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: 200,953 shares; 2024Q4: 205,967 shares; 2025Q1: 204,405 shares; 2025Q2: 205,135 shares; 2025Q3: 204,751 shares; 2025Q4: 202,383 shares; 2026Q1: 202,058 shares 202,058 $51.3M 4.88% -325 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 242,261 shares; 2025Q1: 237,685 shares; 2025Q2: 173,956 shares; 2025Q3: 168,060 shares; 2025Q4: 162,136 shares; 2026Q1: 154,474 shares 154,474 $47.8M 4.55% -7,662 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 161,255 shares; 2025Q1: 159,256 shares; 2025Q2: 203,343 shares; 2025Q3: 200,534 shares; 2025Q4: 199,347 shares; 2026Q1: 192,448 shares 192,448 $33.6M 3.19% -6,899 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: 76,219 shares; 2024Q4: 78,561 shares; 2025Q1: 78,611 shares; 2025Q2: 82,131 shares; 2025Q3: 81,880 shares; 2025Q4: 81,707 shares; 2026Q1: 90,089 shares 90,089 $33.3M 3.17% +8,382 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: 123,206 shares; 2024Q4: 126,045 shares; 2025Q1: 124,973 shares; 2025Q2: 111,909 shares; 2025Q3: 111,895 shares; 2025Q4: 110,099 shares; 2026Q1: 111,611 shares 111,611 $32.8M 3.13% +1,512 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: 64,167 shares; 2024Q4: 69,806 shares; 2025Q1: 71,186 shares; 2025Q2: 129,044 shares; 2025Q3: 134,335 shares; 2025Q4: 129,750 shares; 2026Q1: 113,925 shares 113,925 $32.8M 3.12% -15,825 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145,355 shares; 2025Q2: 154,980 shares; 2025Q3: 156,690 shares; 2025Q4: 152,162 shares; 2026Q1: 123,557 shares 123,557 $26.4M 2.51% -28,605 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: 249,773 shares; 2024Q4: 258,369 shares; 2025Q1: 258,310 shares; 2025Q2: 216,674 shares; 2025Q3: 220,025 shares; 2025Q4: 218,372 shares; 2026Q1: 210,975 shares 210,975 $26.2M 2.5% -7,397 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: 27,778 shares; 2024Q4: 29,126 shares; 2025Q1: 28,896 shares; 2025Q2: 40,809 shares; 2025Q3: 41,886 shares; 2025Q4: 40,854 shares; 2026Q1: 44,309 shares 44,309 $25.4M 2.41% +3,455 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,712 shares; 2024Q4: 51,613 shares; 2025Q1: 51,933 shares; 2025Q2: 49,640 shares; 2025Q3: 49,589 shares; 2025Q4: 48,322 shares; 2026Q1: 50,571 shares 50,571 $21.9M 2.09% +2,249 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: 48,840 shares; 2024Q4: 55,954 shares; 2025Q1: 61,879 shares; 2025Q2: 93,730 shares; 2025Q3: 95,129 shares; 2025Q4: 96,456 shares; 2026Q1: 89,225 shares 89,225 $21.8M 2.08% -7,231 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,773 shares; 2024Q4: 65,382 shares; 2025Q1: 66,821 shares; 2025Q2: 67,123 shares; 2025Q3: 67,621 shares; 2025Q4: 67,261 shares; 2026Q1: 70,524 shares 70,524 $20.8M 1.98% +3,263 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: 130,991 shares; 2024Q4: 125,839 shares; 2025Q1: 134,426 shares; 2025Q2: 182,798 shares; 2025Q3: 184,470 shares; 2025Q4: 182,075 shares; 2026Q1: 170,964 shares 170,964 $20.6M 1.96% -11,111 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: 46,162 shares; 2024Q4: 49,081 shares; 2025Q1: 49,494 shares; 2025Q2: 57,583 shares; 2025Q3: 58,022 shares; 2025Q4: 57,232 shares; 2026Q1: 61,823 shares 61,823 $20.3M 1.94% +4,591 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,155 shares; 2024Q4: 243,781 shares; 2025Q1: 246,153 shares; 2025Q2: 268,522 shares; 2025Q3: 270,185 shares; 2025Q4: 263,619 shares; 2026Q1: 261,421 shares 261,421 $20.3M 1.93% -2,198 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,729 shares; 2024Q4: 57,919 shares; 2025Q1: 59,008 shares; 2025Q2: 59,330 shares; 2025Q3: 59,862 shares; 2025Q4: 58,586 shares; 2026Q1: 60,508 shares 60,508 $19.7M 1.88% +1,922 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,727 shares; 2024Q4: 77,626 shares; 2025Q1: 77,833 shares; 2025Q2: 51,747 shares; 2025Q3: 51,212 shares; 2025Q4: 50,488 shares; 2026Q1: 49,845 shares 49,845 $17.8M 1.7% -643 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: 85,064 shares; 2024Q4: 93,636 shares; 2025Q1: 93,984 shares; 2025Q2: 79,043 shares; 2025Q3: 79,105 shares; 2025Q4: 81,424 shares; 2026Q1: 83,682 shares 83,682 $17.4M 1.66% +2,258 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,079 shares; 2025Q1: 112,021 shares; 2025Q2: 158,726 shares; 2025Q3: 216,579 shares; 2025Q4: 282,328 shares; 2026Q1: 352,068 shares 352,068 $17.3M 1.65% +69,740 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: 91,052 shares; 2024Q4: 95,929 shares; 2025Q1: 99,074 shares; 2025Q2: 122,715 shares; 2025Q3: 123,265 shares; 2025Q4: 119,962 shares; 2026Q1: 133,450 shares 133,450 $17.2M 1.64% +13,488 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: 110 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 115,439 shares; 2025Q3: 123,548 shares; 2025Q4: 121,153 shares; 2026Q1: 121,636 shares 121,636 $16.7M 1.59% +483 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,404 shares; 2025Q1: 98,094 shares; 2025Q2: 137,491 shares; 2025Q3: 185,925 shares; 2025Q4: 239,159 shares; 2026Q1: 300,166 shares 300,166 $14.9M 1.41% +61,007 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: not reported; 2025Q4: 304,836 shares; 2026Q1: 315,683 shares 315,683 $14.8M 1.41% +10,847 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: 610 shares; 2024Q4: 670 shares; 2025Q1: 675 shares; 2025Q2: 12,799 shares; 2025Q3: 13,739 shares; 2025Q4: 12,389 shares; 2026Q1: 14,711 shares 14,711 $14.7M 1.4% +2,322 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,312 shares; 2025Q1: 94,266 shares; 2025Q2: 134,010 shares; 2025Q3: 183,979 shares; 2025Q4: 236,718 shares; 2026Q1: 297,279 shares 297,279 $14.7M 1.39% +60,561 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: 139,008 shares; 2024Q4: 155,428 shares; 2025Q1: 159,886 shares; 2025Q2: 120,052 shares; 2025Q3: 118,894 shares; 2025Q4: 115,912 shares; 2026Q1: 108,311 shares 108,311 $14.2M 1.35% -7,601 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: 13,306 shares; 2024Q4: 14,141 shares; 2025Q1: 14,345 shares; 2025Q2: 14,898 shares; 2025Q3: 15,267 shares; 2025Q4: 15,361 shares; 2026Q1: 15,197 shares 15,197 $14M 1.33% -164 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: 11,408 shares; 2024Q4: 16,131 shares; 2025Q1: 18,090 shares; 2025Q2: 20,895 shares; 2025Q3: 34,447 shares; 2025Q4: 35,839 shares; 2026Q1: 37,235 shares 37,235 $13.8M 1.32% +1,396 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: 23,320 shares; 2024Q4: 72,559 shares; 2025Q1: 73,129 shares; 2025Q2: 77,788 shares; 2025Q3: 78,584 shares; 2025Q4: 79,146 shares; 2026Q1: 75,680 shares 75,680 $12.8M 1.22% -3,466 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: 6,697 shares; 2024Q4: 33,474 shares; 2025Q1: 33,585 shares; 2025Q2: 29,495 shares; 2025Q3: 29,980 shares; 2025Q4: 29,805 shares; 2026Q1: 32,022 shares 32,022 $12.5M 1.19% +2,217 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,817 shares; 2025Q1: 74,534 shares; 2025Q2: 113,004 shares; 2025Q3: 155,105 shares; 2025Q4: 199,054 shares; 2026Q1: 248,562 shares 248,562 $12.3M 1.17% +49,508 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,665 shares; 2025Q1: 1,688 shares; 2025Q2: 40,072 shares; 2025Q3: 42,156 shares; 2025Q4: 40,893 shares; 2026Q1: 42,846 shares 42,846 $12M 1.14% +1,953 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,323 shares; 2025Q4: 196,156 shares; 2026Q1: 218,876 shares 218,876 $11.1M 1.06% +22,720 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: 48,823 shares; 2024Q4: 53,265 shares; 2025Q1: 55,220 shares; 2025Q2: 46,897 shares; 2025Q3: 45,823 shares; 2025Q4: 43,173 shares; 2026Q1: 44,625 shares 44,625 $10.8M 1.03% +1,452 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: 33,520 shares; 2024Q4: 34,524 shares; 2025Q1: 35,030 shares; 2025Q2: 25,253 shares; 2025Q3: 25,405 shares; 2025Q4: 25,612 shares; 2026Q1: 25,866 shares 25,866 $10.8M 1.03% +254 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 311,309 shares; 2025Q3: 338,484 shares; 2025Q4: 311,386 shares; 2026Q1: 389,833 shares 389,833 $10.7M 1.01% +78,447 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923,703 shares; 2024Q4: 915,572 shares; 2025Q1: 903,097 shares; 2025Q2: 901,775 shares; 2025Q3: 897,282 shares; 2025Q4: 896,997 shares; 2026Q1: 895,963 shares 895,963 $10.3M 0.98% -1,034 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,162 shares; 2024Q4: 57,317 shares; 2025Q1: 58,312 shares; 2025Q2: 46,975 shares; 2025Q3: 47,219 shares; 2025Q4: 47,209 shares; 2026Q1: 48,729 shares 48,729 $10.1M 0.96% +1,520 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,607 shares; 2024Q4: 32,392 shares; 2025Q1: 34,394 shares; 2025Q2: 31,801 shares; 2025Q3: 31,893 shares; 2025Q4: 31,566 shares; 2026Q1: 28,811 shares 28,811 $9.94M 0.95% -2,755 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,648 shares; 2024Q4: 67,487 shares; 2025Q1: 68,164 shares; 2025Q2: 71,093 shares; 2025Q3: 69,570 shares; 2025Q4: 68,666 shares; 2026Q1: 67,475 shares 67,475 $9.77M 0.93% -1,191 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: 32,664 shares; 2024Q4: 35,606 shares; 2025Q1: 35,988 shares; 2025Q2: 28,873 shares; 2025Q3: 29,232 shares; 2025Q4: 29,560 shares; 2026Q1: 31,485 shares 31,485 $9.52M 0.91% +1,925 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: 33,933 shares; 2024Q4: 36,411 shares; 2025Q1: 37,021 shares; 2025Q2: 39,884 shares; 2025Q3: 40,526 shares; 2025Q4: 40,302 shares; 2026Q1: 49,818 shares 49,818 $9.3M 0.89% +9,516 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: 30,036 shares; 2024Q4: 32,730 shares; 2025Q1: 34,369 shares; 2025Q2: 45,074 shares; 2025Q3: 45,922 shares; 2025Q4: 45,559 shares; 2026Q1: 45,107 shares 45,107 $8.88M 0.85% -452 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: 5,018 shares; 2024Q4: 9,365 shares; 2025Q1: 6,736 shares; 2025Q2: 10,357 shares; 2025Q3: 10,783 shares; 2025Q4: 18,233 shares; 2026Q1: 12,723 shares 12,723 $8.27M 0.79% -5,510 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: 40,248 shares; 2025Q1: 42,899 shares; 2025Q2: 30,850 shares; 2025Q3: 30,618 shares; 2025Q4: 29,993 shares; 2026Q1: 30,446 shares 30,446 $8.1M 0.77% +453 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: 18,217 shares; 2024Q4: 20,357 shares; 2025Q1: 20,347 shares; 2025Q2: 19,855 shares; 2025Q3: 40,430 shares; 2025Q4: 40,056 shares; 2026Q1: 54,361 shares 54,361 $8M 0.76% +14,305 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: 50,535 shares; 2024Q4: 55,025 shares; 2025Q1: 