PVAL 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: 1,189,265 shares; 2024Q4: 1,214,952 shares; 2025Q1: 1,429,509 shares; 2025Q2: 1,482,253 shares; 2025Q3: 1,513,333 shares; 2025Q4: 1,539,491 shares; 2026Q1: 1,568,637 shares 1,568,637 $72.8M 16.45% +29,146 Timeline LRGE 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: 528,355 shares; 2024Q4: 529,145 shares; 2025Q1: 558,870 shares; 2025Q2: 573,799 shares; 2025Q3: 586,517 shares; 2025Q4: 602,940 shares; 2026Q1: 662,875 shares 662,875 $49.8M 11.27% +59,935 Timeline VBR 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: 121,388 shares; 2024Q4: 123,008 shares; 2025Q1: 172,892 shares; 2025Q2: 184,022 shares; 2025Q3: 187,821 shares; 2025Q4: 192,768 shares; 2026Q1: 198,088 shares 198,088 $43M 9.73% +5,320 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to 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: 34,398 shares; 2026Q1: 1,527,718 shares 1,527,718 $41.1M 9.29% +1,493,320 Timeline ISTB 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: 336,320 shares; 2024Q4: 340,591 shares; 2025Q1: 368,660 shares; 2025Q2: 382,554 shares; 2025Q3: 390,344 shares; 2025Q4: 404,099 shares; 2026Q1: 416,095 shares 416,095 $20.2M 4.56% +11,996 Timeline JMST 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: 164,807 shares; 2024Q4: 160,354 shares; 2025Q1: 193,433 shares; 2025Q2: 189,697 shares; 2025Q3: 205,713 shares; 2025Q4: 208,448 shares; 2026Q1: 217,995 shares 217,995 $11.1M 2.51% +9,547 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,048 shares; 2024Q4: 60,222 shares; 2025Q1: 57,869 shares; 2025Q2: 59,407 shares; 2025Q3: 45,368 shares; 2025Q4: 43,289 shares; 2026Q1: 43,536 shares 43,536 $11M 2.5% +247 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: 57,996 shares; 2024Q4: 56,916 shares; 2025Q1: 58,136 shares; 2025Q2: 59,732 shares; 2025Q3: 59,980 shares; 2025Q4: 61,028 shares; 2026Q1: 61,810 shares 61,810 $10M 2.26% +782 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,638 shares; 2024Q4: 400,231 shares; 2025Q1: 340,892 shares; 2025Q2: 498,655 shares; 2025Q3: 525,520 shares; 2025Q4: 551,974 shares; 2026Q1: 625,215 shares 625,215 $7.95M 1.8% +73,241 Timeline CWI 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: 101,016 shares; 2024Q4: 119,096 shares; 2025Q1: 133,355 shares; 2025Q2: 137,921 shares; 2025Q3: 145,131 shares; 2025Q4: 142,778 shares; 2026Q1: 148,135 shares 148,135 $5.42M 1.23% +5,357 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,632 shares; 2024Q4: 77,126 shares; 2025Q1: 88,256 shares; 2025Q2: 91,472 shares; 2025Q3: 97,510 shares; 2025Q4: 97,527 shares; 2026Q1: 104,211 shares 104,211 $4.75M 1.07% +6,684 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,098 shares; 2024Q4: 37,899 shares; 2025Q1: 40,734 shares; 2025Q2: 41,709 shares; 2025Q3: 43,257 shares; 2025Q4: 41,993 shares; 2026Q1: 44,510 shares 44,510 $4.36M 0.99% +2,517 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,985 shares; 2024Q4: 32,042 shares; 2025Q1: 36,371 shares; 2025Q2: 38,604 shares; 2025Q3: 40,791 shares; 2025Q4: 40,237 shares; 2026Q1: 42,452 shares 42,452 $4.11M 0.93% +2,215 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: 20,597 shares; 2024Q4: 20,762 shares; 2025Q1: 20,481 shares; 2025Q2: 23,125 shares; 2025Q3: 21,961 shares; 2025Q4: 22,078 shares; 2026Q1: 22,251 shares 22,251 $3.88M 0.88% +173 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: 6,998 shares; 2024Q4: 7,000 shares; 2025Q1: 6,555 shares; 2025Q2: 6,241 shares; 2025Q3: 5,921 shares; 2025Q4: 5,759 shares; 2026Q1: 5,380 shares 5,380 $3.5M 0.79% -379 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: 9,214 shares; 2024Q4: 9,917 shares; 2025Q1: 9,131 shares; 2025Q2: 10,044 shares; 2025Q3: 9,747 shares; 2025Q4: 9,395 shares; 2026Q1: 8,897 shares 8,897 $3.29M 0.74% -498 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: 38,984 shares; 2024Q4: 44,322 shares; 2025Q1: 47,941 shares; 2025Q2: 51,319 shares; 2025Q3: 54,624 shares; 2025Q4: 54,468 shares; 2026Q1: 58,057 shares 58,057 $3.28M 0.74% +3,589 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: 11,297 shares; 2024Q4: 10,905 shares; 2025Q1: 11,073 shares; 2025Q2: 13,161 shares; 2025Q3: 12,805 shares; 2025Q4: 14,891 shares; 2026Q1: 15,118 shares 15,118 $3.15M 0.71% +227 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,239 shares; 2024Q4: 44,972 shares; 2025Q1: 52,240 shares; 2025Q2: 58,548 shares; 2025Q3: 61,753 shares; 2025Q4: 61,196 shares; 2026Q1: 64,243 shares 64,243 $3.1M 0.7% +3,047 Timeline JMUB 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: 233,078 shares; 2024Q4: 259,834 shares; 2025Q1: 15,746 shares; 2025Q2: 57,485 shares; 2025Q3: 93,458 shares; 2025Q4: 92,598 shares; 2026Q1: 60,414 shares 60,414 $3.02M 0.68% -32,184 Timeline MUNI 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: 60,319 shares; 2024Q4: 68,423 shares; 2025Q1: 33,771 shares; 2025Q2: 30,899 shares; 2025Q3: 49,629 shares; 2025Q4: 49,450 shares; 2026Q1: 47,613 shares 47,613 $2.48M 0.56% -1,837 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: not reported; 2024Q4: not reported; 2025Q1: 19,807 shares; 2025Q2: 15,591 shares; 2025Q3: 16,101 shares; 2025Q4: 15,791 shares; 2026Q1: 15,798 shares 15,798 $2.48M 0.56% +7 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,433 shares; 2025Q3: 51,270 shares; 2025Q4: 51,115 shares; 2026Q1: 53,804 shares 53,804 $2.48M 0.56% +2,689 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: 7,056 shares; 2024Q4: 7,121 shares; 2025Q1: 7,181 shares; 2025Q2: 9,531 shares; 2025Q3: 9,227 shares; 2025Q4: 8,659 shares; 2026Q1: 8,339 shares 8,339 $2.4M 0.54% -320 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,608 shares; 2024Q4: 28,606 shares; 2025Q1: 34,529 shares; 2025Q2: 18,459 shares; 2025Q3: 19,673 shares; 2025Q4: 19,478 shares; 2026Q1: 20,817 shares 20,817 $2.22M 0.5% +1,339 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,379 shares; 2025Q4: 19,379 shares; 2026Q1: 38,822 shares 38,822 $1.98M 0.45% +19,443 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: 5,085 shares; 2024Q4: 5,407 shares; 2025Q1: 5,705 shares; 2025Q2: 5,812 shares; 2025Q3: 5,567 shares; 2025Q4: 5,260 shares; 2026Q1: 5,149 shares 5,149 $1.91M 0.43% -111 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,432 shares; 2024Q4: 51,821 shares; 2025Q1: 53,216 shares; 2025Q2: 59,199 shares; 2025Q3: 60,461 shares; 2025Q4: 59,410 shares; 2026Q1: 60,268 shares 60,268 $1.87M 0.42% +858 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: 2,404 shares; 2024Q4: 2,534 shares; 2025Q1: 2,429 shares; 2025Q2: 2,499 shares; 2025Q3: 2,563 shares; 2025Q4: 2,361 shares; 2026Q1: 2,436 shares 2,436 $1.39M 0.32% +75 Timeline SHM 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: 28,953 shares; 2024Q4: 28,953 shares; 2025Q1: 28,953 shares; 2025Q2: 28,953 shares; 2025Q3: 29,205 shares; 2025Q4: 29,205 shares; 2026Q1: 29,133 shares 29,133 $1.39M 0.31% -72 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: 10,992 shares; 2024Q4: 11,775 shares; 2025Q1: 16,385 shares; 2025Q2: 16,715 shares; 2025Q3: 16,275 shares; 2025Q4: 17,193 shares; 2026Q1: 17,757 shares 17,757 $1.38M 0.31% +564 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: 9,353 shares; 2024Q4: 9,841 shares; 2025Q1: 11,228 shares; 2025Q2: 9,795 shares; 2025Q3: 9,599 shares; 2025Q4: 9,718 shares; 2026Q1: 7,903 shares 7,903 $1.34M 0.3% -1,815 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: 5,366 shares; 2024Q4: 5,288 shares; 2025Q1: 4,993 shares; 2025Q2: 5,153 shares; 2025Q3: 4,888 shares; 2025Q4: 4,224 shares; 2026Q1: 4,359 shares 4,359 $1.32M 0.3% +135 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,771 shares; 2025Q1: 1,705 shares; 2025Q2: 1,885 shares; 2025Q3: 1,755 shares; 2025Q4: 1,760 shares; 2026Q1: 1,742 shares 1,742 $1.23M 0.28% -18 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,334 shares; 2026Q1: 122,809 shares 122,809 $1.2M 0.27% +46,475 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: 4,279 shares; 2024Q4: 4,279 shares; 2025Q1: 4,279 shares; 2025Q2: 4,279 shares; 2025Q3: 4,280 shares; 2025Q4: 4,318 shares; 2026Q1: 3,446 shares 3,446 $1.11M 0.25% -872 Timeline FLTR 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: 65,800 shares; 2024Q4: 58,935 shares; 2025Q1: 64,379 shares; 2025Q2: 59,468 shares; 2025Q3: 56,543 shares; 2025Q4: 46,724 shares; 2026Q1: 43,312 shares 43,312 $1.1M 0.25% -3,412 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: 4,443 shares; 2024Q4: 4,910 shares; 2025Q1: 5,007 shares; 2025Q2: 7,370 shares; 2025Q3: 7,971 shares; 2025Q4: 6,908 shares; 2026Q1: 6,566 shares 6,566 $1.09M 0.25% -342 Timeline SUSB 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: 35,684 shares; 2024Q4: 39,505 shares; 2025Q1: 42,432 shares; 2025Q2: 39,976 shares; 2025Q3: 41,391 shares; 2025Q4: 39,768 shares; 2026Q1: 42,439 shares 42,439 $1.06M 0.24% +2,671 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 15,691 shares; 2025Q1: 15,372 shares; 2025Q2: 14,924 shares; 2025Q3: 14,929 shares; 2025Q4: 14,671 shares; 2026Q1: 14,837 shares 14,837 $1.04M 0.24% +166 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: 4,535 shares; 2024Q4: 4,122 shares; 2025Q1: 4,343 shares; 2025Q2: 6,680 shares; 2025Q3: 3,852 shares; 2025Q4: 3,668 shares; 2026Q1: 3,772 shares 3,772 $1.02M 0.23% +104 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: 90,739 shares; 2024Q4: 90,359 shares; 2025Q1: 6,954 shares; 2025Q2: 6,474 shares; 2025Q3: 25,752 shares; 2025Q4: 48,546 shares; 2026Q1: 20,374 shares 20,374 $1.02M 0.23% -28,172 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: 2,213 shares; 2024Q4: 2,364 shares; 2025Q1: 2,098 shares; 2025Q2: 2,748 shares; 2025Q3: 2,897 shares; 2025Q4: 3,056 shares; 2026Q1: 3,209 shares 3,209 $993K 0.22% +153 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: 5,182 shares; 2024Q4: 5,235 shares; 