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: 245,899 shares; 2024Q4: 257,545 shares; 2025Q1: 259,096 shares; 2025Q2: 270,890 shares; 2025Q3: 265,295 shares; 2025Q4: 270,276 shares; 2026Q1: 240,369 shares 240,369 $41.9M 6.89% -29,907 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,096 shares; 2025Q1: 81,566 shares; 2025Q2: 79,336 shares; 2025Q3: 83,611 shares; 2025Q4: 94,008 shares; 2026Q1: 89,477 shares 89,477 $22.7M 3.73% -4,531 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: 75,166 shares; 2024Q4: 76,863 shares; 2025Q1: 83,250 shares; 2025Q2: 82,912 shares; 2025Q3: 84,941 shares; 2025Q4: 97,716 shares; 2026Q1: 105,500 shares 105,500 $22M 3.61% +7,784 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: 28,588 shares; 2024Q4: 31,034 shares; 2025Q1: 38,266 shares; 2025Q2: 44,600 shares; 2025Q3: 45,182 shares; 2025Q4: 48,217 shares; 2026Q1: 47,850 shares 47,850 $18.3M 3.02% -367 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: 14,344 shares; 2024Q4: 15,565 shares; 2025Q1: 20,235 shares; 2025Q2: 23,507 shares; 2025Q3: 23,530 shares; 2025Q4: 26,423 shares; 2026Q1: 27,685 shares 27,685 $16M 2.63% +1,262 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: 29,954 shares; 2024Q4: 30,431 shares; 2025Q1: 33,004 shares; 2025Q2: 33,916 shares; 2025Q3: 34,839 shares; 2025Q4: 36,339 shares; 2026Q1: 41,874 shares 41,874 $15.5M 2.55% +5,535 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: 28,179 shares; 2024Q4: 31,255 shares; 2025Q1: 39,295 shares; 2025Q2: 41,068 shares; 2025Q3: 56,500 shares; 2025Q4: 60,739 shares; 2026Q1: 50,699 shares 50,699 $14.5M 2.39% -10,040 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: 11,333 shares; 2024Q4: 13,516 shares; 2025Q1: 17,253 shares; 2025Q2: 18,318 shares; 2025Q3: 23,868 shares; 2025Q4: 23,653 shares; 2026Q1: 24,910 shares 24,910 $14.3M 2.34% +1,257 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: 27,809 shares; 2024Q4: 30,072 shares; 2025Q1: 40,427 shares; 2025Q2: 43,855 shares; 2025Q3: 46,655 shares; 2025Q4: 49,939 shares; 2026Q1: 44,917 shares 44,917 $13.9M 2.29% -5,022 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: 19,887 shares; 2024Q4: 21,258 shares; 2025Q1: 25,890 shares; 2025Q2: 27,298 shares; 2025Q3: 27,589 shares; 2025Q4: 29,346 shares; 2026Q1: 34,276 shares 34,276 $13.4M 2.2% +4,930 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: 84,942 shares; 2024Q4: 80,684 shares; 2025Q1: 82,675 shares; 2025Q2: 113,208 shares; 2025Q3: 95,649 shares; 2025Q4: 82,186 shares; 2026Q1: 89,462 shares 89,462 $13.1M 2.15% +7,276 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: 9,011 shares; 2024Q4: 10,115 shares; 2025Q1: 13,044 shares; 2025Q2: 14,799 shares; 2025Q3: 15,270 shares; 2025Q4: 17,328 shares; 2026Q1: 18,087 shares 18,087 $11.8M 1.94% +759 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: 9,599 shares; 2024Q4: 14,297 shares; 2025Q1: 25,426 shares; 2025Q2: 32,905 shares; 2025Q3: 34,386 shares; 2025Q4: 76,097 shares; 2026Q1: 77,614 shares 77,614 $10.3M 1.7% +1,517 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,640 shares; 2024Q4: 53,666 shares; 2025Q1: 73,075 shares; 2025Q2: 85,375 shares; 2025Q3: 89,476 shares; 2025Q4: 99,153 shares; 2026Q1: 101,862 shares 101,862 $10.2M 1.67% +2,709 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: 10,205 shares; 2024Q4: 12,017 shares; 2025Q1: 15,724 shares; 2025Q2: 17,406 shares; 2025Q3: 17,712 shares; 2025Q4: 19,616 shares; 2026Q1: 22,299 shares 22,299 $9.74M 1.6% +2,683 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: 24,370 shares; 2024Q4: 21,316 shares; 2025Q1: 26,037 shares; 2025Q2: 31,426 shares; 2025Q3: 24,072 shares; 2025Q4: 26,063 shares; 2026Q1: 24,814 shares 24,814 $9.22M 1.52% -1,249 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: 4,940 shares; 2024Q4: 13,147 shares; 2025Q1: 28,754 shares; 2025Q2: 35,540 shares; 2025Q3: 35,995 shares; 2025Q4: 42,377 shares; 2026Q1: 58,215 shares 58,215 $8.56M 1.41% +15,838 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,579 shares; 2024Q4: 14,141 shares; 2025Q1: 20,954 shares; 2025Q2: 24,675 shares; 2025Q3: 26,109 shares; 2025Q4: 29,181 shares; 2026Q1: 30,962 shares 30,962 $7.97M 1.31% +1,781 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: 11,147 shares; 2024Q4: 13,754 shares; 2025Q1: 21,402 shares; 2025Q2: 25,292 shares; 2025Q3: 26,212 shares; 2025Q4: 26,984 shares; 2026Q1: 25,974 shares 25,974 $7.85M 1.29% -1,010 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 220 shares; 2026Q1: 83,671 shares 83,671 $6.7M 1.1% +83,451 Timeline IOO 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: 37,491 shares; 2024Q4: 43,110 shares; 2025Q1: 53,493 shares; 2025Q2: 57,610 shares; 2025Q3: 56,797 shares; 2025Q4: 56,395 shares; 2026Q1: 54,357 shares 54,357 $6.58M 1.08% -2,038 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,535 shares; 2024Q4: 102,479 shares; 2025Q1: 153,794 shares; 2025Q2: 130,145 shares; 2025Q3: 120,644 shares; 2025Q4: 119,884 shares; 2026Q1: 118,016 shares 118,016 $6.55M 1.08% -1,868 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,249 shares; 2025Q1: 11,089 shares; 2025Q2: 20,141 shares; 2025Q3: 24,500 shares; 2025Q4: 31,022 shares; 2026Q1: 41,718 shares 41,718 $6.29M 1.03% +10,696 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: not reported; 2024Q4: 6,002 shares; 2025Q1: 19,499 shares; 2025Q2: 48,489 shares; 2025Q3: 52,053 shares; 2025Q4: 54,186 shares; 2026Q1: 60,533 shares 60,533 $6M 0.99% +6,347 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: 31,030 shares; 2024Q4: 40,233 shares; 2025Q1: 51,051 shares; 2025Q2: 56,176 shares; 2025Q3: 48,786 shares; 2025Q4: 49,180 shares; 2026Q1: 47,920 shares 47,920 $5.96M 0.98% -1,260 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: 2,127 shares; 2024Q4: 2,207 shares; 2025Q1: 3,715 shares; 2025Q2: 5,628 shares; 2025Q3: 5,887 shares; 2025Q4: 92,223 shares; 2026Q1: 61,912 shares 61,912 $5.95M 0.98% -30,311 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: 4,773 shares; 2024Q4: 5,201 shares; 2025Q1: 27,705 shares; 2025Q2: 362,310 shares; 2025Q3: 64,947 shares; 2025Q4: 79,415 shares; 2026Q1: 115,523 shares 115,523 $5.85M 0.96% +36,108 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: 6,250 shares; 2025Q3: 4,362 shares; 2025Q4: 43,211 shares; 2026Q1: 70,427 shares 70,427 $5.46M 0.9% +27,216 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: 37,101 shares; 2024Q4: 44,735 shares; 2025Q1: 26,767 shares; 2025Q2: 29,434 shares; 2025Q3: 31,032 shares; 2025Q4: 14,881 shares; 2026Q1: 26,487 shares 26,487 $5.39M 0.89% +11,606 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,560 shares; 2025Q1: 9,348 shares; 2025Q2: 16,916 shares; 2025Q3: 19,762 shares; 2025Q4: 24,364 shares; 2026Q1: 25,962 shares 25,962 $5.36M 0.88% +1,598 Timeline QYLD 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: 332,264 shares; 2024Q4: 374,852 shares; 2025Q1: 533,380 shares; 2025Q2: 379,437 shares; 2025Q3: 327,275 shares; 2025Q4: 307,442 shares; 2026Q1: 305,009 shares 305,009 $5.23M 0.86% -2,433 Timeline XYLD 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: 138,819 shares; 2024Q4: 155,868 shares; 2025Q1: 221,627 shares; 2025Q2: 174,770 shares; 2025Q3: 147,391 shares; 2025Q4: 134,200 shares; 2026Q1: 132,201 shares 132,201 $5.17M 0.85% -1,999 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,923 shares; 2025Q1: 3,126 shares; 2025Q2: 5,072 shares; 2025Q3: 6,432 shares; 2025Q4: 9,340 shares; 2026Q1: 10,275 shares 10,275 $4.92M 0.81% +935 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: 4,935 shares; 2024Q4: 5,310 shares; 2025Q1: 6,147 shares; 2025Q2: 6,951 shares; 2025Q3: 10,355 shares; 2025Q4: 6,077 shares; 2026Q1: 5,184 shares 5,184 $4.77M 0.78% -893 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: 21,004 shares; 2024Q4: 5,793 shares; 2025Q1: 20,950 shares; 2025Q2: 17,735 shares; 2025Q3: 36,946 shares; 2025Q4: 51,875 shares; 2026Q1: 64,572 shares 64,572 $4.64M 0.76% +12,697 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: 9,407 shares; 2025Q2: 11,795 shares; 2025Q3: 12,956 shares; 2025Q4: 14,303 shares; 2026Q1: 14,997 shares 14,997 $4.26M 0.7% +694 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: 14,342 shares; 2024Q4: 12,721 shares; 2025Q1: 13,112 shares; 2025Q2: 13,856 shares; 2025Q3: 13,441 shares; 2025Q4: 16,137 shares; 2026Q1: 14,766 shares 14,766 $4.25M 0.7% -1,371 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,912 shares; 2025Q1: 2,102 shares; 2025Q2: 2,785 shares; 2025Q3: 10,093 shares; 2025Q4: 13,122 shares; 2026Q1: 16,893 shares 16,893 $4.09M 0.67% +3,771 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: 27,122 shares; 2024Q4: 40,574 shares; 2025Q1: 56,156 shares; 2025Q2: 60,639 shares; 2025Q3: 62,996 shares; 2025Q4: 77,660 shares; 2026Q1: 79,695 shares 79,695 $3.93M 0.65% +2,035 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: 4,290 shares; 2024Q4: 4,481 shares; 2025Q1: 4,422 shares; 2025Q2: 26,240 shares; 2025Q3: 40,966 shares; 2025Q4: 48,592 shares; 2026Q1: 50,476 shares 50,476 $3.92M 0.64% +1,884 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: 10,980 shares; 2024Q4: 22,800 shares; 2025Q1: 20,036 shares; 2025Q2: 74,122 shares; 2025Q3: 87,102 shares; 2025Q4: 26,571 shares; 2026Q1: 58,828 shares 58,828 $3.88M 0.64% +32,257 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: 3,579 shares; 2024Q4: 4,242 shares; 2025Q1: 4,377 shares; 2025Q2: 6,689 shares; 2025Q3: 3,925 shares; 2025Q4: 3,831 shares; 2026Q1: 3,870 shares 3,870 $3.86M 0.63% +39 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,089 shares; 2024Q4: 78,960 shares; 2025Q1: 83,450 shares; 2025Q2: 72,310 shares; 2025Q3: 67,080 shares; 2025Q4: 66,019 shares; 2026Q1: 66,086 shares 66,086 $3.75M 0.62% +67 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: 431 shares; 2024Q4: 447 shares; 2025Q1: 1,439 shares; 2025Q2: 1,395 shares; 2025Q3: 1,617 shares; 2025Q4: 1,889 shares; 2026Q1: 4,166 shares 4,166 $3.64M 0.6% +2,277 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,659 shares; 2024Q4: 26,166 shares; 2025Q1: 46,546 shares; 2025Q2: 52,141 shares; 2025Q3: 58,535 shares; 2025Q4: 90,145 shares; 2026Q1: 22,938 shares 22,938 $3.47M 0.57% -67,207 Timeline SDIV 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: 84,100 shares; 2024Q4: 102,608 shares; 2025Q1: 123,977 shares; 2025Q2: 129,172 shares; 2025Q3: 133,511 shares; 2025Q4: 135,672 shares; 2026Q1: 137,181 shares 137,181 $3.47M 0.57% +1,509 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: 292 shares; 2024Q4: 356 shares; 2025Q1: 1,936 shares; 2025Q2: 3,819 shares; 2025Q3: 5,876 shares; 2025Q4: 44,655 shares; 2026Q1: 31,269 shares 31,269 $3.27M 0.54% -13,386 Timeline QQQI 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: 11,307 shares; 2024Q4: 12,510 shares; 2025Q1: 27,425 shares; 2025Q2: 37,670 shares; 2025Q3: 44,985 shares; 2025Q4: 61,708 shares; 2026Q1: 