56,310 shares; 2025Q2: 41,953 shares; 2025Q3: 42,119 shares; 2025Q4: 41,536 shares; 2026Q1: 46,303 shares 46,303 $7.28M 0.69% +4,767 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: 31,828 shares; 2024Q4: 37,768 shares; 2025Q1: 39,375 shares; 2025Q2: 41,851 shares; 2025Q3: 42,529 shares; 2025Q4: 42,758 shares; 2026Q1: 42,798 shares 42,798 $6.83M 0.65% +40 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,421 shares; 2024Q4: 15,923 shares; 2025Q1: 16,129 shares; 2025Q2: 13,151 shares; 2025Q3: 13,323 shares; 2025Q4: 13,190 shares; 2026Q1: 15,573 shares 15,573 $6.62M 0.63% +2,383 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: 12,710 shares; 2024Q4: 14,281 shares; 2025Q1: 13,837 shares; 2025Q2: 23,569 shares; 2025Q3: 23,100 shares; 2025Q4: 23,311 shares; 2026Q1: 22,568 shares 22,568 $6.47M 0.62% -743 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: 34,838 shares; 2024Q4: 34,299 shares; 2025Q1: 33,920 shares; 2025Q2: 31,122 shares; 2025Q3: 29,636 shares; 2025Q4: 29,456 shares; 2026Q1: 29,539 shares 29,539 $5.7M 0.54% +83 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: 8,404 shares; 2024Q4: 8,974 shares; 2025Q1: 8,964 shares; 2025Q2: 5,389 shares; 2025Q3: 5,394 shares; 2025Q4: 7,935 shares; 2026Q1: 7,411 shares 7,411 $4.84M 0.46% -524 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: 6,622 shares; 2024Q4: 6,745 shares; 2025Q1: 6,619 shares; 2025Q2: 6,923 shares; 2025Q3: 6,893 shares; 2025Q4: 6,877 shares; 2026Q1: 6,591 shares 6,591 $4.67M 0.44% -286 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: 16,520 shares; 2024Q4: 16,412 shares; 2025Q1: 16,201 shares; 2025Q2: 15,500 shares; 2025Q3: 14,651 shares; 2025Q4: 15,192 shares; 2026Q1: 15,109 shares 15,109 $4.57M 0.44% -83 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 883 shares; 2025Q1: 957 shares; 2025Q2: 1,034 shares; 2025Q3: 1,195 shares; 2025Q4: 13,855 shares; 2026Q1: 13,743 shares 13,743 $4.41M 0.42% -112 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: 4,649 shares; 2024Q4: 4,837 shares; 2025Q1: 4,602 shares; 2025Q2: 4,551 shares; 2025Q3: 4,556 shares; 2025Q4: 46,123 shares; 2026Q1: 45,266 shares 45,266 $4.35M 0.41% -857 Timeline CVNA CARVANA CO More: the full row for CARVANA CO 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: 12,551 shares; 2025Q3: 13,044 shares; 2025Q4: 13,268 shares; 2026Q1: 13,251 shares 13,251 $4.17M 0.4% -17 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: 7,946 shares; 2024Q4: 10,624 shares; 2025Q1: 11,556 shares; 2025Q2: 27,147 shares; 2025Q3: 27,319 shares; 2025Q4: 27,680 shares; 2026Q1: 27,279 shares 27,279 $3.99M 0.38% -401 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: 316 shares; 2024Q4: 796 shares; 2025Q1: 739 shares; 2025Q2: 4,301 shares; 2025Q3: 4,337 shares; 2025Q4: 4,717 shares; 2026Q1: 4,683 shares 4,683 $3.96M 0.38% -34 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: 12,932 shares; 2024Q4: 12,462 shares; 2025Q1: 12,296 shares; 2025Q2: 14,687 shares; 2025Q3: 15,738 shares; 2025Q4: 15,558 shares; 2026Q1: 15,642 shares 15,642 $3.86M 0.37% +84 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667 shares; 2025Q2: 954 shares; 2025Q3: 15,093 shares; 2025Q4: 19,058 shares; 2026Q1: 54,361 shares 54,361 $3.85M 0.37% +35,303 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: 6,596 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 22,350 shares; 2025Q3: 26,508 shares; 2025Q4: 26,772 shares; 2026Q1: 26,940 shares 26,940 $3.75M 0.36% +168 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: 4,135 shares; 2024Q4: 3,718 shares; 2025Q1: 3,340 shares; 2025Q2: 14,780 shares; 2025Q3: 15,701 shares; 2025Q4: 15,858 shares; 2026Q1: 16,011 shares 16,011 $3.48M 0.33% +153 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: 36,359 shares; 2024Q4: 31,916 shares; 2025Q1: 28,587 shares; 2025Q2: 14,130 shares; 2025Q3: 14,073 shares; 2025Q4: 13,960 shares; 2026Q1: 13,939 shares 13,939 $3.4M 0.32% -21 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: 10 shares; 2024Q4: 33 shares; 2025Q1: 31 shares; 2025Q2: 8,334 shares; 2025Q3: 9,026 shares; 2025Q4: 8,263 shares; 2026Q1: 9,544 shares 9,544 $3.06M 0.29% +1,281 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: 13,312 shares; 2025Q3: 14,380 shares; 2025Q4: 14,225 shares; 2026Q1: 14,362 shares 14,362 $2.9M 0.28% +137 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: 21,063 shares; 2024Q4: 22,998 shares; 2025Q1: 22,766 shares; 2025Q2: 30,619 shares; 2025Q3: 30,315 shares; 2025Q4: 29,910 shares; 2026Q1: 30,393 shares 30,393 $2.72M 0.26% +483 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: 4,716 shares; 2024Q4: 4,858 shares; 2025Q1: 4,746 shares; 2025Q2: 5,723 shares; 2025Q3: 5,750 shares; 2025Q4: 5,737 shares; 2026Q1: 5,605 shares 5,605 $2.5M 0.24% -132 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,007 shares; 2025Q1: 6,921 shares; 2025Q2: 10,052 shares; 2025Q3: 10,030 shares; 2025Q4: 11,185 shares; 2026Q1: 10,769 shares 10,769 $2.49M 0.24% -416 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,134 shares; 2026Q1: 49,304 shares 49,304 $2.48M 0.24% -33,830 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: 317 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 10,711 shares; 2025Q3: 10,710 shares; 2025Q4: 10,632 shares; 2026Q1: 10,310 shares 10,310 $2.38M 0.23% -322 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,019 shares; 2025Q1: 6,524 shares; 2025Q2: 15,241 shares; 2025Q3: 15,225 shares; 2025Q4: 15,204 shares; 2026Q1: 15,169 shares 15,169 $2.28M 0.22% -35 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,390 shares; 2024Q4: 28,997 shares; 2025Q1: 28,523 shares; 2025Q2: 28,760 shares; 2025Q3: 29,638 shares; 2025Q4: 29,490 shares; 2026Q1: 29,997 shares 29,997 $2.26M 0.21% +507 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,972 shares; 2025Q4: 32,233 shares; 2026Q1: 44,019 shares 44,019 $2.21M 0.21% +11,786 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 13,905 shares; 2025Q3: 14,751 shares; 2025Q4: 14,716 shares; 2026Q1: 14,749 shares 14,749 $2.16M 0.21% +33 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 14,083 shares; 2025Q1: 13,780 shares; 2025Q2: 11,122 shares; 2025Q3: 11,133 shares; 2025Q4: 11,078 shares; 2026Q1: 10,767 shares 10,767 $1.94M 0.18% -311 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,367 shares; 2025Q1: 14,532 shares; 2025Q2: 1,658 shares; 2025Q3: 5,410 shares; 2025Q4: 5,478 shares; 2026Q1: 5,381 shares 5,381 $1.92M 0.18% -97 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: 470 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $1.89M 0.18% 0 Timeline SPYM 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: 45 shares; 2024Q4: 172 shares; 2025Q1: 6,141 shares; 2025Q2: 13,954 shares; 2025Q3: 18,447 shares; 2025Q4: 18,290 shares; 2026Q1: 24,484 shares 24,484 $1.87M 0.18% +6,194 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: 1,312 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 11,386 shares; 2025Q3: 11,326 shares; 2025Q4: 11,286 shares; 2026Q1: 11,525 shares 11,525 $1.85M 0.18% +239 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 970 shares; 2025Q1: 1,283 shares; 2025Q2: 10,167 shares; 2025Q3: 10,951 shares; 2025Q4: 8,521 shares; 2026Q1: 8,730 shares 8,730 $1.83M 0.17% +209 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15,723 shares; 2026Q1: 15,723 shares 15,723 $1.72M 0.16% 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: 19,007 shares; 2024Q4: 23,659 shares; 2025Q1: 24,475 shares; 2025Q2: 20,344 shares; 2025Q3: 20,848 shares; 2025Q4: 21,585 shares; 2026Q1: 22,089 shares 22,089 $1.59M 0.15% +504 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 8,939 shares; 2025Q3: 14,356 shares; 2025Q4: 17,782 shares; 2026Q1: 31,060 shares 31,060 $1.57M 0.15% +13,278 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: 7,529 shares; 2024Q4: 6,214 shares; 2025Q1: 5,582 shares; 2025Q2: 5,176 shares; 2025Q3: 5,903 shares; 2025Q4: 5,771 shares; 2026Q1: 7,583 shares 7,583 $1.57M 0.15% +1,812 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: 26,806 shares; 2024Q4: 27,027 shares; 2025Q1: 27,027 shares; 2025Q2: 26,733 shares; 2025Q3: 26,809 shares; 2025Q4: 25,568 shares; 2026Q1: 25,698 shares 25,698 $1.56M 0.15% +130 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 7,338 shares; 2025Q1: 7,265 shares; 2025Q2: 12,564 shares; 2025Q3: 12,596 shares; 2025Q4: 12,364 shares; 2026Q1: 12,312 shares 12,312 $1.55M 0.15% -52 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 12,104 shares; 2025Q1: 11,917 shares; 2025Q2: 7,942 shares; 2025Q3: 7,922 shares; 2025Q4: 7,888 shares; 2026Q1: 7,842 shares 7,842 $1.53M 0.15% -46 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: 712 shares; 2024Q4: 1,136 shares; 2025Q1: 1,121 shares; 2025Q2: 2,240 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares; 2026Q1: 2,636 shares 2,636 $1.52M 0.14% +377 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 2,964 shares; 2025Q3: 2,951 shares; 2025Q4: 3,139 shares; 2026Q1: 3,121 shares 3,121 $1.51M 0.14% -18 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $1.43M 0.14% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,030 shares; 2024Q4: 5,613 shares; 2025Q1: 5,111 shares; 2025Q2: 5,106 shares; 2025Q3: 5,198 shares; 2025Q4: 10,683 shares; 2026Q1: 10,695 shares 10,695 $1.42M 0.14% +12 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,316 shares; 2025Q1: 8,672 shares; 2025Q2: 11,496 shares; 2025Q3: 18,351 shares; 2025Q4: 21,802 shares; 2026Q1: 29,296 shares 29,296 $1.4M 0.13% +7,494 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,349 shares; 2025Q1: 8,883 shares; 2025Q2: 11,841 shares; 2025Q3: 18,975 shares; 2025Q4: 22,523 shares; 2026Q1: 30,283 shares 30,283 $1.39M 0.13% +7,760 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: 2,670 shares; 2024Q4: 7,917 shares; 2025Q1: 7,124 shares; 2025Q2: 8,421 shares; 2025Q3: 8,890 shares; 2025Q4: 9,911 shares; 2026Q1: 9,979 shares 9,979 $1.36M 0.13% +68 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: 5,674 shares; 2024Q4: 6,170 shares; 2025Q1: 5,862 shares; 2025Q2: 6,589 shares; 2025Q3: 6,507 shares; 2025Q4: 6,456 shares; 2026Q1: 6,419 shares 6,419 $1.27M 0.12% -37 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: 36,346 shares; 2024Q4: 42,248 shares; 2025Q1: 47,080 shares; 2025Q2: 11,443 shares; 2025Q3: 6,661 shares; 2025Q4: 6,020 shares; 2026Q1: 6,055 shares 6,055 $1.23M 0.12% +35 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,883 