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: 70,475 shares; 2024Q4: 70,164 shares; 2025Q1: 68,421 shares; 2025Q2: 62,591 shares; 2025Q3: 63,149 shares; 2025Q4: 62,200 shares; 2026Q1: 74,520 shares 74,520 $18.9M 4.21% +12,320 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: 37,786 shares; 2024Q4: 38,014 shares; 2025Q1: 38,772 shares; 2025Q2: 39,561 shares; 2025Q3: 40,068 shares; 2025Q4: 39,553 shares; 2026Q1: 40,708 shares 40,708 $15.1M 3.35% +1,155 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: 88,433 shares; 2024Q4: 82,297 shares; 2025Q1: 85,461 shares; 2025Q2: 80,326 shares; 2025Q3: 72,430 shares; 2025Q4: 79,304 shares; 2026Q1: 84,681 shares 84,681 $14.8M 3.29% +5,377 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: 74,342 shares; 2024Q4: 73,390 shares; 2025Q1: 64,879 shares; 2025Q2: 66,414 shares; 2025Q3: 66,800 shares; 2025Q4: 66,766 shares; 2026Q1: 68,147 shares 68,147 $14.2M 3.16% +1,381 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: 24,187 shares; 2024Q4: 25,494 shares; 2025Q1: 25,659 shares; 2025Q2: 28,930 shares; 2025Q3: 28,784 shares; 2025Q4: 26,974 shares; 2026Q1: 26,947 shares 26,947 $11.6M 2.58% -27 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: 60,330 shares; 2024Q4: 60,125 shares; 2025Q1: 61,419 shares; 2025Q2: 29,339 shares; 2025Q3: 37,163 shares; 2025Q4: 36,530 shares; 2026Q1: 39,986 shares 39,986 $11.5M 2.56% +3,456 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,202 shares; 2024Q4: 128,895 shares; 2025Q1: 105,009 shares; 2025Q2: 154,429 shares; 2025Q3: 187,032 shares; 2025Q4: 207,313 shares; 2026Q1: 199,765 shares 199,765 $10.1M 2.24% -7,548 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,913 shares; 2025Q1: 31,246 shares; 2025Q2: 220,319 shares; 2025Q3: 227,641 shares; 2025Q4: 199,848 shares; 2026Q1: 179,178 shares 179,178 $8.95M 1.99% -20,670 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,124 shares; 2024Q4: 142,461 shares; 2025Q1: 141,890 shares; 2025Q2: 156,927 shares; 2025Q3: 156,445 shares; 2025Q4: 157,359 shares; 2026Q1: 164,962 shares 164,962 $8.21M 1.83% +7,603 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: 58,326 shares; 2024Q4: 58,346 shares; 2025Q1: 60,827 shares; 2025Q2: 69,735 shares; 2025Q3: 73,068 shares; 2025Q4: 76,656 shares; 2026Q1: 75,098 shares 75,098 $8.18M 1.82% -1,558 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,989 shares; 2024Q4: 24,186 shares; 2025Q1: 24,164 shares; 2025Q2: 24,212 shares; 2025Q3: 23,806 shares; 2025Q4: 22,990 shares; 2026Q1: 25,138 shares 25,138 $7.78M 1.73% +2,148 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: 12,898 shares; 2024Q4: 12,711 shares; 2025Q1: 11,828 shares; 2025Q2: 12,116 shares; 2025Q3: 12,050 shares; 2025Q4: 12,153 shares; 2026Q1: 12,211 shares 12,211 $6.99M 1.56% +58 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,248 shares; 2025Q1: 67,128 shares; 2025Q2: 91,715 shares; 2025Q3: 96,909 shares; 2025Q4: 140,743 shares; 2026Q1: 212,262 shares 212,262 $6.58M 1.47% +71,519 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: 9,070 shares; 2024Q4: 13,616 shares; 2025Q1: 13,637 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 16,487 shares; 2026Q1: 24,622 shares 24,622 $6.11M 1.36% +8,135 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: 23,581 shares; 2024Q4: 25,033 shares; 2025Q1: 29,574 shares; 2025Q2: 32,038 shares; 2025Q3: 34,158 shares; 2025Q4: 38,713 shares; 2026Q1: 38,611 shares 38,611 $5.66M 1.26% -102 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 5,683 shares; 2025Q1: 5,469 shares; 2025Q2: 5,175 shares; 2025Q3: 5,215 shares; 2025Q4: 53,849 shares; 2026Q1: 56,088 shares 56,088 $5.39M 1.2% +2,239 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: 17,344 shares; 2024Q4: 16,201 shares; 2025Q1: 16,590 shares; 2025Q2: 17,235 shares; 2025Q3: 17,343 shares; 2025Q4: 16,823 shares; 2026Q1: 15,301 shares 15,301 $5.23M 1.16% -1,522 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: 23,215 shares; 2024Q4: 22,015 shares; 2025Q1: 23,376 shares; 2025Q2: 24,895 shares; 2025Q3: 25,457 shares; 2025Q4: 24,857 shares; 2026Q1: 24,889 shares 24,889 $5.06M 1.13% +32 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: 304 shares; 2024Q4: 349 shares; 2025Q1: 361 shares; 2025Q2: 2,939 shares; 2025Q3: 8,659 shares; 2025Q4: 7,265 shares; 2026Q1: 23,754 shares 23,754 $4.91M 1.09% +16,489 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,196 shares; 2025Q1: 3,204 shares; 2025Q2: 3,249 shares; 2025Q3: 3,472 shares; 2025Q4: 4,339 shares; 2026Q1: 4,834 shares 4,834 $4.82M 1.07% +495 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,063 shares; 2026Q1: 62,000 shares 62,000 $4.75M 1.06% +40,937 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: 9,771 shares; 2024Q4: 9,648 shares; 2025Q1: 9,733 shares; 2025Q2: 10,321 shares; 2025Q3: 10,477 shares; 2025Q4: 10,441 shares; 2026Q1: 9,149 shares 9,149 $4.38M 0.98% -1,292 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: 16,833 shares; 2024Q4: 16,402 shares; 2025Q1: 15,216 shares; 2025Q2: 15,462 shares; 2025Q3: 15,101 shares; 2025Q4: 14,753 shares; 2026Q1: 14,850 shares 14,850 $4.37M 0.97% +97 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: 46,801 shares; 2024Q4: 42,715 shares; 2025Q1: 21,936 shares; 2025Q2: 39,949 shares; 2025Q3: 38,523 shares; 2025Q4: 35,627 shares; 2026Q1: 43,311 shares 43,311 $4.21M 0.94% +7,684 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 4,943 shares; 2025Q3: 4,783 shares; 2025Q4: 4,685 shares; 2026Q1: 4,656 shares 4,656 $4.06M 0.9% -29 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: 10,294 shares; 2024Q4: 445 shares; 2025Q1: 455 shares; 2025Q2: 1,082 shares; 2025Q3: 1,087 shares; 2025Q4: 32,941 shares; 2026Q1: 32,887 shares 32,887 $3.96M 0.88% -54 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: 30,422 shares; 2024Q4: 29,673 shares; 2025Q1: 39,832 shares; 2025Q2: 48,495 shares; 2025Q3: 48,943 shares; 2025Q4: 47,840 shares; 2026Q1: 48,396 shares 48,396 $3.85M 0.86% +556 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: 14,384 shares; 2024Q4: 13,844 shares; 2025Q1: 13,488 shares; 2025Q2: 13,616 shares; 2025Q3: 14,035 shares; 2025Q4: 14,089 shares; 2026Q1: 12,577 shares 12,577 $3.8M 0.85% -1,512 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: 10,440 shares; 2024Q4: 20,563 shares; 2025Q1: 17,461 shares; 2025Q2: 19,946 shares; 2025Q3: 19,903 shares; 2025Q4: 19,687 shares; 2026Q1: 23,299 shares 23,299 $3.74M 0.83% +3,612 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,859 shares; 2024Q4: 26,801 shares; 2025Q1: 27,310 shares; 2025Q2: 52,322 shares; 2025Q3: 51,888 shares; 2025Q4: 50,672 shares; 2026Q1: 40,530 shares 40,530 $3.72M 0.83% -10,142 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,800 shares; 2024Q4: 31,021 shares; 2025Q1: 31,772 shares; 2025Q2: 31,649 shares; 2025Q3: 31,852 shares; 2025Q4: 31,269 shares; 2026Q1: 29,708 shares 29,708 $3.69M 0.82% -1,561 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: 41,898 shares; 2024Q4: 49,246 shares; 2025Q1: 42,951 shares; 2025Q2: 38,319 shares; 2025Q3: 39,108 shares; 2025Q4: 40,356 shares; 2026Q1: 35,431 shares 35,431 $3.44M 0.77% -4,925 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: 6,781 shares; 2024Q4: 6,570 shares; 2025Q1: 6,630 shares; 2025Q2: 6,678 shares; 2025Q3: 6,704 shares; 2025Q4: 6,804 shares; 2026Q1: 6,874 shares 6,874 $3.43M 0.76% +70 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,620 shares; 2025Q1: 41,996 shares; 2025Q2: 29,832 shares; 2025Q3: 28,616 shares; 2025Q4: 28,316 shares; 2026Q1: 27,647 shares 27,647 $3.39M 0.76% -669 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: 14,293 shares; 2024Q4: 14,292 shares; 2025Q1: 14,347 shares; 2025Q2: 10,273 shares; 2025Q3: 10,467 shares; 2025Q4: 10,411 shares; 2026Q1: 9,697 shares 9,697 $3.11M 0.69% -714 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 4,925 shares; 2025Q1: 4,787 shares; 2025Q2: 4,923 shares; 2025Q3: 3,307 shares; 2025Q4: 3,248 shares; 2026Q1: 3,303 shares 3,303 $3.04M 0.68% +55 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: 11,199 shares; 2024Q4: 15,817 shares; 2025Q1: 18,493 shares; 2025Q2: 23,664 shares; 2025Q3: 24,779 shares; 2025Q4: 38,323 shares; 2026Q1: 51,523 shares 51,523 $2.93M 0.65% +13,200 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: 17,958 shares; 2024Q4: 15,058 shares; 2025Q1: 15,264 shares; 2025Q2: 9,810 shares; 2025Q3: 9,560 shares; 2025Q4: 9,251 shares; 2026Q1: 9,388 shares 9,388 $2.84M 0.63% +137 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: 12,720 shares; 2024Q4: 55,439 shares; 2025Q1: 15,703 shares; 2025Q2: 18,139 shares; 2025Q3: 19,426 shares; 2025Q4: 46,797 shares; 2026Q1: 28,548 shares 28,548 $2.83M 0.63% -18,249 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,975 shares; 2024Q4: 36,593 shares; 2025Q1: 36,220 shares; 2025Q2: 36,413 shares; 2025Q3: 37,012 shares; 2025Q4: 37,524 shares; 2026Q1: 38,210 shares 38,210 $2.81M 0.63% +686 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 5,032 shares; 2025Q1: 5,074 shares; 2025Q2: 4,964 shares; 2025Q3: 10,028 shares; 2025Q4: 8,063 shares; 2026Q1: 9,993 shares 9,993 $2.78M 0.62% +1,930 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: 9,546 shares; 2024Q4: 9,581 shares; 2025Q1: 18,080 shares; 2025Q2: 17,363 shares; 2025Q3: 17,354 shares; 2025Q4: 17,111 shares; 2026Q1: 17,341 shares 17,341 $2.77M 0.62% +230 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: 12,170 shares; 2024Q4: 