65,462 shares 65,462 $3.25M 0.53% +3,754 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: 13,861 shares; 2024Q4: 13,432 shares; 2025Q1: 5,019 shares; 2025Q2: 4,810 shares; 2025Q3: 4,911 shares; 2025Q4: 4,534 shares; 2026Q1: 9,572 shares 9,572 $3.23M 0.53% +5,038 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: 4,429 shares; 2024Q4: 4,389 shares; 2025Q1: 4,182 shares; 2025Q2: 4,488 shares; 2025Q3: 4,091 shares; 2025Q4: 4,980 shares; 2026Q1: 4,819 shares 4,819 $3.13M 0.52% -161 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,838 shares; 2025Q4: 68,108 shares; 2026Q1: 74,179 shares 74,179 $3.01M 0.49% +6,071 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 774 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 3,224 shares; 2025Q4: 38,451 shares; 2026Q1: 27,662 shares 27,662 $2.87M 0.47% -10,789 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: 7,412 shares; 2024Q4: 7,866 shares; 2025Q1: 7,571 shares; 2025Q2: 7,182 shares; 2025Q3: 7,085 shares; 2025Q4: 6,832 shares; 2026Q1: 6,724 shares 6,724 $2.87M 0.47% -108 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: 16,468 shares; 2024Q4: 26,708 shares; 2025Q1: 36,181 shares; 2025Q2: 37,873 shares; 2025Q3: 36,239 shares; 2025Q4: 37,667 shares; 2026Q1: 37,453 shares 37,453 $2.85M 0.47% -214 Timeline KQQQ KURV ETF TR More: the full row for KURV 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: 16,893 shares; 2026Q1: 109,878 shares 109,878 $2.65M 0.44% +92,985 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: 18,276 shares; 2024Q4: 17,392 shares; 2025Q1: 16,454 shares; 2025Q2: 18,421 shares; 2025Q3: 17,845 shares; 2025Q4: 22,224 shares; 2026Q1: 15,608 shares 15,608 $2.65M 0.44% -6,616 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: 7,059 shares; 2024Q4: 7,750 shares; 2025Q1: 9,398 shares; 2025Q2: 8,361 shares; 2025Q3: 8,005 shares; 2025Q4: 7,755 shares; 2026Q1: 7,920 shares 7,920 $2.6M 0.43% +165 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: 2,489 shares; 2024Q4: 2,579 shares; 2025Q1: 2,173 shares; 2025Q2: 2,123 shares; 2025Q3: 2,110 shares; 2025Q4: 4,366 shares; 2026Q1: 8,356 shares 8,356 $2.6M 0.43% +3,990 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,880 shares; 2025Q1: 20,911 shares; 2025Q2: 46,028 shares; 2025Q3: 55,851 shares; 2025Q4: 56,382 shares; 2026Q1: 55,248 shares 55,248 $2.58M 0.42% -1,134 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: 436 shares; 2024Q4: 631 shares; 2025Q1: 1,531 shares; 2025Q2: 3,083 shares; 2025Q3: 1,785 shares; 2025Q4: 3,127 shares; 2026Q1: 14,292 shares 14,292 $2.5M 0.41% +11,165 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,565 shares; 2025Q1: 50,428 shares; 2025Q2: 56,479 shares; 2025Q3: 78,903 shares; 2025Q4: 96,947 shares; 2026Q1: 110,013 shares 110,013 $2.33M 0.38% +13,066 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,182 shares; 2024Q4: 94,117 shares; 2025Q1: 103,783 shares; 2025Q2: 98,109 shares; 2025Q3: 98,884 shares; 2025Q4: 103,750 shares; 2026Q1: 105,459 shares 105,459 $2.3M 0.38% +1,709 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,748 shares; 2024Q4: 74,319 shares; 2025Q1: 92,079 shares; 2025Q2: 89,624 shares; 2025Q3: 95,434 shares; 2025Q4: 102,284 shares; 2026Q1: 103,367 shares 103,367 $2.1M 0.35% +1,083 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,384 shares; 2025Q3: 38,018 shares; 2025Q4: 49,517 shares; 2026Q1: 48,190 shares 48,190 $2.08M 0.34% -1,327 Timeline RYLD 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: 127,564 shares; 2024Q4: 169,278 shares; 2025Q1: 197,463 shares; 2025Q2: 143,028 shares; 2025Q3: 135,990 shares; 2025Q4: 138,696 shares; 2026Q1: 137,381 shares 137,381 $2.05M 0.34% -1,315 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,502 shares; 2025Q1: 5,463 shares; 2025Q2: 11,260 shares; 2025Q3: 11,193 shares; 2025Q4: 9,942 shares; 2026Q1: 9,538 shares 9,538 $1.97M 0.32% -404 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 588 shares; 2025Q4: 593 shares; 2026Q1: 4,902 shares 4,902 $1.94M 0.32% +4,309 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: 3,419 shares; 2024Q4: 10,920 shares; 2025Q1: 10,278 shares; 2025Q2: 9,643 shares; 2025Q3: 9,674 shares; 2025Q4: 8,613 shares; 2026Q1: 8,735 shares 8,735 $1.9M 0.31% +122 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: 7,768 shares; 2024Q4: 8,636 shares; 2025Q1: 12,933 shares; 2025Q2: 19,896 shares; 2025Q3: 65,516 shares; 2025Q4: 50,348 shares; 2026Q1: 48,229 shares 48,229 $1.85M 0.3% -2,119 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: 47,237 shares; 2024Q4: 77,088 shares; 2025Q1: 29,725 shares; 2025Q2: 72,805 shares; 2025Q3: 65,538 shares; 2025Q4: 88,447 shares; 2026Q1: 95,876 shares 95,876 $1.85M 0.3% +7,429 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: 10,012 shares; 2024Q4: 12,983 shares; 2025Q1: 12,663 shares; 2025Q2: 10,874 shares; 2025Q3: 10,349 shares; 2025Q4: 10,184 shares; 2026Q1: 14,097 shares 14,097 $1.85M 0.3% +3,913 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,203 shares; 2025Q1: 4,528 shares; 2025Q2: 3,576 shares; 2025Q3: 3,642 shares; 2025Q4: 3,548 shares; 2026Q1: 3,478 shares 3,478 $1.82M 0.3% -70 Timeline IDV 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: 78,542 shares; 2024Q4: 75,067 shares; 2025Q1: 74,231 shares; 2025Q2: 58,618 shares; 2025Q3: 53,314 shares; 2025Q4: 46,458 shares; 2026Q1: 42,669 shares 42,669 $1.82M 0.3% -3,789 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,710 shares; 2025Q4: 132,874 shares; 2026Q1: 204,972 shares 204,972 $1.8M 0.3% +72,098 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: 552 shares; 2024Q4: 698 shares; 2025Q1: 703 shares; 2025Q2: 5,485 shares; 2025Q3: 863 shares; 2025Q4: 893 shares; 2026Q1: 6,434 shares 6,434 $1.8M 0.3% +5,541 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,581 shares; 2025Q1: 2,657 shares; 2025Q2: 2,475 shares; 2025Q3: 2,327 shares; 2025Q4: 6,784 shares; 2026Q1: 7,319 shares 7,319 $1.79M 0.29% +535 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,220 shares; 2025Q1: 758 shares; 2025Q2: 6,399 shares; 2025Q3: 7,762 shares; 2025Q4: 8,085 shares; 2026Q1: 6,435 shares 6,435 $1.74M 0.29% -1,650 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: 5,831 shares; 2024Q4: 8,554 shares; 2025Q1: 9,127 shares; 2025Q2: 9,058 shares; 2025Q3: 9,527 shares; 2025Q4: 10,846 shares; 2026Q1: 10,640 shares 10,640 $1.7M 0.28% -206 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: 7,295 shares; 2024Q4: 8,015 shares; 2025Q1: 9,685 shares; 2025Q2: 10,660 shares; 2025Q3: 1,083 shares; 2025Q4: 11,330 shares; 2026Q1: 11,474 shares 11,474 $1.66M 0.27% +144 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: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 38 shares; 2026Q1: 5,503 shares 5,503 $1.53M 0.25% +5,465 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,284 shares; 2025Q1: 3,688 shares; 2025Q2: 6,606 shares; 2025Q3: 4,555 shares; 2025Q4: 5,742 shares; 2026Q1: 7,674 shares 7,674 $1.53M 0.25% +1,932 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: 2,883 shares; 2025Q2: 3,026 shares; 2025Q3: 3,197 shares; 2025Q4: 5,369 shares; 2026Q1: 7,785 shares 7,785 $1.5M 0.25% +2,416 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: 107 shares; 2024Q4: 1,458 shares; 2025Q1: 1,724 shares; 2025Q2: 2,793 shares; 2025Q3: 6,076 shares; 2025Q4: 11,513 shares; 2026Q1: 11,375 shares 11,375 $1.49M 0.24% -138 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: 16,527 shares; 2024Q4: 20,407 shares; 2025Q1: 18,335 shares; 2025Q2: 19,467 shares; 2025Q3: 18,158 shares; 2025Q4: 27,409 shares; 2026Q1: 29,081 shares 29,081 $1.46M 0.24% +1,672 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 6,311 shares; 2025Q4: 10,384 shares; 2026Q1: 26,818 shares 26,818 $1.46M 0.24% +16,434 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: 2,000 shares; 2025Q1: 21,455 shares; 2025Q2: 33,512 shares; 2025Q3: 8,445 shares; 2025Q4: 8,358 shares; 2026Q1: 11,451 shares 11,451 $1.41M 0.23% +3,093 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,276 shares; 2025Q1: 6,641 shares; 2025Q2: 6,596 shares; 2025Q3: 6,379 shares; 2025Q4: 8,450 shares; 2026Q1: 8,686 shares 8,686 $1.39M 0.23% +236 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: 6,338 shares; 2025Q1: 6,448 shares; 2025Q2: 773 shares; 2025Q3: 9,248 shares; 2025Q4: 8,998 shares; 2026Q1: 10,973 shares 10,973 $1.37M 0.23% +1,975 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: 1,578 shares; 2024Q4: 1,471 shares; 2025Q1: 1,492 shares; 2025Q2: 1,625 shares; 2025Q3: 1,778 shares; 2025Q4: 2,702 shares; 2026Q1: 3,006 shares 3,006 $1.29M 0.21% +304 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: 6,664 shares; 2024Q4: 5,298 shares; 2025Q1: 4,871 shares; 2025Q2: 4,828 shares; 2025Q3: 4,434 shares; 2025Q4: 4,196 shares; 2026Q1: 3,875 shares 3,875 $1.26M 0.21% -321 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: 2,987 shares; 2024Q4: 2,772 shares; 2025Q1: 2,673 shares; 2025Q2: 2,642 shares; 2025Q3: 2,590 shares; 2025Q4: 5,431 shares; 2026Q1: 5,380 shares 5,380 $1.24M 0.2% -51 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,137 shares; 2025Q1: 1,117 shares; 2025Q2: 4,769 shares; 2025Q3: 642 shares; 2025Q4: 921 shares; 2026Q1: 3,545 shares 3,545 $1.2M 0.2% +2,624 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: 5,992 shares; 2024Q4: 6,302 shares; 2025Q1: 9,878 shares; 2025Q2: 16,494 shares; 2025Q3: 11,272 shares; 2025Q4: 9,486 shares; 2026Q1: 9,953 shares 9,953 $1.18M 0.19% +467 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: 5,484 shares; 2024Q4: 5,919 shares; 2025Q1: 5,904 shares; 2025Q2: 9,323 shares; 2025Q3: 5,856 shares; 2025Q4: 8,883 shares; 2026Q1: 3,953 shares 3,953 $1.16M 0.19% -4,930 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,731 shares; 2025Q4: 19,203 shares; 2026Q1: 23,321 shares 23,321 $1.15M 0.19% +4,118 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: 976 shares; 2024Q4: 976 shares; 2025Q1: 1,440 shares; 2025Q2: 3,229 shares; 2025Q3: 2,506 shares; 2025Q4: 1,999 shares; 2026Q1: 1,345 shares 1,345 $1.14M 0.19% -654 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,612 shares; 2025Q2: 3,189 shares; 2025Q3: 10,501 shares; 2025Q4: 19,326 shares; 2026Q1: 22,472 shares 22,472 $1.12M 0.18% +3,146 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 255 shares; 2025Q2: 256 shares; 2025Q3: 195 shares; 2025Q4: 257 shares; 2026Q1: 7,909 shares 7,909 $1.1M 0.18% +7,652 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: 76,611 shares; 2024Q4: 114,068 shares; 2025Q1: 156,826 shares; 2025Q2: 287,153 shares; 2025Q3: 301,313 shares; 2025Q4: 38,431 shares; 2026Q1: 37,802 shares 37,802 $1.1M 0.18% -629 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,250 shares; 2025Q1: 7,650 shares; 2025Q2: 14,362 shares; 2025Q3: 14,780 shares; 2025Q4: 13,655 shares; 2026Q1: 21,964 shares 21,964 $1.09M 0.18% +8,309 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: 