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: 25,466,010 shares; 2024Q4: 26,035,422 shares; 2025Q1: 26,335,422 shares; 2025Q2: 28,685,422 shares; 2025Q3: 32,582,212 shares; 2025Q4: 37,402,212 shares; 2026Q1: 37,902,212 shares 37,902,212 $1.14B 9.9% +500,000 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: 1,273,985 shares; 2024Q4: 1,370,985 shares; 2025Q1: 1,270,985 shares; 2025Q2: 1,437,657 shares; 2025Q3: 1,395,657 shares; 2025Q4: 1,493,657 shares; 2026Q1: 1,568,657 shares 1,568,657 $681M 5.91% +75,000 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: 2,008,700 shares; 2024Q4: 3,245,130 shares; 2025Q1: 3,048,766 shares; 2025Q2: 3,609,306 shares; 2025Q3: 3,605,556 shares; 2025Q4: 3,262,446 shares; 2026Q1: 4,011,198 shares 4,011,198 $649M 5.63% +748,752 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: 976,843 shares; 2024Q4: 973,094 shares; 2025Q1: 1,607,952 shares; 2025Q2: 2,603,396 shares; 2025Q3: 1,917,526 shares; 2025Q4: 5,053,446 shares; 2026Q1: 4,296,822 shares 4,296,822 $571M 4.95% -756,624 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: 693,571 shares; 2024Q4: 1,251,611 shares; 2025Q1: 1,247,125 shares; 2025Q2: 895,855 shares; 2025Q3: 1,008,416 shares; 2025Q4: 1,323,291 shares; 2026Q1: 1,535,050 shares 1,535,050 $440M 3.82% +211,759 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: 5,681 shares; 2024Q4: 5,349 shares; 2025Q1: 4,349 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 19,755 shares; 2026Q1: 1,900,000 shares 1,900,000 $365M 3.16% +1,880,245 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: 3,297,806 shares; 2024Q4: 2,797,806 shares; 2025Q1: 2,777,806 shares; 2025Q2: 2,777,806 shares; 2025Q3: 2,977,806 shares; 2025Q4: 3,002,806 shares; 2026Q1: 2,015,506 shares 2,015,506 $354M 3.07% -987,300 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: 732,142 shares; 2024Q4: 539,963 shares; 2025Q1: 428,591 shares; 2025Q2: 969,279 shares; 2025Q3: 1,763,667 shares; 2025Q4: 1,940,486 shares; 2026Q1: 1,931,281 shares 1,931,281 $337M 2.92% -9,205 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: 834,337 shares; 2024Q4: 698,457 shares; 2025Q1: 913,237 shares; 2025Q2: 1,160,634 shares; 2025Q3: 1,206,409 shares; 2025Q4: 2,841,292 shares; 2026Q1: 2,960,332 shares 2,960,332 $323M 2.8% +119,040 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: 2,973,032 shares; 2024Q4: 2,311,990 shares; 2025Q1: 2,423,061 shares; 2025Q2: 2,591,768 shares; 2025Q3: 2,661,473 shares; 2025Q4: 2,791,284 shares; 2026Q1: 2,755,184 shares 2,755,184 $305M 2.65% -36,100 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: 475,756 shares; 2024Q4: 875,756 shares; 2025Q1: 1,358,317 shares; 2025Q2: 1,209,557 shares; 2025Q3: 1,215,900 shares; 2025Q4: 1,207,805 shares; 2026Q1: 898,092 shares 898,092 $304M 2.64% -309,713 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: 1,079,900 shares; 2024Q4: 1,079,900 shares; 2025Q1: 1,300,900 shares; 2025Q2: 1,417,900 shares; 2025Q3: 1,417,900 shares; 2025Q4: 1,639,900 shares; 2026Q1: 1,428,130 shares 1,428,130 $297M 2.58% -211,770 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: 856,453 shares; 2024Q4: 1,135,453 shares; 2025Q1: 1,448,441 shares; 2025Q2: 1,296,600 shares; 2025Q3: 1,177,600 shares; 2025Q4: 1,318,396 shares; 2026Q1: 1,928,396 shares 1,928,396 $292M 2.54% +610,000 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: 296,564 shares; 2024Q4: 208,964 shares; 2025Q1: 14 shares; 2025Q2: 453,000 shares; 2025Q3: 233,715 shares; 2025Q4: 403,452 shares; 2026Q1: 760,447 shares 760,447 $292M 2.53% +356,995 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: 785,700 shares; 2024Q4: 589,700 shares; 2025Q1: 973,700 shares; 2025Q2: 980,700 shares; 2025Q3: 914,700 shares; 2025Q4: 674,700 shares; 2026Q1: 927,700 shares 927,700 $235M 2.04% +253,000 Timeline LQD 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: 2,180,000 shares; 2024Q4: 1,965,000 shares; 2025Q1: 1,965,000 shares; 2025Q2: 1,965,000 shares; 2025Q3: 1,965,000 shares; 2025Q4: 1,965,000 shares; 2026Q1: 1,965,000 shares 1,965,000 $214M 1.86% 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: 3,297 shares; 2024Q4: 3,817 shares; 2025Q1: 3,151 shares; 2025Q2: 213,387 shares; 2025Q3: 474,944 shares; 2025Q4: 541,234 shares; 2026Q1: 329,583 shares 329,583 $189M 1.64% -211,651 Timeline EWY 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: 4,510 shares; 2024Q4: 4,510 shares; 2025Q1: 3,680 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 1,397,500 shares 1,397,500 $172M 1.49% +1,394,520 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: 150 shares; 2024Q4: 2,670,150 shares; 2025Q1: 3,395,000 shares; 2025Q2: 5,595,000 shares; 2025Q3: 3,693,000 shares; 2025Q4: 2,163,750 shares; 2026Q1: 2,163,750 shares 2,163,750 $171M 1.49% 0 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: 252,535 shares; 2024Q4: 253,704 shares; 2025Q1: 252,344 shares; 2025Q2: 251,992 shares; 2025Q3: 251,538 shares; 2025Q4: 251,424 shares; 2026Q1: 568,434 shares 568,434 $167M 1.45% +317,010 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: 2,000 shares; 2025Q1: 9,367 shares; 2025Q2: 2,958 shares; 2025Q3: 3,065 shares; 2025Q4: 210,534 shares; 2026Q1: 774,687 shares 774,687 $166M 1.44% +564,153 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: 3,492,015 shares; 2024Q4: 1,684,261 shares; 2025Q1: 2,432,256 shares; 2025Q2: 2,499,231 shares; 2025Q3: 1,774,700 shares; 2025Q4: 9,052,676 shares; 2026Q1: 3,451,740 shares 3,451,740 $158M 1.37% -5,600,936 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: 305,656 shares; 2024Q4: 188,235 shares; 2025Q1: 308,479 shares; 2025Q2: 250,522 shares; 2025Q3: 199,358 shares; 2025Q4: 377,607 shares; 2026Q1: 379,779 shares 379,779 $140M 1.22% +2,172 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: 120,000 shares; 2024Q4: 260,000 shares; 2025Q1: 260,130 shares; 2025Q2: 260,000 shares; 2025Q3: 260,000 shares; 2025Q4: 514,000 shares; 2026Q1: 405,000 shares 405,000 $138M 1.2% -109,000 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,526 shares; 2024Q4: 496,526 shares; 2025Q1: 496,526 shares; 2025Q2: 496,526 shares; 2025Q3: 346,526 shares; 2025Q4: 886,526 shares; 2026Q1: 1,161,526 shares 1,161,526 $130M 1.13% +275,000 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: 12,450 shares; 2024Q4: 6,350 shares; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360,000 shares 1,360,000 $125M 1.08% new Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825,600 shares; 2026Q1: 2,539,000 shares 2,539,000 $117M 1.01% +713,400 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: 4,099 shares; 2024Q4: 294,093 shares; 2025Q1: 168,285 shares; 2025Q2: 6,626 shares; 2025Q3: 11,119 shares; 2025Q4: 3,234 shares; 2026Q1: 338,307 shares 338,307 $114M 0.99% +335,073 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: 36,338 shares; 2024Q4: 60,728 shares; 2025Q1: 90,635 shares; 2025Q2: 164,725 shares; 2025Q3: 180,040 shares; 2025Q4: 106,335 shares; 2026Q1: 124,269 shares 124,269 $114M 0.99% +17,934 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: 1,630,721 shares; 2024Q4: 1,630,721 shares; 2025Q1: 1,630,721 shares; 2025Q2: 1,630,721 shares; 2025Q3: 1,630,721 shares; 2025Q4: 1,630,721 shares; 2026Q1: 1,630,721 shares 1,630,721 $111M 0.97% 0 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: 4,221 shares; 2024Q4: 6,755 shares; 2025Q1: 80,687 shares; 2025Q2: 168,980 shares; 2025Q3: 167,560 shares; 2025Q4: 162,162 shares; 2026Q1: 292,205 shares 292,205 $109M 0.94% +130,043 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: 1,575,645 shares; 2024Q4: 1,573,270 shares; 2025Q1: 1,766,270 shares; 2025Q2: 