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: 1,324,738 shares; 2024Q4: 1,288,397 shares; 2025Q1: 1,166,922 shares; 2025Q2: 1,129,439 shares; 2025Q3: 1,066,516 shares; 2025Q4: 1,045,914 shares; 2026Q1: 967,517 shares 967,517 $169M 11.91% -78,397 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: 316,932 shares; 2024Q4: 305,352 shares; 2025Q1: 277,314 shares; 2025Q2: 275,311 shares; 2025Q3: 265,599 shares; 2025Q4: 257,740 shares; 2026Q1: 255,554 shares 255,554 $64.9M 4.58% -2,186 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: 253,947 shares; 2024Q4: 239,673 shares; 2025Q1: 221,438 shares; 2025Q2: 212,847 shares; 2025Q3: 204,034 shares; 2025Q4: 203,926 shares; 2026Q1: 199,138 shares 199,138 $57.3M 4.04% -4,788 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,768 shares; 2024Q4: 264,453 shares; 2025Q1: 262,408 shares; 2025Q2: 261,918 shares; 2025Q3: 254,528 shares; 2025Q4: 246,306 shares; 2026Q1: 229,698 shares 229,698 $54.7M 3.86% -16,608 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: 152,077 shares; 2024Q4: 146,598 shares; 2025Q1: 136,981 shares; 2025Q2: 131,706 shares; 2025Q3: 126,546 shares; 2025Q4: 123,296 shares; 2026Q1: 117,837 shares 117,837 $43.6M 3.08% -5,459 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: 109,289 shares; 2024Q4: 107,984 shares; 2025Q1: 93,731 shares; 2025Q2: 93,682 shares; 2025Q3: 90,564 shares; 2025Q4: 89,073 shares; 2026Q1: 88,678 shares 88,678 $42.5M 3% -395 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: 268,874 shares; 2024Q4: 258,317 shares; 2025Q1: 230,211 shares; 2025Q2: 230,465 shares; 2025Q3: 221,317 shares; 2025Q4: 216,818 shares; 2026Q1: 215,721 shares 215,721 $41.6M 2.94% -1,097 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: 58,967 shares; 2024Q4: 58,375 shares; 2025Q1: 53,639 shares; 2025Q2: 53,782 shares; 2025Q3: 51,473 shares; 2025Q4: 50,031 shares; 2026Q1: 47,972 shares 47,972 $40.6M 2.86% -2,059 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: 141,238 shares; 2024Q4: 136,391 shares; 2025Q1: 124,940 shares; 2025Q2: 124,730 shares; 2025Q3: 120,463 shares; 2025Q4: 117,586 shares; 2026Q1: 117,197 shares 117,197 $40.5M 2.86% -389 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: 207,765 shares; 2024Q4: 210,087 shares; 2025Q1: 195,709 shares; 2025Q2: 193,094 shares; 2025Q3: 185,723 shares; 2025Q4: 181,982 shares; 2026Q1: 180,065 shares 180,065 $39.2M 2.76% -1,917 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,420 shares; 2024Q4: 179,461 shares; 2025Q1: 179,631 shares; 2025Q2: 181,216 shares; 2025Q3: 174,226 shares; 2025Q4: 173,319 shares; 2026Q1: 170,769 shares 170,769 $34.9M 2.46% -2,550 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: 172,652 shares; 2024Q4: 151,404 shares; 2025Q1: 124,897 shares; 2025Q2: 129,751 shares; 2025Q3: 125,866 shares; 2025Q4: 116,699 shares; 2026Q1: 111,396 shares 111,396 $34.5M 2.43% -5,303 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: 147,769 shares; 2024Q4: 143,410 shares; 2025Q1: 130,041 shares; 2025Q2: 129,659 shares; 2025Q3: 128,968 shares; 2025Q4: 128,675 shares; 2026Q1: 127,850 shares 127,850 $31M 2.19% -825 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,268 shares; 2024Q4: 63,222 shares; 2025Q1: 57,600 shares; 2025Q2: 58,374 shares; 2025Q3: 74,808 shares; 2025Q4: 72,944 shares; 2026Q1: 72,496 shares 72,496 $26M 1.84% -448 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: 299,250 shares; 2024Q4: 289,753 shares; 2025Q1: 266,641 shares; 2025Q2: 266,183 shares; 2025Q3: 258,705 shares; 2025Q4: 254,978 shares; 2026Q1: 251,113 shares 251,113 $25.8M 1.82% -3,865 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: 70,051 shares; 2024Q4: 70,909 shares; 2025Q1: 106,485 shares; 2025Q2: 107,800 shares; 2025Q3: 111,088 shares; 2025Q4: 107,842 shares; 2026Q1: 110,144 shares 110,144 $24.9M 1.76% +2,302 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,640 shares; 2024Q4: 326,735 shares; 2025Q1: 372,560 shares; 2025Q2: 372,560 shares; 2025Q3: 356,035 shares; 2025Q4: 685,605 shares; 2026Q1: 671,779 shares 671,779 $23.7M 1.67% -13,826 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531,281 shares; 2024Q4: 522,894 shares; 2025Q1: 518,799 shares; 2025Q2: 519,224 shares; 2025Q3: 509,224 shares; 2025Q4: 499,111 shares; 2026Q1: 497,821 shares 497,821 $22.2M 1.56% -1,290 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: 76,759 shares; 2024Q4: 150,385 shares; 2025Q1: 139,774 shares; 2025Q2: 138,564 shares; 2025Q3: 134,426 shares; 2025Q4: 132,544 shares; 2026Q1: 130,609 shares 130,609 $20.9M 1.48% -1,935 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: 133,862 shares; 2026Q1: 269,865 shares 269,865 $20.6M 1.45% +136,003 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: 99,107 shares; 2024Q4: 111,891 shares; 2025Q1: 94,032 shares; 2025Q2: 95,584 shares; 2025Q3: 95,963 shares; 2025Q4: 95,245 shares; 2026Q1: 96,552 shares 96,552 $20.1M 1.42% +1,307 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: 109,770 shares; 2024Q4: 108,672 shares; 2025Q1: 113,275 shares; 2025Q2: 114,195 shares; 2025Q3: 114,773 shares; 2025Q4: 113,769 shares; 2026Q1: 113,186 shares 113,186 $19.3M 1.36% -583 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: not reported; 2024Q4: not reported; 2025Q1: 237,212 shares; 2025Q2: 259,621 shares; 2025Q3: 257,113 shares; 2025Q4: 254,209 shares; 2026Q1: 258,455 shares 258,455 $18.6M 1.31% +4,246 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: 89,459 shares; 2024Q4: 83,862 shares; 2025Q1: 73,796 shares; 2025Q2: 74,186 shares; 2025Q3: 75,034 shares; 2025Q4: 72,121 shares; 2026Q1: 75,610 shares 75,610 $18.5M 1.3% +3,489 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: 35,924 shares; 2024Q4: 34,260 shares; 2025Q1: 27,576 shares; 2025Q2: 31,531 shares; 2025Q3: 31,408 shares; 2025Q4: 30,655 shares; 2026Q1: 29,695 shares 29,695 $17M 1.2% -960 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,895 shares; 2024Q4: 241,659 shares; 