RWL 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: 478,567 shares; 2024Q4: 549,917 shares; 2025Q1: 569,709 shares; 2025Q2: 578,420 shares; 2025Q3: 570,633 shares; 2025Q4: 575,024 shares; 2026Q1: 586,597 shares 586,597 $70M 13.64% +11,573 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674,967 shares; 2024Q4: 662,789 shares; 2025Q1: 679,194 shares; 2025Q2: 682,461 shares; 2025Q3: 645,182 shares; 2025Q4: 641,304 shares; 2026Q1: 653,967 shares 653,967 $61.9M 12.07% +12,663 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: 80,124 shares; 2024Q4: 72,360 shares; 2025Q1: 72,318 shares; 2025Q2: 71,606 shares; 2025Q3: 69,086 shares; 2025Q4: 66,020 shares; 2026Q1: 65,851 shares 65,851 $45.2M 8.81% -169 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: 78,784 shares; 2024Q4: 73,021 shares; 2025Q1: 73,724 shares; 2025Q2: 73,592 shares; 2025Q3: 70,783 shares; 2025Q4: 69,558 shares; 2026Q1: 69,535 shares 69,535 $42.9M 8.37% -23 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,549 shares; 2024Q4: 261,636 shares; 2025Q1: 269,566 shares; 2025Q2: 319,466 shares; 2025Q3: 417,733 shares; 2025Q4: 420,525 shares; 2026Q1: 430,383 shares 430,383 $37.4M 7.3% +9,858 Timeline IYJ 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: 102,014 shares; 2025Q1: 108,834 shares; 2025Q2: 132,637 shares; 2025Q3: 201,879 shares; 2025Q4: 214,805 shares; 2026Q1: 219,197 shares 219,197 $34.4M 6.72% +4,392 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: 214,763 shares; 2024Q4: 318,889 shares; 2025Q1: 323,123 shares; 2025Q2: 320,284 shares; 2025Q3: 307,290 shares; 2025Q4: 305,082 shares; 2026Q1: 305,913 shares 305,913 $32.4M 6.31% +831 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: 49,882 shares; 2024Q4: 69,776 shares; 2025Q1: 73,741 shares; 2025Q2: 74,706 shares; 2025Q3: 66,345 shares; 2025Q4: 66,090 shares; 2026Q1: 65,171 shares 65,171 $28.9M 5.63% -919 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: 214,911 shares; 2024Q4: 154,036 shares; 2025Q1: 156,579 shares; 2025Q2: 157,477 shares; 2025Q3: 141,069 shares; 2025Q4: 134,836 shares; 2026Q1: 130,308 shares 130,308 $24.7M 4.81% -4,528 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: 105,163 shares; 2024Q4: 89,279 shares; 2025Q1: 90,204 shares; 2025Q2: 91,825 shares; 2025Q3: 88,491 shares; 2025Q4: 86,174 shares; 2026Q1: 86,225 shares 86,225 $22.3M 4.36% +51 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: 56,620 shares; 2024Q4: 51,864 shares; 2025Q1: 52,629 shares; 2025Q2: 53,670 shares; 2025Q3: 50,725 shares; 2025Q4: 49,441 shares; 2026Q1: 50,024 shares 50,024 $19.2M 3.75% +583 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: 80,786 shares; 2024Q4: 83,736 shares; 2025Q1: 85,488 shares; 2025Q2: 87,098 shares; 2025Q3: 83,635 shares; 2025Q4: 78,981 shares; 2026Q1: 79,358 shares 79,358 $19M 3.71% +377 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: 19,386 shares; 2024Q4: 19,936 shares; 2025Q1: 20,327 shares; 2025Q2: 20,271 shares; 2025Q3: 17,565 shares; 2025Q4: 14,999 shares; 2026Q1: 14,708 shares 14,708 $14.4M 2.81% -291 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: 854 shares; 2024Q4: 724 shares; 2025Q1: 721 shares; 2025Q2: 713 shares; 2025Q3: 11,727 shares; 2025Q4: 14,871 shares; 2026Q1: 17,002 shares 17,002 $8.2M 1.6% +2,131 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: 125,967 shares; 2024Q4: 34,148 shares; 2025Q1: 32,883 shares; 2025Q2: 32,107 shares; 2025Q3: 30,156 shares; 2025Q4: 29,511 shares; 2026Q1: 27,695 shares 27,695 $2.68M 0.52% -1,816 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: 3,651 shares; 2024Q4: 5,847 shares; 2025Q1: 6,777 shares; 2025Q2: 6,779 shares; 2025Q3: 6,918 shares; 2025Q4: 7,079 shares; 2026Q1: 6,877 shares 6,877 $2.61M 0.51% -202 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: 7,655 shares; 2024Q4: 7,278 shares; 2025Q1: 7,323 shares; 2025Q2: 7,259 shares; 2025Q3: 7,448 shares; 2025Q4: 7,425 shares; 2026Q1: 7,419 shares 7,419 $2.33M 0.45% -6 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: 7,308 shares; 2024Q4: 7,372 shares; 2025Q1: 7,377 shares; 2025Q2: 7,381 shares; 2025Q3: 7,424 shares; 2025Q4: 6,359 shares; 2026Q1: 6,362 shares 6,362 $2.03M 0.4% +3 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: 1,227 shares; 2024Q4: 1,247 shares; 2025Q1: 1,256 shares; 2025Q2: 1,265 shares; 2025Q3: 2,524 shares; 2025Q4: 2,542 shares; 2026Q1: 2,556 shares 2,556 $1.58M 0.31% +14 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: 15,632 shares; 2024Q4: 15,445 shares; 2025Q1: 15,233 shares; 2025Q2: 14,923 shares; 2025Q3: 14,260 shares; 2025Q4: 14,290 shares; 2026Q1: 14,179 shares 14,179 $1.51M 0.3% -111 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: 3,713 shares; 2024Q4: 3,794 shares; 2025Q1: 3,816 shares; 2025Q2: 4,413 shares; 2025Q3: 5,366 shares; 2025Q4: 4,632 shares; 2026Q1: 4,671 shares 4,671 $1.45M 0.28% +39 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,585 shares; 2025Q1: 1,592 shares; 2025Q2: 1,598 shares; 2025Q3: 1,701 shares; 2025Q4: 1,800 shares; 2026Q1: 1,814 shares 1,814 $1.44M 0.28% +14 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,549 shares; 2025Q3: 15,710 shares; 2025Q4: 13,243 shares; 2026Q1: 13,173 shares 13,173 $1.36M 0.26% -70 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,564 shares; 2025Q1: 1,567 shares; 2025Q2: 1,493 shares; 2025Q3: 1,762 shares; 2025Q4: 1,716 shares; 2026Q1: 7,720 shares 7,720 $1.2M 0.23% +6,004 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: 3,568 shares; 2024Q4: 3,759 shares; 2025Q1: 3,856 shares; 2025Q2: 4,118 shares; 2025Q3: 4,564 shares; 2025Q4: 3,511 shares; 2026Q1: 3,548 shares 3,548 $1.14M 0.22% +37 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,721 shares; 2025Q1: 1,834 shares; 2025Q2: 4,849 shares; 2025Q3: 4,874 shares; 2025Q4: 4,970 shares; 2026Q1: 4,755 shares 4,755 $982K 0.19% -215 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: 52 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 4,052 shares; 2025Q3: 4,052 shares; 2025Q4: 4,052 shares; 2026Q1: 4,052 shares 4,052 $936K 0.18% 0 Timeline XSMO 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: 39,102 shares; 2024Q4: 16,715 shares; 2025Q1: 15,149 shares; 2025Q2: 14,079 shares; 2025Q3: 12,576 shares; 2025Q4: 11,773 shares; 2026Q1: 11,187 shares 11,187 $925K 0.18% -586 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: 8,668 shares; 2024Q4: 8,694 shares; 2025Q1: 8,747 shares; 2025Q2: 8,837 shares; 2025Q3: 9,352 shares; 2025Q4: 4,461 shares; 2026Q1: 4,499 shares 4,499 $863K 0.17% +38 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: 23,394 shares; 2024Q4: 1,383 shares; 2025Q1: 1,382 shares; 2025Q2: 1,387 shares; 2025Q3: 1,375 shares; 2025Q4: 1,374 shares; 2026Q1: 1,378 shares 1,378 $831K 0.16% +4 Timeline NOBL 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: 4,878 shares; 2024Q4: 7,654 shares; 2025Q1: 7,991 shares; 2025Q2: 8,429 shares; 2025Q3: 8,721 shares; 2025Q4: 7,352 shares; 2026Q1: 7,025 shares 7,025 $756K 0.15% -327 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: 796 shares; 2024Q4: 779 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 783 shares; 2025Q4: 780 shares; 2026Q1: 740 shares 740 $733K 0.14% -40 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,832 shares; 2025Q1: 1,834 shares; 2025Q2: 2,438 shares; 2025Q3: 2,484 shares; 2025Q4: 2,228 shares; 2026Q1: 2,230 shares 2,230 $722K 0.14% +2 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,462 shares; 2025Q1: 4,605 shares; 2025Q2: 4,480 shares; 2025Q3: 4,661 shares; 2025Q4: 4,701 shares; 2026Q1: 4,732 shares 4,732 $722K 0.14% +31 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: 5,315 