shares; 2025Q1: 3,774 shares; 2025Q2: 4,106 shares; 2025Q3: 4,213 shares; 2025Q4: 4,462 shares; 2026Q1: 4,452 shares 4,452 $1.19M 0.11% -10 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 20,026 shares; 2025Q3: 20,103 shares; 2025Q4: 17,262 shares; 2026Q1: 17,875 shares 17,875 $1.12M 0.11% +613 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,202 shares; 2026Q1: 3,202 shares 3,202 $1.07M 0.1% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 775 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 12,328 shares; 2026Q1: 12,328 shares 12,328 $1.07M 0.1% 0 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: 1,423 shares; 2024Q4: 1,922 shares; 2025Q1: 1,904 shares; 2025Q2: 1,880 shares; 2025Q3: 1,929 shares; 2025Q4: 2,010 shares; 2026Q1: 2,224 shares 2,224 $1.07M 0.1% +214 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 5,174 shares; 2025Q3: 5,174 shares; 2025Q4: 5,174 shares; 2026Q1: 5,174 shares 5,174 $1.05M 0.1% 0 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: 2,140 shares; 2024Q4: 2,440 shares; 2025Q1: 2,406 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,482 shares; 2026Q1: 2,415 shares 2,415 $1.04M 0.1% -67 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,189 shares; 2024Q4: 220,189 shares; 2025Q1: 220,189 shares; 2025Q2: 220,189 shares; 2025Q3: 220,189 shares; 2025Q4: 220,189 shares; 2026Q1: 220,189 shares 220,189 $1.02M 0.1% 0 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: 3,841 shares; 2024Q4: 3,349 shares; 2025Q1: 3,313 shares; 2025Q2: 3,293 shares; 2025Q3: 3,244 shares; 2025Q4: 3,232 shares; 2026Q1: 3,249 shares 3,249 $1.01M 0.1% +17 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: 743 shares; 2024Q4: 1,357 shares; 2025Q1: 1,260 shares; 2025Q2: 1,264 shares; 2025Q3: 1,291 shares; 2025Q4: 1,758 shares; 2026Q1: 1,618 shares 1,618 $967K 0.09% -140 Timeline BILS 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: 4,548 shares; 2024Q4: 5,196 shares; 2025Q1: 5,914 shares; 2025Q2: 7,064 shares; 2025Q3: 7,544 shares; 2025Q4: 8,772 shares; 2026Q1: 9,565 shares 9,565 $951K 0.09% +793 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: 14,155 shares; 2024Q4: 15,482 shares; 2025Q1: 14,987 shares; 2025Q2: 10,681 shares; 2025Q3: 10,992 shares; 2025Q4: 14,360 shares; 2026Q1: 13,531 shares 13,531 $914K 0.09% -829 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,287 shares; 2025Q1: 7,792 shares; 2025Q2: 11,274 shares; 2025Q3: 11,865 shares; 2025Q4: 12,277 shares; 2026Q1: 11,703 shares 11,703 $863K 0.08% -574 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 2,545 shares; 2025Q1: 3,366 shares; 2025Q2: 4,078 shares; 2025Q3: 4,145 shares; 2025Q4: 5,144 shares; 2026Q1: 11,210 shares 11,210 $839K 0.08% +6,066 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: 8,143 shares; 2024Q4: 9,437 shares; 2025Q1: 8,679 shares; 2025Q2: 8,300 shares; 2025Q3: 6,700 shares; 2025Q4: 5,987 shares; 2026Q1: 5,603 shares 5,603 $809K 0.08% -384 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,750 shares; 2025Q1: 6,800 shares; 2025Q2: 8,193 shares; 2025Q3: 8,698 shares; 2025Q4: 8,740 shares; 2026Q1: 8,933 shares 8,933 $786K 0.07% +193 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 1,926 shares; 2025Q3: 6,023 shares; 2025Q4: 6,937 shares; 2026Q1: 6,977 shares 6,977 $755K 0.07% +40 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 2,272 shares; 2025Q1: 3,003 shares; 2025Q2: 3,714 shares; 2025Q3: 3,362 shares; 2025Q4: 4,193 shares; 2026Q1: 7,550 shares 7,550 $754K 0.07% +3,357 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: 2,836 shares; 2024Q4: 2,913 shares; 2025Q1: 2,917 shares; 2025Q2: 3,088 shares; 2025Q3: 3,092 shares; 2025Q4: 3,105 shares; 2026Q1: 3,109 shares 3,109 $754K 0.07% +4 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: 614 shares; 2024Q4: 2,249 shares; 2025Q1: 3,749 shares; 2025Q2: 3,787 shares; 2025Q3: 3,837 shares; 2025Q4: 2,966 shares; 2026Q1: 2,962 shares 2,962 $742K 0.07% -4 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: 12,011 shares; 2024Q4: 10,701 shares; 2025Q1: 10,197 shares; 2025Q2: 10,644 shares; 2025Q3: 9,891 shares; 2025Q4: 9,520 shares; 2026Q1: 9,347 shares 9,347 $711K 0.07% -173 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 7,814 shares; 2025Q1: 9,281 shares; 2025Q2: 10,922 shares; 2025Q3: 10,863 shares; 2025Q4: 12,452 shares; 2026Q1: 4,932 shares 4,932 $703K 0.07% -7,520 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: 925 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 5,187 shares; 2026Q1: 5,187 shares 5,187 $698K 0.07% 0 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: 25 shares; 2024Q4: 737 shares; 2025Q1: 783 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904 $659K 0.06% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 2,225 shares; 2025Q1: 2,896 shares; 2025Q2: 3,500 shares; 2025Q3: 3,429 shares; 2025Q4: 4,211 shares; 2026Q1: 8,001 shares 8,001 $645K 0.06% +3,790 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: 1,820 shares; 2024Q4: 1,859 shares; 2025Q1: 1,859 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,847 shares; 2026Q1: 1,852 shares 1,852 $633K 0.06% +5 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: 1,175 shares; 2024Q4: 7,437 shares; 2025Q1: 6,612 shares; 2025Q2: 8,034 shares; 2025Q3: 8,785 shares; 2025Q4: 10,176 shares; 2026Q1: 10,346 shares 10,346 $632K 0.06% +170 Timeline BIL 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: 367 shares; 2024Q4: 3,836 shares; 2025Q1: 4,153 shares; 2025Q2: 5,274 shares; 2025Q3: 5,632 shares; 2025Q4: 5,879 shares; 2026Q1: 6,875 shares 6,875 $630K 0.06% +996 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,770 shares; 2025Q1: 1,671 shares; 2025Q2: 1,142 shares; 2025Q3: 1,138 shares; 2025Q4: 1,121 shares; 2026Q1: 1,008 shares 1,008 $622K 0.06% -113 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: 62 shares; 2024Q4: 100 shares; 2025Q1: 85 shares; 2025Q2: 2,719 shares; 2025Q3: 2,701 shares; 2025Q4: 2,727 shares; 2026Q1: 3,752 shares 3,752 $620K 0.06% +1,025 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,852 shares; 2024Q4: 6,852 shares; 2025Q1: 6,852 shares; 2025Q2: 6,930 shares; 2025Q3: 6,852 shares; 2025Q4: 6,982 shares; 2026Q1: 6,983 shares 6,983 $616K 0.06% +1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 1,129 shares; 2025Q1: 1,048 shares; 2025Q2: 1,467 shares; 2025Q3: 1,605 shares; 2025Q4: 1,871 shares; 2026Q1: 1,882 shares 1,882 $599K 0.06% +11 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: 659 shares; 2024Q4: 559 shares; 2025Q1: 615 shares; 2025Q2: 674 shares; 2025Q3: 718 shares; 2025Q4: 4,915 shares; 2026Q1: 4,783 shares 4,783 $595K 0.06% -132 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: not reported; 2025Q1: 5,311 shares; 2025Q2: 5,325 shares; 2025Q3: 5,446 shares; 2025Q4: 4,792 shares; 2026Q1: 4,829 shares 4,829 $593K 0.06% +37 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,489 shares; 2026Q1: 1,489 shares 1,489 $583K 0.06% 0 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: 2,200 shares; 2024Q4: 2,950 shares; 2025Q1: 5,508 shares; 2025Q2: 3,839 shares; 2025Q3: 3,907 shares; 2025Q4: 4,044 shares; 2026Q1: 3,947 shares 3,947 $577K 0.05% -97 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,378 shares; 2024Q4: 7,188 shares; 2025Q1: 6,321 shares; 2025Q2: 6,198 shares; 2025Q3: 6,114 shares; 2025Q4: 6,088 shares; 2026Q1: 6,118 shares 6,118 $530K 0.05% +30 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 481 shares; 2025Q1: 483 shares; 2025Q2: 485 shares; 2025Q3: 528 shares; 2025Q4: 2,928 shares; 2026Q1: 3,132 shares 3,132 $514K 0.05% +204 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: 1,077 shares; 2024Q4: 1,464 shares; 2025Q1: 1,448 shares; 2025Q2: 1,635 shares; 2025Q3: 1,637 shares; 2025Q4: 1,773 shares; 2026Q1: 1,784 shares 1,784 $506K 0.05% +11 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,644 shares; 2025Q1: 3,644 shares; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares 3,695 $500K 0.05% 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: 12,252 shares; 2024Q4: 9,189 shares; 2025Q1: 7,473 shares; 2025Q2: 6,595 shares; 2025Q3: 6,527 shares; 2025Q4: 7,681 shares; 2026Q1: 9,850 shares 9,850 $494K 0.05% +2,169 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: 3,281 shares; 2024Q4: 2,577 shares; 2025Q1: 2,413 shares; 2025Q2: 2,392 shares; 2025Q3: 2,334 shares; 2025Q4: 2,342 shares; 2026Q1: 2,323 shares 2,323 $483K 0.05% -19 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,707 shares; 2024Q4: 6,707 shares; 2025Q1: 6,707 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,707 shares; 2026Q1: 6,707 shares 6,707 $480K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,723 shares; 2025Q1: 3,616 shares; 2025Q2: 1,128 shares; 2025Q3: 1,234 shares; 2025Q4: 1,401 shares; 2026Q1: 1,387 shares 1,387 $476K 0.05% -14 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 4,412 shares; 2025Q1: 4,341 shares; 2025Q2: 5,896 shares; 2025Q3: 5,907 shares; 2025Q4: 6,038 shares; 2026Q1: 7,202 shares 7,202 $475K 0.05% +1,164 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: 3,444 shares; 2024Q4: 2,750 shares; 2025Q1: 2,564 shares; 2025Q2: 2,549 shares; 2025Q3: 2,469 shares; 2025Q4: 2,449 shares; 2026Q1: 2,434 shares 2,434 $473K 0.04% -15 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: 134 shares; 2024Q4: 656 shares; 2025Q1: 600 shares; 2025Q2: 714 shares; 2025Q3: 759 shares; 2025Q4: 951 shares; 2026Q1: 930 shares 930 $465K 0.04% -21 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 1,229 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,000 shares; 2025Q4: 1,050 shares; 2026Q1: 1,048 shares 1,048 $458K 0.04% -2 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares 3,130 $454K 0.04% 0 Timeline EES 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: 14,597 shares; 2024Q4: 15,904 shares; 2025Q1: 14,791 shares; 2025Q2: 9,215 shares; 2025Q3: 9,183 shares; 2025Q4: 8,956 shares; 2026Q1: 7,743 shares 7,743 $449K 0.04% -1,213 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 9,104 shares; 2025Q1: 8,465 shares; 2025Q2: 5,392 shares; 2025Q3: 5,366 shares; 2025Q4: 5,227 shares; 2026Q1: 4,563 shares 4,563 $449K 0.04% -664 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: 2,073 shares; 2024Q4: 3,143 shares; 2025Q1: 3,064 shares; 2025Q2: 2,753 shares; 2025Q3: 2,783 shares; 2025Q4: 2,776 shares; 2026Q1: 2,784 shares 2,784 $420K 0.04% +8 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,961 