2025Q1: 209,435 shares; 2025Q2: 203,213 shares; 2025Q3: 188,593 shares; 2025Q4: 183,279 shares; 2026Q1: 156,299 shares 156,299 $16.9M 1.19% -26,980 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: 61,611 shares; 2024Q4: 59,842 shares; 2025Q1: 57,241 shares; 2025Q2: 57,516 shares; 2025Q3: 58,011 shares; 2025Q4: 55,556 shares; 2026Q1: 54,656 shares 54,656 $15.7M 1.11% -900 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: 29,286 shares; 2024Q4: 29,248 shares; 2025Q1: 29,273 shares; 2025Q2: 21,773 shares; 2025Q3: 21,543 shares; 2025Q4: 21,374 shares; 2026Q1: 21,188 shares 21,188 $12.7M 0.89% -186 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,835 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,500 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares; 2026Q1: 32,500 shares 32,500 $11.9M 0.84% 0 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: 36,932 shares; 2024Q4: 36,865 shares; 2025Q1: 36,865 shares; 2025Q2: 36,865 shares; 2025Q3: 36,865 shares; 2025Q4: 36,865 shares; 2026Q1: 36,765 shares 36,765 $11.8M 0.83% -100 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,430 shares; 2024Q4: 453,422 shares; 2025Q1: 429,114 shares; 2025Q2: 359,487 shares; 2025Q3: 346,163 shares; 2025Q4: 329,403 shares; 2026Q1: 304,569 shares 304,569 $10.8M 0.76% -24,834 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,964 shares; 2024Q4: 49,200 shares; 2025Q1: 42,288 shares; 2025Q2: 42,600 shares; 2025Q3: 45,708 shares; 2025Q4: 44,082 shares; 2026Q1: 54,157 shares 54,157 $10.7M 0.76% +10,075 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: 38,526 shares; 2024Q4: 35,997 shares; 2025Q1: 29,622 shares; 2025Q2: 29,015 shares; 2025Q3: 27,739 shares; 2025Q4: 27,108 shares; 2026Q1: 29,844 shares 29,844 $10.5M 0.74% +2,736 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: 55,522 shares; 2024Q4: 54,329 shares; 2025Q1: 50,966 shares; 2025Q2: 49,928 shares; 2025Q3: 51,078 shares; 2025Q4: 54,480 shares; 2026Q1: 61,586 shares 61,586 $10.4M 0.74% +7,106 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: 257,888 shares; 2024Q4: 244,454 shares; 2025Q1: 233,894 shares; 2025Q2: 238,280 shares; 2025Q3: 242,605 shares; 2025Q4: 211,253 shares; 2026Q1: 202,338 shares 202,338 $10.2M 0.72% -8,915 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: 161,414 shares; 2024Q4: 133,959 shares; 2025Q1: 119,859 shares; 2025Q2: 133,257 shares; 2025Q3: 130,759 shares; 2025Q4: 131,304 shares; 2026Q1: 167,511 shares 167,511 $9.85M 0.69% +36,207 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,241 shares; 2025Q1: 35,617 shares; 2025Q2: 55,225 shares; 2025Q3: 63,481 shares; 2025Q4: 63,649 shares; 2026Q1: 71,426 shares 71,426 $9.8M 0.69% +7,777 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: 37,817 shares; 2024Q4: 35,965 shares; 2025Q1: 34,438 shares; 2025Q2: 34,388 shares; 2025Q3: 33,909 shares; 2025Q4: 33,224 shares; 2026Q1: 33,199 shares 33,199 $9.77M 0.69% -25 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,247 shares; 2024Q4: 317,512 shares; 2025Q1: 312,197 shares; 2025Q2: 311,947 shares; 2025Q3: 306,452 shares; 2025Q4: 275,889 shares; 2026Q1: 277,268 shares 277,268 $9.74M 0.69% +1,379 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: 228,997 shares; 2024Q4: 216,125 shares; 2025Q1: 180,063 shares; 2025Q2: 189,826 shares; 2025Q3: 190,500 shares; 2025Q4: 186,214 shares; 2026Q1: 191,826 shares 191,826 $9.35M 0.66% +5,612 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: 57,772 shares; 2024Q4: 55,538 shares; 2025Q1: 53,543 shares; 2025Q2: 55,158 shares; 2025Q3: 54,588 shares; 2025Q4: 52,948 shares; 2026Q1: 52,728 shares 52,728 $8.42M 0.59% -220 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: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 23,500 shares; 2026Q1: 23,000 shares 23,000 $7.86M 0.55% -500 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: 160,421 shares; 2024Q4: 348,999 shares; 2025Q1: 303,106 shares; 2025Q2: 269,445 shares; 2025Q3: 268,845 shares; 2025Q4: 265,286 shares; 2026Q1: 269,980 shares 269,980 $7.83M 0.55% +4,694 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: 30,313 shares; 2024Q4: 28,708 shares; 2025Q1: 27,340 shares; 2025Q2: 27,340 shares; 2025Q3: 28,890 shares; 2025Q4: 28,785 shares; 2026Q1: 30,853 shares 30,853 $7.54M 0.53% +2,068 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,952 shares; 2026Q1: 15,124 shares 15,124 $6.97M 0.49% +2,172 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: 76,146 shares; 2024Q4: 66,186 shares; 2025Q1: 46,884 shares; 2025Q2: 47,297 shares; 2025Q3: 48,319 shares; 2025Q4: 46,731 shares; 2026Q1: 48,523 shares 48,523 $6.35M 0.45% +1,792 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: 57,291 shares; 2024Q4: 57,283 shares; 2025Q1: 52,966 shares; 2025Q2: 52,691 shares; 2025Q3: 52,331 shares; 2025Q4: 52,681 shares; 2026Q1: 52,416 shares 52,416 $6.3M 0.45% -265 Timeline EMYB EMBASSY BANCORP INC More: the full row for EMBASSY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,675 shares; 2024Q4: 61,425 shares; 2025Q1: 60,675 shares; 2025Q2: 79,160 shares; 2025Q3: 297,006 shares; 2025Q4: 295,906 shares; 2026Q1: 295,906 shares 295,906 $5.73M 0.4% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,209,969 shares; 2024Q4: 1,195,494 shares; 2025Q1: 1,144,244 shares; 2025Q2: 1,141,144 shares; 2025Q3: 1,120,694 shares; 2025Q4: 1,065,494 shares; 2026Q1: 1,023,419 shares 1,023,419 $5.73M 0.4% -42,075 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,778 shares; 2025Q2: 84,532 shares; 2025Q3: 81,032 shares; 2025Q4: 72,032 shares; 2026Q1: 69,974 shares 69,974 $5.52M 0.39% -2,058 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: 40,797 shares; 2024Q4: 38,488 shares; 2025Q1: 32,386 shares; 2025Q2: 32,700 shares; 2025Q3: 33,094 shares; 2025Q4: 32,142 shares; 2026Q1: 29,557 shares 29,557 $5.52M 0.39% -2,585 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: 33,243 shares; 2024Q4: 32,162 shares; 2025Q1: 31,355 shares; 