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: 202,054 shares; 2024Q4: 204,257 shares; 2025Q1: 199,923 shares; 2025Q2: 197,695 shares; 2025Q3: 199,416 shares; 2025Q4: 198,327 shares; 2026Q1: 198,467 shares 198,467 $34.6M 7.19% +140 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: 65,859 shares; 2024Q4: 66,347 shares; 2025Q1: 66,693 shares; 2025Q2: 65,188 shares; 2025Q3: 65,876 shares; 2025Q4: 67,619 shares; 2026Q1: 66,696 shares 66,696 $20.6M 4.29% -923 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: 84,088 shares; 2024Q4: 87,949 shares; 2025Q1: 89,049 shares; 2025Q2: 89,913 shares; 2025Q3: 90,164 shares; 2025Q4: 86,361 shares; 2026Q1: 87,753 shares 87,753 $18.3M 3.8% +1,392 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: 30,741 shares; 2024Q4: 30,987 shares; 2025Q1: 30,705 shares; 2025Q2: 30,345 shares; 2025Q3: 30,405 shares; 2025Q4: 30,191 shares; 2026Q1: 30,788 shares 30,788 $17.6M 3.66% +597 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: 83,368 shares; 2024Q4: 83,936 shares; 2025Q1: 77,199 shares; 2025Q2: 56,419 shares; 2025Q3: 56,312 shares; 2025Q4: 56,042 shares; 2026Q1: 57,296 shares 57,296 $16.5M 3.42% +1,254 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: 67,404 shares; 2024Q4: 47,556 shares; 2025Q1: 45,859 shares; 2025Q2: 42,971 shares; 2025Q3: 42,978 shares; 2025Q4: 41,406 shares; 2026Q1: 40,763 shares 40,763 $15.1M 3.14% -643 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: 10,363 shares; 2024Q4: 9,577 shares; 2025Q1: 10,157 shares; 2025Q2: 9,553 shares; 2025Q3: 9,103 shares; 2025Q4: 9,088 shares; 2026Q1: 9,123 shares 9,123 $13.4M 2.79% +35 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,800 shares; 2024Q4: 37,054 shares; 2025Q1: 41,910 shares; 2025Q2: 39,186 shares; 2025Q3: 38,610 shares; 2025Q4: 38,674 shares; 2026Q1: 38,455 shares 38,455 $11.5M 2.39% -219 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: 58,011 shares; 2024Q4: 57,396 shares; 2025Q1: 52,220 shares; 2025Q2: 48,835 shares; 2025Q3: 30,592 shares; 2025Q4: 32,949 shares; 2026Q1: 31,364 shares 31,364 $10.6M 2.2% -1,585 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 13,604 shares; 2025Q1: 13,558 shares; 2025Q2: 13,367 shares; 2025Q3: 13,479 shares; 2025Q4: 13,341 shares; 2026Q1: 13,777 shares 13,777 $10M 2.09% +436 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,652 shares; 2024Q4: 66,281 shares; 2025Q1: 99,214 shares; 2025Q2: 143,292 shares; 2025Q3: 151,753 shares; 2025Q4: 153,505 shares; 2026Q1: 177,377 shares 177,377 $9.85M 2.05% +23,872 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: 17,703 shares; 2024Q4: 23,751 shares; 2025Q1: 27,588 shares; 2025Q2: 27,178 shares; 2025Q3: 27,194 shares; 2025Q4: 27,184 shares; 2026Q1: 27,269 shares 27,269 $9.22M 1.92% +85 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: 11,019 shares; 2024Q4: 10,738 shares; 2025Q1: 11,019 shares; 2025Q2: 10,951 shares; 2025Q3: 10,916 shares; 2025Q4: 10,172 shares; 2026Q1: 9,617 shares 9,617 $8.85M 1.84% -555 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: 38,943 shares; 2024Q4: 39,610 shares; 2025Q1: 40,165 shares; 2025Q2: 22,852 shares; 2025Q3: 28,658 shares; 2025Q4: 31,335 shares; 2026Q1: 31,826 shares 31,826 $8.08M 1.68% +491 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: 11,115 shares; 2024Q4: 23,373 shares; 2025Q1: 28,287 shares; 2025Q2: 26,899 shares; 2025Q3: 27,990 shares; 2025Q4: 30,194 shares; 2026Q1: 30,931 shares 30,931 $7.75M 1.61% +737 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: 1,841 shares; 2024Q4: 6,709 shares; 2025Q1: 7,480 shares; 2025Q2: 7,689 shares; 2025Q3: 7,788 shares; 2025Q4: 8,288 shares; 2026Q1: 8,484 shares 8,484 $7.18M 1.49% +196 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: 73,158 shares; 2024Q4: 66,952 shares; 2025Q1: 52,842 shares; 2025Q2: 30,082 shares; 2025Q3: 30,541 shares; 2025Q4: 42,855 shares; 2026Q1: 41,187 shares 41,187 $6.99M 1.45% -1,668 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 20 shares; 2025Q2: 8,220 shares; 2025Q3: 9,127 shares; 2025Q4: 11,827 shares; 2026Q1: 11,827 shares 11,827 $6.83M 1.42% 0 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: 7,481 shares; 2024Q4: 6,233 shares; 2025Q1: 6,672 shares; 2025Q2: 6,374 shares; 2025Q3: 6,369 shares; 2025Q4: 6,412 shares; 2026Q1: 6,526 shares 6,526 $6.5M 1.35% +114 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: 18,616 shares; 2024Q4: 21,141 shares; 2025Q1: 24,049 shares; 2025Q2: 24,069 shares; 2025Q3: 24,091 shares; 2025Q4: 24,115 shares; 2026Q1: 22,205 shares 22,205 $6.3M 1.31% -1,910 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: 16,821 shares; 2024Q4: 16,712 shares; 2025Q1: 14,788 shares; 2025Q2: 14,453 shares; 2025Q3: 12,834 shares; 2025Q4: 12,912 shares; 2026Q1: 12,982 shares 12,982 $5.98M 1.24% +70 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,549 shares; 2025Q1: 2,045 shares; 2025Q2: 1,664 shares; 2025Q3: 1,668 shares; 2025Q4: 1,678 shares; 2026Q1: 1,748 shares 1,748 $5.9M 1.23% +70 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: 2,113 shares; 2024Q4: 1,460 shares; 2025Q1: 2,197 shares; 2025Q2: 3,690 shares; 2025Q3: 3,693 shares; 2025Q4: 4,645 shares; 2026Q1: 6,217 shares 6,217 $5.43M 1.13% +1,572 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: 8,712 shares; 2024Q4: 10,311 shares; 2025Q1: 13,207 shares; 2025Q2: 14,018 shares; 2025Q3: 14,281 shares; 2025Q4: 14,785 shares; 2026Q1: 14,565 shares 14,565 $5.41M 1.13% -220 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: 6,820 shares; 2024Q4: 6,957 shares; 2025Q1: 7,086 shares; 2025Q2: 6,939 shares; 2025Q3: 7,119 shares; 2025Q4: 64,730 shares; 2026Q1: 55,240 shares 55,240 $5.31M 1.1% -9,490 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,575 shares; 2024Q4: 70,443 shares; 2025Q1: 68,613 shares; 2025Q2: 66,663 shares; 2025Q3: 72,275 shares; 2025Q4: 75,616 shares; 2026Q1: 75,485 shares 75,485 $5.22M 1.08% -131 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,661 shares; 2024Q4: 13,888 shares; 2025Q1: 13,988 shares; 2025Q2: 13,438 shares; 2025Q3: 13,414 shares; 2025Q4: 9,973 shares; 2026Q1: 10,218 shares 10,218 $5.07M 1.05% +245 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: 20,028 shares; 2024Q4: 19,962 shares; 2025Q1: 19,101 shares; 2025Q2: 18,774 shares; 2025Q3: 18,774 shares; 2025Q4: 19,224 shares; 2026Q1: 20,217 shares 20,217 $4.94M 1.03% +993 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: 1,598 shares; 2024Q4: 791 shares; 2025Q1: 792 shares; 2025Q2: 6,585 shares; 2025Q3: 7,264 shares; 2025Q4: 7,360 shares; 2026Q1: 7,334 shares 7,334 $4.77M 0.99% -26 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: 9,977 shares; 2024Q4: 10,555 shares; 2025Q1: 10,461 shares; 2025Q2: 10,287 shares; 2025Q3: 10,305 shares; 2025Q4: 10,423 shares; 2026Q1: 10,565 shares 10,565 $4.72M 0.98% +142 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: 2,282 shares; 2024Q4: 21,270 shares; 2025Q1: 23,570 shares; 2025Q2: 23,870 shares; 2025Q3: 20,420 shares; 2025Q4: 21,130 shares; 2026Q1: 22,010 shares 22,010 $4.7M 0.98% +880 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: 17,052 shares; 2025Q2: 19,923 shares; 2025Q3: 21,528 shares; 2025Q4: 18,475 shares; 2026Q1: 21,867 shares 21,867 $4.35M 0.9% +3,392 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: 17,593 shares; 2024Q4: 17,964 shares; 2025Q1: 17,007 shares; 2025Q2: 16,986 shares; 2025Q3: 16,277 shares; 2025Q4: 15,386 shares; 2026Q1: 15,562 shares 15,562 $4.21M 