1,831,690 shares; 2025Q3: 1,631,690 shares; 2025Q4: 1,646,690 shares; 2026Q1: 921,270 shares 921,270 $102M 0.88% -725,420 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: 735,205 shares; 2024Q4: 373,125 shares; 2025Q1: 189,275 shares; 2025Q2: 701,569 shares; 2025Q3: 669,000 shares; 2025Q4: 320,504 shares; 2026Q1: 680,149 shares 680,149 $99.7M 0.87% +359,645 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: 1,921,651 shares; 2024Q4: 6,292,033 shares; 2025Q1: 7,202,847 shares; 2025Q2: 3,127,778 shares; 2025Q3: 3,647,049 shares; 2025Q4: 4,644,674 shares; 2026Q1: 1,893,809 shares 1,893,809 $93.5M 0.81% -2,750,865 Timeline XME 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: 830,230 shares 830,230 $89.7M 0.78% new 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: 2,362 shares; 2024Q4: 2,036 shares; 2025Q1: 532 shares; 2025Q2: 130,575 shares; 2025Q3: 256,599 shares; 2025Q4: 331,702 shares; 2026Q1: 412,152 shares 412,152 $89.6M 0.78% +80,450 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: 25,370 shares; 2024Q4: 152,414 shares; 2025Q1: 216,338 shares; 2025Q2: 214,440 shares; 2025Q3: 397,970 shares; 2025Q4: 390,416 shares; 2026Q1: 285,561 shares 285,561 $88.4M 0.77% -104,855 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: 1,168,760 shares; 2024Q4: 1,160,000 shares; 2025Q1: 820,000 shares; 2025Q2: 820,000 shares; 2025Q3: 820,000 shares; 2025Q4: 1,640,000 shares; 2026Q1: 1,700,551 shares 1,700,551 $85M 0.74% +60,551 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: 9,591 shares; 2024Q4: 8,532 shares; 2025Q1: 1,558,341 shares; 2025Q2: 665,958 shares; 2025Q3: 662,491 shares; 2025Q4: 18,122 shares; 2026Q1: 1,282,511 shares 1,282,511 $78.6M 0.68% +1,264,389 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 956 shares; 2026Q1: 124,220 shares 124,220 $75.1M 0.65% +123,264 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,000 shares; 2026Q1: 207,000 shares 207,000 $74M 0.64% +155,000 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: 370,000 shares; 2025Q4: 745,000 shares; 2026Q1: 659,385 shares 659,385 $71.6M 0.62% -85,615 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: 2,500 shares; 2024Q4: not reported; 2025Q1: 3,611,134 shares; 2025Q2: 3,611,134 shares; 2025Q3: 3,610,567 shares; 2025Q4: 3,623,034 shares; 2026Q1: 2,462,469 shares 2,462,469 $70M 0.61% -1,160,565 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: 3,660 shares; 2024Q4: 3,660 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,000 shares; 2026Q1: 100,000 shares 100,000 $68.2M 0.59% +97,000 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255,172 shares 255,172 $63.9M 0.55% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 259,000 shares; 2025Q4: 259,000 shares; 2026Q1: 444,000 shares 444,000 $61.9M 0.54% +185,000 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: not reported; 2024Q4: not reported; 2025Q1: 1,050,000 shares; 2025Q2: 750,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450,000 shares 450,000 $57.5M 0.5% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286,000 shares 286,000 $55.9M 0.48% 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: 56,281 shares; 2024Q4: 162,427 shares; 2025Q1: 163,661 shares; 2025Q2: 205,053 shares; 2025Q3: 133,225 shares; 2025Q4: 130,373 shares; 2026Q1: 323,730 shares 323,730 $51.9M 0.45% +193,357 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,000 shares 81,000 $51.5M 0.45% new 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: 261,675 shares; 2024Q4: 10,941 shares; 2025Q1: 1,109,225 shares; 2025Q2: 1,018,345 shares; 2025Q3: 4,846 shares; 2025Q4: 544,846 shares; 2026Q1: 946,186 shares 946,186 $48.3M 0.42% +401,340 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: 3,332 shares; 2024Q4: 465 shares; 2025Q1: 1,225 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: not reported; 2026Q1: 310,002 shares 310,002 $37.6M 0.33% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,178 shares; 2024Q4: 10,538 shares; 2025Q1: 9,498 shares; 2025Q2: 9,348 shares; 2025Q3: 288,948 shares; 2025Q4: 288,498 shares; 2026Q1: 290,898 shares 290,898 $36.5M 0.32% +2,400 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,000 shares 134,000 $36.2M 0.31% new 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: 730,000 shares; 2024Q4: 730,000 shares; 2025Q1: 730,000 shares; 2025Q2: 730,308 shares; 2025Q3: 730,000 shares; 2025Q4: 730,000 shares; 2026Q1: 730,000 shares 730,000 $35.6M 0.31% 0 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: 3,689,572 shares; 2024Q4: 2,814,572 shares; 2025Q1: 2,474,572 shares; 2025Q2: 2,719,572 shares; 2025Q3: 2,719,572 shares; 2025Q4: 2,719,572 shares; 2026Q1: 443,036 shares 443,036 $35.5M 0.31% -2,276,536 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 462,500 shares 462,500 $35.2M 0.3% 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: 11 shares; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475,000 shares; 2026Q1: 480,000 shares 480,000 $34.5M 0.3% +5,000 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 948 shares; 2025Q2: 157 shares; 2025Q3: 196 shares; 2025Q4: 279 shares; 2026Q1: 110,322 shares 110,322 $32.7M 0.28% +110,043 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly 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: 81,000 shares 81,000 $31.8M 0.28% 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: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 28,447 shares; 2025Q2: 3,771 shares; 2025Q3: 3,961 shares; 2025Q4: 6,879 shares; 2026Q1: 719,879 shares 719,879 $31.8M 0.28% +713,000 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: 8 shares; 2024Q4: not reported; 2025Q1: 199 shares; 2025Q2: 344 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500,000 shares 500,000 $31.4M 0.27% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,955 shares; 2025Q2: 1,354 shares; 2025Q3: 5,948 shares; 2025Q4: 1,127 shares; 2026Q1: 159,127 shares 159,127 $30.9M 0.27% +158,000 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: 443,287 shares; 2024Q4: 183,590 shares; 2025Q1: 182,358 shares; 2025Q2: 181,692 shares; 2025Q3: 181,954 shares; 2025Q4: 181,397 shares; 2026Q1: 181,208 shares 181,208 $29.8M 0.26% -189 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,096 shares; 2025Q2: 482 shares; 2025Q3: 582 shares; 2025Q4: 871 shares; 2026Q1: 457,301 shares 457,301 $29.5M 0.26% +456,430 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: 215,786 shares; 2024Q4: 214,828 shares; 2025Q1: 65,168 shares; 2025Q2: 95,655 shares; 2025Q3: 96,712 shares; 2025Q4: 97,458 shares; 2026Q1: 97,527 shares 97,527 $29.5M 0.26% +69 Timeline SPIB 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: 895,404 shares; 2024Q4: 856,543 shares; 2025Q1: 820,706 shares; 2025Q2: 863,815 shares; 2025Q3: 881,666 shares; 2025Q4: 953,744 shares; 2026Q1: 859,071 shares 859,071 $28.8M 0.25% -94,673 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: 200,000 shares; 2026Q1: 200,000 shares 200,000 $28.6M 0.25% 0 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: 54,077 shares; 2024Q4: 55,899 shares; 2025Q1: 48,928 shares; 2025Q2: 46,178 shares; 2025Q3: 45,420 shares; 2025Q4: 46,683 shares; 2026Q1: 43,414 shares 43,414 $28.2M 0.24% -3,269 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: 461,000 shares; 2024Q4: 180,000 shares; 2025Q1: 380,000 shares; 2025Q2: 515,000 shares; 2025Q3: 775,000 shares; 2025Q4: 775,000 shares; 2026Q1: 895,000 shares 895,000 $27.6M 0.24% +120,000 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: 129,017 shares; 2024Q4: 129,004 shares; 2025Q1: 38,512 shares; 2025Q2: 55,012 shares; 2025Q3: 55,108 shares; 2025Q4: 