2025Q2: 28,961 shares; 2025Q3: 30,456 shares; 2025Q4: 29,728 shares; 2026Q1: 30,436 shares 30,436 $5.03M 0.36% +708 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: 24,769 shares; 2024Q4: 22,660 shares; 2025Q1: 17,109 shares; 2025Q2: 17,070 shares; 2025Q3: 17,196 shares; 2025Q4: 16,383 shares; 2026Q1: 15,847 shares 15,847 $4.79M 0.34% -536 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: 23,816 shares; 2024Q4: 23,216 shares; 2025Q1: 22,988 shares; 2025Q2: 22,343 shares; 2025Q3: 22,328 shares; 2025Q4: 22,278 shares; 2026Q1: 21,878 shares 21,878 $4.71M 0.33% -400 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: 42,529 shares; 2024Q4: 42,553 shares; 2025Q1: 39,946 shares; 2025Q2: 38,387 shares; 2025Q3: 38,552 shares; 2025Q4: 37,711 shares; 2026Q1: 88,197 shares 88,197 $4.64M 0.33% +50,486 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,018 shares; 2024Q4: 180,018 shares; 2025Q1: 169,553 shares; 2025Q2: 166,868 shares; 2025Q3: 161,123 shares; 2025Q4: 164,877 shares; 2026Q1: 149,901 shares 149,901 $4.6M 0.32% -14,976 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,362 shares; 2024Q4: 318,230 shares; 2025Q1: 230,896 shares; 2025Q2: 237,538 shares; 2025Q3: 215,733 shares; 2025Q4: 203,310 shares; 2026Q1: 188,823 shares 188,823 $4.52M 0.32% -14,487 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,435 shares; 2024Q4: 162,435 shares; 2025Q1: 161,830 shares; 2025Q2: 161,830 shares; 2025Q3: 155,120 shares; 2025Q4: 153,910 shares; 2026Q1: 153,910 shares 153,910 $4.37M 0.31% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,946 shares; 2024Q4: 11,946 shares; 2025Q1: 11,946 shares; 2025Q2: 11,946 shares; 2025Q3: 11,946 shares; 2025Q4: 11,946 shares; 2026Q1: 11,946 shares 11,946 $4.26M 0.3% 0 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,815 shares; 2024Q4: 258,565 shares; 2025Q1: 255,990 shares; 2025Q2: 255,740 shares; 2025Q3: 249,525 shares; 2025Q4: 247,650 shares; 2026Q1: 235,600 shares 235,600 $4.05M 0.29% -12,050 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: 20,351 shares; 2024Q4: 19,401 shares; 2025Q1: 18,482 shares; 2025Q2: 18,424 shares; 2025Q3: 18,324 shares; 2025Q4: 17,968 shares; 2026Q1: 18,090 shares 18,090 $3.96M 0.28% +122 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,805 shares; 2024Q4: 624,390 shares; 2025Q1: 612,055 shares; 2025Q2: 612,795 shares; 2025Q3: 602,795 shares; 2025Q4: 581,175 shares; 2026Q1: 440,625 shares 440,625 $3.96M 0.28% -140,550 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,100 shares; 2025Q1: 54,371 shares; 2025Q2: 51,811 shares; 2025Q3: 50,160 shares; 2025Q4: 52,410 shares; 2026Q1: 61,236 shares 61,236 $3.9M 0.28% +8,826 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,725 shares; 2024Q4: 36,410 shares; 2025Q1: 34,660 shares; 2025Q2: 34,660 shares; 2025Q3: 29,660 shares; 2025Q4: 28,760 shares; 2026Q1: 28,098 shares 28,098 $3.7M 0.26% -662 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 4,240 shares; 2025Q1: 4,235 shares; 2025Q2: 4,233 shares; 2025Q3: 4,261 shares; 2025Q4: 4,241 shares; 2026Q1: 3,859 shares 3,859 $3.55M 0.25% -382 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,398 shares; 2024Q4: 148,488 shares; 2025Q1: 103,983 shares; 2025Q2: 102,860 shares; 2025Q3: 99,755 shares; 2025Q4: 96,576 shares; 2026Q1: 97,248 shares 97,248 $3.51M 0.25% +672 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,217 shares; 2024Q4: 43,176 shares; 2025Q1: 34,441 shares; 2025Q2: 41,799 shares; 2025Q3: 46,746 shares; 2025Q4: 44,949 shares; 2026Q1: 66,270 shares 66,270 $3.5M 0.25% +21,321 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: 16,355 shares; 2024Q4: 16,355 shares; 2025Q1: 16,355 shares; 2025Q2: 16,355 shares; 2025Q3: 16,355 shares; 2025Q4: 11,355 shares; 2026Q1: 11,355 shares 11,355 $3.26M 0.23% 0 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: 842 shares; 2024Q4: 8,842 shares; 2025Q1: 7,842 shares; 2025Q2: 7,842 shares; 2025Q3: 7,842 shares; 2025Q4: 7,842 shares; 2026Q1: 7,842 shares 7,842 $3.2M 0.23% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 76,400 shares; 2025Q3: 76,400 shares; 2025Q4: 66,400 shares; 2026Q1: 66,400 shares 66,400 $2.99M 0.21% 0 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: 68,845 shares; 2024Q4: 66,904 shares; 2025Q1: 66,784 shares; 2025Q2: 66,140 shares; 2025Q3: 66,116 shares; 2025Q4: 53,688 shares; 2026Q1: 53,688 shares 53,688 $2.96M 0.21% 0 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: 17,718 shares; 2024Q4: 16,253 shares; 2025Q1: 14,644 shares; 2025Q2: 13,618 shares; 2025Q3: 13,633 shares; 2025Q4: 13,009 shares; 2026Q1: 14,203 shares 14,203 $2.94M 0.21% +1,194 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: 10,023 shares; 2024Q4: 10,013 shares; 2025Q1: 9,263 shares; 2025Q2: 9,263 shares; 2025Q3: 9,263 shares; 2025Q4: 8,694 shares; 2026Q1: 10,417 shares 10,417 $2.78M 0.2% +1,723 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: 29,325 shares; 2024Q4: 28,185 shares; 2025Q1: 28,185 shares; 2025Q2: 28,185 shares; 2025Q3: 29,035 shares; 2025Q4: 5,490 shares; 2026Q1: 17,551 shares 17,551 $2.58M 0.18% +12,061 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: 9,025 shares; 2024Q4: 9,025 shares; 2025Q1: 9,025 shares; 2025Q2: 9,025 shares; 2025Q3: 9,025 shares; 2025Q4: 9,025 shares; 2026Q1: 9,025 shares 9,025 $2.56M 0.18% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,800 shares; 2025Q3: 67,845 shares; 2025Q4: 74,680 shares; 2026Q1: 62,531 shares 62,531 $2.55M 0.18% -12,149 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: 29,241 shares; 2024Q4: 27,074 shares; 2025Q1: 4,148 shares; 2025Q2: 3,720 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,400 shares 3,400 $2.41M 0.17% -280 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: 24,752 shares; 2024Q4: 23,272 shares; 2025Q1: 18,865 shares; 2025Q2: 17,638 shares; 2025Q3: 16,986 shares; 2025Q4: 15,417 shares; 2026Q1: 13,326 shares 13,326 $2.38M 0.17% -2,091 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: 