0.88% +176 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 4,335 shares; 2025Q1: 4,335 shares; 2025Q2: 8,760 shares; 2025Q3: 9,465 shares; 2025Q4: 9,629 shares; 2026Q1: 9,670 shares 9,670 $4.16M 0.86% +41 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,046 shares; 2024Q4: 25,285 shares; 2025Q1: 3,865 shares; 2025Q2: 15,855 shares; 2025Q3: 23,114 shares; 2025Q4: 18,863 shares; 2026Q1: 19,913 shares 19,913 $4.05M 0.84% +1,050 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: 27,404 shares; 2024Q4: 22,204 shares; 2025Q1: 20,054 shares; 2025Q2: 21,787 shares; 2025Q3: 22,776 shares; 2025Q4: 28,581 shares; 2026Q1: 32,828 shares 32,828 $3.95M 0.82% +4,247 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: 7,563 shares; 2024Q4: 7,313 shares; 2025Q1: 7,148 shares; 2025Q2: 6,998 shares; 2025Q3: 13,268 shares; 2025Q4: 15,325 shares; 2026Q1: 17,535 shares 17,535 $3.81M 0.79% +2,210 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,349 shares; 2024Q4: 27,604 shares; 2025Q1: 28,036 shares; 2025Q2: 29,386 shares; 2025Q3: 30,219 shares; 2025Q4: 24,445 shares; 2026Q1: 24,226 shares 24,226 $3.81M 0.79% -219 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: 9,089 shares; 2024Q4: 9,877 shares; 2025Q1: 9,965 shares; 2025Q2: 8,375 shares; 2025Q3: 8,337 shares; 2025Q4: 7,364 shares; 2026Q1: 7,589 shares 7,589 $3.79M 0.79% +225 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: 49,957 shares; 2024Q4: 21,522 shares; 2025Q1: 25,269 shares; 2025Q2: 25,981 shares; 2025Q3: 26,029 shares; 2025Q4: 25,031 shares; 2026Q1: 25,315 shares 25,315 $3.7M 0.77% +284 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 14,245 shares; 2025Q1: 12,585 shares; 2025Q2: 16,302 shares; 2025Q3: 12,918 shares; 2025Q4: 13,704 shares; 2026Q1: 15,721 shares 15,721 $3.62M 0.75% +2,017 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,497 shares; 2024Q4: 28,362 shares; 2025Q1: 28,185 shares; 2025Q2: 17,947 shares; 2025Q3: 18,997 shares; 2025Q4: 10,536 shares; 2026Q1: 10,888 shares 10,888 $3.58M 0.74% +352 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: 5,325 shares; 2024Q4: 20,012 shares; 2025Q1: 27,072 shares; 2025Q2: 24,708 shares; 2025Q3: 24,870 shares; 2025Q4: 23,693 shares; 2026Q1: 23,494 shares 23,494 $3.53M 0.73% -199 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: 18,993 shares; 2024Q4: 38,822 shares; 2025Q1: 31,087 shares; 2025Q2: 30,628 shares; 2025Q3: 29,992 shares; 2025Q4: 29,868 shares; 2026Q1: 21,541 shares 21,541 $3.45M 0.72% -8,327 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,147 shares; 2024Q4: 129,912 shares; 2025Q1: 141,106 shares; 2025Q2: 186,143 shares; 2025Q3: 193,022 shares; 2025Q4: 194,572 shares; 2026Q1: 200,912 shares 200,912 $3.44M 0.71% +6,340 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,642 shares; 2025Q4: 78,877 shares; 2026Q1: 90,222 shares 90,222 $3.09M 0.64% +11,345 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: 1,633 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,624 shares; 2025Q3: 1,639 shares; 2025Q4: 1,354 shares; 2026Q1: 722 shares 722 $3.04M 0.63% -632 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,297 shares; 2024Q4: 37,082 shares; 2025Q1: 37,815 shares; 2025Q2: 37,397 shares; 2025Q3: 23,260 shares; 2025Q4: 24,909 shares; 2026Q1: 26,106 shares 26,106 $2.91M 0.6% +1,197 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,295 shares; 2024Q4: 48,015 shares; 2025Q1: 48,320 shares; 2025Q2: 47,475 shares; 2025Q3: 47,425 shares; 2025Q4: 47,725 shares; 2026Q1: 48,725 shares 48,725 $2.85M 0.59% +1,000 APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 1,700 shares; 2025Q3: 6,260 shares; 2025Q4: 3,512 shares; 2026Q1: 7,120 shares 7,120 $2.83M 0.59% +3,608 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,150 shares; 2025Q4: 11,373 shares; 2026Q1: 27,028 shares 27,028 $2.8M 0.58% +15,655 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,763 shares; 2024Q4: 12,790 shares; 2025Q1: 8,533 shares; 2025Q2: 5,985 shares; 2025Q3: 22,075 shares; 2025Q4: 16,493 shares; 2026Q1: 18,497 shares 18,497 $2.54M 0.53% +2,004 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: not reported; 2024Q4: 25 shares; 2025Q1: 3,246 shares; 2025Q2: 4,371 shares; 2025Q3: 4,950 shares; 2025Q4: 5,994 shares; 2026Q1: 6,467 shares 6,467 $2.52M 0.52% +473 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,523 shares; 2024Q4: 147,830 shares; 2025Q1: 181,383 shares; 2025Q2: 193,970 shares; 2025Q3: 207,163 shares; 2025Q4: 209,507 shares; 2026Q1: 211,381 shares 211,381 $2.3M 0.48% +1,874 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: 23,823 shares; 2024Q4: 23,268 shares; 2025Q1: 17,785 shares; 2025Q2: 10,765 shares; 2025Q3: 12,434 shares; 2025Q4: 11,698 shares; 2026Q1: 10,697 shares 10,697 $2.21M 0.46% -1,001 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 6,961 shares; 2025Q1: 6,900 shares; 2025Q2: 6,901 shares; 2025Q3: 6,742 shares; 2025Q4: 6,752 shares; 2026Q1: 6,903 shares 6,903 $2.21M 0.46% +151 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,826 shares; 2024Q4: 2,787 shares; 2025Q1: 2,658 shares; 2025Q2: 2,358 shares; 2025Q3: 2,874 shares; 2025Q4: 3,125 shares; 2026Q1: 4,470 shares 4,470 $2.2M 0.46% +1,345 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: 3,015 shares; 2024Q4: 6,208 shares; 2025Q1: 9,908 shares; 2025Q2: 10,756 shares; 2025Q3: 11,660 shares; 2025Q4: 13,496 shares; 2026Q1: 13,666 shares 13,666 $2.18M 0.45% +170 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,736 shares; 2025Q2: 11,245 shares; 2025Q3: 11,371 shares; 2025Q4: 12,420 shares; 2026Q1: 13,968 shares 13,968 $2.11M 0.44% +1,548 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to 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: 6,489 shares; 2026Q1: 9,027 shares 9,027 $2.06M 0.43% +2,538 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 36,500 shares; 2025Q3: 68,245 shares; 2025Q4: 65,800 shares; 2026Q1: 63,100 shares 63,100 $1.92M 0.4% -2,700 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,234 shares; 2026Q1: 17,462 shares 17,462 $1.9M 0.39% +228 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158,819 shares; 2025Q1: 187,464 shares; 2025Q2: 208,044 shares; 2025Q3: 217,925 shares; 2025Q4: 229,308 shares; 2026Q1: 221,799 shares 221,799 $1.84M 0.38% -7,509 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 17,072 shares; 2026Q1: 15,622 shares 15,622 $1.82M 0.38% -1,450 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 23,249 shares; 2025Q3: 23,199 shares; 2025Q4: 20,268 shares; 2026Q1: 24,302 shares 24,302 $1.79M 0.37% +4,034 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 2,816 shares; 2025Q4: 6,067 shares; 2026Q1: 9,297 shares 9,297 $1.7M 0.35% +3,230 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: 4,424 shares; 2024Q4: 4,424 shares; 2025Q1: 4,524 shares; 2025Q2: 9,455 shares; 2025Q3: 10,231 shares; 2025Q4: 10,283 shares; 2026Q1: 10,336 shares 10,336 $1.7M 0.35% +53 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,035 shares; 2025Q1: 8,797 shares; 2025Q2: 12,000 shares; 2025Q3: 12,064 shares; 2025Q4: 12,464 shares; 2026Q1: 12,744 shares 12,744 $1.56M 0.33% +280 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 11,135 shares; 2025Q1: 11,135 shares; 2025Q2: 11,080 shares; 2025Q3: 11,085 shares; 2025Q4: 18,204 shares; 2026Q1: 17,500 shares 17,500 $1.49M 0.31% -704 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: 12,449 shares; 2024Q4: 6,226 shares; 2025Q1: 1,917 shares; 2025Q2: 