3,121 shares; 2024Q4: 365 shares; 2025Q1: 5,956 shares; 2025Q2: 7,531 shares; 2025Q3: 8,777 shares; 2025Q4: 8,549 shares; 2026Q1: 8,586 shares 8,586 $1.08M 0.18% +37 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,188 shares; 2024Q4: 26,812 shares; 2025Q1: 23,713 shares; 2025Q2: 18,536 shares; 2025Q3: 17,854 shares; 2025Q4: 18,787 shares; 2026Q1: 18,825 shares 18,825 $1.03M 0.17% +38 Timeline XSW 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: 7,854 shares; 2024Q4: 7,718 shares; 2025Q1: 7,975 shares; 2025Q2: 7,586 shares; 2025Q3: 7,512 shares; 2025Q4: 7,329 shares; 2026Q1: 7,071 shares 7,071 $1.01M 0.17% -258 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,800 shares; 2026Q1: 42,042 shares 42,042 $998K 0.16% +38,242 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 823 shares; 2025Q1: 641 shares; 2025Q2: 576 shares; 2025Q3: 565 shares; 2025Q4: 583 shares; 2026Q1: 1,644 shares 1,644 $993K 0.16% +1,061 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 2,929 shares; 2025Q1: 3,187 shares; 2025Q2: 2,817 shares; 2025Q3: 2,776 shares; 2025Q4: 2,504 shares; 2026Q1: 2,122 shares 2,122 $983K 0.16% -382 Timeline DGRO 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: 22,499 shares; 2024Q4: 22,518 shares; 2025Q1: 20,087 shares; 2025Q2: 25,420 shares; 2025Q3: 25,023 shares; 2025Q4: 15,579 shares; 2026Q1: 13,794 shares 13,794 $968K 0.16% -1,785 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE 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: 11,195 shares; 2025Q3: 24,066 shares; 2025Q4: 34,611 shares; 2026Q1: 42,740 shares 42,740 $964K 0.16% +8,129 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,803 shares; 2025Q1: 2,448 shares; 2025Q2: 2,710 shares; 2025Q3: 2,424 shares; 2025Q4: 2,284 shares; 2026Q1: 3,179 shares 3,179 $962K 0.16% +895 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: 3,863 shares; 2024Q4: 4,391 shares; 2025Q1: 4,330 shares; 2025Q2: 4,626 shares; 2025Q3: 672 shares; 2025Q4: 572 shares; 2026Q1: 1,346 shares 1,346 $953K 0.16% +774 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,969 shares; 2025Q3: 115,583 shares; 2025Q4: 164,770 shares; 2026Q1: 52,621 shares 52,621 $948K 0.16% -112,149 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,708 shares 1,708 $928K 0.15% +668 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,105 shares; 2024Q4: 150,322 shares; 2025Q1: 143,176 shares; 2025Q2: 127,603 shares; 2025Q3: 109,954 shares; 2025Q4: 105,426 shares; 2026Q1: 98,888 shares 98,888 $926K 0.15% -6,538 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 2,779 shares; 2025Q1: 2,007 shares; 2025Q2: 2,021 shares; 2025Q3: 2,028 shares; 2025Q4: 2,933 shares; 2026Q1: 18,291 shares 18,291 $920K 0.15% +15,358 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: 2,039 shares; 2024Q4: 2,166 shares; 2025Q1: 1,683 shares; 2025Q2: 2,401 shares; 2025Q3: 2,055 shares; 2025Q4: 3,390 shares; 2026Q1: 3,013 shares 3,013 $911K 0.15% -377 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 12,274 shares 12,274 $892K 0.15% +12,216 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: 1,560 shares; 2024Q4: 542 shares; 2025Q1: 3,407 shares; 2025Q2: 26,107 shares; 2025Q3: 25,402 shares; 2025Q4: 6,453 shares; 2026Q1: 6,122 shares 6,122 $889K 0.15% -331 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 8,247 shares; 2025Q1: 9,960 shares; 2025Q2: 9,887 shares; 2025Q3: 9,668 shares; 2025Q4: 10,173 shares; 2026Q1: 9,417 shares 9,417 $875K 0.14% -756 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: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 2,459 shares 2,459 $849K 0.14% +2,443 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 239 shares; 2025Q3: 239 shares; 2025Q4: 10,561 shares; 2026Q1: 10,257 shares 10,257 $840K 0.14% -304 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 6,200 shares; 2025Q1: 6,830 shares; 2025Q2: 6,730 shares; 2025Q3: 6,730 shares; 2025Q4: 7,715 shares; 2026Q1: 7,607 shares 7,607 $834K 0.14% -108 Timeline DLN 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: 11,527 shares; 2024Q4: 10,032 shares; 2025Q1: 9,881 shares; 2025Q2: 10,032 shares; 2025Q3: 9,951 shares; 2025Q4: 9,202 shares; 2026Q1: 9,136 shares 9,136 $816K 0.13% -66 Timeline IWMI 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: 672 shares; 2025Q2: 1,728 shares; 2025Q3: 3,018 shares; 2025Q4: 15,129 shares; 2026Q1: 16,460 shares 16,460 $780K 0.13% +1,331 Timeline DEM 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: 44,487 shares; 2024Q4: 36,940 shares; 2025Q1: 34,696 shares; 2025Q2: 22,312 shares; 2025Q3: 18,342 shares; 2025Q4: 15,971 shares; 2026Q1: 15,255 shares 15,255 $758K 0.12% -716 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 167 shares; 2025Q3: 168 shares; 2025Q4: 2,793 shares; 2026Q1: 2,604 shares 2,604 $747K 0.12% -189 Timeline KGLD KURV ETF TR More: the full row for KURV 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: 1,650 shares; 2026Q1: 22,695 shares 22,695 $739K 0.12% +21,045 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 10,218 shares; 2026Q1: 18,329 shares 18,329 $730K 0.12% +8,111 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: 3,566 shares; 2024Q4: 3,530 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 10,505 shares 10,505 $710K 0.12% +7,000 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: not reported; 2024Q4: 4,078 shares; 2025Q1: 4,334 shares; 2025Q2: 8,521 shares; 2025Q3: 3,338 shares; 2025Q4: 7,229 shares; 2026Q1: 7,211 shares 7,211 $695K 0.11% -18 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: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,662 shares; 2025Q4: 4,355 shares; 2026Q1: 3,242 shares 3,242 $693K 0.11% -1,113 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: 4,402 shares; 2024Q4: 4,219 shares; 2025Q1: 3,088 shares; 2025Q2: 2,674 shares; 2025Q3: 2,691 shares; 2025Q4: 2,708 shares; 2026Q1: 2,721 shares 2,721 $672K 0.11% +13 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: 1,350 shares; 2024Q4: 1,915 shares; 2025Q1: 5,901 shares; 2025Q2: 4,308 shares; 2025Q3: 2,015 shares; 2025Q4: 1,790 shares; 2026Q1: 4,453 shares 4,453 $669K 0.11% +2,663 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,376 shares; 2025Q1: 3,275 shares; 2025Q2: 3,313 shares; 2025Q3: 3,328 shares; 2025Q4: 3,955 shares; 2026Q1: 4,044 shares 4,044 $669K 0.11% +89 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: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 6,992 shares 6,992 $641K 0.11% +6,916 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,685 shares; 2025Q3: 74,815 shares; 2025Q4: 74,815 shares; 2026Q1: 49,899 shares 49,899 $613K 0.1% -24,916 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 253 shares; 2025Q1: 245 shares; 2025Q2: 10,186 shares; 2025Q3: 9,943 shares; 2025Q4: 9,714 shares; 2026Q1: 10,886 shares 10,886 $581K 0.1% +1,172 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 2,111 shares; 2025Q1: 2,547 shares; 2025Q2: 3,318 shares; 2025Q3: 3,323 shares; 2025Q4: 10,649 shares; 2026Q1: 10,798 shares 10,798 $572K 0.09% +149 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 898 shares; 2025Q2: 974 shares; 2025Q3: 1,142 shares; 2025Q4: 1,050 shares; 2026Q1: 944 shares 944 $564K 0.09% -106 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 2,255 shares; 2025Q3: 2,168 shares; 2025Q4: 1,715 shares; 2026Q1: 4,014 shares 4,014 $563K 0.09% +2,299 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,109 shares; 2025Q1: 2,550 shares; 2025Q2: 3,271 shares; 2025Q3: 3,292 shares; 2025Q4: 3,034 shares; 2026Q1: 9,159 shares 9,159 $560K 0.09% +6,125 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 6,555 shares; 2025Q4: 15,562 shares; 2026Q1: 20,534 shares 20,534 $557K 0.09% +4,972 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: not reported; 2025Q4: 13,645 shares; 2026Q1: 23,358 shares 23,358 $549K 0.09% +9,713 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: 3,030 shares; 2025Q1: 3,008 shares; 2025Q2: 15,352 shares; 2025Q3: 14,905 shares; 2025Q4: 14,765 shares; 2026Q1: 14,300 shares 14,300 $546K 0.09% -465 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 1,430 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 946 shares 946 $533K 0.09% +901 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,915 shares; 2025Q1: 24,915 shares; 2025Q2: 47,915 shares; 2025Q3: 41,950 shares; 2025Q4: 64,900 shares; 2026Q1: 65,144 shares 65,144 $532K 0.09% +244 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: 4,042 shares; 2024Q4: 1,224 shares; 2025Q1: 725 shares; 2025Q2: 625 shares; 2025Q3: 1,325 shares; 2025Q4: 2,687 shares; 2026Q1: 2,098 shares 2,098 $526K 0.09% -589 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,045 shares; 2025Q1: 2,020 shares; 2025Q2: 1,558 shares; 2025Q3: 1,508 shares; 2025Q4: 1,435 shares; 2026Q1: 1,499 shares 1,499 $512K 0.08% +64 Timeline OMER OMEROS CORP More: the full row for OMEROS 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: 93,420 shares; 2025Q3: 134,510 shares; 2025Q4: 34,310 shares; 2026Q1: 47,710 shares 47,710 $504K 0.08% +13,400 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: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 11,115 shares 11,115 $503K 0.08% +10,060 Timeline IWL 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: 4,815 shares; 2025Q1: 3,925 shares; 2025Q2: 3,500 shares; 2025Q3: 3,355 shares; 2025Q4: 3,343 shares; 2026Q1: 3,083 shares 3,083 $495K 0.08% -260 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,148 shares; 2025Q2: 2,132 shares; 2025Q3: 2,150 shares; 2025Q4: 1,883 shares; 2026Q1: 3,183 shares 3,183 $494K 0.08% +1,300 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 2,926 shares; 2025Q3: 2,955 shares; 2025Q4: 5,619 shares; 2026Q1: 6,611 shares 6,611 $481K 0.08% +992 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 3,084 shares; 2025Q4: 3,281 shares; 2026Q1: 703 shares 703 $479K 0.08% -2,578 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,900 shares 20,900 $444K 0.07% new Timeline XMHQ 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: 9,180 shares; 2024Q4: 9,015 shares; 2025Q1: 6,100 shares; 2025Q2: 4,950 shares; 2025Q3: 4,555 shares; 2025Q4: 4,555 shares; 2026Q1: 4,215 shares 4,215 $436K 0.07% -340 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: 634 shares; 2025Q2: 727 shares; 2025Q3: 823 shares; 2025Q4: 648 shares; 2026Q1: 1,335 shares 1,335 $428K 0.07% +687 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 403 shares; 2025Q3: 350 shares; 2025Q4: 438 shares; 2026Q1: 1,190 shares 1,190 $426K 0.07% +752 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 3,200 shares; 2025Q3: 375 shares; 2025Q4: 738 shares; 2026Q1: 15,247 shares 15,247 $424K 0.07% +14,509 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,613 shares; 2025Q1: 5,176 shares; 2025Q2: 5,191 shares; 2025Q3: 4,995 shares; 2025Q4: 10,681 shares; 2026Q1: 