2,252 shares; 2024Q4: 2,252 shares; 2025Q1: 2,304 shares; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,586 shares 2,586 $2.26M 0.16% +7 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: 20,554 shares; 2024Q4: 20,554 shares; 2025Q1: 20,554 shares; 2025Q2: 20,554 shares; 2025Q3: 20,554 shares; 2025Q4: 20,289 shares; 2026Q1: 20,289 shares 20,289 $2.15M 0.15% 0 Timeline AVIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,720 shares; 2025Q4: 10,261 shares; 2026Q1: 28,370 shares 28,370 $2.12M 0.15% +18,109 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: 250,345 shares; 2024Q4: 187,009 shares; 2025Q1: 128,586 shares; 2025Q2: 48,604 shares; 2025Q3: 26,248 shares; 2025Q4: 25,590 shares; 2026Q1: 23,994 shares 23,994 $2.08M 0.15% -1,596 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: 34,385 shares; 2024Q4: 32,590 shares; 2025Q1: 32,590 shares; 2025Q2: 32,590 shares; 2025Q3: 32,590 shares; 2025Q4: 32,590 shares; 2026Q1: 30,475 shares 30,475 $2.06M 0.15% -2,115 Timeline AVDV 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: 27,937 shares; 2024Q4: 22,393 shares; 2025Q1: 22,393 shares; 2025Q2: 19,671 shares; 2025Q3: 19,229 shares; 2025Q4: 18,977 shares; 2026Q1: 18,923 shares 18,923 $1.89M 0.13% -54 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,836 shares; 2025Q2: 252,336 shares; 2025Q3: 243,500 shares; 2025Q4: 263,173 shares; 2026Q1: 228,173 shares 228,173 $1.89M 0.13% -35,000 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: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares 2,415 $1.87M 0.13% 0 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: 6,972 shares; 2024Q4: 6,951 shares; 2025Q1: 6,951 shares; 2025Q2: 6,951 shares; 2025Q3: 6,951 shares; 2025Q4: 6,926 shares; 2026Q1: 6,926 shares 6,926 $1.8M 0.13% 0 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING 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: 50,000 shares; 2026Q1: 50,000 shares 50,000 $1.79M 0.13% 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: 7,340 shares; 2024Q4: 7,280 shares; 2025Q1: 6,740 shares; 2025Q2: 6,691 shares; 2025Q3: 6,691 shares; 2025Q4: 6,691 shares; 2026Q1: 7,321 shares 7,321 $1.78M 0.13% +630 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: 18,421 shares; 2024Q4: 18,170 shares; 2025Q1: 18,170 shares; 2025Q2: 18,324 shares; 2025Q3: 19,249 shares; 2025Q4: 19,249 shares; 2026Q1: 19,249 shares 19,249 $1.74M 0.12% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,938 shares; 2025Q1: 2,938 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares; 2026Q1: 2,665 shares 2,665 $1.74M 0.12% -258 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: 39,141 shares; 2024Q4: 34,605 shares; 2025Q1: 33,895 shares; 2025Q2: 27,149 shares; 2025Q3: 24,730 shares; 2025Q4: 23,535 shares; 2026Q1: 34,189 shares 34,189 $1.72M 0.12% +10,654 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: 8,052 shares; 2024Q4: 8,052 shares; 2025Q1: 8,052 shares; 2025Q2: 8,052 shares; 2025Q3: 8,052 shares; 2025Q4: 8,052 shares; 2026Q1: 8,052 shares 8,052 $1.68M 0.12% 0 Timeline AI C3 AI INC More: the full row for C3 AI 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: 373,635 shares; 2025Q4: 347,840 shares; 2026Q1: 197,525 shares 197,525 $1.66M 0.12% -150,315 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: 5,005 shares; 2024Q4: 5,005 shares; 2025Q1: 5,005 shares; 2025Q2: 32,500 shares; 2025Q3: 10,000 shares; 2025Q4: 10,250 shares; 2026Q1: 10,000 shares 10,000 $1.57M 0.11% -250 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: 50,183 shares; 2024Q4: 46,788 shares; 2025Q1: 14,089 shares; 2025Q2: 11,977 shares; 2025Q3: 12,317 shares; 2025Q4: 14,007 shares; 2026Q1: 12,151 shares 12,151 $1.56M 0.11% -1,856 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: 212,209 shares; 2024Q4: 138,924 shares; 2025Q1: 36,943 shares; 2025Q2: 26,979 shares; 2025Q3: 32,404 shares; 2025Q4: 32,569 shares; 2026Q1: 35,174 shares 35,174 $1.55M 0.11% +2,605 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: 26,450 shares; 2024Q4: 26,450 shares; 2025Q1: 26,450 shares; 2025Q2: 26,425 shares; 2025Q3: 26,425 shares; 2025Q4: 26,425 shares; 2026Q1: 25,425 shares 25,425 $1.54M 0.11% -1,000 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,969 shares; 2024Q4: 58,270 shares; 2025Q1: 50,661 shares; 2025Q2: 39,205 shares; 2025Q3: 39,205 shares; 2025Q4: 45,652 shares; 2026Q1: 45,697 shares 45,697 $1.51M 0.11% +45 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: 18,601 shares; 2024Q4: 17,969 shares; 2025Q1: 17,969 shares; 2025Q2: 17,969 shares; 2025Q3: 17,992 shares; 2025Q4: 17,992 shares; 2026Q1: 19,469 shares 19,469 $1.48M 0.1% +1,477 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: 2,796 shares; 2024Q4: 2,787 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,266 shares; 2025Q4: 2,263 shares; 2026Q1: 2,258 shares 2,258 $1.47M 0.1% -5 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,357 shares; 2024Q4: 13,241 shares; 2025Q1: 13,146 shares; 2025Q2: 13,146 shares; 2025Q3: 13,246 shares; 2025Q4: 13,246 shares; 2026Q1: 12,931 shares 12,931 $1.46M 0.1% -315 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: 14,470 shares; 2024Q4: 14,470 shares; 2025Q1: 14,430 shares; 2025Q2: 14,430 shares; 2025Q3: 14,320 shares; 2025Q4: 14,320 shares; 2026Q1: 14,295 shares 14,295 $1.38M 0.1% -25 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: 9,750 shares; 2024Q4: 12,000 shares; 2025Q1: 8,500 shares; 2025Q2: 9,750 shares; 2025Q3: 9,865 shares; 2025Q4: 10,255 shares; 2026Q1: 9,355 shares 9,355 $1.37M 0.1% -900 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 13,913 shares; 2025Q1: 13,913 shares; 2025Q2: 13,913 shares; 2025Q3: 13,913 shares; 2025Q4: 13,913 shares; 2026Q1: 13,913 shares 13,913 $1.35M 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,362 shares; 2024Q4: 11,507 shares; 2025Q1: 11,507 shares; 2025Q2: 14,270 shares; 2025Q3: 13,235 shares; 2025Q4: 13,128 shares; 2026Q1: 