12,070 shares; 2025Q3: 13,156 shares; 2025Q4: 16,408 shares; 2026Q1: 7,417 shares 7,417 $1.46M 0.3% -8,991 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: 4,030 shares; 2024Q4: 3,530 shares; 2025Q1: 3,835 shares; 2025Q2: 3,890 shares; 2025Q3: 3,608 shares; 2025Q4: 3,508 shares; 2026Q1: 3,361 shares 3,361 $1.46M 0.3% -147 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to 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: 1,600 shares; 2026Q1: 114,515 shares 114,515 $1.41M 0.29% +112,915 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 14,731 shares; 2025Q1: 16,447 shares; 2025Q2: 10,051 shares; 2025Q3: 12,877 shares; 2025Q4: 11,632 shares; 2026Q1: 12,187 shares 12,187 $1.4M 0.29% +555 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,455 shares; 2025Q2: 16,619 shares; 2025Q3: 102 shares; 2025Q4: 16,520 shares; 2026Q1: 21,972 shares 21,972 $1.4M 0.29% +5,452 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 2,149 shares; 2025Q1: 2,569 shares; 2025Q2: 2,657 shares; 2025Q3: 2,688 shares; 2025Q4: 4,588 shares; 2026Q1: 4,704 shares 4,704 $1.38M 0.29% +116 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,105 shares; 2025Q2: 4,563 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,540 shares 4,540 $1.37M 0.29% -40 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: 2,979 shares; 2024Q4: 2,979 shares; 2025Q1: 1,474 shares; 2025Q2: 1,464 shares; 2025Q3: 1,784 shares; 2025Q4: 1,843 shares; 2026Q1: 1,852 shares 1,852 $1.31M 0.27% +9 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 3,268 shares; 2025Q2: 31,075 shares; 2025Q3: 35,330 shares; 2025Q4: 31,330 shares; 2026Q1: 38,240 shares 38,240 $1.28M 0.27% +6,910 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 200 shares; 2025Q1: 354 shares; 2025Q2: 559 shares; 2025Q3: 20,929 shares; 2025Q4: 26,429 shares; 2026Q1: 26,133 shares 26,133 $1.27M 0.26% -296 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,350 shares; 2024Q4: 46,500 shares; 2025Q1: 46,500 shares; 2025Q2: 52,500 shares; 2025Q3: 60,000 shares; 2025Q4: 62,000 shares; 2026Q1: 56,500 shares 56,500 $1.26M 0.26% -5,500 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,080 shares; 2024Q4: 13,005 shares; 2025Q1: 9,923 shares; 2025Q2: 9,988 shares; 2025Q3: 10,227 shares; 2025Q4: 7,270 shares; 2026Q1: 7,327 shares 7,327 $1.26M 0.26% +57 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,730 shares; 2024Q4: 21,733 shares; 2025Q1: 21,260 shares; 2025Q2: 10,867 shares; 2025Q3: 7,672 shares; 2025Q4: 7,290 shares; 2026Q1: 6,253 shares 6,253 $1.24M 0.26% -1,037 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 22,000 shares; 2025Q3: 27,500 shares; 2025Q4: 29,080 shares; 2026Q1: 30,435 shares 30,435 $1.17M 0.24% +1,355 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 30,812 shares; 2025Q1: 25,939 shares; 2025Q2: 33,628 shares; 2025Q3: 27,794 shares; 2025Q4: 19,396 shares; 2026Q1: 10,544 shares 10,544 $1.16M 0.24% -8,852 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,357 shares; 2025Q4: 49,987 shares; 2026Q1: 78,193 shares 78,193 $1.13M 0.24% +28,206 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: 5,945 shares; 2024Q4: 3,395 shares; 2025Q1: 3,093 shares; 2025Q2: 2,641 shares; 2025Q3: 2,641 shares; 2025Q4: 2,925 shares; 2026Q1: 3,175 shares 3,175 $1.09M 0.23% +250 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 383 shares; 2025Q1: 811 shares; 2025Q2: 1,071 shares; 2025Q3: 1,452 shares; 2025Q4: 1,111 shares; 2026Q1: 1,116 shares 1,116 $1.07M 0.22% +5 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 6,299 shares; 2025Q1: 6,264 shares; 2025Q2: 6,105 shares; 2025Q3: 6,178 shares; 2025Q4: 3,597 shares; 2026Q1: 3,150 shares 3,150 $1.07M 0.22% -447 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 9,589 shares; 2025Q4: 10,073 shares; 2026Q1: 13,335 shares 13,335 $1.03M 0.21% +3,262 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 37,770 shares; 2026Q1: 39,036 shares 39,036 $1.01M 0.21% +1,266 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: not reported; 2026Q1: 7,235 shares 7,235 $984K 0.2% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,651 shares; 2025Q4: 10,414 shares; 2026Q1: 10,484 shares 10,484 $962K 0.2% +70 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: 21,366 shares; 2024Q4: 15,663 shares; 2025Q1: 15,725 shares; 2025Q2: 15,740 shares; 2025Q3: 15,740 shares; 2025Q4: 9,740 shares; 2026Q1: 9,738 shares 9,738 $939K 0.2% -2 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: 62 shares; 2025Q2: 62 shares; 2025Q3: 1,062 shares; 2025Q4: 2,746 shares; 2026Q1: 3,051 shares 3,051 $904K 0.19% +305 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: 17,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,590 shares; 2025Q2: 13,990 shares; 2025Q3: 13,990 shares; 2025Q4: 14,470 shares; 2026Q1: 11,820 shares 11,820 $899K 0.19% -2,650 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 3,500 shares; 2025Q4: 3,800 shares; 2026Q1: 4,306 shares 4,306 $874K 0.18% +506 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: 26,700 shares; 2024Q4: 26,700 shares; 2025Q1: 26,700 shares; 2025Q2: 25,650 shares; 2025Q3: 21,650 shares; 2025Q4: 21,650 shares; 2026Q1: 21,250 shares 21,250 $872K 0.18% -400 Timeline USD 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: 2,000 shares; 2024Q4: 9,457 shares; 2025Q1: 9,259 shares; 2025Q2: 9,577 shares; 2025Q3: 8,875 shares; 2025Q4: 17,687 shares; 2026Q1: 17,747 shares 17,747 $851K 0.18% +60 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 11,200 shares; 2025Q4: 23,528 shares; 2026Q1: 41,374 shares 41,374 $818K 0.17% +17,846 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,801 shares; 2025Q1: 6,645 shares; 2025Q2: 1,078 shares; 2025Q3: 1,389 shares; 2025Q4: 1,488 shares; 2026Q1: 1,494 shares 1,494 $804K 0.17% +6 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 46,519 shares; 2025Q4: 33,195 shares; 2026Q1: 33,760 shares 33,760 $801K 0.17% +565 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 1,365 shares; 2026Q1: 1,452 shares 1,452 $797K 0.17% +87 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 5,850 shares 5,850 $781K 0.16% +1,350 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 11,609 shares 11,609 $779K 0.16% +11,584 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,229 shares; 2024Q4: 21,875 shares; 2025Q1: 21,692 shares; 2025Q2: 21,477 shares; 2025Q3: 4,222 shares; 2025Q4: 3,831 shares; 2026Q1: 4,594 shares 4,594 $777K 0.16% +763 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: 5,383 shares; 2024Q4: 5,253 shares; 2025Q1: 5,033 shares; 2025Q2: 4,703 shares; 2025Q3: 5,209 shares; 2025Q4: 5,559 shares; 2026Q1: 5,203 shares 5,203 $752K 0.16% -356 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,823 shares; 2024Q4: 9,632 shares; 2025Q1: 9,652 shares; 2025Q2: 2,325 shares; 2025Q3: 618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,568 shares 1,568 $751K 0.16% -50 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: 8,975 shares; 2024Q4: 8,900 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $743K 0.15% 0 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: 2,650 shares; 2024Q4: 100 shares; 2025Q1: 170 shares; 2025Q2: 243 shares; 2025Q3: 2,118 shares; 2025Q4: 2,773 shares; 2026Q1: 3,693 shares 3,693 $712K 0.15% +920 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,420 shares; 2024Q4: 10,525 shares; 2025Q1: 9,875 shares; 2025Q2: 11,145 shares; 2025Q3: 10,250 shares; 2025Q4: 3,910 shares; 2026Q1: 3,610 shares 