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: 105,410 shares; 2024Q4: 109,901 shares; 2025Q1: 111,913 shares; 2025Q2: 113,309 shares; 2025Q3: 111,203 shares; 2025Q4: 114,425 shares; 2026Q1: 109,021 shares 109,021 $70.9M 7.79% -5,404 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: 81,078 shares; 2024Q4: 82,217 shares; 2025Q1: 81,497 shares; 2025Q2: 83,231 shares; 2025Q3: 82,162 shares; 2025Q4: 82,729 shares; 2026Q1: 78,489 shares 78,489 $45.3M 4.98% -4,240 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: 139,359 shares; 2024Q4: 135,402 shares; 2025Q1: 127,640 shares; 2025Q2: 122,867 shares; 2025Q3: 121,080 shares; 2025Q4: 119,602 shares; 2026Q1: 115,034 shares 115,034 $29.2M 3.21% -4,568 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: 37,024 shares; 2024Q4: 36,176 shares; 2025Q1: 35,398 shares; 2025Q2: 35,278 shares; 2025Q3: 34,250 shares; 2025Q4: 32,835 shares; 2026Q1: 31,047 shares 31,047 $28.6M 3.14% -1,788 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: 106,217 shares; 2024Q4: 108,017 shares; 2025Q1: 102,539 shares; 2025Q2: 91,544 shares; 2025Q3: 93,905 shares; 2025Q4: 105,012 shares; 2026Q1: 103,623 shares 103,623 $25.7M 2.82% -1,389 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: 106,287 shares; 2024Q4: 106,323 shares; 2025Q1: 135,571 shares; 2025Q2: 131,205 shares; 2025Q3: 117,654 shares; 2025Q4: 116,907 shares; 2026Q1: 129,112 shares 129,112 $24.8M 2.72% +12,205 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: 53,548 shares; 2024Q4: 52,388 shares; 2025Q1: 52,550 shares; 2025Q2: 52,614 shares; 2025Q3: 52,144 shares; 2025Q4: 51,902 shares; 2026Q1: 54,420 shares 54,420 $20.1M 2.21% +2,518 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: 112,623 shares; 2024Q4: 112,041 shares; 2025Q1: 110,981 shares; 2025Q2: 108,866 shares; 2025Q3: 107,336 shares; 2025Q4: 105,686 shares; 2026Q1: 106,014 shares 106,014 $16.1M 1.76% +328 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: 174,668 shares; 2024Q4: 169,563 shares; 2025Q1: 140,066 shares; 2025Q2: 133,442 shares; 2025Q3: 124,484 shares; 2025Q4: 116,659 shares; 2026Q1: 106,299 shares 106,299 $15.5M 1.71% -10,360 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: 190,603 shares; 2024Q4: 191,980 shares; 2025Q1: 194,382 shares; 2025Q2: 193,151 shares; 2025Q3: 190,860 shares; 2025Q4: 182,026 shares; 2026Q1: 175,309 shares 175,309 $15.5M 1.7% -6,717 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: 80,471 shares; 2024Q4: 80,993 shares; 2025Q1: 82,928 shares; 2025Q2: 81,416 shares; 2025Q3: 81,034 shares; 2025Q4: 81,883 shares; 2026Q1: 80,862 shares 80,862 $13.1M 1.44% -1,021 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: 115,953 shares; 2024Q4: 114,560 shares; 2025Q1: 116,567 shares; 2025Q2: 113,368 shares; 2025Q3: 107,944 shares; 2025Q4: 249,003 shares; 2026Q1: 207,856 shares 207,856 $12.7M 1.4% -41,147 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: 43,842 shares; 2024Q4: 43,494 shares; 2025Q1: 43,899 shares; 2025Q2: 44,728 shares; 2025Q3: 45,397 shares; 2025Q4: 44,890 shares; 2026Q1: 43,085 shares 43,085 $12.4M 1.36% -1,805 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,483 shares; 2024Q4: 142,698 shares; 2025Q1: 135,922 shares; 2025Q2: 135,922 shares; 2025Q3: 128,413 shares; 2025Q4: 195,252 shares; 2026Q1: 215,870 shares 215,870 $12.3M 1.35% +20,618 Timeline HDV 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: 90,034 shares; 2024Q4: 88,745 shares; 2025Q1: 88,325 shares; 2025Q2: 90,076 shares; 2025Q3: 90,133 shares; 2025Q4: 89,828 shares; 2026Q1: 90,250 shares 90,250 $12.2M 1.35% +422 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: 71,104 shares; 2024Q4: 71,740 shares; 2025Q1: 71,086 shares; 2025Q2: 71,160 shares; 2025Q3: 71,082 shares; 2025Q4: 71,089 shares; 2026Q1: 70,386 shares 70,386 $11.9M 1.31% -703 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: 169,945 shares; 2024Q4: 161,736 shares; 2025Q1: 157,374 shares; 2025Q2: 154,581 shares; 2025Q3: 149,068 shares; 2025Q4: 147,920 shares; 2026Q1: 142,273 shares 142,273 $9.61M 1.06% -5,647 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: 157,284 shares; 2024Q4: 164,668 shares; 2025Q1: 169,489 shares; 2025Q2: 171,199 shares; 2025Q3: 174,514 shares; 2025Q4: 195,281 shares; 2026Q1: 189,547 shares 189,547 $9.36M 1.03% -5,734 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,928 shares; 2024Q4: 54,308 shares; 2025Q1: 54,433 shares; 2025Q2: 52,968 shares; 2025Q3: 53,408 shares; 2025Q4: 54,233 shares; 2026Q1: 54,464 shares 54,464 $9.2M 1.01% +231 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: 33,611 shares; 2024Q4: 33,532 shares; 2025Q1: 31,168 shares; 2025Q2: 30,792 shares; 2025Q3: 31,978 shares; 2025Q4: 32,095 shares; 2026Q1: 31,057 shares 31,057 $9.14M 1% -1,038 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: 22,209 shares; 2024Q4: 22,165 shares; 2025Q1: 22,085 shares; 2025Q2: 21,904 shares; 2025Q3: 22,384 shares; 2025Q4: 21,712 shares; 2026Q1: 21,312 shares 21,312 $9.09M 1% -400 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,219 shares; 2024Q4: 115,676 shares; 2025Q1: 53,957 shares; 2025Q2: 54,199 shares; 2025Q3: 53,785 shares; 2025Q4: 55,230 shares; 2026Q1: 52,034 shares 52,034 $9.07M 1% -3,196 Timeline CWB 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: 114,683 shares; 2024Q4: 112,493 shares; 2025Q1: 109,503 shares; 2025Q2: 107,753 shares; 2025Q3: 105,788 shares; 2025Q4: 100,873 shares; 2026Q1: 97,403 shares 97,403 $8.91M 0.98% -3,470 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: 35,528 shares; 2024Q4: 35,240 shares; 2025Q1: 34,784 shares; 2025Q2: 34,483 shares; 2025Q3: 33,928 shares; 2025Q4: 33,595 shares; 2026Q1: 33,539 shares 33,539 $8.2M 0.9% -56 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,811 shares; 2025Q2: 123,134 shares; 2025Q3: 123,741 shares; 2025Q4: 125,862 shares; 2026Q1: 126,842 shares 126,842 $7.87M 0.87% +980 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: 20,940 shares; 2024Q4: 21,258 shares; 2025Q1: 19,817 shares; 2025Q2: 18,882 shares; 2025Q3: 17,912 shares; 2025Q4: 17,939 shares; 2026Q1: 16,859 shares 16,859 $7.81M 0.86% -1,080 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: 37,819 shares; 2024Q4: 37,383 shares; 2025Q1: 36,383 shares; 2025Q2: 36,343 shares; 2025Q3: 35,951 shares; 2025Q4: 35,537 shares; 2026Q1: 35,375 shares 35,375 $7.69M 0.85% -162 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: 181,300 shares; 2024Q4: 182,678 shares; 2025Q1: 191,458 shares; 2025Q2: 187,113 shares; 2025Q3: 178,968 shares; 2025Q4: 140,190 shares; 2026Q1: 107,720 shares 107,720 $7.34M 0.81% -32,470 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: 29,292 shares; 2024Q4: 30,174 shares; 2025Q1: 31,407 shares; 2025Q2: 33,072 shares; 2025Q3: 33,899 shares; 2025Q4: 35,054 shares; 2026Q1: 34,463 shares 34,463 $7.18M 0.79% -591 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,643 shares; 2024Q4: 128,349 shares; 2025Q1: 128,620 shares; 2025Q2: 128,049 shares; 2025Q3: 126,925 shares; 2025Q4: 172,025 shares; 2026Q1: 172,525 shares 172,525 $7.15M 0.79% +500 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: 107,995 shares; 2024Q4: 108,744 shares; 2025Q1: 113,956 shares; 2025Q2: 128,169 shares; 2025Q3: 128,233 shares; 2025Q4: 132,913 shares; 2026Q1: 132,895 shares 132,895 $7M 0.77% -18 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,050 shares; 2025Q4: 65,860 shares; 2026Q1: 127,992 shares 127,992 $6.65M 0.73% +62,132 