10,455 shares 10,455 $417K 0.07% -226 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: 1,732 shares; 2024Q4: 1,037 shares; 2025Q1: 1,498 shares; 2025Q2: 1,133 shares; 2025Q3: 1,092 shares; 2025Q4: 1,594 shares; 2026Q1: 4,977 shares 4,977 $408K 0.07% +3,383 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: not reported; 2024Q4: 75 shares; 2025Q1: 1,310 shares; 2025Q2: 5,697 shares; 2025Q3: 15 shares; 2025Q4: 1,650 shares; 2026Q1: 4,959 shares 4,959 $405K 0.07% +3,309 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: 780 shares; 2024Q4: 835 shares; 2025Q1: 828 shares; 2025Q2: 812 shares; 2025Q3: 786 shares; 2025Q4: 799 shares; 2026Q1: 1,474 shares 1,474 $392K 0.06% +675 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: not reported; 2025Q1: not reported; 2025Q2: 14,661 shares; 2025Q3: 16,960 shares; 2025Q4: 8,077 shares; 2026Q1: 4,237 shares 4,237 $391K 0.06% -3,840 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: 4,147 shares; 2024Q4: 4,152 shares; 2025Q1: 4,302 shares; 2025Q2: 3,864 shares; 2025Q3: 4,420 shares; 2025Q4: 3,942 shares; 2026Q1: 3,192 shares 3,192 $377K 0.06% -750 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: not reported; 2024Q4: 3,884 shares; 2025Q1: 10,273 shares; 2025Q2: 3,081 shares; 2025Q3: 4,066 shares; 2025Q4: 3,319 shares; 2026Q1: 4,169 shares 4,169 $374K 0.06% +850 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: not reported; 2025Q2: not reported; 2025Q3: 13,759 shares; 2025Q4: 2,631 shares; 2026Q1: 2,719 shares 2,719 $368K 0.06% +88 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: 620 shares; 2024Q4: 673 shares; 2025Q1: 680 shares; 2025Q2: 1,451 shares; 2025Q3: 544 shares; 2025Q4: 495 shares; 2026Q1: 422 shares 422 $366K 0.06% -73 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: 4,017 shares; 2024Q4: 3,276 shares; 2025Q1: 2,728 shares; 2025Q2: 2,864 shares; 2025Q3: 2,574 shares; 2025Q4: 3,006 shares; 2026Q1: 2,911 shares 2,911 $350K 0.06% -95 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: 5,197 shares; 2024Q4: 5,102 shares; 2025Q1: 3,702 shares; 2025Q2: 15,256 shares; 2025Q3: 14,855 shares; 2025Q4: 3,555 shares; 2026Q1: 3,555 shares 3,555 $344K 0.06% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,860 shares; 2025Q1: 1,710 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 1,760 shares; 2026Q1: 1,435 shares 1,435 $342K 0.06% -325 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: not reported; 2024Q4: 2,662 shares; 2025Q1: 2,483 shares; 2025Q2: 2,387 shares; 2025Q3: 2,391 shares; 2025Q4: 2,394 shares; 2026Q1: 2,549 shares 2,549 $328K 0.05% +155 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,784 shares; 2025Q1: 1,636 shares; 2025Q2: 1,756 shares; 2025Q3: 1,691 shares; 2025Q4: 1,705 shares; 2026Q1: 1,662 shares 1,662 $326K 0.05% -43 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: 1,511 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 819 shares; 2026Q1: 812 shares 812 $318K 0.05% -7 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,904 shares; 2025Q1: 14,434 shares; 2025Q2: 20,608 shares; 2025Q3: 14,777 shares; 2025Q4: 16,890 shares; 2026Q1: 11,084 shares 11,084 $311K 0.05% -5,806 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,032 shares; 2025Q1: 8,582 shares; 2025Q2: 10,682 shares; 2025Q3: 16,582 shares; 2025Q4: 17,932 shares; 2026Q1: 15,132 shares 15,132 $310K 0.05% -2,800 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 786 shares; 2025Q1: 866 shares; 2025Q2: 2,879 shares; 2025Q3: 2,962 shares; 2025Q4: 1,165 shares; 2026Q1: 2,749 shares 2,749 $309K 0.05% +1,584 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,129 shares; 2025Q1: 2,130 shares; 2025Q2: 5,667 shares; 2025Q3: 2,568 shares; 2025Q4: 3,086 shares; 2026Q1: 3,511 shares 3,511 $304K 0.05% +425 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 4,913 shares; 2025Q1: 5,215 shares; 2025Q2: 5,025 shares; 2025Q3: 18,643 shares; 2025Q4: 4,795 shares; 2026Q1: 4,801 shares 4,801 $298K 0.05% +6 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: 2,286 shares; 2025Q1: 2,000 shares; 2025Q2: 1,695 shares; 2025Q3: 2,655 shares; 2025Q4: 1,167 shares; 2026Q1: 1,189 shares 1,189 $295K 0.05% +22 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: 2,658 shares; 2024Q4: 2,723 shares; 2025Q1: 2,448 shares; 2025Q2: 2,644 shares; 2025Q3: 2,301 shares; 2025Q4: 2,330 shares; 2026Q1: 2,542 shares 2,542 $292K 0.05% +212 Timeline NIHI 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: 668 shares; 2026Q1: 5,952 shares 5,952 $290K 0.05% +5,284 Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS 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: 9,660 shares; 2025Q4: not reported; 2026Q1: 7,817 shares 7,817 $288K 0.05% new Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,900 shares; 2025Q1: 10,105 shares; 2025Q2: 7,865 shares; 2025Q3: 6,695 shares; 2025Q4: 6,500 shares; 2026Q1: 5,845 shares 5,845 $287K 0.05% -655 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 6,440 shares; 2025Q1: 3,898 shares; 2025Q2: 3,340 shares; 2025Q3: 3,144 shares; 2025Q4: 3,116 shares; 2026Q1: 4,614 shares 4,614 $285K 0.05% +1,498 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: 1,213 shares; 2025Q2: 5,378 shares; 2025Q3: 3,494 shares; 2025Q4: 104 shares; 2026Q1: 1,402 shares 1,402 $285K 0.05% +1,298 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: 14,542 shares; 2024Q4: 15,621 shares; 2025Q1: 20,182 shares; 2025Q2: 21,989 shares; 2025Q3: 19,779 shares; 2025Q4: 22,792 shares; 2026Q1: 1,524 shares 1,524 $285K 0.05% -21,268 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,087 shares; 2025Q1: 4,222 shares; 2025Q2: 1,774 shares; 2025Q3: 2,249 shares; 2025Q4: 1,749 shares; 2026Q1: 2,224 shares 2,224 $281K 0.05% +475 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 4,256 shares; 2025Q1: 4,112 shares; 2025Q2: 4,243 shares; 2025Q3: 4,250 shares; 2025Q4: 4,257 shares; 2026Q1: 4,263 shares 4,263 $277K 0.05% +6 Timeline BTCI 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: 1,727 shares; 2025Q4: 7,378 shares; 2026Q1: 8,439 shares 8,439 $277K 0.05% +1,061 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,400 shares; 2025Q3: 3,235 shares; 2025Q4: 5,132 shares; 2026Q1: 5,387 shares 5,387 $260K 0.04% +255 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,406 shares; 2025Q1: 2,130 shares; 2025Q2: 2,129 shares; 2025Q3: 2,140 shares; 2025Q4: 2,752 shares; 2026Q1: 2,623 shares 2,623 $253K 0.04% -129 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: 1,677 shares; 2025Q1: 1,648 shares; 2025Q2: 1,398 shares; 2025Q3: 1,401 shares; 2025Q4: 1,491 shares; 2026Q1: 1,552 shares 1,552 $251K 0.04% +61 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 209 shares; 2025Q1: 653 shares; 2025Q2: 654 shares; 2025Q3: 603 shares; 2025Q4: 3,999 shares; 2026Q1: 4,529 shares 4,529 $250K 0.04% +530 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 755 shares 755 $247K 0.04% +735 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: not reported; 2024Q4: 1,777 shares; 2025Q1: 1,680 shares; 2025Q2: 1,717 shares; 2025Q3: 1,708 shares; 2025Q4: 1,682 shares; 2026Q1: 1,143 shares 1,143 $246K 0.04% -539 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: 2,902 shares; 2024Q4: 2,733 shares; 2025Q1: 2,635 shares; 2025Q2: 2,636 shares; 2025Q3: 2,638 shares; 2025Q4: 2,639 shares; 2026Q1: 2,642 shares 2,642 $244K 0.04% +3 Timeline XSD 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: 725 shares; 2024Q4: 688 shares; 2025Q1: 781 shares; 2025Q2: 709 shares; 2025Q3: 689 shares; 2025Q4: 709 shares; 2026Q1: 744 shares 744 $243K 0.04% +35 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: 46,970 shares; 2024Q4: 26,727 shares; 2025Q1: 22,059 shares; 2025Q2: 17,476 shares; 2025Q3: 16,324 shares; 2025Q4: 16,375 shares; 2026Q1: 15,075 shares 15,075 $239K 0.04% -1,300 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $238K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 323 shares; 2025Q1: 339 shares; 2025Q2: 343 shares; 2025Q3: 311 shares; 2025Q4: 307 shares; 2026Q1: 341 shares 341 $238K 0.04% +34 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,849 shares; 2024Q4: 8,852 shares; 2025Q1: 6,384 shares; 2025Q2: 6,327 shares; 2025Q3: 6,787 shares; 2025Q4: 6,291 shares; 2026Q1: 6,295 shares 6,295 $236K 0.04% +4 Timeline IWY 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: 1,538 shares; 2025Q1: 993 shares; 2025Q2: 963 shares; 2025Q3: 908 shares; 2025Q4: 924 shares; 2026Q1: 924 shares 924 $230K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,368 shares; 2025Q1: 2,771 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 521 shares; 2026Q1: 546 shares 546 $228K 0.04% +25 Timeline ONEV 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: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $227K 0.04% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,565 shares; 2025Q1: 5,255 shares; 2025Q2: 4,853 shares; 2025Q3: 4,000 shares; 2025Q4: 4,023 shares; 2026Q1: 4,050 shares 4,050 $224K 0.04% +27 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 508 shares; 2025Q3: 494 shares; 2025Q4: 524 shares; 2026Q1: 524 shares 524 $223K 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,267 shares; 2025Q1: 1,578 shares; 2025Q2: 1,207 shares; 2025Q3: 1,072 shares; 2025Q4: 2,026 shares; 2026Q1: 2,035 shares 2,035 $222K 0.04% +9 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: 925 shares; 2024Q4: 2,669 shares; 2025Q1: 2,845 shares; 2025Q2: 2,790 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 166 shares 166 $219K 0.04% +9 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 426 shares; 2025Q2: 640 shares; 2025Q3: 544 shares; 2025Q4: 614 shares; 2026Q1: 615 shares 615 $217K 0.04% +1 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,480 shares; 2025Q1: 21,415 shares; 2025Q2: 20,215 shares; 2025Q3: 30,772 shares; 2025Q4: 5,182 shares; 2026Q1: 4,082 shares 4,082 $215K 0.04% -1,100 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 3,267 shares; 2025Q1: 3,504 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares; 2026Q1: 7,377 shares 7,377 $212K 0.03% +3,185 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 15 shares; 2025Q4: 45 shares; 2026Q1: 445 shares 445 $211K 0.03% +400 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: 2,324 shares; 2024Q4: 2,186 shares; 2025Q1: 1,935 shares; 2025Q2: 6,466 shares; 2025Q3: 6,210 shares; 2025Q4: 1,696 shares; 2026Q1: 1,431 shares 1,431 $210K 0.03% -265 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 8,662 shares; 2025Q1: 8,619 shares; 2025Q2: 10,064 shares; 2025Q3: 11,549 shares; 2025Q4: 9,418 shares; 2026Q1: 8,085 shares 8,085 $207K 0.03% -1,333 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,514 shares; 2025Q1: 8,822 shares; 2025Q2: 9,237 shares; 2025Q3: 9,246 shares; 2025Q4: 9,255 shares; 2026Q1: 4,366 shares 4,366 $205K 0.03% -4,889 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 