 $233K 0.02% -170 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: 8,042 shares; 2024Q4: 7,915 shares; 2025Q1: 7,915 shares; 2025Q2: 8,035 shares; 2025Q3: 8,035 shares; 2025Q4: 8,643 shares; 2026Q1: 8,092 shares 8,092 $227K 0.02% -551 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: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,545 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,537 shares 1,537 $225K 0.02% -114 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,945 shares; 2025Q1: 4,271 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares; 2026Q1: 4,370 shares 4,370 $218K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares 1,609 $211K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,272 shares; 2025Q1: 1,982 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares; 2025Q4: 1,856 shares; 2026Q1: 1,813 shares 1,813 $208K 0.02% -43 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares 1,841 $208K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,340 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,214 shares; 2026Q1: 2,313 shares 2,313 $207K 0.02% +99 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,700 shares; 2025Q4: 2,731 shares; 2026Q1: 1,781 shares 1,781 $193K 0.02% -950 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,248 shares; 2026Q1: 1,664 shares 1,664 $193K 0.02% +416 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: 2,727 shares; 2024Q4: 2,612 shares; 2025Q1: 2,052 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 1,890 shares; 2026Q1: 1,535 shares 1,535 $191K 0.02% -355 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 970 shares; 2025Q1: 995 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 1,026 shares; 2026Q1: 974 shares 974 $189K 0.02% -52 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: 5,638 shares; 2024Q4: 5,391 shares; 2025Q1: 5,424 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 6,018 shares; 2026Q1: 6,018 shares 6,018 $174K 0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 239 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 239 shares; 2025Q4: 251 shares; 2026Q1: 246 shares 246 $174K 0.01% -5 Timeline PSL 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: 2,516 shares; 2024Q4: 2,434 shares; 2025Q1: 2,154 shares; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 1,657 shares; 2026Q1: 1,600 shares 1,600 $174K 0.01% -57 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 1,312 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares 1,321 $173K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 203 shares; 2026Q1: 200 shares 200 $169K 0.01% -3 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: 455 shares; 2024Q4: 508 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 379 shares; 2025Q4: 395 shares; 2026Q1: 685 shares 685 $166K 0.01% +290 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: 862 shares; 2024Q4: 862 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $163K 0.01% 0 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 398 shares; 2025Q4: 443 shares; 2026Q1: 525 shares 525 $162K 0.01% +82 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 306 shares; 2025Q3: 295 shares; 2025Q4: 357 shares; 2026Q1: 365 shares 365 $158K 0.01% +8 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 2,161 shares; 2026Q1: 2,161 shares 2,161 $155K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,284 shares; 2025Q3: 3,284 shares; 2025Q4: 3,161 shares; 2026Q1: 3,084 shares 3,084 $155K 0.01% -77 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: 832 shares; 2024Q4: 832 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 732 shares 732 $152K 0.01% -100 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,670 shares; 2026Q1: 9,670 shares 9,670 $151K 0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,830 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $151K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 490 shares; 2026Q1: 518 shares 518 $147K 0.01% +28 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 756 shares; 2025Q4: 756 shares; 2026Q1: 378 shares 378 $147K 0.01% -378 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 691 shares; 2026Q1: 697 shares 697 $145K 0.01% +6 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: 1,685 shares; 2024Q4: 1,665 shares; 2025Q1: 1,132 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 923 shares; 2026Q1: 748 shares 748 $144K 0.01% -175 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: 314 shares; 2024Q4: 313 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 389 shares; 2026Q1: 420 shares 420 $142K 0.01% +31 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,283 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004 $137K 0.01% 0 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,038 shares 1,038 $135K 0.01% -53 Timeline VCIT 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: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,623 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares 1,616 $134K 0.01% 0 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: 413 shares; 2024Q4: 413 shares; 2025Q1: 416 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 1,018 shares; 2026Q1: 978 shares 978 $130K 0.01% -40 Timeline 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: 1,532 shares; 2024Q4: 1,532 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares 1,432 $129K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $128K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,107 shares; 2025Q1: 1,286 shares; 2025Q2: 1,256 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 966 shares 966 $128K 0.01% -418 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $127K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,233 shares; 2025Q4: 1,289 shares; 2026Q1: 1,363 shares 1,363 $127K 0.01% +74 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 2,918 shares; 2026Q1: 2,918 shares 2,918 $126K 0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 246 shares; 2025Q4: 615 shares; 2026Q1: 768 shares 768 $126K 0.01% +153 