3,610 $711K 0.15% -300 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 495 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 660 shares; 2026Q1: 958 shares 958 $700K 0.15% +298 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 1,855 shares; 2025Q1: 4,119 shares; 2025Q2: 795 shares; 2025Q3: 702 shares; 2025Q4: 794 shares; 2026Q1: 897 shares 897 $693K 0.14% +103 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 3,180 shares; 2026Q1: 5,476 shares 5,476 $692K 0.14% +2,296 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 7,300 shares; 2025Q1: 8,700 shares; 2025Q2: 44,009 shares; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 76,394 shares 76,394 $688K 0.14% +73,964 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,768 shares; 2025Q1: 2,889 shares; 2025Q2: 2,764 shares; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares; 2026Q1: 2,745 shares 2,745 $681K 0.14% -17 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 499 shares; 2026Q1: 5,659 shares 5,659 $653K 0.14% +5,160 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN 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: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,855 shares; 2026Q1: 2,000 shares 2,000 $638K 0.13% -855 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,612 shares; 2025Q4: 22,400 shares; 2026Q1: 44,030 shares 44,030 $627K 0.13% +21,630 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $618K 0.13% 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: 15,082 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 13,958 shares 13,958 $616K 0.13% +13,879 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,565 shares; 2024Q4: 22,805 shares; 2025Q1: 24,650 shares; 2025Q2: 3,195 shares; 2025Q3: 2,795 shares; 2025Q4: 4,970 shares; 2026Q1: 5,710 shares 5,710 $600K 0.12% +740 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 1,427 shares; 2025Q1: 999 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,107 shares 14,107 $588K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,325 shares; 2025Q4: 1,872 shares; 2026Q1: 2,829 shares 2,829 $570K 0.12% +957 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: 525 shares; 2024Q4: 677 shares; 2025Q1: 802 shares; 2025Q2: 842 shares; 2025Q3: 1,203 shares; 2025Q4: 1,262 shares; 2026Q1: 1,307 shares 1,307 $515K 0.11% +45 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: not reported; 2025Q4: 9,900 shares; 2026Q1: 3,629 shares 3,629 $506K 0.11% -6,271 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 3,558 shares; 2026Q1: 3,650 shares 3,650 $478K 0.1% +92 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 1,058 shares; 2025Q3: 1,093 shares; 2025Q4: 1,576 shares; 2026Q1: 1,589 shares 1,589 $456K 0.09% +13 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 60 shares; 2025Q3: 240 shares; 2025Q4: 4,055 shares; 2026Q1: 4,025 shares 4,025 $447K 0.09% -30 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES 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: 20 shares; 2026Q1: 1,448 shares 1,448 $430K 0.09% +1,428 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 2,000 shares 2,000 $429K 0.09% +100 Timeline PNI PIMCO NEW YORK MUN FD II More: the full row for PIMCO NEW YORK MUN FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,012 shares; 2024Q4: 40,779 shares; 2025Q1: 43,777 shares; 2025Q2: 65,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,825 shares 61,825 $424K 0.09% new 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: 3,058 shares; 2024Q4: 2,458 shares; 2025Q1: 630 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $381K 0.08% 0 Timeline ISPY 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: 27,865 shares; 2025Q1: 28,380 shares; 2025Q2: 29,725 shares; 2025Q3: 10,571 shares; 2025Q4: 9,080 shares; 2026Q1: 8,697 shares 8,697 $377K 0.08% -383 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 7,150 shares; 2026Q1: 10,115 shares 10,115 $352K 0.07% +2,965 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to 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: 4,560 shares 4,560 $349K 0.07% new Timeline MIDU 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: 1,903 shares; 2024Q4: 3,814 shares; 2025Q1: 6,052 shares; 2025Q2: 6,720 shares; 2025Q3: 6,554 shares; 2025Q4: 6,198 shares; 2026Q1: 6,516 shares 6,516 $338K 0.07% +318 Timeline AIR AAR CORP More: the full row for AAR 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: 305 shares; 2025Q4: 2,403 shares; 2026Q1: 3,064 shares 3,064 $335K 0.07% +661 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 852 shares; 2025Q4: 1,072 shares; 2026Q1: 2,911 shares 2,911 $330K 0.07% +1,839 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $321K 0.07% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,950 shares; 2024Q4: 36,350 shares; 2025Q1: 37,550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,100 shares 5,100 $311K 0.06% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 10,035 shares; 2025Q1: 8,435 shares; 2025Q2: 8,435 shares; 2025Q3: 8,435 shares; 2025Q4: 8,435 shares; 2026Q1: 8,435 shares 8,435 $307K 0.06% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 66,292 shares; 2025Q1: 18,720 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $303K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $298K 0.06% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 8,150 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $289K 0.06% 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: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $286K 0.06% 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: 2,266 shares; 2025Q3: 6,586 shares; 2025Q4: 1,555 shares; 2026Q1: 1,623 shares 1,623 $283K 0.06% +68 Timeline UNHG THEMES ETF TR More: the full row for THEMES 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: 653 shares; 2025Q4: 25,035 shares; 2026Q1: 27,710 shares 27,710 $282K 0.06% +2,675 Timeline SOXL 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: 30,542 shares; 2024Q4: 30,910 shares; 2025Q1: 38,028 shares; 2025Q2: 47,970 shares; 2025Q3: 46,798 shares; 2025Q4: 45,369 shares; 2026Q1: 5,795 shares 5,795 $278K 0.06% -39,574 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,770 shares; 2025Q1: 4,769 shares; 2025Q2: 5,667 shares; 2025Q3: 5,652 shares; 2025Q4: 5,677 shares; 2026Q1: 5,677 shares 5,677 $252K 0.05% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $240K 0.05% 0 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 11,813 shares; 2025Q1: 11,700 shares; 2025Q2: 23,333 shares; 2025Q3: 23,333 shares; 2025Q4: 25,868 shares; 2026Q1: 25,937 shares 25,937 $238K 0.05% +69 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 2,497 shares; 2025Q4: 2,263 shares; 2026Q1: 2,523 shares 2,523 $237K 0.05% +260 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 1,914 shares; 2025Q1: 1,786 shares; 2025Q2: 1,721 shares; 2025Q3: 1,634 shares; 2025Q4: 1,628 shares; 2026Q1: 1,472 shares 1,472 $213K 0.04% -156 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: 1,000 shares 1,000 $197K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $196K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 278 shares; 2025Q1: 326 shares; 2025Q2: 416 shares; 2025Q3: 421 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $188K 0.04% 0 Timeline URTY 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: 2,983 shares; 2024Q4: 3,205 shares; 2025Q1: 3,228 shares; 2025Q2: 3,344 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares; 