2025Q1: 5,321 shares; 2025Q2: 4,950 shares; 2025Q3: 4,609 shares; 2025Q4: 4,637 shares; 2026Q1: 4,552 shares 4,552 $990K 0.22% -85 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,327 shares; 2025Q4: 19,327 shares; 2026Q1: 19,327 shares 19,327 $981K 0.22% 0 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: 3,137 shares; 2024Q4: 3,138 shares; 2025Q1: 3,414 shares; 2025Q2: 3,824 shares; 2025Q3: 3,735 shares; 2025Q4: 3,363 shares; 2026Q1: 3,304 shares 3,304 $972K 0.22% -59 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,964 shares; 2025Q1: 3,022 shares; 2025Q2: 3,606 shares; 2025Q3: 4,064 shares; 2025Q4: 4,048 shares; 2026Q1: 3,990 shares 3,990 $967K 0.22% -58 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,726 shares; 2024Q4: 62,192 shares; 2025Q1: 62,572 shares; 2025Q2: 63,051 shares; 2025Q3: 75,248 shares; 2025Q4: 74,520 shares; 2026Q1: 74,131 shares 74,131 $935K 0.21% -389 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,706 shares; 2024Q4: 96,909 shares; 2025Q1: 3,472 shares; 2025Q2: 11,770 shares; 2025Q3: 11,178 shares; 2025Q4: 10,864 shares; 2026Q1: 8,444 shares 8,444 $933K 0.21% -2,420 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: 5,490 shares; 2024Q4: 9,691 shares; 2025Q1: 11,163 shares; 2025Q2: 17,859 shares; 2025Q3: 18,898 shares; 2025Q4: 14,676 shares; 2026Q1: 18,057 shares 18,057 $906K 0.2% +3,381 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: 2,460 shares; 2024Q4: 2,564 shares; 2025Q1: 2,394 shares; 2025Q2: 2,528 shares; 2025Q3: 2,460 shares; 2025Q4: 2,649 shares; 2026Q1: 2,645 shares 2,645 $894K 0.2% -4 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: 12,841 shares; 2025Q4: 12,606 shares; 2026Q1: 11,975 shares 11,975 $859K 0.19% -631 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: 15,405 shares; 2024Q4: 15,398 shares; 2025Q1: 16,699 shares; 2025Q2: 11,234 shares; 2025Q3: 11,652 shares; 2025Q4: 10,577 shares; 2026Q1: 11,125 shares 11,125 $846K 0.19% +548 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: 1,770 shares; 2024Q4: 2,008 shares; 2025Q1: 835 shares; 2025Q2: 1,109 shares; 2025Q3: 1,097 shares; 2025Q4: 8,037 shares; 2026Q1: 1,274 shares 1,274 $832K 0.19% -6,763 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: 842 shares; 2024Q4: 942 shares; 2025Q1: 1,149 shares; 2025Q2: 1,394 shares; 2025Q3: 1,343 shares; 2025Q4: 1,422 shares; 2026Q1: 1,440 shares 1,440 $831K 0.19% +18 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: 1,875 shares; 2024Q4: 2,383 shares; 2025Q1: 1,898 shares; 2025Q2: 2,116 shares; 2025Q3: 3,111 shares; 2025Q4: 3,355 shares; 2026Q1: 3,398 shares 3,398 $831K 0.19% +43 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: 2,321 shares; 2024Q4: 2,401 shares; 2025Q1: 2,413 shares; 2025Q2: 2,362 shares; 2025Q3: 2,368 shares; 2025Q4: 2,349 shares; 2026Q1: 2,284 shares 2,284 $814K 0.18% -65 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,175 shares; 2025Q2: 1,803 shares; 2025Q3: 1,815 shares; 2025Q4: 2,094 shares; 2026Q1: 3,910 shares 3,910 $811K 0.18% +1,816 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,300 shares; 2025Q1: 848 shares; 2025Q2: 6,218 shares; 2025Q3: 5,988 shares; 2025Q4: 7,848 shares; 2026Q1: 6,887 shares 6,887 $779K 0.18% -961 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES 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: 21,641 shares; 2025Q3: 41,786 shares; 2025Q4: 69,843 shares; 2026Q1: 68,577 shares 68,577 $761K 0.17% -1,266 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: 12,516 shares; 2024Q4: 12,474 shares; 2025Q1: 17,441 shares; 2025Q2: 17,514 shares; 2025Q3: 17,549 shares; 2025Q4: 17,153 shares; 2026Q1: 17,235 shares 17,235 $761K 0.17% +82 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,277 shares; 2025Q1: 1,301 shares; 2025Q2: 1,174 shares; 2025Q3: 1,259 shares; 2025Q4: 1,771 shares; 2026Q1: 1,576 shares 1,576 $755K 0.17% -195 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: 2,245 shares; 2024Q4: 2,172 shares; 2025Q1: 2,207 shares; 2025Q2: 2,324 shares; 2025Q3: 2,266 shares; 2025Q4: 2,262 shares; 2026Q1: 2,294 shares 2,294 $754K 0.17% +32 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,306 shares; 2024Q4: 22,699 shares; 2025Q1: 22,589 shares; 2025Q2: 22,632 shares; 2025Q3: 20,923 shares; 2025Q4: 15,738 shares; 2026Q1: 14,869 shares 14,869 $749K 0.17% -869 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: 2,109 shares; 2024Q4: 2,142 shares; 2025Q1: 2,442 shares; 2025Q2: 2,600 shares; 2025Q3: 2,447 shares; 2025Q4: 2,439 shares; 2026Q1: 2,446 shares 2,446 $740K 0.17% +7 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 7,475 shares; 2025Q1: 7,467 shares; 2025Q2: 7,494 shares; 2025Q3: 7,520 shares; 2025Q4: 7,524 shares; 2026Q1: 7,470 shares 7,470 $737K 0.17% -54 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: 916 shares; 2024Q4: 1,016 shares; 2025Q1: 963 shares; 2025Q2: 1,191 shares; 2025Q3: 779 shares; 2025Q4: 774 shares; 2026Q1: 779 shares 779 $717K 0.16% +5 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 20,140 shares; 2025Q1: 15,302 shares; 2025Q2: 16,739 shares; 2025Q3: 16,490 shares; 2025Q4: 15,894 shares; 2026Q1: 15,226 shares 15,226 $716K 0.16% -668 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: 246 shares; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 176 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,820 shares 6,820 $713K 0.16% new 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: 2,449 shares; 2024Q4: 2,403 shares; 2025Q1: 2,515 shares; 2025Q2: 2,438 shares; 2025Q3: 3,731 shares; 2025Q4: 4,112 shares; 2026Q1: 4,634 shares 4,634 $708K 0.16% +522 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: 5,994 shares; 2024Q4: 5,852 shares; 2025Q1: 6,020 shares; 2025Q2: 7,669 shares; 2025Q3: 7,818 shares; 2025Q4: 7,930 shares; 2026Q1: 7,469 shares 7,469 $694K 0.16% -461 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: 960 shares; 2024Q4: 1,000 shares; 2025Q1: 953 shares; 2025Q2: 963 shares; 2025Q3: 956 shares; 2025Q4: 848 shares; 2026Q1: 799 shares 799 $691K 0.16% -49 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,196 shares; 2024Q4: 36,040 shares; 2025Q1: 4,098 shares; 2025Q2: 5,114 shares; 2025Q3: 5,019 shares; 2025Q4: 5,692 shares; 2026Q1: 3,231 shares 3,231 $682K 0.15% -2,461 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: 11,294 shares; 2024Q4: 13,420 shares; 2025Q1: 14,569 shares; 2025Q2: 27,546 shares; 2025Q3: 29,297 shares; 2025Q4: 19,058 shares; 2026Q1: 23,492 shares 23,492 $681K 0.15% +4,434 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,075 shares; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: not reported; 2025Q4: 4,417 shares; 2026Q1: 3,105 shares 3,105 $663K 0.15% -1,312 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: 2,750 shares; 2024Q4: 2,689 shares; 2025Q1: 2,685 shares; 2025Q2: 2,806 shares; 2025Q3: 2,815 shares; 2025Q4: 2,815 shares; 2026Q1: 2,807 shares 2,807 $663K 0.15% -8 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: 977 shares; 2024Q4: 978 shares; 2025Q1: 889 shares; 2025Q2: 926 shares; 2025Q3: 678 shares; 2025Q4: 5,484 shares; 2026Q1: 6,881 shares 6,881 $662K 0.15% +1,397 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: 15,284 shares; 2024Q4: 15,752 shares; 2025Q1: 15,582 shares; 2025Q2: 15,941 shares; 2025Q3: 14,167 shares; 2025Q4: 13,428 shares; 2026Q1: 13,384 shares 13,384 $652K 0.15% -44 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: 4,234 shares; 2024Q4: 4,786 shares; 2025Q1: 4,382 shares; 2025Q2: 2,320 shares; 2025Q3: 2,317 shares; 2025Q4: 2,454 shares; 2026Q1: 2,249 shares 2,249 $645K 0.15% -205 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: 1,751 shares; 2024Q4: 1,781 shares; 2025Q1: 1,790 shares; 2025Q2: 1,519 shares; 2025Q3: 1,555 shares; 2025Q4: 1,569 shares; 2026Q1: 1,507 shares 1,507 $641K 0.14% -62 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: 3,299 shares; 2024Q4: 3,194 shares; 2025Q1: 3,144 shares; 2025Q2: 3,129 shares; 2025Q3: 3,218 shares; 2025Q4: 3,722 shares; 2026Q1: 3,314 shares 3,314 $636K 0.14% -408 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: 3,709 shares; 2024Q4: 3,620 shares; 2025Q1: 3,599 shares; 2025Q2: 3,766 shares; 2025Q3: 3,360 shares; 2025Q4: 3,180 shares; 2026Q1: 3,272 shares 3,272 $631K 0.14% +92 Timeline GCOW 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: 14,538 shares; 2024Q4: 14,456 shares; 2025Q1: 14,483 shares; 2025Q2: 13,882 shares; 2025Q3: 13,898 shares; 2025Q4: 13,778 shares; 2026Q1: 13,540 shares 13,540 $626K 0.14% -238 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: 1,911 shares; 2024Q4: 1,844 shares; 2025Q1: 2,678 shares; 2025Q2: 2,502 shares; 2025Q3: 3,296 shares; 2025Q4: 2,624 shares; 2026Q1: 2,945 shares 2,945 $609K 0.14% +321 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,816 shares; 2025Q1: 1,812 shares; 2025Q2: 1,889 shares; 2025Q3: 1,821 shares; 2025Q4: 1,817 shares; 2026Q1: 1,816 shares 1,816 $597K 0.13% -1 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: 6,557 shares; 2024Q4: 8,586 shares; 2025Q1: 6,102 shares; 2025Q2: 6,479 shares; 2025Q3: 6,447 shares; 2025Q4: 6,389 shares; 2026Q1: 6,182 shares 6,182 $596K 0.13% -207 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: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 733 shares; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 6,867 shares 6,867 $580K 0.13% +2,367 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: 6,175 shares; 2024Q4: 6,501 shares; 2025Q1: 6,610 shares; 2025Q2: 7,201 shares; 2025Q3: 5,391 shares; 2025Q4: 5,222 shares; 2026Q1: 5,094 shares 5,094 $578K 0.13% -128 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: 19,336 shares; 2024Q4: 18,284 shares; 2025Q1: 19,510 shares; 2025Q2: 14,310 shares; 2025Q3: 10,099 shares; 2025Q4: 8,653 shares; 2026Q1: 8,691 shares 8,691 $544K 0.12% +38 