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: 36,313 shares; 2024Q4: 37,440 shares; 2025Q1: 37,003 shares; 2025Q2: 44,558 shares; 2025Q3: 44,913 shares; 2025Q4: 43,588 shares; 2026Q1: 42,755 shares 42,755 $6.64M 0.73% -833 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,203 shares; 2024Q4: 130,923 shares; 2025Q1: 130,875 shares; 2025Q2: 131,195 shares; 2025Q3: 127,217 shares; 2025Q4: 125,466 shares; 2026Q1: 129,135 shares 129,135 $6.56M 0.72% +3,669 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,581 shares; 2024Q4: 176,676 shares; 2025Q1: 172,936 shares; 2025Q2: 169,701 shares; 2025Q3: 164,252 shares; 2025Q4: 141,189 shares; 2026Q1: 136,492 shares 136,492 $6.27M 0.69% -4,697 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,989 shares; 2024Q4: 21,704 shares; 2025Q1: 21,654 shares; 2025Q2: 21,579 shares; 2025Q3: 21,104 shares; 2025Q4: 20,704 shares; 2026Q1: 18,879 shares 18,879 $6M 0.66% -1,825 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: 60,664 shares; 2024Q4: 58,920 shares; 2025Q1: 78,803 shares; 2025Q2: 76,117 shares; 2025Q3: 76,991 shares; 2025Q4: 77,256 shares; 2026Q1: 76,946 shares 76,946 $5.97M 0.66% -310 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,664 shares; 2024Q4: 71,395 shares; 2025Q1: 90,910 shares; 2025Q2: 89,160 shares; 2025Q3: 87,660 shares; 2025Q4: 88,510 shares; 2026Q1: 87,045 shares 87,045 $5.96M 0.65% -1,465 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: 95,577 shares; 2024Q4: 95,885 shares; 2025Q1: 97,190 shares; 2025Q2: 97,212 shares; 2025Q3: 95,305 shares; 2025Q4: 97,228 shares; 2026Q1: 94,809 shares 94,809 $5.94M 0.65% -2,419 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,638 shares; 2024Q4: 26,818 shares; 2025Q1: 26,653 shares; 2025Q2: 26,553 shares; 2025Q3: 26,043 shares; 2025Q4: 25,858 shares; 2026Q1: 24,858 shares 24,858 $5.82M 0.64% -1,000 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,343 shares; 2024Q4: 14,713 shares; 2025Q1: 13,990 shares; 2025Q2: 14,297 shares; 2025Q3: 14,431 shares; 2025Q4: 14,437 shares; 2026Q1: 14,724 shares 14,724 $5.65M 0.62% +287 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,531 shares; 2024Q4: 50,843 shares; 2025Q1: 50,643 shares; 2025Q2: 50,248 shares; 2025Q3: 50,206 shares; 2025Q4: 49,396 shares; 2026Q1: 48,972 shares 48,972 $5.54M 0.61% -424 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: 24,886 shares; 2024Q4: 24,886 shares; 2025Q1: 25,436 shares; 2025Q2: 25,683 shares; 2025Q3: 25,186 shares; 2025Q4: 24,654 shares; 2026Q1: 24,016 shares 24,016 $5.52M 0.61% -638 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: 25,859 shares; 2024Q4: 28,145 shares; 2025Q1: 27,463 shares; 2025Q2: 27,282 shares; 2025Q3: 27,100 shares; 2025Q4: 26,879 shares; 2026Q1: 26,659 shares 26,659 $5.52M 0.61% -220 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,228 shares; 2024Q4: 104,774 shares; 2025Q1: 164,622 shares; 2025Q2: 169,493 shares; 2025Q3: 165,123 shares; 2025Q4: 167,967 shares; 2026Q1: 151,288 shares 151,288 $5.43M 0.6% -16,679 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,458 shares; 2024Q4: 55,898 shares; 2025Q1: 55,928 shares; 2025Q2: 55,063 shares; 2025Q3: 56,874 shares; 2025Q4: 56,867 shares; 2026Q1: 54,802 shares 54,802 $5.33M 0.59% -2,065 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,855 shares; 2024Q4: 77,269 shares; 2025Q1: 79,431 shares; 2025Q2: 78,736 shares; 2025Q3: 78,477 shares; 2025Q4: 49,869 shares; 2026Q1: 47,379 shares 47,379 $5.15M 0.57% -2,490 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,910 shares; 2024Q4: 43,101 shares; 2025Q1: 37,647 shares; 2025Q2: 42,744 shares; 2025Q3: 41,244 shares; 2025Q4: 47,926 shares; 2026Q1: 52,469 shares 52,469 $5.1M 0.56% +4,543 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: 58,625 shares; 2024Q4: 61,185 shares; 2025Q1: 67,522 shares; 2025Q2: 79,253 shares; 2025Q3: 88,931 shares; 2025Q4: 92,689 shares; 2026Q1: 95,371 shares 95,371 $5.01M 0.55% +2,682 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: 8,314 shares; 2024Q4: 8,398 shares; 2025Q1: 8,827 shares; 2025Q2: 9,049 shares; 2025Q3: 9,259 shares; 2025Q4: 9,363 shares; 2026Q1: 8,750 shares 8,750 $5.01M 0.55% -613 Timeline ARKG 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: 160,196 shares; 2025Q4: 185,556 shares; 2026Q1: 188,591 shares 188,591 $4.98M 0.55% +3,035 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,702 shares; 2024Q4: 41,883 shares; 2025Q1: 46,074 shares; 2025Q2: 48,131 shares; 2025Q3: 47,799 shares; 2025Q4: 46,488 shares; 2026Q1: 46,372 shares 46,372 $4.98M 0.55% -116 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: 71,607 shares; 2024Q4: 71,389 shares; 2025Q1: 69,389 shares; 2025Q2: 69,351 shares; 2025Q3: 67,652 shares; 2025Q4: 66,730 shares; 2026Q1: 64,255 shares 64,255 $4.89M 0.54% -2,475 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: 37,078 shares; 2024Q4: 36,878 shares; 2025Q1: 36,777 shares; 2025Q2: 36,082 shares; 2025Q3: 36,041 shares; 2025Q4: 34,374 shares; 2026Q1: 32,785 shares 32,785 $4.74M 0.52% -1,589 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 24,593 shares; 2025Q3: 22,893 shares; 2025Q4: 20,425 shares; 2026Q1: 20,175 shares 20,175 $4.56M 0.5% -250 Timeline QQEW 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: 44,547 shares; 2024Q4: 44,327 shares; 2025Q1: 43,712 shares; 2025Q2: 41,715 shares; 2025Q3: 38,410 shares; 2025Q4: 36,610 shares; 2026Q1: 35,517 shares 35,517 $4.51M 0.5% -1,093 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: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 8,800 shares; 2025Q3: 26,458 shares; 2025Q4: 24,140 shares; 2026Q1: 17,989 shares 17,989 $4.51M 0.5% -6,151 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: 74,880 shares; 2026Q1: 79,204 shares 79,204 $4.41M 0.49% +4,324 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: 18,786 shares; 2024Q4: 18,383 shares; 2025Q1: 17,633 shares; 2025Q2: 17,733 shares; 2025Q3: 17,652 shares; 2025Q4: 17,500 shares; 2026Q1: 17,440 shares 17,440 $4.23M 0.46% -60 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: 39,915 shares; 2024Q4: 36,374 shares; 2025Q1: 35,089 shares; 2025Q2: 35,215 shares; 2025Q3: 35,181 shares; 2025Q4: 34,781 shares; 2026Q1: 32,857 shares 32,857 $4.08M 0.45% -1,924 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: 53,584 shares; 2024Q4: 50,814 shares; 2025Q1: 51,203 shares; 2025Q2: 52,403 shares; 2025Q3: 51,448 shares; 2025Q4: 31,620 shares; 2026Q1: 31,539 shares 31,539 $3.92M 0.43% -81 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: 4,478 shares; 2024Q4: 4,152 shares; 2025Q1: 4,155 shares; 2025Q2: 4,029 shares; 2025Q3: 4,072 shares; 2025Q4: 4,082 shares; 2026Q1: 3,916 shares 3,916 $3.9M 0.43% -166 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 5,248 shares; 2025Q1: 4,869 shares; 2025Q2: 4,869 shares; 2025Q3: 7,907 shares; 2025Q4: 9,620 shares; 2026Q1: 10,415 shares 10,415 $3.87M 0.43% +795 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 9,156 shares; 2025Q1: 8,804 shares; 2025Q2: 8,676 shares; 2025Q3: 8,272 shares; 2025Q4: 8,172 shares; 2026Q1: 8,072 shares 8,072 $3.87M 0.43% -100 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: 15,134 shares; 2024Q4: 14,970 shares; 2025Q1: 14,657 shares; 2025Q2: 14,651 shares; 2025Q3: 14,774 shares; 2025Q4: 14,424 shares; 2026Q1: 12,592 shares 12,592 $3.81M 0.42% -1,832 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: 147,489 shares; 2024Q4: 206,618 shares; 2025Q1: 207,524 shares; 2025Q2: 214,164 shares; 2025Q3: 232,423 shares; 