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: 2,624 shares; 2024Q4: 1,449 shares; 2025Q1: 1,053 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,890 shares; 2026Q1: 1,841 shares 1,841 $122K 0.01% -49 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: 472 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares; 2026Q1: 1,262 shares 1,262 $122K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $120K 0.01% 0 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: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 936 shares; 2026Q1: 886 shares 886 $112K 0.01% -50 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 2,323 shares; 2026Q1: 2,323 shares 2,323 $112K 0.01% 0 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: 186 shares; 2024Q4: 336 shares; 2025Q1: 308 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 362 shares 362 $109K 0.01% -13 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 866 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 596 shares; 2026Q1: 596 shares 596 $109K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 516 shares; 2026Q1: 516 shares 516 $109K 0.01% 0 Timeline LRGF 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: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $107K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,556 shares; 2025Q3: 3,356 shares; 2025Q4: 3,211 shares; 2026Q1: 2,611 shares 2,611 $107K 0.01% -600 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $106K 0.01% 0 Timeline DFAX 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: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares 3,107 $106K 0.01% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares 1,141 $105K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 350 shares 350 $102K 0.01% -25 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373 $100K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,954 shares; 2026Q1: 1,954 shares 1,954 $100K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares 1,082 $100K 0.01% 0 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: 2,046 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,086 shares; 2026Q1: 2,046 shares 2,046 $100K 0.01% -40 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 222 shares; 2026Q1: 252 shares 252 $99.9K 0.01% +30 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 350 shares; 2026Q1: 346 shares 346 $99.3K 0.01% -4 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 536 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 577 shares; 2026Q1: 499 shares 499 $95.7K 0.01% -78 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: 433 shares; 2024Q4: 480 shares; 2025Q1: 620 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 465 shares; 2026Q1: 461 shares 461 $91.7K 0.01% -4 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: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 187 shares; 2026Q1: 185 shares 185 $90.9K 0.01% -2 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $89.5K 0.01% 0 Timeline IWV 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 193 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $89K 0.01% 0 Timeline VXF 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: 504 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 451 shares; 2025Q3: 443 shares; 2025Q4: 431 shares; 2026Q1: 431 shares 431 $88.7K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares; 2026Q1: 397 shares 397 $87.8K 0.01% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,435 shares; 2025Q1: 5,435 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares; 2025Q4: 3,369 shares; 2026Q1: 3,369 shares 3,369 $87.6K 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: 3,012 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115 $87.4K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,683 shares; 2026Q1: 467 shares 467 $85.1K 0.01% -1,216 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 542 shares 542 $84.1K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 106 shares; 2025Q2: 110 shares; 2025Q3: 79 shares; 2025Q4: 85 shares; 2026Q1: 94 shares 94 $82.1K 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: 64 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 133 shares; 2026Q1: 119 shares 119 $81.2K 0.01% -14 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 662 shares; 2025Q3: 662 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares 1,837 $80.5K 0.01% 0 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $78.3K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $77.6K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $76.1K 0.01% 0 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,016 shares 1,016 $76K 0.01% -34 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $73.7K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 3,047 shares; 2026Q1: 3,047 shares 3,047 $72.5K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares 1,016 $72.5K 0.01% 0 Timeline GDXJ 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $72K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $71.3K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $69.9K 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: 954 shares; 2024Q4: 833 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $69.7K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 608 shares 608 $69.3K 0.01% +26 Timeline XLG 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: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $68.2K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $67.1K 0.01% 0 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 162 shares; 2025Q2: 112 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 111 shares 111 $67.1K 0.01% -11 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: 722 shares; 2025Q3: 726 shares; 2025Q4: 731 shares; 2026Q1: 1,254 shares 1,254 $66.2K 0.01% +523 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,300 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $65.9K 0.01% 0 Timeline AOM 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: 1,260 