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: 5,542,205 shares; 2024Q4: 6,436,285 shares; 2025Q1: 6,438,785 shares; 2025Q2: 6,440,985 shares; 2025Q3: 6,440,985 shares; 2025Q4: 7,893,605 shares; 2026Q1: 8,896,905 shares 8,896,905 $1.55B 7.35% +1,003,300 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: 5,004,881 shares; 2024Q4: 4,992,003 shares; 2025Q1: 4,776,203 shares; 2025Q2: 4,782,203 shares; 2025Q3: 4,784,603 shares; 2025Q4: 4,776,136 shares; 2026Q1: 5,857,736 shares 5,857,736 $1.49B 7.04% +1,081,600 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,838,039 shares; 2024Q4: 28,381,242 shares; 2025Q1: 29,189,316 shares; 2025Q2: 38,493,294 shares; 2025Q3: 38,920,294 shares; 2025Q4: 39,316,183 shares; 2026Q1: 39,626,383 shares 39,626,383 $1.19B 5.65% +310,200 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: 4,909,959 shares; 2024Q4: 4,675,862 shares; 2025Q1: 4,611,896 shares; 2025Q2: 4,613,966 shares; 2025Q3: 4,780,066 shares; 2025Q4: 4,497,871 shares; 2026Q1: 3,478,771 shares 3,478,771 $1B 4.74% -1,019,100 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: 2,942,982 shares; 2024Q4: 2,938,345 shares; 2025Q1: 2,844,075 shares; 2025Q2: 2,843,415 shares; 2025Q3: 2,843,415 shares; 2025Q4: 2,857,325 shares; 2026Q1: 2,286,725 shares 2,286,725 $846M 4.01% -570,600 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 1,973,804 shares; 2025Q1: 2,404,390 shares; 2025Q2: 2,328,840 shares; 2025Q3: 3,528,840 shares; 2025Q4: 3,874,240 shares; 2026Q1: 4,327,640 shares 4,327,640 $700M 3.31% +453,400 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 reported; 2024Q4: 779,074 shares; 2025Q1: 1,389,074 shares; 2025Q2: 1,740,574 shares; 2025Q3: 1,740,574 shares; 2025Q4: 1,826,514 shares; 2026Q1: 2,068,614 shares 2,068,614 $640M 3.03% +242,100 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: 2,851,520 shares; 2024Q4: 2,977,420 shares; 2025Q1: 3,143,620 shares; 2025Q2: 3,392,020 shares; 2025Q3: 3,394,020 shares; 2025Q4: 3,336,897 shares; 2026Q1: 2,808,197 shares 2,808,197 $585M 2.77% -528,700 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: 412,700 shares; 2024Q4: 1,234,700 shares; 2025Q1: 5,007,550 shares; 2025Q2: 2,936,400 shares; 2025Q3: 3,610,100 shares; 2025Q4: 9,373,600 shares; 2026Q1: 8,673,100 shares 8,673,100 $531M 2.52% -700,500 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291,121 shares; 2024Q4: 1,264,983 shares; 2025Q1: 1,264,983 shares; 2025Q2: 1,264,983 shares; 2025Q3: 1,165,333 shares; 2025Q4: 1,165,333 shares; 2026Q1: 1,165,333 shares 1,165,333 $506M 2.4% 0 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: 1,185,759 shares; 2024Q4: 1,049,374 shares; 2025Q1: 951,265 shares; 2025Q2: 951,865 shares; 2025Q3: 866,465 shares; 2025Q4: 868,165 shares; 2026Q1: 868,165 shares 868,165 $497M 2.35% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 335,150 shares; 2025Q1: 496,500 shares; 2025Q2: 573,500 shares; 2025Q3: 576,000 shares; 2025Q4: 514,280 shares; 2026Q1: 1,196,360 shares 1,196,360 $459M 2.17% +682,080 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: 2,635,264 shares; 2024Q4: 1,695,664 shares; 2025Q1: 1,695,664 shares; 2025Q2: 1,695,664 shares; 2025Q3: 1,697,664 shares; 2025Q4: 1,827,150 shares; 2026Q1: 1,156,254 shares 1,156,254 $395M 1.87% -670,896 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: 850,269 shares; 2024Q4: 690,260 shares; 2025Q1: 689,960 shares; 2025Q2: 689,960 shares; 2025Q3: 690,560 shares; 2025Q4: 691,560 shares; 2026Q1: 692,560 shares 692,560 $346M 1.64% +1,000 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752,129 shares; 2024Q4: 4,648,202 shares; 2025Q1: 3,325,247 shares; 2025Q2: 3,327,147 shares; 2025Q3: 3,319,147 shares; 2025Q4: 4,129,047 shares; 2026Q1: 4,011,547 shares 4,011,547 $329M 1.56% -117,500 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861,433 shares; 2024Q4: 1,566,433 shares; 2025Q1: 1,566,433 shares; 2025Q2: 1,601,433 shares; 2025Q3: 2,099,351 shares; 2025Q4: 2,099,351 shares; 2026Q1: 2,073,204 shares 2,073,204 $314M 1.49% -26,147 