585 shares; 2026Q1: 3,257 shares 3,257 $204K 0.03% +2,672 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 587 shares; 2025Q2: 547 shares; 2025Q3: 519 shares; 2025Q4: 830 shares; 2026Q1: 920 shares 920 $201K 0.03% +90 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: not reported; 2024Q4: 1,557 shares; 2025Q1: 2,157 shares; 2025Q2: 2,157 shares; 2025Q3: 5,300 shares; 2025Q4: 7,300 shares; 2026Q1: 4,813 shares 4,813 $200K 0.03% -2,487 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,265 shares; 2024Q4: 41,139 shares; 2025Q1: 30,770 shares; 2025Q2: 32,246 shares; 2025Q3: 26,373 shares; 2025Q4: 26,447 shares; 2026Q1: 23,437 shares 23,437 $199K 0.03% -3,010 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,924 shares; 2024Q4: 42,049 shares; 2025Q1: 15,483 shares; 2025Q2: 13,216 shares; 2025Q3: 12,744 shares; 2025Q4: 10,312 shares; 2026Q1: 7,406 shares 7,406 $197K 0.03% -2,906 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: 4,501 shares; 2024Q4: 4,838 shares; 2025Q1: 1,392 shares; 2025Q2: 1,337 shares; 2025Q3: 1,612 shares; 2025Q4: 1,350 shares; 2026Q1: 1,348 shares 1,348 $197K 0.03% -2 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 879 shares; 2025Q1: 969 shares; 2025Q2: 966 shares; 2025Q3: 914 shares; 2025Q4: 915 shares; 2026Q1: 875 shares 875 $192K 0.03% -40 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,350 shares; 2025Q3: 12,350 shares; 2025Q4: 12,350 shares; 2026Q1: 12,800 shares 12,800 $190K 0.03% +450 Timeline SPMD 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: 3,132 shares; 2024Q4: 3,141 shares; 2025Q1: 3,149 shares; 2025Q2: 3,158 shares; 2025Q3: 3,166 shares; 2025Q4: 3,174 shares; 2026Q1: 3,151 shares 3,151 $187K 0.03% -23 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: 43,433 shares; 2024Q4: 45,367 shares; 2025Q1: 43,801 shares; 2025Q2: 57,922 shares; 2025Q3: 17,162 shares; 2025Q4: 3,401 shares; 2026Q1: 3,731 shares 3,731 $184K 0.03% +330 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 649 shares; 2025Q1: 448 shares; 2025Q2: 338 shares; 2025Q3: 339 shares; 2025Q4: 314 shares; 2026Q1: 557 shares 557 $183K 0.03% +243 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 13,755 shares; 2025Q1: 13,755 shares; 2025Q2: 13,255 shares; 2025Q3: 14,270 shares; 2025Q4: 16,650 shares; 2026Q1: 16,875 shares 16,875 $183K 0.03% +225 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $182K 0.03% 0 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,580 shares; 2025Q1: 9,580 shares; 2025Q2: 10,580 shares; 2025Q3: 10,580 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $181K 0.03% 0 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: 967 shares; 2024Q4: 495 shares; 2025Q1: 443 shares; 2025Q2: 733 shares; 2025Q3: 736 shares; 2025Q4: 738 shares; 2026Q1: 740 shares 740 $181K 0.03% +2 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,226 shares; 2025Q1: 1,533 shares; 2025Q2: 1,557 shares; 2025Q3: 1,564 shares; 2025Q4: 1,571 shares; 2026Q1: 1,577 shares 1,577 $179K 0.03% +6 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: 19,678 shares; 2024Q4: 25,618 shares; 2025Q1: 27,132 shares; 2025Q2: 1,469 shares; 2025Q3: 17,688 shares; 2025Q4: 23,471 shares; 2026Q1: 1,293 shares 1,293 $176K 0.03% -22,178 Timeline IWD 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: 735 shares; 2025Q1: 861 shares; 2025Q2: 863 shares; 2025Q3: 866 shares; 2025Q4: 869 shares; 2026Q1: 821 shares 821 $176K 0.03% -48 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,190 shares; 2024Q4: 548 shares; 2025Q1: 247 shares; 2025Q2: 257 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 4,727 shares 4,727 $174K 0.03% +2,625 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,490 shares; 2025Q2: 3,345 shares; 2025Q3: 3,545 shares; 2025Q4: 3,902 shares; 2026Q1: 5,935 shares 5,935 $171K 0.03% +2,033 Timeline NEHI 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: 3,888 shares; 2026Q1: 5,133 shares 5,133 $169K 0.03% +1,245 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,620 shares; 2025Q1: 29,200 shares; 2025Q2: 31,050 shares; 2025Q3: 31,880 shares; 2025Q4: 28,444 shares; 2026Q1: 24,550 shares 24,550 $169K 0.03% -3,894 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,373 shares; 2026Q1: 4,230 shares 4,230 $168K 0.03% +1,857 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 516 shares 516 $166K 0.03% +512 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,928 shares; 2026Q1: 3,797 shares 3,797 $166K 0.03% -3,131 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,746 shares; 2025Q4: 800 shares; 2026Q1: 1,500 shares 1,500 $162K 0.03% +700 Timeline TOPT 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: 2,400 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,625 shares 5,625 $161K 0.03% 0 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,987 shares; 2026Q1: 10,891 shares 10,891 $161K 0.03% -1,096 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: not reported; 2024Q4: 328 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 1,576 shares; 2025Q4: 154 shares; 2026Q1: 1,555 shares 1,555 $160K 0.03% +1,401 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 1,608 shares; 2026Q1: 2,113 shares 2,113 $159K 0.03% +505 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,773 shares; 2025Q3: 1,724 shares; 2025Q4: 2,519 shares; 2026Q1: 1,669 shares 1,669 $159K 0.03% -850 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,000 shares; 2025Q2: 4,460 shares; 2025Q3: 3,561 shares; 2025Q4: 1,386 shares; 2026Q1: 2,291 shares 2,291 $156K 0.03% +905 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,986 shares; 2025Q1: 5,808 shares; 2025Q2: 6,803 shares; 2025Q3: 77,153 shares; 2025Q4: 74,103 shares; 2026Q1: 3,532 shares 3,532 $156K 0.03% -70,571 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 2,900 shares; 2025Q1: 5,302 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares; 2026Q1: 6,102 shares 6,102 $156K 0.03% +4,000 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: 2,325 shares; 2024Q4: 1,010 shares; 2025Q1: 284 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,281 shares 2,281 $155K 0.03% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 872 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,702 shares 1,702 $153K 0.03% +651 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,446 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,278 shares; 2025Q4: 1,186 shares; 2026Q1: 621 shares 621 $152K 0.02% -565 Timeline SPSM 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: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,111 shares; 2026Q1: 3,111 shares 3,111 $150K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,425 shares; 2025Q1: 1,158 shares; 2025Q2: 1,344 shares; 2025Q3: 699 shares; 2025Q4: 569 shares; 2026Q1: 2,845 shares 2,845 $150K 0.02% +2,276 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 3,060 shares; 2026Q1: 2,784 shares 2,784 $150K 0.02% -276 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 720 shares; 2025Q2: 732 shares; 2025Q3: 634 shares; 2025Q4: 699 shares; 2026Q1: 770 shares 770 $149K 0.02% +71 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 2,775 shares; 2025Q1: 1,075 shares; 2025Q2: 4,475 shares; 2025Q3: 5,125 shares; 2025Q4: 8,225 shares; 2026Q1: 4,150 shares 4,150 $148K 0.02% -4,075 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: 6,285 shares; 2024Q4: 16,566 shares; 2025Q1: 19,437 shares; 2025Q2: 1,637 shares; 2025Q3: 1,231 shares; 2025Q4: 991 shares; 2026Q1: 898 shares 898 $147K 0.02% -93 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 35 shares; 2025Q4: 349 shares; 2026Q1: 338 shares 338 $146K 0.02% -11 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $146K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 1,701 shares; 2025Q1: 1,703 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,639 shares; 2026Q1: 2,442 shares 2,442 $144K 0.02% +803 Timeline VOOV 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: 1,247 shares; 2025Q1: 931 shares; 2025Q2: 692 shares; 2025Q3: 694 shares; 2025Q4: 695 shares; 2026Q1: 697 shares 697 $142K 0.02% +2 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,665 shares; 2025Q1: 3,423 shares; 2025Q2: 3,423 shares; 2025Q3: 3,229 shares; 2025Q4: 2,751 shares; 2026Q1: 2,993 shares 2,993 $141K 0.02% +242 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: 1,010 shares; 2025Q2: 1,012 shares; 2025Q3: 1,013 shares; 2025Q4: 715 shares; 2026Q1: 744 shares 744 $141K 0.02% +29 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 1,251 shares 1,251 $139K 0.02% +100 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 717 shares; 2025Q2: 696 shares; 2025Q3: 699 shares; 2025Q4: 1,217 shares; 2026Q1: 1,059 shares 1,059 $139K 0.02% -158 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 755 shares 755 $138K 0.02% +32 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,852 shares; 2025Q1: 1,553 shares; 2025Q2: 2,154 shares; 2025Q3: 2,231 shares; 2025Q4: 2,632 shares; 2026Q1: 2,660 shares 2,660 $137K 0.02% +28 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,894 shares; 2026Q1: 3,448 shares 3,448 $136K 0.02% +554 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: not reported; 2024Q4: 11,460 shares; 2025Q1: 9,395 shares; 2025Q2: 6,705 shares; 2025Q3: 8,120 shares; 2025Q4: 6,610 shares; 2026Q1: 4,180 shares 4,180 $134K 0.02% -2,430 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,769 shares; 2025Q1: 18,897 shares; 2025Q2: 33,781 shares; 2025Q3: 33,875 shares; 2025Q4: 14,357 shares; 2026Q1: 13,131 shares 13,131 $134K 0.02% -1,226 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: 217 shares; 2025Q1: 250 shares; 2025Q2: 242 shares; 2025Q3: 303 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $133K 0.02% 0 Timeline MLPI 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: 342 shares; 2026Q1: 2,347 shares 2,347 $133K 0.02% +2,005 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: 2,660 shares; 2024Q4: 2,837 shares; 2025Q1: 2,288 shares; 2025Q2: 7,377 shares; 2025Q3: 6,658 shares; 2025Q4: 3,122 shares; 2026Q1: 2,869 shares 2,869 $132K 0.02% -253 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly 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: 3,165 shares; 2025Q4: 4,435 shares; 2026Q1: 3,675 shares 3,675 $131K 0.02% -760 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,844 shares; 2024Q4: 17,230 shares; 2025Q1: 12,664 shares; 2025Q2: 9,321 shares; 2025Q3: 8,771 shares; 2025Q4: 15,472 shares; 2026Q1: 17,025 shares 17,025 $131K 0.02% +1,553 Timeline PCEF 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: 10,641 shares; 2024Q4: 10,502 shares; 2025Q1: 9,924 shares; 2025Q2: 7,449 shares; 2025Q3: 6,691 shares; 2025Q4: 6,991 shares; 2026Q1: 6,962 shares 6,962 $131K 0.02% -29 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: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 850 shares; 2025Q4: 420 