IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,835 shares; 2025Q1: 87,870 shares; 2025Q2: 81,710 shares; 2025Q3: 84,331 shares; 2025Q4: 85,659 shares; 2026Q1: 90,829 shares 90,829 $59.3M 14.9% +5,170 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 loaded; 2024Q4: 86,015 shares; 2025Q1: 86,044 shares; 2025Q2: 86,155 shares; 2025Q3: 85,865 shares; 2025Q4: 84,801 shares; 2026Q1: 83,571 shares 83,571 $29.8M 7.48% -1,230 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,127 shares; 2025Q1: 6,152 shares; 2025Q2: 6,185 shares; 2025Q3: 54,605 shares; 2025Q4: 54,599 shares; 2026Q1: 54,705 shares 54,705 $15.4M 3.88% +106 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 loaded; 2024Q4: 141,669 shares; 2025Q1: 145,857 shares; 2025Q2: 139,707 shares; 2025Q3: 141,831 shares; 2025Q4: 170,379 shares; 2026Q1: 176,307 shares 176,307 $12.3M 3.09% +5,928 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,375 shares; 2025Q1: 7,935 shares; 2025Q2: 24,954 shares; 2025Q3: 38,085 shares; 2025Q4: 55,010 shares; 2026Q1: 53,757 shares 53,757 $11.4M 2.85% -1,253 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 190,294 shares; 2025Q1: 190,954 shares; 2025Q2: 169,759 shares; 2025Q3: 154,027 shares; 2025Q4: 163,657 shares; 2026Q1: 167,822 shares 167,822 $11.3M 2.85% +4,165 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: not loaded; 2024Q4: 4,773 shares; 2025Q1: 20,881 shares; 2025Q2: 50,753 shares; 2025Q3: 72,401 shares; 2025Q4: 83,673 shares; 2026Q1: 97,619 shares 97,619 $11M 2.77% +13,946 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,572 shares; 2025Q1: 82,271 shares; 2025Q2: 96,591 shares; 2025Q3: 72,106 shares; 2025Q4: 60,212 shares; 2026Q1: 109,448 shares 109,448 $9.91M 2.49% +49,236 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31,700 shares; 2025Q2: 118,298 shares; 2025Q3: 165,294 shares; 2025Q4: 200,277 shares; 2026Q1: 167,690 shares 167,690 $9.76M 2.45% -32,587 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,170 shares; 2025Q1: 69,467 shares; 2025Q2: 64,351 shares; 2025Q3: 68,474 shares; 2025Q4: 70,561 shares; 2026Q1: 87,318 shares 87,318 $9.27M 2.33% +16,757 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: not loaded; 2024Q4: 61,517 shares; 2025Q1: 64,364 shares; 2025Q2: 63,598 shares; 2025Q3: 61,158 shares; 2025Q4: 68,525 shares; 2026Q1: 71,758 shares 71,758 $8.92M 2.24% +3,233 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: not loaded; 2024Q4: 29,659 shares; 2025Q1: 31,524 shares; 2025Q2: 35,545 shares; 2025Q3: 38,103 shares; 2025Q4: 39,356 shares; 2026Q1: 43,029 shares 43,029 $7.5M 1.88% +3,673 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: not loaded; 2024Q4: 17,133 shares; 2025Q1: 20,312 shares; 2025Q2: 23,063 shares; 2025Q3: 25,830 shares; 2025Q4: 27,051 shares; 2026Q1: 29,361 shares 29,361 $7.45M 1.87% +2,310 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,233 shares; 2025Q2: 71,541 shares; 2025Q3: 86,177 shares; 2025Q4: 110,965 shares; 2026Q1: 135,066 shares 135,066 $6.78M 1.7% +24,101 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,313 shares; 2025Q1: 27,283 shares; 2025Q2: 26,762 shares; 2025Q3: 25,375 shares; 2025Q4: 23,219 shares; 2026Q1: 22,006 shares 22,006 $5.76M 1.45% -1,213 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: not loaded; 2024Q4: 25,839 shares; 2025Q1: 25,552 shares; 2025Q2: 24,702 shares; 2025Q3: 22,847 shares; 2025Q4: 19,755 shares; 2026Q1: 18,666 shares 18,666 $5.36M 1.35% -1,089 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: not loaded; 2024Q4: 9,248 shares; 2025Q1: 9,761 shares; 2025Q2: 11,674 shares; 2025Q3: 12,894 shares; 2025Q4: 14,139 shares; 2026Q1: 14,096 shares 14,096 $5.22M 1.31% -43 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,239 shares; 2025Q4: 23,999 shares; 2026Q1: 55,132 shares 55,132 $3.91M 0.98% +31,133 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: not loaded; 2024Q4: 2,257 shares; 2025Q1: 2,228 shares; 2025Q2: 2,323 shares; 2025Q3: 9,971 shares; 2025Q4: 10,504 shares; 2026Q1: 12,161 shares 12,161 $3.9M 0.98% +1,657 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: not loaded; 2024Q4: 11,290 shares; 2025Q1: 11,488 shares; 2025Q2: 13,887 shares; 2025Q3: 16,233 shares; 2025Q4: 16,720 shares; 2026Q1: 18,622 shares 18,622 $3.88M 0.97% +1,902 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,485 shares; 2025Q3: 69,253 shares; 2025Q4: 85,366 shares; 2026Q1: 96,508 shares 96,508 $3.5M 0.88% +11,142 Timeline LMUB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,026 shares 69,026 $3.45M 0.87% 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: not loaded; 2024Q4: 6,855 shares; 2025Q1: 6,861 shares; 2025Q2: 6,858 shares; 2025Q3: 6,859 shares; 2025Q4: 5,271 shares; 2026Q1: 5,270 shares 5,270 $3.15M 0.79% -1 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: not loaded; 2024Q4: 4,866 shares; 2025Q1: 4,952 shares; 2025Q2: 5,285 shares; 2025Q3: 5,443 