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: 4,160,187 shares; 2024Q4: 4,148,600 shares; 2025Q1: 4,104,830 shares; 2025Q2: 4,066,186 shares; 2025Q3: 4,041,533 shares; 2025Q4: 3,958,279 shares; 2026Q1: 3,924,612 shares 3,924,612 $996M 28.9% -33,667 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: 1,279,020 shares; 2024Q4: 1,287,018 shares; 2025Q1: 1,292,614 shares; 2025Q2: 1,290,691 shares; 2025Q3: 1,290,666 shares; 2025Q4: 1,279,517 shares; 2026Q1: 1,274,384 shares 1,274,384 $557M 16.15% -5,133 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: 1,306,313 shares; 2024Q4: 1,313,873 shares; 2025Q1: 1,350,341 shares; 2025Q2: 1,381,748 shares; 2025Q3: 1,414,916 shares; 2025Q4: 1,411,169 shares; 2026Q1: 1,412,739 shares 1,412,739 $246M 7.15% +1,570 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: 845,932 shares; 2024Q4: 843,597 shares; 2025Q1: 843,178 shares; 2025Q2: 825,653 shares; 2025Q3: 825,896 shares; 2025Q4: 815,186 shares; 2026Q1: 813,043 shares 813,043 $233M 6.77% -2,143 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: 1,040,779 shares; 2024Q4: 1,036,910 shares; 2025Q1: 1,034,887 shares; 2025Q2: 1,031,940 shares; 2025Q3: 1,032,259 shares; 2025Q4: 1,014,623 shares; 2026Q1: 1,003,185 shares 1,003,185 $209M 6.06% -11,438 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: 466,344 shares; 2024Q4: 467,264 shares; 2025Q1: 467,495 shares; 2025Q2: 466,803 shares; 2025Q3: 469,180 shares; 2025Q4: 462,485 shares; 2026Q1: 455,098 shares 455,098 $168M 4.89% -7,387 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: 119,500 shares; 2024Q4: 122,039 shares; 2025Q1: 130,816 shares; 2025Q2: 133,940 shares; 2025Q3: 136,734 shares; 2025Q4: 137,591 shares; 2026Q1: 139,238 shares 139,238 $118M 3.42% +1,647 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: 42,352 shares; 2024Q4: 53,881 shares; 2025Q1: 75,681 shares; 2025Q2: 75,464 shares; 2025Q3: 92,863 shares; 2025Q4: 94,271 shares; 2026Q1: 120,106 shares 120,106 $105M 3.04% +25,835 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: 179,116 shares; 2024Q4: 180,890 shares; 2025Q1: 185,897 shares; 2025Q2: 185,525 shares; 2025Q3: 181,902 shares; 2025Q4: 178,050 shares; 2026Q1: 175,910 shares 175,910 $84.3M 2.45% -2,140 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: 310,074 shares; 2024Q4: 310,643 shares; 2025Q1: 321,231 shares; 2025Q2: 324,150 shares; 2025Q3: 315,834 shares; 2025Q4: 314,584 shares; 2026Q1: 317,389 shares 317,389 $68.3M 1.98% +2,805 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: 66,980 shares; 2024Q4: 68,813 shares; 2025Q1: 70,344 shares; 2025Q2: 70,921 shares; 2025Q3: 70,258 shares; 2025Q4: 67,828 shares; 2026Q1: 67,407 shares 67,407 $67.2M 1.95% -421 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: 165,601 shares; 2024Q4: 181,580 shares; 2025Q1: 199,577 shares; 2025Q2: 203,613 shares; 2025Q3: 209,011 shares; 2025Q4: 213,294 shares; 2026Q1: 216,292 shares 216,292 $63.6M 1.85% +2,998 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: 141,578 shares; 2024Q4: 136,929 shares; 2025Q1: 158,936 shares; 2025Q2: 153,961 shares; 2025Q3: 162,189 shares; 2025Q4: 169,756 shares; 2026Q1: 173,877 shares 173,877 $53.8M 1.56% +4,121 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: 58,118 shares; 2024Q4: 59,425 shares; 2025Q1: 69,318 shares; 2025Q2: 69,927 shares; 2025Q3: 79,529 shares; 2025Q4: 78,771 shares; 2026Q1: 76,696 shares 76,696 $43.9M 1.27% -2,075 Timeline SPMO 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: 215,419 shares; 2025Q3: 313,072 shares; 2025Q4: 338,142 shares; 2026Q1: 354,176 shares 354,176 $39.7M 1.15% +16,034 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 544,801 shares 544,801 $33.4M 0.97% new 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: 122,815 shares; 2024Q4: 126,090 shares; 2025Q1: 132,967 shares; 2025Q2: 138,316 shares; 2025Q3: 136,808 shares; 2025Q4: 136,607 shares; 2026Q1: 136,372 shares 136,372 $20.2M 0.59% -235 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,639 shares; 2025Q3: 65,327 shares; 2025Q4: 70,950 shares; 2026Q1: 78,264 shares 78,264 $19.5M 0.57% +7,314 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: 398,794 shares; 2024Q4: 406,878 shares; 2025Q1: 210,309 shares; 2025Q2: 212,779 shares; 2025Q3: 109,866 shares; 2025Q4: 124,451 shares; 2026Q1: 144,659 shares 144,659 $18M 0.52% +20,208 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: 56,083 shares; 2024Q4: 55,451 shares; 2025Q1: 55,738 shares; 2025Q2: 56,499 shares; 2025Q3: 56,735 shares; 2025Q4: 56,711 shares; 2026Q1: 58,890 shares 58,890 $17.8M 0.52% +2,179 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: 26,021 shares; 2024Q4: 34,030 shares; 2025Q1: 43,915 shares; 2025Q2: 51,326 shares; 2025Q3: 50,994 shares; 