12,319 shares; 2025Q1: 11,851 shares; 2025Q2: 12,463 shares; 2025Q3: 12,384 shares; 2025Q4: 12,254 shares; 2026Q1: 12,261 shares 12,261 $2.67M 0.59% +7 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: 87,779 shares; 2024Q4: 87,762 shares; 2025Q1: 64,766 shares; 2025Q2: 42,586 shares; 2025Q3: 44,892 shares; 2025Q4: 45,183 shares; 2026Q1: 29,871 shares 29,871 $2.63M 0.59% -15,312 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,288 shares; 2024Q4: 63,379 shares; 2025Q1: 75,108 shares; 2025Q2: 14,891 shares; 2025Q3: 14,891 shares; 2025Q4: 14,700 shares; 2026Q1: 30,291 shares 30,291 $2.63M 0.58% +15,591 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: 3,079 shares; 2024Q4: 3,101 shares; 2025Q1: 4,856 shares; 2025Q2: 5,385 shares; 2025Q3: 5,483 shares; 2025Q4: 5,328 shares; 2026Q1: 5,332 shares 5,332 $2.62M 0.58% +4 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,755 shares; 2025Q1: 2,320 shares; 2025Q2: 2,310 shares; 2025Q3: 2,302 shares; 2025Q4: 2,228 shares; 2026Q1: 1,942 shares 1,942 $2.57M 0.57% -286 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,119 shares; 2024Q4: 40,999 shares; 2025Q1: 40,142 shares; 2025Q2: 68,452 shares; 2025Q3: 47,411 shares; 2025Q4: 48,617 shares; 2026Q1: 47,798 shares 47,798 $2.42M 0.54% -819 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: 15,031 shares; 2024Q4: 14,591 shares; 2025Q1: 14,841 shares; 2025Q2: 15,607 shares; 2025Q3: 15,415 shares; 2025Q4: 14,664 shares; 2026Q1: 14,650 shares 14,650 $2.41M 0.54% -14 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: 49,611 shares; 2024Q4: 48,248 shares; 2025Q1: 48,590 shares; 2025Q2: 50,031 shares; 2025Q3: 49,709 shares; 2025Q4: 48,287 shares; 2026Q1: 48,960 shares 48,960 $2.39M 0.53% +673 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: 29,992 shares; 2024Q4: 30,057 shares; 2025Q1: 30,510 shares; 2025Q2: 30,399 shares; 2025Q3: 31,721 shares; 2025Q4: 32,030 shares; 2026Q1: 30,415 shares 30,415 $2.35M 0.52% -1,615 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: 29,410 shares; 2024Q4: 29,212 shares; 2025Q1: 27,109 shares; 2025Q2: 24,216 shares; 2025Q3: 25,168 shares; 2025Q4: 24,867 shares; 2026Q1: 25,756 shares 25,756 $2.31M 0.51% +889 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,767 shares; 2024Q4: 7,643 shares; 2025Q1: 7,560 shares; 2025Q2: 7,969 shares; 2025Q3: 8,103 shares; 2025Q4: 8,509 shares; 2026Q1: 6,987 shares 6,987 $2.3M 0.51% -1,522 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,954 shares; 2024Q4: 16,453 shares; 2025Q1: 16,465 shares; 2025Q2: 16,350 shares; 2025Q3: 16,283 shares; 2025Q4: 15,885 shares; 2026Q1: 15,713 shares 15,713 $2.29M 0.51% -172 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,400 shares; 2025Q1: 9,627 shares; 2025Q2: 9,079 shares; 2025Q3: 25,376 shares; 2025Q4: 24,245 shares; 2026Q1: 28,177 shares 28,177 $2.24M 0.5% +3,932 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: 25,892 shares; 2024Q4: 25,536 shares; 2025Q1: 26,902 shares; 2025Q2: 22,636 shares; 2025Q3: 23,394 shares; 2025Q4: 22,843 shares; 2026Q1: 23,189 shares 23,189 $2.23M 0.5% +346 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: 8,608 shares; 2024Q4: 8,439 shares; 2025Q1: 8,339 shares; 2025Q2: 8,596 shares; 2025Q3: 9,205 shares; 2025Q4: 9,385 shares; 2026Q1: 9,395 shares 9,395 $2.16M 0.48% +10 Timeline QEFA 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: 14,496 shares; 2024Q4: 14,842 shares; 2025Q1: 16,067 shares; 2025Q2: 21,661 shares; 2025Q3: 23,487 shares; 2025Q4: 24,512 shares; 2026Q1: 23,089 shares 23,089 $2.15M 0.48% -1,423 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,779 shares; 2024Q4: 43,140 shares; 2025Q1: 47,866 shares; 2025Q2: 6,179 shares; 2025Q3: 8,941 shares; 2025Q4: 9,327 shares; 2026Q1: 22,180 shares 22,180 $2.08M 0.46% +12,853 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: 19,242 shares; 2024Q4: 19,501 shares; 2025Q1: 20,243 shares; 2025Q2: 22,190 shares; 2025Q3: 22,927 shares; 2025Q4: 22,425 shares; 2026Q1: 22,409 shares 22,409 $2.08M 0.46% -16 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,699 shares; 2024Q4: 4,737 shares; 2025Q1: 10,363 shares; 2025Q2: 10,635 shares; 2025Q3: 10,585 shares; 2025Q4: 10,537 shares; 2026Q1: 5,816 shares 5,816 $2.08M 0.46% -4,721 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 271 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 251 shares; 2025Q4: 15,486 shares; 2026Q1: 15,272 shares 15,272 $2.02M 0.45% -214 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: 19,467 shares; 2024Q4: 19,737 shares; 2025Q1: 20,678 shares; 2025Q2: 23,535 shares; 2025Q3: 20,912 shares; 2025Q4: 21,690 shares; 2026Q1: 24,402 shares 24,402 $2.01M 0.45% +2,712 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: 3,709 shares; 2024Q4: 3,679 shares; 2025Q1: 3,673 shares; 2025Q2: 3,649 shares; 2025Q3: 3,667 shares; 2025Q4: 3,548 shares; 2026Q1: 3,628 shares 3,628 $1.99M 0.44% +80 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,398 shares; 2026Q1: 20,972 shares 20,972 $1.99M 0.44% +18,574 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: not reported; 2024Q4: 5,278 shares; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 2,772 shares; 2025Q4: 2,821 shares; 2026Q1: 21,325 shares 21,325 $1.95M 0.43% +18,504 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 22 shares; 2025Q3: 24,897 shares; 2025Q4: 24,767 shares; 2026Q1: 24,457 shares 24,457 $1.94M 0.43% -310 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,632 shares; 2025Q1: 1,662 shares; 2025Q2: 1,651 shares; 2025Q3: 1,657 shares; 2025Q4: 1,614 shares; 2026Q1: 1,307 shares 1,307 $1.92M 0.43% -307 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: 8,649 shares; 2024Q4: 8,745 shares; 2025Q1: 9,196 shares; 2025Q2: 11,322 shares; 2025Q3: 12,049 shares; 2025Q4: 11,771 shares; 2026Q1: 12,084 shares 12,084 $1.88M 0.42% +313 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: 5,961 shares; 2024Q4: 5,895 shares; 2025Q1: 5,961 shares; 2025Q2: 6,111 shares; 2025Q3: 6,084 shares; 2025Q4: 5,960 shares; 2026Q1: 5,908 shares 5,908 $1.84M 0.41% -52 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 5,444 shares; 2025Q4: 5,320 shares; 2026Q1: 5,424 shares 5,424 $1.83M 0.41% +104 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,174 shares; 2025Q1: 14,205 shares; 2025Q2: 14,090 shares; 2025Q3: 14,067 shares; 2025Q4: 13,781 shares; 2026Q1: 8,522 shares 8,522 $1.82M 0.41% -5,259 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: 6,841 shares; 2024Q4: 6,875 shares; 2025Q1: 6,859 shares; 2025Q2: 7,379 shares; 2025Q3: 7,660 shares; 2025Q4: 7,505 shares; 2026Q1: 7,427 shares 7,427 $1.8M 0.4% -78 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 7,053 shares; 2025Q1: 8,037 shares; 2025Q2: 8,606 shares; 2025Q3: 8,982 shares; 2025Q4: 17,480 shares; 2026Q1: 2,756 shares 2,756 $1.79M 0.4% -14,724 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,329 shares; 2024Q4: 43,081 shares; 2025Q1: 51,638 shares; 2025Q2: 52,673 shares; 2025Q3: 49,539 shares; 2025Q4: 50,376 shares; 2026Q1: 50,298 shares 50,298 $1.79M 0.4% -78 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: 12,332 shares; 2024Q4: 12,598 shares; 2025Q1: 12,592 shares; 2025Q2: 12,459 shares; 2025Q3: 13,523 shares; 2025Q4: 13,432 shares; 2026Q1: 13,596 shares 13,596 $1.78M 0.4% +164 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: 886 shares; 2024Q4: 908 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 2,898 shares 2,898 $1.75M 0.39% +2,894 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 11,829 shares; 2025Q1: 13,173 shares; 2025Q2: 13,687 shares; 2025Q3: 13,922 shares; 2025Q4: 13,619 shares; 2026Q1: 13,654 shares 13,654 $1.74M 0.39% +35 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: 37,911 shares; 2024Q4: 12,940 shares; 2025Q1: 8,003 shares; 2025Q2: 7,959 shares; 2025Q3: 7,890 shares; 2025Q4: 7,749 shares; 2026Q1: 11,921 shares 11,921 $1.74M 0.39% +4,172 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,429 shares; 2025Q4: 8,248 shares; 2026Q1: 8,432 shares 8,432 $1.71M 0.38% +184 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: 7,013 shares; 2024Q4: 7,313 shares; 2025Q1: 5,407 shares; 2025Q2: 5,407 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 8,740 shares 8,740 $1.68M 0.37% +3,340 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: 11,145 shares; 2024Q4: 11,105 shares; 2025Q1: 14,612 shares; 2025Q2: 14,571 shares; 2025Q3: 14,533 shares; 2025Q4: 14,250 shares; 2026Q1: 14,512 shares 14,512 $1.65M 0.37% +262 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,334 shares; 2024Q4: 37,360 shares; 2025Q1: 35,274 shares; 2025Q2: 35,156 shares; 2025Q3: 34,666 shares; 2025Q4: 34,666 shares; 2026Q1: 29,869 shares 29,869 $1.62M 0.36% -4,797 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: 31,168 shares; 2024Q4: 31,100 shares; 2025Q1: 32,538 shares; 2025Q2: 28,952 shares; 2025Q3: 29,222 shares; 2025Q4: 29,096 shares; 2026Q1: 22,143 shares 22,143 $1.59M 0.35% -6,953 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: 5,777 shares; 2024Q4: 5,741 shares; 2025Q1: 5,741 shares; 2025Q2: 7,493 shares; 2025Q3: 6,989 shares; 2025Q4: 6,495 shares; 2026Q1: 6,494 shares 6,494 $1.59M 0.35% -1 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: 12 shares; 2024Q4: 3,086 shares; 2025Q1: 3,149 shares; 2025Q2: 4,147 shares; 2025Q3: 4,118 shares; 2025Q4: 4,030 shares; 2026Q1: 4,059 shares 4,059 $1.58M 0.35% +29 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: 