shares; 2024Q4: 5,342 shares; 2025Q1: 5,388 shares; 2025Q2: 5,425 shares; 2025Q3: 5,506 shares; 2025Q4: 5,506 shares; 2026Q1: 5,621 shares 5,621 $685K 0.13% +115 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: 10,569 shares; 2024Q4: 10,607 shares; 2025Q1: 10,654 shares; 2025Q2: 10,696 shares; 2025Q3: 16,022 shares; 2025Q4: 16,725 shares; 2026Q1: 16,134 shares 16,134 $683K 0.13% -591 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: 1,873 shares; 2024Q4: 1,876 shares; 2025Q1: 1,880 shares; 2025Q2: 1,884 shares; 2025Q3: 1,888 shares; 2025Q4: 1,891 shares; 2026Q1: 1,895 shares 1,895 $681K 0.13% +4 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: 2,285 shares; 2024Q4: 2,312 shares; 2025Q1: 2,322 shares; 2025Q2: 2,336 shares; 2025Q3: 2,349 shares; 2025Q4: 2,007 shares; 2026Q1: 2,018 shares 2,018 $614K 0.12% +11 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: 1,906 shares; 2024Q4: 1,904 shares; 2025Q1: 1,812 shares; 2025Q2: 1,899 shares; 2025Q3: 1,910 shares; 2025Q4: 1,063 shares; 2026Q1: 903 shares 903 $573K 0.11% -160 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: 2,788 shares; 2024Q4: 2,764 shares; 2025Q1: 2,773 shares; 2025Q2: 1,912 shares; 2025Q3: 1,860 shares; 2025Q4: 1,843 shares; 2026Q1: 1,797 shares 1,797 $560K 0.11% -46 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: 2,650 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650 $531K 0.1% 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: 5,162 shares; 2024Q4: 5,302 shares; 2025Q1: 5,559 shares; 2025Q2: 5,493 shares; 2025Q3: 5,376 shares; 2025Q4: 5,412 shares; 2026Q1: 5,396 shares 5,396 $498K 0.1% -16 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,489 shares; 2025Q1: 2,507 shares; 2025Q2: 2,524 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,584 shares 2,584 $496K 0.1% +19 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,032 shares; 2025Q1: 2,004 shares; 2025Q2: 2,001 shares; 2025Q3: 1,620 shares; 2025Q4: 1,318 shares; 2026Q1: 1,310 shares 1,310 $447K 0.09% -8 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: 564 shares; 2024Q4: 521 shares; 2025Q1: 458 shares; 2025Q2: 450 shares; 2025Q3: 485 shares; 2025Q4: 467 shares; 2026Q1: 470 shares 470 $418K 0.08% +3 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: 4,664 shares; 2024Q4: 4,746 shares; 2025Q1: 4,704 shares; 2025Q2: 4,731 shares; 2025Q3: 4,685 shares; 2025Q4: 3,878 shares; 2026Q1: 2,910 shares 2,910 $418K 0.08% -968 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: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 3,019 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $417K 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 350 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 684 shares; 2025Q4: 589 shares; 2026Q1: 590 shares 590 $407K 0.08% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,618 shares; 2025Q1: 1,632 shares; 2025Q2: 1,645 shares; 2025Q3: 1,657 shares; 2025Q4: 1,669 shares; 2026Q1: 1,678 shares 1,678 $406K 0.08% +9 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: 937 shares; 2024Q4: 928 shares; 2025Q1: 933 shares; 2025Q2: 968 shares; 2025Q3: 972 shares; 2025Q4: 4,498 shares; 2026Q1: 4,498 shares 4,498 $401K 0.08% 0 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: 7,722 shares; 2024Q4: 7,481 shares; 2025Q1: 7,123 shares; 2025Q2: 7,169 shares; 2025Q3: 7,622 shares; 2025Q4: 4,790 shares; 2026Q1: 4,864 shares 4,864 $401K 0.08% +74 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 2,714 shares; 2025Q3: 2,833 shares; 2025Q4: 1,884 shares; 2026Q1: 1,886 shares 1,886 $373K 0.07% +2 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: 911 shares; 2024Q4: 972 shares; 2025Q1: 981 shares; 2025Q2: 2,656 shares; 2025Q3: 2,611 shares; 2025Q4: 2,620 shares; 2026Q1: 2,627 shares 2,627 $343K 0.07% +7 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: 3,910 shares; 2024Q4: 3,981 shares; 2025Q1: 3,613 shares; 2025Q2: 3,614 shares; 2025Q3: 3,597 shares; 2025Q4: 3,598 shares; 2026Q1: 3,598 shares 3,598 $333K 0.06% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,345 shares; 2025Q1: 7,443 shares; 2025Q2: 7,554 shares; 2025Q3: 21,157 shares; 2025Q4: 8,548 shares; 2026Q1: 12,276 shares 12,276 $325K 0.06% +3,728 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: 6,128 shares; 2024Q4: 5,374 shares; 2025Q1: 4,120 shares; 2025Q2: 4,017 shares; 2025Q3: 4,231 shares; 2025Q4: 4,420 shares; 2026Q1: 3,872 shares 3,872 $296K 0.06% -548 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: 617 shares; 2024Q4: 617 shares; 2025Q1: 633 shares; 2025Q2: 636 shares; 2025Q3: 650 shares; 2025Q4: 287 shares; 2026Q1: 289 shares 289 $295K 0.06% +2 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: 2,700 shares; 2024Q4: 2,511 shares; 2025Q1: 1,887 shares; 2025Q2: 1,696 shares; 2025Q3: 1,873 shares; 2025Q4: 1,479 shares; 2026Q1: 1,223 shares 1,223 $291K 0.06% -256 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: 2,827 shares; 2024Q4: 4,056 shares; 2025Q1: 4,088 shares; 2025Q2: 4,120 shares; 2025Q3: 4,153 shares; 2025Q4: 4,188 shares; 2026Q1: 4,012 shares 4,012 $287K 0.06% -176 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: 4,035 shares; 2024Q4: 4,119 shares; 2025Q1: 3,889 shares; 2025Q2: 3,918 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares; 2026Q1: 3,498 shares 3,498 $281K 0.05% +25 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: 7,924 shares; 2024Q4: 8,119 shares; 2025Q1: 7,634 shares; 2025Q2: 7,676 shares; 2025Q3: 7,935 shares; 2025Q4: 5,517 shares; 2026Q1: 5,167 shares 5,167 $276K 0.05% -350 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: 2,681 shares; 2024Q4: 2,691 shares; 2025Q1: 2,701 shares; 2025Q2: 2,712 shares; 2025Q3: 2,543 shares; 2025Q4: 2,015 shares; 2026Q1: 2,027 shares 2,027 $266K 0.05% +12 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: 952 shares; 2024Q4: 958 shares; 2025Q1: 1,003 shares; 2025Q2: 1,008 shares; 2025Q3: 1,214 shares; 2025Q4: 1,110 shares; 2026Q1: 1,117 shares 1,117 $266K 0.05% +7 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: 3,403 shares; 2024Q4: 918 shares; 2025Q1: 924 shares; 2025Q2: 926 shares; 2025Q3: 928 shares; 2025Q4: 929 shares; 2026Q1: 930 shares 930 $249K 0.05% +1 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: 5,410 shares; 2024Q4: 2,243 shares; 2025Q1: 2,243 shares; 2025Q2: 2,777 shares; 2025Q3: 2,667 shares; 2025Q4: 2,667 shares; 2026Q1: 2,125 shares 2,125 $244K 0.05% -542 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: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,539 shares; 2025Q2: 3,565 shares; 2025Q3: 3,618 shares; 2025Q4: 3,648 shares; 2026Q1: 3,648 shares 3,648 $244K 0.05% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,577 shares; 2025Q1: 2,577 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares 1,878 $225K 0.04% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $223K 0.04% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $217K 0.04% 0 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $215K 0.04% 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: 1,964 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares 2,040 $210K 0.04% 0 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: 539 shares; 2024Q4: 407 shares; 2025Q1: 410 shares; 2025Q2: 1,387 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares; 2026Q1: 1,279 shares 1,279 $199K 0.04% +1 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 614 shares; 2025Q1: 364 shares; 2025Q2: 373 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 378 shares 378 $182K 0.04% -14 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 508 shares 508 $181K 0.04% +1 