2025Q4: 71,788 shares; 2026Q1: 84,518 shares 84,518 $16.6M 0.48% +12,730 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: 9,442 shares; 2024Q4: 10,038 shares; 2025Q1: 10,796 shares; 2025Q2: 11,254 shares; 2025Q3: 10,683 shares; 2025Q4: 10,357 shares; 2026Q1: 53,459 shares 53,459 $14M 0.41% +43,102 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: 40,457 shares; 2024Q4: 40,378 shares; 2025Q1: 41,185 shares; 2025Q2: 41,824 shares; 2025Q3: 43,344 shares; 2025Q4: 40,033 shares; 2026Q1: 40,993 shares 40,993 $11.8M 0.34% +960 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: 44,314 shares; 2024Q4: 42,333 shares; 2025Q1: 39,178 shares; 2025Q2: 37,913 shares; 2025Q3: 37,161 shares; 2025Q4: 35,244 shares; 2026Q1: 34,802 shares 34,802 $10.5M 0.31% -442 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: 16,650 shares; 2024Q4: 16,598 shares; 2025Q1: 15,220 shares; 2025Q2: 16,041 shares; 2025Q3: 17,487 shares; 2025Q4: 16,091 shares; 2026Q1: 15,988 shares 15,988 $10.4M 0.3% -103 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,637 shares; 2025Q3: 131,737 shares; 2025Q4: 149,702 shares; 2026Q1: 181,662 shares 181,662 $10M 0.29% +31,960 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: not reported; 2024Q4: 2,193 shares; 2025Q1: 2,115 shares; 2025Q2: 3,797 shares; 2025Q3: 3,963 shares; 2025Q4: 4,816 shares; 2026Q1: 46,491 shares 46,491 $7.89M 0.23% +41,675 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: 33,948 shares; 2024Q4: 33,535 shares; 2025Q1: 28,736 shares; 2025Q2: 28,730 shares; 2025Q3: 28,269 shares; 2025Q4: 27,224 shares; 2026Q1: 26,318 shares 26,318 $5.72M 0.17% -906 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,707 shares; 2025Q4: not reported; 2026Q1: 27,313 shares 27,313 $5.65M 0.16% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,379 shares; 2024Q4: 54,081 shares; 2025Q1: 54,019 shares; 2025Q2: 53,639 shares; 2025Q3: 53,383 shares; 2025Q4: 54,364 shares; 2026Q1: 53,904 shares 53,904 $5.58M 0.16% -460 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: 7,717 shares; 2024Q4: 7,727 shares; 2025Q1: 6,677 shares; 2025Q2: 6,297 shares; 2025Q3: 6,316 shares; 2025Q4: 6,022 shares; 2026Q1: 5,744 shares 5,744 $5.14M 0.15% -278 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 11,334 shares; 2025Q1: 11,576 shares; 2025Q2: 11,337 shares; 2025Q3: 11,438 shares; 2025Q4: 13,520 shares; 2026Q1: 13,676 shares 13,676 $5.08M 0.15% +156 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: 19,225 shares; 2024Q4: 17,159 shares; 2025Q1: 17,724 shares; 2025Q2: 29,744 shares; 2025Q3: 40,616 shares; 2025Q4: 55,373 shares; 2026Q1: 93,476 shares 93,476 $4.56M 0.13% +38,103 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: 1,726 shares; 2024Q4: 1,712 shares; 2025Q1: 1,301 shares; 2025Q2: 3,597 shares; 2025Q3: 8,145 shares; 2025Q4: 11,130 shares; 2026Q1: 15,827 shares 15,827 $4.49M 0.13% +4,697 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: 20,899 shares; 2024Q4: 29,334 shares; 2025Q1: 28,792 shares; 2025Q2: 28,012 shares; 2025Q3: 30,054 shares; 2025Q4: 30,253 shares; 2026Q1: 30,648 shares 30,648 $4.48M 0.13% +395 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,477 shares; 2025Q3: 32,776 shares; 2025Q4: 35,861 shares; 2026Q1: 44,298 shares 44,298 $4.11M 0.12% +8,437 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: 70,198 shares; 2024Q4: 70,054 shares; 2025Q1: 33,967 shares; 2025Q2: 29,705 shares; 2025Q3: 3,764 shares; 2025Q4: 4,302 shares; 2026Q1: 4,419 shares 4,419 $4.06M 0.12% +117 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,663 shares; 2024Q4: 16,543 shares; 2025Q1: 17,250 shares; 2025Q2: 17,258 shares; 2025Q3: 17,218 shares; 2025Q4: 17,306 shares; 2026Q1: 17,933 shares 17,933 $3.65M 0.11% +627 Timeline IDMO 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: 23,055 shares; 2025Q3: 28,527 shares; 2025Q4: 38,206 shares; 2026Q1: 65,375 shares 65,375 $3.59M 0.1% +27,169 Timeline SCHP 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: 83,749 shares; 2024Q4: 153,703 shares; 2025Q1: 152,007 shares; 2025Q2: 147,367 shares; 2025Q3: 142,001 shares; 2025Q4: 138,551 shares; 2026Q1: 132,456 shares 132,456 $3.52M 0.1% -6,095 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,043 shares; 2024Q4: 41,212 shares; 2025Q1: 41,314 shares; 2025Q2: 41,421 shares; 2025Q3: 39,506 shares; 2025Q4: 39,502 shares; 2026Q1: 41,045 shares 41,045 $3.39M 0.1% +1,543 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: 5,307 shares; 2024Q4: 5,032 shares; 2025Q1: 5,321 shares; 2025Q2: 4,942 shares; 2025Q3: 5,112 shares; 2025Q4: 5,531 shares; 2026Q1: 5,654 shares 5,654 $3.38M 0.1% +123 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: 11,272 shares; 2024Q4: 11,272 shares; 2025Q1: 11,329 shares; 2025Q2: 11,229 