9,288 shares; 2024Q4: 9,199 shares; 2025Q1: 9,390 shares; 2025Q2: 10,459 shares; 2025Q3: 10,939 shares; 2025Q4: 10,345 shares; 2026Q1: 10,913 shares 10,913 $1.58M 0.35% +568 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: 18 shares; 2024Q4: 23 shares; 2025Q1: 21 shares; 2025Q2: 5,199 shares; 2025Q3: 5,219 shares; 2025Q4: 7,454 shares; 2026Q1: 7,875 shares 7,875 $1.57M 0.35% +421 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: 5,698 shares; 2024Q4: 5,620 shares; 2025Q1: 5,624 shares; 2025Q2: 5,588 shares; 2025Q3: 5,558 shares; 2025Q4: 5,453 shares; 2026Q1: 5,417 shares 5,417 $1.55M 0.35% -36 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: 13,759 shares; 2024Q4: 13,884 shares; 2025Q1: 14,107 shares; 2025Q2: 14,361 shares; 2025Q3: 14,425 shares; 2025Q4: 15,041 shares; 2026Q1: 15,077 shares 15,077 $1.55M 0.34% +36 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,278 shares; 2025Q1: 36,301 shares; 2025Q2: 47,714 shares; 2025Q3: 47,814 shares; 2025Q4: 29,120 shares; 2026Q1: 29,090 shares 29,090 $1.53M 0.34% -30 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,137 shares; 2025Q1: 911 shares; 2025Q2: 798 shares; 2025Q3: 829 shares; 2025Q4: 861 shares; 2026Q1: 881 shares 881 $1.52M 0.34% +20 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: 1,752 shares; 2024Q4: 1,764 shares; 2025Q1: 1,759 shares; 2025Q2: 1,752 shares; 2025Q3: 1,737 shares; 2025Q4: 1,703 shares; 2026Q1: 1,686 shares 1,686 $1.51M 0.34% -17 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,171 shares; 2024Q4: 20,491 shares; 2025Q1: 21,055 shares; 2025Q2: 22,726 shares; 2025Q3: 21,933 shares; 2025Q4: 21,945 shares; 2026Q1: 9,054 shares 9,054 $1.49M 0.33% -12,891 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,201 shares; 2025Q1: 1,303 shares; 2025Q2: 1,299 shares; 2025Q3: 1,287 shares; 2025Q4: 1,267 shares; 2026Q1: 1,334 shares 1,334 $1.46M 0.32% +67 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 18 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 17,166 shares; 2026Q1: 17,772 shares 17,772 $1.42M 0.32% +606 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 45 shares; 2026Q1: 11,191 shares 11,191 $1.41M 0.31% +11,146 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: 4 shares; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: 6,668 shares; 2025Q3: 6,620 shares; 2025Q4: 6,525 shares; 2026Q1: 6,493 shares 6,493 $1.41M 0.31% -32 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 17,059 shares; 2025Q1: 11,448 shares; 2025Q2: 14,689 shares; 2025Q3: 10,395 shares; 2025Q4: 10,652 shares; 2026Q1: 11,846 shares 11,846 $1.41M 0.31% +1,194 Timeline EWC 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: 14,390 shares; 2024Q4: 14,361 shares; 2025Q1: 13,142 shares; 2025Q2: 26,460 shares; 2025Q3: 26,221 shares; 2025Q4: 25,942 shares; 2026Q1: 25,109 shares 25,109 $1.38M 0.31% -833 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: 5,503 shares; 2024Q4: 5,592 shares; 2025Q1: 5,889 shares; 2025Q2: 7,093 shares; 2025Q3: 7,303 shares; 2025Q4: 7,141 shares; 2026Q1: 7,230 shares 7,230 $1.37M 0.31% +89 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: 45,309 shares; 2024Q4: 45,058 shares; 2025Q1: 47,823 shares; 2025Q2: 48,171 shares; 2025Q3: 42,983 shares; 2025Q4: 43,412 shares; 2026Q1: 26,775 shares 26,775 $1.36M 0.3% -16,637 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 4,809 shares; 2025Q2: 4,785 shares; 2025Q3: 6,673 shares; 2025Q4: 11,015 shares; 2026Q1: 9,062 shares 9,062 $1.33M 0.3% -1,953 Timeline EWW 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: 8,844 shares; 2024Q4: 9,029 shares; 2025Q1: 8,840 shares; 2025Q2: 20,571 shares; 2025Q3: 19,999 shares; 2025Q4: 20,355 shares; 2026Q1: 17,720 shares 17,720 $1.33M 0.3% -2,635 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: 85 shares; 2024Q4: 22,860 shares; 2025Q1: 23,004 shares; 2025Q2: 20,257 shares; 2025Q3: 19,743 shares; 2025Q4: 19,315 shares; 2026Q1: 19,232 shares 19,232 $1.33M 0.3% -83 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 2,983 shares; 2025Q3: 2,963 shares; 2025Q4: 3,375 shares; 2026Q1: 3,351 shares 3,351 $1.33M 0.3% -24 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,756 shares 20,756 $1.33M 0.3% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,130 shares; 2024Q4: 9,315 shares; 2025Q1: 10,783 shares; 2025Q2: 10,728 shares; 2025Q3: 10,281 shares; 2025Q4: 10,168 shares; 2026Q1: 8,260 shares 8,260 $1.31M 0.29% -1,908 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,071 shares; 2024Q4: 12,987 shares; 2025Q1: 13,853 shares; 2025Q2: 18,370 shares; 2025Q3: 20,459 shares; 2025Q4: 14,792 shares; 2026Q1: 24,507 shares 24,507 $1.3M 0.29% +9,715 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,885 shares 44,885 $1.28M 0.28% new Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,018 shares; 2026Q1: 11,951 shares 11,951 $1.27M 0.28% -67 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,110 shares; 2025Q1: 13,654 shares; 2025Q2: 13,839 shares; 2025Q3: 13,816 shares; 2025Q4: 14,361 shares; 2026Q1: 18,763 shares 18,763 $1.2M 0.27% +4,402 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,060 shares; 2024Q4: 20,617 shares; 2025Q1: 19,714 shares; 2025Q2: 23,307 shares; 2025Q3: 23,943 shares; 2025Q4: 58,951 shares; 2026Q1: 41,764 shares 41,764 $1.18M 0.26% -17,187 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: 20,432 shares; 2024Q4: 21,400 shares; 2025Q1: 21,377 shares; 2025Q2: 21,713 shares; 2025Q3: 23,091 shares; 2025Q4: 23,503 shares; 2026Q1: 24,931 shares 24,931 $1.17M 0.26% +1,428 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,491 shares; 2025Q1: 4,510 shares; 2025Q2: 4,497 shares; 2025Q3: 4,281 shares; 2025Q4: 4,252 shares; 2026Q1: 2,775 shares 2,775 $1.16M 0.26% -1,477 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: 7,711 shares; 2024Q4: 9,726 shares; 2025Q1: 8,537 shares; 2025Q2: 8,767 shares; 2025Q3: 9,473 shares; 2025Q4: 19,947 shares; 2026Q1: 18,520 shares 18,520 $1.13M 0.25% -1,427 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: 15 shares; 2024Q4: 17 shares; 2025Q1: 23 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 42 shares; 2026Q1: 3,984 shares 3,984 $1.13M 0.25% +3,942 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 981 shares; 2025Q1: 979 shares; 2025Q2: 973 shares; 2025Q3: 961 shares; 2025Q4: 945 shares; 2026Q1: 1,535 shares 1,535 $1.12M 0.25% +590 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: 8,521 shares; 2024Q4: 8,579 shares; 2025Q1: 8,589 shares; 2025Q2: 8,543 shares; 2025Q3: 8,480 shares; 2025Q4: 8,367 shares; 2026Q1: 8,322 shares 8,322 $1.09M 0.24% -45 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: 30,740 shares; 2024Q4: 48,399 shares; 2025Q1: 26,807 shares; 2025Q2: 24,466 shares; 2025Q3: 27,585 shares; 2025Q4: 31,254 shares; 2026Q1: 20,556 shares 20,556 $1.08M 0.24% -10,698 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: 15 shares; 2024Q4: 17 shares; 2025Q1: 24 shares; 2025Q2: 20 shares; 2025Q3: 4,356 shares; 2025Q4: 4,316 shares; 2026Q1: 4,417 shares 4,417 $1.07M 0.24% +101 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 3,429 shares; 2025Q1: 2,214 shares; 2025Q2: 2,233 shares; 2025Q3: 2,075 shares; 2025Q4: 2,076 shares; 2026Q1: 1,510 shares 1,510 $1.07M 0.24% -566 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,872 shares; 2025Q1: 1,873 shares; 2025Q2: 1,865 shares; 2025Q3: 1,870 shares; 2025Q4: 1,799 shares; 2026Q1: 1,789 shares 1,789 $1.05M 0.23% -10 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,265 shares; 2025Q1: 3,157 shares; 2025Q2: 3,110 shares; 2025Q3: 2,107 shares; 2025Q4: 1,715 shares; 2026Q1: 2,134 shares 2,134 $1.03M 0.23% +419 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,112 shares; 2025Q1: 2,114 shares; 2025Q2: 2,101 shares; 2025Q3: 2,088 shares; 2025Q4: 3,110 shares; 2026Q1: 3,092 shares 3,092 $1.03M 0.23% -18 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 1,881 shares; 2025Q1: 1,884 shares; 2025Q2: 1,874 shares; 2025Q3: 1,856 shares; 2025Q4: 1,823 shares; 2026Q1: 1,813 shares 1,813 $1.02M 0.23% -10 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: 4,981 shares; 2024Q4: 4,507 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,325 shares; 2025Q4: 10,991 shares; 2026Q1: 7,510 shares 7,510 $998K 0.22% -3,481 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,872 shares; 2024Q4: 16,394 shares; 2025Q1: 16,695 shares; 2025Q2: 16,740 shares; 2025Q3: 16,791 shares; 2025Q4: 17,418 shares; 2026Q1: 17,513 shares 17,513 $993K 0.22% +95 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 42 shares; 2025Q1: 20 shares; 2025Q2: 67 shares; 2025Q3: 62 shares; 2025Q4: 67 shares; 2026Q1: 16,645 shares 16,645 $978K 0.22% +16,578 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 848 shares; 2025Q1: 847 shares; 2025Q2: 843 shares; 2025Q3: 862 shares; 2025Q4: 849 shares; 2026Q1: 844 shares 844 $978K 0.22% -5 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,626 shares; 2025Q3: 3,600 shares; 2025Q4: 3,554 shares; 2026Q1: 3,534 shares 3,534 $969K 0.22% -20 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,846 shares; 2025Q3: 98,215 shares; 2025Q4: 96,841 shares; 2026Q1: 96,192 shares 96,192 $964K 0.21% -649 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: 17 shares; 2024Q4: 118 shares; 2025Q1: 6,266 shares; 2025Q2: 6,230 shares; 2025Q3: 6,312 shares; 2025Q4: 6,216 shares; 2026Q1: 6,259 shares 6,259 $944K 0.21% +43 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 3,202 shares; 