2025Q4: 214,261 shares; 2026Q1: 96,266 shares 96,266 $3.7M 0.41% -117,995 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: 10,889 shares; 2024Q4: 10,739 shares; 2025Q1: 10,693 shares; 2025Q2: 10,712 shares; 2025Q3: 10,707 shares; 2025Q4: 10,537 shares; 2026Q1: 10,437 shares 10,437 $3.67M 0.4% -100 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: 4,700 shares; 2024Q4: 4,200 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 41,860 shares 41,860 $3.61M 0.4% +37,960 Timeline ACWX 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: 52,646 shares; 2024Q4: 51,846 shares; 2025Q1: 51,696 shares; 2025Q2: 51,746 shares; 2025Q3: 51,846 shares; 2025Q4: 51,744 shares; 2026Q1: 51,578 shares 51,578 $3.53M 0.39% -166 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: 9,511 shares; 2024Q4: 9,050 shares; 2025Q1: 8,300 shares; 2025Q2: 8,317 shares; 2025Q3: 12,318 shares; 2025Q4: 10,577 shares; 2026Q1: 10,681 shares 10,681 $3.51M 0.39% +104 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: 19,124 shares; 2024Q4: 18,969 shares; 2025Q1: 18,969 shares; 2025Q2: 18,969 shares; 2025Q3: 18,654 shares; 2025Q4: 18,453 shares; 2026Q1: 17,950 shares 17,950 $3.46M 0.38% -503 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: 5,495 shares; 2024Q4: 5,935 shares; 2025Q1: 6,964 shares; 2025Q2: 7,197 shares; 2025Q3: 4,826 shares; 2025Q4: 21,294 shares; 2026Q1: 23,070 shares 23,070 $3.38M 0.37% +1,776 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,929 shares 74,929 $3.36M 0.37% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,017 shares; 2024Q4: 33,650 shares; 2025Q1: 32,650 shares; 2025Q2: 32,749 shares; 2025Q3: 32,740 shares; 2025Q4: 32,371 shares; 2026Q1: 32,205 shares 32,205 $3.31M 0.36% -166 Timeline FPX 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: 6,130 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 23,961 shares; 2025Q3: 24,252 shares; 2025Q4: 22,853 shares; 2026Q1: 20,648 shares 20,648 $3.28M 0.36% -2,205 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: 15,561 shares; 2024Q4: 15,141 shares; 2025Q1: 15,285 shares; 2025Q2: 15,285 shares; 2025Q3: 15,490 shares; 2025Q4: 14,911 shares; 2026Q1: 14,886 shares 14,886 $3.18M 0.35% -25 Timeline SPHB 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: 44,975 shares; 2024Q4: 40,754 shares; 2025Q1: 35,369 shares; 2025Q2: 31,869 shares; 2025Q3: 30,869 shares; 2025Q4: 29,817 shares; 2026Q1: 27,251 shares 27,251 $3.16M 0.35% -2,566 Timeline PFXF 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: 126,649 shares; 2024Q4: 103,536 shares; 2025Q1: 103,236 shares; 2025Q2: 123,136 shares; 2025Q3: 151,586 shares; 2025Q4: 157,985 shares; 2026Q1: 177,272 shares 177,272 $3.11M 0.34% +19,287 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: 10,490 shares; 2024Q4: 10,767 shares; 2025Q1: 10,574 shares; 2025Q2: 11,090 shares; 2025Q3: 10,928 shares; 2025Q4: 11,053 shares; 2026Q1: 10,803 shares 10,803 $3.1M 0.34% -250 Timeline RSPM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,785 shares; 2026Q1: 78,232 shares 78,232 $3.02M 0.33% +61,447 Timeline VRP 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: 91,515 shares; 2024Q4: 83,315 shares; 2025Q1: 81,915 shares; 2025Q2: 100,915 shares; 2025Q3: 118,615 shares; 2025Q4: 124,614 shares; 2026Q1: 125,206 shares 125,206 $3M 0.33% +592 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: 51,977 shares; 2024Q4: 53,251 shares; 2025Q1: 53,240 shares; 2025Q2: 52,758 shares; 2025Q3: 49,244 shares; 2025Q4: 45,768 shares; 2026Q1: 46,043 shares 46,043 $3M 0.33% +275 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,507 shares; 2025Q3: 54,575 shares; 2025Q4: 50,908 shares; 2026Q1: 42,505 shares 42,505 $2.95M 0.32% -8,403 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: 3,291 shares; 2024Q4: 3,266 shares; 2025Q1: 3,210 shares; 2025Q2: 3,249 shares; 2025Q3: 3,225 shares; 2025Q4: 3,373 shares; 2026Q1: 3,347 shares 3,347 $2.83M 0.31% -26 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: 14,339 shares 14,339 $2.83M 0.31% new 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: 58,487 shares; 2024Q4: 57,487 shares; 2025Q1: 53,487 shares; 2025Q2: 53,487 shares; 2025Q3: 52,487 shares; 2025Q4: 52,485 shares; 2026Q1: 51,294 shares 51,294 $2.71M 0.3% -1,191 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: 28,289 shares; 2024Q4: 27,664 shares; 2025Q1: 27,651 shares; 2025Q2: 23,467 shares; 2025Q3: 22,209 shares; 2025Q4: 21,774 shares; 2026Q1: 21,520 shares 21,520 $2.59M 0.28% -254 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,436 shares; 2024Q4: 37,613 shares; 2025Q1: 36,777 shares; 2025Q2: 34,932 shares; 2025Q3: 33,884 shares; 2025Q4: 32,749 shares; 2026Q1: 32,904 shares 32,904 $2.59M 0.28% +155 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,504 shares; 2024Q4: 22,358 shares; 2025Q1: 24,013 shares; 2025Q2: 23,028 shares; 2025Q3: 24,814 shares; 2025Q4: 25,899 shares; 2026Q1: 26,051 shares 26,051 $2.59M 0.28% +152 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,900 shares; 2026Q1: 32,050 shares 32,050 $2.51M 0.28% +150 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: 14,444 shares; 2024Q4: 14,424 shares; 2025Q1: 14,424 shares; 2025Q2: 13,524 shares; 2025Q3: 13,327 shares; 2025Q4: 12,822 shares; 2026Q1: 12,592 shares 12,592 $2.49M 0.27% -230 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: 10,015 shares; 2024Q4: 9,679 shares; 2025Q1: 9,679 shares; 2025Q2: 9,679 shares; 2025Q3: 9,205 shares; 2025Q4: 8,655 shares; 2026Q1: 7,628 shares 7,628 $2.31M 0.25% -1,027 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: 53,121 shares; 2024Q4: 52,605 shares; 2025Q1: 52,906 shares; 2025Q2: 52,907 shares; 2025Q3: 51,743 shares; 2025Q4: 49,192 shares; 2026Q1: 46,728 shares 46,728 $2.28M 0.25% -2,464 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: 26,494 shares; 2024Q4: 24,990 shares; 2025Q1: 24,990 shares; 2025Q2: 24,990 shares; 2025Q3: 23,790 shares; 2025Q4: 22,990 shares; 2026Q1: 22,690 shares 22,690 $2.27M 0.25% -300 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: 8,175 shares; 2024Q4: 7,855 shares; 2025Q1: 7,940 shares; 2025Q2: 7,940 shares; 2025Q3: 7,967 shares; 2025Q4: 7,842 shares; 2026Q1: 7,843 shares 7,843 $2.23M 0.24% +1 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,654 shares; 2025Q1: 3,989 shares; 2025Q2: 4,130 shares; 2025Q3: 4,067 shares; 2025Q4: 3,667 shares; 2026Q1: 3,392 shares 3,392 $2.22M 0.24% -275 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,650 shares; 2026Q1: 32,825 shares 32,825 $2.17M 0.24% +175 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: 22,689 shares; 2024Q4: 22,375 shares; 2025Q1: 21,175 shares; 2025Q2: 21,178 shares; 2025Q3: 21,170 shares; 2025Q4: 21,077 shares; 2026Q1: 21,269 shares 21,269 $2.05M 0.23% +192 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: 14,323 shares; 2024Q4: 14,008 shares; 2025Q1: 13,137 shares; 2025Q2: 14,114 shares; 2025Q3: 14,026 shares; 2025Q4: 14,778 shares; 2026Q1: 15,612 shares 15,612 $2.05M 0.22% +834 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: 14,334 shares; 2024Q4: 14,376 shares; 2025Q1: 13,308 shares; 2025Q2: 13,308 shares; 2025Q3: 13,814 shares; 2025Q4: 21,814 shares; 2026Q1: 21,970 shares 21,970 $2.04M 0.22% +156 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,388 shares; 2024Q4: 18,873 shares; 2025Q1: 17,975 shares; 2025Q2: 19,470 shares; 2025Q3: 23,498 shares; 2025Q4: 24,245 shares; 2026Q1: 24,223 shares 24,223 $2M 0.22% -22 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,850 