shares; 2025Q3: 11,229 shares; 2025Q4: 11,169 shares; 2026Q1: 11,191 shares 11,191 $3.31M 0.1% +22 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 7,399 shares; 2025Q1: 7,044 shares; 2025Q2: 8,008 shares; 2025Q3: 9,055 shares; 2025Q4: 8,452 shares; 2026Q1: 9,692 shares 9,692 $3.19M 0.09% +1,240 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: 7,426 shares; 2024Q4: 6,576 shares; 2025Q1: 6,611 shares; 2025Q2: 6,715 shares; 2025Q3: 8,903 shares; 2025Q4: 14,083 shares; 2026Q1: 48,862 shares 48,862 $3.13M 0.09% +34,779 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,538 shares; 2024Q4: 15,654 shares; 2025Q1: 18,233 shares; 2025Q2: 24,332 shares; 2025Q3: 1,547 shares; 2025Q4: 5,906 shares; 2026Q1: 21,305 shares 21,305 $3.12M 0.09% +15,399 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: 924 shares; 2024Q4: 987 shares; 2025Q1: 884 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 4,859 shares; 2026Q1: 5,030 shares 5,030 $3.04M 0.09% +171 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,015 shares; 2024Q4: 39,090 shares; 2025Q1: 38,952 shares; 2025Q2: 38,310 shares; 2025Q3: 38,329 shares; 2025Q4: 38,504 shares; 2026Q1: 38,504 shares 38,504 $3.02M 0.09% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,268 shares; 2025Q3: 32,705 shares; 2025Q4: 50,510 shares; 2026Q1: 75,477 shares 75,477 $2.89M 0.08% +24,967 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: 2,990 shares; 2024Q4: 2,965 shares; 2025Q1: 2,684 shares; 2025Q2: 4,662 shares; 2025Q3: 4,661 shares; 2025Q4: 5,133 shares; 2026Q1: 4,924 shares 4,924 $2.84M 0.08% -209 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: 1,023 shares; 2025Q2: 1,646 shares; 2025Q3: 2,842 shares; 2025Q4: 3,199 shares; 2026Q1: 8,356 shares 8,356 $2.6M 0.08% +5,157 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,450 shares; 2024Q4: 34,281 shares; 2025Q1: 28,823 shares; 2025Q2: 28,576 shares; 2025Q3: 27,484 shares; 2025Q4: 26,061 shares; 2026Q1: 25,322 shares 25,322 $2.55M 0.07% -739 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 9,227 shares; 2025Q1: 9,227 shares; 2025Q2: 9,227 shares; 2025Q3: 9,077 shares; 2025Q4: 13,177 shares; 2026Q1: 12,853 shares 12,853 $2.54M 0.07% -324 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 9,525 shares; 2025Q1: 9,798 shares; 2025Q2: 9,546 shares; 2025Q3: 10,457 shares; 2025Q4: 10,471 shares; 2026Q1: 10,149 shares 10,149 $2.46M 0.07% -322 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: 16,750 shares; 2024Q4: 16,750 shares; 2025Q1: 16,797 shares; 2025Q2: 19,058 shares; 2025Q3: 19,116 shares; 2025Q4: 19,132 shares; 2026Q1: 16,152 shares 16,152 $2.2M 0.06% -2,980 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: not reported; 2024Q4: 3,639 shares; 2025Q1: 5,424 shares; 2025Q2: 12,113 shares; 2025Q3: 14,445 shares; 2025Q4: 14,060 shares; 2026Q1: 28,145 shares 28,145 $2.14M 0.06% +14,085 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,558 shares; 2024Q4: 11,353 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,344 shares; 2025Q4: 10,344 shares; 2026Q1: 10,344 shares 10,344 $2.1M 0.06% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,626 shares; 2025Q1: 2,921 shares; 2025Q2: 3,746 shares; 2025Q3: 3,591 shares; 2025Q4: 3,717 shares; 2026Q1: 3,718 shares 3,718 $2.09M 0.06% +1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,068 shares; 2024Q4: 47,422 shares; 2025Q1: 46,911 shares; 2025Q2: 46,851 shares; 2025Q3: 41,318 shares; 2025Q4: 41,350 shares; 2026Q1: 41,395 shares 41,395 $2.07M 0.06% +45 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: 4,912 shares; 2024Q4: 4,912 shares; 2025Q1: 4,911 shares; 2025Q2: 4,901 shares; 2025Q3: 4,896 shares; 2025Q4: 4,863 shares; 2026Q1: 4,828 shares 4,828 $2.06M 0.06% -35 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: 1,464 shares; 2024Q4: 1,245 shares; 2025Q1: 1,049 shares; 2025Q2: 2,834 shares; 2025Q3: 2,712 shares; 2025Q4: 3,061 shares; 2026Q1: 3,095 shares 3,095 $2.02M 0.06% +34 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,100 shares; 2025Q1: 2,992 shares; 2025Q2: 5,783 shares; 2025Q3: 8,513 shares; 2025Q4: 16,934 shares; 2026Q1: 19,594 shares 19,594 $2.01M 0.06% +2,660 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: 12,535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 5,240 shares; 2025Q4: 5,329 shares; 2026Q1: 5,477 shares 5,477 $1.87M 0.05% +148 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,826 shares; 2024Q4: 22,433 shares; 2025Q1: 21,578 shares; 2025Q2: 21,203 shares; 2025Q3: 20,729 shares; 2025Q4: 40,438 shares; 2026Q1: 40,446 shares 40,446 $1.86M 0.05% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,789 shares; 2026Q1: 19,029 shares 19,029 $1.79M 0.05% +11,240 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,278 