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: 547,846 shares; 2024Q4: 530,254 shares; 2025Q1: 661,735 shares; 2025Q2: 765,456 shares; 2025Q3: 860,781 shares; 2025Q4: 860,781 shares; 2026Q1: 817,031 shares 817,031 $304M 1.44% -43,750 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: 4,797,171 shares; 2024Q4: 2,747,444 shares; 2025Q1: 2,491,844 shares; 2025Q2: 2,191,844 shares; 2025Q3: 2,196,244 shares; 2025Q4: 2,196,244 shares; 2026Q1: 2,192,244 shares 2,192,244 $272M 1.29% -4,000 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: 246,868 shares; 2024Q4: 213,900 shares; 2025Q1: 246,300 shares; 2025Q2: 246,300 shares; 2025Q3: 293,800 shares; 2025Q4: 293,800 shares; 2026Q1: 293,800 shares 293,800 $270M 1.28% 0 Timeline XLB 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: 1,813,057 shares; 2025Q1: 1,973,449 shares; 2025Q2: 966,350 shares; 2025Q3: 1,636,350 shares; 2025Q4: 3,272,700 shares; 2026Q1: 5,146,950 shares 5,146,950 $257M 1.22% +1,874,250 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682,350 shares; 2026Q1: 1,292,152 shares 1,292,152 $256M 1.21% +609,802 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654,944 shares; 2024Q4: 1,468,782 shares; 2025Q1: 1,918,932 shares; 2025Q2: 1,019,882 shares; 2025Q3: 1,025,882 shares; 2025Q4: 1,745,213 shares; 2026Q1: 1,734,213 shares 1,734,213 $254M 1.2% -11,000 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: 1,631,931 shares; 2024Q4: 1,496,731 shares; 2025Q1: 1,096,731 shares; 2025Q2: 1,096,731 shares; 2025Q3: 1,096,731 shares; 2025Q4: 757,344 shares; 2026Q1: 750,939 shares 750,939 $254M 1.2% -6,405 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: 1,556,813 shares; 2024Q4: 1,556,813 shares; 2025Q1: 1,114,813 shares; 2025Q2: 1,114,813 shares; 2025Q3: 1,114,813 shares; 2025Q4: 1,114,813 shares; 2026Q1: 1,139,168 shares 1,139,168 $248M 1.17% +24,355 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054,222 shares; 2024Q4: 3,917,794 shares; 2025Q1: 2,763,194 shares; 2025Q2: 3,188,194 shares; 2025Q3: 3,202,194 shares; 2025Q4: 5,395,188 shares; 2026Q1: 5,395,188 shares 5,395,188 $248M 1.17% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 12,700 shares; 2025Q3: 12,700 shares; 2025Q4: 3,119,461 shares; 2026Q1: 3,190,961 shares 3,190,961 $238M 1.13% +71,500 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 reported; 2024Q4: not reported; 2025Q1: 1,872,750 shares; 2025Q2: 1,872,750 shares; 2025Q3: 1,872,750 shares; 2025Q4: 2,572,750 shares; 2026Q1: 3,122,750 shares 3,122,750 $237M 1.12% +550,000 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: 1,577,248 shares; 2024Q4: 1,484,314 shares; 2025Q1: 1,482,114 shares; 2025Q2: 1,482,114 shares; 2025Q3: 1,482,114 shares; 2025Q4: 1,105,564 shares; 2026Q1: 771,264 shares 771,264 $227M 1.07% -334,300 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,411,486 shares; 2024Q4: 11,161,486 shares; 2025Q1: 9,329,036 shares; 2025Q2: 9,329,036 shares; 2025Q3: 9,329,036 shares; 2025Q4: 11,844,036 shares; 2026Q1: 6,754,986 shares 6,754,986 $224M 1.06% -5,089,050 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: 1,109,350 shares; 2024Q4: 1,111,850 shares; 2025Q1: 1,108,850 shares; 2025Q2: 1,108,850 shares; 2025Q3: 1,106,350 shares; 2025Q4: 866,150 shares; 2026Q1: 638,650 shares 638,650 $216M 1.02% -227,500 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: 1,290,879 shares; 2024Q4: 729,377 shares; 2025Q1: 729,377 shares; 2025Q2: 729,377 shares; 2025Q3: 1,280,377 shares; 2025Q4: 1,551,377 shares; 2026Q1: 1,551,377 shares 1,551,377 $205M 0.97% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726,969 shares; 2024Q4: 773,119 shares; 2025Q1: 773,119 shares; 2025Q2: 773,119 shares; 2025Q3: 773,119 shares; 2025Q4: 773,119 shares; 2026Q1: 962,619 shares 962,619 $199M 0.94% +189,500 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: 385,133 shares; 2024Q4: 224,011 shares; 2025Q1: 224,011 shares; 2025Q2: 224,011 shares; 2025Q3: 224,011 shares; 2025Q4: 289,711 shares; 2026Q1: 465,211 shares 465,211 $198M 0.94% +175,500 