11,797 shares 11,797 $1.34M 0.09% -1,331 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,630 shares; 2024Q4: 27,630 shares; 2025Q1: 27,630 shares; 2025Q2: 27,630 shares; 2025Q3: 27,464 shares; 2025Q4: 32,464 shares; 2026Q1: 32,464 shares 32,464 $1.31M 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,151 shares; 2025Q1: 1,931 shares; 2025Q2: 2,391 shares; 2025Q3: 3,411 shares; 2025Q4: 3,461 shares; 2026Q1: 3,461 shares 3,461 $1.29M 0.09% 0 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: 5,855 shares; 2024Q4: 5,855 shares; 2025Q1: 5,855 shares; 2025Q2: 5,855 shares; 2025Q3: 5,855 shares; 2025Q4: 5,880 shares; 2026Q1: 5,880 shares 5,880 $1.2M 0.08% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,383 shares; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares; 2025Q3: 4,383 shares; 2025Q4: 4,383 shares; 2026Q1: 4,383 shares 4,383 $1.19M 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,682 shares; 2026Q1: 23,212 shares 23,212 $1.19M 0.08% +2,530 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: 4,756 shares; 2024Q4: 4,743 shares; 2025Q1: 4,743 shares; 2025Q2: 4,743 shares; 2025Q3: 5,468 shares; 2025Q4: 4,968 shares; 2026Q1: 4,668 shares 4,668 $1.16M 0.08% -300 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,045 shares; 2025Q4: 39,704 shares; 2026Q1: 39,640 shares 39,640 $1.15M 0.08% -64 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: 15,311 shares; 2024Q4: 15,311 shares; 2025Q1: 15,099 shares; 2025Q2: 15,099 shares; 2025Q3: 17,324 shares; 2025Q4: 17,324 shares; 2026Q1: 17,324 shares 17,324 $1.14M 0.08% 0 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: 13,620 shares; 2024Q4: 21,620 shares; 2025Q1: 21,620 shares; 2025Q2: 21,620 shares; 2025Q3: 21,620 shares; 2025Q4: 21,620 shares; 2026Q1: 21,620 shares 21,620 $1.14M 0.08% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,865 shares; 2025Q1: 6,865 shares; 2025Q2: 6,865 shares; 2025Q3: 7,115 shares; 2025Q4: 7,115 shares; 2026Q1: 11,905 shares 11,905 $1.11M 0.08% +4,790 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 1,963 shares; 2025Q3: 1,973 shares; 2025Q4: 1,963 shares; 2026Q1: 1,963 shares 1,963 $1.11M 0.08% 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: 38,582 shares; 2024Q4: 38,582 shares; 2025Q1: 38,540 shares; 2025Q2: 38,540 shares; 2025Q3: 38,540 shares; 2025Q4: 38,290 shares; 2026Q1: 38,290 shares 38,290 $1.07M 0.08% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,194 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,696 shares; 2025Q4: 3,696 shares; 2026Q1: 3,685 shares 3,685 $1.06M 0.07% -11 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,500 shares; 2025Q3: 35,000 shares; 2025Q4: 255,000 shares; 2026Q1: 255,000 shares 255,000 $1.05M 0.07% 0 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,057 shares; 2024Q4: 107,791 shares; 2025Q1: 83,267 shares; 2025Q2: 76,203 shares; 2025Q3: 72,434 shares; 2025Q4: 9,840 shares; 2026Q1: 12,357 shares 12,357 $1.03M 0.07% +2,517 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,087 shares; 2024Q4: 63,964 shares; 2025Q1: 63,608 shares; 2025Q2: 58,098 shares; 2025Q3: 48,582 shares; 2025Q4: 46,813 shares; 2026Q1: 28,849 shares 28,849 $990K 0.07% -17,964 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: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 3,976 shares; 2026Q1: 7,411 shares 7,411 $971K 0.07% +3,435 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,462 shares; 2024Q4: 37,516 shares; 2025Q1: 35,859 shares; 2025Q2: 33,147 shares; 2025Q3: 32,776 shares; 2025Q4: 30,390 shares; 2026Q1: 28,050 shares 28,050 $945K 0.07% -2,340 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: 3,611 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares; 2026Q1: 3,095 shares 3,095 $936K 0.07% -500 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: 7,390 shares; 2024Q4: 7,390 shares; 2025Q1: 7,390 shares; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares; 2026Q1: 6,890 shares 6,890 $903K 0.06% 0 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: 6,417 shares; 2024Q4: 6,417 shares; 2025Q1: 6,417 shares; 2025Q2: 6,417 shares; 2025Q3: 6,417 shares; 2025Q4: 6,417 shares; 2026Q1: 6,417 shares 6,417 $871K 0.06% 0 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: 5,975 shares; 2024Q4: 5,709 shares; 2025Q1: 4,709 shares; 2025Q2: 4,709 shares; 2025Q3: 4,709 shares; 2025Q4: 4,119 shares; 2026Q1: 4,119 shares 4,119 $856K 0.06% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 6,600 shares; 2025Q1: 6,645 shares; 2025Q2: 6,672 shares; 2025Q3: 7,038 shares; 2025Q4: 7,095 shares; 2026Q1: 4,828 shares 4,828 $831K 0.06% -2,267 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,400 shares; 2026Q1: 12,400 shares 12,400 $801K 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 2,175 shares; 2026Q1: 2,361 shares 2,361 $798K 0.06% +186 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares 3,405 $785K 0.06% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,367 shares 8,367 $778K 0.05% +17 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares 1,965 $775K 0.05% 0 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: 6,293 shares; 2024Q4: 6,272 shares; 2025Q1: 5,614 shares; 2025Q2: 5,550 shares; 2025Q3: 5,680 shares; 2025Q4: 5,680 shares; 2026Q1: 5,214 shares 5,214 $753K 0.05% -466 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: 7,800 shares; 2024Q4: 7,050 shares; 2025Q1: 6,934 shares; 2025Q2: 5,092 shares; 2025Q3: 4,297 shares; 2025Q4: 4,001 shares; 2026Q1: 3,701 shares 3,701 $751K 0.05% -300 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: 354,666 shares; 2024Q4: 338,396 shares; 2025Q1: 136,166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,475 shares; 2026Q1: 2,975 shares 2,975 $745K 0.05% +500 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: 15,732 shares; 2024Q4: 15,732 shares; 2025Q1: 15,732 shares; 2025Q2: 14,492 shares; 2025Q3: 14,992 shares; 2025Q4: 14,992 shares; 2026Q1: 14,992 shares 14,992 $731K 