shares; 2024Q4: 68,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,531 shares; 2025Q4: 50,531 shares; 2026Q1: 50,531 shares 50,531 $1.75M 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,526 shares; 2025Q1: 3,391 shares; 2025Q2: 3,581 shares; 2025Q3: 3,595 shares; 2025Q4: 2,273 shares; 2026Q1: 2,435 shares 2,435 $1.73M 0.05% +162 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: 4,230 shares; 2024Q4: 4,163 shares; 2025Q1: 4,167 shares; 2025Q2: 3,915 shares; 2025Q3: 3,555 shares; 2025Q4: 4,406 shares; 2026Q1: 5,326 shares 5,326 $1.71M 0.05% +920 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,225 shares; 2025Q1: 3,025 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,110 shares 3,110 $1.63M 0.05% -165 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,713 shares; 2024Q4: 16,305 shares; 2025Q1: 13,722 shares; 2025Q2: 12,328 shares; 2025Q3: 12,228 shares; 2025Q4: 11,861 shares; 2026Q1: 10,540 shares 10,540 $1.54M 0.04% -1,321 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,050 shares 6,050 $1.48M 0.04% new 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: 468 shares; 2024Q4: 250 shares; 2025Q1: 275 shares; 2025Q2: 315 shares; 2025Q3: 733 shares; 2025Q4: 7,505 shares; 2026Q1: 15,276 shares 15,276 $1.47M 0.04% +7,771 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,576 shares; 2024Q4: 34,996 shares; 2025Q1: 34,996 shares; 2025Q2: 28,626 shares; 2025Q3: 26,917 shares; 2025Q4: 25,124 shares; 2026Q1: 23,104 shares 23,104 $1.45M 0.04% -2,020 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 14,446 shares; 2025Q4: 14,446 shares; 2026Q1: 14,446 shares 14,446 $1.37M 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,563 shares; 2025Q1: 1,490 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,444 shares; 2026Q1: 1,544 shares 1,544 $1.34M 0.04% +100 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: 3,836 shares; 2024Q4: 3,735 shares; 2025Q1: 3,436 shares; 2025Q2: 5,239 shares; 2025Q3: 6,700 shares; 2025Q4: 6,477 shares; 2026Q1: 9,088 shares 9,088 $1.31M 0.04% +2,611 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 9,870 shares; 2025Q1: 9,282 shares; 2025Q2: 8,551 shares; 2025Q3: 8,465 shares; 2025Q4: 8,167 shares; 2026Q1: 8,464 shares 8,464 $1.28M 0.04% +297 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 11,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,660 shares; 2025Q4: 9,660 shares; 2026Q1: 9,660 shares 9,660 $1.27M 0.04% 0 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: 5,692 shares; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 4,592 shares; 2025Q3: 5,199 shares; 2025Q4: 5,172 shares; 2026Q1: 5,186 shares 5,186 $1.23M 0.04% +14 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: 1,513 shares; 2024Q4: 7,075 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,099 shares; 2025Q4: 6,276 shares; 2026Q1: 6,206 shares 6,206 $1.23M 0.04% -70 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 6,513 shares; 2025Q1: 6,635 shares; 2025Q2: 7,057 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares; 2026Q1: 6,431 shares 6,431 $1.22M 0.04% -459 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,520 shares; 2025Q1: 3,464 shares; 2025Q2: 3,551 shares; 2025Q3: 3,573 shares; 2025Q4: 3,479 shares; 2026Q1: 7,574 shares 7,574 $1.21M 0.04% +4,095 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: 6,436 shares; 2024Q4: 4,821 shares; 2025Q1: 3,186 shares; 2025Q2: 3,147 shares; 2025Q3: 3,032 shares; 2025Q4: 2,999 shares; 2026Q1: 3,003 shares 3,003 $1.06M 0.03% +4 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: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 2,304 shares; 2025Q4: 2,459 shares; 2026Q1: 2,851 shares 2,851 $963K 0.03% +392 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: 5,859 shares; 2024Q4: 5,531 shares; 2025Q1: 5,524 shares; 2025Q2: 5,769 shares; 2025Q3: 5,583 shares; 2025Q4: 5,601 shares; 2026Q1: 4,900 shares 4,900 $951K 0.03% -701 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: 10,739 shares; 2024Q4: 10,037 shares; 2025Q1: 9,850 shares; 2025Q2: 9,740 shares; 2025Q3: 9,241 shares; 2025Q4: 8,559 shares; 2026Q1: 8,489 shares 8,489 $937K 0.03% -70 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: 159,137 shares; 2024Q4: 31,953 shares; 2025Q1: 32,411 shares; 2025Q2: 28,299 shares; 2025Q3: 27,307 shares; 2025Q4: 25,409 shares; 2026Q1: 25,090 shares 25,090 $922K 0.03% -319 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,678 shares; 2025Q1: 4,686 shares; 2025Q2: 4,694 shares; 2025Q3: 4,701 shares; 2025Q4: 4,610 shares; 2026Q1: 4,148 shares 4,148 $898K 0.03% -462 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: 12,080 shares; 2024Q4: 12,080 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 12,080 shares; 2025Q4: 12,097 