2025Q1: 3,203 shares; 2025Q2: 3,190 shares; 2025Q3: 3,371 shares; 2025Q4: 3,328 shares; 2026Q1: 3,312 shares 3,312 $902K 0.2% -16 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 7,411 shares; 2025Q1: 7,414 shares; 2025Q2: 7,391 shares; 2025Q3: 7,333 shares; 2025Q4: 7,206 shares; 2026Q1: 7,171 shares 7,171 $857K 0.19% -35 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: 18,717 shares; 2024Q4: 19,360 shares; 2025Q1: 21,529 shares; 2025Q2: 12,588 shares; 2025Q3: 12,243 shares; 2025Q4: 12,368 shares; 2026Q1: 10,597 shares 10,597 $834K 0.19% -1,771 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,017 shares; 2025Q3: 26,820 shares; 2025Q4: 14,142 shares; 2026Q1: 31,519 shares 31,519 $816K 0.18% +17,377 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: 760 shares; 2024Q4: 1,493 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 4,824 shares 4,824 $815K 0.18% +4,064 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 4,370 shares; 2025Q1: 4,445 shares; 2025Q2: 4,549 shares; 2025Q3: 4,725 shares; 2025Q4: 4,792 shares; 2026Q1: 4,470 shares 4,470 $814K 0.18% -322 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: 1,867 shares; 2024Q4: 2,602 shares; 2025Q1: 2,289 shares; 2025Q2: 2,278 shares; 2025Q3: 2,112 shares; 2025Q4: 2,132 shares; 2026Q1: 2,116 shares 2,116 $811K 0.18% -16 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,950 shares; 2025Q1: 4,847 shares; 2025Q2: 1,860 shares; 2025Q3: 4,015 shares; 2025Q4: 1,860 shares; 2026Q1: 7,100 shares 7,100 $784K 0.17% +5,240 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: 6,555 shares; 2024Q4: 6,813 shares; 2025Q1: 7,010 shares; 2025Q2: 7,079 shares; 2025Q3: 7,577 shares; 2025Q4: 16,333 shares; 2026Q1: 15,512 shares 15,512 $775K 0.17% -821 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: 19,258 shares; 2024Q4: 18,492 shares; 2025Q1: 7,430 shares; 2025Q2: 7,508 shares; 2025Q3: 7,434 shares; 2025Q4: 16,445 shares; 2026Q1: 16,850 shares 16,850 $773K 0.17% +405 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,332 shares; 2025Q1: 43,168 shares; 2025Q2: 43,746 shares; 2025Q3: 45,754 shares; 2025Q4: 46,933 shares; 2026Q1: 40,736 shares 40,736 $756K 0.17% -6,197 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,651 shares; 2024Q4: 8,246 shares; 2025Q1: 8,322 shares; 2025Q2: 3,826 shares; 2025Q3: 3,755 shares; 2025Q4: 3,809 shares; 2026Q1: 3,448 shares 3,448 $754K 0.17% -361 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.16% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,670 shares; 2025Q2: 13,169 shares; 2025Q3: 10,500 shares; 2025Q4: 10,396 shares; 2026Q1: 9,744 shares 9,744 $716K 0.16% -652 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 5,944 shares; 2025Q1: 6,000 shares; 2025Q2: 6,105 shares; 2025Q3: 3,276 shares; 2025Q4: 3,258 shares; 2026Q1: 3,678 shares 3,678 $710K 0.16% +420 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 140 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 133 shares; 2026Q1: 3,384 shares 3,384 $704K 0.16% +3,251 Timeline LENS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,991 shares 14,991 $687K 0.15% new Timeline EWS 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: 26,941 shares; 2025Q2: 26,812 shares; 2025Q3: 23,827 shares; 2025Q4: 24,613 shares; 2026Q1: 24,162 shares 24,162 $682K 0.15% -451 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,063 shares; 2025Q1: 982 shares; 2025Q2: 1,004 shares; 2025Q3: 846 shares; 2025Q4: 885 shares; 2026Q1: 799 shares 799 $676K 0.15% -86 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,238 shares 10,238 $667K 0.15% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,291 shares; 2024Q4: 7,015 shares; 2025Q1: 8,638 shares; 2025Q2: 11,516 shares; 2025Q3: 12,550 shares; 2025Q4: 12,362 shares; 2026Q1: 10,117 shares 10,117 $651K 0.14% -2,245 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,079 shares; 2025Q3: 8,225 shares; 2025Q4: 8,330 shares; 2026Q1: 7,836 shares 7,836 $646K 0.14% -494 Timeline VNM 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: 40,249 shares; 2024Q4: 40,880 shares; 2025Q1: 39,416 shares; 2025Q2: 39,225 shares; 2025Q3: 38,507 shares; 2025Q4: 38,014 shares; 2026Q1: 37,274 shares 37,274 $645K 0.14% -740 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,843 shares; 2024Q4: 7,778 shares; 2025Q1: 7,841 shares; 2025Q2: 5,931 shares; 2025Q3: 5,873 shares; 2025Q4: 5,954 shares; 2026Q1: 4,906 shares 4,906 $642K 0.14% -1,048 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 3,227 shares; 2025Q1: 3,287 shares; 2025Q2: 3,356 shares; 2025Q3: 3,492 shares; 2025Q4: 3,574 shares; 2026Q1: 3,547 shares 3,547 $639K 0.14% -27 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,510 shares; 2025Q4: 15,737 shares; 2026Q1: 15,658 shares 15,658 $638K 0.14% -79 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,361 shares; 2026Q1: 4,393 shares 4,393 $628K 0.14% +1,032 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,398 shares; 2025Q1: 1,327 shares; 2025Q2: 1,320 shares; 2025Q3: 1,405 shares; 2025Q4: 1,416 shares; 2026Q1: 1,108 shares 1,108 $624K 0.14% -308 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: 147 shares; 2024Q4: 152 shares; 2025Q1: 148 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 51 shares; 2026Q1: 2,575 shares 2,575 $608K 0.14% +2,524 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS 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: 9,217 shares 9,217 $607K 0.14% new Timeline SHV 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: 1,712 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,462 shares 5,462 $603K 0.13% new 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: 1,495 shares; 2024Q4: 1,411 shares; 2025Q1: 1,438 shares; 2025Q2: 4,877 shares; 2025Q3: 4,081 shares; 2025Q4: 3,970 shares; 2026Q1: 3,836 shares 3,836 $581K 0.13% -134 Timeline BKLN 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: 21,128 shares; 2024Q4: not reported; 2025Q1: 14,889 shares; 2025Q2: 10,133 shares; 2025Q3: 10,256 shares; 2025Q4: not reported; 2026Q1: 28,358 shares 28,358 $579K 0.13% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,003 shares; 2024Q4: 8,003 shares; 2025Q1: 8,003 shares; 2025Q2: 8,003 shares; 2025Q3: 8,003 shares; 2025Q4: 8,003 shares; 2026Q1: 8,003 shares 8,003 $574K 0.13% 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: 12,937 shares; 2024Q4: 11,687 shares; 2025Q1: 11,668 shares; 2025Q2: 11,606 shares; 2025Q3: 11,435 shares; 2025Q4: 11,689 shares; 2026Q1: 7,149 shares 7,149 $572K 0.13% -4,540 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,953 shares; 2025Q4: 3,504 shares; 2026Q1: 3,498 shares 3,498 $566K 0.13% -6 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,955 shares; 2025Q4: 8,890 shares; 2026Q1: 7,645 shares 7,645 $542K 0.12% -1,245 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 3,498 shares; 2025Q2: 3,537 shares; 2025Q3: 3,630 shares; 2025Q4: 3,549 shares; 2026Q1: 3,721 shares 3,721 $539K 0.12% +172 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,185 shares; 2025Q4: 2,146 shares; 2026Q1: 2,822 shares 2,822 $517K 0.11% +676 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 14,127 shares; 2025Q1: 13,707 shares; 2025Q2: 13,800 shares; 2025Q3: 6,796 shares; 2025Q4: 6,796 shares; 2026Q1: 6,156 shares 6,156 $498K 0.11% -640 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 159 shares; 2026Q1: 10,267 shares 10,267 $495K 0.11% +10,108 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,971 shares; 2025Q1: 3,099 shares; 2025Q2: 2,000 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares; 2026Q1: 2,006 shares 2,006 $488K 0.11% -1 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: 3,743 shares; 2024Q4: 3,778 shares; 2025Q1: 4,537 shares; 2025Q2: 4,491 shares; 2025Q3: 4,591 shares; 2025Q4: 4,568 shares; 2026Q1: 4,510 shares 4,510 $479K 0.11% -58 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 1,870 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 2,151 shares; 2026Q1: 2,160 shares 2,160 $465K 0.1% +9 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 2,144 shares 2,144 $458K 0.1% +1,044 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 27,934 shares 27,934 $444K 0.1% +27,334 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: 8,501 shares; 2024Q4: 8,371 shares; 2025Q1: 7,986 shares; 2025Q2: 7,951 shares; 2025Q3: 7,491 shares; 2025Q4: 6,566 shares; 2026Q1: 4,660 shares 4,660 $427K 0.1% -1,906 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,446 shares; 2024Q4: 8,673 shares; 2025Q1: 8,546 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 2,548 shares; 2026Q1: 2,581 shares 2,581 $388K 0.09% +33 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 41 shares; 2025Q2: 10,128 shares; 2025Q3: 10,067 shares; 2025Q4: 5,720 shares; 2026Q1: 6,083 shares 6,083 $382K 0.08% +363 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 34 shares; 2026Q1: 1,958 shares 1,958 $357K 0.08% +1,924 Timeline AOA 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: 2,933 shares; 2024Q4: 3,160 shares; 2025Q1: 3,297 shares; 2025Q2: 3,959 shares; 2025Q3: 4,024 shares; 2025Q4: 4,251 shares; 2026Q1: 3,933 shares 3,933 $348K 0.08% -318 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: 251 shares; 2024Q4: 272 shares; 2025Q1: 410 shares; 2025Q2: 624 shares; 2025Q3: 614 shares; 2025Q4: 515 shares; 2026Q1: 568 shares 568 $339K 0.08% +53 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,015 shares; 2025Q3: 4,015 shares; 2025Q4: 