shares; 2026Q1: 320 shares 320 $127K 0.02% -100 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: 1,001 shares; 2024Q4: 1,034 shares; 2025Q1: 1,075 shares; 2025Q2: 4,195 shares; 2025Q3: 4,155 shares; 2025Q4: 3,798 shares; 2026Q1: 253 shares 253 $127K 0.02% -3,545 Timeline VCLT 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: 904 shares; 2024Q4: 919 shares; 2025Q1: 927 shares; 2025Q2: 981 shares; 2025Q3: 954 shares; 2025Q4: 971 shares; 2026Q1: 1,680 shares 1,680 $126K 0.02% +709 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,032 shares 1,032 $125K 0.02% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 600 shares; 2025Q4: 500 shares; 2026Q1: 1,505 shares 1,505 $125K 0.02% +1,005 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 843 shares; 2025Q2: 924 shares; 2025Q3: 925 shares; 2025Q4: 1,010 shares; 2026Q1: 667 shares 667 $124K 0.02% -343 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: not reported; 2024Q4: 1,636 shares; 2025Q1: 1,247 shares; 2025Q2: 1,097 shares; 2025Q3: 1,100 shares; 2025Q4: 1,044 shares; 2026Q1: 587 shares 587 $123K 0.02% -457 Timeline RDIV 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,202 shares; 2025Q4: 2,203 shares; 2026Q1: 2,205 shares 2,205 $123K 0.02% +2 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS 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: 5,500 shares; 2025Q3: 6,450 shares; 2025Q4: 9,425 shares; 2026Q1: 9,425 shares 9,425 $121K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 4,253 shares; 2025Q1: 2,538 shares; 2025Q2: 2,552 shares; 2025Q3: 2,566 shares; 2025Q4: 2,075 shares; 2026Q1: 2,093 shares 2,093 $121K 0.02% +18 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: 164 shares; 2024Q4: 196 shares; 2025Q1: 0 shares; 2025Q2: 867 shares; 2025Q3: 785 shares; 2025Q4: 3,739 shares; 2026Q1: 4,202 shares 4,202 $121K 0.02% +463 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: 72 shares; 2024Q4: 1,085 shares; 2025Q1: 754 shares; 2025Q2: 844 shares; 2025Q3: 845 shares; 2025Q4: 858 shares; 2026Q1: 907 shares 907 $120K 0.02% +49 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $120K 0.02% 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: not reported; 2024Q4: 186 shares; 2025Q1: 2,010 shares; 2025Q2: 211 shares; 2025Q3: 145 shares; 2025Q4: 285 shares; 2026Q1: 1,236 shares 1,236 $119K 0.02% +951 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 4,651 shares; 2025Q3: 1,956 shares; 2025Q4: 2,906 shares; 2026Q1: 2,915 shares 2,915 $119K 0.02% +9 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,805 shares; 2025Q1: 2,828 shares; 2025Q2: 2,864 shares; 2025Q3: 2,901 shares; 2025Q4: 2,955 shares; 2026Q1: 2,979 shares 2,979 $118K 0.02% +24 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: 2,363 shares; 2024Q4: 2,204 shares; 2025Q1: 2,155 shares; 2025Q2: 2,156 shares; 2025Q3: 1,857 shares; 2025Q4: 1,572 shares; 2026Q1: 1,573 shares 1,573 $117K 0.02% +1 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 644 shares; 2025Q1: 439 shares; 2025Q2: 689 shares; 2025Q3: 545 shares; 2025Q4: 239 shares; 2026Q1: 2,539 shares 2,539 $115K 0.02% +2,300 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,101 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 2,200 shares 2,200 $112K 0.02% -5,300 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 509 shares; 2025Q1: 631 shares; 2025Q2: 600 shares; 2025Q3: 570 shares; 2025Q4: 627 shares; 2026Q1: 434 shares 434 $110K 0.02% -193 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $110K 0.02% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares; 2026Q1: 2,164 shares 2,164 $109K 0.02% 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: 2,354 shares; 2024Q4: 1,855 shares; 2025Q1: 1,415 shares; 2025Q2: 1,416 shares; 2025Q3: 1,418 shares; 2025Q4: 1,420 shares; 2026Q1: 1,421 shares 1,421 $109K 0.02% +1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 609 shares; 2025Q1: 596 shares; 2025Q2: 583 shares; 2025Q3: 585 shares; 2025Q4: 586 shares; 2026Q1: 159 shares 159 $109K 0.02% -427 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,118 shares; 2025Q2: 1,188 shares; 2025Q3: 1,118 shares; 2025Q4: 1,193 shares; 2026Q1: 593 shares 593 $108K 0.02% -600 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: not reported; 2024Q4: 325 shares; 2025Q1: 327 shares; 2025Q2: 328 shares; 2025Q3: 330 shares; 2025Q4: 336 shares; 2026Q1: 337 shares 337 $107K 0.02% +1 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares 2,297 $105K 0.02% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,821 shares; 2025Q1: 5,125 shares; 2025Q2: 5,102 shares; 2025Q3: 5,028 shares; 2025Q4: 5,028 shares; 2026Q1: 5,028 shares 5,028 $105K 0.02% 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: not reported; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 454 shares; 2026Q1: 400 shares 400 $105K 0.02% -54 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,809 shares; 2024Q4: 16,740 shares; 2025Q1: 15,094 shares; 2025Q2: 15,094 shares; 2025Q3: 15,094 shares; 2025Q4: 15,094 shares; 2026Q1: 15,094 shares 15,094 $103K 0.02% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,550 shares; 2025Q4: 4,555 shares; 2026Q1: 6,560 shares 6,560 $103K 0.02% +2,005 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,625 shares; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares 7,625 $103K 0.02% 0 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: 281 shares; 2025Q1: 173 shares; 2025Q2: 811 shares; 2025Q3: 138 shares; 2025Q4: 101 shares; 2026Q1: 106 shares 106 $102K 0.02% +5 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 3,384 shares 3,384 $101K 0.02% +2,466 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,275 shares; 2025Q4: 3,450 shares; 2026Q1: 2,150 shares 2,150 $100K 0.02% -1,300 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 9,151 shares; 2025Q3: 9,071 shares; 2025Q4: 1,084 shares; 2026Q1: 1,085 shares 1,085 $99.6K 0.02% +1 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 676 shares; 2025Q1: 677 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 1,051 shares; 2026Q1: 1,016 shares 1,016 $99.4K 0.02% -35 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,383 shares; 2025Q1: 5,638 shares; 2025Q2: 10,029 shares; 2025Q3: 839 shares; 2025Q4: 1,347 shares; 2026Q1: 2,021 shares 2,021 $98.5K 0.02% +674 Timeline AMLP 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: 3,835 shares; 2024Q4: 3,352 shares; 2025Q1: 1,368 shares; 2025Q2: 13,417 shares; 2025Q3: 1,404 shares; 2025Q4: 1,424 shares; 2026Q1: 1,857 shares 1,857 $97.8K 0.02% +433 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,150 shares; 2025Q1: 4,150 shares; 2025Q2: 4,050 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares 3,950 $97.7K 0.02% 0 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 620 shares; 2025Q2: 470 shares; 2025Q3: 1,170 shares; 2025Q4: 9,070 shares; 2026Q1: 11,570 shares 11,570 $97.7K 0.02% +2,500 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 463 shares; 2025Q1: 414 shares; 2025Q2: 392 shares; 2025Q3: 393 shares; 2025Q4: 394 shares; 2026Q1: 410 shares 410 $97K 0.02% +16 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,420 shares; 2025Q1: 3,720 shares; 2025Q2: 3,720 shares; 2025Q3: 3,721 shares; 2025Q4: 4,722 shares; 2026Q1: 4,257 shares 4,257 $95.7K 0.02% -465 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 272 shares; 2025Q2: 622 shares; 2025Q3: 522 shares; 2025Q4: 322 shares; 2026Q1: 422 shares 422 $95.4K 0.02% +100 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 610 shares; 2025Q2: 64 shares; 2025Q3: 20 shares; 2025Q4: 2,263 shares; 2026Q1: 346 shares 346 $95.1K 0.02% -1,917 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: not reported; 2024Q4: 585 shares; 2025Q1: 587 shares; 2025Q2: 590 shares; 2025Q3: 593 shares; 2025Q4: 596 shares; 2026Q1: 599 shares 599 $93.1K 0.02% +3 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 1,341 shares; 2025Q3: 991 shares; 2025Q4: 1,249 shares; 2026Q1: 1,169 shares 1,169 $93.1K 0.02% -80 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: not reported; 2024Q4: 16,207 shares; 2025Q1: 2,758 shares; 2025Q2: 2,258 shares; 2025Q3: 2,258 shares; 2025Q4: 2,398 shares; 2026Q1: 2,442 shares 2,442 $92.4K 0.02% +44 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,181 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 10,852 shares 10,852 $91.7K 0.02% +10,250 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: 1,737 shares; 2024Q4: 2,286 shares; 2025Q1: 469 shares; 2025Q2: 296 shares; 2025Q3: 297 shares; 2025Q4: 3,547 shares; 2026Q1: 1,492 shares 1,492 $91.4K 0.02% -2,055 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: not reported; 2024Q4: 11,533 shares; 2025Q1: 1,511 shares; 2025Q2: 1,275 shares; 2025Q3: 1,299 shares; 2025Q4: 1,271 shares; 2026Q1: 2,976 shares 2,976 $91.3K 0.02% +1,705 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 255 shares; 2025Q4: 6,205 shares; 2026Q1: 5,945 shares 5,945 $90K 0.01% -260 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,995 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $89.4K 0.01% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH 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: 760 shares; 2026Q1: 3,115 shares 3,115 $88.4K 0.01% +2,355 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 12,959 shares; 2025Q3: 13,244 shares; 2025Q4: 1,614 shares; 2026Q1: 1,627 shares 1,627 $88.1K 0.01% +13 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC 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: 319 shares; 2025Q3: 315 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $87.3K 0.01% 0 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 496 shares; 2025Q2: 492 shares; 2025Q3: 542 shares; 2025Q4: 598 shares; 2026Q1: 598 shares 598 $87.3K 0.01% 0 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: not reported; 2024Q4: 1,973 shares; 2025Q1: 1,423 shares; 2025Q2: 1,753 shares; 2025Q3: 1,750 shares; 2025Q4: 1,730 shares; 2026Q1: 1,430 shares 1,430 $86.1K 0.01% -300 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 2,210 shares; 2026Q1: 6,364 shares 6,364 $85.9K 0.01% +4,154 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: 89 shares; 2025Q1: 89 shares; 2025Q2: 103 shares; 2025Q3: 353 shares; 2025Q4: 5,333 shares; 2026Q1: 521 shares 521 $85.8K 0.01% -4,812 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $84.6K 0.01% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 3,604 shares; 2025Q1: 3,926 shares; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,225 shares 2,225 $84.1K 0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 1,300 shares 1,300 $83.5K 0.01% +800 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 813 shares; 2025Q1: 859 shares; 2025Q2: 786 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $82.9K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares 419 $82.6K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 