shares; 2025Q1: 6,258 shares; 2025Q2: 6,659 shares; 2025Q3: 15,143 shares; 2025Q4: 16,308 shares; 2026Q1: 15,933 shares 15,933 $2M 0.22% -375 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: 69,380 shares; 2024Q4: 70,380 shares; 2025Q1: 68,986 shares; 2025Q2: 68,307 shares; 2025Q3: 68,031 shares; 2025Q4: 67,689 shares; 2026Q1: 67,662 shares 67,662 $1.96M 0.22% -27 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: 46,868 shares; 2024Q4: 45,093 shares; 2025Q1: 42,753 shares; 2025Q2: 41,201 shares; 2025Q3: 37,029 shares; 2025Q4: 36,543 shares; 2026Q1: 38,910 shares 38,910 $1.95M 0.21% +2,367 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,856 shares; 2024Q4: 16,856 shares; 2025Q1: 16,363 shares; 2025Q2: 16,295 shares; 2025Q3: 16,243 shares; 2025Q4: 16,244 shares; 2026Q1: 16,245 shares 16,245 $1.94M 0.21% +1 Timeline FLOT 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: 28,324 shares; 2024Q4: 28,706 shares; 2025Q1: 31,106 shares; 2025Q2: 22,556 shares; 2025Q3: 32,621 shares; 2025Q4: 31,521 shares; 2026Q1: 37,221 shares 37,221 $1.9M 0.21% +5,700 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: 15,019 shares; 2024Q4: 15,336 shares; 2025Q1: 14,059 shares; 2025Q2: 13,824 shares; 2025Q3: 14,173 shares; 2025Q4: 14,184 shares; 2026Q1: 14,185 shares 14,185 $1.86M 0.2% +1 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,800 shares; 2026Q1: 53,500 shares 53,500 $1.84M 0.2% +29,700 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,850 shares 14,850 $1.79M 0.2% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 7,775 shares; 2025Q1: 7,675 shares; 2025Q2: 7,805 shares; 2025Q3: 7,655 shares; 2025Q4: 7,604 shares; 2026Q1: 7,346 shares 7,346 $1.76M 0.19% -258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,935 shares; 2025Q3: 15,811 shares; 2025Q4: 19,296 shares; 2026Q1: 19,097 shares 19,097 $1.75M 0.19% -199 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: 29,752 shares; 2024Q4: 34,158 shares; 2025Q1: 33,858 shares; 2025Q2: 33,858 shares; 2025Q3: 34,158 shares; 2025Q4: 33,784 shares; 2026Q1: 31,884 shares 31,884 $1.74M 0.19% -1,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,423 shares; 2025Q4: 8,489 shares; 2026Q1: 8,489 shares 8,489 $1.73M 0.19% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,026 shares; 2025Q2: 7,521 shares; 2025Q3: 13,040 shares; 2025Q4: 16,656 shares; 2026Q1: 18,856 shares 18,856 $1.71M 0.19% +2,200 Timeline FCG 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: 25,650 shares; 2024Q4: 22,650 shares; 2025Q1: 18,650 shares; 2025Q2: 18,150 shares; 2025Q3: 18,150 shares; 2025Q4: 15,150 shares; 2026Q1: 52,860 shares 52,860 $1.68M 0.18% +37,710 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: 4,181 shares; 2024Q4: 4,181 shares; 2025Q1: 4,102 shares; 2025Q2: 4,132 shares; 2025Q3: 3,885 shares; 2025Q4: 3,585 shares; 2026Q1: 3,235 shares 3,235 $1.59M 0.17% -350 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: 4,901 shares; 2024Q4: 10,632 shares; 2025Q1: 10,632 shares; 2025Q2: 10,784 shares; 2025Q3: 9,984 shares; 2025Q4: 9,834 shares; 2026Q1: 9,904 shares 9,904 $1.59M 0.17% +70 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 11,803 shares; 2025Q1: 11,803 shares; 2025Q2: 11,803 shares; 2025Q3: 11,803 shares; 2025Q4: 12,403 shares; 2026Q1: 12,103 shares 12,103 $1.59M 0.17% -300 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: 2,577 shares; 2024Q4: 2,559 shares; 2025Q1: 1,684 shares; 2025Q2: 1,756 shares; 2025Q3: 1,717 shares; 2025Q4: 6,127 shares; 2026Q1: 7,987 shares 7,987 $1.58M 0.17% +1,860 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,730 shares; 2025Q1: 47,890 shares; 2025Q2: 52,390 shares; 2025Q3: 54,055 shares; 2025Q4: 53,805 shares; 2026Q1: 65,805 shares 65,805 $1.57M 0.17% +12,000 Timeline RZV 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: 17,656 shares; 2024Q4: 16,241 shares; 2025Q1: 15,146 shares; 2025Q2: 15,146 shares; 2025Q3: 14,346 shares; 2025Q4: 12,650 shares; 2026Q1: 12,450 shares 12,450 $1.55M 0.17% -200 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: 1,857 shares; 2024Q4: 1,873 shares; 2025Q1: 1,830 shares; 2025Q2: 1,826 shares; 2025Q3: 1,834 shares; 2025Q4: 1,832 shares; 2026Q1: 1,760 shares 1,760 $1.54M 0.17% -72 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 18,082 shares; 2025Q1: 17,430 shares; 2025Q2: 17,130 shares; 2025Q3: 16,728 shares; 2025Q4: 16,233 shares; 2026Q1: 17,571 shares 17,571 $1.52M 0.17% +1,338 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,100 shares; 2025Q1: 8,900 shares; 2025Q2: 8,800 shares; 2025Q3: 8,700 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400 $1.52M 0.17% 0 Timeline MLPX 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: 21,699 shares; 2024Q4: 20,150 shares; 2025Q1: 20,152 shares; 2025Q2: 20,103 shares; 2025Q3: 19,804 shares; 2025Q4: 19,806 shares; 2026Q1: 19,797 shares 19,797 $1.46M 0.16% -9 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 5,193 shares; 2025Q1: 6,176 shares; 2025Q2: 6,260 shares; 2025Q3: 6,294 shares; 2025Q4: 12,023 shares; 2026Q1: 10,913 shares 10,913 $1.45M 0.16% -1,110 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,693 shares; 2024Q4: 32,544 shares; 2025Q1: 31,544 shares; 2025Q2: 30,244 shares; 2025Q3: 26,055 shares; 2025Q4: 22,805 shares; 2026Q1: 23,625 shares 23,625 $1.43M 0.16% +820 Timeline SJNK 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: 20,188 shares; 2024Q4: 21,573 shares; 2025Q1: 30,740 shares; 2025Q2: 33,467 shares; 2025Q3: 50,346 shares; 2025Q4: 56,519 shares; 2026Q1: 56,578 shares 56,578 $1.41M 0.16% +59 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 9,676 shares; 2025Q1: 13,865 shares; 2025Q2: 16,684 shares; 2025Q3: 20,186 shares; 2025Q4: 20,188 shares; 2026Q1: 21,924 shares 21,924 $1.4M 0.15% +1,736 Timeline REMX 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: 15,125 shares; 2026Q1: 15,759 shares 15,759 $1.39M 0.15% +634 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,737 shares; 2025Q1: 3,272 shares; 2025Q2: 3,397 shares; 2025Q3: 3,177 shares; 2025Q4: 3,158 shares; 2026Q1: 3,128 shares 3,128 $1.35M 0.15% -30 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: 34,506 shares; 2024Q4: 34,506 shares; 2025Q1: 34,506 shares; 2025Q2: 34,506 shares; 2025Q3: 33,906 shares; 2025Q4: 34,264 shares; 2026Q1: 34,264 shares 34,264 $1.3M 0.14% 0 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: 16,328 shares; 2024Q4: 16,328 shares; 2025Q1: 15,438 shares; 2025Q2: 15,338 shares; 2025Q3: 14,872 shares; 2025Q4: 14,272 shares; 2026Q1: 13,214 shares 13,214 $1.27M 0.14% -1,058 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: 1,684 shares; 2024Q4: 1,687 shares; 2025Q1: 1,696 shares; 2025Q2: 1,991 shares; 2025Q3: 2,236 shares; 2025Q4: 2,480 shares; 2026Q1: 2,128 shares 2,128 $1.27M 0.14% -352 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,271 shares; 2024Q4: 25,886 shares; 2025Q1: 25,846 shares; 2025Q2: 25,846 shares; 2025Q3: 25,271 shares; 2025Q4: 25,271 shares; 2026Q1: 25,501 shares 25,501 $1.27M 0.14% +230 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,597 shares 17,597 $1.23M 0.14% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,340 shares 1,340 $1.2M 0.13% +17 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: not reported; 2024Q4: 2,000 shares; 2025Q1: 13,700 shares; 2025Q2: 13,400 shares; 2025Q3: 13,342 shares; 2025Q4: 8,930 shares; 2026Q1: 5,780 shares 5,780 $1.19M 0.13% -3,150 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: 