shares; 2025Q1: 4,267 shares; 2025Q2: 4,270 shares; 2025Q3: 4,346 shares; 2025Q4: 4,541 shares; 2026Q1: 4,550 shares 4,550 $420K 0.04% +9 Timeline SPTS 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: 1,288 shares; 2024Q4: 6,997 shares; 2025Q1: 7,554 shares; 2025Q2: 8,431 shares; 2025Q3: 8,773 shares; 2025Q4: 12,927 shares; 2026Q1: 13,770 shares 13,770 $402K 0.04% +843 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 7,844 shares; 2025Q1: 7,880 shares; 2025Q2: 7,373 shares; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares; 2026Q1: 5,889 shares 5,889 $401K 0.04% +120 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: 4,987 shares; 2024Q4: 4,077 shares; 2025Q1: 3,236 shares; 2025Q2: 2,227 shares; 2025Q3: 2,237 shares; 2025Q4: 2,354 shares; 2026Q1: 4,296 shares 4,296 $399K 0.04% +1,942 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: not reported; 2025Q3: 6 shares; 2025Q4: 1,890 shares; 2026Q1: 1,914 shares 1,914 $389K 0.04% +24 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: 2,320 shares; 2024Q4: 2,330 shares; 2025Q1: 2,098 shares; 2025Q2: 1,973 shares; 2025Q3: 1,857 shares; 2025Q4: 1,613 shares; 2026Q1: 1,697 shares 1,697 $384K 0.04% +84 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: 2,594 shares; 2024Q4: 2,090 shares; 2025Q1: 1,956 shares; 2025Q2: 1,914 shares; 2025Q3: 1,869 shares; 2025Q4: 1,878 shares; 2026Q1: 1,854 shares 1,854 $377K 0.04% -24 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 1,775 shares; 2025Q1: 1,665 shares; 2025Q2: 1,649 shares; 2025Q3: 1,613 shares; 2025Q4: 1,628 shares; 2026Q1: 1,613 shares 1,613 $374K 0.04% -15 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: 1,621 shares; 2024Q4: 2,104 shares; 2025Q1: 2,114 shares; 2025Q2: 1,993 shares; 2025Q3: 2,002 shares; 2025Q4: 2,028 shares; 2026Q1: 2,037 shares 2,037 $371K 0.04% +9 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,106 shares; 2025Q3: 18,055 shares; 2025Q4: 15,714 shares; 2026Q1: 15,598 shares 15,598 $363K 0.03% -116 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 3,566 shares; 2025Q1: 3,559 shares; 2025Q2: 2,880 shares; 2025Q3: 2,944 shares; 2025Q4: 3,025 shares; 2026Q1: 3,042 shares 3,042 $361K 0.03% +17 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,165 shares; 2025Q1: 2,171 shares; 2025Q2: 2,163 shares; 2025Q3: 2,153 shares; 2025Q4: 2,150 shares; 2026Q1: 3,176 shares 3,176 $357K 0.03% +1,026 Timeline ESGU 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: 1,707 shares; 2025Q1: 1,712 shares; 2025Q2: 1,706 shares; 2025Q3: 1,698 shares; 2025Q4: 1,694 shares; 2026Q1: 2,492 shares 2,492 $352K 0.03% +798 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 4,252 shares; 2025Q1: 4,690 shares; 2025Q2: 5,477 shares; 2025Q3: 5,944 shares; 2025Q4: 4,374 shares; 2026Q1: 4,463 shares 4,463 $351K 0.03% +89 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: 167 shares; 2024Q4: 400 shares; 2025Q1: 503 shares; 2025Q2: 554 shares; 2025Q3: 558 shares; 2025Q4: 3,080 shares; 2026Q1: 3,288 shares 3,288 $344K 0.03% +208 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 4,860 shares; 2025Q1: 4,873 shares; 2025Q2: 4,780 shares; 2025Q3: 4,793 shares; 2025Q4: 5,102 shares; 2026Q1: 5,128 shares 5,128 $341K 0.03% +26 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 1,847 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,293 shares; 2025Q4: 1,304 shares; 2026Q1: 1,737 shares 1,737 $341K 0.03% +433 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: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,209 shares; 2026Q1: 5,322 shares 5,322 $339K 0.03% +113 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: 4,230 shares; 2024Q4: 3,881 shares; 2025Q1: 3,298 shares; 2025Q2: 2,487 shares; 2025Q3: 2,371 shares; 2025Q4: 1,905 shares; 2026Q1: 2,173 shares 2,173 $338K 0.03% +268 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 4,862 shares; 2026Q1: 4,862 shares 4,862 $337K 0.03% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares 1,102 $335K 0.03% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,111 shares; 2025Q1: 1,114 shares; 2025Q2: 1,118 shares; 2025Q3: 1,121 shares; 2025Q4: 1,124 shares; 2026Q1: 1,127 shares 1,127 $333K 0.03% +3 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 323 shares; 2025Q4: 387 shares; 2026Q1: 380 shares 380 $332K 0.03% -7 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: 3,048 shares; 2024Q4: 3,561 shares; 2025Q1: 3,372 shares; 2025Q2: 2,994 shares; 2025Q3: 2,910 shares; 2025Q4: 3,169 shares; 2026Q1: 2,913 shares 2,913 $330K 0.03% -256 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,985 shares; 2024Q4: 7,985 shares; 2025Q1: 7,985 shares; 2025Q2: 7,184 shares; 2025Q3: 7,184 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares 7,184 $321K 0.03% 0 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: 368 shares; 2024Q4: 1,320 shares; 2025Q1: 1,739 shares; 2025Q2: 6,897 shares; 2025Q3: 7,014 shares; 2025Q4: 4,637 shares; 2026Q1: 4,723 shares 4,723 $317K 0.03% +86 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,883 shares; 2025Q1: 3,901 shares; 2025Q2: 3,930 shares; 2025Q3: 4,202 shares; 2025Q4: 4,656 shares; 2026Q1: 5,932 shares 5,932 $315K 0.03% +1,276 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: 148 shares; 2024Q4: 621 shares; 2025Q1: 987 shares; 2025Q2: 1,015 shares; 2025Q3: 1,034 shares; 2025Q4: 1,112 shares; 2026Q1: 1,132 shares 1,132 $308K 0.03% +20 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,650 shares; 2025Q1: 4,668 shares; 2025Q2: 4,448 shares; 2025Q3: 4,467 shares; 2025Q4: 4,494 shares; 2026Q1: 4,520 shares 4,520 $307K 0.03% +26 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: 42 shares; 2024Q4: 761 shares; 2025Q1: 698 shares; 2025Q2: 972 shares; 2025Q3: 958 shares; 2025Q4: 1,262 shares; 2026Q1: 1,241 shares 1,241 $293K 0.03% -21 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: 1,713 shares; 2025Q1: 1,548 shares; 2025Q2: 2,125 shares; 2025Q3: 2,386 shares; 2025Q4: 3,038 shares; 2026Q1: 3,110 shares 3,110 $288K 0.03% +72 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 3,308 shares; 2025Q1: 3,020 shares; 2025Q2: 2,587 shares; 2025Q3: 2,555 shares; 2025Q4: 2,823 shares; 2026Q1: 2,780 shares 2,780 $285K 0.03% -43 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: 6 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 3,095 shares; 2026Q1: 3,095 shares 3,095 $280K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 191 shares; 2025Q1: 177 shares; 2025Q2: 710 shares; 2025Q3: 708 shares; 2025Q4: 785 shares; 2026Q1: 819 shares 819 $277K 0.03% +34 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 259 shares; 2025Q1: 580 shares; 2025Q2: 628 shares; 2025Q3: 642 shares; 2025Q4: 547 shares; 2026Q1: 571 shares 571 $274K 0.03% +24 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: 3,813 shares; 2024Q4: 4,707 shares; 2025Q1: 4,720 shares; 2025Q2: 3,641 shares; 2025Q3: 3,612 shares; 2025Q4: 4,257 shares; 2026Q1: 5,501 shares 5,501 $268K 0.03% +1,244 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,663 shares; 2024Q4: 83,548 shares; 2025Q1: 83,548 shares; 2025Q2: 90,563 shares; 2025Q3: 26,811 shares; 2025Q4: 26,811 shares; 2026Q1: 26,811 shares 26,811 $267K 0.03% 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: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 365 shares; 2026Q1: 373 shares 373 $254K 0.02% +8 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: 116,672 shares; 2024Q4: 126,861 shares; 2025Q1: 114,610 shares; 2025Q2: 28,544 shares; 2025Q3: 13,647 shares; 2025Q4: 9,684 shares; 2026Q1: 9,049 shares 9,049 $254K 0.02% -635 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,721 shares; 2025Q1: 4,711 shares; 2025Q2: 4,461 shares; 2025Q3: 4,461 shares; 2025Q4: 5,694 shares; 2026Q1: 5,744 shares 5,744 $253K 0.02% +50 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 977 shares; 2025Q1: 980 shares; 2025Q2: 982 shares; 2025Q3: 985 shares; 2025Q4: 987 shares; 2026Q1: 989 shares 989 $252K 0.02% +2 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 5,056 shares; 2025Q1: 5,007 shares; 2025Q2: 5,010 shares; 2025Q3: 5,013 shares; 2025Q4: 5,082 shares; 2026Q1: 5,085 shares 5,085 $249K 0.02% +3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,150 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,154 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares 1,156 $249K 0.02% 0 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: 298 shares; 2024Q4: 1,139 shares; 2025Q1: 1,693 shares; 2025Q2: 1,745 shares; 2025Q3: 1,778 shares; 2025Q4: 2,126 shares; 2026Q1: 2,229 shares 2,229 $243K 0.02% +103 Timeline IBTA IBOTTA INC More: the full row for IBOTTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,001 shares; 2025Q1: 8,001 shares; 2025Q2: 8,001 shares; 2025Q3: 8,001 shares; 2025Q4: 8,001 shares; 2026Q1: 8,001 shares 8,001 $240K 0.02% 0 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: 1,236 shares; 2024Q4: 1,186 shares; 2025Q1: 1,156 shares; 2025Q2: 1,166 shares; 2025Q3: 1,175 shares; 2025Q4: 1,447 shares; 2026Q1: 1,779 shares 1,779 $233K 0.02% +332 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: 10,968 shares; 2024Q4: 3,555 shares; 2025Q1: 3,156 shares; 2025Q2: 2,214 shares; 2025Q3: 2,205 shares; 2025Q4: 2,151 shares; 2026Q1: 2,406 shares 2,406 $232K 0.02% +255 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 11 shares; 2025Q3: 1,196 shares; 2025Q4: 1,471 shares; 2026Q1: 1,511 shares 1,511 $227K 0.02% +40 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 8,557 shares; 2025Q1: 1,526 shares; 2025Q2: 1,796 shares; 2025Q3: 1,526 shares; 2025Q4: 1,757 shares; 2026Q1: 7,757 shares 7,757 $225K 0.02% +6,000 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,018 shares; 2025Q1: 5,036 shares; 2025Q2: 5,013 shares; 2025Q3: 5,031 shares; 2025Q4: 4,029 shares; 2026Q1: 4,035 shares 4,035 $225K 0.02% +6 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 5,621 shares; 2025Q3: 5,621 shares; 2025Q4: 5,621 shares; 2026Q1: 5,792 shares 5,792 $219K 0.02% +171 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: 129 shares; 2024Q4: 85 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 359 shares; 2026Q1: 3,410 shares 3,410 $214K 0.02% +3,051 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: 6 shares; 2025Q3: not reported; 2025Q4: 2,836 shares; 2026Q1: 3,057 shares 3,057 $212K 0.02% +221 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: 1,087 shares; 2024Q4: 1,118 shares; 