4,015 shares; 2026Q1: 4,015 shares 4,015 $339K 0.08% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,316 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares; 2026Q1: 2,316 shares 2,316 $331K 0.07% 0 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,500 shares; 2024Q4: 53,582 shares; 2025Q1: 58,787 shares; 2025Q2: 17,245 shares; 2025Q3: 25,060 shares; 2025Q4: 25,095 shares; 2026Q1: 6,349 shares 6,349 $306K 0.07% -18,746 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,337 shares; 2024Q4: 93,913 shares; 2025Q1: 116,901 shares; 2025Q2: 42,735 shares; 2025Q3: 43,328 shares; 2025Q4: 46,871 shares; 2026Q1: 3,141 shares 3,141 $300K 0.07% -43,730 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,554 shares; 2024Q4: 15,416 shares; 2025Q1: 15,714 shares; 2025Q2: 13,470 shares; 2025Q3: 13,775 shares; 2025Q4: 2,063 shares; 2026Q1: 2,402 shares 2,402 $284K 0.06% +339 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,221 shares 5,221 $282K 0.06% new Timeline CALF 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: 27,397 shares; 2024Q4: 27,846 shares; 2025Q1: 32,608 shares; 2025Q2: 22,838 shares; 2025Q3: 23,003 shares; 2025Q4: 6,082 shares; 2026Q1: 6,064 shares 6,064 $272K 0.06% -18 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,048 shares; 2025Q2: 3,048 shares; 2025Q3: 3,560 shares; 2025Q4: 5,299 shares; 2026Q1: 5,452 shares 5,452 $269K 0.06% +153 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 5,556 shares; 2025Q2: 8,219 shares; 2025Q3: 8,777 shares; 2025Q4: 8,870 shares; 2026Q1: 3,451 shares 3,451 $259K 0.06% -5,419 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: 1,945 shares; 2024Q4: 2,537 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares 1,735 $247K 0.06% 0 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: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,480 shares; 2025Q2: 1,410 shares; 2025Q3: 1,330 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $240K 0.05% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 823 shares; 2026Q1: 819 shares 819 $230K 0.05% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,051 shares; 2025Q4: 3,924 shares; 2026Q1: 1,389 shares 1,389 $222K 0.05% -2,535 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,688 shares; 2024Q4: 8,477 shares; 2025Q1: 4,894 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,507 shares 3,507 $217K 0.05% new Timeline SPHQ 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: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares; 2025Q4: 3,468 shares; 2026Q1: 2,667 shares 2,667 $201K 0.04% -801 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,758 shares; 2025Q4: 2,188 shares; 2026Q1: 2,270 shares 2,270 $186K 0.04% +82 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 814 shares; 2025Q2: 816 shares; 2025Q3: 813 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $178K 0.04% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares 1,699 $174K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 9,601 shares; 2025Q1: 6,760 shares; 2025Q2: 451 shares; 2025Q3: 437 shares; 2025Q4: 443 shares; 2026Q1: 433 shares 433 $161K 0.04% -10 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,216 shares; 2025Q4: 2,124 shares; 2026Q1: 1,939 shares 1,939 $154K 0.03% -185 Timeline SPLV 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: 1,873 shares; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares 2,018 $148K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,080 shares; 2025Q1: 3,026 shares; 2025Q2: 3,061 shares; 2025Q3: 3,071 shares; 2025Q4: 2,806 shares; 2026Q1: 2,934 shares 2,934 $147K 0.03% +128 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: 979 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 975 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 969 shares 969 $141K 0.03% 0 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: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares 2,898 $136K 0.03% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,939 shares; 2025Q1: 3,891 shares; 2025Q2: 5,119 shares; 2025Q3: 4,491 shares; 2025Q4: 4,491 shares; 2026Q1: 4,466 shares 4,466 $135K 0.03% -25 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: 275 shares; 2024Q4: 288 shares; 2025Q1: 295 shares; 2025Q2: 1,274 shares; 2025Q3: 1,308 shares; 2025Q4: 1,282 shares; 2026Q1: 220 shares 220 $127K 0.03% -1,062 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,815 shares 1,815 $122K 0.03% +15 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 1,171 shares; 2026Q1: 1,080 shares 1,080 $118K 0.03% -91 Timeline IWN 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $114K 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: 87 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $113K 0.03% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares 3,075 $111K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,687 shares; 2024Q4: 14,518 shares; 2025Q1: 14,641 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $107K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 107 shares; 2025Q1: 103 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,129 shares 1,129 $104K 0.02% -406 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $98.9K 0.02% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,141 shares 2,141 $98.1K 0.02% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $97.1K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $92.5K 0.02% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $91.7K 0.02% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 12,110 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,025 shares; 2026Q1: 2,020 shares 2,020 $91.5K 0.02% -5 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 500 shares; 2025Q2: 5,093 shares; 2025Q3: 5,053 shares; 2025Q4: 4,985 shares; 2026Q1: 501 shares 501 $91.3K 0.02% -4,484 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares; 2026Q1: 1,461 shares 1,461 $82.7K 0.02% 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: 1,637 shares; 2024Q4: 1,632 shares; 2025Q1: 1,582 shares; 2025Q2: 1,742 shares; 2025Q3: 2,849 shares; 2025Q4: 27,980 shares; 2026Q1: 2,925 shares 2,925 $82.1K 0.02% -25,055 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 1,010 shares; 2026Q1: 1,859 shares 1,859 $82K 0.02% +849 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: 285 shares; 2024Q4: 4,791 shares; 2025Q1: 4,785 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 291 shares; 2026Q1: 290 shares 290 $81K 0.02% -1 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: 421 shares; 2024Q4: 415 shares; 2025Q1: 440 shares; 2025Q2: 428 shares; 2025Q3: 437 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $79.2K 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,010 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares 2,010 $77.4K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $76.9K 0.02% 0 Timeline VHT 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: 275 shares; 2024Q4: 1,044 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $74.9K 0.02% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 403 shares; 2025Q1: 406 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 404 shares; 2026Q1: 407 shares 407 $73.3K 0.02% +3 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: 766 shares; 2024Q4: 761 shares; 2025Q1: 771 shares; 2025Q2: 761 shares; 2025Q3: 770 shares; 2025Q4: 807 shares; 2026Q1: 792 shares 792 $67.5K 0.02% -15 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 339 shares; 2025Q2: 341 shares; 2025Q3: 402 shares; 2025Q4: 407 shares; 2026Q1: 407 shares 407 $67.3K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,124 shares; 2024Q4: 30,531 shares; 2025Q1: 3,737 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,737 shares; 2026Q1: 3,737 shares 3,737 $64.7K 0.01% 0 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: 819 shares; 2024Q4: 804 shares; 2025Q1: 829 shares; 2025Q2: 1,198 shares; 2025Q3: 1,184 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $64.3K 0.01% 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: 34,161 shares; 2024Q4: 32,910 shares; 2025Q1: 575 shares; 2025Q2: 2,045 shares; 2025Q3: 2,077 shares; 2025Q4: 2,119 shares; 2026Q1: 2,130 shares 2,130 $61.2K 0.01% +11 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 156 shares; 2025Q1: 161 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $56.3K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 610 shares; 2026Q1: 600 shares 600 $56K 0.01% -10 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $55.4K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 149 shares; 2025Q3: 151 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $54.9K 0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares 1,037 $50.8K 0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 38 shares; 2025Q2: 641 shares; 2025Q3: 491 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $48.4K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 15 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $48.4K 0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares 2,172 $46K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 293 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 295 shares 295 $42.8K 0.01% +4 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 862 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $42.5K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $41.9K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 