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,624,700 shares 1,624,700 $184M 0.87% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,586,851 shares; 2025Q1: 2,235,301 shares; 2025Q2: 2,021,051 shares; 2025Q3: 2,028,051 shares; 2025Q4: 1,706,601 shares; 2026Q1: 2,193,601 shares 2,193,601 $176M 0.83% +487,000 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 reported; 2024Q4: not reported; 2025Q1: 487,200 shares; 2025Q2: 487,200 shares; 2025Q3: 487,200 shares; 2025Q4: 708,200 shares; 2026Q1: 708,200 shares 708,200 $172M 0.81% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084,825 shares 1,084,825 $171M 0.81% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623,172 shares; 2024Q4: 1,660,037 shares; 2025Q1: 1,660,037 shares; 2025Q2: 1,660,037 shares; 2025Q3: 1,639,269 shares; 2025Q4: 1,859,269 shares; 2026Q1: 1,493,094 shares 1,493,094 $165M 0.78% -366,175 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,463,175 shares; 2025Q2: 1,838,075 shares; 2025Q3: 1,162,875 shares; 2025Q4: 1,419,825 shares; 2026Q1: 1,415,825 shares 1,415,825 $157M 0.74% -4,000 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,600 shares; 2026Q1: 333,150 shares 333,150 $154M 0.73% +191,550 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: 384,647 shares; 2024Q4: 219,311 shares; 2025Q1: 171,932 shares; 2025Q2: 171,932 shares; 2025Q3: 304,632 shares; 2025Q4: 304,632 shares; 2026Q1: 304,632 shares 304,632 $150M 0.71% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,000 shares; 2024Q4: 343,217 shares; 2025Q1: 343,217 shares; 2025Q2: 280,000 shares; 2025Q3: 207,500 shares; 2025Q4: 207,500 shares; 2026Q1: 207,500 shares 207,500 $147M 0.7% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059,280 shares; 2025Q3: 1,059,280 shares; 2025Q4: 1,059,280 shares; 2026Q1: 681,980 shares 681,980 $146M 0.69% -377,300 Timeline KRE 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: 7,000 shares; 2025Q2: 17,000 shares; 2025Q3: 527,000 shares; 2025Q4: 1,059,500 shares; 2026Q1: 2,183,000 shares 2,183,000 $142M 0.67% +1,123,500 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,620 shares; 2024Q4: 475,620 shares; 2025Q1: 475,620 shares; 2025Q2: 1,490,637 shares; 2025Q3: 2,103,521 shares; 2025Q4: 2,166,521 shares; 2026Q1: 2,774,921 shares 2,774,921 $142M 0.67% +608,400 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: 779,180 shares; 2024Q4: 654,232 shares; 2025Q1: 781,732 shares; 2025Q2: 626,732 shares; 2025Q3: 626,732 shares; 2025Q4: 626,732 shares; 2026Q1: 423,332 shares 423,332 $139M 0.66% -203,400 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: 91,063 shares; 2024Q4: 3,922,192 shares; 2025Q1: 3,409,942 shares; 2025Q2: 2,419,942 shares; 2025Q3: 2,403,942 shares; 2025Q4: 2,769,442 shares; 2026Q1: 2,737,442 shares 2,737,442 $135M 0.64% -32,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,030,800 shares 5,030,800 $130M 0.62% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679,682 shares; 2024Q4: 1,026,396 shares; 2025Q1: 1,096,396 shares; 2025Q2: 1,096,396 shares; 2025Q3: 1,096,396 shares; 2025Q4: 1,096,396 shares; 2026Q1: 1,096,396 shares 1,096,396 $122M 0.58% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,090,250 shares; 2025Q3: 1,715,250 shares; 2025Q4: 1,715,250 shares; 2026Q1: 1,715,250 shares 1,715,250 $122M 0.58% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: not reported; 2025Q1: 552,933 shares; 2025Q2: 1,083,433 shares; 2025Q3: 949,003 shares; 2025Q4: 1,776,906 shares; 2026Q1: 1,116,106 shares 1,116,106 $122M 0.58% -660,800 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: 569,761 shares; 2024Q4: 447,486 shares; 2025Q1: 447,486 shares; 2025Q2: 448,151 shares; 2025Q3: 573,501 shares; 2025Q4: not reported; 2026Q1: 237,776 shares 237,776 $114M 0.54% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,600 shares 110,600 $110M 0.52% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,815 shares; 2026Q1: 360,115 shares 360,115 $110M 0.52% +163,300 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,369,751 shares; 2024Q4: 