611 shares; 2025Q1: 421 shares; 2025Q2: 365 shares; 2025Q3: 303 shares; 2025Q4: 998 shares; 2026Q1: 831 shares 831 $81.8K 0.01% -167 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: 18 shares; 2025Q2: 18 shares; 2025Q3: 173 shares; 2025Q4: 197 shares; 2026Q1: 199 shares 199 $81.1K 0.01% +2 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: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,767 shares; 2026Q1: 1,167 shares 1,167 $79.4K 0.01% -600 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 6,100 shares; 2026Q1: 6,300 shares 6,300 $79.2K 0.01% +200 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,775 shares; 2025Q3: 2,408 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares 2,808 $78.9K 0.01% 0 Timeline PPA 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: 491 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 1,287 shares; 2025Q3: 1,163 shares; 2025Q4: 674 shares; 2026Q1: 476 shares 476 $78.9K 0.01% -198 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: 1,195 shares; 2024Q4: 101 shares; 2025Q1: 50 shares; 2025Q2: 76 shares; 2025Q3: 26 shares; 2025Q4: not reported; 2026Q1: 150 shares 150 $78.4K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,240 shares; 2025Q1: 6,062 shares; 2025Q2: 4,661 shares; 2025Q3: 4,522 shares; 2025Q4: 4,897 shares; 2026Q1: 3,405 shares 3,405 $77.5K 0.01% -1,492 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: 911 shares; 2024Q4: 446 shares; 2025Q1: 437 shares; 2025Q2: 392 shares; 2025Q3: 394 shares; 2025Q4: 413 shares; 2026Q1: 402 shares 402 $77.2K 0.01% -11 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 438 shares; 2025Q2: 488 shares; 2025Q3: 500 shares; 2025Q4: 527 shares; 2026Q1: 537 shares 537 $76.5K 0.01% +10 Timeline ICSH 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: 6,590 shares; 2024Q4: 5,630 shares; 2025Q1: 2,500 shares; 2025Q2: 2,795 shares; 2025Q3: 2,901 shares; 2025Q4: 2,495 shares; 2026Q1: 1,490 shares 1,490 $75.4K 0.01% -1,005 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,627 shares; 2025Q3: 1,615 shares; 2025Q4: 1,192 shares; 2026Q1: 1,272 shares 1,272 $75.1K 0.01% +80 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: not reported; 2024Q4: 35,826 shares; 2025Q1: 38,420 shares; 2025Q2: 33,393 shares; 2025Q3: 9,139 shares; 2025Q4: 3,568 shares; 2026Q1: 6,488 shares 6,488 $74.9K 0.01% +2,920 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 4,943 shares; 2026Q1: 4,943 shares 4,943 $74.7K 0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 459 shares; 2026Q1: 559 shares 559 $74.5K 0.01% +100 Timeline SPLB 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: 3,050 shares; 2024Q4: 3,102 shares; 2025Q1: 3,129 shares; 2025Q2: 3,171 shares; 2025Q3: 3,213 shares; 2025Q4: 3,269 shares; 2026Q1: 3,298 shares 3,298 $73.3K 0.01% +29 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: 319 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 2,055 shares; 2025Q3: 1,954 shares; 2025Q4: 376 shares; 2026Q1: 377 shares 377 $72.3K 0.01% +1 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $72.3K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares 594 $71K 0.01% 0 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $70.7K 0.01% 0 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: 652 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 276 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 636 shares 636 $69.7K 0.01% +1 Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 26,850 shares; 2026Q1: 26,550 shares 26,550 $69.6K 0.01% -300 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: 1,109 shares; 2024Q4: 1,138 shares; 2025Q1: 1,218 shares; 2025Q2: 1,295 shares; 2025Q3: 1,294 shares; 2025Q4: 1,228 shares; 2026Q1: 1,231 shares 1,231 $69.3K 0.01% +3 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,121 shares 2,121 $68.4K 0.01% new Timeline SPHD 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: 4,983 shares; 2024Q4: 5,009 shares; 2025Q1: 4,416 shares; 2025Q2: 1,214 shares; 2025Q3: 1,365 shares; 2025Q4: 1,367 shares; 2026Q1: 1,369 shares 1,369 $67.9K 0.01% +2 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,100 shares 1,100 $67.8K 0.01% +100 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 327 shares; 2025Q1: 331 shares; 2025Q2: 1,015 shares; 2025Q3: 1,027 shares; 2025Q4: 1,038 shares; 2026Q1: 1,349 shares 1,349 $67.6K 0.01% +311 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 119 shares; 2025Q2: 393 shares; 2025Q3: 14,413 shares; 2025Q4: 273 shares; 2026Q1: 369 shares 369 $67.3K 0.01% +96 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 1,488 shares; 2026Q1: 965 shares 965 $66.7K 0.01% -523 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 596 shares; 2025Q1: 723 shares; 2025Q2: 527 shares; 2025Q3: 529 shares; 2025Q4: 549 shares; 2026Q1: 536 shares 536 $66.6K 0.01% -13 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares 639 $66.1K 0.01% 0 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: 7,180 shares; 2024Q4: 8,663 shares; 2025Q1: 11,489 shares; 2025Q2: 4,187 shares; 2025Q3: 4,000 shares; 2025Q4: 3,948 shares; 2026Q1: 800 shares 800 $64.8K 0.01% -3,148 Timeline JXI 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $64.8K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,947 shares; 2024Q4: 71,578 shares; 2025Q1: 117,471 shares; 2025Q2: 104,714 shares; 2025Q3: 1,852 shares; 2025Q4: 2,266 shares; 2026Q1: 1,921 shares 1,921 $64.4K 0.01% -345 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $64.1K 0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 3,959 shares; 2025Q3: 5,823 shares; 2025Q4: 10,197 shares; 2026Q1: 9,293 shares 9,293 $63.7K 0.01% -904 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $63.1K 0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 362 shares 362 $62.8K 0.01% +112 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 237 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $62.8K 0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $62.5K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 396 shares; 2026Q1: 774 shares 774 $61.5K 0.01% +378 Timeline IAUI 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: 504 shares; 2026Q1: 1,077 shares 1,077 $61.2K 0.01% +573 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 250 shares; 2025Q4: 259 shares; 2026Q1: 1,259 shares 1,259 $61K 0.01% +1,000 Timeline VXZ BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $60.5K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $60.5K 0.01% 0 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,095 shares; 2026Q1: 1,995 shares 1,995 $60.4K 0.01% -100 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 7,749 shares; 2026Q1: 9,020 shares 9,020 $59.8K 0.01% +1,271 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,137 shares; 2025Q1: 2,152 shares; 2025Q2: 2,167 shares; 2025Q3: 2,182 shares; 2025Q4: 2,198 shares; 2026Q1: 2,214 shares 2,214 $59.6K 0.01% +16 Timeline FMC FMC CORP More: the full row for FMC 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: 1,700 shares; 2026Q1: 3,450 shares 3,450 $59.4K 0.01% +1,750 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 519 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 2,141 shares; 2026Q1: 500 shares 500 $59.4K 0.01% -1,641 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 523 shares; 2026Q1: 573 shares 573 $59.1K 0.01% +50 Timeline SPTM 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: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $58.5K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $58.5K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 997 shares; 2025Q1: 697 shares; 2025Q2: 704 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 626 shares 626 $58.4K 0.01% -83 Timeline IYF 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: 334 shares; 2025Q1: 334 shares; 2025Q2: 465 shares; 2025Q3: 616 shares; 2025Q4: 495 shares; 2026Q1: 496 shares 496 $58.4K 0.01% +1 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: 300 shares; 2024Q4: 2,300 shares; 2025Q1: 1,345 shares; 2025Q2: 495 shares; 2025Q3: 4,769 shares; 2025Q4: 5,487 shares; 2026Q1: 430 shares 430 $57.9K 0.01% -5,057 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 1,672 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 442 shares 442 $57.9K 0.01% +10 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: 1,068 shares; 2024Q4: 58 shares; 2025Q1: 80 shares; 2025Q2: 41 shares; 2025Q3: 67 shares; 2025Q4: 79 shares; 2026Q1: 39 shares 39 $57.6K 0.01% -40 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $57.5K 0.01% 0 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: 1,000 shares 1,000 $55.7K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,425 shares 1,425 $55.7K 0.01% -150 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: 6,103 shares; 2025Q3: 5,928 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $55.3K 0.01% 0 Timeline USHY 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $55.3K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $55K 0.01% 0 Timeline LGLV 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $54.5K 0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 4,000 shares; 2025Q1: 2,200 shares; 2025Q2: 2,388 shares; 2025Q3: 2,696 shares; 2025Q4: 2,479 shares; 2026Q1: 2,479 shares 2,479 $54.4K 0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 6,312 shares; 2025Q3: 817 shares; 2025Q4: 524 shares; 2026Q1: 597 shares 597 $54.2K 0.01% +73 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $53.6K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $53.4K 0.01% 0 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,327 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,000 shares; 2026Q1: 1,500 shares 1,500 $52.3K 0.01% +500 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: 660 shares; 2025Q1: 388 shares; 2025Q2: 374 shares; 2025Q3: 344 shares; 2025Q4: 345 shares; 2026Q1: 152 shares 152 $52.2K 0.01% -193 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $52.1K 0.01% 0 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares 9,800 $51.8K 0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,413 shares; 2025Q1: 2,415 shares; 2025Q2: 2,416 shares; 2025Q3: 4,713 shares; 2025Q4: 961 shares; 2026Q1: 962 shares 962 $51.8K 0.01% +1 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,282 shares; 2025Q1: 1,067 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares 911 $51.5K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 75 shares; 2025Q1: 77 shares; 2025Q2: 73 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 66 shares 66 $51K 0.01% +3 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,300 shares; 2026Q1: 1,855 shares 1,855 $50.9K 0.01% +555 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: not reported; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 219 shares; 2025Q3: 154 shares; 2025Q4: 428 shares; 2026Q1: 461 shares 461 $50.6K 0.01% +33 Timeline GLSI GREENWICH LIFESCIENCES INC More: the full row for GREENWICH LIFESCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $50.4K 0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 898 shares 898 $49.3K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,094 shares; 2025Q1: 16,400 shares; 2025Q2: 15,231 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $48.