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 4,280 shares; 2025Q3: 12,654 shares; 2025Q4: 10,295 shares; 2026Q1: 10,724 shares 10,724 $535K 0.12% +429 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: 428 shares; 2024Q4: 578 shares; 2025Q1: 522 shares; 2025Q2: 603 shares; 2025Q3: 534 shares; 2025Q4: 528 shares; 2026Q1: 531 shares 531 $529K 0.12% +3 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,301 shares; 2025Q1: 2,302 shares; 2025Q2: 2,281 shares; 2025Q3: 2,347 shares; 2025Q4: 2,254 shares; 2026Q1: 2,311 shares 2,311 $522K 0.12% +57 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,710 shares; 2025Q2: 1,733 shares; 2025Q3: 2,100 shares; 2025Q4: 1,508 shares; 2026Q1: 1,313 shares 1,313 $514K 0.12% -195 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: 1,436 shares; 2024Q4: 1,186 shares; 2025Q1: 1,386 shares; 2025Q2: 1,191 shares; 2025Q3: 1,183 shares; 2025Q4: 1,077 shares; 2026Q1: 1,018 shares 1,018 $500K 0.11% -59 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: 320 shares; 2024Q4: 343 shares; 2025Q1: 354 shares; 2025Q2: 445 shares; 2025Q3: 397 shares; 2025Q4: 400 shares; 2026Q1: 378 shares 378 $499K 0.11% -22 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,383 shares; 2025Q1: 1,404 shares; 2025Q2: 1,383 shares; 2025Q3: 1,400 shares; 2025Q4: 1,394 shares; 2026Q1: 1,397 shares 1,397 $492K 0.11% +3 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 515 shares; 2025Q2: 486 shares; 2025Q3: 536 shares; 2025Q4: 576 shares; 2026Q1: 822 shares 822 $491K 0.11% +246 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,634 shares; 2025Q1: 3,473 shares; 2025Q2: 2,866 shares; 2025Q3: 3,141 shares; 2025Q4: 3,149 shares; 2026Q1: 3,260 shares 3,260 $480K 0.11% +111 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 10,480 shares; 2025Q1: 10,716 shares; 2025Q2: 9,967 shares; 2025Q3: 9,283 shares; 2025Q4: 10,129 shares; 2026Q1: 10,681 shares 10,681 $479K 0.11% +552 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,650 shares; 2025Q3: 32,471 shares; 2025Q4: 32,471 shares; 2026Q1: 32,471 shares 32,471 $477K 0.11% 0 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: 2,429 shares; 2024Q4: 2,545 shares; 2025Q1: 2,745 shares; 2025Q2: 2,652 shares; 2025Q3: 2,162 shares; 2025Q4: 2,090 shares; 2026Q1: 1,956 shares 1,956 $475K 0.11% -134 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: 5,811 shares; 2024Q4: 5,660 shares; 2025Q1: 7,548 shares; 2025Q2: 6,716 shares; 2025Q3: 6,987 shares; 2025Q4: 6,931 shares; 2026Q1: 6,836 shares 6,836 $451K 0.1% -95 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: 9,167 shares; 2024Q4: 8,731 shares; 2025Q1: 8,243 shares; 2025Q2: 8,246 shares; 2025Q3: 8,467 shares; 2025Q4: 8,360 shares; 2026Q1: 8,569 shares 8,569 $451K 0.1% +209 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 13,203 shares; 2025Q1: 13,282 shares; 2025Q2: 13,093 shares; 2025Q3: 14,250 shares; 2025Q4: 13,969 shares; 2026Q1: 15,218 shares 15,218 $449K 0.1% +1,249 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 4,519 shares; 2025Q1: 4,591 shares; 2025Q2: 4,561 shares; 2025Q3: 4,561 shares; 2025Q4: 4,542 shares; 2026Q1: 4,733 shares 4,733 $446K 0.1% +191 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: not reported; 2024Q4: not reported; 2025Q1: 844 shares; 2025Q2: 1,609 shares; 2025Q3: 1,858 shares; 2025Q4: 1,935 shares; 2026Q1: 2,226 shares 2,226 $441K 0.1% +291 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,198 shares 2,198 $433K 0.1% new Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,190 shares; 2024Q4: 22,522 shares; 2025Q1: 22,001 shares; 2025Q2: 22,688 shares; 2025Q3: 21,839 shares; 2025Q4: 21,776 shares; 2026Q1: 21,116 shares 21,116 $431K 0.1% -660 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: 3,291 shares; 2024Q4: 3,329 shares; 2025Q1: 3,390 shares; 2025Q2: 3,398 shares; 2025Q3: 3,390 shares; 2025Q4: 3,362 shares; 2026Q1: 3,324 shares 3,324 $428K 0.1% -38 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: 7,653 shares; 2024Q4: 7,855 shares; 2025Q1: 6,488 shares; 2025Q2: 7,070 shares; 2025Q3: 6,276 shares; 2025Q4: 6,071 shares; 2026Q1: 3,416 shares 3,416 $425K 0.1% -2,655 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to 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: 81,005 shares; 2026Q1: 69,464 shares 69,464 $417K 0.09% -11,541 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,454 shares 1,454 $417K 0.09% -50 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: 2,247 shares; 2024Q4: 2,166 shares; 2025Q1: 2,578 shares; 2025Q2: 3,308 shares; 2025Q3: 3,294 shares; 2025Q4: 3,432 shares; 2026Q1: 3,180 shares 3,180 $416K 0.09% -252 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: 3,322 shares; 2024Q4: 3,226 shares; 2025Q1: 3,471 shares; 2025Q2: 4,326 shares; 2025Q3: 4,473 shares; 2025Q4: 4,548 shares; 2026Q1: 4,417 shares 4,417 $415K 0.09% -131 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,377 shares; 2025Q1: 1,223 shares; 2025Q2: 1,254 shares; 2025Q3: 1,225 shares; 2025Q4: 1,266 shares; 2026Q1: 1,578 shares 1,578 $413K 0.09% +312 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: 591 shares; 2024Q4: 618 shares; 2025Q1: 636 shares; 2025Q2: 701 shares; 2025Q3: 682 shares; 2025Q4: 665 shares; 2026Q1: 594 shares 594 $405K 0.09% -71 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,566 shares; 2025Q2: 1,941 shares; 2025Q3: 1,682 shares; 2025Q4: 1,558 shares; 2026Q1: 1,556 shares 1,556 $405K 0.09% -2 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: 5,216 shares; 2024Q4: not reported; 2025Q1: 5,734 shares; 2025Q2: 8,042 shares; 2025Q3: 7,615 shares; 2025Q4: 7,243 shares; 2026Q1: 6,855 shares 6,855 $403K 0.09% -388 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 371 shares; 2025Q3: 389 shares; 2025Q4: 405 shares; 2026Q1: 416 shares 416 $400K 0.09% +11 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: not reported; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 2,912 shares; 2025Q3: 3,021 shares; 2025Q4: 3,053 shares; 2026Q1: 2,992 shares 2,992 $395K 0.09% -61 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: 1,834 shares; 2024Q4: not reported; 2025Q1: 1,931 shares; 2025Q2: 1,930 shares; 2025Q3: 1,957 shares; 2025Q4: 1,931 shares; 2026Q1: 1,589 shares 1,589 $392K 0.09% -342 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: not reported; 2024Q4: not reported; 2025Q1: 2,895 shares; 2025Q2: 3,518 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,948 shares 5,948 $387K 0.09% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 420 shares; 2025Q2: 954 shares; 2025Q3: 1,361 shares; 2025Q4: 1,071 shares; 2026Q1: 1,414 shares 1,414 $377K 0.09% +343 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: 5,057 shares; 2024Q4: not reported; 2025Q1: 4,923 shares; 2025Q2: 4,917 shares; 2025Q3: 4,808 shares; 2025Q4: 3,927 shares; 2026Q1: 3,927 shares 3,927 $360K 0.08% 0 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: 3,290 shares; 2024Q4: 3,111 shares; 2025Q1: 3,158 shares; 2025Q2: 3,448 shares; 2025Q3: 3,146 shares; 2025Q4: 2,951 shares; 2026Q1: 2,983 shares 2,983 $359K 0.08% +32 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 3,696 shares; 2025Q1: 3,652 shares; 2025Q2: 3,848 shares; 2025Q3: 3,731 shares; 2025Q4: 3,735 shares; 2026Q1: 4,478 shares 4,478 $358K 0.08% +743 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: 1,230 shares; 2024Q4: 1,337 shares; 2025Q1: 1,358 shares; 2025Q2: 1,371 shares; 2025Q3: 1,289 shares; 2025Q4: 1,269 shares; 2026Q1: 1,170 shares 1,170 $356K 0.08% -99 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: 429 shares; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 608 shares; 2025Q3: 645 shares; 2025Q4: 707 shares; 2026Q1: 714 shares 714 $354K 0.08% +7 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: 2,622 shares; 2024Q4: 2,343 shares; 2025Q1: 2,754 shares; 2025Q2: 3,033 shares; 2025Q3: 2,796 shares; 2025Q4: 2,223 shares; 2026Q1: 2,624 shares 2,624 $346K 0.08% +401 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 2,956 shares; 2025Q3: 2,954 shares; 2025Q4: 3,112 shares; 2026Q1: 2,642 shares 2,642 $346K 0.08% -470 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: 707 shares; 2024Q4: 730 shares; 2025Q1: 851 shares; 2025Q2: 839 shares; 2025Q3: 853 shares; 2025Q4: 846 shares; 2026Q1: 966 shares 966 $346K 0.08% +120 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: 5,057 shares; 2024Q4: 5,377 shares; 2025Q1: 5,516 shares; 2025Q2: 5,489 shares; 2025Q3: 5,423 shares; 2025Q4: 5,006 shares; 2026Q1: 4,630 shares 4,630 $345K 0.08% -376 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 634 shares; 2025Q1: 155 shares; 2025Q2: 253 shares; 2025Q3: 507 shares; 2025Q4: 2,882 shares; 2026Q1: 804 shares 804 $343K 0.08% -2,078 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,357 shares; 2024Q4: 37,179 shares; 2025Q1: 37,819 shares; 2025Q2: 16,746 shares; 2025Q3: 17,602 shares; 2025Q4: 17,572 shares; 2026Q1: 17,922 shares 17,922 $341K 0.08% +350 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,442 shares; 2025Q2: 1,417 shares; 2025Q3: 1,426 shares; 2025Q4: 1,538 shares; 2026Q1: 1,566 shares 1,566 $331K 0.07% +28 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: 11,801 shares; 2024Q4: 11,801 shares; 2025Q1: 11,080 shares; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares; 2026Q1: 2,648 shares 2,648 $329K 0.07% -114 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,725 shares; 2024Q4: 145,597 shares; 2025Q1: 13,840 shares; 2025Q2: 15,033 shares; 2025Q3: 16,788 shares; 2025Q4: 39,592 shares; 2026Q1: 6,151 shares 6,151 $327K 0.07% -33,441 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,260 shares; 2025Q1: 1,645 shares; 2025Q2: 1,212 shares; 2025Q3: 1,182 shares; 2025Q4: 1,176 shares; 2026Q1: 1,151 shares 1,151 $327K 0.07% -25 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: 9,374 shares; 2024Q4: 8,898 