976,726 shares; 2025Q1: 776,726 shares; 2025Q2: 776,726 shares; 2025Q3: 776,726 shares; 2025Q4: 776,726 shares; 2026Q1: 776,726 shares 776,726 $105M 0.5% 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: not reported; 2025Q4: not reported; 2026Q1: 393,500 shares 393,500 $105M 0.5% new 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: 720,950 shares; 2025Q2: 595,450 shares; 2025Q3: 440,450 shares; 2025Q4: 440,450 shares; 2026Q1: 440,450 shares 440,450 $102M 0.48% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790,000 shares 790,000 $99.8M 0.47% new 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: 496,339 shares; 2024Q4: 496,339 shares; 2025Q1: 408,677 shares; 2025Q2: 312,177 shares; 2025Q3: 312,177 shares; 2025Q4: 312,177 shares; 2026Q1: 312,177 shares 312,177 $97M 0.46% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500,000 shares 1,500,000 $95.5M 0.45% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155,769 shares; 2024Q4: 1,345,507 shares; 2025Q1: 1,879,207 shares; 2025Q2: 2,027,307 shares; 2025Q3: 1,703,343 shares; 2025Q4: 522,592 shares; 2026Q1: 522,992 shares 522,992 $91.8M 0.43% +400 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly 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: 450,000 shares 450,000 $88.9M 0.42% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 919,250 shares; 2025Q4: 919,250 shares; 2026Q1: 919,250 shares 919,250 $84.4M 0.4% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333,500 shares 1,333,500 $83.7M 0.4% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,250,000 shares 4,250,000 $81.6M 0.39% new 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 reported; 2024Q4: not reported; 2025Q1: 547,135 shares; 2025Q2: 547,135 shares; 2025Q3: 547,135 shares; 2025Q4: 547,135 shares; 2026Q1: 547,135 shares 547,135 $79M 0.37% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666,200 shares 666,200 $78.4M 0.37% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417,050 shares 417,050 $77.9M 0.37% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 453,650 shares 453,650 $77.7M 0.37% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731,450 shares 731,450 $76.5M 0.36% 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: 1,914,863 shares; 2024Q4: 1,666,383 shares; 2025Q1: 980,183 shares; 2025Q2: 980,183 shares; 2025Q3: 980,183 shares; 2025Q4: 980,183 shares; 2026Q1: 980,183 shares 980,183 $70.5M 0.33% 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: 539,721 shares; 2024Q4: 412,496 shares; 2025Q1: 338,328 shares; 2025Q2: 224,578 shares; 2025Q3: 409,578 shares; 2025Q4: 409,578 shares; 2026Q1: 238,278 shares 238,278 $64.5M 0.31% -171,300 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: 369,924 shares; 2024Q4: 345,780 shares; 2025Q1: 345,780 shares; 2025Q2: 346,680 shares; 2025Q3: 346,680 shares; 2025Q4: 555,235 shares; 2026Q1: 255,235 shares 255,235 $62M 0.29% -300,000 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 22,000 shares; 2025Q1: 34,000 shares; 2025Q2: 39,900 shares; 2025Q3: 29,000 shares; 2025Q4: 60,000 shares; 2026Q1: 2,157,000 shares 2,157,000 $61.3M 0.29% +2,097,000 Timeline ENLT ENLIGHT RENEWABLE ENERGY LTD More: the full row for ENLIGHT RENEWABLE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892,764 shares; 2024Q4: 892,764 shares; 2025Q1: 892,764 shares; 2025Q2: 892,764 shares; 2025Q3: 892,764 shares; 2025Q4: 880,464 shares; 2026Q1: 880,464 shares 880,464 $60.1M 0.28% 0 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: 2,993,465 shares; 2024Q4: 2,014,770 shares; 2025Q1: 2,009,770 shares; 2025Q2: 2,013,770 shares; 2025Q3: 2,013,770 shares; 2025Q4: 1,180,270 shares; 2026Q1: 1,013,270 shares 1,013,270 $58.4M 0.28% -167,000 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 12,000 shares; 2026Q1: 1,092,000 shares 1,092,000 $57.7M 0.27% +1,080,000 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512,825 shares 512,825 $55.7M 0.26% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,307 shares; 2026Q1: 380,307 shares 380,307 $54.3M 