245 shares; 2025Q2: 250 shares; 2025Q3: 249 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $37.9K 0.01% 0 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $37.9K 0.01% 0 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 20,434 shares; 2025Q3: 20,722 shares; 2025Q4: 12,183 shares; 2026Q1: 972 shares 972 $37.3K 0.01% -11,211 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $36.9K 0.01% 0 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: 242 shares; 2024Q4: 284 shares; 2025Q1: 285 shares; 2025Q2: 678 shares; 2025Q3: 669 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $36.6K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 388 shares; 2026Q1: 388 shares 388 $35.7K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 327 shares 327 $31.6K 0.01% +5 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $30.3K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $30.2K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 33 shares; 2025Q1: 35 shares; 2025Q2: 31 shares; 2025Q3: 29 shares; 2025Q4: 34 shares; 2026Q1: 233 shares 233 $29.4K 0.01% +199 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $29.1K 0.01% 0 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: 373 shares; 2024Q4: 343 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 427 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $27.8K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364 $27.8K 0.01% 0 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: 178 shares; 2024Q4: 179 shares; 2025Q1: 177 shares; 2025Q2: 181 shares; 2025Q3: 184 shares; 2025Q4: 181 shares; 2026Q1: 175 shares 175 $27.5K 0.01% -6 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,052 shares; 2025Q3: 15,704 shares; 2025Q4: 686 shares; 2026Q1: 630 shares 630 $26.8K 0.01% -56 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: 916 shares; 2024Q4: 865 shares; 2025Q1: 796 shares; 2025Q2: 786 shares; 2025Q3: 801 shares; 2025Q4: 833 shares; 2026Q1: 883 shares 883 $25.6K 0.01% +50 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $25.4K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,000 shares; 2025Q1: 2,135 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares 2,175 $25.1K 0.01% 0 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: not reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 59 shares; 2025Q3: 41 shares; 2025Q4: 52 shares; 2026Q1: 38 shares 38 $24.8K 0.01% -14 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $23.6K 0.01% 0 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: 6,590 shares; 2024Q4: 6,568 shares; 2025Q1: 144 shares; 2025Q2: 140 shares; 2025Q3: 136 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $23.1K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $22.5K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $21.8K <0.01% 0 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763 $21.7K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares 676 $21.5K <0.01% 0 Timeline SPUS 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $21.2K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 499 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 312 shares; 2026Q1: 252 shares 252 $20.9K <0.01% -60 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 562 shares; 2025Q1: 377 shares; 2025Q2: 366 shares; 2025Q3: 310 shares; 2025Q4: 287 shares; 2026Q1: 234 shares 234 $20.7K <0.01% -53 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares 1,147 $20.7K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $20.6K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 545 shares; 2025Q1: 537 shares; 2025Q2: 533 shares; 2025Q3: 559 shares; 2025Q4: 580 shares; 2026Q1: 618 shares 618 $19.8K <0.01% +38 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $19.1K <0.01% 0 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 91 shares; 2025Q2: 252 shares; 2025Q3: 269 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $19K <0.01% 0 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: 4,004 shares; 2024Q4: 3,985 shares; 2025Q1: 3,977 shares; 2025Q2: 3,955 shares; 2025Q3: 181 shares; 2025Q4: 88 shares; 2026Q1: 87 shares 87 $18.8K <0.01% -1 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares 166 $18.6K <0.01% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,064 shares; 2024Q4: 15,031 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 227 shares; 2026Q1: 164 shares 164 $18.2K <0.01% -63 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 445 shares 445 $18.2K <0.01% new Timeline PGF 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: 2,431 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $17.9K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares 70 $17.8K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $16.6K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares 2,000 $16.5K <0.01% +1,000 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: 234 shares; 2024Q4: 230 shares; 2025Q1: 255 shares; 2025Q2: 265 shares; 2025Q3: 303 shares; 2025Q4: 250 shares; 2026Q1: 279 shares 279 $16.1K <0.01% +29 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 1,804 shares; 2026Q1: 1,804 shares 1,804 $15.5K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,324 shares; 2025Q1: 3,324 shares; 2025Q2: 3,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,324 shares; 2026Q1: 3,324 shares 3,324 $15.4K <0.01% 0 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $14.4K <0.01% 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: 10,468 shares; 2024Q4: 10 shares; 2025Q1: 30 shares; 2025Q2: 29 shares; 2025Q3: 28 shares; 2025Q4: 39 shares; 2026Q1: 42 shares 42 $14.2K <0.01% +3 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $14K <0.01% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 266 shares; 2025Q4: 296 shares; 2026Q1: 307 shares 307 $13.5K <0.01% +11 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 251 shares 251 $12.2K <0.01% +11 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: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 12,936 shares; 2025Q3: 12,855 shares; 2025Q4: 8,009 shares; 2026Q1: 228 shares 228 $12K <0.01% -7,781 Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 155 shares; 2026Q1: 155 shares 155 $11.8K <0.01% 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: 448 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 453 shares; 2025Q3: 438 shares; 2025Q4: 458 shares; 2026Q1: 458 shares 458 $11.2K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 393 shares 393 $11K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 10,007 shares; 2025Q1: 11,791 shares; 2025Q2: 11,812 shares; 2025Q3: 11,742 shares; 2025Q4: 11,655 shares; 2026Q1: 93 shares 93 $11K <0.01% -11,562 Timeline METU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares 482 $10.8K <0.01% new 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 26 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 168 shares 168 $10.4K <0.01% +42 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 2,000 shares; 2026Q1: 2,000 shares 2,000 $10.3K <0.01% 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: 494 shares; 2024Q4: 467 shares; 2025Q1: 204 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 185 shares; 2026Q1: 180 shares 180 $10.1K <0.01% -5 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $10.1K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 3,352 shares; 2025Q1: 3,451 shares; 2025Q2: 43 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $9.57K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 105 shares; 2025Q3: 100 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $9.49K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,347 shares; 2025Q1: 1,079 shares; 2025Q2: 1,075 shares; 2025Q3: 1,088 shares; 2025Q4: 5,224 shares; 2026Q1: 90 shares 90 $9.41K <0.01% -5,134 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,143 shares; 2025Q2: 1,968 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $8.68K <0.01% new Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $8.52K <0.01% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $8.15K <0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,101 shares; 2025Q1: 4,202 shares; 2025Q2: 43 shares; 2025Q3: 39 shares; 2025Q4: 33 shares; 2026Q1: 30 shares 30 $8.12K <0.01% -3 Timeline VSGX 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: 112 shares 112 $8.03K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 24 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 91 shares; 2026Q1: 81 shares 81 $7.91K <0.01% -10 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares 416 $7.86K <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 29 shares; 2026Q1: 28 shares 28 $7.57K <0.01% -1 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: 10 shares; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 12 shares; 2026Q1: 15 shares 15 $7.44K <0.01% +3 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $7.39K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 2,549 shares; 2025Q1: 2,411 shares; 2025Q2: 2,554 shares; 2025Q3: 2,652 shares; 2025Q4: 2,633 shares; 2026Q1: 34 shares 34 $7.14K <0.01% -2,599 Timeline NASSAU COS NEW YORK 7.45 Q… NASSAU COS NEW YORK 7.45 QUIBS 2… More: the full row for NASSAU COS NEW YORK 7.45 QUIBS 2032 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $7.14K <0.01% 0 AOK 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: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $7.02K <0.01% 0 