7,176 shares; 2025Q1: 7,162 shares; 2025Q2: 7,154 shares; 2025Q3: 7,088 shares; 2025Q4: 6,661 shares; 2026Q1: 5,842 shares 5,842 $1.19M 0.13% -819 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,460 shares; 2025Q2: 4,706 shares; 2025Q3: 5,944 shares; 2025Q4: 13,559 shares; 2026Q1: 16,857 shares 16,857 $1.18M 0.13% +3,298 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,406 shares; 2025Q3: 4,836 shares; 2025Q4: 9,206 shares; 2026Q1: 10,786 shares 10,786 $1.18M 0.13% +1,580 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: 6,321 shares; 2024Q4: 6,321 shares; 2025Q1: 4,821 shares; 2025Q2: 4,821 shares; 2025Q3: 4,821 shares; 2025Q4: 11,140 shares; 2026Q1: 23,099 shares 23,099 $1.15M 0.13% +11,959 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: 1,394 shares; 2024Q4: 1,374 shares; 2025Q1: 1,365 shares; 2025Q2: 1,341 shares; 2025Q3: 3,198 shares; 2025Q4: 3,214 shares; 2026Q1: 3,369 shares 3,369 $1.08M 0.12% +155 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 9,317 shares; 2025Q1: 7,742 shares; 2025Q2: 7,746 shares; 2025Q3: 7,746 shares; 2025Q4: 7,749 shares; 2026Q1: 7,748 shares 7,748 $1.07M 0.12% -1 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: 29,050 shares; 2024Q4: 24,350 shares; 2025Q1: 24,350 shares; 2025Q2: 23,850 shares; 2025Q3: 23,858 shares; 2025Q4: 24,283 shares; 2026Q1: 24,058 shares 24,058 $1.02M 0.11% -225 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: 8,606 shares; 2024Q4: 8,409 shares; 2025Q1: 8,410 shares; 2025Q2: 8,411 shares; 2025Q3: 8,436 shares; 2025Q4: 8,436 shares; 2026Q1: 7,412 shares 7,412 $1.01M 0.11% -1,024 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,992 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares; 2026Q1: 2,942 shares 2,942 $1.01M 0.11% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,052 shares; 2024Q4: 16,554 shares; 2025Q1: 16,554 shares; 2025Q2: 16,554 shares; 2025Q3: 16,552 shares; 2025Q4: 14,659 shares; 2026Q1: 13,859 shares 13,859 $989K 0.11% -800 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: 1,455 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,490 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $982K 0.11% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 3,023 shares; 2025Q1: 2,994 shares; 2025Q2: 3,150 shares; 2025Q3: 3,406 shares; 2025Q4: 3,152 shares; 2026Q1: 3,120 shares 3,120 $970K 0.11% -32 Timeline SBIO 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: 31,311 shares; 2024Q4: 29,686 shares; 2025Q1: 27,186 shares; 2025Q2: 20,336 shares; 2025Q3: 19,536 shares; 2025Q4: 19,034 shares; 2026Q1: 18,318 shares 18,318 $959K 0.11% -716 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: 1,200 shares; 2024Q4: 1,497 shares; 2025Q1: 2,391 shares; 2025Q2: 2,685 shares; 2025Q3: 3,237 shares; 2025Q4: 3,046 shares; 2026Q1: 3,077 shares 3,077 $952K 0.1% +31 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,270 shares; 2025Q1: 3,257 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $948K 0.1% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,068 shares; 2025Q4: 5,772 shares; 2026Q1: 5,772 shares 5,772 $895K 0.1% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 10,920 shares; 2025Q1: 9,320 shares; 2025Q2: 9,320 shares; 2025Q3: 8,920 shares; 2025Q4: 8,870 shares; 2026Q1: 8,870 shares 8,870 $892K 0.1% 0 Timeline PSP 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: 22,708 shares; 2024Q4: 23,905 shares; 2025Q1: 24,195 shares; 2025Q2: 23,795 shares; 2025Q3: 23,095 shares; 2025Q4: 21,475 shares; 2026Q1: 15,740 shares 15,740 $890K 0.1% -5,735 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 6,221 shares; 2025Q1: 6,221 shares; 2025Q2: 6,071 shares; 2025Q3: 5,784 shares; 2025Q4: 5,784 shares; 2026Q1: 5,784 shares 5,784 $884K 0.1% 0 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: 5,734 shares; 2024Q4: 5,894 shares; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares; 2025Q3: 6,729 shares; 2025Q4: 6,826 shares; 2026Q1: 6,660 shares 6,660 $879K 0.1% -166 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,435 shares; 2025Q4: 18,435 shares; 2026Q1: 18,435 shares 18,435 $862K 0.09% 0 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: 5,830 shares; 2024Q4: 1,546 shares; 2025Q1: 1,715 shares; 2025Q2: 1,896 shares; 2025Q3: 2,020 shares; 2025Q4: 2,095 shares; 2026Q1: 2,143 shares 2,143 $837K 0.09% +48 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $836K 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,429 shares; 2024Q4: 58,022 shares; 2025Q1: 57,235 shares; 2025Q2: 46,591 shares; 2025Q3: 43,073 shares; 2025Q4: 34,462 shares; 2026Q1: 29,670 shares 29,670 $833K 0.09% -4,792 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,734 shares; 2024Q4: 12,468 shares; 2025Q1: 12,468 shares; 2025Q2: 12,398 shares; 2025Q3: 11,973 shares; 2025Q4: 10,375 shares; 2026Q1: 9,775 shares 9,775 $833K 0.09% -600 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,650 shares; 2026Q1: 13,710 shares 13,710 $816K 0.09% +5,060 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: 3,112 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,092 shares; 2025Q3: 3,777 shares; 2025Q4: 3,387 shares; 2026Q1: 3,332 shares 3,332 $814K 0.09% -55 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,059 shares; 2025Q2: 1,060 shares; 2025Q3: 1,151 shares; 2025Q4: 1,152 shares; 2026Q1: 1,145 shares 1,145 $811K 0.09% -7 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: not reported; 2025Q1: 8,511 shares; 2025Q2: 12,142 shares; 2025Q3: 10,168 shares; 2025Q4: 10,286 shares; 2026Q1: 10,344 shares 10,344 $798K 0.09% +58 Timeline INDA 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: 40,590 shares; 2025Q3: 36,787 shares; 2025Q4: 33,847 shares; 2026Q1: 16,350 shares 16,350 $766K 0.08% -17,497 Timeline PHO 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: 13,031 shares; 2024Q4: 12,265 shares; 2025Q1: 12,265 shares; 2025Q2: 12,115 shares; 2025Q3: 11,265 shares; 2025Q4: 11,265 shares; 2026Q1: 11,415 shares 11,415 $763K 0.08% +150 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: 3,494 shares; 2024Q4: 3,531 shares; 2025Q1: 3,531 shares; 2025Q2: 3,531 shares; 2025Q3: 3,587 shares; 2025Q4: 3,257 shares; 2026Q1: 3,157 shares 3,157 $746K 0.08% -100 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,151 shares; 2025Q1: 5,151 shares; 2025Q2: 5,576 shares; 2025Q3: 5,705 shares; 2025Q4: 5,705 shares; 2026Q1: 5,705 shares 5,705 $731K 0.08% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,500 shares 9,500 $725K 0.08% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 10,445 shares; 2025Q1: 10,445 shares; 2025Q2: 10,015 shares; 2025Q3: 9,575 shares; 2025Q4: 9,350 shares; 2026Q1: 7,650 shares 7,650 $723K 0.08% -1,700 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: 11,510 shares; 2024Q4: 11,278 shares; 2025Q1: 10,567 shares; 2025Q2: 10,348 shares; 2025Q3: 10,779 shares; 2025Q4: 11,496 shares; 2026Q1: 11,496 shares 11,496 $711K 0.08% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,562 shares; 2025Q1: 5,562 shares; 2025Q2: 5,262 shares; 2025Q3: 5,172 shares; 2025Q4: 5,172 shares; 2026Q1: 4,772 shares 4,772 $704K 0.08% -400 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: 2,803 shares; 2024Q4: 2,803 shares; 2025Q1: 3,818 shares; 2025Q2: 4,001 shares; 2025Q3: 4,398 shares; 2025Q4: 4,277 shares; 2026Q1: 4,325 shares 4,325 $691K 0.08% +48 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,401 shares; 2025Q1: 2,451 shares; 2025Q2: 2,676 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares; 