shares; 2024Q4: 1,307 shares; 2025Q1: 1,035 shares; 2025Q2: 1,027 shares; 2025Q3: 1,346 shares; 2025Q4: 1,361 shares; 2026Q1: 1,376 shares 1,376 $65.2K 0.01% +15 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $64.8K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042 $63.8K 0.01% 0 Timeline FNDX 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: 794 shares; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,277 shares; 2026Q1: 2,277 shares 2,277 $63.4K 0.01% 0 Timeline NANR 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: 1,393 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 835 shares; 2025Q3: 818 shares; 2025Q4: 779 shares; 2026Q1: 753 shares 753 $63.3K 0.01% -26 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 260 shares 260 $63.1K 0.01% +10 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 2,478 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares; 2026Q1: 2,067 shares 2,067 $63K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares 1,114 $62.2K 0.01% 0 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: 2,187 shares; 2024Q4: 1,986 shares; 2025Q1: 1,986 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares 1,676 $61.6K 0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares 2,038 $61.4K 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: 4,290 shares; 2026Q1: 4,290 shares 4,290 $61.1K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 458 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $59.5K <0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 277 shares 277 $59.2K <0.01% -23 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: 339 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $58.7K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 144 shares; 2026Q1: 140 shares 140 $58.3K <0.01% -4 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 314 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $58.2K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,576 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $57.9K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 3,064 shares; 2026Q1: 2,982 shares 2,982 $57.3K <0.01% -82 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: 1,017 shares; 2024Q4: 4,069 shares; 2025Q1: 3,716 shares; 2025Q2: 3,719 shares; 2025Q3: 2,926 shares; 2025Q4: 2,928 shares; 2026Q1: 1,918 shares 1,918 $55.9K <0.01% -1,010 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 712 shares; 2026Q1: 1,098 shares 1,098 $55.8K <0.01% +386 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: 664 shares; 2024Q4: 1,992 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 2,409 shares; 2025Q4: 2,216 shares; 2026Q1: 2,216 shares 2,216 $55.6K <0.01% 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: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,381 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 895 shares; 2026Q1: 757 shares 757 $55.4K <0.01% -138 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 708 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $54.9K <0.01% 0 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $54.7K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares 347 $54.6K <0.01% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $54.2K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 165 shares 165 $54.2K <0.01% +5 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares 602 $54.2K <0.01% 0 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: 559 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $53.9K <0.01% 0 Timeline PHO 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 758 shares; 2025Q2: 759 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786 $52.6K <0.01% 0 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 188 shares; 2026Q1: 153 shares 153 $52.5K <0.01% -35 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 556 shares; 2025Q4: 556 shares; 2026Q1: 556 shares 556 $52K <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: 1,104 shares; 2024Q4: 1,071 shares; 2025Q1: 1,023 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923 $52K <0.01% 0 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares 1,081 $51.5K <0.01% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 250 shares 250 $50.4K <0.01% +57 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 712 shares 712 $50.4K <0.01% +500 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $50.2K <0.01% 0 Timeline ESGU 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: 910 shares; 2026Q1: 354 shares 354 $50.1K <0.01% -556 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: 1,323 shares; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares 1,323 $50.1K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $49.7K <0.01% 0 Timeline IWS 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: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $49.4K <0.01% 0 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,446 shares 1,446 $48.6K <0.01% -54 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares 1,163 $48.4K <0.01% 0 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: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $48.4K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $48.2K <0.01% 0 Timeline DGRO 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 684 shares 684 $48K <0.01% -72 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares 240 $47.3K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $46.9K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $46.9K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $45.7K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 745 shares; 2025Q4: 815 shares; 2026Q1: 763 shares 763 $44.4K <0.01% -52 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 86 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $44.3K <0.01% 0 Timeline IHDG 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: 555 shares; 2024Q4: 559 shares; 2025Q1: 560 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $43.8K <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: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 