55,065 shares; 2026Q1: 55,122 shares 55,122 $27.5M 0.24% +57 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 32,100 shares; 2025Q3: 32,100 shares; 2025Q4: 32,100 shares; 2026Q1: 32,100 shares 32,100 $27.3M 0.24% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000 $20.8M 0.18% new 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: 1 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $20.7M 0.18% new Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201,422 shares; 2025Q4: 386,996 shares; 2026Q1: 470,025 shares 470,025 $19.1M 0.17% +83,029 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: 37,078 shares; 2024Q4: 35,351 shares; 2025Q1: 34,867 shares; 2025Q2: 34,236 shares; 2025Q3: 32,047 shares; 2025Q4: 33,113 shares; 2026Q1: 31,221 shares 31,221 $18M 0.16% -1,892 Timeline NYAX NAYAX LTD More: the full row for NAYAX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 300,000 shares; 2025Q2: 300,000 shares; 2025Q3: 300,000 shares; 2025Q4: 300,000 shares; 2026Q1: 300,000 shares 300,000 $16.8M 0.15% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,000 shares; 2024Q4: 425,000 shares; 2025Q1: 798,000 shares; 2025Q2: 798,000 shares; 2025Q3: 798,000 shares; 2025Q4: 398,000 shares; 2026Q1: 398,000 shares 398,000 $16.4M 0.14% 0 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,210 shares; 2024Q4: 671,210 shares; 2025Q1: 671,210 shares; 2025Q2: 671,210 shares; 2025Q3: 1,091,053 shares; 2025Q4: 1,091,053 shares; 2026Q1: 1,091,053 shares 1,091,053 $16.4M 0.14% 0 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: 54,656 shares; 2024Q4: 47,135 shares; 2025Q1: 44,401 shares; 2025Q2: 42,991 shares; 2025Q3: 80,536 shares; 2025Q4: 79,900 shares; 2026Q1: 80,351 shares 80,351 $14.6M 0.13% +451 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $14.1M 0.12% new 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: 686,472 shares; 2024Q4: 686,472 shares; 2025Q1: 786,472 shares; 2025Q2: 770,909 shares; 2025Q3: 770,909 shares; 2025Q4: 770,909 shares; 2026Q1: 770,909 shares 770,909 $13.9M 0.12% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 394 shares; 2026Q1: 100,000 shares 100,000 $13.6M 0.12% +99,606 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 358 shares; 2026Q1: 56,000 shares 56,000 $13.3M 0.12% +55,642 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 714 shares; 2026Q1: 34,000 shares 34,000 $13.2M 0.11% +33,286 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095,973 shares; 2024Q4: 1,095,973 shares; 2025Q1: 1,095,973 shares; 2025Q2: 1,511,885 shares; 2025Q3: 1,511,885 shares; 2025Q4: 1,287,102 shares; 2026Q1: 1,287,102 shares 1,287,102 $12.9M 0.11% 0 Timeline QLTA 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: 166,276 shares; 2024Q4: 251,199 shares; 2025Q1: 250,895 shares; 2025Q2: 254,045 shares; 2025Q3: 252,559 shares; 2025Q4: 261,919 shares; 2026Q1: 268,251 shares 268,251 $12.8M 0.11% +6,332 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 6,071 shares; 2025Q1: 21,374 shares; 2025Q2: 488,549 shares; 2025Q3: 509,919 shares; 2025Q4: 539,160 shares; 2026Q1: 547,860 shares 547,860 $12.7M 0.11% +8,700 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: 11,954 shares; 2024Q4: 10,916 shares; 2025Q1: 11,158 shares; 2025Q2: 10,981 shares; 2025Q3: 34,147 shares; 2025Q4: 49,513 shares; 2026Q1: 52,646 shares 52,646 $10.3M 0.09% +3,133 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,846 shares; 2025Q2: 61,274 shares; 2025Q3: 66,260 shares; 2025Q4: 72,392 shares; 2026Q1: 132,561 shares 132,561 $9.96M 0.09% +60,169 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: 28,297 shares; 2024Q4: 23,684 shares; 2025Q1: 26,143 shares; 2025Q2: 6,459 shares; 2025Q3: 20,409 shares; 2025Q4: 16,260 shares; 2026Q1: 15,635 shares 15,635 $9.34M 0.08% -625 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: 27,658 shares; 2024Q4: 60,328 shares; 2025Q1: 81,467 shares; 2025Q2: 86,091 shares; 2025Q3: 87,356 shares; 2025Q4: 89,094 shares; 2026Q1: 86,496 shares 86,496 $8.71M 0.08% -2,598 Timeline QQQM 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: 100,913 shares; 2024Q4: 94,456 shares; 2025Q1: 96,160 shares; 2025Q2: 108,808 shares; 2025Q3: 92,907 shares; 2025Q4: 3,098,047 shares; 2026Q1: 32,731 shares 32,731 $7.77M 0.07% -3,065,316 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,337 shares; 2024Q4: 18,971 shares; 2025Q1: 63,698 shares; 2025Q2: 68,802 shares; 2025Q3: 68,408 shares; 2025Q4: 54,700 shares; 2026Q1: 104,784 shares 104,784 $5.91M 0.05% +50,084 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,501 shares; 2024Q4: 43,037 shares; 2025Q1: 44,921 shares; 2025Q2: 47,036 shares; 2025Q3: 49,926 shares; 2025Q4: 51,280 shares; 2026Q1: 53,462 shares 53,462 $5.9M 0.05% +2,182 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,975 shares; 2024Q4: not reported; 2025Q1: 47,700 shares; 2025Q2: 49,032 shares; 2025Q3: 50,617 shares; 2025Q4: 53,778 shares; 2026Q1: 53,141 shares 53,141 $5.34M 0.05% -637 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,259 shares; 2025Q4: 44,477 shares; 2026Q1: 47,506 shares 47,506 $5.33M 0.05% +3,029 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: 16,466 shares; 2024Q4: 15,322 shares; 2025Q1: 14,843 shares; 2025Q2: 16,292 shares; 2025Q3: 16,097 shares; 2025Q4: 17,915 shares; 2026Q1: 18,535 shares 18,535 $5.18M 0.04% +620 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,845 shares 62,845 $4.94M 0.04% new 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: 8,161 shares; 2024Q4: 8,766 shares; 2025Q1: 9,126 shares; 2025Q2: 9,126 shares; 2025Q3: 9,128 shares; 2025Q4: 7,877 shares; 2026Q1: 32,260 shares 32,260 $4.46M 0.04% +24,383 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,369 shares; 2024Q4: 82,467 shares; 2025Q1: 81,709 shares; 2025Q2: 80,532 shares; 2025Q3: 80,963 shares; 2025Q4: 82,374 shares; 2026Q1: 80,919 shares 80,919 $4.03M 0.03% -1,455 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: 3,531 shares; 2024Q4: 6,623 shares; 2025Q1: 81,245 shares; 2025Q2: 94,752 shares; 2025Q3: 97,524 shares; 2025Q4: 115,241 shares; 2026Q1: 62,102 shares 62,102 $3.86M 0.03% -53,139 Timeline XAR 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: 25,199 shares; 2024Q4: 21,138 shares; 2025Q1: 8,632 shares; 2025Q2: 46,059 shares; 2025Q3: 41,800 shares; 2025Q4: 22,602 shares; 2026Q1: 15,139 shares 15,139 $3.84M 0.03% -7,463 Timeline HYG 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: 29,968 shares; 2024Q4: 35,350 shares; 2025Q1: 37,949 shares; 2025Q2: 38,057 shares; 2025Q3: 48,600 shares; 2025Q4: 49,093 shares; 2026Q1: 46,969 shares 46,969 $3.7M 0.03% -2,124 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,867 shares; 2024Q4: 20,765 shares; 2025Q1: 21,339 shares; 2025Q2: 21,299 shares; 2025Q3: 21,870 shares; 2025Q4: 21,524 shares; 2026Q1: 21,865 shares 21,865 $3.58M 0.03% +341 Timeline IEF 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: 17,763 shares; 2024Q4: 25,732 shares; 2025Q1: 29,800 shares; 2025Q2: 32,553 shares; 2025Q3: 37,005 shares; 2025Q4: 38,658 shares; 2026Q1: 36,783 shares 36,783 $3.51M 0.03% -1,875 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 14,171 shares; 2025Q1: 17,641 shares; 2025Q2: 21,930 shares; 2025Q3: 28,288 shares; 2025Q4: 34,370 shares; 2026Q1: 44,238 shares 44,238 $3.51M 0.03% +9,868 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,867 shares; 2025Q2: 50,849 shares; 2025Q3: 48,898 shares; 2025Q4: 42,415 shares; 2026Q1: 40,061 shares 40,061 $3.4M 0.03% -2,354 Timeline QMMY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,319 shares; 2025Q3: 170,216 shares; 2025Q4: 159,152 shares; 2026Q1: 136,778 shares 136,778 $3.4M 0.03% -22,374 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: 64,055 shares; 2024Q4: 63,015 shares; 2025Q1: 58,729 shares; 2025Q2: 57,502 shares; 2025Q3: 51,069 shares; 2025Q4: 50,433 shares; 2026Q1: 41,170 shares 41,170 $3.19M 0.03% -9,263 Timeline JNK 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: 486,245 shares; 2024Q4: 522,529 shares; 2025Q1: 487,374 shares; 2025Q2: 145,568 shares; 2025Q3: 132,098 shares; 2025Q4: 149,647 shares; 2026Q1: 31,450 shares 31,450 $2.98M 0.03% -118,197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,625 shares 38,625 $2.88M 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,139 shares; 2024Q4: 37,904 shares; 2025Q1: 40,364 shares; 2025Q2: 41,852 shares; 2025Q3: 40,057 shares; 2025Q4: 38,466 shares; 2026Q1: 34,916 shares 34,916 $2.85M 0.02% -3,550 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 5,956 shares; 2025Q1: 5,535 shares; 2025Q2: 5,523 shares; 2025Q3: 5,091 shares; 2025Q4: 4,301 shares; 2026Q1: 8,500 shares 8,500 $2.79M 0.02% +4,199 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,500 shares 33,500 $2.7M 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,003 shares; 2024Q4: 22,347 shares; 2025Q1: 34,367 shares; 2025Q2: 34,598 shares; 2025Q3: 30,617 shares; 2025Q4: 26,807 shares; 2026Q1: 21,533 shares 21,533 $2.55M 0.02% -5,274 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,960 shares; 2024Q4: 23,960 shares; 2025Q1: 23,100 shares; 2025Q2: 20,300 shares; 2025Q3: 15,600 shares; 2025Q4: 13,800 shares; 2026Q1: 11,100 shares 11,100 $2.29M 0.02% -2,700 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,183 shares; 2024Q4: 45,379 shares; 2025Q1: 35,228 shares; 2025Q2: 35,191 shares; 2025Q3: 43,592 shares; 2025Q4: 39,179 shares; 2026Q1: 30,909 shares 30,909 $1.93M 0.02% -8,270 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 9,336 shares; 2025Q1: 9,424 shares; 2025Q2: 8,625 shares; 2025Q3: 7,299 shares; 2025Q4: 5,801 shares; 2026Q1: 4,780 shares 4,780 $1.87M 0.02% -1,021 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,663 shares; 2024Q4: 9,410 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 14,354 shares; 2025Q4: 7,200 shares; 2026Q1: 5,700 shares 5,700 $1.65M 0.01% -1,500 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: 12,479 shares; 2024Q4: 21,963 shares; 2025Q1: 25,303 shares; 2025Q2: not reported; 2025Q3: 25,303 shares; 2025Q4: 30,053 shares; 2026Q1: 25,633 shares 25,633 $1.64M 0.01% -4,420 Timeline IBHF 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: 89,840 shares; 2025Q4: 70,840 shares; 2026Q1: 70,840 shares 70,840 $1.62M 0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587,149 shares; 2024Q4: 2,567,649 shares; 2025Q1: 2,561,219 shares; 2025Q2: 2,515,670 shares; 2025Q3: 2,094,319 shares; 2025Q4: 2,086,319 shares; 2026Q1: 36,249 shares 36,249 $1.48M 0.01% -2,050,070 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: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,990 shares; 2025Q2: 2,386 shares; 2025Q3: 4,048 shares; 2025Q4: 1,957 shares; 2026Q1: 1,027 shares 1,027 $1.32M 0.01% -930 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 6,178 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 4,900 shares; 2025Q4: 4,500 shares; 2026Q1: 3,665 shares 3,665 $1.26M 0.01% -835 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,560 shares; 2024Q4: 23,124 shares; 2025Q1: 234,005 shares; 2025Q2: 212,004 shares; 2025Q3: 20,653 shares; 2025Q4: 19,600 shares; 2026Q1: 15,600 shares 15,600 $1.23M 0.01% -4,000 Timeline IGIB 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: 16,123 shares; 2024Q4: 16,123 shares; 2025Q1: 18,623 shares; 2025Q2: 18,623 shares; 2025Q3: 22,229 shares; 2025Q4: 22,229 shares; 2026Q1: 22,229 shares 22,229 $1.18M 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,144 shares; 2024Q4: 15,167 shares; 2025Q1: 13,214 shares; 2025Q2: 12,091 shares; 2025Q3: 12,529 shares; 2025Q4: 10,535 shares; 2026Q1: 10,250 shares 10,250 $1.11M 0.01% -285 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 472,000 shares; 2025Q1: 635,406 shares; 2025Q2: 432,855 shares; 2025Q3: 10,625 shares; 2025Q4: 11,047 shares; 2026Q1: 11,747 shares 11,747 $1.1M 0.01% +700 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,233 shares; 2024Q4: 11,230 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,289 shares; 2025Q4: 8,700 shares; 2026Q1: 7,000 shares 7,000 $1.09M 0.01% -1,700 Timeline RSSL 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: 18,900 shares; 2024Q4: 14,775 shares; 2025Q1: 14,775 shares; 2025Q2: 14,775 shares; 2025Q3: 14,775 shares; 2025Q4: 14,775 shares; 2026Q1: 11,250 shares 11,250 $1.06M 0.01% -3,525 Timeline SPSB 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: 18,529 shares; 2024Q4: 21,119 shares; 2025Q1: 20,074 shares; 2025Q2: 21,884 shares; 2025Q3: 22,774 shares; 2025Q4: 34,811 shares; 2026Q1: 34,851 shares 34,851 $1.05M 0.01% +40 Timeline TLT 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: 7,785 shares; 2025Q3: 9,066 shares; 2025Q4: 7,600 shares; 2026Q1: 11,554 shares 11,554 $1M 0.01% +3,954 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,139 shares; 2024Q4: 21,807 shares; 2025Q1: 16,228 shares; 2025Q2: 19,655 shares; 2025Q3: 14,247 shares; 2025Q4: 11,472 shares; 2026Q1: 10,633 shares 10,633 $996K 0.01% -839 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,908 shares; 2024Q4: 9,794 shares; 2025Q1: 10,864 shares; 2025Q2: not reported; 2025Q3: 8,617 shares; 2025Q4: 8,490 shares; 2026Q1: 7,000 shares 7,000 $982K 0.01% -1,490 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,102 shares 19,102 $971K 0.01% new 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: 6,400 shares; 2024Q4: 1,141 shares; 2025Q1: 1,666 shares; 2025Q2: 1,141 shares; 2025Q3: 6,778 shares; 2025Q4: 10,946 shares; 2026Q1: 10,434 shares 10,434 $969K 0.01% -512 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 reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,912 shares; 2026Q1: 7,282 shares 7,282 $961K 0.01% +370 Timeline ILF 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: 26,600 shares 26,600 $945K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 125 shares; 2025Q3: 2,441 shares; 2025Q4: 4,536 shares; 2026Q1: 4,858 shares 4,858 $937K 0.01% +322 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 19,724 shares; 2025Q1: 43,127 shares; 2025Q2: 50,773 shares; 2025Q3: 48,092 shares; 2025Q4: 58,494 shares; 2026Q1: 47,092 shares 47,092 $924K 0.01% -11,402 Timeline FLKR 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: 23,000 shares 23,000 $917K 0.01% new Timeline BUG 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: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 15,500 shares; 2026Q1: 36,700 shares 36,700 $900K 0.01% +21,200 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: 6 shares; 2024Q4: not reported; 2025Q1: 190,317 shares; 2025Q2: 4,360 shares; 2025Q3: 4,161 shares; 2025Q4: 5,302 shares; 2026Q1: 5,590 shares 5,590 $893K 0.01% +288 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,995,000 shares; 2024Q4: 6,805,731 shares; 2025Q1: 7,305,731 shares; 2025Q2: 7,305,731 shares; 2025Q3: 7,305,731 shares; 2025Q4: 7,305,731 shares; 2026Q1: 1,392,740 shares 1,392,740 $881K 0.01% -5,912,991 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: 199,779 shares; 2024Q4: 144,779 shares; 2025Q1: 106,179 shares; 2025Q2: 90,179 shares; 2025Q3: 90,179 shares; 2025Q4: 90,179 shares; 2026Q1: 65,179 shares 65,179 $881K 0.01% -25,000 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,294 shares; 2025Q2: 1,256 shares; 2025Q3: 1,284 shares; 2025Q4: 1,327 shares; 2026Q1: 1,228 shares 1,228 $870K 0.01% -99 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,312 shares; 2025Q1: 8,334 shares; 2025Q2: 8,345 shares; 2025Q3: 5,499 shares; 2025Q4: 4,249 shares; 2026Q1: 4,022 shares 4,022 $869K 0.01% -227 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,360 shares; 2025Q1: 8,410 shares; 2025Q2: 8,410 shares; 2025Q3: 8,410 shares; 2025Q4: 8,410 shares; 2026Q1: 8,890 shares 8,890 $829K 0.01% +480 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: 175,500 shares; 2024Q4: 175,500 shares; 2025Q1: 175,500 shares; 2025Q2: 175,500 shares; 2025Q3: not reported; 2025Q4: 5,859 shares; 2026Q1: 6,194 shares 6,194 $819K 0.01% +335 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,139 shares 11,139 $806K 0.01% new Timeline IBDS 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: 10,011 shares; 2024Q4: 16,855 shares; 2025Q1: 32,048 shares; 2025Q2: 35,026 shares; 2025Q3: 35,068 shares; 2025Q4: 39,273 shares; 2026Q1: 31,385 shares 31,385 $761K 0.01% -7,888 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 4,357 shares; 2025Q1: 5,478 shares; 2025Q2: 5,699 shares; 2025Q3: 7,130 shares; 2025Q4: 8,213 shares; 2026Q1: 9,171 shares 9,171 $757K 0.01% +958 Timeline CEMB 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: 5,569 shares; 2024Q4: 7,061 shares; 2025Q1: 8,135 shares; 2025Q2: 10,215 shares; 2025Q3: 11,590 shares; 2025Q4: 14,743 shares; 2026Q1: 16,636 shares 16,636 $753K 0.01% +1,893 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,997 shares; 2024Q4: 59,416 shares; 2025Q1: 52,907 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 40,000 shares 40,000 $753K 0.01% -10,000 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,799 shares; 2024Q4: 65,799 shares; 2025Q1: 44,799 shares; 2025Q2: 44,799 shares; 2025Q3: 31,799 shares; 2025Q4: 28,799 shares; 2026Q1: 28,799 shares 28,799 $746K 0.01% 0 Timeline BRRR COINSHARES BITCOIN ETF More: the full row for COINSHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,988 shares; 2025Q2: not reported; 2025Q3: 16,809 shares; 2025Q4: 23,570 shares; 2026Q1: 38,281 shares 38,281 $732K 0.01% +14,711 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 257 shares; 2025Q1: 5,737 shares; 2025Q2: 8,177 shares; 2025Q3: 10,726 shares; 2025Q4: 15,060 shares; 2026Q1: 24,263 shares 24,263 $728K 0.01% +9,203 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 4,475 shares; 2025Q2: 6,380 shares; 2025Q3: 8,360 shares; 2025Q4: 11,750 shares; 2026Q1: 18,937 shares 18,937 $728K 0.01% +7,187 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 209 shares; 2025Q1: 4,672 shares; 2025Q2: 6,659 shares; 2025Q3: 8,733 shares; 2025Q4: 12,265 shares; 2026Q1: 19,759 shares 19,759 $727K 0.01% +7,494 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,093 shares; 2025Q2: 3,840 shares; 2025Q3: 4,340 shares; 2025Q4: 4,340 shares; 2026Q1: 4,329 shares 4,329 $713K 0.01% -11 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 15,529 shares; 2025Q1: 12,235 shares; 2025Q2: 603 shares; 2025Q3: 10,362 shares; 2025Q4: 8,956 shares; 2026Q1: 8,464 shares 8,464 $663K 0.01% -492 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 42,785 shares 42,785 $650K 0.01% +35,785 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,570 shares; 2025Q2: 12,570 shares; 2025Q3: 12,570 shares; 2025Q4: 32,730 shares; 2026Q1: 32,730 shares 32,730 $639K 0.01% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 6,170 shares 6,170 $602K 0.01% new Timeline EWT 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: 5,820 shares; 2024Q4: 5,820 shares; 2025Q1: 4,920 shares; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares; 2026Q1: 8,470 shares 8,470 $594K 0.01% +4,300 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 3,329 shares; 2026Q1: 2,768 shares 2,768 $581K 0.01% -561 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,994 shares; 2024Q4: 35,602 shares; 2025Q1: 464,647 shares; 2025Q2: 528,189 shares; 2025Q3: 322,223 shares; 2025Q4: 732,189 shares; 2026Q1: 27,000 shares 27,000 $580K 0.01% -705,189 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,930 shares; 2024Q4: 17,740 shares; 2025Q1: 8,988 shares; 2025Q2: 8,174 shares; 2025Q3: 7,151 shares; 2025Q4: 6,117 shares; 2026Q1: 5,647 shares 5,647 $556K <0.01% -470 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: 6 shares; 2024Q4: not reported; 2025Q1: 2,353 shares; 2025Q2: 1,946 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares 1,946 $552K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,802 shares; 2024Q4: 460,529 shares; 2025Q1: 457,885 shares; 2025Q2: 205,160 shares; 2025Q3: 46,769 shares; 2025Q4: 36,856 shares; 2026Q1: 18,950 shares 18,950 $552K <0.01% -17,906 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: 12,261 shares; 2025Q1: 7,457 shares; 2025Q2: 6,644 shares; 2025Q3: 5,689 shares; 2025Q4: 4,710 shares; 2026Q1: 4,598 shares 4,598 $515K <0.01% -112 Timeline VGK 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: 4,886 shares; 2024Q4: 4,288 shares; 2025Q1: 5,511 shares; 2025Q2: 5,882 shares; 2025Q3: 6,382 shares; 2025Q4: 6,209 shares; 2026Q1: 6,154 shares 6,154 $507K <0.01% -55 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,724 shares; 2024Q4: 26,724 shares; 2025Q1: 16,724 shares; 2025Q2: 16,724 shares; 2025Q3: 27,448 shares; 2025Q4: 19,948 shares; 2026Q1: 19,948 shares 19,948 $496K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,480 shares 5,480 $496K <0.01% new 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: 21,739 shares; 2024Q4: 33,739 shares; 2025Q1: 27,239 shares; 2025Q2: 13,939 shares; 2025Q3: 21,290 shares; 2025Q4: 21,290 shares; 2026Q1: 21,290 shares 21,290 $488K <0.01% 0 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 100,000 shares; 2025Q1: 75,000 shares; 2025Q2: 55,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $485K <0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 3,935 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 4,825 shares 4,825 $483K <0.01% +3,800 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: 231 shares; 2024Q4: 246 shares; 2025Q1: 916 shares; 2025Q2: 257 shares; 2025Q3: 267 shares; 2025Q4: 354 shares; 2026Q1: 328 shares 328 $483K <0.01% -26 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,173 shares; 2024Q4: 26,453 shares; 2025Q1: 21,259 shares; 2025Q2: 21,059 shares; 2025Q3: 19,015 shares; 2025Q4: 15,470 shares; 2026Q1: 14,430 shares 14,430 $476K <0.01% -1,040 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 9,824 shares; 2025Q1: 6,000 shares; 2025Q2: 6,004 shares; 2025Q3: 6,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $459K <0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,125 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 12,000 shares; 2026Q1: 9,000 shares 9,000 $441K <0.01% -3,000 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,377 shares; 2024Q4: 40,045 shares; 2025Q1: 36,500 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 34,000 shares; 2026Q1: 25,000 shares 25,000 $423K <0.01% -9,000 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: 9,184 shares; 2024Q4: 9,184 shares; 2025Q1: 9,184 shares; 2025Q2: 9,184 shares; 2025Q3: 15,024 shares; 2025Q4: 13,024 shares; 2026Q1: 14,374 shares 14,374 $422K <0.01% +1,350 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,165 shares; 2025Q1: 2,355 shares; 2025Q2: 2,238 shares; 2025Q3: 2,250 shares; 2025Q4: 2,299 shares; 2026Q1: 1,484 shares 1,484 $412K <0.01% -815 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 9,529 shares; 2025Q1: 8,238 shares; 2025Q2: 7,581 shares; 2025Q3: 5,786 shares; 2025Q4: 5,506 shares; 2026Q1: 4,802 shares 4,802 $397K <0.01% -704 