shares; 2026Q1: 13,054 shares 13,054 $890K 0.03% +957 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,070 shares; 2025Q1: 1,197 shares; 2025Q2: 1,330 shares; 2025Q3: 1,244 shares; 2025Q4: 1,267 shares; 2026Q1: 1,255 shares 1,255 $876K 0.03% -12 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: 898 shares; 2024Q4: 853 shares; 2025Q1: 843 shares; 2025Q2: 1,043 shares; 2025Q3: 1,547 shares; 2025Q4: 1,906 shares; 2026Q1: 1,710 shares 1,710 $854K 0.02% -196 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: 6,222 shares; 2024Q4: 6,216 shares; 2025Q1: 6,923 shares; 2025Q2: 7,531 shares; 2025Q3: 7,538 shares; 2025Q4: 7,570 shares; 2026Q1: 7,586 shares 7,586 $845K 0.02% +16 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $838K 0.02% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 1,475 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $771K 0.02% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,082 shares; 2024Q4: 43,082 shares; 2025Q1: 50,756 shares; 2025Q2: 50,756 shares; 2025Q3: 50,756 shares; 2025Q4: 50,756 shares; 2026Q1: 60,979 shares 60,979 $770K 0.02% +10,223 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: 7,345 shares; 2024Q4: 7,353 shares; 2025Q1: 7,298 shares; 2025Q2: 7,469 shares; 2025Q3: 5,498 shares; 2025Q4: 5,143 shares; 2026Q1: 3,995 shares 3,995 $746K 0.02% -1,148 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: 1,832 shares; 2024Q4: 1,578 shares; 2025Q1: 1,560 shares; 2025Q2: 2,264 shares; 2025Q3: 2,276 shares; 2025Q4: 2,288 shares; 2026Q1: 2,167 shares 2,167 $744K 0.02% -121 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,600 shares; 2025Q3: 1,605 shares; 2025Q4: 1,600 shares; 2026Q1: 1,601 shares 1,601 $715K 0.02% +1 Timeline CORP 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: 8,225 shares; 2024Q4: 7,391 shares; 2025Q1: 7,392 shares; 2025Q2: 7,392 shares; 2025Q3: 7,259 shares; 2025Q4: 7,194 shares; 2026Q1: 7,194 shares 7,194 $696K 0.02% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,749 shares; 2025Q1: 2,631 shares; 2025Q2: 2,441 shares; 2025Q3: 2,461 shares; 2025Q4: 4,921 shares; 2026Q1: 5,204 shares 5,204 $692K 0.02% +283 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: 2,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 3,500 shares; 2026Q1: 3,461 shares 3,461 $689K 0.02% -39 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,636 shares; 2026Q1: 6,966 shares 6,966 $685K 0.02% +330 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: 2,938 shares; 2024Q4: 2,938 shares; 2025Q1: 2,491 shares; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares; 2026Q1: 3,141 shares 3,141 $671K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,622 shares; 2025Q4: 4,622 shares; 2026Q1: 4,622 shares 4,622 $669K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: 23,395 shares; 2025Q4: 17,143 shares; 2026Q1: 17,373 shares 17,373 $657K 0.02% +230 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: 2,612 shares; 2024Q4: 2,841 shares; 2025Q1: 2,829 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares; 2026Q1: 2,479 shares 2,479 $645K 0.02% -150 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,625 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,625 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares 4,649 $616K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,129 shares; 2025Q1: 6,986 shares; 2025Q2: 8,126 shares; 2025Q3: 7,771 shares; 2025Q4: 6,918 shares; 2026Q1: 8,348 shares 8,348 $615K 0.02% +1,430 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: 3,412 shares; 2024Q4: 3,466 shares; 2025Q1: 3,367 shares; 2025Q2: 3,355 shares; 2025Q3: 3,365 shares; 2025Q4: 3,444 shares; 2026Q1: 3,185 shares 3,185 $614K 0.02% -259 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: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,059 shares; 2026Q1: 1,109 shares 1,109 $597K 0.02% +50 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: 2,926 shares; 2024Q4: 3,004 shares; 2025Q1: 3,201 shares; 2025Q2: 3,188 shares; 2025Q3: 2,974 shares; 2025Q4: 3,442 shares; 2026Q1: 3,535 shares 3,535 $582K 0.02% +93 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: 6,657 shares; 2024Q4: 6,632 shares; 2025Q1: 7,722 shares; 2025Q2: 8,462 shares; 2025Q3: 7,971 shares; 2025Q4: 8,142 shares; 2026Q1: 8,053 shares 8,053 $579K 0.02% -89 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,299 shares; 2025Q1: 4,445 shares; 2025Q2: 5,809 shares; 2025Q3: 5,851 shares; 2025Q4: 5,873 shares; 2026Q1: 7,358 shares 7,358 $571K 0.02% +1,485 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: 2,829 shares; 2024Q4: 2,250 shares; 2025Q1: 2,200 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,513 shares; 2026Q1: 2,518 shares 2,518 $569K 0.02% +5 