shares; 2025Q1: 7,409 shares; 2025Q2: 4,367 shares; 2025Q3: 4,441 shares; 2025Q4: 4,155 shares; 2026Q1: 4,494 shares 4,494 $323K 0.07% +339 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,508 shares 2,508 $319K 0.07% new Timeline EMBX VANECK FDS More: the full row for VANECK 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: 7,089 shares; 2026Q1: 6,366 shares 6,366 $319K 0.07% -723 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: 15,144 shares; 2024Q4: 15,070 shares; 2025Q1: 16,764 shares; 2025Q2: 11,116 shares; 2025Q3: 8,563 shares; 2025Q4: 7,671 shares; 2026Q1: 7,063 shares 7,063 $317K 0.07% -608 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: not reported; 2024Q4: 2,682 shares; 2025Q1: 2,756 shares; 2025Q2: 3,013 shares; 2025Q3: 2,640 shares; 2025Q4: 2,499 shares; 2026Q1: 2,417 shares 2,417 $317K 0.07% -82 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: 1,964 shares; 2024Q4: 2,091 shares; 2025Q1: 2,155 shares; 2025Q2: 2,053 shares; 2025Q3: 1,958 shares; 2025Q4: 1,910 shares; 2026Q1: 1,716 shares 1,716 $313K 0.07% -194 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: 1,169 shares; 2024Q4: 1,170 shares; 2025Q1: 1,221 shares; 2025Q2: 1,173 shares; 2025Q3: 1,174 shares; 2025Q4: 2,370 shares; 2026Q1: 2,352 shares 2,352 $313K 0.07% -18 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,122 shares; 2024Q4: 58,601 shares; 2025Q1: 6,227 shares; 2025Q2: 5,221 shares; 2025Q3: 4,972 shares; 2025Q4: 14,903 shares; 2026Q1: 6,676 shares 6,676 $308K 0.07% -8,227 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,383 shares; 2025Q1: 1,378 shares; 2025Q2: 1,087 shares; 2025Q3: 1,211 shares; 2025Q4: 1,261 shares; 2026Q1: 1,568 shares 1,568 $308K 0.07% +307 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,445 shares; 2026Q1: 6,472 shares 6,472 $305K 0.07% -6,973 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,174 shares; 2025Q1: 8,109 shares; 2025Q2: 7,380 shares; 2025Q3: 7,367 shares; 2025Q4: 6,935 shares; 2026Q1: 6,433 shares 6,433 $303K 0.07% -502 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: 352 shares; 2024Q4: 403 shares; 2025Q1: 434 shares; 2025Q2: 438 shares; 2025Q3: 450 shares; 2025Q4: 447 shares; 2026Q1: 407 shares 407 $297K 0.07% -40 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: not reported; 2024Q4: not reported; 2025Q1: 2,862 shares; 2025Q2: 3,471 shares; 2025Q3: 3,557 shares; 2025Q4: 3,501 shares; 2026Q1: 3,535 shares 3,535 $296K 0.07% +34 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: 648 shares; 2024Q4: 686 shares; 2025Q1: 536 shares; 2025Q2: 629 shares; 2025Q3: 357 shares; 2025Q4: 362 shares; 2026Q1: 347 shares 347 $294K 0.07% -15 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: not reported; 2024Q4: not reported; 2025Q1: 593 shares; 2025Q2: 921 shares; 2025Q3: 1,055 shares; 2025Q4: 1,073 shares; 2026Q1: 983 shares 983 $290K 0.07% -90 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 8,965 shares; 2025Q1: 9,191 shares; 2025Q2: 9,130 shares; 2025Q3: 8,908 shares; 2025Q4: 8,826 shares; 2026Q1: 7,672 shares 7,672 $288K 0.07% -1,154 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: not reported; 2024Q4: not reported; 2025Q1: 433 shares; 2025Q2: 1,779 shares; 2025Q3: 861 shares; 2025Q4: 668 shares; 2026Q1: 662 shares 662 $285K 0.06% -6 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 761 shares; 2025Q2: 780 shares; 2025Q3: 805 shares; 2025Q4: 831 shares; 2026Q1: 821 shares 821 $283K 0.06% -10 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: 8,989 shares; 2024Q4: 10,061 shares; 2025Q1: 9,788 shares; 2025Q2: 9,644 shares; 2025Q3: 8,971 shares; 2025Q4: 8,971 shares; 2026Q1: 9,957 shares 9,957 $280K 0.06% +986 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: 613 shares; 2024Q4: 1,334 shares; 2025Q1: 1,339 shares; 2025Q2: 1,326 shares; 2025Q3: 1,618 shares; 2025Q4: 1,602 shares; 2026Q1: 1,719 shares 1,719 $276K 0.06% +117 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,277 shares; 2025Q2: 7,336 shares; 2025Q3: 7,407 shares; 2025Q4: 10,049 shares; 2026Q1: 10,102 shares 10,102 $275K 0.06% +53 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: 255 shares; 2024Q4: not reported; 2025Q1: 244 shares; 2025Q2: 342 shares; 2025Q3: not reported; 2025Q4: 343 shares; 2026Q1: 354 shares 354 $274K 0.06% +11 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: 487 shares; 2024Q4: 512 shares; 2025Q1: 461 shares; 2025Q2: 561 shares; 2025Q3: 587 shares; 2025Q4: 601 shares; 2026Q1: 591 shares 591 $272K 0.06% -10 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 923 shares; 2025Q1: 1,134 shares; 2025Q2: 676 shares; 2025Q3: 685 shares; 2025Q4: 755 shares; 2026Q1: 936 shares 936 $269K 0.06% +181 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,795 shares 7,795 $267K 0.06% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,111 shares; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 7,111 shares; 2025Q4: 7,111 shares; 2026Q1: 7,111 shares 7,111 $266K 0.06% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 933 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,714 shares 1,714 $266K 0.06% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,472 shares; 2025Q1: 2,032 shares; 2025Q2: 1,995 shares; 2025Q3: 1,968 shares; 2025Q4: 1,958 shares; 2026Q1: 2,388 shares 2,388 $266K 0.06% +430 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: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 164 shares; 2025Q3: not reported; 2025Q4: 561 shares; 2026Q1: 590 shares 590 $263K 0.06% +29 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 2,941 shares; 2025Q1: 2,845 shares; 2025Q2: 3,141 shares; 2025Q3: 2,854 shares; 2025Q4: 2,662 shares; 2026Q1: 2,541 shares 2,541 $261K 0.06% -121 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,311 shares; 2026Q1: 3,639 shares 3,639 $254K 0.06% -672 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,062 shares 15,062 $253K 0.06% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,381 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,967 shares; 2026Q1: 2,768 shares 2,768 $251K 0.06% -1,199 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: 816 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,754 shares 1,754 $250K 0.06% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,359 shares; 2025Q1: 1,370 shares; 2025Q2: 1,455 shares; 2025Q3: 1,328 shares; 2025Q4: 1,449 shares; 2026Q1: 1,254 shares 1,254 $250K 0.06% -195 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: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,316 shares; 2025Q3: 12,268 shares; 2025Q4: 12,268 shares; 2026Q1: 12,227 shares 12,227 $250K 0.06% -41 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,764 shares; 2025Q1: 787 shares; 2025Q2: 1,152 shares; 2025Q3: 1,172 shares; 2025Q4: 1,238 shares; 2026Q1: 793 shares 793 $249K 0.06% -445 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: 6,492 shares; 2024Q4: 6,797 shares; 2025Q1: 6,887 shares; 2025Q2: 9,791 shares; 2025Q3: 10,002 shares; 2025Q4: 10,009 shares; 2026Q1: 6,509 shares 6,509 $249K 0.06% -3,500 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 2,045 shares; 2025Q3: 2,070 shares; 2025Q4: 2,169 shares; 2026Q1: 2,114 shares 2,114 $249K 0.06% -55 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,004 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,405 shares 3,405 $246K 0.06% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,865 shares 4,865 $245K 0.06% new Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,130 shares; 2024Q4: 26,130 shares; 2025Q1: 23,780 shares; 2025Q2: 23,780 shares; 2025Q3: 23,780 shares; 2025Q4: 23,780 shares; 2026Q1: 23,780 shares 23,780 $243K 0.05% 0 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 9,631 shares 9,631 $240K 0.05% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,772 shares; 2025Q2: 2,716 shares; 2025Q3: 5,905 shares; 2025Q4: 4,961 shares; 2026Q1: 4,421 shares 4,421 $239K 0.05% -540 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,218 shares; 2025Q2: 5,833 shares; 2025Q3: 5,871 shares; 2025Q4: 5,611 shares; 2026Q1: 5,629 shares 5,629 $239K 0.05% +18 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK 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: 33,324 shares; 2025Q4: 36,679 shares; 2026Q1: 58,018 shares 58,018 $234K 0.05% +21,339 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 675 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,207 shares 1,207 $234K 0.05% new 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: 415 shares; 2024Q4: 450 shares; 2025Q1: 464 shares; 2025Q2: 503 shares; 2025Q3: 543 shares; 2025Q4: 519 shares; 2026Q1: 536 shares 536 $232K 0.05% +17 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,118 shares; 2025Q2: 1,110 shares; 2025Q3: not reported; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110 $231K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 308 shares; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 264 shares 264 $230K 0.05% -71 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 192 shares; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 210 shares 210 $229K 0.05% +6 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,094 shares; 2025Q1: 5,425 shares; 2025Q2: 6,143 shares; 2025Q3: 4,717 shares; 2025Q4: 4,431 shares; 2026Q1: 4,619 shares 4,619 $223K 0.05% +188 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,440 shares; 2025Q2: 2,445 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,574 shares 2,574 $219K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,088 shares; 2025Q2: 4,320 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,474 shares 4,474 $219K 0.05% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: not reported; 2025Q4: 1,872 shares; 2026Q1: 1,610 shares 1,610 $219K 0.05% -262 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,971 shares; 2025Q2: 