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,154 shares; 2025Q1: 6,805 shares; 2025Q2: 6,346 shares; 2025Q3: 5,411 shares; 2025Q4: 5,000 shares; 2026Q1: 4,487 shares 4,487 $394K <0.01% -513 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,220 shares; 2026Q1: 16,220 shares 16,220 $393K <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: 2,110 shares; 2024Q4: 2,281 shares; 2025Q1: 2,999 shares; 2025Q2: 2,301 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,553 shares 1,553 $380K <0.01% +2 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: 3,677 shares; 2024Q4: 6,679 shares; 2025Q1: 2,088 shares; 2025Q2: 1,023 shares; 2025Q3: 1,770 shares; 2025Q4: 3,101 shares; 2026Q1: 1,508 shares 1,508 $374K <0.01% -1,593 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,367 shares; 2025Q1: 3,036 shares; 2025Q2: 3,342 shares; 2025Q3: 2,386 shares; 2025Q4: 562 shares; 2026Q1: 571 shares 571 $373K <0.01% +9 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: 998 shares; 2024Q4: 924 shares; 2025Q1: 998 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $368K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 8,795 shares; 2025Q1: 6,856 shares; 2025Q2: 4,654 shares; 2025Q3: 9,367 shares; 2025Q4: 3,602 shares; 2026Q1: 2,862 shares 2,862 $368K <0.01% -740 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: 3 shares; 2025Q1: 365 shares; 2025Q2: 357 shares; 2025Q3: 327 shares; 2025Q4: 2,760 shares; 2026Q1: 3,673 shares 3,673 $353K <0.01% +913 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 2,730 shares; 2025Q3: 800 shares; 2025Q4: 2,642 shares; 2026Q1: 2,181 shares 2,181 $319K <0.01% -461 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares 14,500 $301K <0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 8,451 shares; 2025Q1: 6,457 shares; 2025Q2: 4,503 shares; 2025Q3: 5,443 shares; 2025Q4: 111,148 shares; 2026Q1: 5,443 shares 5,443 $297K <0.01% -105,705 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500 $296K <0.01% new Timeline FLTW 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: 4,200 shares 4,200 $286K <0.01% 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,960 shares; 2025Q2: 3,959 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,000 shares 32,000 $268K <0.01% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,520 shares; 2025Q3: 1,599 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares 1,477 $251K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,738 shares; 2024Q4: 18,230 shares; 2025Q1: 18,069 shares; 2025Q2: 18,004 shares; 2025Q3: 17,031 shares; 2025Q4: 16,727 shares; 2026Q1: 5,429 shares 5,429 $246K <0.01% -11,298 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,780 shares; 2024Q4: 37,780 shares; 2025Q1: 13,280 shares; 2025Q2: 13,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares 4,280 $235K <0.01% 0 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: 2,170 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares 1,109 $229K <0.01% 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: 5,000 shares; 2024Q4: not reported; 2025Q1: 6,315 shares; 2025Q2: not reported; 2025Q3: 2,800 shares; 2025Q4: 2,899 shares; 2026Q1: 3,249 shares 3,249 $223K <0.01% +350 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,219 shares; 2024Q4: 4,194 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 2,095 shares; 2026Q1: 2,095 shares 2,095 $220K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,876 shares; 2024Q4: 513,752 shares; 2025Q1: 313,752 shares; 2025Q2: not reported; 2025Q3: 213,752 shares; 2025Q4: 213,752 shares; 2026Q1: 103,752 shares 103,752 $220K <0.01% -110,000 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: 1,205 shares; 2024Q4: 1,226 shares; 2025Q1: 1,137 shares; 2025Q2: 1,142 shares; 2025Q3: 1,116 shares; 2025Q4: 5,240 shares; 2026Q1: 2,091 shares 2,091 $219K <0.01% -3,149 Timeline VLN VALENS SEMICONDUCTOR LTD More: the full row for VALENS SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,616 shares; 2024Q4: 179,616 shares; 2025Q1: 179,616 shares; 2025Q2: 179,616 shares; 2025Q3: 179,616 shares; 2025Q4: 179,616 shares; 2026Q1: 179,616 shares 179,616 $203K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 494 shares; 2025Q3: 486 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439 $202K <0.01% 0 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: 4,289 shares; 2024Q4: 4,438 shares; 2025Q1: 5,050 shares; 2025Q2: 4,829 shares; 2025Q3: 6,000 shares; 2025Q4: 8,406 shares; 2026Q1: 1,575 shares 1,575 $195K <0.01% -6,831 Timeline OEF 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: 601 shares 601 $191K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 61,000 shares; 2026Q1: 81,000 shares 81,000 $183K <0.01% +20,000 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,310 shares; 2025Q1: 2,305 shares; 2025Q2: 2,296 shares; 2025Q3: 5,696 shares; 2025Q4: 2,655 shares; 2026Q1: 920 shares 920 $172K <0.01% -1,735 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142 shares; 2025Q1: 2,689 shares; 2025Q2: 4,269 shares; 2025Q3: 6,502 shares; 2025Q4: 11,273 shares; 2026Q1: 18,365 shares 18,365 $171K <0.01% +7,092 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,885 shares 2,885 $170K <0.01% new 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: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $162K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 649 shares; 2025Q1: 570 shares; 2025Q2: 620 shares; 2025Q3: 469 shares; 2025Q4: 511 shares; 2026Q1: 409 shares 409 $162K <0.01% -102 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,209 shares; 2025Q1: 62,790 shares; 2025Q2: 62,795 shares; 2025Q3: 62,601 shares; 2025Q4: 62,480 shares; 2026Q1: 666 shares 666 $162K <0.01% -61,814 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480 shares 1,480 $160K <0.01% 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: 1,029 shares; 2024Q4: 591 shares; 2025Q1: 1,396 shares; 2025Q2: 1,263 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 592 shares 592 $160K <0.01% +1 Timeline QJUN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,599 shares; 2026Q1: 5,035 shares 5,035 $157K <0.01% -564 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 3,350 shares; 2025Q4: 4,619 shares; 2026Q1: 4,954 shares 4,954 $156K <0.01% +335 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: 2,021,163 shares; 2024Q4: 7,124 shares; 2025Q1: 1,448,648 shares; 2025Q2: 1,723 shares; 2025Q3: 1,120,841 shares; 2025Q4: 794 shares; 2026Q1: 1,885 shares 1,885 $155K <0.01% +1,091 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: 153 shares; 2025Q2: 193 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 153 shares 153 $152K <0.01% -50 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,887 shares; 2025Q3: 1,303 shares; 2025Q4: 948 shares; 2026Q1: 647 shares 647 $151K <0.01% -301 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: 101,727 shares; 2024Q4: 41,255 shares; 2025Q1: 40,933 shares; 2025Q2: 40,767 shares; 2025Q3: 330 shares; 2025Q4: 218 shares; 2026Q1: 170 shares 170 $144K <0.01% -48 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 4,481 shares; 2025Q1: 4,481 shares; 2025Q2: not reported; 2025Q3: 3,231 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares 1,302 $143K <0.01% 0 Timeline STIP 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: 670 shares; 2024Q4: 670 shares; 2025Q1: 640 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,312 shares 1,312 $136K <0.01% +72 Timeline EZU 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: 2,161 shares; 2024Q4: 2,208 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $133K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,070 shares; 2024Q4: 629,168 shares; 2025Q1: 884,223 shares; 2025Q2: 985,092 shares; 2025Q3: 850,765 shares; 2025Q4: 18,000 shares; 2026Q1: 10,000 shares 10,000 $129K <0.01% -8,000 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,683 shares; 2024Q4: 14,993 shares; 2025Q1: 8,126 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $127K <0.01% 0 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: 3,929 shares; 2024Q4: 3,235 shares; 2025Q1: 3,110 shares; 2025Q2: 4,279 shares; 2025Q3: 1,667 shares; 2025Q4: 651 shares; 2026Q1: 635 shares 635 $122K <0.01% -16 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: 48 shares; 2024Q4: 8 shares; 2025Q1: 896 shares; 2025Q2: 883 shares; 2025Q3: 788 shares; 2025Q4: 673 shares; 2026Q1: 662 shares 662 $114K <0.01% -11 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 3,500 shares 3,500 $114K <0.01% -1,800 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: 29 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $105K <0.01% 0 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: 1,337 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares 721 $104K <0.01% 0 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 22,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $103K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 536 shares; 2026Q1: 789 shares 789 $102K <0.01% +253 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: 5,369 shares; 2024Q4: 3,569 shares; 2025Q1: 343,389 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares 2,780 $102K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $100K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $99.9K <0.01% new 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: 5,134 shares; 2024Q4: 4,439 shares; 2025Q1: 4,423 shares; 2025Q2: 3,953 shares; 2025Q3: 1,324 shares; 2025Q4: 609 shares; 2026Q1: 1,307 shares 1,307 $99.4K <0.01% +698 Timeline XPO XPO INC More: the full row for XPO 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: 508 shares 508 $98.8K <0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 140 shares; 2026Q1: 296 shares 296 $95.2K <0.01% +156 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 240 shares 240 $94.6K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares 730 $91.8K <0.01% new Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares 1,765 $87.9K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $87.7K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 717 shares 717 $86.4K <0.01% new Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,479 shares; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares 1,479 $86.4K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 356 shares; 2026Q1: 420 shares 420 $84.7K <0.01% +64 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,580 shares; 2024Q4: 136 shares; 2025Q1: 244 shares; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: not reported; 2026Q1: 410 shares 410 $84.1K <0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: not reported; 2025Q3: not reported; 2025Q4: 459 shares; 2026Q1: 375 shares 375 $83.3K <0.01% -84 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: 1,486 shares; 2024Q4: 1,767 shares; 2025Q1: 2,153 shares; 2025Q2: 2,356 shares; 2025Q3: 2,496 shares; 2025Q4: 287 shares; 2026Q1: 327 shares 327 $79.3K <0.01% +40 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: 21 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 108 shares; 2025Q3: 123 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $78.7K <0.01% 0 Timeline UCON 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 reported; 2024Q4: not reported; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: 3,080 shares 3,080 $76.3K <0.01% -1,000 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: 336 shares; 2024Q4: 236 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares 664 $75.1K <0.01% new 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: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 171 shares 171 $74.2K <0.01% +46 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,466 shares; 2025Q1: 1,466 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares; 2026Q1: 1,466 shares 1,466 $73.7K <0.01% 0 Timeline XLRE 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: 1,410,867 shares; 2024Q4: 1,149,806 shares; 2025Q1: 1,150,124 shares; 2025Q2: 1,150,103 shares; 2025Q3: 1,150,480 shares; 2025Q4: 1,150,446 shares; 2026Q1: 1,770 shares 1,770 $72.3K <0.01% -1,148,676 Timeline FXI 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: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 7,500 shares; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $71.8K <0.01% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645 $71.5K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares 328 $71.1K <0.01% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,502 shares; 2025Q1: 2,449 shares; 2025Q2: 2,191 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares 1,483 $69.7K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 400,013 shares; 2025Q1: 687,000 shares; 2025Q2: 298,004 shares; 2025Q3: 483,000 shares; 2025Q4: 256,587 shares; 2026Q1: 470 shares 470 $69.1K <0.01% -256,117 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $65.5K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,000 shares; 2025Q4: not reported; 2026Q1: 145 shares 145 $64.7K <0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $63.8K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares 1,540 $63.2K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 310,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares 1,120 $62.5K <0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: not reported; 2026Q1: 944 shares 944 $62.3K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 137 shares; 2025Q1: 257 shares; 2025Q2: not reported; 2025Q3: 317 shares; 2025Q4: not reported; 2026Q1: 521 shares 521 $61.6K <0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 410 shares; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 761 shares 761 $60.9K <0.01% new Timeline RMD RESMED INC More: the full row for RESMED 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: 270 shares 270 $60.6K <0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD 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: 321 shares 321 $60.1K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 329 shares 329 $60K <0.01% +12 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 147 shares 147 $59.9K <0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987,500 shares; 2024Q4: 1,050,637 shares; 2025Q1: 913,514 shares; 2025Q2: 898 shares; 2025Q3: 1,251 shares; 2025Q4: 2,240 shares; 2026Q1: 1,000 shares 1,000 $59.5K <0.01% -1,240 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: 2,347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241 shares 241 $58.5K <0.01% new 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: 171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 679 shares 679 $57.9K <0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 569 shares 569 $56K <0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares 194 $55.7K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 284 shares 284 $55.5K <0.01% new Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,897 shares; 2024Q4: 24,520 shares; 2025Q1: 21,245 shares; 2025Q2: 19,540 shares; 2025Q3: 19,000 shares; 2025Q4: 17,000 shares; 2026Q1: 10,000 shares 10,000 $55.1K <0.01% -7,000 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares 2,430 $54.3K <0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,185 shares 1,185 $53.7K <0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 1,371 shares; 2025Q1: 1,111 shares; 2025Q2: 1,088 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 575 shares 575 $53.3K <0.01% -163 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: not reported; 2026Q1: 374 shares 374 $53.3K <0.01% new 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: 2 shares; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 103 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares 124 $52.7K <0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares 534 $51.5K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 342 shares; 2025Q3: 577 shares; 2025Q4: 816 shares; 2026Q1: 816 shares 816 $50.5K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375 $49.9K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143 shares 143 $49K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248 shares 248 $48.9K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 258 shares; 2026Q1: 268 shares 268 $48.9K <0.01% +10 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares 850 $48.6K <0.01% new Timeline MOMO HELLO GROUP INC More: the full row for HELLO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,140 shares; 2025Q1: 8,140 shares; 2025Q2: 8,140 shares; 2025Q3: 8,140 shares; 2025Q4: 8,140 shares; 2026Q1: 8,140 shares 8,140 $46.9K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly 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: 656 shares; 2025Q4: not reported; 2026Q1: 979 shares 979 $45.9K <0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 958 shares 958 $45.4K <0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares; 2026Q1: 474 shares 474 $44.5K <0.01% +236 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares; 2026Q1: 456 shares 456 $44K <0.01% +97 Timeline IGSB 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares 821 $43.2K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,875 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $42.9K <0.01% 0 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,760 shares 1,760 $40.7K <0.01% -200 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 481 shares 481 $38.9K <0.01% new Timeline AAXJ 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: 1,073 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $35.2K <0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,565 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares 1,665 $34.4K <0.01% 0 Timeline DFE 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 622 shares; 2025Q2: 540 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $33.7K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 453 shares 453 $33.4K <0.01% -536 Timeline MTUM 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $31.2K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 615 shares 615 $31.2K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,366 shares; 2025Q1: 1,046 shares; 2025Q2: 433 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $30.7K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 224 shares 224 $28.7K <0.01% -186 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $28.3K <0.01% 0 Timeline EXI 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: 147 shares 147 $26.6K <0.01% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $25.2K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $24.3K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,000 shares; 2025Q3: 239,000 shares; 2025Q4: 250,158 shares; 2026Q1: 86 shares 86 $24K <0.01% -250,072 Timeline EWU 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: 3,450 shares; 2025Q3: 3,063 shares; 2025Q4: 3,063 shares; 2026Q1: 488 shares 488 $22.2K <0.01% -2,575 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,038 shares; 2024Q4: 21,899 shares; 2025Q1: 11,154 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 4,000 shares; 2026Q1: 2,000 shares 2,000 $21.1K <0.01% -2,000 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 495 shares 495 $19.5K <0.01% -270 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $18.6K <0.01% 0 Timeline ZAP 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: 550 shares 550 $17.7K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares 153 $16.4K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $16K <0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230 $15.7K <0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 124 shares; 2026Q1: 291 shares 291 $15.7K <0.01% +167 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 397 shares; 2026Q1: 219 shares 219 $15.2K <0.01% -178 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $15.1K <0.01% 0 Timeline IEI 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: 5,133 shares; 2024Q4: 1,773 shares; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $15.1K <0.01% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $14.9K <0.01% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $14K <0.01% 0 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: 58 shares; 2024Q4: 26 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $14K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $13.8K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares 88 $13.2K <0.01% new Timeline EWG 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: 1,777 shares; 2025Q2: 1,777 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 310 shares 310 $12.3K <0.01% -1,467 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $10.9K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 62 shares 62 $10.8K <0.01% new Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 612 shares 612 $10.8K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares 22 $9.34K <0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $8.53K <0.01% 0 Timeline HEDJ 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $5.75K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 33 shares 33 $5.72K <0.01% new Timeline ITA 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: 140 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $5.25K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares 68 $4.88K <0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,983 shares; 2024Q4: 151,712 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,267 shares; 2026Q1: 264 shares 264 $4.69K <0.01% -1,003 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $4.53K <0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 9,565 shares; 2025Q1: 1,835 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4.39K <0.01% 0 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $3.14K <0.01% 0 Timeline ANGL 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $2.87K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 366 shares; 2025Q4: not reported; 2026Q1: 31 shares 31 $2.55K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares 37 $2.5K <0.01% new Timeline IBLC 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: 47 shares 47 $1.72K <0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,159 shares; 2024Q4: 395,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12 $1.16K <0.01% new Timeline EDEN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares 9 $942 <0.01% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $828 <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 651,012 shares; 2025Q1: 1,012 shares; 2025Q2: 225,014 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $634 <0.01% 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: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $576 <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $190 <0.01% new Timeline