0.26% +163,000 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,370 shares; 2025Q2: 27,920 shares; 2025Q3: 1,296,424 shares; 2025Q4: 1,730,424 shares; 2026Q1: 1,730,424 shares 1,730,424 $53.4M 0.25% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000 $47.3M 0.22% new 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: 1,400,504 shares; 2024Q4: 1,400,504 shares; 2025Q1: 700,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,075,810 shares; 2026Q1: 1,656,810 shares 1,656,810 $43.7M 0.21% -2,419,000 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO 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: 3,527,000 shares; 2026Q1: 3,872,000 shares 3,872,000 $41.6M 0.2% +345,000 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: not reported; 2024Q4: 842,968 shares; 2025Q1: 270,168 shares; 2025Q2: 270,168 shares; 2025Q3: 270,168 shares; 2025Q4: 276,168 shares; 2026Q1: 926,168 shares 926,168 $34M 0.16% +650,000 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454,250 shares; 2025Q3: 454,250 shares; 2025Q4: 694,850 shares; 2026Q1: 344,329 shares 344,329 $33.9M 0.16% -350,521 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,435 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040,000 shares 2,040,000 $27.9M 0.13% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY 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: 198,749 shares 198,749 $26.5M 0.13% new 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: 139,534 shares; 2024Q4: 279,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,900 shares 163,900 $26.3M 0.12% new Timeline ELLO ELLOMAY CAPITAL LIMITED More: the full row for ELLOMAY CAPITAL 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: 945,000 shares; 2025Q4: 945,000 shares; 2026Q1: 945,000 shares 945,000 $21.6M 0.1% 0 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303,031 shares; 2024Q4: 2,303,031 shares; 2025Q1: 2,303,031 shares; 2025Q2: 1,152,531 shares; 2025Q3: 1,152,531 shares; 2025Q4: 1,152,531 shares; 2026Q1: 1,152,531 shares 1,152,531 $20.7M 0.1% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 2,745 shares; 2025Q1: 841,840 shares; 2025Q2: 919,870 shares; 2025Q3: 921,870 shares; 2025Q4: 1,384,020 shares; 2026Q1: 135,870 shares 135,870 $18.1M 0.09% -1,248,150 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194,991 shares; 2025Q2: 298,484 shares; 2025Q3: 310,856 shares; 2025Q4: 341,890 shares; 2026Q1: 330,779 shares 330,779 $14.1M 0.07% -11,111 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,516 shares; 2025Q2: 212,486 shares; 2025Q3: 197,062 shares; 2025Q4: 214,615 shares; 2026Q1: 240,463 shares 240,463 $14M 0.07% +25,848 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,341 shares; 2025Q2: 93,013 shares; 2025Q3: 89,411 shares; 2025Q4: 96,723 shares; 2026Q1: 93,339 shares 93,339 $12.6M 0.06% -3,384 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: 8,258 shares; 2024Q4: 8,758 shares; 2025Q1: 12,493 shares; 2025Q2: 12,433 shares; 2025Q3: 13,493 shares; 2025Q4: 20,293 shares; 2026Q1: 21,493 shares 21,493 $12.4M 0.06% +1,200 Timeline DIHP 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: 269,421 shares; 2025Q4: 295,015 shares; 2026Q1: 379,557 shares 379,557 $12.2M 0.06% +84,542 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: 45,600 shares; 2024Q4: 98,000 shares; 2025Q1: 125,000 shares; 2025Q2: 190,680 shares; 2025Q3: 194,680 shares; 2025Q4: 234,000 shares; 2026Q1: 226,000 shares 226,000 $12.2M 0.06% -8,000 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293,925 shares 293,925 $11.9M 0.06% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,560 shares 129,560 $11M 0.05% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,749 shares; 2025Q4: 118,814 shares; 2026Q1: 112,212 shares 112,212 $10.6M 0.05% -6,602 Timeline SMWB SIMILARWEB LTD More: the full row for SIMILARWEB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686,470 shares; 2024Q4: 1,686,470 shares; 2025Q1: 2,246,470 shares; 2025Q2: 2,326,742 shares; 2025Q3: 3,208,394 shares; 2025Q4: 4,015,494 