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: 1,145 shares; 2024Q4: 1,136 shares; 2025Q1: 1,131 shares; 2025Q2: 1,127 shares; 2025Q3: 2,885 shares; 2025Q4: 2,866 shares; 2026Q1: 2,791 shares 2,791 $553K 0.02% -75 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,755 shares; 2025Q1: 2,758 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares; 2026Q1: 3,758 shares 3,758 $525K 0.02% +53 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares; 2026Q1: 2,781 shares 2,781 $521K 0.02% +21 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,696 shares; 2025Q1: 1,671 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares 1,658 $520K 0.02% 0 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: not reported; 2025Q2: 7,951 shares; 2025Q3: 7,043 shares; 2025Q4: 7,123 shares; 2026Q1: 7,145 shares 7,145 $505K 0.01% +22 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,007 shares; 2025Q1: 5,007 shares; 2025Q2: 5,007 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 4,941 shares 4,941 $505K 0.01% +2 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 6,864 shares; 2025Q2: 6,279 shares; 2025Q3: 6,260 shares; 2025Q4: 6,706 shares; 2026Q1: 7,337 shares 7,337 $495K 0.01% +631 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: not reported; 2025Q3: not reported; 2025Q4: 3,366 shares; 2026Q1: 3,862 shares 3,862 $488K 0.01% +496 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 7,369 shares; 2025Q1: 7,369 shares; 2025Q2: 7,369 shares; 2025Q3: 6,847 shares; 2025Q4: 6,647 shares; 2026Q1: 6,650 shares 6,650 $477K 0.01% +3 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 5,015 shares; 2025Q1: 4,935 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,707 shares; 2026Q1: 3,700 shares 3,700 $476K 0.01% -7 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,071 shares; 2024Q4: 3,862 shares; 2025Q1: 3,613 shares; 2025Q2: 3,656 shares; 2025Q3: 3,593 shares; 2025Q4: 3,471 shares; 2026Q1: 3,251 shares 3,251 $474K 0.01% -220 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,286 shares; 2025Q1: 3,049 shares; 2025Q2: 3,132 shares; 2025Q3: 3,014 shares; 2025Q4: 5,171 shares; 2026Q1: 4,778 shares 4,778 $474K 0.01% -393 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: 3,054 shares; 2024Q4: 3,097 shares; 2025Q1: 3,100 shares; 2025Q2: 3,035 shares; 2025Q3: 2,964 shares; 2025Q4: 1,877 shares; 2026Q1: 1,776 shares 1,776 $472K 0.01% -101 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $461K 0.01% 0 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: 4,400 shares; 2024Q4: 4,351 shares; 2025Q1: 4,507 shares; 2025Q2: 4,183 shares; 2025Q3: 4,213 shares; 2025Q4: 4,764 shares; 2026Q1: 5,011 shares 5,011 $449K 0.01% +247 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: 5,203 shares; 2024Q4: 4,477 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,290 shares; 2025Q4: 5,290 shares; 2026Q1: 5,303 shares 5,303 $448K 0.01% +13 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: 8,818 shares; 2024Q4: 29,875 shares; 2025Q1: 55,096 shares; 2025Q2: not reported; 2025Q3: 2,862 shares; 2025Q4: 4,535 shares; 2026Q1: 3,872 shares 3,872 $445K 0.01% -663 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: not reported; 2025Q2: not reported; 2025Q3: 2,014 shares; 2025Q4: 1,917 shares; 2026Q1: 1,919 shares 1,919 $441K 0.01% +2 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,497 shares; 2024Q4: 15,697 shares; 2025Q1: 14,707 shares; 2025Q2: 14,703 shares; 2025Q3: 14,703 shares; 2025Q4: 13,903 shares; 2026Q1: 14,528 shares 14,528 $440K 0.01% +625 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: 2,721 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,933 shares; 2025Q3: 2,883 shares; 2025Q4: 2,830 shares; 2026Q1: 2,806 shares 2,806 $436K 0.01% -24 Timeline AIVL 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: 4,055 shares; 2024Q4: 3,929 shares; 2025Q1: 3,902 shares; 2025Q2: 3,842 shares; 2025Q3: 3,790 shares; 2025Q4: 3,747 shares; 2026Q1: 3,727 shares 3,727 $431K 0.01% -20 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,149 shares; 2025Q1: 3,951 shares; 2025Q2: 3,928 shares; 2025Q3: 3,924 shares; 2025Q4: 3,834 shares; 2026Q1: 3,834 shares 3,834 $418K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,079 shares; 2025Q1: 2,028 shares; 2025Q2: 1,936 shares; 2025Q3: 1,943 shares; 2025Q4: 1,952 shares; 2026Q1: 1,958 shares 1,958 $414K 0.01% +6 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 892 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 865 shares; 2026Q1: 944 shares 944 $410K 0.01% +79 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: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,745 shares 1,745 $407K 0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares; 2026Q1: 3,056 shares 3,056 $403K 0.01% +20 