0.05% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,225 shares; 2024Q4: 17,225 shares; 2025Q1: 17,225 shares; 2025Q2: 17,225 shares; 2025Q3: 17,225 shares; 2025Q4: 17,225 shares; 2026Q1: 17,225 shares 17,225 $721K 0.05% 0 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: 11,418 shares; 2024Q4: 9,984 shares; 2025Q1: 9,984 shares; 2025Q2: 9,888 shares; 2025Q3: 9,888 shares; 2025Q4: 9,888 shares; 2026Q1: 9,888 shares 9,888 $690K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $652K 0.05% 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: 3,823 shares; 2024Q4: 2,894 shares; 2025Q1: 2,882 shares; 2025Q2: 2,862 shares; 2025Q3: 2,862 shares; 2025Q4: 2,862 shares; 2026Q1: 4,154 shares 4,154 $645K 0.05% +1,292 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares 4,110 $639K 0.05% 0 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: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 7,500 shares 7,500 $633K 0.04% +5,000 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: 1,808 shares; 2024Q4: 974 shares; 2025Q1: 622 shares; 2025Q2: 722 shares; 2025Q3: 622 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632 $630K 0.04% 0 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: 9,115 shares; 2024Q4: 9,115 shares; 2025Q1: 9,115 shares; 2025Q2: 9,115 shares; 2025Q3: 9,115 shares; 2025Q4: 9,115 shares; 2026Q1: 9,115 shares 9,115 $624K 0.04% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,858 shares; 2024Q4: 9,858 shares; 2025Q1: 9,858 shares; 2025Q2: 9,858 shares; 2025Q3: 9,858 shares; 2025Q4: 9,858 shares; 2026Q1: 9,858 shares 9,858 $614K 0.04% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,881 shares 15,881 $610K 0.04% 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $608K 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,612 shares 12,612 $593K 0.04% new 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: 6,429 shares; 2024Q4: 6,124 shares; 2025Q1: 6,124 shares; 2025Q2: 6,124 shares; 2025Q3: 6,124 shares; 2025Q4: 5,624 shares; 2026Q1: 4,605 shares 4,605 $572K 0.04% -1,019 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,658 shares 19,658 $559K 0.04% new 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: 7,783 shares; 2024Q4: 7,283 shares; 2025Q1: 7,283 shares; 2025Q2: 7,283 shares; 2025Q3: 7,283 shares; 2025Q4: 7,283 shares; 2026Q1: 7,175 shares 7,175 $557K 0.04% -108 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,545 shares; 2026Q1: 8,993 shares 8,993 $549K 0.04% +448 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: 16,433 shares; 2024Q4: 15,358 shares; 2025Q1: 15,358 shares; 2025Q2: 15,358 shares; 2025Q3: 15,058 shares; 2025Q4: 15,058 shares; 2026Q1: 14,058 shares 14,058 $537K 0.04% -1,000 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,132 shares; 2024Q4: 70,365 shares; 2025Q1: 65,812 shares; 2025Q2: 60,001 shares; 2025Q3: 60,001 shares; 2025Q4: 50,109 shares; 2026Q1: 49,340 shares 49,340 $530K 0.04% -769 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: 777 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $519K 0.04% 0 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: 86,182 shares; 2024Q4: 85,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 4,646 shares; 2026Q1: 3,684 shares 3,684 $513K 0.04% -962 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: 5,729 shares; 2024Q4: 5,564 shares; 2025Q1: 4,830 shares; 2025Q2: 4,822 shares; 2025Q3: 4,604 shares; 2025Q4: 4,521 shares; 2026Q1: 4,337 shares 4,337 $513K 0.04% -184 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 16,227 shares; 2025Q1: 21,427 shares; 2025Q2: 20,417 shares; 2025Q3: 19,973 shares; 2025Q4: 19,098 shares; 2026Q1: 14,199 shares 14,199 $495K 0.03% -4,899 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,686 shares; 2025Q1: 3,686 shares; 2025Q2: 3,686 shares; 2025Q3: 3,686 shares; 2025Q4: 4,996 shares; 2026Q1: 2,498 shares 2,498 $493K 0.03% -2,498 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 1,645 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,576 shares 1,576 $490K 0.03% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,416 shares; 2026Q1: 4,521 shares 4,521 $488K 0.03% +1,105 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: 1,335 shares; 2026Q1: 1,435 shares 1,435 $485K 0.03% +100 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: 8,714 shares; 2024Q4: 9,214 shares; 2025Q1: 9,214 shares; 2025Q2: 9,179 shares; 2025Q3: 9,179 shares; 2025Q4: 9,129 shares; 2026Q1: 8,413 shares 8,413 $485K 0.03% -716 Timeline IVLU 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: 12,000 shares 12,000 $476K 0.03% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,100 shares; 2026Q1: 15,100 shares 15,100 $455K 0.03% 0 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: 2,078 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares 2,356 $452K 0.03% 0 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares 21,000 $436K 0.03% 0 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 11,000 shares; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares; 2026Q1: 23,500 shares 23,500 $436K 0.03% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,455 shares; 2025Q1: 1,600 shares; 2025Q2: 1,700 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,455 shares 1,455 $430K 0.03% -200 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: 94,166 shares; 2024Q4: 85,460 shares; 2025Q1: 62,745 shares; 2025Q2: 20,688 shares; 2025Q3: 7,708 shares; 2025Q4: 6,344 shares; 2026Q1: 5,029 shares 5,029 $429K 0.03% -1,315 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $428K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 6,190 shares; 2025Q1: 6,190 shares; 2025Q2: not reported; 2025Q3: 5,005 shares; 2025Q4: not reported; 2026Q1: 6,503 shares 6,503 $423K 0.03% new Timeline CXM SPRINKLR INC More: the full row for SPRINKLR 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: 90,150 shares; 2025Q4: 90,150 shares; 2026Q1: 70,150 shares 70,150 $421K 