shares; 2026Q1: 4,015,494 shares 4,015,494 $10.5M 0.05% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,025 shares; 2025Q2: 164,111 shares; 2025Q3: 158,733 shares; 2025Q4: 173,675 shares; 2026Q1: 210,215 shares 210,215 $8.6M 0.04% +36,540 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,360 shares 116,360 $8.57M 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174,668 shares; 2025Q4: 192,892 shares; 2026Q1: 233,562 shares 233,562 $8.46M 0.04% +40,670 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,026 shares; 2025Q2: 162,380 shares; 2025Q3: 187,745 shares; 2025Q4: 209,512 shares; 2026Q1: 209,512 shares 209,512 $8.42M 0.04% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163,647 shares; 2025Q2: 88,252 shares; 2025Q3: 88,252 shares; 2025Q4: 88,252 shares; 2026Q1: 82,200 shares 82,200 $7.4M 0.04% -6,052 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: 3,500 shares; 2024Q4: 8,500 shares; 2025Q1: 19,500 shares; 2025Q2: 21,265 shares; 2025Q3: 27,765 shares; 2025Q4: 30,217 shares; 2026Q1: 38,217 shares 38,217 $7.33M 0.03% +8,000 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,777 shares 83,777 $7.17M 0.03% new Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145,859 shares; 2025Q2: 227,554 shares; 2025Q3: 223,010 shares; 2025Q4: 238,562 shares; 2026Q1: 219,125 shares 219,125 $7M 0.03% -19,437 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: 19,187 shares; 2024Q4: 523,233 shares; 2025Q1: 8,987 shares; 2025Q2: 23,987 shares; 2025Q3: 10,887 shares; 2025Q4: 8,987 shares; 2026Q1: 11,487 shares 11,487 $6.86M 0.03% +2,500 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,450 shares; 2025Q2: 108,710 shares; 2025Q3: 123,533 shares; 2025Q4: 136,270 shares; 2026Q1: 136,270 shares 136,270 $6.83M 0.03% 0 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,900 shares 132,900 $6.82M 0.03% new 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: 42,025 shares; 2024Q4: 170,605 shares; 2025Q1: 194,792 shares; 2025Q2: 196,932 shares; 2025Q3: 196,932 shares; 2025Q4: 196,932 shares; 2026Q1: 196,932 shares 196,932 $5.74M 0.03% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830,000 shares; 2024Q4: 830,000 shares; 2025Q1: 830,000 shares; 2025Q2: 830,000 shares; 2025Q3: 830,000 shares; 2025Q4: 830,000 shares; 2026Q1: 830,000 shares 830,000 $5.7M 0.03% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136,061 shares; 2025Q2: 211,326 shares; 2025Q3: 203,631 shares; 2025Q4: 222,602 shares; 2026Q1: 138,502 shares 138,502 $5.19M 0.02% -84,100 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: 11,646 shares; 2024Q4: 10,146 shares; 2025Q1: 9,946 shares; 2025Q2: 11,446 shares; 2025Q3: 16,346 shares; 2025Q4: 16,346 shares; 2026Q1: 18,346 shares 18,346 $4.55M 0.02% +2,000 Timeline IHI 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: 5,072,050 shares; 2025Q2: 4,864,550 shares; 2025Q3: 3,946,450 shares; 2025Q4: 2,561,450 shares; 2026Q1: 74,648 shares 74,648 $3.98M 0.02% -2,486,802 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: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,040 shares; 2025Q2: 6,040 shares; 2025Q3: 6,040 shares; 2025Q4: 6,040 shares; 2026Q1: 6,040 shares 6,040 $3.93M 0.02% 0 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: 4,594,432 shares; 2024Q4: 1,216,377 shares; 2025Q1: 13,000 shares; 2025Q2: 22,050 shares; 2025Q3: 22,050 shares; 2025Q4: 22,050 shares; 2026Q1: 33,050 shares 33,050 $2.34M 0.01% +11,000 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: 777,571 shares; 2024Q4: 777,571 shares; 2025Q1: 777,571 shares; 2025Q2: 777,571 shares; 2025Q3: not reported; 2025Q4: 350,148 shares; 2026Q1: 350,148 shares 350,148 $1.81M 0.01% 0 Timeline IAI 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: 11,000 shares 11,000 $1.81M 0.01% new Timeline KBWB 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: 1,488,000 shares; 2025Q2: 3,085,450 shares; 2025Q3: 3,089,050 shares; 2025Q4: 3,548,900 shares; 2026Q1: 22,000 shares 22,000 $1.74M 0.01% -3,526,900 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,770 