shares; 2025Q4: 5,373 shares; 2026Q1: 5,456 shares 5,456 $3.12M 0.78% +83 Timeline ITOT 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 loaded; 2024Q4: 35,443 shares; 2025Q1: 37,043 shares; 2025Q2: 24,264 shares; 2025Q3: 21,532 shares; 2025Q4: 21,586 shares; 2026Q1: 21,189 shares 21,189 $3.02M 0.76% -397 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: not loaded; 2024Q4: 6,826 shares; 2025Q1: 7,256 shares; 2025Q2: 7,818 shares; 2025Q3: 8,906 shares; 2025Q4: 9,425 shares; 2026Q1: 9,931 shares 9,931 $2.86M 0.72% +506 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: not loaded; 2024Q4: 49,674 shares; 2025Q1: 49,695 shares; 2025Q2: 49,354 shares; 2025Q3: 49,228 shares; 2025Q4: 44,052 shares; 2026Q1: 43,206 shares 43,206 $2.77M 0.7% -846 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: not loaded; 2024Q4: 3,081 shares; 2025Q1: 5,614 shares; 2025Q2: 7,184 shares; 2025Q3: 8,528 shares; 2025Q4: 8,839 shares; 2026Q1: 9,446 shares 9,446 $2.71M 0.68% +607 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,498 shares; 2025Q1: 64,349 shares; 2025Q2: 56,685 shares; 2025Q3: 49,339 shares; 2025Q4: 47,968 shares; 2026Q1: 50,038 shares 50,038 $2.5M 0.63% +2,070 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,373 shares; 2025Q2: 12,377 shares; 2025Q3: 9,507 shares; 2025Q4: 9,591 shares; 2026Q1: 13,718 shares 13,718 $2.49M 0.62% +4,127 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: not loaded; 2024Q4: 5,912 shares; 2025Q1: 6,151 shares; 2025Q2: 6,730 shares; 2025Q3: 7,184 shares; 2025Q4: 7,607 shares; 2026Q1: 7,990 shares 7,990 $2.47M 0.62% +383 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,416 shares; 2025Q3: 51,069 shares; 2025Q4: 66,284 shares; 2026Q1: 73,995 shares 73,995 $2.44M 0.61% +7,711 Timeline TLH 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 loaded; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 17,018 shares; 2025Q3: 26,996 shares; 2025Q4: 24,533 shares; 2026Q1: 23,648 shares 23,648 $2.38M 0.6% -885 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,669 shares; 2025Q1: 5,704 shares; 2025Q2: 6,664 shares; 2025Q3: 6,888 shares; 2025Q4: 7,215 shares; 2026Q1: 6,867 shares 6,867 $2.32M 0.58% -348 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,689 shares; 2025Q1: 60,621 shares; 2025Q2: 60,673 shares; 2025Q3: 36,433 shares; 2025Q4: 36,288 shares; 2026Q1: 36,659 shares 36,659 $2.3M 0.58% +371 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: not loaded; 2024Q4: 4,944 shares; 2025Q1: 5,304 shares; 2025Q2: 5,121 shares; 2025Q3: 5,057 shares; 2025Q4: 5,054 shares; 2026Q1: 5,055 shares 5,055 $2.21M 0.55% +1 Timeline SCHM 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 loaded; 2024Q4: 118,028 shares; 2025Q1: 117,467 shares; 2025Q2: 85,110 shares; 2025Q3: 81,390 shares; 2025Q4: 74,846 shares; 2026Q1: 70,320 shares 70,320 $2.18M 0.55% -4,526 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: not loaded; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 13,160 shares; 2025Q3: 14,334 shares; 2025Q4: 18,491 shares; 2026Q1: 22,251 shares 22,251 $2.11M 0.53% +3,760 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 loaded; 2024Q4: 12,298 shares; 2025Q1: 12,206 shares; 2025Q2: 11,486 shares; 2025Q3: 5,584 shares; 2025Q4: 10,735 shares; 2026Q1: 10,255 shares 10,255 $2.11M 0.53% -480 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: not loaded; 2024Q4: 2,823 shares; 2025Q1: 2,764 shares; 2025Q2: 2,931 shares; 2025Q3: 2,953 shares; 2025Q4: 3,169 shares; 2026Q1: 4,382 shares 4,382 $2.1M 0.53% +1,213 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: not loaded; 2024Q4: 5,034 shares; 2025Q1: 5,160 shares; 2025Q2: 5,530 shares; 2025Q3: 5,688 shares; 2025Q4: 5,811 shares; 2026Q1: 7,093 shares 7,093 $2.09M 0.52% +1,282 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,583 shares; 2025Q1: 3,307 shares; 2025Q2: 1,793 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,360 shares 10,360 $2.06M 0.52% new Timeline IAGG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,680 shares; 2025Q3: 25,277 shares; 2025Q4: 32,545 shares; 2026Q1: 39,638 shares 39,638 $1.98M 0.5% +7,093 Timeline SUB 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 loaded; 2024Q4: 29,447 shares; 2025Q1: 29,450 shares; 2025Q2: 22,325 shares; 2025Q3: 19,620 shares; 2025Q4: 18,576 shares; 2026Q1: 18,435 shares 18,435 $1.96M 0.49% -141 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: not loaded; 2024Q4: 2,592 shares; 2025Q1: 2,712 shares; 2025Q2: 2,706 shares; 2025Q3: 2,872 shares; 2025Q4: 2,935 shares; 2026Q1: 2,936 shares 2,936 $1.91M 0.48% +1 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: not loaded; 2024Q4: 79,249 shares; 2025Q1: 79,249 shares; 2025Q2: 77,856 shares; 2025Q3: 77,547 shares; 2025Q4: 73,919 shares; 2026Q1: 73,602 shares 73,602 $1.82M 0.46% -317 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,954 shares; 2025Q1: 45,288 shares; 2025Q2: 