400 shares; 2025Q3: 552 shares; 2025Q4: 617 shares; 2026Q1: 465 shares 465 $43.2K <0.01% -152 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 87 shares 87 $43.1K <0.01% +8 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $43.1K <0.01% new 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: 555 shares; 2024Q4: 779 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $42.8K <0.01% 0 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 169 shares; 2026Q1: 131 shares 131 $42.7K <0.01% -38 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: 240 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $42.3K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $42.3K <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: 142 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 89 shares 89 $41.2K <0.01% +9 Timeline ICLN 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: 28,579 shares; 2024Q4: 3,013 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,261 shares; 2026Q1: 2,253 shares 2,253 $41.2K <0.01% -8 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 922 shares; 2026Q1: 745 shares 745 $41.1K <0.01% -177 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 802 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $40.9K <0.01% 0 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,271 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,176 shares; 2025Q4: 1,176 shares; 2026Q1: 1,043 shares 1,043 $40.8K <0.01% -133 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $40.5K <0.01% 0 Timeline QGRW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 834 shares; 2025Q4: 853 shares; 2026Q1: 754 shares 754 $40.3K <0.01% -99 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 205 shares; 2026Q1: 200 shares 200 $39.6K <0.01% -5 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares 85 $39.2K <0.01% new Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,009 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 965 shares; 2026Q1: 933 shares 933 $39.2K <0.01% -32 Timeline DFSI 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: 922 shares; 2026Q1: 922 shares 922 $39.1K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 481 shares; 2026Q1: 481 shares 481 $38.5K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $38.3K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 1,144 shares; 2025Q4: 3,299 shares; 2026Q1: 3,278 shares 3,278 $37.8K <0.01% -21 Timeline 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 763 shares; 2026Q1: 638 shares 638 $36.8K <0.01% -125 Timeline EWJ 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 446 shares; 2025Q2: 474 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares 431 $36.4K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 793 shares; 2025Q3: 793 shares; 2025Q4: 827 shares; 2026Q1: 320 shares 320 $36.2K <0.01% -507 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 155 shares; 2025Q2: 229 shares; 2025Q3: 230 shares; 2025Q4: 231 shares; 2026Q1: 232 shares 232 $35.9K <0.01% +1 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $34.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $34.5K <0.01% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 646 shares; 2025Q1: 653 shares; 2025Q2: 661 shares; 2025Q3: 669 shares; 2025Q4: 759 shares; 2026Q1: 768 shares 768 $34.4K <0.01% +9 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $34.3K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $34.2K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 148 shares; 2026Q1: 126 shares 126 $34.1K <0.01% -22 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly 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: 365 shares; 2025Q4: 684 shares; 2026Q1: 976 shares 976 $33.8K <0.01% +292 Timeline AOR 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: 760 shares; 2024Q4: 780 shares; 2025Q1: 786 shares; 2025Q2: 789 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 521 shares 521 $33.5K <0.01% -22 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $33.4K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $32.6K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 1,288 shares; 2025Q1: 408 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $32.6K <0.01% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 215 shares; 2026Q1: 216 shares 216 $32.2K <0.01% +1 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $32.1K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $31.7K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,296 shares; 2025Q2: 3,917 shares; 2025Q3: 2,564 shares; 2025Q4: 1,060 shares; 2026Q1: 883 shares 883 $31.3K <0.01% -177 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 154 shares 154 $30.5K <0.01% +39 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $30.3K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,193 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,043 shares; 2026Q1: 1,043 shares 1,043 $29.9K <0.01% 0 Timeline WTV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 375 shares; 2025Q4: 409 shares; 2026Q1: 315 shares 315 $29.8K <0.01% -94 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 1,550 shares; 2025Q3: 1,150 shares; 2025Q4: 1,216 shares; 2026Q1: 1,150 shares 1,150 $29.8K <0.01% -66 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $29.2K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $29.1K <0.01% 0 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 3,487 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,487 shares; 2025Q4: 3,487 shares; 2026Q1: 3,487 shares 3,487 $29K <0.01% 0 Timeline WTAI 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $28.2K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,229 shares; 2026Q1: 2,229 shares 2,229 $27.9K <0.01% 0 Timeline EWC 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: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 520 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $27.7K <0.01% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $27.5K <0.01% 0 Timeline XT 