2025Q1: 1,135 shares; 2025Q2: 1,155 shares; 2025Q3: 1,176 shares; 2025Q4: 1,194 shares; 2026Q1: 1,210 shares 1,210 $208K 0.02% +16 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 210 shares; 2025Q3: 205 shares; 2025Q4: 209 shares; 2026Q1: 213 shares 213 $205K 0.02% +4 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,947 shares; 2026Q1: 4,023 shares 4,023 $204K 0.02% +76 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: 1,954 shares; 2024Q4: 1,632 shares; 2025Q1: 1,609 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 1,021 shares; 2026Q1: 1,017 shares 1,017 $202K 0.02% -4 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,106 shares; 2025Q1: 2,070 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,021 shares; 2026Q1: 2,021 shares 2,021 $196K 0.02% 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: 1,335 shares; 2024Q4: 1,413 shares; 2025Q1: 1,418 shares; 2025Q2: 1,315 shares; 2025Q3: 1,304 shares; 2025Q4: 1,323 shares; 2026Q1: 1,350 shares 1,350 $196K 0.02% +27 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,460 shares; 2025Q1: 2,616 shares; 2025Q2: 1,400 shares; 2025Q3: 1,408 shares; 2025Q4: 1,468 shares; 2026Q1: 1,412 shares 1,412 $190K 0.02% -56 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 994 shares; 2025Q3: 994 shares; 2025Q4: 1,391 shares; 2026Q1: 3,739 shares 3,739 $188K 0.02% +2,348 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,475 shares; 2025Q2: 921 shares; 2025Q3: 891 shares; 2025Q4: 925 shares; 2026Q1: 895 shares 895 $187K 0.02% -30 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,133 shares; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares; 2026Q1: 3,264 shares 3,264 $186K 0.02% +131 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,430 shares; 2024Q4: 35,777 shares; 2025Q1: 38,106 shares; 2025Q2: 13,273 shares; 2025Q3: 10,737 shares; 2025Q4: 2,953 shares; 2026Q1: 3,321 shares 3,321 $185K 0.02% +368 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: 313 shares; 2024Q4: 3,599 shares; 2025Q1: 3,414 shares; 2025Q2: 3,454 shares; 2025Q3: 3,414 shares; 2025Q4: 3,506 shares; 2026Q1: 3,811 shares 3,811 $179K 0.02% +305 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,544 shares; 2024Q4: 2,919 shares; 2025Q1: 2,649 shares; 2025Q2: 1,366 shares; 2025Q3: 1,307 shares; 2025Q4: 1,607 shares; 2026Q1: 1,354 shares 1,354 $179K 0.02% -253 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,454 shares; 2025Q1: 52,649 shares; 2025Q2: 64,942 shares; 2025Q3: 16,865 shares; 2025Q4: 1,461 shares; 2026Q1: 2,208 shares 2,208 $179K 0.02% +747 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: 2,096 shares; 2024Q4: 2,579 shares; 2025Q1: 2,108 shares; 2025Q2: 3,076 shares; 2025Q3: 3,069 shares; 2025Q4: 3,561 shares; 2026Q1: 3,611 shares 3,611 $178K 0.02% +50 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 164 shares; 2025Q3: 213 shares; 2025Q4: 248 shares; 2026Q1: 255 shares 255 $178K 0.02% +7 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: 1,812 shares; 2024Q4: 2,282 shares; 2025Q1: 2,582 shares; 2025Q2: 1,579 shares; 2025Q3: 1,697 shares; 2025Q4: 2,710 shares; 2026Q1: 4,411 shares 4,411 $169K 0.02% +1,701 Timeline 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: 16 shares; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $169K 0.02% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,168 shares; 2026Q1: 5,168 shares 5,168 $168K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 413 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 1,165 shares; 2026Q1: 492 shares 492 $166K 0.02% -673 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: 321 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 349 shares; 2025Q3: 344 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $165K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 37,826 shares; 2025Q1: 34,144 shares; 2025Q2: 11,757 shares; 2025Q3: 11,019 shares; 2025Q4: 5,386 shares; 2026Q1: 5,118 shares 5,118 $164K 0.02% -268 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: 532 shares; 2024Q4: 607 shares; 2025Q1: 494 shares; 2025Q2: 280 shares; 2025Q3: 220 shares; 2025Q4: 261 shares; 2026Q1: 269 shares 269 $163K 0.02% +8 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: 2,706 shares; 2024Q4: 2,617 shares; 2025Q1: 1,319 shares; 2025Q2: 1,082 shares; 2025Q3: 1,144 shares; 2025Q4: 1,226 shares; 2026Q1: 1,095 shares 1,095 $161K 0.02% -131 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares 2,633 $159K 0.02% 0 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,828 shares; 2025Q1: 2,981 shares; 2025Q2: 3,417 shares; 2025Q3: 2,182 shares; 2025Q4: 2,182 shares; 2026Q1: 3,463 shares 3,463 $159K 0.02% +1,281 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,822 shares; 2025Q1: 1,828 shares; 2025Q2: 1,834 shares; 2025Q3: 1,840 shares; 2025Q4: 1,847 shares; 2026Q1: 1,853 shares 1,853 $157K 0.01% +6 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,729 shares; 2024Q4: 7,729 shares; 2025Q1: 7,768 shares; 2025Q2: 7,729 shares; 2025Q3: 7,729 shares; 2025Q4: 7,729 shares; 2026Q1: 8,088 shares 8,088 $156K 0.01% +359 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares 3,725 $154K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,623 shares; 2026Q1: 1,651 shares 1,651 $154K 0.01% +28 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP 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: 1,011 shares; 2026Q1: 1,011 shares 1,011 $151K 0.01% 0 Timeline DFIP 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: 969 shares; 2025Q1: 2,453 shares; 2025Q2: 3,273 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares; 2026Q1: 3,611 shares 3,611 $151K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,513 shares; 2025Q3: 1,562 shares; 2025Q4: 1,560 shares; 2026Q1: 1,575 shares 1,575 $149K 0.01% +15 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 257 shares; 2025Q3: 236 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262 $148K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,478 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,312 shares; 2026Q1: 1,103 shares 1,103 $145K 0.01% -209 Timeline XB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 1,346 shares; 2025Q3: 3,927 shares; 2025Q4: 3,955 shares; 2026Q1: 3,708 shares 3,708 $144K 0.01% -247 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,097 shares; 2025Q3: 14,097 shares; 2025Q4: 14,097 shares; 2026Q1: 14,097 shares 14,097 $143K 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: 409 shares; 2024Q4: 1,003 shares; 2025Q1: 1,110 shares; 2025Q2: 489 shares; 2025Q3: 611 shares; 2025Q4: 570 shares; 2026Q1: 531 shares 531 $139K 0.01% -39 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 6,100 shares; 2025Q1: 6,019 shares; 2025Q2: 651 shares; 2025Q3: 261 shares; 2025Q4: 256 shares; 2026Q1: 257 shares 257 $134K 0.01% +1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 605 shares; 2025Q1: 704 shares; 2025Q2: 711 shares; 2025Q3: 716 shares; 2025Q4: 738 shares; 2026Q1: 2,867 shares 2,867 $133K 0.01% +2,129 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,130 shares; 2026Q1: 1,717 shares 1,717 $133K 0.01% -1,413 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,902 shares; 2025Q1: 3,902 shares; 2025Q2: 3,769 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares 1,298 $133K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,740 shares; 2025Q3: 1,640 shares; 2025Q4: 1,722 shares; 2026Q1: 1,828 shares 1,828 $131K 0.01% +106 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,410 shares; 2026Q1: 5,410 shares 5,410 $131K 0.01% 0 Timeline ALB 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: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 727 shares 727 $131K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $130K 0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $128K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 115 shares; 2025Q2: 139 shares; 2025Q3: 117 shares; 2025Q4: 1,217 shares; 2026Q1: 1,306 shares 1,306 $126K 0.01% +89 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: 552 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 586 shares; 2025Q3: 642 shares; 2025Q4: 1,142 shares; 2026Q1: 1,144 shares 1,144 $125K 0.01% +2 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: 140 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $124K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares 1,124 $124K 0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,570 shares; 2025Q1: 9,726 shares; 2025Q2: 14,910 shares; 2025Q3: 3,076 shares; 2025Q4: 2,890 shares; 2026Q1: 2,710 shares 2,710 $122K 0.01% -180 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,379 shares; 2025Q1: 1,193 shares; 2025Q2: 1,126 shares; 2025Q3: 1,128 shares; 2025Q4: 1,480 shares; 2026Q1: 1,636 shares 1,636 $122K 0.01% +156 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 7,438 shares; 2025Q1: 7,888 shares; 2025Q2: 7,338 shares; 2025Q3: 7,609 shares; 2025Q4: 7,601 shares; 2026Q1: 7,667 shares 7,667 $122K 0.01% +66 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: 778 shares; 2024Q4: 1,011 shares; 2025Q1: 1,014 shares; 2025Q2: 560 shares; 2025Q3: 562 shares; 2025Q4: 563 shares; 2026Q1: 571 shares 571 $119K 0.01% +8 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: 30 shares; 2024Q4: 161 shares; 2025Q1: 162 shares; 2025Q2: 153 shares; 2025Q3: 162 shares; 2025Q4: 55 shares; 2026Q1: 234 shares 234 $116K 0.01% +179 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: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $116K 0.01% 0 Timeline DFCF 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: 752 shares; 2025Q1: 1,761 shares; 2025Q2: 2,338 shares; 2025Q3: 2,607 shares; 2025Q4: 2,645 shares; 2026Q1: 2,664 shares 2,664 $112K 0.01% +19 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: 1,920 shares; 2024Q4: 1,024 shares; 2025Q1: 811 shares; 2025Q2: 341 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 311 shares 311 $112K 0.01% -9 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 203 shares; 2025Q1: 4,889 shares; 2025Q2: 4,890 shares; 2025Q3: 4,891 shares; 2025Q4: 4,892 shares; 2026Q1: 4,893 shares 4,893 $107K 0.01% +1 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,688 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $106K 0.01% 0 Timeline EFAV 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: 227 shares; 2025Q3: 227 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares 1,147 $105K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $105K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 81 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares 1,044 $104K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,077 shares; 2026Q1: 3,077 shares 3,077 $103K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,631 shares; 2025Q1: 2,251 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $102K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 1,961 shares; 2025Q1: 2,675 shares; 2025Q2: 2,314 shares; 2025Q3: 1,066 shares; 2025Q4: 910 shares; 2026Q1: 917 shares 917 $101K 0.01% +7 Timeline IDEV 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: 1,574 shares; 2024Q4: 1,063 shares; 2025Q1: 1,120 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $101K 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: 422 shares; 2024Q4: 419 shares; 2025Q1: 420 shares; 2025Q2: 421 shares; 2025Q3: 422 shares; 2025Q4: 408 shares; 2026Q1: 279 shares 279 $99.4K 0.01% -129 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: 761 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 721 shares; 2025Q4: 813 shares; 2026Q1: 837 shares 837 $99.3K 0.01% +24 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,338 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,324 shares; 2025Q4: 1,165 shares; 2026Q1: 1,155 shares 1,155 $98.4K 0.01% -10 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares; 2025Q2: 1,954 shares; 2025Q3: 2,391 shares; 2025Q4: 2,538 shares; 2026Q1: 2,829 shares 2,829 $96.1K 0.01% +291 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares 1,936 $95.6K 0.01% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,597 shares; 2025Q2: 3,192 shares; 2025Q3: 3,343 shares; 2025Q4: 2,841 shares; 2026Q1: 2,958 shares 2,958 $93.7K 0.01% +117 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: 4,692 shares; 2024Q4: 4,286 shares; 2025Q1: 3,048 shares; 2025Q2: 1,542 shares; 2025Q3: 1,406 shares; 2025Q4: 784 shares; 2026Q1: 767 shares 767 $93K 0.01% -17 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 863 shares; 2025Q2: 887 shares; 2025Q3: 874 shares; 2025Q4: 880 shares; 2026Q1: 885 shares 885 $91K 0.01% +5 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 261 shares; 2025Q4: 473 shares; 2026Q1: 489 shares 489 $89.2K 0.01% +16 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 336 shares; 2025Q1: 343 shares; 2025Q2: 196 shares; 2025Q3: 260 shares; 2025Q4: 309 shares; 2026Q1: 310 shares 310 $88.9K 0.01% +1 Timeline XJH 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: 1,298 shares; 2025Q1: 1,301 shares; 2025Q2: 1,305 shares; 2025Q3: 1,300 shares; 2025Q4: 1,295 shares; 2026Q1: 1,947 shares 1,947 $88.4K 0.01% +652 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 458 shares; 2025Q3: 459 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $88.3K 0.01% 0 Timeline ESML 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: 1,289 shares; 2025Q1: 1,293 shares; 2025Q2: 1,299 shares; 2025Q3: 1,294 shares; 2025Q4: 1,251 shares; 2026Q1: 1,876 shares 1,876 $88.2K 0.01% +625 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,233 shares; 2024Q4: 3,797 shares; 2025Q1: 2,865 shares; 2025Q2: 2,018 shares; 2025Q3: 1,893 shares; 2025Q4: 1,902 shares; 2026Q1: 1,845 shares 1,845 $84.8K 0.01% -57 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 300 shares; 2025Q1: 288 shares; 2025Q2: 292 shares; 2025Q3: 288 shares; 2025Q4: 390 shares; 2026Q1: 388 shares 388 $84K 0.01% -2 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 453 shares; 2025Q1: 455 shares; 2025Q2: 473 shares; 2025Q3: 464 shares; 2025Q4: 870 shares; 2026Q1: 874 shares 874 $83.4K 0.01% +4 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: 966 shares; 2024Q4: 856 shares; 2025Q1: 735 shares; 2025Q2: 669 shares; 2025Q3: 671 shares; 2025Q4: 1,349 shares; 2026Q1: 1,351 shares 1,351 $82.8K 0.01% +2 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: 368 shares; 2025Q3: 486 shares; 2025Q4: 713 shares; 2026Q1: 730 shares 730 $81K 0.01% +17 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 418 shares; 2025Q1: 419 shares; 2025Q2: 375 shares; 2025Q3: 368 shares; 2025Q4: 382 shares; 2026Q1: 403 shares 403 $80K 0.01% +21 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,314 shares; 2024Q4: 25,483 shares; 2025Q1: 25,186 shares; 2025Q2: 3,751 shares; 2025Q3: 1,221 shares; 2025Q4: 1,229 shares; 2026Q1: 1,238 shares 1,238 $80K 0.01% +9 Timeline DFNM 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: 306 shares; 2025Q1: 1,040 shares; 2025Q2: 1,460 shares; 2025Q3: 1,631 shares; 2025Q4: 1,647 shares; 2026Q1: 1,656 shares 1,656 $79.4K 0.01% +9 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: not reported; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: 139 shares; 2025Q3: 168 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $78.4K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $78K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,513 shares; 2024Q4: 118,392 shares; 2025Q1: 130,084 shares; 2025Q2: 22,211 shares; 2025Q3: 1,252 shares; 2025Q4: 1,221 shares; 2026Q1: 1,203 shares 1,203 $77.3K 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $75.1K 0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 514 shares; 2025Q3: 495 shares; 2025Q4: 1,407 shares; 2026Q1: 1,236 shares 1,236 $73.6K 0.01% -171 Timeline MAGS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $72.4K 0.01% new 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: 30 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $70.7K 0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $70K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 84 shares; 2025Q1: 64 shares; 2025Q2: 46 shares; 2025Q3: 49 shares; 2025Q4: 70 shares; 2026Q1: 71 shares 71 $69.8K 0.01% +1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 372 shares; 2025Q2: 375 shares; 2025Q3: 379 shares; 2025Q4: 579 shares; 2026Q1: 583 shares 583 $69.1K 0.01% +4 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $68.9K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 636 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $68.3K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 1,080 shares; 2025Q4: 1,360 shares; 2026Q1: 1,333 shares 1,333 $67.5K 0.01% -27 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares 2,019 $67.1K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,718 shares; 2025Q1: 1,619 shares; 2025Q2: 1,624 shares; 2025Q3: 1,630 shares; 2025Q4: 1,683 shares; 2026Q1: 1,621 shares 1,621 $66.6K 0.01% -62 Timeline IUSG 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: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 428 shares 428 $66.4K 0.01% +76 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: 600 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $66.4K 0.01% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626 $65.8K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 704 shares; 2025Q1: 657 shares; 2025Q2: 646 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 615 shares 615 $65.8K 0.01% -12 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,641 shares; 2025Q1: 3,677 shares; 2025Q2: 3,712 shares; 2025Q3: 3,747 shares; 2025Q4: 3,783 shares; 2026Q1: 3,826 shares 3,826 $65.4K 0.01% +43 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $65.4K 0.01% 0 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 657 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $63.8K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,664 shares; 2024Q4: 540 shares; 2025Q1: 621 shares; 2025Q2: 637 shares; 2025Q3: 437 shares; 2025Q4: 350 shares; 2026Q1: 373 shares 373 $63.6K 0.01% +23 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares 1,839 $63.3K 0.01% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,267 shares; 2025Q3: 1,362 shares; 2025Q4: 1,359 shares; 2026Q1: 1,448 shares 1,448 $63.3K 0.01% +89 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 2,017 shares 2,017 $61.9K 0.01% +1,390 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 983 shares; 2025Q1: 903 shares; 2025Q2: 881 shares; 2025Q3: 828 shares; 2025Q4: 830 shares; 2026Q1: 807 shares 807 $61.6K 0.01% -23 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 231 shares; 2026Q1: 232 shares 232 $61.5K 0.01% +1 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,909 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,185 shares; 2026Q1: 3,185 shares 3,185 $61.2K 0.01% 0 Timeline DFAT 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: 27 shares; 2025Q1: 474 shares; 2025Q2: 640 shares; 2025Q3: 796 shares; 2025Q4: 875 shares; 2026Q1: 978 shares 978 $61.1K 0.01% +103 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: 185 shares; 2024Q4: 204 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $61K 0.01% 0 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: 223 shares; 2024Q4: 334 shares; 2025Q1: 335 shares; 2025Q2: 339 shares; 2025Q3: 336 shares; 2025Q4: 533 shares; 2026Q1: 529 shares 529 $60.8K 0.01% -4 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 3,579 shares; 2025Q1: 2,328 shares; 2025Q2: 2,273 shares; 2025Q3: 2,142 shares; 2025Q4: 2,053 shares; 2026Q1: 2,105 shares 2,105 $60.4K 0.01% +52 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $58.9K 0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $58.9K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,095 shares; 2025Q1: 1,088 shares; 2025Q2: 1,077 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 672 shares 672 $58.3K 0.01% -605 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: 1,000 shares; 2024Q4: 1,013 shares; 2025Q1: 1,026 shares; 2025Q2: 1,039 shares; 2025Q3: 1,051 shares; 2025Q4: 1,434 shares; 2026Q1: 1,076 shares 1,076 $58.2K 0.01% -358 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 191 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $58.2K 0.01% 0 Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares; 2025Q3: 4,630 shares; 2025Q4: 4,161 shares; 2026Q1: 3,562 shares 3,562 $58K 0.01% -599 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: 47 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 414 shares; 2025Q3: 402 shares; 2025Q4: 431 shares; 2026Q1: 456 shares 456 $57.2K 0.01% +25 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares 1,224 $56.5K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 514 shares; 2026Q1: 476 shares 476 $56.4K 0.01% -38 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 174 