37,514 shares; 2025Q3: 32,974 shares; 2025Q4: 31,055 shares; 2026Q1: 30,611 shares 30,611 $1.65M 0.42% -444 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,858 shares; 2025Q1: 8,467 shares; 2025Q2: 7,640 shares; 2025Q3: 7,134 shares; 2025Q4: 6,511 shares; 2026Q1: 6,298 shares 6,298 $1.56M 0.39% -213 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 loaded; 2024Q4: 476 shares; 2025Q1: 877 shares; 2025Q2: 786 shares; 2025Q3: 926 shares; 2025Q4: 1,044 shares; 2026Q1: 1,134 shares 1,134 $1.5M 0.38% +90 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,671 shares; 2025Q1: 10,017 shares; 2025Q2: 11,723 shares; 2025Q3: 13,089 shares; 2025Q4: 13,790 shares; 2026Q1: 16,089 shares 16,089 $1.5M 0.38% +2,299 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: not loaded; 2024Q4: 6,456 shares; 2025Q1: 7,434 shares; 2025Q2: 7,601 shares; 2025Q3: 7,605 shares; 2025Q4: 7,543 shares; 2026Q1: 7,547 shares 7,547 $1.48M 0.37% +4 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 loaded; 2024Q4: 53,740 shares; 2025Q1: 52,337 shares; 2025Q2: 26,654 shares; 2025Q3: 7,364 shares; 2025Q4: 12,401 shares; 2026Q1: 14,786 shares 14,786 $1.47M 0.37% +2,385 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,362 shares; 2025Q1: 1,405 shares; 2025Q2: 1,457 shares; 2025Q3: 1,442 shares; 2025Q4: 14,269 shares; 2026Q1: 15,074 shares 15,074 $1.45M 0.36% +805 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,643 shares; 2025Q1: 33,620 shares; 2025Q2: 33,733 shares; 2025Q3: 31,508 shares; 2025Q4: 31,132 shares; 2026Q1: 30,632 shares 30,632 $1.44M 0.36% -500 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 loaded; 2024Q4: 2,724 shares; 2025Q1: 4,190 shares; 2025Q2: 6,274 shares; 2025Q3: 7,505 shares; 2025Q4: 7,615 shares; 2026Q1: 9,019 shares 9,019 $1.38M 0.35% +1,404 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: not loaded; 2024Q4: 1,561 shares; 2025Q1: 1,582 shares; 2025Q2: 1,261 shares; 2025Q3: 1,369 shares; 2025Q4: 1,585 shares; 2026Q1: 1,489 shares 1,489 $1.37M 0.34% -96 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,496 shares 59,496 $1.36M 0.34% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,749 shares; 2025Q1: 2,047 shares; 2025Q2: 2,601 shares; 2025Q3: 2,957 shares; 2025Q4: 3,635 shares; 2026Q1: 3,517 shares 3,517 $1.31M 0.33% -118 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: not loaded; 2024Q4: 8,363 shares; 2025Q1: 8,358 shares; 2025Q2: 8,879 shares; 2025Q3: 9,538 shares; 2025Q4: 9,504 shares; 2026Q1: 10,477 shares 10,477 $1.3M 0.33% +973 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,000 shares; 2025Q1: 24,773 shares; 2025Q2: 24,338 shares; 2025Q3: 17,809 shares; 2025Q4: 15,958 shares; 2026Q1: 13,365 shares 13,365 $1.3M 0.33% -2,593 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: not loaded; 2024Q4: not reported; 2025Q1: 7,395 shares; 2025Q2: 4,740 shares; 2025Q3: 7,460 shares; 2025Q4: 7,714 shares; 2026Q1: 10,373 shares 10,373 $1.3M 0.33% +2,659 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,252 shares; 2025Q1: 6,638 shares; 2025Q2: 5,903 shares; 2025Q3: 5,971 shares; 2025Q4: 6,483 shares; 2026Q1: 7,592 shares 7,592 $1.29M 0.32% +1,109 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,877 shares; 2025Q2: 12,185 shares; 2025Q3: 14,987 shares; 2025Q4: 19,404 shares; 2026Q1: 24,786 shares 24,786 $1.29M 0.32% +5,382 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,446 shares; 2025Q1: 15,370 shares; 2025Q2: 15,401 shares; 2025Q3: 16,997 shares; 2025Q4: 17,007 shares; 2026Q1: 17,009 shares 17,009 $1.29M 0.32% +2 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,915 shares; 2025Q1: 17,940 shares; 2025Q2: 17,917 shares; 2025Q3: 22,348 shares; 2025Q4: 22,348 shares; 2026Q1: 22,348 shares 22,348 $1.26M 0.32% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,175 shares; 2025Q1: 2,436 shares; 2025Q2: 2,522 shares; 2025Q3: 3,336 shares; 2025Q4: 3,554 shares; 2026Q1: 5,145 shares 5,145 $1.26M 0.32% +1,591 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 loaded; 2024Q4: not reported; 2025Q1: 4,435 shares; 2025Q2: 14,271 shares; 2025Q3: 26,808 shares; 2025Q4: 30,956 shares; 2026Q1: 14,101 shares 14,101 $1.24M 0.31% -16,855 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: not loaded; 2024Q4: 839 shares; 2025Q1: 847 shares; 2025Q2: 884 shares; 2025Q3: 1,027 shares; 2025Q4: 948 shares; 2026Q1: 1,153 shares 1,153 $1.15M 0.29% +205 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,730 shares; 2025Q1: 8,050 shares; 2025Q2: 8,570 shares; 2025Q3: 7,552 shares; 2025Q4: 6,312 shares; 2026Q1: 5,321 shares 5,321 $1.14M 0.29% -991 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 331 shares; 2025Q1: 479 shares; 2025Q2: 1,492 shares; 2025Q3: 720 shares; 2025Q4: 1,437 shares; 2026Q1: 1,480 shares 1,480 $1.03M 0.26% +43 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: not loaded; 2024Q4: 1,115 shares; 2025Q1: 1,123 shares; 2025Q2: 1,214 shares; 