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: 94 shares; 2024Q4: 93 shares; 2025Q1: 95 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 149 shares; 2026Q1: 153 shares 153 $7K <0.01% +4 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: 5,080 shares; 2024Q4: 55 shares; 2025Q1: 58 shares; 2025Q2: 52 shares; 2025Q3: 55 shares; 2025Q4: 63 shares; 2026Q1: 53 shares 53 $6.88K <0.01% -10 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares 23 $6.85K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 28 shares; 2025Q1: 33 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $6.69K <0.01% 0 Timeline PACIFIC GAS&ELEC 5.50% PFD PACIFIC GAS&ELEC 5.50% PFD More: the full row for PACIFIC GAS&ELEC 5.50% PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $6.3K <0.01% 0 FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,229 shares; 2025Q1: 18,584 shares; 2025Q2: 19,688 shares; 2025Q3: 19,719 shares; 2025Q4: 19,542 shares; 2026Q1: 95 shares 95 $6.14K <0.01% -19,447 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 2,038 shares; 2025Q1: 1,995 shares; 2025Q2: 34 shares; 2025Q3: 36 shares; 2025Q4: 47 shares; 2026Q1: 40 shares 40 $6.12K <0.01% -7 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $5.93K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 237 shares; 2025Q2: 167 shares; 2025Q3: 192 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $5.82K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $5.77K <0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $5.74K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $5.51K <0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $5.42K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $5.37K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 61 shares; 2025Q1: 71 shares; 2025Q2: 57 shares; 2025Q3: 62 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $5.33K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 21 shares; 2025Q3: 17 shares; 2025Q4: 18 shares; 2026Q1: 30 shares 30 $5.2K <0.01% +12 Timeline Demant A/S Demant A/S More: the full row for Demant A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $5.05K <0.01% 0 SDG 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: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $5.04K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $5.02K <0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 1,915 shares; 2025Q3: 42 shares; 2025Q4: 54 shares; 2026Q1: 62 shares 62 $5.02K <0.01% +8 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 9,519 shares; 2025Q1: 9,494 shares; 2025Q2: 35 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 54 shares 54 $5K <0.01% +10 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 56 shares 56 $4.95K <0.01% -40 Timeline QQQJ 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: 241 shares; 2024Q4: 237 shares; 2025Q1: 208 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $4.89K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 114 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 110 shares; 2026Q1: 80 shares 80 $4.8K <0.01% -30 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 32 shares; 2025Q1: 44 shares; 2025Q2: 38 shares; 2025Q3: 34 shares; 2025Q4: 39 shares; 2026Q1: 40 shares 40 $4.8K <0.01% +1 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 246 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $4.77K <0.01% 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: 194 shares; 2024Q4: 248 shares; 2025Q1: 256 shares; 2025Q2: 267 shares; 2025Q3: 32 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $4.62K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,351 shares; 2025Q1: 2,171 shares; 2025Q2: 2,158 shares; 2025Q3: 7 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $4.61K <0.01% 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: 2,867 shares; 2024Q4: 2,858 shares; 2025Q1: 2,863 shares; 2025Q2: 2,849 shares; 2025Q3: 9 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $4.56K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 19 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 23 shares 23 $4.55K <0.01% +7 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 2,509 shares; 2025Q1: 2,516 shares; 2025Q2: 2,512 shares; 2025Q3: 2,499 shares; 2025Q4: 20 shares; 2026Q1: 26 shares 26 $4.54K <0.01% +6 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $4.51K <0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $4.48K <0.01% 0 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 224 shares; 2026Q1: 264 shares 264 $4.45K <0.01% +40 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $4.35K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $4.33K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 1,767 shares; 2025Q1: 1,772 shares; 2025Q2: 2,409 shares; 2025Q3: 2,603 shares; 2025Q4: 2,570 shares; 2026Q1: 8 shares 8 $4.31K <0.01% -2,562 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $4.31K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 5,355 shares; 2025Q1: 12,398 shares; 2025Q2: 13,960 shares; 2025Q3: 14,144 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $4.29K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 9 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 10 shares; 2026Q1: 13 shares 13 $4.27K <0.01% +3 Timeline SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $4.18K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 83 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 95 shares; 2026Q1: 90 shares 90 $4.07K <0.01% -5 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 40 shares; 2026Q1: 14 shares 14 $3.95K <0.01% -26 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $3.92K <0.01% 0 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $3.91K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $3.9K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $3.86K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 662 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares 936 $3.86K <0.01% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $3.85K <0.01% 0 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.82K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 48 shares; 2025Q4: 53 shares; 2026Q1: 33 shares 33 $3.79K <0.01% -20 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 500 shares; 2026Q1: 200 shares 200 $3.77K <0.01% -300 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 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 10 shares; 2025Q4: 16 shares; 2026Q1: 18 shares 18 $3.68K <0.01% +2 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $3.58K <0.01% 0 Timeline ELVR ELEVRA LITHIUM LTD More: the full row for ELEVRA LITHIUM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $3.53K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 22 shares; 2025Q2: 17 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $3.51K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 70 shares; 2025Q3: 80 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $3.51K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 515 shares; 2025Q1: 27,870 shares; 2025Q2: 28,675 shares; 2025Q3: 31,001 shares; 2025Q4: 100 shares; 2026Q1: 103 shares 103 $3.42K <0.01% +3 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 1,200 shares; 2026Q1: 200 shares 200 $3.41K <0.01% -1,000 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $3.38K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 49 shares; 2025Q3: 42 shares; 2025Q4: 52 shares; 2026Q1: 47 shares 47 $3.38K <0.01% -5 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $3.35K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $3.35K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,178 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 21 shares 21 $3.33K <0.01% +17 Timeline MGK 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: 9 shares 9 $3.31K <0.01% new Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP 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: 88 shares; 2026Q1: 88 shares 88 $3.3K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $3.23K <0.01% 0 Timeline HYMB 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: 92 shares; 2026Q1: 129 shares 129 $3.21K <0.01% +37 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 21 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 14 shares; 2025Q4: 18 shares; 2026Q1: 16 shares 16 $3.17K <0.01% -2 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 111 shares 111 $3.16K <0.01% -237 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $3.14K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,206 shares; 2025Q4: 256 shares; 2026Q1: 195 shares 195 $3.09K <0.01% -61 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.06K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $3.05K <0.01% 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: 1,656 shares; 2024Q4: 106 shares; 2025Q1: 105 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 110 shares; 2026Q1: 7 shares 7 $3.03K <0.01% -103 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.02K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 393 shares 393 $3.01K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 62 shares; 2025Q4: 67 shares; 2026Q1: 72 shares 72 $3K <0.01% +5 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $2.98K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80 $2.96K <0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $2.96K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.95K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $2.93K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 