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: 2,563 shares; 2024Q4: 2,567 shares; 2025Q1: 2,596 shares; 2025Q2: 2,601 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares; 2026Q1: 2,612 shares 2,612 $175K 0.03% +2 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: 2,520 shares; 2024Q4: 2,530 shares; 2025Q1: 2,571 shares; 2025Q2: 2,574 shares; 2025Q3: 2,515 shares; 2025Q4: 967 shares; 2026Q1: 966 shares 966 $167K 0.03% -1 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: 1,575 shares; 2024Q4: 1,661 shares; 2025Q1: 1,663 shares; 2025Q2: 1,587 shares; 2025Q3: 1,657 shares; 2025Q4: 808 shares; 2026Q1: 810 shares 810 $163K 0.03% +2 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: 228 shares; 2024Q4: 239 shares; 2025Q1: 240 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 243 shares; 2026Q1: 234 shares 234 $159K 0.03% -9 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 713 shares; 2025Q1: 717 shares; 2025Q2: 723 shares; 2025Q3: 875 shares; 2025Q4: 816 shares; 2026Q1: 821 shares 821 $149K 0.03% +5 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: 623 shares; 2024Q4: 608 shares; 2025Q1: 808 shares; 2025Q2: 1,033 shares; 2025Q3: 598 shares; 2025Q4: 414 shares; 2026Q1: 416 shares 416 $147K 0.03% +2 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,111 shares; 2025Q1: 1,116 shares; 2025Q2: 584 shares; 2025Q3: 593 shares; 2025Q4: 590 shares; 2026Q1: 592 shares 592 $146K 0.03% +2 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $146K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 4,219 shares; 2025Q1: 4,617 shares; 2025Q2: 4,763 shares; 2025Q3: 5,565 shares; 2025Q4: 5,804 shares; 2026Q1: 5,674 shares 5,674 $145K 0.03% -130 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,507 shares; 2025Q3: 1,383 shares; 2025Q4: 679 shares; 2026Q1: 679 shares 679 $138K 0.03% 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: 345 shares; 2024Q4: 372 shares; 2025Q1: 396 shares; 2025Q2: 377 shares; 2025Q3: 379 shares; 2025Q4: 381 shares; 2026Q1: 383 shares 383 $134K 0.03% +2 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: 330 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $133K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 366 shares; 2025Q2: 382 shares; 2025Q3: 366 shares; 2025Q4: 1,501 shares; 2026Q1: 1,837 shares 1,837 $133K 0.03% +336 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: 1,904 shares; 2024Q4: 1,597 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,333 shares; 2026Q1: 1,275 shares 1,275 $129K 0.03% -58 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: 199 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 202 shares; 2025Q3: 215 shares; 2025Q4: 204 shares; 2026Q1: 205 shares 205 $127K 0.02% +1 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: 1,271 shares; 2024Q4: 1,303 shares; 2025Q1: 1,305 shares; 2025Q2: 1,233 shares; 2025Q3: 1,027 shares; 2025Q4: 531 shares; 2026Q1: 533 shares 533 $124K 0.02% +2 Timeline PEY 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: 8,782 shares; 2024Q4: 8,883 shares; 2025Q1: 8,975 shares; 2025Q2: 9,085 shares; 2025Q3: 8,467 shares; 2025Q4: 8,536 shares; 2026Q1: 5,751 shares 5,751 $124K 0.02% -2,785 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 218 shares; 2025Q3: 272 shares; 2025Q4: 251 shares; 2026Q1: 261 shares 261 $122K 0.02% +10 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,918 shares 2,918 $121K 0.02% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,892 shares; 2025Q1: 2,318 shares; 2025Q2: 2,034 shares; 2025Q3: 1,924 shares; 2025Q4: 992 shares; 2026Q1: 998 shares 998 $120K 0.02% +6 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 891 shares; 2025Q1: 898 shares; 2025Q2: 905 shares; 2025Q3: 1,016 shares; 2025Q4: 923 shares; 2026Q1: 941 shares 941 $119K 0.02% +18 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: 506 shares; 2024Q4: 619 shares; 2025Q1: 733 shares; 2025Q2: 622 shares; 2025Q3: 1,079 shares; 2025Q4: 949 shares; 2026Q1: 951 shares 951 $118K 0.02% +2 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 672 shares; 2025Q3: 673 shares; 2025Q4: 674 shares; 2026Q1: 527 shares 527 $117K 0.02% -147 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: 261 shares; 2024Q4: 262 shares; 2025Q1: 263 shares; 2025Q2: 264 shares; 2025Q3: 255 shares; 2025Q4: 256 shares; 2026Q1: 257 shares 257 $117K 0.02% +1 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: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares 671 $117K 0.02% 0 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: 1,006 shares; 2024Q4: 1,011 shares; 2025Q1: 1,016 shares; 2025Q2: 1,022 shares; 2025Q3: 1,028 shares; 2025Q4: 1,033 shares; 2026Q1: 1,039 shares 1,039 $116K 0.02% +6 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $115K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $112K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,912 shares; 2025Q1: 6,912 shares; 2025Q2: 6,912 shares; 2025Q3: 3,062 shares; 2025Q4: 3,212 shares; 2026Q1: 3,212 shares 3,212 $111K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 263 shares; 2025Q1: 266 shares; 2025Q2: 1,268 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares 1,001 $110K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,008 shares; 2025Q1: 1,969 shares; 2025Q2: 1,183 shares; 2025Q3: 469 shares; 2025Q4: 386 shares; 2026Q1: 347 shares 347 $109K 0.02% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $107K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,146 shares; 2025Q1: 1,002 shares; 2025Q2: 1,006 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,052 shares 1,052 $106K 0.02% +5 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: 1,061 shares; 2024Q4: 1,079 shares; 2025Q1: 1,247 shares; 2025Q2: 2,678 shares; 2025Q3: 2,884 shares; 2025Q4: 2,744 shares; 2026Q1: 2,770 shares 2,770 $104K 0.02% +26 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: 8,351 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,378 shares; 2025Q3: 8,405 shares; 2025Q4: 2,814 shares; 2026Q1: 3,100 shares 3,100 $96.7K 0.02% +286 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: 1,157 shares; 2024Q4: 1,175 shares; 2025Q1: 1,088 shares; 2025Q2: 1,078 shares; 2025Q3: 1,084 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $96K 0.02% 0 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: 294 shares; 2024Q4: 371 shares; 2025Q1: 295 shares; 2025Q2: 296 shares; 2025Q3: 375 shares; 2025Q4: 359 shares; 2026Q1: 360 shares 360 $95.4K 0.02% +1 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 182 shares; 2025Q1: 305 shares; 2025Q2: 516 shares; 2025Q3: 411 shares; 2025Q4: 401 shares; 2026Q1: 375 shares 375 $92.6K 0.02% -26 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: 2,813 shares; 2024Q4: 2,830 shares; 2025Q1: 2,845 shares; 2025Q2: 2,860 shares; 2025Q3: 2,875 shares; 2025Q4: 2,891 shares; 2026Q1: 2,905 shares 2,905 $92.1K 0.02% +14 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: not reported; 2025Q4: not reported; 2026Q1: 5,193 shares 5,193 $88.7K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,070 shares; 2025Q1: 920 shares; 2025Q2: 678 shares; 2025Q3: 682 shares; 2025Q4: 227 shares; 2026Q1: 228 shares 228 $84.8K 0.02% +1 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 902 shares; 2025Q1: 903 shares; 2025Q2: 905 shares; 2025Q3: 906 shares; 2025Q4: 908 shares; 2026Q1: 909 shares 909 $82.9K 0.02% +1 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: 817 shares; 2024Q4: 824 shares; 2025Q1: 831 shares; 2025Q2: 838 shares; 2025Q3: 844 shares; 2025Q4: 852 shares; 2026Q1: 858 shares 858 $82.3K 0.02% +6 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: 264 shares; 2024Q4: 264 shares; 2025Q1: 