2025Q3: 1,193 shares; 2025Q4: 1,201 shares; 2026Q1: 1,218 shares 1,218 $1.03M 0.26% +17 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 loaded; 2024Q4: 11,146 shares; 2025Q1: 11,270 shares; 2025Q2: 11,040 shares; 2025Q3: 11,377 shares; 2025Q4: 11,712 shares; 2026Q1: 12,386 shares 12,386 $1.02M 0.26% +674 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 loaded; 2024Q4: 1,530 shares; 2025Q1: 2,162 shares; 2025Q2: 3,622 shares; 2025Q3: 3,403 shares; 2025Q4: 3,357 shares; 2026Q1: 5,824 shares 5,824 $997K 0.25% +2,467 Timeline RPG 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 loaded; 2024Q4: 20,801 shares; 2025Q1: 20,801 shares; 2025Q2: 20,801 shares; 2025Q3: 10,400 shares; 2025Q4: 20,800 shares; 2026Q1: 20,800 shares 20,800 $972K 0.24% 0 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: not loaded; 2024Q4: 2,488 shares; 2025Q1: 2,691 shares; 2025Q2: 2,848 shares; 2025Q3: 2,827 shares; 2025Q4: 3,001 shares; 2026Q1: 3,185 shares 3,185 $963K 0.24% +184 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: not loaded; 2024Q4: 6,029 shares; 2025Q1: 5,058 shares; 2025Q2: 4,705 shares; 2025Q3: 5,012 shares; 2025Q4: 5,410 shares; 2026Q1: 7,308 shares 7,308 $879K 0.22% +1,898 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,948 shares; 2026Q1: 11,084 shares 11,084 $859K 0.22% +136 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: not loaded; 2024Q4: 3,604 shares; 2025Q1: 3,606 shares; 2025Q2: 2,973 shares; 2025Q3: 3,190 shares; 2025Q4: 3,305 shares; 2026Q1: 3,831 shares 3,831 $833K 0.21% +526 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 4,527 shares; 2025Q4: 8,330 shares; 2026Q1: 7,312 shares 7,312 $821K 0.21% -1,018 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,079 shares 24,079 $818K 0.21% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,689 shares; 2025Q1: 2,727 shares; 2025Q2: 2,821 shares; 2025Q3: 2,921 shares; 2025Q4: 3,101 shares; 2026Q1: 4,200 shares 4,200 $810K 0.2% +1,099 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: not loaded; 2024Q4: 10,337 shares; 2025Q1: 9,646 shares; 2025Q2: 10,399 shares; 2025Q3: 10,429 shares; 2025Q4: 10,553 shares; 2026Q1: 10,585 shares 10,585 $789K 0.2% +32 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: not loaded; 2024Q4: 967 shares; 2025Q1: 986 shares; 2025Q2: 1,321 shares; 2025Q3: 1,554 shares; 2025Q4: 1,590 shares; 2026Q1: 1,570 shares 1,570 $784K 0.2% -20 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,326 shares; 2025Q2: 6,326 shares; 2025Q3: 5,236 shares; 2025Q4: 9,690 shares; 2026Q1: 7,998 shares 7,998 $727K 0.18% -1,692 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 954 shares; 2025Q1: 946 shares; 2025Q2: 1,043 shares; 2025Q3: 1,035 shares; 2025Q4: 1,033 shares; 2026Q1: 1,961 shares 1,961 $701K 0.18% +928 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,614 shares; 2025Q1: 5,394 shares; 2025Q2: 5,597 shares; 2025Q3: 5,649 shares; 2025Q4: 5,795 shares; 2026Q1: 6,099 shares 6,099 $692K 0.17% +304 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: not loaded; 2024Q4: 749 shares; 2025Q1: 678 shares; 2025Q2: 809 shares; 2025Q3: 850 shares; 2025Q4: 912 shares; 2026Q1: 967 shares 967 $685K 0.17% +55 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: not loaded; 2024Q4: 6,355 shares; 2025Q1: 6,152 shares; 2025Q2: 7,120 shares; 2025Q3: 7,444 shares; 2025Q4: 8,078 shares; 2026Q1: 8,740 shares 8,740 $678K 0.17% +662 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,314 shares; 2025Q2: 9,584 shares; 2025Q3: 10,114 shares; 2025Q4: 10,294 shares; 2026Q1: 11,362 shares 11,362 $664K 0.17% +1,068 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,714 shares; 2025Q1: 20,156 shares; 2025Q2: 21,340 shares; 2025Q3: 22,582 shares; 2025Q4: 22,117 shares; 2026Q1: 31,395 shares 31,395 $650K 0.16% +9,278 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: not loaded; 2024Q4: 1,735 shares; 2025Q1: 1,780 shares; 2025Q2: 1,835 shares; 2025Q3: 1,935 shares; 2025Q4: 1,954 shares; 2026Q1: 2,290 shares 2,290 $650K 0.16% +336 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,205 shares; 2025Q1: 2,224 shares; 2025Q2: 2,132 shares; 2025Q3: 3,391 shares; 2025Q4: 3,427 shares; 2026Q1: 3,880 shares 3,880 $639K 0.16% +453 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,679 shares; 2025Q4: 7,165 shares; 2026Q1: 8,378 shares 8,378 $609K 0.15% +1,213 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: not loaded; 2024Q4: 7,834 shares; 2025Q1: 7,974 shares; 2025Q2: 8,297 shares; 2025Q3: 11,443 shares; 2025Q4: 12,001 shares; 2026Q1: 12,456 shares 12,456 $607K 0.15% +455 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,316 shares; 2025Q1: 3,357 shares; 2025Q2: 3,505 shares; 2025Q3: 3,587 shares; 2025Q4: 3,435 shares; 2026Q1: 3,595 shares 3,595 $594K 0.15% +160 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,511 shares; 2025Q1: 5,431 shares; 2025Q2: 6,562 shares; 2025Q3: 5,565 shares; 2025Q4: 