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $56.2K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,147 shares; 2025Q1: 1,154 shares; 2025Q2: 1,161 shares; 2025Q3: 1,167 shares; 2025Q4: 1,175 shares; 2026Q1: 1,181 shares 1,181 $55.6K 0.01% +6 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 1,387 shares; 2025Q3: 1,455 shares; 2025Q4: 1,587 shares; 2026Q1: 1,520 shares 1,520 $55.3K 0.01% -67 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 112 shares; 2025Q1: 481 shares; 2025Q2: 555 shares; 2025Q3: 613 shares; 2025Q4: 815 shares; 2026Q1: 485 shares 485 $54.8K 0.01% -330 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: 38 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 70 shares; 2025Q3: 67 shares; 2025Q4: 154 shares; 2026Q1: 166 shares 166 $54.5K 0.01% +12 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $54.3K 0.01% 0 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $53.2K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,352 shares; 2025Q4: 3,352 shares; 2026Q1: 3,352 shares 3,352 $53.1K 0.01% 0 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: 378 shares; 2024Q4: 326 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 320 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $53K 0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 1,000 shares 1,000 $52.8K 0.01% +996 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $52.6K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $52.6K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 155 shares; 2025Q3: 136 shares; 2025Q4: 132 shares; 2026Q1: 136 shares 136 $52.3K <0.01% +4 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $52.1K <0.01% 0 Timeline LIT 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 700 shares 700 $52K <0.01% +650 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 419 shares; 2025Q3: 316 shares; 2025Q4: 398 shares; 2026Q1: 393 shares 393 $51.8K <0.01% -5 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $51.7K <0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 635 shares; 2025Q1: 503 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 250 shares; 2026Q1: 146 shares 146 $51.4K <0.01% -104 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 160 shares; 2026Q1: 159 shares 159 $51.3K <0.01% -1 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: 669 shares; 2025Q1: 378 shares; 2025Q2: 380 shares; 2025Q3: 383 shares; 2025Q4: 973 shares; 2026Q1: 1,106 shares 1,106 $50.7K <0.01% +133 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 521 shares; 2026Q1: 521 shares 521 $49.9K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,913 shares; 2024Q4: 6,399 shares; 2025Q1: 6,287 shares; 2025Q2: 1,114 shares; 2025Q3: 186 shares; 2025Q4: 175 shares; 2026Q1: 172 shares 172 $49.9K <0.01% -3 Timeline SDY 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: 189 shares; 2024Q4: 1,149 shares; 2025Q1: 1,155 shares; 2025Q2: 1,161 shares; 2025Q3: 1,167 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $49.2K <0.01% 0 Timeline RJDI CARILLON SER TR More: the full row for CARILLON SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,826 shares 1,826 $48.8K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 775 shares; 2026Q1: 1,838 shares 1,838 $47.6K <0.01% +1,063 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: 231 shares; 2024Q4: 262 shares; 2025Q1: 263 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 371 shares; 2026Q1: 273 shares 273 $47.3K <0.01% -98 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 170 shares; 2025Q1: 572 shares; 2025Q2: 635 shares; 2025Q3: 637 shares; 2025Q4: 644 shares; 2026Q1: 731 shares 731 $46.8K <0.01% +87 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,730 shares 5,730 $46.1K <0.01% +130 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 2,547 shares; 2025Q1: 818 shares; 2025Q2: 810 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 567 shares 567 $45.7K <0.01% -41 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $44.5K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $44.5K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632 $44.1K <0.01% 0 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 893 shares 893 $43.9K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 970 shares; 2025Q1: 602 shares; 2025Q2: 588 shares; 2025Q3: 552 shares; 2025Q4: 555 shares; 2026Q1: 538 shares 538 $43.7K <0.01% -17 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 227 shares; 2026Q1: 227 shares 227 $43.5K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 343 shares; 2025Q1: 333 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $43.2K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares 846 $42.8K <0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 912 shares; 2025Q1: 846 shares; 2025Q2: 1,127 shares; 2025Q3: 705 shares; 2025Q4: 1,148 shares; 2026Q1: 739 shares 739 $42.6K <0.01% -409 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 347 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 338 shares 338 $42.5K <0.01% -4 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $42.3K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares 397 $42.1K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 28 shares; 2025Q4: 36 shares; 2026Q1: 45 shares 45 $40.3K <0.01% +9 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $40K <0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: not reported; 2025Q3: not reported; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $40K <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: 344 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 476 shares; 2026Q1: 476 shares 476 $39.8K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 149 shares; 2025Q4: 168 shares; 2026Q1: 200 shares 200 $39.5K <0.01% +32 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $39.4K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 172 shares; 2025Q1: 910 shares; 2025Q2: 624 shares; 2025Q3: 627 shares; 2025Q4: 638 shares; 2026Q1: 719 shares 719 $38.9K <0.01% +81 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 727 shares; 2025Q1: 386 shares; 2025Q2: 151 shares; 2025Q3: 222 shares; 2025Q4: 464 shares; 2026Q1: 465 shares 465 $38.1K <0.01% +1 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: 14,256 shares; 2024Q4: 15,694 shares; 2025Q1: 15,962 shares; 2025Q2: 19,088 shares; 2025Q3: 113 shares; 2025Q4: 126 shares; 2026Q1: 140 shares 140 $37.9K <0.01% +14 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,561 shares; 2025Q1: 2,535 shares; 2025Q2: 2,556 shares; 2025Q3: 2,581 shares; 2025Q4: 2,609 shares; 2026Q1: 2,522 shares 2,522 $37.6K <0.01% -87 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares 602 $37.3K <0.01% 0 Timeline SCHB 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: 477 shares; 2024Q4: 1,449 shares; 2025Q1: 1,451 shares; 2025Q2: 1,454 shares; 2025Q3: 1,456 shares; 2025Q4: 1,459 shares; 2026Q1: 1,461 shares 1,461 $36.7K <0.01% +2 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $36.2K <0.01% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares 1,099 $36.2K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 452 shares; 2026Q1: 467 shares 467 $35.5K <0.01% +15 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: 149 shares; 2024Q4: 1,886 shares; 2025Q1: 1,904 shares; 2025Q2: 1,924 shares; 2025Q3: 1,940 shares; 2025Q4: 204 shares; 2026Q1: 236 shares 236 $35K <0.01% +32 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 155 shares; 2025Q4: 361 shares; 2026Q1: 362 shares 362 $34.4K <0.01% +1 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW 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: 315 shares; 2026Q1: 315 shares 315 $34.1K <0.01% 0 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $33.6K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 365 shares; 2026Q1: 363 shares 363 $33.5K <0.01% -2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: 600 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $33.3K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 323 shares; 2026Q1: 330 shares 330 $32.7K <0.01% +7 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 1,598 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares 1,298 $32.1K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 316 shares 316 $31.8K <0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares 629 $31.4K <0.01% 0 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: 134 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 136 shares; 2025Q3: 102 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $31.3K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 66 shares 66 $31.2K <0.01% +53 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 3,381 shares; 2025Q1: 3,451 shares; 2025Q2: 3,519 shares; 2025Q3: 3,582 shares; 2025Q4: 3,657 shares; 2026Q1: 3,738 shares 3,738 $31.2K <0.01% +81 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: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 200 shares; 2025Q4: 217 shares; 2026Q1: 237 shares 237 $31.1K <0.01% +20 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 291 shares; 2025Q4: 292 shares; 2026Q1: 293 shares 293 $31K <0.01% +1 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: 267 shares; 2026Q1: 267 shares 267 $30.8K <0.01% 0 Timeline RSPT 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: 667 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680 $30.8K <0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 276 shares 276 $30.6K <0.01% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 15 shares; 2025Q3: 9 shares; 2025Q4: 22 shares; 2026Q1: 23 shares 23 $30.4K <0.01% +1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $29.8K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,705 shares; 2025Q1: 2,671 shares; 2025Q2: 234 shares; 2025Q3: 209 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $29.5K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 293 shares; 2026Q1: 293 shares 293 $29.5K <0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $29.4K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 60 shares; 2025Q3: 78 shares; 2025Q4: 118 shares; 2026Q1: 232 shares 232 $29.3K <0.01% +114 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $29.2K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 8,502 shares; 2025Q1: 8,414 shares; 2025Q2: 2,445 shares; 2025Q3: 2,368 shares; 2025Q4: 1,088 shares; 2026Q1: 1,280 shares 1,280 $29K <0.01% +192 Timeline IMCG 