2026Q1: 3,387 shares 3,387 $175K 0.04% +49 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $170K 0.04% 0 Timeline SSO 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: 1,609 shares; 2024Q4: 1,609 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 3,230 shares; 2026Q1: 3,200 shares 3,200 $166K 0.03% -30 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 700 shares 700 $165K 0.03% +400 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK 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: 10,500 shares 10,500 $157K 0.03% new Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 13,301 shares; 2025Q1: not reported; 2025Q2: 17,047 shares; 2025Q3: 9,600 shares; 2025Q4: 17,235 shares; 2026Q1: 17,544 shares 17,544 $151K 0.03% +309 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 1,050 shares; 2026Q1: 1,025 shares 1,025 $150K 0.03% -25 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,664 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,440 shares; 2026Q1: 2,250 shares 2,250 $148K 0.03% -190 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: 40 shares; 2024Q4: 286 shares; 2025Q1: 270 shares; 2025Q2: 268 shares; 2025Q3: 240 shares; 2025Q4: 230 shares; 2026Q1: 223 shares 223 $146K 0.03% -7 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 100 shares; 2026Q1: 1,839 shares 1,839 $145K 0.03% +1,739 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $133K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,400 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,652 shares; 2026Q1: 2,450 shares 2,450 $132K 0.03% -202 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 856 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 858 shares; 2025Q4: 1,558 shares; 2026Q1: 852 shares 852 $132K 0.03% -706 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,425 shares 3,425 $123K 0.03% new 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: 16,860 shares; 2024Q4: 13,566 shares; 2025Q1: 8,612 shares; 2025Q2: 12,252 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 2,075 shares 2,075 $122K 0.03% +2,000 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,470 shares 1,470 $122K 0.03% 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: 8,680 shares; 2024Q4: 8,355 shares; 2025Q1: 8,355 shares; 2025Q2: 8,060 shares; 2025Q3: 8,061 shares; 2025Q4: 2,061 shares; 2026Q1: 2,176 shares 2,176 $115K 0.02% +115 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: 2,875 shares; 2026Q1: 2,700 shares 2,700 $115K 0.02% -175 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,560 shares 1,560 $110K 0.02% +60 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $109K 0.02% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 325 shares 325 $107K 0.02% +200 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: 2,500 shares; 2024Q4: 2,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 435 shares 435 $104K 0.02% +185 Timeline IXN 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $100K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,265 shares; 2025Q1: 3,469 shares; 2025Q2: 3,488 shares; 2025Q3: 1,997 shares; 2025Q4: 4,980 shares; 2026Q1: 956 shares 956 $100K 0.02% -4,024 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 1,160 shares; 2026Q1: 905 shares 905 $98.6K 0.02% -255 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 555 shares 555 $96.3K 0.02% +150 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: 16,749 shares; 2024Q4: 2,110 shares; 2025Q1: 7,069 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 465 shares 465 $95.4K 0.02% +430 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,015 shares; 2025Q4: 10,511 shares; 2026Q1: 1,375 shares 1,375 $95.3K 0.02% -9,136 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: 1,000 shares; 2026Q1: 1,050 shares 1,050 $95.1K 0.02% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $91.8K 0.02% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 575 shares 575 $91.2K 0.02% +75 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 195 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 756 shares; 2026Q1: 731 shares 731 $90.8K 0.02% -25 Timeline CACI CACI INTL INC More: the full row for CACI INTL 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: 110 shares; 2026Q1: 165 shares 165 $89.7K 0.02% +55 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 870 shares; 2025Q1: 911 shares; 2025Q2: 921 shares; 2025Q3: 921 shares; 2025Q4: 920 shares; 2026Q1: 918 shares 918 $89.3K 0.02% -2 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $86.5K 0.02% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $85.9K 0.02% 0 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,800 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,430 shares 1,430 $85.2K 0.02% +430 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,300 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 539 shares; 2025Q4: 500 shares; 2026Q1: 513 shares 513 $84.8K 0.02% +13 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares 1,682 $84K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 280 shares 280 $83.4K 0.02% -10 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,351 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,258 shares; 2025Q4: 2,258 shares; 2026Q1: 2,258 shares 2,258 $83K 0.02% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: 812 shares 812 $80.7K 0.02% +126 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: 336 shares; 2024Q4: 892 shares; 2025Q1: 741 shares; 2025Q2: 735 shares; 2025Q3: 738 shares; 2025Q4: 735 shares; 2026Q1: 698 shares 698 $77.3K 0.02% -37 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,100 shares 1,100 $76.7K 0.02% +100 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: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 127 shares; 2025Q3: 126 shares; 2025Q4: 1,252 shares; 2026Q1: 1,206 shares 1,206 $73.9K 0.02% -46 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 50 shares; 2025Q4: 50 shares; 2026Q1: 4,638 shares 4,638 $73.8K 0.02% +4,588 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $70.4K 0.01% 0 Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,010 shares; 2026Q1: 10,010 shares 10,010 $68.3K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 190 shares 190 $67.7K 0.01% -10 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,755 shares; 2026Q1: 335 shares 335 $67K 0.01% -1,420 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $66.6K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 462 shares; 2025Q4: 527 shares; 2026Q1: 553 shares 553 $65.6K 0.01% +26 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 3,000 shares 3,000 $64.4K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 450 shares; 2025Q1: 448 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 60 shares; 2026Q1: 255 shares 255 $62.3K 0.01% +195 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 100 shares; 2026Q1: 1,290 shares 1,290 $62.3K 0.01% +1,190 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,337 shares 2,337 $61K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,816 shares; 2025Q2: 7,616 shares; 2025Q3: 6,841 shares; 2025Q4: 316 shares; 2026Q1: 295 shares 295 $59.9K 0.01% -21 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,700 shares; 2025Q1: 3,382 shares; 2025Q2: 3,521 shares; 2025Q3: 3,490 shares; 2025Q4: 144 shares; 2026Q1: 197 shares 197 $59.9K 0.01% +53 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: 8,494 shares; 2024Q4: 6,761 