6,305 shares; 2026Q1: 7,657 shares 7,657 $582K 0.15% +1,352 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 919 shares; 2025Q1: 895 shares; 2025Q2: 969 shares; 2025Q3: 1,191 shares; 2025Q4: 1,410 shares; 2026Q1: 1,771 shares 1,771 $577K 0.14% +361 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,899 shares; 2025Q3: 3,357 shares; 2025Q4: 3,496 shares; 2026Q1: 3,915 shares 3,915 $573K 0.14% +419 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,574 shares; 2025Q3: 4,596 shares; 2025Q4: 5,272 shares; 2026Q1: 5,965 shares 5,965 $556K 0.14% +693 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,952 shares; 2025Q1: 23,157 shares; 2025Q2: 17,034 shares; 2025Q3: 11,462 shares; 2025Q4: 7,544 shares; 2026Q1: 7,011 shares 7,011 $550K 0.14% -533 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 loaded; 2024Q4: not reported; 2025Q1: 9,409 shares; 2025Q2: 9,923 shares; 2025Q3: 7,924 shares; 2025Q4: 8,180 shares; 2026Q1: 9,944 shares 9,944 $549K 0.14% +1,764 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,466 shares; 2025Q3: 733 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407 $539K 0.14% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,070 shares; 2025Q1: 1,029 shares; 2025Q2: 1,178 shares; 2025Q3: 1,217 shares; 2025Q4: 1,314 shares; 2026Q1: 1,779 shares 1,779 $538K 0.14% +465 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 560 shares; 2025Q4: 549 shares; 2026Q1: 610 shares 610 $532K 0.13% +61 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,987 shares; 2026Q1: 2,697 shares 2,697 $532K 0.13% -9,290 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 113 shares; 2025Q3: 115 shares; 2025Q4: 117 shares; 2026Q1: 126 shares 126 $530K 0.13% +9 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,429 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,431 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427 $529K 0.13% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,279 shares; 2025Q2: 2,448 shares; 2025Q3: 4,357 shares; 2025Q4: 3,609 shares; 2026Q1: 5,157 shares 5,157 $527K 0.13% +1,548 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: not loaded; 2024Q4: 1,628 shares; 2025Q1: 1,569 shares; 2025Q2: 1,486 shares; 2025Q3: 1,618 shares; 2025Q4: 1,621 shares; 2026Q1: 1,596 shares 1,596 $525K 0.13% -25 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 loaded; 2024Q4: 2,104 shares; 2025Q1: 2,371 shares; 2025Q2: 2,272 shares; 2025Q3: 2,079 shares; 2025Q4: 2,507 shares; 2026Q1: 2,499 shares 2,499 $515K 0.13% -8 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,412 shares; 2025Q1: 28,717 shares; 2025Q2: 28,082 shares; 2025Q3: 26,029 shares; 2025Q4: 18,471 shares; 2026Q1: 19,652 shares 19,652 $511K 0.13% +1,181 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 loaded; 2024Q4: 83,483 shares; 2025Q1: 84,725 shares; 2025Q2: 80,729 shares; 2025Q3: 86,329 shares; 2025Q4: 91,680 shares; 2026Q1: 100,688 shares 100,688 $506K 0.13% +9,008 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares 930 $500K 0.13% new 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: not loaded; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: 1,624 shares; 2025Q3: 2,460 shares; 2025Q4: 2,416 shares; 2026Q1: 2,110 shares 2,110 $499K 0.13% -306 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 617 shares; 2025Q1: 658 shares; 2025Q2: 726 shares; 2025Q3: 740 shares; 2025Q4: 644 shares; 2026Q1: 1,000 shares 1,000 $496K 0.12% +356 Timeline DFAU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,771 shares 10,771 $486K 0.12% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,408 shares 12,408 $482K 0.12% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,343 shares; 2025Q1: 2,804 shares; 2025Q2: 3,046 shares; 2025Q3: 3,126 shares; 2025Q4: 3,170 shares; 2026Q1: 3,645 shares 3,645 $481K 0.12% +475 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 936 shares; 2026Q1: 1,413 shares 1,413 $477K 0.12% +477 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: not loaded; 2024Q4: 1,164 shares; 2025Q1: 1,135 shares; 2025Q2: 1,154 shares; 2025Q3: 1,144 shares; 2025Q4: 1,337 shares; 2026Q1: 2,494 shares 2,494 $466K 0.12% +1,157 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,900 shares; 2025Q1: 3,901 shares; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 3,931 shares; 2026Q1: 3,932 shares 3,932 $452K 0.11% +1 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,192 shares; 2025Q2: not reported; 2025Q3: 8,841 shares; 2025Q4: not reported; 2026Q1: 10,676 shares 10,676 $451K 0.11% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,176 shares; 2025Q1: 3,050 shares; 2025Q2: 3,098 shares; 2025Q3: 3,168 shares; 2025Q4: 3,177 shares; 2026Q1: 3,404 shares 3,404 $446K 0.11% +227 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,386 shares; 2025Q1: 3,223 shares; 2025Q2: 3,002 shares; 2025Q3: 3,041 shares; 2025Q4: 2,984 shares; 2026Q1: 3,025 shares 3,025 $445K 0.11% +41 