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,062 shares; 2025Q3: 2,177 shares; 2025Q4: 2,179 shares; 2026Q1: 2,194 shares 2,194 $400K 0.01% +15 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $396K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,400 shares 4,400 $393K 0.01% -350 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares 2,550 $390K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,845 shares; 2024Q4: 16,742 shares; 2025Q1: 16,742 shares; 2025Q2: 16,742 shares; 2025Q3: 15,942 shares; 2025Q4: 15,542 shares; 2026Q1: 15,542 shares 15,542 $385K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,219 shares; 2025Q4: 2,207 shares; 2026Q1: 2,390 shares 2,390 $382K 0.01% +183 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,215 shares 4,215 $382K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 2,415 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 2,908 shares 2,908 $373K 0.01% -97 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 742 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 752 shares 752 $356K 0.01% +9 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: 1,817 shares; 2024Q4: 1,793 shares; 2025Q1: 1,764 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,758 shares; 2026Q1: 1,719 shares 1,719 $349K 0.01% -39 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: not reported; 2025Q2: 2,741 shares; 2025Q3: 2,741 shares; 2025Q4: 3,043 shares; 2026Q1: 3,516 shares 3,516 $348K 0.01% +473 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: not reported; 2025Q2: not reported; 2025Q3: 2,487 shares; 2025Q4: 3,580 shares; 2026Q1: 2,897 shares 2,897 $344K 0.01% -683 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $338K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 1,877 shares 1,877 $337K 0.01% -123 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: 1,460 shares; 2024Q4: 1,478 shares; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,539 shares 1,539 $334K 0.01% +488 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: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares; 2026Q1: 1,570 shares 1,570 $326K 0.01% +32 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,090 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075 $325K 0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,240 shares; 2025Q2: 30,115 shares; 2025Q3: 30,115 shares; 2025Q4: 30,115 shares; 2026Q1: 30,115 shares 30,115 $323K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,277 shares; 2026Q1: 1,288 shares 1,288 $323K 0.01% +11 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: 1,503 shares; 2024Q4: 1,506 shares; 2025Q1: 1,743 shares; 2025Q2: 1,512 shares; 2025Q3: 1,517 shares; 2025Q4: 1,525 shares; 2026Q1: 1,532 shares 1,532 $322K 0.01% +7 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,541 shares; 2025Q4: 2,942 shares; 2026Q1: 2,942 shares 2,942 $321K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,686 shares; 2025Q4: 7,209 shares; 2026Q1: 8,104 shares 8,104 $311K 0.01% +895 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 8,737 shares; 2025Q1: 8,618 shares; 2025Q2: 7,502 shares; 2025Q3: 7,302 shares; 2025Q4: 7,309 shares; 2026Q1: 6,819 shares 6,819 $308K 0.01% -490 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: not reported; 2025Q2: not reported; 2025Q3: 928 shares; 2025Q4: 1,089 shares; 2026Q1: 1,090 shares 1,090 $304K 0.01% +1 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares 11,800 $301K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,051 shares; 2026Q1: 1,022 shares 1,022 $294K 0.01% -29 Timeline CRH CRH PLC More: the full row for CRH 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: 2,737 shares; 2025Q4: 2,737 shares; 2026Q1: 2,738 shares 2,738 $288K 0.01% +1 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $280K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $278K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 809 shares 809 $273K 0.01% +63 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,571 shares; 2025Q1: 2,187 shares; 2025Q2: 2,148 shares; 2025Q3: 2,244 shares; 2025Q4: 2,127 shares; 2026Q1: 2,013 shares 2,013 $273K 0.01% -114 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $269K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,576 shares; 2025Q2: 2,570 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares 2,320 $263K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,949 shares; 2024Q4: 8,256 shares; 2025Q1: 9,790 shares; 2025Q2: 9,568 shares; 2025Q3: not reported; 2025Q4: 9,512 shares; 2026Q1: 9,337 shares 9,337 $262K 0.01% -175 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,507 shares; 2026Q1: 1,509 shares 1,509 $262K 0.01% +2 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares 609 $262K 