shares 3,770 $1.52M 0.01% +520 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,200 shares; 2025Q3: 16,200 shares; 2025Q4: 7,000 shares; 2026Q1: 16,500 shares 16,500 $1.39M 0.01% +9,500 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 28,000 shares 28,000 $1.37M 0.01% +20,000 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $1.24M 0.01% 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares 4,000 $1.21M 0.01% +1,000 Timeline VEGI 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: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 26,000 shares 26,000 $1.18M 0.01% +8,000 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,258,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $1.09M 0.01% 0 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN 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: 53,207 shares 53,207 $798K <0.01% new Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 63,000 shares; 2025Q2: 18,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 35,000 shares 35,000 $784K <0.01% +22,000 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,578,085 shares; 2024Q4: 1,274,224 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $707K <0.01% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 19,000 shares; 2026Q1: 19,000 shares 19,000 $687K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $678K <0.01% new Timeline XRT 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: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $644K <0.01% 0 Timeline FLSW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 15,200 shares; 2025Q4: 15,200 shares; 2026Q1: 15,200 shares 15,200 $617K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $611K <0.01% new Timeline SOL GEL TECHNOLOGIES SOL GEL TECHNOLOGIES More: the full row for SOL GEL TECHNOLOGIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,114 shares; 2024Q4: 76,114 shares; 2025Q1: 76,114 shares; 2025Q2: not reported; 2025Q3: 7,611 shares; 2025Q4: 7,611 shares; 2026Q1: 7,611 shares 7,611 $603K <0.01% 0 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: 986,089 shares; 2024Q4: 794,169 shares; 2025Q1: 364,719 shares; 2025Q2: 311,000 shares; 2025Q3: 311,000 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $557K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: not reported; 2026Q1: 2,300 shares 2,300 $520K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500 $484K <0.01% 0 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 8,000 shares; 2026Q1: 4,000 shares 4,000 $476K <0.01% -4,000 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $429K <0.01% 0 Timeline XHB 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: 4,000 shares; 2026Q1: 4,000 shares 4,000 $395K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $361K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,500 shares; 2025Q4: 1,038,650 shares; 2026Q1: 3,500 shares 3,500 $337K <0.01% -1,035,150 Timeline FLAU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 10,000 shares 10,000 $329K <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 2,500 shares 2,500 $319K <0.01% -2,500 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,290 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares 2,290 $317K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $310K <0.01% new Timeline XOP 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: 1,500 shares 1,500 $273K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990,829 shares; 2024Q4: 2,439,724 shares; 2025Q1: 1,099,996 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $270K <0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130,938 shares; 2024Q4: 1,434,748 shares; 2025Q1: 1,095,288 shares; 2025Q2: 1,095,288 shares; 2025Q3: 1,095,288 shares; 2025Q4: 1,095,288 shares; 2026Q1: 2,600 shares 2,600 $267K <0.01% -1,092,688 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $259K <0.01% 0 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,532 shares; 2026Q1: 4,020 shares 4,020 $203K <0.01% -512 Timeline