shares; 2025Q1: 657 shares; 2025Q2: 545 shares; 2025Q3: 328 shares; 2025Q4: 318 shares; 2026Q1: 245 shares 245 $59.6K 0.01% -73 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 1,945 shares; 2025Q4: 400 shares; 2026Q1: 325 shares 325 $59.2K 0.01% -75 Timeline DVY 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: 682 shares; 2024Q4: 468 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 389 shares 389 $58.9K 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 82,070 shares; 2025Q3: 9,650 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $57.9K 0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 420 shares; 2026Q1: 422 shares 422 $57.6K 0.01% +2 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 17 shares; 2025Q3: 45 shares; 2025Q4: 61 shares; 2026Q1: 63 shares 63 $56.4K 0.01% +2 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: 8,614 shares; 2024Q4: 120 shares; 2025Q1: 244 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 696 shares; 2026Q1: 690 shares 690 $55K 0.01% -6 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 700 shares 700 $54.9K 0.01% -800 Timeline BIV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 700 shares 700 $54K 0.01% -300 Timeline AMZU 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: 1,965 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,971 shares; 2025Q3: 1,941 shares; 2025Q4: 1,901 shares; 2026Q1: 2,011 shares 2,011 $54K 0.01% +110 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 782 shares; 2025Q1: 1,127 shares; 2025Q2: 892 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 220 shares 220 $53.8K 0.01% +200 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: 184 shares; 2024Q4: 179 shares; 2025Q1: 177 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 162 shares 162 $53.2K 0.01% -5 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 850 shares; 2025Q2: 450 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $52.4K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 12 shares; 2025Q4: 14 shares; 2026Q1: 45 shares 45 $52.2K 0.01% +31 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: 4,300 shares; 2024Q4: 3,814 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 175 shares; 2026Q1: 125 shares 125 $52.1K 0.01% -50 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,010 shares; 2024Q4: 27,510 shares; 2025Q1: 2,050 shares; 2025Q2: 1,050 shares; 2025Q3: 2,155 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $51.1K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 30 shares; 2025Q4: 2,032 shares; 2026Q1: 1,032 shares 1,032 $51K 0.01% -1,000 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 660 shares; 2025Q4: 100 shares; 2026Q1: 3,945 shares 3,945 $50.8K 0.01% +3,845 Timeline FAS 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: 15 shares; 2024Q4: 89 shares; 2025Q1: 208 shares; 2025Q2: 248 shares; 2025Q3: 327 shares; 2025Q4: 388 shares; 2026Q1: 427 shares 427 $50.6K 0.01% +39 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,350 shares; 2025Q1: 3,050 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 200 shares; 2026Q1: 160 shares 160 $49.7K 0.01% -40 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to 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: 4,204 shares 4,204 $48.6K 0.01% new Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 3,230 shares; 2025Q4: 2,110 shares; 2026Q1: 2,550 shares 2,550 $47K 0.01% +440 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $46.6K 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: not reported; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $46.2K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $44.3K 0.01% 0 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 11,285 shares; 2025Q1: 11,989 shares; 2025Q2: 11,923 shares; 2025Q3: 18,340 shares; 2025Q4: 14,275 shares; 2026Q1: 600 shares 600 $42.9K 0.01% -13,675 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: 100 shares; 2024Q4: 1,255 shares; 2025Q1: 50 shares; 2025Q2: 105 shares; 2025Q3: 4,239 shares; 2025Q4: 275 shares; 2026Q1: 120 shares 120 $42.9K 0.01% -155 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: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 391 shares 391 $42.8K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 200 shares 200 $42.2K 0.01% -14 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 5,525 shares; 2025Q2: 125 shares; 2025Q3: 135 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $41.7K 0.01% 0 Timeline SMLF 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: 569 shares; 2025Q1: 569 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $41.5K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,897 shares; 2024Q4: 26,332 shares; 2025Q1: 1,500 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $41.2K 0.01% 0 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 551 shares; 2025Q2: 2,467 shares; 2025Q3: 2,873 shares; 2025Q4: 3,243 shares; 2026Q1: 3,300 shares 3,300 $37.4K 0.01% +57 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,786 shares; 2024Q4: 49,136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares; 2026Q1: 2,550 shares 2,550 $36.6K 0.01% +725 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $35.6K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 400 shares 400 $35K 0.01% new 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $34.9K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $32.7K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 55 shares; 2026Q1: 146 shares 146 $30.4K 0.01% +91 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,135 shares; 2025Q2: 11,890 shares; 2025Q3: 11,245 shares; 2025Q4: 1,865 shares; 2026Q1: 1,525 shares 1,525 $28.5K 0.01% -340 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,084 shares; 2024Q4: 7,337 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $27.3K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,035 shares; 2024Q4: 16,457 shares; 2025Q1: 16,755 shares; 2025Q2: 16,461 shares; 2025Q3: 5,770 shares; 2025Q4: not reported; 2026Q1: 250 shares 250 $27.3K 0.01% new Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,882 shares; 2025Q1: 1,665 shares; 2025Q2: 1,510 shares; 2025Q3: 1,746 shares; 2025Q4: 1,783 shares; 2026Q1: 1,823 shares 1,823 $26.6K 0.01% +40 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST 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: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $26.6K 0.01% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-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: 1,000 shares 1,000 $25.9K 0.01% new Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 100 shares; 2026Q1: 1,150 shares 1,150 $25.7K 0.01% +1,050 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $25.1K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $22.6K <0.01% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL 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: 50 shares; 2026Q1: 150 shares 150 $19.2K <0.01% +100 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 2,034 shares; 2025Q1: 15,761 shares; 2025Q2: 14,566 shares; 2025Q3: 509 shares; 2025Q4: 174 shares; 2026Q1: 124 shares 124 $18.8K <0.01% -50 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: 120 shares; 2024Q4: 75 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $18.7K <0.01% 0 Timeline VRME VERIFYME INC More: the full row for VERIFYME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 2,000 shares; 2025Q1: 22,420 shares; 2025Q2: 22,420 shares; 2025Q3: 23,020 shares; 2025Q4: 22,820 shares; 2026Q1: 22,420 shares 22,420 $18.2K <0.01% -400 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $18.1K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,077 shares; 2025Q1: 68 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $17.