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $48.6K 0.01% 0 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 4,500 shares 4,500 $48.6K 0.01% +1,500 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $48.4K 0.01% 0 Timeline IGLB 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: 915 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 947 shares; 2025Q4: 963 shares; 2026Q1: 972 shares 972 $48.2K 0.01% +9 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: not reported; 2024Q4: 393 shares; 2025Q1: 305 shares; 2025Q2: 307 shares; 2025Q3: 248 shares; 2025Q4: 314 shares; 2026Q1: 316 shares 316 $47.9K 0.01% +2 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 310 shares; 2025Q4: 118 shares; 2026Q1: 403 shares 403 $47.7K 0.01% +285 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 7,760 shares; 2025Q4: 5,760 shares; 2026Q1: 5,760 shares 5,760 $47.6K 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,275 shares; 2024Q4: 10,275 shares; 2025Q1: 10,275 shares; 2025Q2: 10,275 shares; 2025Q3: 10,275 shares; 2025Q4: 10,275 shares; 2026Q1: 10,275 shares 10,275 $47.6K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 424 shares; 2025Q1: 12,744 shares; 2025Q2: 695 shares; 2025Q3: 697 shares; 2025Q4: 701 shares; 2026Q1: 702 shares 702 $47.4K 0.01% +1 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $47.3K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 123 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 527 shares; 2026Q1: 508 shares 508 $47.3K 0.01% -19 Timeline QCLN 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $46.5K 0.01% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS 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: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $46.1K 0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 725 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $46.1K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 28,684 shares; 2025Q4: 285 shares; 2026Q1: 386 shares 386 $45.8K 0.01% +101 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,989 shares; 2026Q1: 2,124 shares 2,124 $45.8K 0.01% -2,865 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares 1,008 $45.4K 0.01% 0 Timeline IVOV 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: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $45.3K 0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $44.9K 0.01% 0 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,750 shares 5,750 $44.9K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371 shares; 2025Q2: 287 shares; 2025Q3: 289 shares; 2025Q4: 290 shares; 2026Q1: 215 shares 215 $44.7K 0.01% -75 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $44.5K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 2,263 shares; 2026Q1: 1,977 shares 1,977 $44.1K 0.01% -286 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: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $44.1K 0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $44K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,782 shares; 2025Q1: 2,567 shares; 2025Q2: 2,567 shares; 2025Q3: 98,922 shares; 2025Q4: 2,817 shares; 2026Q1: 2,567 shares 2,567 $43.8K 0.01% -250 Timeline IXC 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: 732 shares; 2025Q1: 732 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $43.8K 0.01% 0 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: 490 shares; 2024Q4: 518 shares; 2025Q1: 320 shares; 2025Q2: 826 shares; 2025Q3: 488 shares; 2025Q4: 221 shares; 2026Q1: 221 shares 221 $43.8K 0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 418 shares 418 $43.6K 0.01% -10 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,467 shares; 2025Q2: 10,302 shares; 2025Q3: 15,686 shares; 2025Q4: 933 shares; 2026Q1: 933 shares 933 $43.5K 0.01% 0 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,034 shares; 2025Q2: 18,246 shares; 2025Q3: 27,816 shares; 2025Q4: 1,679 shares; 2026Q1: 1,679 shares 1,679 $43.1K 0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $42.9K 0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,575 shares; 2026Q1: 2,198 shares 2,198 $42.7K 0.01% +623 Timeline VONV 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 121 shares; 2025Q2: 100 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $42.7K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,337 shares; 2025Q1: 1,339 shares; 2025Q2: 1,163 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,179 shares 1,179 $42.6K 0.01% +8 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,200 shares; 2025Q2: 1,943 shares; 2025Q3: 1,911 shares; 2025Q4: 1,991 shares; 2026Q1: 1,966 shares 1,966 $42.5K 0.01% -25 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 947 shares; 2025Q3: 947 shares; 2025Q4: 947 shares; 2026Q1: 847 shares 847 $42.5K 0.01% -100 Timeline EZM 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: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632 $42.5K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,446 shares; 2025Q3: 1,426 shares; 2025Q4: 1,592 shares; 2026Q1: 1,416 shares 1,416 $42.5K 0.01% -176 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $42.3K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: 94 shares; 2025Q4: 129 shares; 2026Q1: 86 shares 86 $42.1K 0.01% -43 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 250 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $42K 0.01% 0 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH 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: 1,000 shares 1,000 $41.9K 0.01% new 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: not reported; 2024Q4: 2,012 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,703 shares; 2026Q1: 1,703 shares 1,703 $41.6K 0.01% 0 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: 162 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 563 shares; 2026Q1: 664 shares 664 $41.6K 0.01% +101 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: 323 shares; 2024Q4: 323 shares; 2025Q1: 220 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $41.6K 0.01% 0 Timeline VGLT 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: 750 shares 750 $41.5K 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 518 shares; 2025Q1: 519 shares; 2025Q2: 523 shares; 2025Q3: 526 shares; 2025Q4: 535 shares; 2026Q1: 536 shares 536 $41.3K 0.01% +1 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 528 shares; 2025Q1: 533 shares; 2025Q2: 538 shares; 2025Q3: 542 shares; 2025Q4: 546 shares; 2026Q1: 550 shares 550 $41K 0.01% +4 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,764 shares; 2025Q1: 1,590 shares; 2025Q2: 2,049 shares; 2025Q3: 2,035 shares; 2025Q4: 2,976 shares; 2026Q1: 1,489 shares 1,489 $40.9K 0.01% -1,487 Timeline EMB 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: 407 shares; 2025Q1: 412 shares; 2025Q2: 417 shares; 2025Q3: 423 shares; 2025Q4: 430 shares; 2026Q1: 433 shares 433 $40.7K 0.01% +3 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 390 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 594 shares 594 $40.5K 0.01% +279 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares 1,003 $40.4K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $40.2K 0.01% new Timeline SHYG 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: 853 shares; 2024Q4: 873 shares; 2025Q1: 884 shares; 2025Q2: 5,422 shares; 2025Q3: 10,549 shares; 2025Q4: 937 shares; 2026Q1: 948 shares 948 $40.1K 0.01% +11 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 88 shares; 2025Q2: 180 shares; 2025Q3: 165 shares; 2025Q4: 69 shares; 2026Q1: 80 shares 80 $39.5K 0.01% +11 Timeline CMCT CREATIVE MEDIA & CMNTY TR More: the full row for CREATIVE MEDIA & CMNTY 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: 63,975 shares 63,975 $39.3K 0.01% new Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 5,000 shares; 2025Q4: 1,000 shares; 2026Q1: 3,000 shares 3,000 $39.3K 0.01% +2,000 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 399 shares; 2026Q1: 147 shares 147 $39.2K 0.01% -252 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: 75 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $39K 0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 244 shares; 2025Q1: 245 shares; 2025Q2: 246 shares; 2025Q3: 247 shares; 2025Q4: 471 shares; 2026Q1: 473 shares 473 $39K 0.01% +2 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 95 shares 95 $38.7K 0.01% +81 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: not reported; 2024Q4: 336 shares; 2025Q1: 212 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 215 shares 215 $38.7K 0.01% +2 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 5,500 shares; 2026Q1: 8,400 shares 8,400 $38.6K 0.01% +2,900 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,547 shares; 2025Q1: 1,537 shares; 2025Q2: 1,071 shares; 2025Q3: 384 shares; 2025Q4: 768 shares; 2026Q1: 768 shares 768 $38.4K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 625 shares 625 $38.2K 0.01% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 568 shares; 2026Q1: 300 shares 300 $38K 0.01% -268 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 14 shares; 2025Q4: 8 shares; 2026Q1: 9 shares 9 $37.9K 0.01% +1 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: 529 shares; 2024Q4: 552 shares; 2025Q1: 405 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 337 shares; 2026Q1: 341 shares 341 $37.7K 0.01% +4 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 206 shares; 2026Q1: 207 shares 207 $37.7K 0.01% +1 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $37.7K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: 353 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $37.5K 0.01% new Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY 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: 316 shares; 2026Q1: 682 shares 682 $37.3K 0.01% +366 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $37.2K 0.01% new 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: 2,958 shares; 2024Q4: 3,930 shares; 2025Q1: 3,760 shares; 2025Q2: 3,631 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 127 shares 127 $37.2K 0.01% +118 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 984 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 1,021 shares; 2026Q1: 2,830 shares 2,830 $37.1K 0.01% +1,809 Timeline FTXL 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $36.9K 0.01% 0 Timeline