2026Q1: 4,578 shares 4,578 $678K 0.07% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 30,000 shares; 2025Q3: 305,925 shares; 2025Q4: 267,125 shares; 2026Q1: 184,925 shares 184,925 $677K 0.07% -82,200 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $676K 0.07% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,944 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 5,892 shares; 2025Q3: 5,969 shares; 2025Q4: 5,969 shares; 2026Q1: 5,949 shares 5,949 $675K 0.07% -20 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: 2,009 shares; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 2,193 shares; 2025Q3: 2,218 shares; 2025Q4: 2,118 shares; 2026Q1: 2,116 shares 2,116 $673K 0.07% -2 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,988 shares; 2024Q4: 25,835 shares; 2025Q1: 25,835 shares; 2025Q2: 25,835 shares; 2025Q3: 25,835 shares; 2025Q4: 24,243 shares; 2026Q1: 24,447 shares 24,447 $668K 0.07% +204 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: 1,175 shares; 2024Q4: 1,188 shares; 2025Q1: 1,402 shares; 2025Q2: 1,407 shares; 2025Q3: 1,488 shares; 2025Q4: 1,368 shares; 2026Q1: 1,330 shares 1,330 $659K 0.07% -38 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,736 shares; 2024Q4: 10,736 shares; 2025Q1: 11,069 shares; 2025Q2: 12,287 shares; 2025Q3: 12,433 shares; 2025Q4: 11,765 shares; 2026Q1: 12,735 shares 12,735 $652K 0.07% +970 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 824 shares; 2025Q1: 895 shares; 2025Q2: 1,520 shares; 2025Q3: 1,930 shares; 2025Q4: 1,911 shares; 2026Q1: 1,811 shares 1,811 $646K 0.07% -100 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 4,680 shares; 2025Q1: 4,680 shares; 2025Q2: 4,680 shares; 2025Q3: 4,886 shares; 2025Q4: 4,886 shares; 2026Q1: 4,712 shares 4,712 $637K 0.07% -174 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,050 shares; 2024Q4: 19,050 shares; 2025Q1: 19,050 shares; 2025Q2: 19,050 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares; 2026Q1: 18,400 shares 18,400 $635K 0.07% 0 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: 1,113 shares; 2024Q4: 1,164 shares; 2025Q1: 1,286 shares; 2025Q2: 1,336 shares; 2025Q3: 1,391 shares; 2025Q4: 1,381 shares; 2026Q1: 1,258 shares 1,258 $629K 0.07% -123 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: 7,074 shares; 2024Q4: 6,624 shares; 2025Q1: 6,624 shares; 2025Q2: 6,624 shares; 2025Q3: 6,032 shares; 2025Q4: 6,719 shares; 2026Q1: 6,711 shares 6,711 $624K 0.07% -8 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $613K 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 6,033 shares; 2025Q1: 6,285 shares; 2025Q2: 6,357 shares; 2025Q3: 6,405 shares; 2025Q4: 4,155 shares; 2026Q1: 4,145 shares 4,145 $610K 0.07% -10 Timeline XHE 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: 16,010 shares; 2024Q4: 15,660 shares; 2025Q1: 14,560 shares; 2025Q2: 11,860 shares; 2025Q3: 9,945 shares; 2025Q4: 8,945 shares; 2026Q1: 7,710 shares 7,710 $603K 0.07% -1,235 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: 1,918 shares; 2024Q4: 1,900 shares; 2025Q1: 2,080 shares; 2025Q2: 2,104 shares; 2025Q3: 2,343 shares; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares 2,268 $594K 0.07% 0 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 7,709 shares; 2025Q1: 9,172 shares; 2025Q2: 7,957 shares; 2025Q3: 5,102 shares; 2025Q4: 5,701 shares; 2026Q1: 5,715 shares 5,715 $594K 0.07% +14 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,092 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares 1,878 $589K 0.06% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 6,027 shares; 2025Q1: 6,027 shares; 2025Q2: 5,927 shares; 2025Q3: 6,027 shares; 2025Q4: 6,027 shares; 2026Q1: 5,055 shares 5,055 $581K 0.06% -972 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 12,197 shares; 2025Q1: 11,197 shares; 2025Q2: 11,197 shares; 2025Q3: 11,137 shares; 2025Q4: 10,860 shares; 2026Q1: 10,394 shares 10,394 $553K 0.06% -466 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,548 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares 2,520 $546K 0.06% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,190 shares; 2024Q4: 44,165 shares; 2025Q1: 44,165 shares; 2025Q2: 44,165 shares; 2025Q3: 44,165 shares; 2025Q4: 57,365 shares; 2026Q1: 57,365 shares 57,365 $544K 0.06% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,631 shares; 2025Q1: 2,614 shares; 2025Q2: 2,614 shares; 2025Q3: 2,616 shares; 2025Q4: 2,615 shares; 2026Q1: 2,352 shares 2,352 $542K 0.06% -263 Timeline SRLN 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: 27,800 shares; 2024Q4: 18,000 shares; 2025Q1: 17,100 shares; 2025Q2: 16,600 shares; 2025Q3: 16,600 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares 13,400 $538K 0.06% 0 Timeline DJD 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: 9,925 shares; 2024Q4: 9,925 shares; 2025Q1: 9,925 shares; 2025Q2: 9,925 shares; 2025Q3: 9,925 shares; 2025Q4: 9,925 shares; 2026Q1: 8,925 shares 8,925 $533K 0.06% -1,000 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: 4,501 shares; 2024Q4: 4,513 shares; 2025Q1: 4,488 shares; 2025Q2: 4,486 shares; 2025Q3: 4,502 shares; 2025Q4: 4,177 shares; 2026Q1: 4,119 shares 4,119 $530K 0.06% -58 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: 3,878 shares; 2024Q4: 3,873 shares; 2025Q1: 3,898 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,694 shares; 2026Q1: 3,694 shares 3,694 $526K 0.06% 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: 19,230 shares; 2024Q4: 22,570 shares; 2025Q1: 22,571 shares; 2025Q2: 21,071 shares; 2025Q3: 21,071 shares; 2025Q4: 20,070 shares; 2026Q1: 12,536 shares 12,536 $525K 0.06% -7,534 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: 12,442 shares; 2024Q4: 14,878 shares; 2025Q1: 18,987 shares; 2025Q2: 20,919 shares; 2025Q3: 21,078 shares; 2025Q4: 19,364 shares; 2026Q1: 7,280 shares 7,280 $524K 0.06% -12,084 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: 5,850 shares; 2024Q4: 5,430 shares; 2025Q1: 5,430 shares; 2025Q2: 5,430 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares; 2026Q1: 4,230 shares 4,230 $512K 0.06% -400 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,310 shares; 2025Q4: 3,310 shares; 2026Q1: 3,160 shares 3,160 $504K 0.06% -150 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 11,375 shares; 2025Q2: 10,625 shares; 2025Q3: 8,625 shares; 2025Q4: 7,875 shares; 2026Q1: 7,875 shares 7,875 $493K 0.05% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 4,240 shares 4,240 $492K 0.05% +2,000 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: 1,816 shares; 2024Q4: 1,851 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,992 shares; 2025Q4: 1,857 shares; 2026Q1: 1,857 shares 1,857 $483K 0.05% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,300 shares 8,300 $481K 0.05% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,284 shares; 2025Q1: 5,457 shares; 2025Q2: 5,457 shares; 2025Q3: 5,830 shares; 2025Q4: 5,829 shares; 2026Q1: 5,676 shares 5,676 $475K 0.05% -153 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 15,767 shares; 2025Q1: 11,179 shares; 2025Q2: 11,179 shares; 2025Q3: 11,225 shares; 2025Q4: 11,225 shares; 2026Q1: 11,211 shares 11,211 $460K 0.05% -14 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 6,189 shares; 2025Q1: 6,189 shares; 2025Q2: 6,302 shares; 2025Q3: 6,302 shares; 2025Q4: 6,302 shares; 2026Q1: 7,302 shares 7,302 $457K 0.05% +1,000 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,910 