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,504 shares; 2025Q1: 11,318 shares; 2025Q2: not reported; 2025Q3: 6,824 shares; 2025Q4: 7,528 shares; 2026Q1: 9,238 shares 9,238 $434K 0.11% +1,710 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,357 shares; 2025Q1: 22,322 shares; 2025Q2: 21,806 shares; 2025Q3: 21,806 shares; 2025Q4: 22,996 shares; 2026Q1: 21,504 shares 21,504 $430K 0.11% -1,492 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares; 2026Q1: 1,257 shares 1,257 $430K 0.11% +222 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,285 shares; 2025Q2: 4,285 shares; 2025Q3: 3,314 shares; 2025Q4: 6,033 shares; 2026Q1: 5,653 shares 5,653 $425K 0.11% -380 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,055 shares; 2025Q1: 1,074 shares; 2025Q2: 1,109 shares; 2025Q3: 1,156 shares; 2025Q4: 1,117 shares; 2026Q1: 978 shares 978 $424K 0.11% -139 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: not loaded; 2024Q4: 2,664 shares; 2025Q1: 2,681 shares; 2025Q2: 2,881 shares; 2025Q3: 3,022 shares; 2025Q4: 2,899 shares; 2026Q1: 3,173 shares 3,173 $415K 0.1% +274 Timeline ALX ALEXANDERS INC More: the full row for ALEXANDERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,242 shares; 2025Q1: 5,232 shares; 2025Q2: 4,938 shares; 2025Q3: 2,250 shares; 2025Q4: 2,445 shares; 2026Q1: 1,758 shares 1,758 $415K 0.1% -687 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,820 shares; 2025Q1: 1,713 shares; 2025Q2: 1,818 shares; 2025Q3: 2,002 shares; 2025Q4: 2,208 shares; 2026Q1: 2,526 shares 2,526 $403K 0.1% +318 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,954 shares 2,954 $402K 0.1% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,289 shares; 2025Q4: 1,386 shares; 2026Q1: 1,654 shares 1,654 $401K 0.1% +268 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,103 shares; 2025Q1: 2,124 shares; 2025Q2: 5,253 shares; 2025Q3: 2,386 shares; 2025Q4: 1,420 shares; 2026Q1: 2,772 shares 2,772 $400K 0.1% +1,352 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 270 shares; 2025Q2: 285 shares; 2025Q3: 323 shares; 2025Q4: 316 shares; 2026Q1: 414 shares 414 $398K 0.1% +98 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,255 shares; 2025Q1: 1,317 shares; 2025Q2: 929 shares; 2025Q3: 906 shares; 2025Q4: 923 shares; 2026Q1: 1,119 shares 1,119 $394K 0.1% +196 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,286 shares; 2025Q3: 3,740 shares; 2025Q4: 3,905 shares; 2026Q1: 4,621 shares 4,621 $391K 0.1% +716 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: not loaded; 2024Q4: 1,428 shares; 2025Q1: 1,431 shares; 2025Q2: 1,098 shares; 2025Q3: 1,076 shares; 2025Q4: 1,208 shares; 2026Q1: 1,252 shares 1,252 $389K 0.1% +44 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 1,608 shares; 2025Q4: 3,197 shares; 2026Q1: 3,197 shares 3,197 $387K 0.1% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,438 shares 9,438 $387K 0.1% new Timeline IXUS 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 loaded; 2024Q4: 9,933 shares; 2025Q1: 10,908 shares; 2025Q2: 5,696 shares; 2025Q3: 4,598 shares; 2025Q4: 4,544 shares; 2026Q1: 4,470 shares 4,470 $387K 0.1% -74 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,802 shares 4,802 $387K 0.1% new 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: not loaded; 2024Q4: 1,203 shares; 2025Q1: 774 shares; 2025Q2: 700 shares; 2025Q3: 1,463 shares; 2025Q4: 948 shares; 2026Q1: 1,415 shares 1,415 $383K 0.1% +467 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,882 shares; 2026Q1: 4,199 shares 4,199 $382K 0.1% -683 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,300 shares; 2025Q3: 16,569 shares; 2025Q4: 19,979 shares; 2026Q1: 7,947 shares 7,947 $381K 0.1% -12,032 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,358 shares; 2026Q1: 11,249 shares 11,249 $380K 0.1% +2,891 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,297 shares; 2025Q1: 11,258 shares; 2025Q2: 19,757 shares; 2025Q3: 23,655 shares; 2025Q4: 22,077 shares; 2026Q1: 22,380 shares 22,380 $380K 0.1% +303 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,436 shares; 2025Q1: 21,917 shares; 2025Q2: 24,166 shares; 2025Q3: 24,713 shares; 2025Q4: 27,628 shares; 2026Q1: 33,202 shares 33,202 $375K 0.09% +5,574 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: not loaded; 2024Q4: 1,477 shares; 2025Q1: 1,493 shares; 2025Q2: 1,512 shares; 2025Q3: 1,486 shares; 2025Q4: 1,304 shares; 2026Q1: 1,351 shares 1,351 $372K 0.09% +47 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,794 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,354 shares; 2025Q4: 1,592 shares; 2026Q1: 1,822 shares 1,822 $371K 0.09% +230 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 3,235 shares; 2025Q4: 3,597 shares; 2026Q1: 4,548 shares 4,548 $362K 0.09% +951 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: not loaded; 2024Q4: 514 shares; 2025Q1: 501 shares; 2025Q2: 506 shares; 2025Q3: 