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $27.3K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 98 shares; 2026Q1: 76 shares 76 $27.2K <0.01% -22 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 750 shares 750 $26.8K <0.01% -250 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: not reported; 2025Q2: 200 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 200 shares 200 $26.4K <0.01% -20 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $26.4K <0.01% 0 Timeline FDVV 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: 502 shares; 2024Q4: 507 shares; 2025Q1: 511 shares; 2025Q2: 516 shares; 2025Q3: 519 shares; 2025Q4: 576 shares; 2026Q1: 476 shares 476 $26.3K <0.01% -100 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $26.3K <0.01% 0 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 326 shares; 2026Q1: 179 shares 179 $26.2K <0.01% -147 Timeline FAN 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: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares 1,051 $26K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $25.9K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 112 shares; 2026Q1: 135 shares 135 $25.6K <0.01% +23 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $25.6K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $24.8K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $24.7K <0.01% 0 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 775 shares 775 $24.6K <0.01% new Timeline DFSB 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: 474 shares; 2026Q1: 474 shares 474 $24.6K <0.01% 0 Timeline ILCG 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $24.4K <0.01% 0 Timeline DFAC 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: 726 shares; 2024Q4: 726 shares; 2025Q1: 628 shares; 2025Q2: 2,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 628 shares 628 $24.4K <0.01% -1,735 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $23.8K <0.01% 0 Timeline GARP 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: 16 shares; 2026Q1: 366 shares 366 $23.4K <0.01% +350 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 275 shares; 2025Q4: 280 shares; 2026Q1: 259 shares 259 $23.4K <0.01% -21 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: 553 shares; 2024Q4: 553 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 303 shares 303 $23.4K <0.01% -151 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $23.3K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $23.3K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 65 shares 65 $23.2K <0.01% -381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 240 shares 240 $23.1K <0.01% +60 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares; 2026Q1: 253 shares 253 $23K <0.01% -239 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares; 2026Q1: 302 shares 302 $23K <0.01% -300 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $23K <0.01% 0 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $22.8K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares 1,843 $22.7K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 538 shares; 2025Q2: 359 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 230 shares 230 $22.6K <0.01% -149 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $22.5K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 509 shares; 2025Q3: 512 shares; 2025Q4: 514 shares; 2026Q1: 516 shares 516 $22.3K <0.01% +2 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 51 shares 51 $22.1K <0.01% +41 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: 15 shares; 2024Q4: 25 shares; 2025Q1: 115 shares; 2025Q2: 100 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $21.9K <0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $21.7K <0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $21.5K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 232 shares; 2025Q4: 715 shares; 2026Q1: 464 shares 464 $21.3K <0.01% -251 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $21.2K <0.01% new Timeline ALMU AELUMA INC More: the full row for AELUMA 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: 3,162 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares; 2026Q1: 1,612 shares 1,612 $21.1K <0.01% 0 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $20.9K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 503 shares; 2026Q1: 461 shares 461 $20.9K <0.01% -42 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $20.6K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $20.3K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $19.8K <0.01% 0 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: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $19.6K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $19.5K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $19.3K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 339 shares; 2026Q1: 295 shares 295 $19.3K <0.01% -44 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,224 shares; 2025Q1: 2,288 shares; 2025Q2: 2,565 shares; 2025Q3: 2,639 shares; 2025Q4: 2,862 shares; 2026Q1: 2,796 shares 2,796 $19.3K <0.01% -66 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $19.1K <0.01% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $18.7K <0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $18.4K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $18.3K <0.01% 0 Timeline UL 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: not reported; 2025Q4: 346 shares; 2026Q1: 318 shares 318 $18.1K <0.01% -28 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: 153 shares; 2024Q4: 153 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 214 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $17.7K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares 425 $16.9K <0.01% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $16.6K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,706 shares; 2025Q1: 3,400 shares; 2025Q2: 3,060 shares; 2025Q3: 1,908 shares; 2025Q4: 510 shares; 2026Q1: 341 shares 341 $16.3K <0.01% -169 Timeline DFIS 