shares; 2025Q1: 4,891 shares; 2025Q2: 4,891 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 4,891 shares 4,891 $451K 0.05% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,670 shares; 2024Q4: 32,270 shares; 2025Q1: 29,520 shares; 2025Q2: 28,570 shares; 2025Q3: 26,695 shares; 2025Q4: 20,208 shares; 2026Q1: 17,342 shares 17,342 $449K 0.05% -2,866 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 2,605 shares; 2025Q1: 2,580 shares; 2025Q2: 2,963 shares; 2025Q3: 2,955 shares; 2025Q4: 2,329 shares; 2026Q1: 2,246 shares 2,246 $447K 0.05% -83 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: 4,545 shares; 2024Q4: 4,545 shares; 2025Q1: 4,545 shares; 2025Q2: 4,649 shares; 2025Q3: 5,218 shares; 2025Q4: 6,628 shares; 2026Q1: 6,628 shares 6,628 $437K 0.05% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,955 shares; 2025Q2: 2,034 shares; 2025Q3: 2,173 shares; 2025Q4: 2,165 shares; 2026Q1: 2,015 shares 2,015 $425K 0.05% -150 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares 2,547 $421K 0.05% 0 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,815 shares 15,815 $413K 0.05% new 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: 700 shares; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $410K 0.05% 0 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: 33,877 shares; 2024Q4: 31,743 shares; 2025Q1: 26,915 shares; 2025Q2: 25,908 shares; 2025Q3: 25,908 shares; 2025Q4: 21,493 shares; 2026Q1: 16,778 shares 16,778 $410K 0.05% -4,715 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: 4,275 shares; 2024Q4: 4,023 shares; 2025Q1: 3,623 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,573 shares; 2026Q1: 2,823 shares 2,823 $402K 0.04% +250 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: 1,584 shares; 2024Q4: 1,635 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares; 2026Q1: 1,655 shares 1,655 $402K 0.04% -2 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 35,213 shares; 2025Q3: 32,713 shares; 2025Q4: 11,211 shares; 2026Q1: 10,720 shares 10,720 $393K 0.04% -491 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: 1,846 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,670 shares; 2025Q3: 2,681 shares; 2025Q4: 2,681 shares; 2026Q1: 2,681 shares 2,681 $389K 0.04% 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: 2,827 shares; 2024Q4: 2,827 shares; 2025Q1: 2,827 shares; 2025Q2: 2,827 shares; 2025Q3: 2,827 shares; 2025Q4: 2,825 shares; 2026Q1: 2,659 shares 2,659 $388K 0.04% -166 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,626 shares; 2026Q1: 2,626 shares 2,626 $383K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 6,612 shares; 2025Q1: 6,612 shares; 2025Q2: 6,795 shares; 2025Q3: 7,049 shares; 2025Q4: 7,049 shares; 2026Q1: 7,049 shares 7,049 $382K 0.04% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,236 shares; 2025Q1: 15,688 shares; 2025Q2: 15,347 shares; 2025Q3: 14,844 shares; 2025Q4: 8,668 shares; 2026Q1: 4,757 shares 4,757 $381K 0.04% -3,911 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: 28,126 shares; 2024Q4: 10,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,455 shares; 2025Q4: 8,480 shares; 2026Q1: 8,480 shares 8,480 $374K 0.04% 0 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: 3,430 shares; 2024Q4: 3,430 shares; 2025Q1: 3,305 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares 3,305 $374K 0.04% 0 Timeline MOO 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: 11,825 shares; 2024Q4: 11,416 shares; 2025Q1: 7,766 shares; 2025Q2: 7,266 shares; 2025Q3: 6,766 shares; 2025Q4: 4,700 shares; 2026Q1: 4,417 shares 4,417 $373K 0.04% -283 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,115 shares; 2025Q1: 5,115 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 5,115 shares; 2026Q1: 5,115 shares 5,115 $363K 0.04% 0 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: 738 shares; 2024Q4: 741 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 651 shares; 2025Q4: 591 shares; 2026Q1: 591 shares 591 $357K 0.04% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 2,456 shares; 2025Q4: 2,456 shares; 2026Q1: 2,456 shares 2,456 $355K 0.04% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,173 shares; 2025Q4: 12,173 shares; 2026Q1: 12,173 shares 12,173 $355K 0.04% 0 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: 7,514 shares; 2024Q4: 7,349 shares; 2025Q1: 7,286 shares; 2025Q2: 7,286 shares; 2025Q3: 6,701 shares; 2025Q4: 6,700 shares; 2026Q1: 6,245 shares 6,245 $352K 0.04% -455 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 6,995 shares; 2025Q4: 6,795 shares; 2026Q1: 6,795 shares 6,795 $345K 0.04% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 5,823 shares; 2025Q1: 4,950 shares; 2025Q2: 4,960 shares; 2025Q3: 4,837 shares; 2025Q4: 4,596 shares; 2026Q1: 4,235 shares 4,235 $344K 0.04% -361 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,335 shares; 2026Q1: 7,535 shares 7,535 $343K 0.04% -800 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: 8,275 shares; 2025Q3: 7,275 shares; 2025Q4: 4,875 shares; 2026Q1: 5,250 shares 5,250 $337K 0.04% +375 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,719 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $333K 0.04% 0 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: 8,950 shares; 2024Q4: 9,206 shares; 2025Q1: 9,954 shares; 2025Q2: 9,206 shares; 2025Q3: 9,252 shares; 2025Q4: 9,252 shares; 2026Q1: 8,952 shares 8,952 $329K 0.04% -300 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 6,816 shares; 2025Q1: 6,816 shares; 2025Q2: 6,816 shares; 2025Q3: 4,200 shares; 2025Q4: 4,199 shares; 2026Q1: 3,033 shares 3,033 $322K 0.04% -1,166 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: 1,692 shares; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 2,248 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $321K 0.04% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 3,372 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,542 shares; 2025Q4: 7,280 shares; 2026Q1: 6,948 shares 6,948 $319K 0.04% -332 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,900 shares; 2026Q1: 5,400 shares 5,400 $319K 0.04% -7,500 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,610 shares; 2024Q4: 52,460 shares; 2025Q1: 51,115 shares; 2025Q2: 35,935 shares; 2025Q3: 32,150 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $315K 0.03% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $311K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,628 shares; 2025Q1: 4,539 shares; 2025Q2: 4,764 shares; 2025Q3: 6,088 shares; 2025Q4: 5,369 shares; 2026Q1: 5,369 shares 5,369 $309K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919 shares; 2026Q1: 915 shares 915 $309K 0.03% -4 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,673 shares 2,673 $308K 0.03% new Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 8,025 shares; 2025Q1: 7,575 shares; 2025Q2: 7,575 shares; 2025Q3: 7,575 shares; 2025Q4: 7,575 shares; 2026Q1: 7,450 shares 7,450 $307K 0.03% -125 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,499 shares; 2026Q1: 6,367 shares 6,367 $299K 0.03% -4,132 Timeline SUB 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: 1,988 shares; 2025Q3: 1,988 shares; 2025Q4: 3,186 shares; 2026Q1: 2,768 shares 2,768 $295K 0.03% -418 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares; 2025Q4: 4,021 shares; 2026Q1: 5,316 shares 5,316 $287K 0.03% +1,295 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $287K 