526 shares; 2025Q4: 516 shares; 2026Q1: 527 shares 527 $360K 0.09% +11 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 loaded; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 11,083 shares; 2025Q3: 10,209 shares; 2025Q4: 7,650 shares; 2026Q1: 7,650 shares 7,650 $358K 0.09% 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 loaded; 2024Q4: 3,183 shares; 2025Q1: 2,795 shares; 2025Q2: 2,761 shares; 2025Q3: 2,781 shares; 2025Q4: 2,548 shares; 2026Q1: 1,758 shares 1,758 $357K 0.09% -790 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,011 shares; 2025Q2: 2,487 shares; 2025Q3: 2,705 shares; 2025Q4: 2,873 shares; 2026Q1: 3,163 shares 3,163 $354K 0.09% +290 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,374 shares; 2025Q2: 6,469 shares; 2025Q3: not reported; 2025Q4: 3,880 shares; 2026Q1: 5,099 shares 5,099 $354K 0.09% +1,219 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,467 shares; 2025Q1: 3,137 shares; 2025Q2: 3,255 shares; 2025Q3: 3,296 shares; 2025Q4: 3,333 shares; 2026Q1: 3,590 shares 3,590 $347K 0.09% +257 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,701 shares 11,701 $346K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,672 shares 1,672 $346K 0.09% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,708 shares; 2026Q1: 6,034 shares 6,034 $344K 0.09% -3,674 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,211 shares; 2025Q4: 9,188 shares; 2026Q1: 12,185 shares 12,185 $342K 0.09% +2,997 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,430 shares 4,430 $342K 0.09% new 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 loaded; 2024Q4: not reported; 2025Q1: 2,033 shares; 2025Q2: 2,144 shares; 2025Q3: 2,198 shares; 2025Q4: 2,286 shares; 2026Q1: 2,435 shares 2,435 $339K 0.09% +149 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,306 shares; 2025Q2: 1,380 shares; 2025Q3: 1,431 shares; 2025Q4: 1,567 shares; 2026Q1: 1,684 shares 1,684 $333K 0.08% +117 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,461 shares 3,461 $321K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,346 shares; 2025Q4: 1,991 shares; 2026Q1: 2,040 shares 2,040 $317K 0.08% +49 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 loaded; 2024Q4: not reported; 2025Q1: 2,119 shares; 2025Q2: 2,145 shares; 2025Q3: 2,280 shares; 2025Q4: 2,345 shares; 2026Q1: 2,355 shares 2,355 $309K 0.08% +10 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 931 shares; 2025Q3: 933 shares; 2025Q4: 931 shares; 2026Q1: 931 shares 931 $308K 0.08% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,897 shares; 2025Q3: not reported; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares 2,771 $307K 0.08% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,581 shares 3,581 $305K 0.08% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,483 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,331 shares; 2026Q1: 36,389 shares 36,389 $305K 0.08% +19,058 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,745 shares; 2026Q1: 11,758 shares 11,758 $300K 0.08% +2,013 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 576 shares; 2025Q1: 567 shares; 2025Q2: 657 shares; 2025Q3: 652 shares; 2025Q4: 674 shares; 2026Q1: 695 shares 695 $296K 0.07% +21 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,334 shares; 2025Q4: 1,178 shares; 2026Q1: 1,270 shares 1,270 $293K 0.07% +92 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 892 shares 892 $292K 0.07% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: not reported; 2025Q4: 2,649 shares; 2026Q1: 2,649 shares 2,649 $289K 0.07% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 477 shares; 2025Q3: 441 shares; 2025Q4: 487 shares; 2026Q1: 512 shares 512 $288K 0.07% +25 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,550 shares; 2025Q4: 1,586 shares; 2026Q1: 1,519 shares 1,519 $277K 0.07% -67 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,059 shares; 2025Q1: 2,942 shares; 2025Q2: 2,662 shares; 2025Q3: 2,414 shares; 2025Q4: 2,391 shares; 2026Q1: 2,292 shares 2,292 $272K 0.07% -99 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,278 shares; 2025Q2: 12,462 shares; 2025Q3: 12,799 shares; 2025Q4: 15,212 shares; 2026Q1: 16,976 shares 16,976 $270K 0.07% +1,764 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 979 shares 979 $265K 0.07% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,324 shares 4,324 $264K 0.07% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,952 shares 5,952 $263K 0.07% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,221 shares; 2026Q1: 5,221 shares 5,221 $261K 0.07% 0 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: not loaded; 2024Q4: 648 shares; 2025Q1: 633 shares; 2025Q2: 673 shares; 2025Q3: 640 shares; 2025Q4: 666 shares; 2026Q1: 571 shares 571 $255K 0.06% -95 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares 1,913 $253K 0.06% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,637 