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: 474 shares; 2026Q1: 474 shares 474 $16K <0.01% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $15.9K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 1,055 shares 1,055 $15.9K <0.01% +705 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares 591 $15.8K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 81 shares; 2026Q1: 76 shares 76 $15.8K <0.01% -5 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $15.8K <0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $15.7K <0.01% 0 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares 1,059 $15.5K <0.01% 0 Timeline DLN 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: 229 shares; 2024Q4: 206 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $15.5K <0.01% 0 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $15.4K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $15K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $14.9K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 141 shares 141 $14.7K <0.01% +111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 124 shares 124 $14.7K <0.01% +92 Timeline QTI QT IMAGING HLDGS INC More: the full row for QT IMAGING HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $14.7K <0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $14.5K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares 441 $14.5K <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: 293 shares; 2024Q4: 293 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 337 shares; 2026Q1: 194 shares 194 $14.5K <0.01% -143 Timeline DFSE 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: 339 shares; 2026Q1: 339 shares 339 $14.4K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $14.3K <0.01% 0 Timeline TLSA TIZIANA LIFE SCIENCES LTD More: the full row for TIZIANA LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $14K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly 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: 328 shares 328 $14K <0.01% new Timeline UDR UDR INC More: the full row for UDR 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: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $13.8K <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: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $13.6K <0.01% 0 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $13.6K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 92 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $13.5K <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: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $13.5K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 203 shares 203 $13.1K <0.01% -2 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $13K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $12.8K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $12.7K <0.01% 0 Timeline IFRA 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: 215 shares; 2024Q4: 216 shares; 2025Q1: 217 shares; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 220 shares; 2026Q1: 221 shares 221 $12.7K <0.01% +1 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $12.6K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $12.6K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $12.3K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $12.3K <0.01% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $12.1K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $12.1K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $12K <0.01% 0 Timeline XMMO 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 67 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 101 shares; 2026Q1: 83 shares 83 $12K <0.01% -18 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279 $11.7K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $11.6K <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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $11.5K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 141 shares 141 $11.5K <0.01% +91 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $11.5K <0.01% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX 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: not reported; 2025Q3: not reported; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $11.4K <0.01% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 135 shares 135 $11.3K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares 23 $11K <0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,149 shares; 2025Q1: 199 shares; 2025Q2: 141 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $10.7K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $10.7K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS 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: 35 shares 35 $10.4K <0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $10.4K <0.01% new Timeline VDC 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 51 shares; 2025Q2: 53 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 46 shares 46 $10.3K <0.01% -5 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 14 shares 14 $10.2K <0.01% +13 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares 49 $10.2K <0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 44 shares 44 $10.1K <0.01% new Timeline KAI KADANT INC More: the full row for KADANT 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: 34 shares 34 $9.94K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $9.91K <0.01% 0 Timeline RWLC ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 193 shares; 2025Q4: 271 shares; 2026Q1: 310 shares 310 $9.89K <0.01% +39 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $9.86K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $9.77K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $9.51K <0.01% 0 Timeline CVRX CVRX INC More: the full row for CVRX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $9.46K <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: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43 $9.42K <0.01% new Timeline