0.03% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,250 shares 4,250 $285K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,535 shares; 2025Q4: 3,181 shares; 2026Q1: 3,176 shares 3,176 $285K 0.03% -5 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 5,523 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $281K 0.03% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 5,265 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares; 2026Q1: 4,496 shares 4,496 $280K 0.03% -500 Timeline COM 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: 32,615 shares; 2024Q4: 23,650 shares; 2025Q1: 21,650 shares; 2025Q2: 17,760 shares; 2025Q3: 8,760 shares; 2025Q4: 8,760 shares; 2026Q1: 8,260 shares 8,260 $277K 0.03% -500 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 5,708 shares; 2025Q1: 5,708 shares; 2025Q2: 5,708 shares; 2025Q3: 5,708 shares; 2025Q4: 5,708 shares; 2026Q1: 5,708 shares 5,708 $277K 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $267K 0.03% 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: 12,547 shares; 2024Q4: 12,611 shares; 2025Q1: 12,320 shares; 2025Q2: 11,797 shares; 2025Q3: 11,797 shares; 2025Q4: 8,797 shares; 2026Q1: 7,920 shares 7,920 $266K 0.03% -877 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,045 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $265K 0.03% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,102 shares; 2025Q1: 10,102 shares; 2025Q2: 10,102 shares; 2025Q3: 10,102 shares; 2025Q4: 10,102 shares; 2026Q1: 10,102 shares 10,102 $263K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 376 shares 376 $262K 0.03% -150 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 1,820 shares; 2025Q3: 1,824 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares 1,785 $261K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,469 shares; 2026Q1: 4,469 shares 4,469 $255K 0.03% 0 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: not reported; 2024Q4: 3,825 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,834 shares; 2025Q4: 3,423 shares; 2026Q1: 3,414 shares 3,414 $254K 0.03% -9 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: 11,297 shares; 2025Q1: 8,697 shares; 2025Q2: 8,697 shares; 2025Q3: 8,707 shares; 2025Q4: 8,706 shares; 2026Q1: 8,473 shares 8,473 $254K 0.03% -233 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: 1,711 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,330 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,330 shares 1,330 $252K 0.03% -4 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,262 shares; 2024Q4: 9,412 shares; 2025Q1: 9,412 shares; 2025Q2: 9,412 shares; 2025Q3: 9,212 shares; 2025Q4: 8,011 shares; 2026Q1: 5,845 shares 5,845 $250K 0.03% -2,166 Timeline FLRN 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: 14,400 shares; 2024Q4: 14,075 shares; 2025Q1: 14,075 shares; 2025Q2: 13,075 shares; 2025Q3: 9,900 shares; 2025Q4: 9,398 shares; 2026Q1: 8,066 shares 8,066 $248K 0.03% -1,332 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: 5,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,630 shares; 2026Q1: 4,464 shares 4,464 $246K 0.03% -166 Timeline DIV 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: 37,950 shares; 2024Q4: 27,950 shares; 2025Q1: 26,725 shares; 2025Q2: 24,725 shares; 2025Q3: 24,725 shares; 2025Q4: 12,500 shares; 2026Q1: 13,000 shares 13,000 $246K 0.03% +500 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,926 shares; 2025Q1: 5,107 shares; 2025Q2: 5,107 shares; 2025Q3: 5,569 shares; 2025Q4: 5,568 shares; 2026Q1: 5,331 shares 5,331 $244K 0.03% -237 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $243K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,852 shares; 2025Q4: 3,327 shares; 2026Q1: 2,977 shares 2,977 $237K 0.03% -350 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares 2,968 $236K 0.03% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,520 shares; 2025Q2: 15,491 shares; 2025Q3: 14,876 shares; 2025Q4: 11,238 shares; 2026Q1: 1,563 shares 1,563 $236K 0.03% -9,675 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: 4,157 shares; 2024Q4: 3,294 shares; 2025Q1: 2,519 shares; 2025Q2: 2,537 shares; 2025Q3: 2,640 shares; 2025Q4: 3,131 shares; 2026Q1: 2,428 shares 2,428 $234K 0.03% -703 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,067 shares 3,067 $234K 0.03% new Timeline SMMD 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: 2,975 shares; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares 2,975 $227K 0.02% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $227K 0.02% 0 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: 9,625 shares; 2024Q4: 9,337 shares; 2025Q1: 9,236 shares; 2025Q2: 9,236 shares; 2025Q3: 10,291 shares; 2025Q4: 7,736 shares; 2026Q1: 7,736 shares 7,736 $222K 0.02% 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: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares; 2026Q1: 2,024 shares 2,024 $222K 0.02% 0 Timeline FALN 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: 12,250 shares; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,050 shares; 2025Q4: 8,800 shares; 2026Q1: 8,300 shares 8,300 $222K 0.02% -500 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,198 shares 2,198 $221K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 480 shares 480 $221K 0.02% -1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $221K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 732 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $212K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 396 shares; 2025Q4: 3,160 shares; 2026Q1: 2,190 shares 2,190 $211K 0.02% -970 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares 1,213 $210K 0.02% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,808 shares; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares 2,958 $208K 0.02% 0 Timeline KNCT 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $208K 0.02% 0 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 531 shares; 2025Q2: 604 shares; 2025Q3: 606 shares; 2025Q4: 572 shares; 2026Q1: 474 shares 474 $205K 0.02% -98 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 2,990 shares; 2025Q4: 2,912 shares; 2026Q1: 2,650 shares 2,650 $204K 0.02% -262 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,363 shares; 2025Q1: 3,238 shares; 2025Q2: 2,672 shares; 2025Q3: 2,417 shares; 2025Q4: 1,670 shares; 2026Q1: 1,284 shares 1,284 $202K 0.02% -386 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 1,097 shares; 2025Q4: 1,002 shares; 2026Q1: 925 shares 925 $200K 0.02% -77 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $189K 0.02% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,204 shares; 2024Q4: 16,519 shares; 2025Q1: 16,857 shares; 2025Q2: 17,195 shares; 2025Q3: 17,522 shares; 2025Q4: 17,832 shares; 2026Q1: 18,144 shares 18,144 $187K 0.02% +312 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,015 shares; 2025Q4: not reported; 2026Q1: 11,065 shares 11,065 $175K 0.02% new Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 12,650 shares; 2025Q1: 12,650 shares; 2025Q2: 12,400 shares; 2025Q3: 12,400 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $132K 0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 75,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $108K 0.01% new Timeline SUIG SUI GROUP HOLDINGS LIMITED More: the full row for SUI GROUP HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $27.8K <0.01% 0 Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $9.32K <0.01% 0 Timeline