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: 14,111 shares; 2025Q4: 170 shares; 2026Q1: 285 shares 285 $17.6K <0.01% +115 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $16.9K <0.01% new 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: 15,200 shares; 2024Q4: 2,950 shares; 2025Q1: 3,697 shares; 2025Q2: 3,255 shares; 2025Q3: 3,552 shares; 2025Q4: 140 shares; 2026Q1: 115 shares 115 $16.9K <0.01% -25 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,704 shares; 2024Q4: 554 shares; 2025Q1: 299 shares; 2025Q2: 200 shares; 2025Q3: 260 shares; 2025Q4: 261 shares; 2026Q1: 265 shares 265 $16.4K <0.01% +4 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $15.6K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 51 shares 51 $14.9K <0.01% -2 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,735 shares; 2024Q4: 2,955 shares; 2025Q1: 570 shares; 2025Q2: 120 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $14.7K <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 3,722 shares; 2025Q1: 48 shares; 2025Q2: 120 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 59 shares 59 $14.5K <0.01% +9 Timeline GGLL 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: 187 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 182 shares; 2026Q1: 178 shares 178 $13.9K <0.01% -4 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 150 shares 150 $13.9K <0.01% -35 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 57 shares 57 $13.8K <0.01% -2 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 475 shares; 2026Q1: 467 shares 467 $13.6K <0.01% -8 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $13.3K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,691 shares; 2025Q1: 10,116 shares; 2025Q2: 10,301 shares; 2025Q3: 10,638 shares; 2025Q4: 10,713 shares; 2026Q1: 91 shares 91 $13.2K <0.01% -10,622 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: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 125 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $13.1K <0.01% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $13.1K <0.01% 0 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,411 shares; 2025Q2: 27,385 shares; 2025Q3: 27,445 shares; 2025Q4: 25,219 shares; 2026Q1: 200 shares 200 $12.8K <0.01% -25,019 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 118 shares; 2026Q1: 128 shares 128 $12.5K <0.01% +10 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $12.5K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 100 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $12.5K <0.01% 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: 275 shares; 2024Q4: 347 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 373 shares; 2026Q1: 149 shares 149 $11.9K <0.01% -224 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 250 shares 250 $11.8K <0.01% -3 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 163 shares; 2026Q1: 58 shares 58 $11.5K <0.01% -105 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 117 shares 117 $11.4K <0.01% +1 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 179 shares; 2026Q1: 152 shares 152 $11.1K <0.01% -27 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $10.5K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $10.2K <0.01% 0 Timeline SPXL 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 55 shares 55 $10.2K <0.01% -5 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $10.1K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $9.8K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 50 shares; 2025Q1: 9,110 shares; 2025Q2: 14,470 shares; 2025Q3: 15,756 shares; 2025Q4: 1,811 shares; 2026Q1: 136 shares 136 $9.78K <0.01% -1,675 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 74 shares 74 $9.7K <0.01% -310 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 10 shares; 2025Q3: 10 shares; 2025Q4: 75 shares; 2026Q1: 85 shares 85 $9.42K <0.01% +10 Timeline TQQQ 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: 178 shares; 2024Q4: 20 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: 49 shares; 2025Q4: 98 shares; 2026Q1: 222 shares 222 $9.25K <0.01% +124 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $8.46K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8.37K <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: 6 shares 6 $8.27K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $8.24K <0.01% 0 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: 62 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 23 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $7.92K <0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 80 shares; 2026Q1: 50 shares 50 $7.15K <0.01% -30 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 2,112 shares; 2026Q1: 55 shares 55 $7.15K <0.01% -2,057 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: 4 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 8 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $6.92K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 45 shares 45 $6.87K <0.01% -4 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $6.87K <0.01% 0 Timeline RDVY 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: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.83K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $6.82K <0.01% 0 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,250 shares; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 1,660 shares; 2025Q4: 4,400 shares; 2026Q1: 1,410 shares 1,410 $6.77K <0.01% -2,990 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS 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: 625 shares; 2026Q1: 820 shares 820 $6.69K <0.01% +195 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $6.59K <0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 12 shares 12 $6.52K <0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $6.23K <0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 3,855 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 175 shares 175 $6.21K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 2,475 shares; 2025Q1: 2,375 shares; 2025Q2: 2,325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $6.13K <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: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $6.02K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $5.93K <0.01% 0 Timeline VFH 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $5.92K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS 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: not reported; 2025Q3: 25 shares; 2025Q4: 92 shares; 2026Q1: 30 shares 30 $5.54K <0.01% -62 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 20 shares 20 $5.32K <0.01% -10 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 3,144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $5.13K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 50 shares; 2025Q4: 150 shares; 2026Q1: 90 shares 90 $4.97K <0.01% -60 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $4.81K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $4.74K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 