shares 13,637 $253K 0.06% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,632 shares 11,632 $252K 0.06% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares 1,096 $252K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 226 shares 226 $247K 0.06% +5 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,836 shares; 2025Q2: not reported; 2025Q3: 10,431 shares; 2025Q4: 13,747 shares; 2026Q1: 24,375 shares 24,375 $244K 0.06% +10,628 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,045 shares; 2025Q1: 3,237 shares; 2025Q2: 3,189 shares; 2025Q3: 3,152 shares; 2025Q4: 3,067 shares; 2026Q1: 3,225 shares 3,225 $243K 0.06% +158 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,995 shares 3,995 $242K 0.06% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,455 shares; 2025Q2: 1,321 shares; 2025Q3: 1,296 shares; 2025Q4: 1,006 shares; 2026Q1: 985 shares 985 $240K 0.06% -21 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172 shares; 2026Q1: 161 shares 161 $238K 0.06% -11 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 loaded; 2024Q4: 897 shares; 2025Q1: 947 shares; 2025Q2: 941 shares; 2025Q3: 934 shares; 2025Q4: 886 shares; 2026Q1: 888 shares 888 $237K 0.06% +2 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,210 shares; 2025Q1: 1,293 shares; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: not reported; 2026Q1: 1,452 shares 1,452 $233K 0.06% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,019 shares 7,019 $233K 0.06% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,330 shares; 2025Q4: not reported; 2026Q1: 3,222 shares 3,222 $232K 0.06% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares 362 $230K 0.06% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,177 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,923 shares 7,923 $230K 0.06% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,824 shares; 2025Q1: 2,912 shares; 2025Q2: 2,969 shares; 2025Q3: 3,033 shares; 2025Q4: 2,908 shares; 2026Q1: 3,218 shares 3,218 $228K 0.06% +310 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 539 shares; 2025Q4: 517 shares; 2026Q1: 545 shares 545 $227K 0.06% +28 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 58 shares; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: 67 shares 67 $226K 0.06% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,168 shares; 2025Q1: not reported; 2025Q2: 1,168 shares; 2025Q3: not reported; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares 1,166 $224K 0.06% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,091 shares 8,091 $222K 0.06% new Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,197 shares 5,197 $220K 0.06% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 417 shares 417 $217K 0.05% -53 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: not loaded; 2024Q4: 402 shares; 2025Q1: 331 shares; 2025Q2: 345 shares; 2025Q3: 359 shares; 2025Q4: 410 shares; 2026Q1: 493 shares 493 $213K 0.05% +83 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,247 shares 14,247 $212K 0.05% new Timeline VSS 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 loaded; 2024Q4: 3,614 shares; 2025Q1: 3,403 shares; 2025Q2: 2,926 shares; 2025Q3: 2,117 shares; 2025Q4: 1,516 shares; 2026Q1: 1,445 shares 1,445 $211K 0.05% -71 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,966 shares; 2025Q1: 14,215 shares; 2025Q2: 14,422 shares; 2025Q3: 14,498 shares; 2025Q4: 14,043 shares; 2026Q1: 14,201 shares 14,201 $207K 0.05% +158 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: not loaded; 2024Q4: 1,021 shares; 2025Q1: 939 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 852 shares 852 $207K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,573 shares; 2025Q1: 1,157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares 908 $205K 0.05% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,664 shares 9,664 $204K 0.05% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,295 shares; 2025Q3: not reported; 2025Q4: 16,843 shares; 2026Q1: 13,931 shares 13,931 $188K 0.05% -2,912 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,973 shares; 2025Q4: 14,235 shares; 2026Q1: 16,260 shares 16,260 $183K 0.05% +2,025 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,460 shares; 2025Q3: 12,069 shares; 2025Q4: 14,092 shares; 2026Q1: 14,353 shares 14,353 $129K 0.03% +261 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,446 shares 10,446 $120K 0.03% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,146 shares 16,146 $117K 0.03% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,456 shares; 2025Q2: 11,979 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,875 shares 10,875 $87.4K 0.02% new Timeline MDCX MEDICUS PHARMA LTD More: the full row for MEDICUS PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,622 shares; 2025Q3: 17,811 shares; 2025Q4: 35,622 shares; 2026Q1: 50,622 shares 50,622 $23.2K 0.01% +15,000 Timeline