277 shares; 2025Q2: 265 shares; 2025Q3: 294 shares; 2025Q4: 269 shares; 2026Q1: 272 shares 272 $81.6K 0.02% +3 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: not reported; 2024Q4: 268 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,251 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $78.4K 0.02% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $74.6K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 420 shares; 2025Q1: 449 shares; 2025Q2: 423 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 429 shares 429 $74.4K 0.01% +2 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: 3,673 shares; 2024Q4: 4,000 shares; 2025Q1: 4,030 shares; 2025Q2: 3,401 shares; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares; 2026Q1: 2,622 shares 2,622 $73.6K 0.01% +361 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: 325 shares; 2024Q4: 343 shares; 2025Q1: 345 shares; 2025Q2: 332 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 339 shares 339 $73.4K 0.01% +2 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: 2,270 shares; 2024Q4: 2,272 shares; 2025Q1: 2,447 shares; 2025Q2: 2,277 shares; 2025Q3: 2,279 shares; 2025Q4: 2,281 shares; 2026Q1: 2,284 shares 2,284 $70.7K 0.01% +3 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: 85,494 shares; 2024Q4: 105,578 shares; 2025Q1: 109,021 shares; 2025Q2: 123,039 shares; 2025Q3: 472 shares; 2025Q4: 474 shares; 2026Q1: 476 shares 476 $70.4K 0.01% +2 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 512 shares; 2025Q1: 515 shares; 2025Q2: 1,017 shares; 2025Q3: 1,020 shares; 2025Q4: 1,022 shares; 2026Q1: 1,025 shares 1,025 $69.7K 0.01% +3 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: 3,204 shares; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $67.5K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 356 shares; 2025Q1: 358 shares; 2025Q2: 359 shares; 2025Q3: 211 shares; 2025Q4: 212 shares; 2026Q1: 213 shares 213 $67.2K 0.01% +1 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: 268 shares; 2024Q4: 269 shares; 2025Q1: 297 shares; 2025Q2: 284 shares; 2025Q3: 335 shares; 2025Q4: 303 shares; 2026Q1: 328 shares 328 $66.4K 0.01% +25 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 306 shares; 2025Q1: 310 shares; 2025Q2: 314 shares; 2025Q3: 317 shares; 2025Q4: 321 shares; 2026Q1: 325 shares 325 $65.2K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $63.9K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,891 shares; 2025Q3: 1,896 shares; 2025Q4: 632 shares; 2026Q1: 636 shares 636 $63.9K 0.01% +4 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: 437 shares; 2024Q4: 438 shares; 2025Q1: 439 shares; 2025Q2: 441 shares; 2025Q3: 484 shares; 2025Q4: 486 shares; 2026Q1: 487 shares 487 $62K 0.01% +1 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: 469 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 471 shares; 2025Q3: 506 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507 $62K 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 507 shares; 2025Q3: 509 shares; 2025Q4: 170 shares; 2026Q1: 171 shares 171 $61.1K 0.01% +1 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 798 shares; 2025Q1: 805 shares; 2025Q2: 812 shares; 2025Q3: 917 shares; 2025Q4: 925 shares; 2026Q1: 982 shares 982 $60.4K 0.01% +57 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 1,545 shares; 2025Q1: 1,447 shares; 2025Q2: 1,454 shares; 2025Q3: 1,460 shares; 2025Q4: 1,402 shares; 2026Q1: 1,320 shares 1,320 $60K 0.01% -82 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 367 shares 367 $59.7K 0.01% -62 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 5,135 shares; 2025Q3: 5,135 shares; 2025Q4: 3,125 shares; 2026Q1: 3,142 shares 3,142 $59.2K 0.01% +17 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $57.5K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 590 shares 590 $56.2K 0.01% +160 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,756 shares; 2025Q1: 2,814 shares; 2025Q2: 2,877 shares; 2025Q3: 3,437 shares; 2025Q4: 3,515 shares; 2026Q1: 3,610 shares 3,610 $55.2K 0.01% +95 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: 153 shares; 2024Q4: 563 shares; 2025Q1: 228 shares; 2025Q2: 1 shares; 2025Q3: 919 shares; 2025Q4: 775 shares; 2026Q1: 793 shares 793 $54.1K 0.01% +18 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,088 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares 1,088 $52.4K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 206 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $52.1K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,517 shares; 2025Q1: 1,734 shares; 2025Q2: 1,542 shares; 2025Q3: 1,549 shares; 2025Q4: 1,297 shares; 2026Q1: 1,309 shares 1,309 $51.6K 0.01% +12 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 112 shares; 2025Q2: 108 shares; 2025Q3: 122 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $51.6K 0.01% 0 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: 99 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 152 shares 152 $51.3K 0.01% +55 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: 253 shares 253 $51.2K 0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $50.5K 0.01% 0 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,160 shares 4,160 $49.7K 0.01% new 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: 23 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 105 shares; 2025Q3: 97 shares; 2025Q4: 57 shares; 2026Q1: 78 shares 78 $49.2K 0.01% +21 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,157 shares; 2025Q1: 1,193 shares; 2025Q2: 1,160 shares; 2025Q3: 1,164 shares; 2025Q4: 389 shares; 2026Q1: 391 shares 391 $46.9K 0.01% +2 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: 15 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 50 shares 50 $46.8K 0.01% -10 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,166 shares; 2025Q1: 2,195 shares; 2025Q2: 2,223 shares; 2025Q3: 2,016 shares; 2025Q4: 2,036 shares; 2026Q1: 2,058 shares 2,058 $44.7K 0.01% +22 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $44.1K 0.01% 0 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $44.1K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $43.4K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,340 shares; 2026Q1: 1,620 shares 1,620 $42.6K 0.01% +280 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: 354 shares; 2024Q4: 356 shares; 2025Q1: 358 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 361 shares; 2026Q1: 362 shares 362 $42.2K 0.01% +1 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: 543 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $41.7K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 257 shares; 2025Q3: 184 shares; 2025Q4: 145 shares; 2026Q1: 150 shares 150 $41.4K 0.01% +5 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: 289 shares; 2024Q4: 186 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 203 shares; 2026Q1: 181 shares 181 $40.2K 0.01% -22 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $39.6K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $39K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 958 shares; 2025Q1: 966 shares; 2025Q2: 975 shares; 2025Q3: 987 shares; 2025Q4: 993 shares; 2026Q1: 1,001 shares 1,001 $38.3K 0.01% +8 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: 200 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 350 shares; 2025Q3: 315 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $37.7K 0.01% 0 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: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $37.3K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $36.3K 0.01% 0 