0.03% -20,000 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,989 shares 3,989 $418K 0.03% 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: 2,714 shares; 2024Q4: 2,714 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $412K 0.03% 0 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: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares 2,015 $409K 0.03% 0 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: 13,010 shares; 2024Q4: 11,550 shares; 2025Q1: 16,030 shares; 2025Q2: 11,030 shares; 2025Q3: 10,642 shares; 2025Q4: 7,300 shares; 2026Q1: 3,306 shares 3,306 $407K 0.03% -3,994 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: 1,934 shares; 2024Q4: 1,734 shares; 2025Q1: 1,534 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,644 shares; 2026Q1: 1,644 shares 1,644 $406K 0.03% 0 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 6,092 shares 6,092 $404K 0.03% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 3,306 shares; 2026Q1: 3,377 shares 3,377 $404K 0.03% +71 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,353 shares 1,353 $403K 0.03% new Timeline JHI HANCOCK JOHN INVS TR More: the full row for HANCOCK JOHN INVS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,813 shares; 2024Q4: 30,813 shares; 2025Q1: 30,813 shares; 2025Q2: 30,813 shares; 2025Q3: 30,813 shares; 2025Q4: 30,813 shares; 2026Q1: 30,813 shares 30,813 $398K 0.03% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,900 shares; 2024Q4: 41,900 shares; 2025Q1: 41,900 shares; 2025Q2: 41,900 shares; 2025Q3: 54,900 shares; 2025Q4: 41,700 shares; 2026Q1: 27,820 shares 27,820 $396K 0.03% -13,880 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: 2,740 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $391K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 1,860 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $391K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $388K 0.03% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $381K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares 2,580 $377K 0.03% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 16,000 shares; 2025Q3: 12,500 shares; 2025Q4: 13,002 shares; 2026Q1: 12,358 shares 12,358 $377K 0.03% -644 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: 17,128 shares; 2024Q4: 15,000 shares; 2025Q1: 11,400 shares; 2025Q2: 11,175 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $369K 0.03% 0 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,499 shares; 2024Q4: 16,499 shares; 2025Q1: 16,499 shares; 2025Q2: 16,499 shares; 2025Q3: 16,499 shares; 2025Q4: 16,499 shares; 2026Q1: 16,499 shares 16,499 $369K 0.03% 0 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: 5,618 shares; 2024Q4: 5,173 shares; 2025Q1: 3,573 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 4,527 shares; 2026Q1: 3,877 shares 3,877 $360K 0.03% -650 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $357K 0.03% 0 Timeline VDC 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: 2,580 shares; 2024Q4: 2,205 shares; 2025Q1: 2,205 shares; 2025Q2: 2,205 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 1,565 shares 1,565 $351K 0.02% -640 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: 5,935 shares; 2024Q4: 4,935 shares; 2025Q1: 4,935 shares; 2025Q2: 4,935 shares; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: 4,935 shares 4,935 $346K 0.02% 0 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: 1,970 shares; 2024Q4: 1,650 shares; 2025Q1: 1,525 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $343K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $339K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 3,685 shares; 2025Q1: 1,225 shares; 2025Q2: 1,215 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $338K 0.02% 0 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: 3,298 shares; 2024Q4: 3,757 shares; 2025Q1: 3,757 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,757 shares; 2026Q1: 3,757 shares 3,757 $330K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,587 shares; 2024Q4: 11,364 shares; 2025Q1: 11,364 shares; 2025Q2: 11,364 shares; 2025Q3: 11,364 shares; 2025Q4: 13,104 shares; 2026Q1: 11,364 shares 11,364 $326K 0.02% -1,740 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,000 shares 5,000 $321K 0.02% -750 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,620 shares; 2024Q4: 5,620 shares; 2025Q1: 5,620 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 5,620 shares; 2026Q1: 5,620 shares 5,620 $321K 0.02% 0 Timeline HECA 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: 11,092 shares 11,092 $320K 0.02% 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: 1,445 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $315K 0.02% 0 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: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,567 shares 1,567 $312K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,230 shares 3,230 $311K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,613 shares; 2025Q1: 2,613 shares; 2025Q2: 2,363 shares; 2025Q3: 2,383 shares; 2025Q4: 2,333 shares; 2026Q1: 2,033 shares 2,033 $308K 0.02% -300 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares 1,084 $303K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares 711 $302K 0.02% 0 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,317 shares; 2024Q4: 27,372 shares; 2025Q1: 24,518 shares; 2025Q2: 20,638 shares; 2025Q3: 20,638 shares; 2025Q4: 17,921 shares; 2026Q1: 17,064 shares 17,064 $301K 0.02% -857 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: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650 $298K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $298K 0.02% 0 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: 899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $295K 0.02% 0 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: 4,624 shares; 2024Q4: 4,399 shares; 2025Q1: 3,964 shares; 2025Q2: 3,929 