0.01% new 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: 185,981 shares; 2024Q4: 188,049 shares; 2025Q1: 220,209 shares; 2025Q2: 220,727 shares; 2025Q3: 276,862 shares; 2025Q4: 274,169 shares; 2026Q1: 1,760 shares 1,760 $259K 0.01% -272,409 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 471 shares 471 $259K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,171 shares 1,171 $256K 0.01% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $254K 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: 3,936 shares; 2024Q4: 3,895 shares; 2025Q1: 4,395 shares; 2025Q2: 6,579 shares; 2025Q3: 5,645 shares; 2025Q4: 2,865 shares; 2026Q1: 2,980 shares 2,980 $247K 0.01% +115 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: not reported; 2024Q4: 636 shares; 2025Q1: 627 shares; 2025Q2: 625 shares; 2025Q3: not reported; 2025Q4: 808 shares; 2026Q1: 747 shares 747 $245K 0.01% -61 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: not reported; 2024Q4: not reported; 2025Q1: 3,904 shares; 2025Q2: 3,831 shares; 2025Q3: 3,832 shares; 2025Q4: 3,701 shares; 2026Q1: 3,708 shares 3,708 $245K 0.01% +7 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 724 shares; 2025Q4: 756 shares; 2026Q1: 756 shares 756 $240K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares; 2026Q1: 2,124 shares 2,124 $240K 0.01% 0 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: 735 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $240K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $240K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,628 shares; 2025Q4: not reported; 2026Q1: 7,929 shares 7,929 $230K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 731 shares 731 $230K 0.01% +1 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 628 shares; 2025Q4: 587 shares; 2026Q1: 540 shares 540 $229K 0.01% -47 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,670 shares; 2025Q4: 14,390 shares; 2026Q1: 14,390 shares 14,390 $228K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,221 shares 1,221 $222K 0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662 shares; 2025Q4: 660 shares; 2026Q1: 655 shares 655 $222K 0.01% -5 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: 4,512 shares; 2024Q4: 3,710 shares; 2025Q1: 3,525 shares; 2025Q2: 3,375 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 2,760 shares 2,760 $221K 0.01% -500 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: 233,182 shares; 2024Q4: 256,301 shares; 2025Q1: 301,961 shares; 2025Q2: 203,977 shares; 2025Q3: 192,351 shares; 2025Q4: 175,958 shares; 2026Q1: 2,373 shares 2,373 $220K 0.01% -173,585 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: 1,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares; 2026Q1: 1,747 shares 1,747 $217K 0.01% +82 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 654 shares 654 $215K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares 617 $213K 0.01% new 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: 973 shares; 2024Q4: 956 shares; 2025Q1: 1,031 shares; 2025Q2: 1,130 shares; 2025Q3: 1,100 shares; 2025Q4: 6,452 shares; 2026Q1: 2,027 shares 2,027 $212K 0.01% -4,425 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,181 shares 2,181 $210K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares 1,355 $210K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,797 shares 1,797 $208K 0.01% new 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: 4,549 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 4,549 shares; 2025Q3: 4,549 shares; 2025Q4: 4,549 shares; 2026Q1: 4,549 shares 4,549 $208K 0.01% 0 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: 833 shares; 2025Q3: 699 shares; 2025Q4: 693 shares; 2026Q1: 662 shares 662 $207K 0.01% -31 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,569 shares 1,569 $205K 0.01% new 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: 880 shares; 2024Q4: 873 shares; 2025Q1: 835 shares; 2025Q2: 675 shares; 2025Q3: 687 shares; 2025Q4: 707 shares; 2026Q1: 568 shares 568 $203K 0.01% -139 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,617 shares 6,617 $203K 0.01% new 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,102 shares 1,102 $203K 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to 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: 4,449 shares 4,449 $200K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,964 shares; 2025Q1: 145,206 shares; 2025Q2: 27,225 shares; 2025Q3: 27,549 shares; 2025Q4: 27,986 shares; 2026Q1: 14,147 shares 14,147 $129K <0.01% -13,839 Timeline EMPD EMPERY DIGITAL INC More: the full row for EMPERY DIGITAL 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: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $84.6K <0.01% 0 Timeline