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: 364 shares; 2025Q2: 364 shares; 2025Q3: 365 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $28.9K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 207 shares; 2026Q1: 208 shares 208 $28.7K <0.01% +1 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $28.6K <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: 150 shares; 2024Q4: 280 shares; 2025Q1: 155 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 261 shares; 2026Q1: 304 shares 304 $28.3K <0.01% +43 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 740 shares; 2025Q1: 744 shares; 2025Q2: 748 shares; 2025Q3: 752 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $28.2K <0.01% 0 Timeline AIQ 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 604 shares 604 $28.2K <0.01% +1 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $26.8K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 239 shares; 2025Q1: 241 shares; 2025Q2: 243 shares; 2025Q3: 312 shares; 2025Q4: 314 shares; 2026Q1: 336 shares 336 $26.7K <0.01% +22 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: 292 shares; 2024Q4: 896 shares; 2025Q1: 760 shares; 2025Q2: 343 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $26.7K <0.01% 0 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: 102 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $26.7K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST 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: 1,001 shares; 2026Q1: 1,000 shares 1,000 $26.5K <0.01% -1 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,293 shares; 2025Q1: 1,321 shares; 2025Q2: 1,350 shares; 2025Q3: 1,382 shares; 2025Q4: 1,415 shares; 2026Q1: 1,453 shares 1,453 $26.2K <0.01% +38 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $25.8K <0.01% 0 Timeline RJMI CARILLON SER TR More: the full row for CARILLON SER 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 $25.3K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 660 shares 660 $25.2K <0.01% +600 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: 104 shares; 2024Q4: 341 shares; 2025Q1: 104 shares; 2025Q2: 132 shares; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 316 shares 316 $25.2K <0.01% -8 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 365 shares; 2025Q3: 293 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $25K <0.01% 0 Timeline RJVI CARILLON SER TR More: the full row for CARILLON SER 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 $24.9K <0.01% 0 Timeline ARTY 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: 123 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $24.8K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 376 shares; 2025Q1: 381 shares; 2025Q2: 386 shares; 2025Q3: 391 shares; 2025Q4: 356 shares; 2026Q1: 361 shares 361 $24.5K <0.01% +5 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: 415 shares; 2024Q4: 3,102 shares; 2025Q1: 2,848 shares; 2025Q2: 4,193 shares; 2025Q3: 502 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $24.5K <0.01% 0 Timeline VBK 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: 3,501 shares; 2024Q4: 3,886 shares; 2025Q1: 3,825 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $24.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 426 shares; 2025Q4: 226 shares; 2026Q1: 219 shares 219 $24.4K <0.01% -7 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 395 shares; 2026Q1: 431 shares 431 $24.3K <0.01% +36 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: 8,863 shares; 2024Q4: 10,164 shares; 2025Q1: 10,168 shares; 2025Q2: 1,325 shares; 2025Q3: 1,329 shares; 2025Q4: 248 shares; 2026Q1: 249 shares 249 $24.2K <0.01% +1 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $24.1K <0.01% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to 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: 836 shares; 2026Q1: 836 shares 836 $23.4K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 199 shares; 2026Q1: 178 shares 178 $23.1K <0.01% -21 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 141 shares; 2025Q4: 132 shares; 2026Q1: 151 shares 151 $23K <0.01% +19 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: 176 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $22.5K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $22.5K <0.01% 0 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: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $21.8K <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: not reported; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 334 shares 334 $21.8K <0.01% +20 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,501 shares 1,501 $21.7K <0.01% +1 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 75 shares 75 $21.2K <0.01% +70 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: 7,074 shares; 2024Q4: 7,607 shares; 2025Q1: 7,490 shares; 2025Q2: 234 shares; 2025Q3: 203 shares; 2025Q4: 214 shares; 2026Q1: 216 shares 216 $21.1K <0.01% +2 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $21.1K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $20.9K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $20.8K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 264 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 216 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $20.7K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $20.6K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 221 shares 221 $20.5K <0.01% -4 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 264 shares; 2025Q3: 265 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $20.3K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $20.1K <0.01% 0 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares 384 $20K <0.01% new Timeline IUSV 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: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 195 shares 195 $19.9K <0.01% +125 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $19.5K <0.01% 0 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,015 shares; 2025Q1: 1,030 shares; 2025Q2: 1,041 shares; 2025Q3: 1,052 shares; 2025Q4: 1,063 shares; 2026Q1: 1,074 shares 1,074 $19.2K <0.01% +11 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $19.1K <0.01% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares 384 $19K <0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 226 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $18.9K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $18.8K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $18.6K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 39 shares; 2025Q4: 30 shares; 2026Q1: 107 shares 107 $18.5K <0.01% +77 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: 34 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $18.4K <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: 238 shares; 2024Q4: 849 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 221 shares; 2025Q4: 237 shares; 2026Q1: 257 shares 257 $18.3K <0.01% +20 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 56 shares; 2026Q1: 59 shares 59 $18.3K <0.01% +3 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 380 shares; 2026Q1: 188 shares 188 $18.2K <0.01% -192 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 31 shares; 2025Q3: 67 shares; 2025Q4: 113 shares; 2026Q1: 110 shares 110 $18.1K <0.01% -3 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: 317 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 217 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 261 shares 261 $17.6K <0.01% +76 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 317 shares; 2025Q4: 321 shares; 2026Q1: 357 shares 357 $17.4K <0.01% +36 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: 21 shares; 2024Q4: 49 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 93 shares; 2026Q1: 94 shares 94 $17K <0.01% +1 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 137 shares; 2026Q1: 136 shares 136 $17K <0.01% -1 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 314 shares; 2025Q3: 297 shares; 2025Q4: 197 shares; 2026Q1: 217 shares 217 $16.7K <0.01% +20 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares 138 $16.7K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $16.6K <0.01% 0 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: 393 shares; 2024Q4: 395 shares; 2025Q1: 396 shares; 2025Q2: 397 shares; 2025Q3: 398 shares; 2025Q4: 399 shares; 2026Q1: 399 shares 399 $16.6K <0.01% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $16.5K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,604 shares; 2024Q4: 84 shares; 2025Q1: 74 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 74 shares 74 $16.4K <0.01% -1 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $16.4K <0.01% 0 Timeline EEMV 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: 244 shares; 2025Q3: 244 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $16K <0.01% 0 Timeline PFF 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $15.8K <0.01% 0 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: 35 shares; 2024Q4: 44 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 43 shares; 2025Q4: 34 shares; 2026Q1: 45 shares 45 $15.3K <0.01% +11 Timeline REGL 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: 9 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $15.3K <0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $15K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 65 shares; 2026Q1: 54 shares 54 $15K <0.01% -11 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $14.9K <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: not reported; 2025Q4: 8 shares; 2026Q1: 80 shares 80 $14.8K <0.01% +72 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 754 shares; 2025Q4: 756 shares; 2026Q1: 777 shares 777 $14.7K <0.01% +21 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $14.2K <0.01% 0 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $14.2K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $14K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 237 shares 237 $13.9K <0.01% new 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: 2,286 shares; 2024Q4: 2,463 shares; 2025Q1: 2,422 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 53 shares; 2026Q1: 57 shares 57 $13.9K <0.01% +4 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 3 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $13.8K <0.01% 0 Timeline