6 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 1 shares; 2025Q4: 10 shares; 2026Q1: 15 shares 15 $2.93K <0.01% +5 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.91K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 83 shares; 2025Q3: 81 shares; 2025Q4: 11 shares; 2026Q1: 9 shares 9 $2.88K <0.01% -2 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: 98 shares; 2024Q4: 103 shares; 2025Q1: 100 shares; 2025Q2: 98 shares; 2025Q3: 94 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $2.86K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 34 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.85K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $2.84K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 11 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.83K <0.01% 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: 33,485 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $2.83K <0.01% 0 Timeline IJS 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: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.79K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $2.78K <0.01% 0 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 19 shares; 2025Q3: 9 shares; 2025Q4: 19 shares; 2026Q1: 34 shares 34 $2.78K <0.01% +15 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.77K <0.01% 0 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: 999 shares; 2024Q4: 999 shares; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 20 shares; 2026Q1: 30 shares 30 $2.76K <0.01% +10 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.73K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $2.71K <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $2.7K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,384 shares; 2025Q1: 2,383 shares; 2025Q2: 2,367 shares; 2025Q3: 62 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $2.68K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $2.67K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 38 shares; 2025Q3: 44 shares; 2025Q4: 50 shares; 2026Q1: 53 shares 53 $2.66K <0.01% +3 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $2.66K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.66K <0.01% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $2.62K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 3 shares 3 $2.6K <0.01% -1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 29 shares; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $2.58K <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $2.58K <0.01% 0 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: 17 shares; 2024Q4: 16 shares; 2025Q1: 18 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 8 shares 8 $2.54K <0.01% +3 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 4 shares 4 $2.54K <0.01% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 161 shares; 2025Q1: 155 shares; 2025Q2: 153 shares; 2025Q3: 141 shares; 2025Q4: 23 shares; 2026Q1: 15 shares 15 $2.54K <0.01% -8 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $2.54K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.53K <0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 53 shares 53 $2.53K <0.01% +1 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2.52K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 37 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 37 shares 37 $2.52K <0.01% +5 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $2.48K <0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 29 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $2.48K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 22 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $2.46K <0.01% 0 Timeline SFTBY SOFTBANK GROUP AMERICAN DEPOSI More: the full row for SOFTBANK GROUP AMERICAN DEPOSI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 200 shares 200 $2.42K <0.01% +150 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 9 shares 9 $2.4K <0.01% +5 Timeline VV 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $2.39K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $2.38K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $2.38K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 24 shares; 2025Q1: 19 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 10 shares; 2026Q1: 12 shares 12 $2.33K <0.01% +2 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.3K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $2.3K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2.29K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 142 shares; 2025Q1: 141 shares; 2025Q2: 139 shares; 2025Q3: 132 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $2.25K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.24K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $2.23K <0.01% 0 Timeline EVTL VERTICAL AEROSPACE LTD More: the full row for VERTICAL AEROSPACE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $2.21K <0.01% new Timeline MANE VERADERMICS INC More: the full row for VERADERMICS 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: 35 shares 35 $2.21K <0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 20 shares; 2026Q1: 25 shares 25 $2.19K <0.01% +5 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $2.15K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $2.13K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 107 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 112 shares; 2026Q1: 5 shares 5 $2.13K <0.01% -107 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2.11K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 40 shares 40 $2.09K <0.01% +10 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,086 shares; 2024Q4: 5,969 shares; 2025Q1: 5,912 shares; 2025Q2: 5,873 shares; 2025Q3: 6,462 shares; 2025Q4: 30 shares; 2026Q1: 11 shares 11 $2.09K <0.01% -19 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 17 shares; 2025Q1: 5 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $2.08K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $2.08K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 6 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 20 shares 20 $2.05K <0.01% +5 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: 10 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.04K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 7 shares 7 $2.03K <0.01% +3 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 27 shares 27 $2.03K <0.01% +15 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $2.02K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 11 shares; 2025Q2: 6 shares; 2025Q3: 26 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $2.02K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 19 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.01K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 14,648 shares; 2025Q2: 16,332 shares; 2025Q3: 12 shares; 2025Q4: 17 shares; 2026Q1: 22 shares 22 $1.99K <0.01% +5 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 5 shares; 2025Q1: 19 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.97K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 37 shares; 2025Q1: 42 shares; 2025Q2: 31 shares; 2025Q3: 21 shares; 2025Q4: 36 shares; 2026Q1: 31 shares 31 $1.95K <0.01% -5 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 293 shares; 2025Q1: 7 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 20 shares 20 $1.94K <0.01% -5 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $1.94K <0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $1.92K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 13 shares; 2025Q4: 16 shares; 2026Q1: 11 shares 11 $1.91K <0.01% -5 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 18 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $1.9K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 15 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $1.88K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: 4 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 11 shares 11 $1.88K <0.01% +2 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $1.86K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $1.86K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.85K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 40 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 30 shares; 2026Q1: 39 shares 39 $1.81K <0.01% +9 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $1.81K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.8K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.78K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $1.78K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $1.74K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $1.74K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 9 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $1.73K <0.01% 0 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 162 shares; 2025Q3: 165 shares; 2025Q4: 167 shares; 2026Q1: 169 shares 169 $1.73K <0.01% +2 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 8 shares 8 $1.73K <0.01% +3 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $1.73K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 12 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.71K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $1.71K <0.01% 0 Timeline