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares; 2026Q1: 3,818 shares 3,818 $294K 0.02% -111 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: 1,658 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares 1,449 $287K 0.02% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,075 shares; 2024Q4: 16,675 shares; 2025Q1: 16,675 shares; 2025Q2: 16,675 shares; 2025Q3: 16,675 shares; 2025Q4: 16,675 shares; 2026Q1: 16,675 shares 16,675 $285K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares 2,399 $284K 0.02% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA 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: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $283K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $282K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,550 shares 7,550 $277K 0.02% +50 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,790 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $272K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,366 shares; 2025Q1: 3,366 shares; 2025Q2: 3,366 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares; 2026Q1: 3,366 shares 3,366 $272K 0.02% 0 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $263K 0.02% 0 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: 1,765 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares 1,765 $261K 0.02% 0 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: 947 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 712 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 791 shares 791 $260K 0.02% 0 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to 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: 7,655 shares 7,655 $260K 0.02% 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: 1,913 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 1,503 shares 1,503 $259K 0.02% -400 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: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $254K 0.02% 0 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $246K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $244K 0.02% 0 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $240K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares 180 $238K 0.02% 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: 783 shares; 2024Q4: 783 shares; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783 $237K 0.02% 0 Timeline EC ECOPETROL S A More: the full row for ECOPETROL 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: 14,200 shares; 2025Q4: 14,200 shares; 2026Q1: 15,758 shares 15,758 $236K 0.02% +1,558 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: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares 1,826 $234K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 339 shares 339 $231K 0.02% 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: 2,157 shares; 2024Q4: 2,153 shares; 2025Q1: 2,153 shares; 2025Q2: 2,103 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,000 shares 2,000 $230K 0.02% -103 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $226K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares; 2025Q4: 2,708 shares; 2026Q1: 1,114 shares 1,114 $220K 0.02% -1,594 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $219K 0.02% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares 1,108 $219K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 315 shares; 2026Q1: 312 shares 312 $218K 0.02% -3 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $214K 0.02% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,932 shares 2,932 $213K 0.02% new Timeline L LOEWS CORP More: the full row for LOEWS 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 $213K 0.02% 0 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: 14,616 shares; 2024Q4: 22,531 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 637 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $211K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 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: 725 shares; 2025Q3: 725 shares; 2025Q4: not reported; 2026Q1: 725 shares 725 $210K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares 2,399 $209K 0.01% 0 Timeline BBH 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: 1,100 shares; 2026Q1: 1,100 shares 1,100 $207K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares 4,440 $204K 0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 16,435 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares 9,400 $203K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,248 shares 2,248 $201K 0.01% new Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,957 shares; 2024Q4: 16,957 shares; 2025Q1: 16,957 shares; 2025Q2: 16,957 shares; 2025Q3: 16,957 shares; 2025Q4: 16,957 shares; 2026Q1: 16,957 shares 16,957 $196K 0.01% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 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 $188K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $172K 0.01% 0 Timeline CVRX CVRX INC More: the full row for CVRX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $142K 0.01% 0 Timeline BIVI BIOVIE INC More: the full row for BIOVIE 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: 75,010 shares; 2025Q4: 75,010 shares; 2026Q1: 75,010 shares 75,010 $105K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 13,115 shares; 2026Q1: 13,115 shares 13,115 $87K 0.01% 0 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $73K 0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,350 shares 10,350 $61K <0.01% +100 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,450 shares; 2024Q4: 71,700 shares; 2025Q1: 65,700 shares; 2025Q2: 48,200 shares; 2025Q3: 45,700 shares; 2025Q4: 43,200 shares; 2026Q1: 17,250 shares 17,250 $45K <0.01% -25,950 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares; 2026Q1: 16,100 shares 16,100 $40K <0.01% 0 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $32K <0.01% 0 Timeline