2,880 shares; 2025Q3: 2,864 shares; 2025Q4: 2,935 shares; 2026Q1: 3,457 shares 3,457 $217K 0.05% +522 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: not reported; 2024Q4: not reported; 2025Q1: 767 shares; 2025Q2: 694 shares; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: 1,239 shares 1,239 $215K 0.05% +5 Timeline SPGP 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: 6,910 shares; 2024Q4: 5,936 shares; 2025Q1: 4,413 shares; 2025Q2: 3,573 shares; 2025Q3: 2,387 shares; 2025Q4: 2,487 shares; 2026Q1: 1,990 shares 1,990 $214K 0.05% -497 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: 3,201 shares; 2024Q4: not reported; 2025Q1: 5,666 shares; 2025Q2: 7,962 shares; 2025Q3: 8,223 shares; 2025Q4: 8,258 shares; 2026Q1: 2,839 shares 2,839 $214K 0.05% -5,419 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 303 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares 1,112 $213K 0.05% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,530 shares; 2025Q1: 1,634 shares; 2025Q2: 1,769 shares; 2025Q3: 1,669 shares; 2025Q4: 1,717 shares; 2026Q1: 1,657 shares 1,657 $209K 0.05% -60 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,970 shares; 2025Q2: 3,076 shares; 2025Q3: not reported; 2025Q4: 3,513 shares; 2026Q1: 3,578 shares 3,578 $207K 0.05% +65 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: not reported; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: 2,761 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,677 shares 3,677 $207K 0.05% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,798 shares; 2025Q1: 660 shares; 2025Q2: 1,331 shares; 2025Q3: not reported; 2025Q4: 3,304 shares; 2026Q1: 1,849 shares 1,849 $206K 0.05% -1,455 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 1,753 shares; 2025Q1: 1,739 shares; 2025Q2: 1,755 shares; 2025Q3: 1,764 shares; 2025Q4: 1,782 shares; 2026Q1: 1,385 shares 1,385 $205K 0.05% -397 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 1,050 shares; 2025Q2: 1,040 shares; 2025Q3: 1,025 shares; 2025Q4: not reported; 2026Q1: 972 shares 972 $204K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,727 shares; 2026Q1: 1,917 shares 1,917 $203K 0.05% -810 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares 2,572 $203K 0.05% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares 3,151 $202K 0.05% new 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: 1,835 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,253 shares 4,253 $200K 0.05% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 2,066 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,808 shares 7,808 $198K 0.04% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 429 shares; 2025Q1: 419 shares; 2025Q2: 391 shares; 2025Q3: 434 shares; 2025Q4: not reported; 2026Q1: 327 shares 327 $198K 0.04% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,335 shares; 2025Q1: 2,394 shares; 2025Q2: 2,553 shares; 2025Q3: 2,621 shares; 2025Q4: not reported; 2026Q1: 2,432 shares 2,432 $195K 0.04% new 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: 5,650 shares; 2024Q4: 7,172 shares; 2025Q1: 4,847 shares; 2025Q2: 3,047 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,076 shares 2,076 $190K 0.04% new Timeline PYLD 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: 4,989 shares; 2025Q2: 4,793 shares; 2025Q3: not reported; 2025Q4: 12,882 shares; 2026Q1: 7,252 shares 7,252 $190K 0.04% -5,630 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: 427 shares; 2024Q4: not reported; 2025Q1: 299 shares; 2025Q2: 384 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380 shares 380 $190K 0.04% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,170 shares; 2025Q1: 2,199 shares; 2025Q2: 2,170 shares; 2025Q3: 2,118 shares; 2025Q4: not reported; 2026Q1: 1,603 shares 1,603 $184K 0.04% new Timeline RIGS 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: 11,251 shares; 2024Q4: 9,513 shares; 2025Q1: 9,542 shares; 2025Q2: 8,536 shares; 2025Q3: 8,968 shares; 2025Q4: not reported; 2026Q1: 7,995 shares 7,995 $183K 0.04% new 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: 14,325 shares; 2026Q1: 23,644 shares 23,644 $181K 0.04% +9,319 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 7,619 shares 7,619 $180K 0.04% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 253 shares; 2025Q1: 235 shares; 2025Q2: 111 shares; 2025Q3: 120 shares; 2025Q4: 104 shares; 2026Q1: 94 shares 94 $180K 0.04% -10 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 321 shares; 2025Q2: 1,096 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,133 shares 1,133 $178K 0.04% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 787 shares; 2025Q2: 411 shares; 2025Q3: not reported; 2025Q4: 3,367 shares; 2026Q1: 3,060 shares 3,060 $178K 0.04% -307 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 799 shares; 2025Q2: 910 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 966 shares 966 $178K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 1,146 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,221 shares 1,221 $176K 0.04% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,945 shares; 2025Q1: 3,285 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares 3,285 $173K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,463 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,488 shares 4,488 $172K 0.04% new Timeline ISCG 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: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,146 shares 3,146 $172K 0.04% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,307 shares; 2025Q1: 2,348 shares; 2025Q2: 1,867 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,746 shares 1,746 $172K 0.04% new Timeline WCLD 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: 3,912 shares; 2025Q2: 5,634 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,231 shares 6,231 $170K 0.04% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,081 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,102 shares 2,102 $167K 0.04% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,571 shares; 2025Q1: 1,111 shares; 2025Q2: 458 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,195 shares 2,195 $163K 0.04% new 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: 710 shares; 2024Q4: 759 shares; 2025Q1: 791 shares; 2025Q2: 633 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares 497 $159K 0.04% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,305 shares; 2025Q3: 1,245 shares; 2025Q4: not reported; 2026Q1: 1,917 shares 1,917 $159K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 224 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,289 shares 1,289 $158K 0.04% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 3,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,622 shares 3,622 $156K 0.04% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 388 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 461 shares 461 $156K 0.04% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,974 shares; 2025Q2: 1,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $153K 0.03% new Timeline EWJ 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: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,773 shares 1,773 $150K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,372 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares 1,066 $149K 0.03% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,346 shares 10,346 $148K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,759 shares; 2025Q1: 3,616 shares; 2025Q2: 1,036 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares 912 $146K 0.03% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,565 shares; 2025Q1: 3,958 shares; 2025Q2: 3,212 shares; 2025Q3: 3,470 shares; 2025Q4: not reported; 2026Q1: 3,569 shares 3,569 $144K 0.03% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,641 shares; 2025Q2: 1,418 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,615 shares 1,615 $142K 0.03% new Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 10,579 shares; 2025Q1: 12,008 shares; 2025Q2: 12,143 shares; 2025Q3: 12,283 shares; 2025Q4: 12,421 shares; 2026Q1: 12,564 shares 12,564 $140K 0.03% +143 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385 shares; 2025Q2: 387 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares 704 $139K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 276 shares; 2025Q2: 339 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 280 shares 280 $136K 0.03% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 327 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares 333 $132K 0.03% new Timeline VNQ 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: 2,167 shares; 2024Q4: not reported; 2025Q1: 1,869 shares; 2025Q2: 2,146 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,482 shares 1,482 $131K 0.03% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 989 shares; 2025Q2: 969 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,045 shares 4,045 $129K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 469 shares 469 $127K 0.03% new Timeline QYLG 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: 1,175 shares; 2025Q2: 4,833 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,833 shares 4,833 $125K 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 476 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares 832 $125K 0.03% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 256 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares 286 $125K 0.03% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 4,133 shares; 2025Q1: 3,678 shares; 2025Q2: 3,116 shares; 2025Q3: 4,207 shares; 2025Q4: not reported; 2026Q1: 3,397 shares 3,397 $125K 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 614 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares 583 $125K 0.03% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: 458 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares 384 $124K 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 595 shares 595 $124K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: 1,603 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,031 shares 2,031 $123K 0.03% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 487 shares 487 $120K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 831 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,382 shares 1,382 $120K 0.03% 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: 4,442 shares; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 1,382 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,634 shares 1,634 $117K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 342 shares 342 $117K 0.03% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 489 shares; 2025Q2: 396 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386 shares 386 $117K 0.03% new Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,429 shares; 2025Q2: 7,429 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,429 shares 7,429 $116K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,010 shares; 2025Q2: 1,196 shares; 2025Q3: not reported; 2025Q4: 1,298 shares; 2026Q1: 972 shares 972 $115K 0.03% -326 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 2,444 shares 2,444 $115K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 595 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 605 shares 605 $115K 0.03% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,663 shares; 2025Q2: 1,657 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares 1,653 $115K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 906 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 781 shares 781 $114K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 2,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,007 shares 2,007 $114K 0.03% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,468 shares 1,468 $113K 0.03% new Timeline SUSA 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: 2,777 shares; 2024Q4: 2,474 shares; 2025Q1: 908 shares; 2025Q2: 915 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares 844 $111K 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371 shares; 2025Q2: 417 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 922 shares 922 $109K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,430 shares; 2025Q2: 2,188 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $109K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,490 shares; 2025Q2: 1,444 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,718 shares 1,718 $108K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 530 shares; 2025Q2: 503 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares 368 $107K 0.02% new Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 508 shares; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 511 shares 511 $105K 0.02% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,614 shares 2,614 $104K 0.02% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,573 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares 1,311 $103K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,640 shares; 2025Q2: 1,647 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,098 shares 1,098 $102K 0.02% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,510 shares; 2025Q1: 905 shares; 2025Q2: 2,151 shares; 2025Q3: not reported; 2025Q4: 5,128 shares; 2026Q1: 1,477 shares 1,477 $101K 0.02% -3,651 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: not reported; 2025Q4: not reported; 2026Q1: 7,000 shares 7,000 $101K 0.02% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,230 shares; 2025Q2: 6,230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,230 shares 6,230 $101K 0.02% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares 993 $100K 0.02% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,056 shares; 2025Q2: 2,046 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,670 shares 1,670 $99.2K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,110 shares; 2025Q2: 3,653 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,506 shares 2,506 $97.9K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,342 shares 1,342 $97.7K 0.02% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,950 shares 2,950 $97.2K 0.02% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $96K 0.02% new 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: 603 shares; 2025Q2: 334 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares 988 $93.8K 0.02% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,120 shares; 2025Q2: 1,060 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares 1,057 $93.5K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,047 shares; 2025Q2: 3,047 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,447 shares 2,447 $92.6K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares 292 $90.8K 0.02% new 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: 14,941 shares; 2024Q4: 8,892 shares; 2025Q1: 5,080 shares; 2025Q2: 4,330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares 945 $90.2K 0.02% new Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,570 shares; 2025Q4: 5,570 shares; 2026Q1: 842 shares 842 $89.8K 0.02% -4,728 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: 975 shares; 2024Q4: 1,141 shares; 2025Q1: 1,167 shares; 2025Q2: 1,302 shares; 2025Q3: 925 shares; 2025Q4: 1,000 shares; 2026Q1: 479 shares 479 $89.4K 0.02% -521 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83 shares; 2025Q2: 76 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98 shares 98 $87.7K 0.02% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295 shares 295 $87.7K 0.02% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,155 shares; 2025Q2: 5,234 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,111 shares 5,111 $87.7K 0.02% new Timeline THRO 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: 2,403 shares 2,403 $87K 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470 $86.9K 0.02% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 1,372 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,516 shares 2,516 $86.6K 0.02% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,167 shares 4,167 $86.5K 0.02% new 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: 8,287 shares; 2024Q4: 6,293 shares; 2025Q1: 6,241 shares; 2025Q2: 7,120 shares; 2025Q3: 6,388 shares; 2025Q4: not reported; 2026Q1: 2,970 shares 2,970 $85.3K 0.02% new 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: 3,386 shares; 2025Q2: 3,303 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,280 shares 3,280 $85K 0.02% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,428 shares; 2025Q2: 3,093 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,143 shares 3,143 $84.7K 0.02% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,109 shares 1,109 $84.5K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares 353 $83.9K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 244 shares; 2025Q2: 221 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243 shares 243 $83.3K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 354 shares 354 $82.6K 0.02% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 684 shares 684 $82.5K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,120 shares; 2025Q2: 3,025 shares; 2025Q3: 3,282 shares; 2025Q4: not reported; 2026Q1: 913 shares 913 $81.8K 0.02% new Timeline IFRA 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: 945 shares; 2025Q2: 953 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,428 shares 1,428 $81.7K 0.02% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 782 shares 782 $81.1K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,016 shares; 2025Q2: 979 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares 845 $81.1K 0.02% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $79.3K 0.02% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,069 shares; 2025Q2: 1,083 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares 1,070 $79.1K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 207 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $79K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 832 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343 shares 343 $78.8K 0.02% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,428 shares 3,428 $78.5K 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,749 shares; 2025Q2: 5,920 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,427 shares 5,427 $78K 0.02% new 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: 1,041 shares; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 903 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 659 shares 659 $77.9K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: 285 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $77.6K 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 2,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,579 shares 1,579 $76.9K 0.02% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to 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: 951 shares 951 $76.6K 0.02% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE 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: 10,000 shares; 2025Q3: 11,875 shares; 2025Q4: 11,875 shares; 2026Q1: 11,875 shares 11,875 $75.8K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 349 shares 349 $75.6K 0.02% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares 267 $74.2K 0.02% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,471 shares; 2025Q2: 1,904 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,696 shares 1,696 $74K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192 $73.6K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 8,283 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,552 shares 14,552 $73.2K 0.02% new Timeline BUG 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: 2,583 shares; 2025Q2: 2,431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,907 shares 2,907 $73K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 373 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338 shares 338 $73K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 577 shares; 2025Q1: 412 shares; 2025Q2: 524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $72K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 989 shares; 2025Q2: 1,775 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares 725 $71.8K 0.02% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 829 shares; 2025Q1: 725 shares; 2025Q2: 1,021 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares 419 $71.7K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $71.6K 0.02% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares 1,224 $71.6K 0.02% new Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD 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 $70.7K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,545 shares 1,545 $70.5K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 731 shares; 2025Q1: 201 shares; 2025Q2: 182 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 177 shares 177 $70.4K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares 215 $70.1K 0.02% new Timeline BLCR 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: 1,702 shares 1,702 $69.9K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $69.9K 0.02% new 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: 1,451 shares; 2024Q4: 1,513 shares; 2025Q1: 1,598 shares; 2025Q2: 279 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 322 shares 322 $69.8K 0.02% new Timeline IDEF 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: 2,114 shares 2,114 $69.2K 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 863 shares 863 $69.1K 0.02% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 2,293 shares 2,293 $69.1K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,188 shares 1,188 $68.8K 0.02% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $68.7K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 676 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 754 shares 754 $68.2K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 278 shares 278 $67.9K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to 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: 708 shares 708 $64.4K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472 shares 472 $64.2K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 943 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 941 shares 941 $63.6K 0.01% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares 215 $63.5K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 185 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310 $63K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 114 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares 117 $62.9K 0.01% new Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,680 shares 1,680 $62.9K 0.01% new Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 3,705 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,457 shares 2,457 $62.7K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 448 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares 362 $62.5K 0.01% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 9,468 shares; 2025Q1: 6,618 shares; 2025Q2: 5,588 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 625 shares 625 $62.1K 0.01% new Timeline SSK ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 5,473 shares 5,473 $61.6K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 478 shares 478 $61.1K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 601 shares; 2025Q2: 686 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 466 shares 466 $61K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 209 shares 209 $61K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 183 shares 183 $60.5K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $60.1K 0.01% new Timeline ITB 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: 1,224 shares; 2025Q2: 787 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 662 shares 662 $60K 0.01% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,192 shares 1,192 $59.6K 0.01% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares 473 $59.6K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 2,483 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,496 shares 2,496 $59.4K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470 $59.4K 0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares 550 $59K 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: 157 shares; 2025Q2: 107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179 shares 179 $58.8K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 528 shares; 2025Q2: 319 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358 shares 358 $58.2K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,006 shares 1,006 $57.3K 0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278 shares; 2025Q2: 366 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares 264 $57.2K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 874 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 714 shares 714 $57.2K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 78 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97 shares 97 $57.1K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,025 shares; 2025Q1: 309 shares; 2025Q2: 307 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289 shares 289 $56.9K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 4,000 shares 4,000 $56.2K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 819 shares; 2025Q2: 243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261 shares 261 $55.9K 0.01% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 1,638 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares 1,026 $55.9K 0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 585 shares 585 $55.3K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 418 shares; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares 302 $54.4K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares 475 $54.1K 0.01% new Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares 1,348 $54.1K 0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares 1,060 $53.7K 0.01% new Timeline SLYG 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: 552 shares 552 $53.3K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $53.1K 0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,230 shares 2,230 $52.9K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 179 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252 $52.7K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 598 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 659 shares 659 $52.4K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 476 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 552 shares 552 $50.8K 0.01% new Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,607 shares; 2025Q2: 1,533 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,058 shares 1,058 $50.6K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 188 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230 $50.3K 0.01% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 995 shares 995 $50.2K 0.01% new Timeline IXJ 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: 1,149 shares; 2025Q2: 863 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 536 shares 536 $50.1K 0.01% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 207 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178 shares 178 $50.1K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares 160 $50K 0.01% new Timeline DHS 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: 456 shares; 2025Q2: 456 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares 456 $49.8K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 761 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 702 shares 702 $49.6K 0.01% new Timeline EUFN 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: 1,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,424 shares 1,424 $49.6K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,474 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares 899 $49.6K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,460 shares 1,460 $49K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares 847 $48.8K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 269 shares 269 $48.5K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares 195 $48.4K 0.01% new Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241 shares 241 $48.1K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares 117 $47.7K 0.01% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 841 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 841 shares 841 $47.6K 0.01% new Timeline BOND 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: 8,456 shares; 2024Q4: 8,321 shares; 2025Q1: 662 shares; 2025Q2: 694 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 510 shares 510 $47.1K 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 373 shares; 2025Q2: 364 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289 shares 289 $46.9K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 191 shares; 2025Q2: 186 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares 256 $46.9K 0.01% new Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135 $46.6K 