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: 70 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $35.6K 0.01% 0 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: 0 shares; 2024Q4: 300 shares; 2025Q1: 123 shares; 2025Q2: 13 shares; 2025Q3: 263 shares; 2025Q4: 217 shares; 2026Q1: 617 shares 617 $35.3K 0.01% +400 Timeline IGM 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: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $33.1K 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $33K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 684 shares 684 $32.9K 0.01% 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: 505 shares; 2024Q4: 519 shares; 2025Q1: 522 shares; 2025Q2: 515 shares; 2025Q3: 133 shares; 2025Q4: 98 shares; 2026Q1: 328 shares 328 $32K 0.01% +230 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 255 shares; 2026Q1: 256 shares 256 $30.6K 0.01% +1 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: 11 shares; 2024Q4: 32 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154 $30.2K 0.01% +1 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: 95 shares; 2024Q4: 133 shares; 2025Q1: 134 shares; 2025Q2: 95 shares; 2025Q3: 115 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $29.1K 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: 490 shares; 2024Q4: 455 shares; 2025Q1: 463 shares; 2025Q2: 470 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 603 shares 603 $27.4K 0.01% +158 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,088 shares; 2025Q1: 1,107 shares; 2025Q2: 1,125 shares; 2025Q3: 1,133 shares; 2025Q4: 690 shares; 2026Q1: 706 shares 706 $27.3K 0.01% +16 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 201 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $26.9K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $26.5K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 558 shares; 2025Q1: 283 shares; 2025Q2: 287 shares; 2025Q3: 552 shares; 2025Q4: 557 shares; 2026Q1: 560 shares 560 $26K 0.01% +3 Timeline SPGP 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: 224 shares; 2024Q4: 225 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 228 shares; 2026Q1: 229 shares 229 $26K 0.01% +1 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares 1,620 $25.8K 0.01% 0 Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP 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: not reported; 2026Q1: 1,753 shares 1,753 $25.2K <0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 392 shares; 2025Q1: 398 shares; 2025Q2: 405 shares; 2025Q3: 826 shares; 2025Q4: 698 shares; 2026Q1: 910 shares 910 $24.9K <0.01% +212 Timeline RDVI 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: 793 shares; 2024Q4: 810 shares; 2025Q1: 828 shares; 2025Q2: 846 shares; 2025Q3: 870 shares; 2025Q4: 883 shares; 2026Q1: 902 shares 902 $24.5K <0.01% +19 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $23.7K <0.01% 0 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 285 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $23.4K <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: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 593 shares 593 $22.5K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 168 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154 $22.2K <0.01% +1 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 3,238 shares; 2025Q3: 3,237 shares; 2025Q4: 3,237 shares; 2026Q1: 3,237 shares 3,237 $22.1K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 263 shares; 2025Q3: 137 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $22.1K <0.01% 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: 1,172 shares; 2024Q4: 997 shares; 2025Q1: 765 shares; 2025Q2: 759 shares; 2025Q3: 693 shares; 2025Q4: 449 shares; 2026Q1: 509 shares 509 $21.8K <0.01% +60 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $21.4K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET 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: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $21.4K <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: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $20.9K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 433 shares 433 $20.4K <0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 223 shares; 2025Q1: 224 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 227 shares; 2026Q1: 229 shares 229 $19.8K <0.01% +2 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 13 shares 13 $19.5K <0.01% +4 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 450 shares 450 $19.4K <0.01% +300 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: 383 shares; 2024Q4: 389 shares; 2025Q1: 397 shares; 2025Q2: 404 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 423 shares 423 $19.2K <0.01% +6 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: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645 $18.6K <0.01% new Timeline PEXL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $18.6K <0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 83 shares 83 $18.5K <0.01% +1 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $18.4K <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: 174 shares; 2024Q4: 175 shares; 2025Q1: 177 shares; 2025Q2: 180 shares; 2025Q3: 182 shares; 2025Q4: 184 shares; 2026Q1: 187 shares 187 $18.4K <0.01% +3 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 185 shares; 2026Q1: 285 shares 285 $18.3K <0.01% +100 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: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $18.2K <0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 793 shares 793 $18.1K <0.01% new Timeline SDVY 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: 420 shares; 2024Q4: 423 shares; 2025Q1: 425 shares; 2025Q2: 426 shares; 2025Q3: 427 shares; 2025Q4: 429 shares; 2026Q1: 430 shares 430 $17.9K <0.01% +1 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,617 shares; 2025Q1: 2,691 shares; 2025Q2: 2,787 shares; 2025Q3: 2,961 shares; 2025Q4: 2,961 shares; 2026Q1: 3,041 shares 3,041 $17.9K <0.01% +80 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,423 shares; 2025Q1: 1,466 shares; 2025Q2: 1,510 shares; 2025Q3: 1,573 shares; 2025Q4: 1,640 shares; 2026Q1: 1,711 shares 1,711 $17.7K <0.01% +71 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: 362 shares; 2024Q4: 365 shares; 2025Q1: 367 shares; 2025Q2: 868 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 709 shares 709 $17.6K <0.01% +3 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $16.9K <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: 155 shares; 2024Q4: 171 shares; 2025Q1: 146 shares; 2025Q2: 132 shares; 2025Q3: 153 shares; 2025Q4: 134 shares; 2026Q1: 135 shares 135 $16.7K <0.01% +1 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: 115 shares; 2024Q4: 135 shares; 2025Q1: 136 shares; 2025Q2: 138 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 287 shares 287 $16.7K <0.01% +3 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares 203 $16.7K <0.01% new 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $16.1K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $15.8K <0.01% 0 Timeline SCHX 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: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579 shares 579 $15.7K <0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $15.6K <0.01% 0 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $15.4K <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: 256 shares; 2026Q1: 258 shares 258 $15K <0.01% +2 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: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $14.9K <0.01% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly 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: 1,204 shares; 2025Q4: 1,239 shares; 2026Q1: 1,297 shares 1,297 $14.8K <0.01% +58 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439 $14.8K <0.01% 0 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $14.7K <0.01% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $14.7K <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: 406 shares; 2024Q4: 309 shares; 2025Q1: 339 shares; 2025Q2: 347 shares; 2025Q3: 306 shares; 2025Q4: 307 shares; 2026Q1: 308 shares 308 $14.6K <0.01% +1 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $14.4K <0.01% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $14.1K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $13.7K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $13.6K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $13.6K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 215 shares; 2026Q1: 217 shares 217 $13.5K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares 260 $13.4K <0.01% new 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: 210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 163 shares; 2026Q1: 169 shares 169 $13.2K <0.01% +6 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares 328 $13.1K <0.01% new Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 275 shares 275 $13K <0.01% new 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: 84 shares; 2024Q4: 84 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $12.9K <0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 95 shares 95 $12.7K <0.01% +1 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $12.7K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $12.4K <0.01% 0 Timeline FNDA 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: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360 $12.4K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131 shares 131 $12.2K <0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $12.1K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC 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: 200 shares; 2025Q4: 300 shares; 2026Q1: 400 shares 400 $11.9K <0.01% +100 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $11.8K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly 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: 221 shares; 2026Q1: 221 shares 221 $11.8K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 57 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 60 shares 60 $11.8K <0.01% +1 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $11.7K <0.01% 0 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: 113 shares; 2024Q4: 114 shares; 2025Q1: 124 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 116 shares; 2026Q1: 117 shares 117 $11.6K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: 129 shares 129 $11.5K <0.01% +38 Timeline SKYX SKYX PLATFORMS CORP More: the full row for SKYX PLATFORMS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $11.4K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 656 shares; 2025Q2: 657 shares; 2025Q3: 265 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $11.3K <0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 442 shares; 2025Q1: 447 shares; 2025Q2: 452 shares; 2025Q3: 457 shares; 2025Q4: 463 shares; 2026Q1: 469 shares 469 $11.2K <0.01% +6 Timeline FPX 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $11K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 162 shares; 2025Q1: 146 shares; 2025Q2: 147 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $11K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 138 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 142 shares 142 $11K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $10.7K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 264 shares; 2025Q1: 265 shares; 2025Q2: 267 shares; 2025Q3: 269 shares; 2025Q4: 271 shares; 2026Q1: 272 shares 272 $10.5K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $10.5K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 78 shares 78 $10.5K <0.01% +1 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $10.4K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $10.4K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares 409 $10.2K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $10.2K <0.01% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $10K <0.01% 0 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: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $9.64K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $9.14K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $9.08K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 121 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $9.07K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,508 shares; 2025Q1: 1,550 shares; 2025Q2: 1,593 shares; 2025Q3: 1,655 shares; 2025Q4: 1,690 shares; 2026Q1: 1,751 shares 1,751 $8.84K <0.01% +61 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: 92 shares; 2024Q4: 143 shares; 2025Q1: 144 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 114 shares 114 $8.77K <0.01% +21 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $8.49K <0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 302 shares 302 $8.37K <0.01% +2 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: 11 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 208 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $8.3K <0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $8.24K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $8.02K <0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $7.92K <0.01% 0 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $7.89K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7.87K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares 226 $7.87K <0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD 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 $7.67K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 316 shares; 2026Q1: 269 shares 269 $7.37K <0.01% -47 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 105 shares 105 $7.24K <0.01% +1 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $7.19K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares 144 $7.06K <0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $6.92K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $6.9K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $6.81K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 65 shares; 2025Q1: 75 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $6.76K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $6.44K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 129 shares; 2025Q1: 329 shares; 2025Q2: 332 shares; 2025Q3: 334 shares; 2025Q4: 336 shares; 2026Q1: 337 shares 337 $6.22K <0.01% +1 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: 132 shares; 2024Q4: 133 shares; 2025Q1: 135 shares; 2025Q2: 634 shares; 2025Q3: 470 shares; 2025Q4: 471 shares; 2026Q1: 308 shares 308 $5.92K <0.01% -163 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $5.72K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $5.65K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $5.57K <0.01% 0 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $5.44K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 87 shares; 2025Q1: 89 shares; 2025Q2: 90 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 96 shares 96 $5.36K <0.01% +2 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $5.26K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $5.26K <0.01% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567 $5.24K <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: 269 shares; 2024Q4: 270 shares; 2025Q1: 272 shares; 2025Q2: 274 shares; 2025Q3: 276 shares; 2025Q4: 279 shares; 2026Q1: 281 shares 281 $5.16K <0.01% +2 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: 39 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $5.15K <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: 34 shares; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 61 shares 61 $5.1K <0.01% +1 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: 1,095 shares; 2024Q4: 63 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $5.1K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $5.08K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $4.98K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $4.96K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 383 shares; 2025Q1: 197 shares; 2025Q2: 1,135 shares; 2025Q3: 156 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $4.76K <0.01% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $4.69K <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: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $4.68K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $4.66K <0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 545 shares; 2025Q1: 567 shares; 2025Q2: 590 shares; 2025Q3: 611 shares; 2025Q4: 633 shares; 2026Q1: 658 shares 658 $4.66K <0.01% +25 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares 112 $4.57K <0.01% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares 209 $4.45K <0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly 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: 435 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $4.43K <0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $4.42K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 133 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 137 shares 137 $4.39K <0.01% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 90 shares; 2025Q1: 66 shares; 2025Q2: 67 shares; 2025Q3: 68 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $4.36K <0.01% 0 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: 89 shares; 2024Q4: 89 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 126 shares 126 $4.36K <0.01% +125 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 136 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 59 shares 59 $4.33K <0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $4.32K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87 shares 87 $4.32K <0.01% new 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $4.31K <0.01% 0 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: 114 shares; 2025Q2: 115 shares; 2025Q3: 116 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $4.25K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $4.23K <0.01% 0 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $4.19K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $4.16K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly 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: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $4.09K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $4.03K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $3.88K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.76K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 142 shares; 2025Q1: 143 shares; 2025Q2: 144 shares; 2025Q3: 145 shares; 2025Q4: 146 shares; 2026Q1: 147 shares 147 $3.58K <0.01% +1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $3.5K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $3.5K <0.01% 0 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $3.48K <0.01% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 186 shares; 2026Q1: 280 shares 280 $3.46K <0.01% +94 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC 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 $3.4K <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: 52 shares; 2024Q4: 226 shares; 2025Q1: 228 shares; 2025Q2: 231 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $3.28K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.28K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $3.24K <0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $3.17K <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: 45 shares; 2026Q1: 46 shares 46 $3.14K <0.01% +1 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $3.09K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $3.08K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 70 shares; 2025Q1: 112 shares; 2025Q2: 71 shares; 2025Q3: 33 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $3.07K <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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $2.98K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $2.96K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110 $2.95K <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $2.93K <0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 205 shares; 2025Q1: 209 shares; 2025Q2: 213 shares; 2025Q3: 219 shares; 2025Q4: 222 shares; 2026Q1: 226 shares 226 $2.84K <0.01% +4 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: 636 shares; 2024Q4: 647 shares; 2025Q1: 73 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $2.79K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $2.57K <0.01% 0 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 134 shares; 2025Q1: 136 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 146 shares; 2026Q1: 129 shares 129 $2.48K <0.01% -17 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 84 shares; 2025Q2: 85 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 89 shares 89 $2.23K <0.01% +1 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: 6,968 shares; 2024Q4: 200 shares; 2025Q1: 923 shares; 2025Q2: 530 shares; 2025Q3: 444 shares; 2025Q4: 449 shares; 2026Q1: 183 shares 183 $2.23K <0.01% -266 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: 50 shares; 2024Q4: 60 shares; 2025Q1: 165 shares; 2025Q2: 38 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $2.16K <0.01% 0 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 62 shares 62 $2.14K <0.01% +1 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $2.05K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $2.01K <0.01% 0 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: 10 shares; 2024Q4: 63 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2K <0.01% 0 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: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $1.91K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $1.82K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $1.81K <0.01% 0 Timeline GOVT 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: 819 shares; 2024Q4: 75 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 385 shares; 2025Q4: 78 shares; 2026Q1: 79 shares 79 $1.8K <0.01% +1 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 26 shares 26 $1.78K <0.01% +1 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $1.78K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $1.74K <0.01% 0 Timeline MKZR MACKENZIE RLTY CAP INC More: the full row for MACKENZIE RLTY CAP 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: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $1.73K <0.01% 0 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $1.68K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72 shares 72 $1.63K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 69 shares; 2025Q1: 70 shares; 2025Q2: 