53 shares 53 $4.73K <0.01% +1 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 107 shares 107 $4.71K <0.01% +1 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $4.7K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $4.66K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 2,252 shares; 2025Q1: 1,297 shares; 2025Q2: 1,099 shares; 2025Q3: 1,005 shares; 2025Q4: 1,025 shares; 2026Q1: 377 shares 377 $4.55K <0.01% -648 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $4.49K <0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,152 shares; 2024Q4: 6,825 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 16 shares 16 $4.39K <0.01% +1 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE 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: 500 shares 500 $4.25K <0.01% new Timeline BGC BGC GROUP INC More: the full row for BGC 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: 422 shares 422 $4.13K <0.01% new 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 76 shares 76 $3.87K <0.01% +20 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $3.52K <0.01% 0 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: 425 shares; 2025Q3: 14,535 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $3.29K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,420 shares; 2025Q2: 1,430 shares; 2025Q3: 41 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $3.29K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $3.26K <0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $3.17K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $3.15K <0.01% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $3.11K <0.01% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 2,180 shares; 2025Q4: not reported; 2026Q1: 350 shares 350 $2.98K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,697 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 25 shares 25 $2.95K <0.01% -300 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 20 shares 20 $2.92K <0.01% -1 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $2.87K <0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $2.84K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 469 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 15 shares 15 $2.8K <0.01% +5 Timeline IEO 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: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $2.75K <0.01% 0 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 20 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $2.72K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $2.69K <0.01% new Timeline FLNC FLUENCE ENERGY INC More: the full row for FLUENCE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,713 shares; 2024Q4: 8,132 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $2.48K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 4 shares 4 $2.35K <0.01% -1 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12 $2.24K <0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 32 shares 32 $2.06K <0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 65 shares; 2025Q1: 44 shares; 2025Q2: 119 shares; 2025Q3: 114 shares; 2025Q4: 39 shares; 2026Q1: 19 shares 19 $1.95K <0.01% -20 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: 29,851 shares; 2024Q4: 26,115 shares; 2025Q1: 13,775 shares; 2025Q2: 15,476 shares; 2025Q3: 17,293 shares; 2025Q4: 15,093 shares; 2026Q1: 21 shares 21 $1.82K <0.01% -15,072 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 25 shares 25 $1.81K <0.01% +10 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $1.62K <0.01% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.62K <0.01% 0 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.59K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $1.57K <0.01% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 476 shares; 2025Q1: 2,937 shares; 2025Q2: 575 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.47K <0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.46K <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: 25 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $1.44K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $1.4K <0.01% 0 Timeline NAVN NAVAN INC More: the full row for NAVAN 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: 102 shares 102 $1.35K <0.01% new 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: 2,615 shares; 2024Q4: 4,315 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.28K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.07K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $994 <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,323 shares; 2024Q4: 11,062 shares; 2025Q1: 11,028 shares; 2025Q2: 7,547 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 16 shares 16 $907 <0.01% -1 Timeline SPYD 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: 18 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $877 <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 9 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $786 <0.01% 0 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $777 <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 9 shares 9 $608 <0.01% -1 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $606 <0.01% 0 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,543 shares; 2024Q4: 7,169 shares; 2025Q1: 1,570 shares; 2025Q2: 1,575 shares; 2025Q3: 675 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $599 <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,521 shares; 2024Q4: 18 shares; 2025Q1: 218 shares; 2025Q2: 508 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 18 shares 18 $505 <0.01% -530 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $461 <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares 6 $391 <0.01% new Timeline IBB 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: 2 shares; 2026Q1: 2 shares 2 $338 <0.01% 0 Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 6,760 shares; 2025Q1: 4,258 shares; 2025Q2: 4,208 shares; 2025Q3: 3,758 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $336 <0.01% 0 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 847 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 1 shares 1 $242 <0.01% -1 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $187 <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $167 <0.01% 0 Timeline PLBY PLAYBOY INC More: the full row for PLAYBOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $152 <0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $150 <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $134 <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $131 <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $114 <0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $97 <0.01% new Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $66 <0.01% 0 Timeline LPSN LIVEPERSON INC More: the full row for LIVEPERSON 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: 250 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $41 <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 1 shares 1 $27 <0.01% -1 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $10 <0.01% 0 Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $8 <0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $6 <0.01% 0 Amount filed as zero, left out of ratios. Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $6 <0.01% 0 Amount filed as zero, left out of ratios. Timeline