0.01% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares 610 $46.6K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 502 shares; 2025Q2: 294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $46.5K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,133 shares 1,133 $46.5K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares 223 $46.4K 0.01% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525 shares 525 $46.2K 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,533 shares 1,533 $46K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares 168 $45.5K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: 675 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470 $45.4K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares 381 $45.2K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 709 shares; 2025Q2: 732 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488 shares 488 $45.1K 0.01% new Timeline SPTI 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: 43,666 shares; 2025Q1: 31,320 shares; 2025Q2: 23,867 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares 1,575 $45.1K 0.01% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 388 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares 865 $44.9K 0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $44.7K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 202 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares 186 $44.5K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares 314 $44.3K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 157 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355 shares 355 $44.3K 0.01% new Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 204 shares; 2025Q1: 209 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $43.9K 0.01% new Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares 172 $43.1K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 252 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 517 shares 517 $42.8K 0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,088 shares; 2025Q2: 774 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 501 shares 501 $42.6K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202 shares; 2025Q2: 419 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares 258 $42.5K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 539 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 533 shares 533 $42.3K 0.01% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,204 shares; 2025Q2: 1,475 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,310 shares 1,310 $41.4K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares 99 $41.3K 0.01% new Timeline DGRW 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: 467 shares; 2025Q2: 467 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 467 shares 467 $41K 0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares 201 $41K 0.01% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 476 shares 476 $40.8K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 723 shares; 2025Q1: 729 shares; 2025Q2: 820 shares; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 205 shares 205 $40.6K 0.01% -541 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 506 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 498 shares 498 $40.5K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares 147 $40.5K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 519 shares; 2025Q2: 532 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 364 shares 364 $40.3K 0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,914 shares; 2025Q1: 1,697 shares; 2025Q2: 428 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485 shares 485 $40.1K 0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 413 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367 shares 367 $40K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: 342 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares 280 $40K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 934 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares 763 $39.7K 0.01% new Timeline PRF 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: 826 shares; 2025Q2: 826 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares 826 $39.3K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,901 shares; 2025Q2: 1,880 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $39.1K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 570 shares 570 $38.8K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146 shares 146 $38.8K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 318 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277 shares 277 $38.5K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 240 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332 shares 332 $38.4K 0.01% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 541 shares; 2025Q2: 627 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares 607 $38.4K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares 71 $38.3K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224 shares 224 $38.2K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 530 shares; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387 shares 387 $37.6K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181 shares; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares 249 $37.6K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 442 shares 442 $37.5K 0.01% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268 shares 268 $37.4K 0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,911 shares 1,911 $37.1K 0.01% new Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,573 shares; 2025Q2: 2,426 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares 1,156 $36.7K 0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares 1,029 $36.5K 0.01% new Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares 76 $36.2K 0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248 shares; 2025Q2: 243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares 163 $36.2K 0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 200 shares 200 $35.6K 0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,700 shares 4,700 $35.4K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282 shares 282 $34.8K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,844 shares; 2025Q2: 3,222 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,431 shares 3,431 $34.3K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 3,389 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 307 shares 307 $33.9K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares 568 $33.6K 0.01% new Timeline LDUR 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: 324 shares; 2025Q2: 318 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 351 shares 351 $33.6K 0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares 64 $33.4K 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 458 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 432 shares 432 $33.3K 0.01% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,470 shares; 2025Q2: 2,475 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares 1,320 $32.8K 0.01% new Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,128 shares; 2025Q2: 2,608 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares 2,192 $32.7K 0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares 681 $32.4K 0.01% new Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299 shares 299 $32.3K 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,291 shares; 2025Q1: 1,482 shares; 2025Q2: 237 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares 267 $32.3K 0.01% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 1,009 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares 935 $32.2K 0.01% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 257 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares 266 $31.8K 0.01% new Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares 946 $31.8K 0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,122 shares; 2025Q2: 1,222 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $31.7K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 226 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares 126 $31.6K 0.01% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 1,209 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,040 shares 1,040 $31.5K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 2,475 shares 2,475 $31.3K 0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,118 shares; 2025Q1: 1,142 shares; 2025Q2: 314 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140 shares 140 $31K 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares 186 $30.8K 0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,265 shares; 2025Q2: 548 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472 shares 472 $30.8K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 441 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares 346 $30.6K 0.01% new Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares 266 $30.5K 0.01% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares 272 $30.5K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 956 shares; 2025Q2: 965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 990 shares 990 $30.4K 0.01% new Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 860 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares 803 $30.1K 0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $30.1K 0.01% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 308 shares; 2025Q2: 311 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 379 shares 379 $30.1K 0.01% new Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 554 shares 554 $30K 0.01% new Timeline