71 shares; 2025Q3: 70 shares; 2025Q4: 71 shares; 2026Q1: 73 shares 73 $1.63K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $1.55K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 24 shares 24 $1.52K <0.01% +1 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $1.43K <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: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.36K <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: 11 shares; 2024Q4: 20 shares; 2025Q1: 60 shares; 2025Q2: 53 shares; 2025Q3: 54 shares; 2025Q4: 55 shares; 2026Q1: 13 shares 13 $1.36K <0.01% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.36K <0.01% 0 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: not reported; 2026Q1: 38 shares 38 $1.35K <0.01% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares 36 $1.33K <0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $1.32K <0.01% 0 Timeline CWENA 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: 91 shares; 2024Q4: 93 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $1.28K <0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27 $1.26K <0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $1.26K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 105 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $1.21K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $1.18K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $1.17K <0.01% 0 Timeline FIVA 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $1.11K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $1.1K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares 8 $1.08K <0.01% new Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares 1,499 $1.03K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $1.01K <0.01% 0 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: 387 shares; 2024Q4: 313 shares; 2025Q1: 98 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $957 <0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $850 <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares 57 $816 <0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 21 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $772 <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $770 <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 4 shares 4 $767 <0.01% +4 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $716 <0.01% 0 Timeline COPX 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $710 <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: 488 shares; 2024Q4: 35 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $687 <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $654 <0.01% 0 Timeline WRAP WRAP TECHNOLOGIES INC More: the full row for WRAP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 399 shares 399 $626 <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $609 <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $551 <0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $548 <0.01% new 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: 163 shares; 2024Q4: 191 shares; 2025Q1: 193 shares; 2025Q2: 177 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $487 <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $485 <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $468 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $358 <0.01% new Timeline DFAW 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: 4 shares; 2026Q1: 4 shares 4 $320 <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 36 shares 36 $303 <0.01% +1 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $298 <0.01% 0 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares 9 $272 <0.01% new 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 22 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $256 <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 308 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 3 shares 3 $252 <0.01% -1 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $182 <0.01% 0 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: 2 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $176 <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: 312 shares; 2024Q4: 389 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $148 <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: 265 shares; 2024Q4: 314 shares; 2025Q1: 316 shares; 2025Q2: 272 shares; 2025Q3: 15 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $129 <0.01% 0 Timeline LFVN LIFEVANTAGE CORP More: the full row for LIFEVANTAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $104 <0.01% 0 Timeline ENFY ENLIGHTIFY INC.COM NEW More: the full row for ENLIGHTIFY INC.COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $103 <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: 15 shares; 2024Q4: 13 shares; 2025Q1: 29 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 0 shares 0 $67 <0.01% -13 Amount filed as zero, left out of ratios. Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $66 <0.01% 0 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING 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: 50 shares 50 $65 <0.01% 0 Timeline VVOS VIVOS THERAPEUTICS INC More: the full row for VIVOS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $60 <0.01% 0 Timeline AVNS AVANOS MED INC More: the full row for AVANOS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $58 <0.01% 0 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $57 <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 1 shares 1 $56 <0.01% -152 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $56 <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 226 shares; 2026Q1: 1 shares 1 $54 <0.01% -225 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: 101 shares; 2024Q4: 60 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $54 <0.01% 0 Amount filed as zero, left out of ratios. Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 0 shares 0 $48 <0.01% -58 Amount filed as zero, left out of ratios. Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $48 <0.01% 0 Timeline USIG 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: 238 shares; 2026Q1: 1 shares 1 $43 <0.01% -237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $39 <0.01% 0 Amount filed as zero, left out of ratios. Timeline USHY 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: 82 shares; 2026Q1: 1 shares 1 $34 <0.01% -81 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $24 <0.01% new Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $15 <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 1 shares 1 $14 <0.01% -230 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $9 <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $7 <0.01% 0 Amount filed as zero, left out of ratios. Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,024 shares; 2025Q1: 1,032 shares; 2025Q2: 572 shares; 2025Q3: 6 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $6 <0.01% 0 Amount filed as zero, left out of ratios. 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: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $1 <0.01% 0 Amount filed as zero, left out of ratios. Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 0 shares 0 $1 <0.01% -110 Amount filed as zero, left out of ratios. 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: 30 shares; 2024Q4: 61 shares; 2025Q1: 118 shares; 2025Q2: 63 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline SELF GLOBAL SELF STORAGE INC More: the full row for GLOBAL SELF STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 1 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline