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: 133,028 shares; 2024Q4: 129,279 shares; 2025Q1: 140,627 shares; 2025Q2: 139,180 shares; 2025Q3: 138,755 shares; 2025Q4: 143,126 shares; 2026Q1: 150,464 shares 150,464 $38.2M 7.37% +7,338 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,057 shares; 2024Q4: 73,270 shares; 2025Q1: 66,206 shares; 2025Q2: 71,148 shares; 2025Q3: 70,681 shares; 2025Q4: 117,204 shares; 2026Q1: 130,662 shares 130,662 $22.8M 4.4% +13,458 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: 36,505 shares; 2024Q4: 37,155 shares; 2025Q1: 36,555 shares; 2025Q2: 35,710 shares; 2025Q3: 35,618 shares; 2025Q4: 38,672 shares; 2026Q1: 42,594 shares 42,594 $15.8M 3.04% +3,922 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: 54,274 shares; 2024Q4: 53,783 shares; 2025Q1: 55,413 shares; 2025Q2: 56,554 shares; 2025Q3: 58,065 shares; 2025Q4: 62,282 shares; 2026Q1: 68,595 shares 68,595 $14.3M 2.76% +6,313 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,628 shares; 2025Q1: 159,612 shares; 2025Q2: 166,382 shares; 2025Q3: 196,128 shares; 2025Q4: 249,401 shares; 2026Q1: 260,234 shares 260,234 $13.3M 2.56% +10,833 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,344 shares; 2024Q4: 195,687 shares; 2025Q1: 241,890 shares; 2025Q2: 277,092 shares; 2025Q3: 319,850 shares; 2025Q4: 456,337 shares; 2026Q1: 480,861 shares 480,861 $12.1M 2.33% +24,524 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,230 shares; 2024Q4: 278,382 shares; 2025Q1: 300,053 shares; 2025Q2: 309,925 shares; 2025Q3: 322,726 shares; 2025Q4: 350,652 shares; 2026Q1: 381,586 shares 381,586 $11.7M 2.26% +30,934 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: 9,961 shares; 2024Q4: 12,591 shares; 2025Q1: 12,458 shares; 2025Q2: 12,190 shares; 2025Q3: 12,197 shares; 2025Q4: 12,289 shares; 2026Q1: 15,598 shares 15,598 $10.2M 1.97% +3,309 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: 28,116 shares; 2024Q4: 27,158 shares; 2025Q1: 28,038 shares; 2025Q2: 28,245 shares; 2025Q3: 28,753 shares; 2025Q4: 29,102 shares; 2026Q1: 31,291 shares 31,291 $9.2M 1.78% +2,189 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: 23,957 shares; 2024Q4: 24,214 shares; 2025Q1: 23,996 shares; 2025Q2: 25,501 shares; 2025Q3: 26,143 shares; 2025Q4: 26,693 shares; 2026Q1: 29,333 shares 29,333 $8.44M 1.63% +2,640 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 275,925 shares; 2026Q1: 279,617 shares 279,617 $8.1M 1.56% +3,692 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: 14,138 shares; 2024Q4: 13,743 shares; 2025Q1: 14,768 shares; 2025Q2: 14,837 shares; 2025Q3: 15,245 shares; 2025Q4: 15,553 shares; 2026Q1: 16,411 shares 16,411 $7.86M 1.52% +858 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,484 shares; 2024Q4: 9,482 shares; 2025Q1: 9,617 shares; 2025Q2: 9,956 shares; 2025Q3: 10,124 shares; 2025Q4: 12,027 shares; 2026Q1: 13,449 shares 13,449 $7.69M 1.48% +1,422 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: 22,749 shares; 2024Q4: 22,662 shares; 2025Q1: 23,083 shares; 2025Q2: 23,861 shares; 2025Q3: 23,764 shares; 2025Q4: 23,469 shares; 2026Q1: 25,637 shares 25,637 $7.35M 1.42% +2,168 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,804 shares; 2024Q4: 61,978 shares; 2025Q1: 60,110 shares; 2025Q2: 69,071 shares; 2025Q3: 69,962 shares; 2025Q4: 62,422 shares; 2026Q1: 64,877 shares 64,877 $7.23M 1.39% +2,455 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,139 shares; 2024Q4: 47,302 shares; 2025Q1: 50,131 shares; 2025Q2: 54,797 shares; 2025Q3: 82,496 shares; 2025Q4: 93,873 shares; 2026Q1: 100,049 shares 100,049 $7.12M 1.37% +6,176 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: 11,390 shares; 2024Q4: 11,299 shares; 2025Q1: 14,956 shares; 2025Q2: 15,270 shares; 2025Q3: 16,182 shares; 2025Q4: 15,885 shares; 2026Q1: 19,025 shares 19,025 $7.07M 1.36% +3,140 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: 23,383 shares; 2024Q4: 22,909 shares; 2025Q1: 22,054 shares; 2025Q2: 22,267 shares; 2025Q3: 22,873 shares; 2025Q4: 23,408 shares; 2026Q1: 25,544 shares 25,544 $6.24M 1.2% +2,136 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 5,209 shares; 2025Q1: 9,618 shares; 2025Q2: 9,992 shares; 2025Q3: 9,622 shares; 2025Q4: 10,626 shares; 2026Q1: 10,403 shares 10,403 $6.22M 1.2% -223 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 8,007 shares; 2025Q1: 8,988 shares; 2025Q2: 9,503 shares; 2025Q3: 10,812 shares; 2025Q4: 12,129 shares; 2026Q1: 12,865 shares 12,865 $5.62M 1.08% +736 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: 22,942 shares; 2024Q4: 22,971 shares; 2025Q1: 23,659 shares; 2025Q2: 25,160 shares; 2025Q3: 26,205 shares; 2025Q4: 26,389 shares; 2026Q1: 26,605 shares 26,605 $5.5M 1.06% +216 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: 25,646 shares; 2024Q4: 25,573 shares; 2025Q1: 24,998 shares; 2025Q2: 24,803 shares; 2025Q3: 25,312 shares; 2025Q4: 25,641 shares; 2026Q1: 26,613 shares 26,613 $5.13M 0.99% +972 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 5,611 shares; 2025Q1: 6,970 shares; 2025Q2: 8,599 shares; 2025Q3: 9,066 shares; 2025Q4: 10,275 shares; 2026Q1: 11,627 shares 11,627 $5M 0.97% +1,352 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: 5,212 shares; 2024Q4: 5,266 shares; 2025Q1: 5,282 shares; 2025Q2: 5,312 shares; 2025Q3: 5,508 shares; 2025Q4: 5,550 shares; 2026Q1: 5,838 shares 5,838 $4.94M 0.95% +288 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: 7,080 shares; 2024Q4: 7,125 shares; 2025Q1: 7,124 shares; 2025Q2: 6,796 shares; 2025Q3: 7,953 shares; 2025Q4: 8,254 shares; 2026Q1: 7,159 shares 7,159 $4.66M 0.9% -1,095 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,179 shares; 2025Q2: 21,179 shares; 2025Q3: 21,195 shares; 2025Q4: 21,260 shares; 2026Q1: 21,477 shares 21,477 $4.59M 0.89% +217 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: 18,981 shares; 2024Q4: 18,967 shares; 2025Q1: 22,432 shares; 2025Q2: 22,958 shares; 2025Q3: 23,956 shares; 2025Q4: 24,968 shares; 2026Q1: 38,003 shares 38,003 $4.37M 0.84% +13,035 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: 9,696 shares; 2024Q4: 9,774 shares; 2025Q1: 11,496 shares; 2025Q2: 11,943 shares; 2025Q3: 12,370 shares; 2025Q4: 12,845 shares; 2026Q1: 13,694 shares 13,694 $4.14M 0.8% +849 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: 33,054 shares; 2024Q4: 33,126 shares; 2025Q1: 37,741 shares; 2025Q2: 38,442 shares; 2025Q3: 40,421 shares; 2025Q4: 41,104 shares; 2026Q1: 41,938 shares 41,938 $3.9M 0.75% +834 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,704 shares; 2025Q1: 3,664 shares; 2025Q2: 3,661 shares; 2025Q3: 3,623 shares; 2025Q4: 3,548 shares; 2026Q1: 3,816 shares 3,816 $3.8M 0.73% +268 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,741 shares; 2024Q4: 53,804 shares; 2025Q1: 65,649 shares; 2025Q2: 73,521 shares; 2025Q3: 89,820 shares; 2025Q4: 106,192 shares; 2026Q1: 121,019 shares 121,019 $3.75M 0.72% +14,827 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,707 shares 54,707 $3.65M 0.7% new 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: 8,741 shares; 2024Q4: 8,806 shares; 2025Q1: 8,960 shares; 2025Q2: 8,945 shares; 2025Q3: 9,233 shares; 2025Q4: 9,398 shares; 2026Q1: 10,264 shares 10,264 $3.38M 0.65% +866 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 16,120 shares; 2025Q1: 16,358 shares; 2025Q2: 15,230 shares; 2025Q3: 15,819 shares; 2025Q4: 16,354 shares; 2026Q1: 16,867 shares 16,867 $3.36M 0.65% +513 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 8,969 shares; 2025Q1: 9,134 shares; 2025Q2: 9,206 shares; 2025Q3: 9,812 shares; 2025Q4: 9,905 shares; 2026Q1: 10,232 shares 10,232 $3.33M 0.64% +327 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,248 shares; 2024Q4: 42,494 shares; 2025Q1: 42,838 shares; 2025Q2: 40,937 shares; 2025Q3: 43,539 shares; 2025Q4: 45,214 shares; 2026Q1: 45,820 shares 45,820 $3.33M 0.64% +606 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: 17,206 shares; 2024Q4: 17,200 shares; 2025Q1: 16,785 shares; 2025Q2: 17,983 shares; 2025Q3: 19,031 shares; 2025Q4: 19,530 shares; 2026Q1: 21,208 shares 21,208 $3.29M 0.64% +1,678 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,497 shares; 2024Q4: 24,285 shares; 2025Q1: 25,036 shares; 2025Q2: 24,431 shares; 2025Q3: 23,933 shares; 2025Q4: 24,195 shares; 2026Q1: 26,449 shares 26,449 $3.29M 0.63% +2,254 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 2,127 shares; 2025Q3: 18,774 shares; 2025Q4: 24,030 shares; 2026Q1: 24,684 shares 24,684 $3.26M 0.63% +654 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: 21,996 shares; 2024Q4: 21,996 shares; 2025Q1: 21,996 shares; 2025Q2: 21,996 shares; 2025Q3: 21,855 shares; 2025Q4: 21,855 shares; 2026Q1: 21,855 shares 21,855 $3.24M 0.62% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,611 shares; 2024Q4: 8,582 shares; 2025Q1: 8,617 shares; 2025Q2: 8,229 shares; 2025Q3: 8,678 shares; 2025Q4: 9,097 shares; 2026Q1: 10,006 shares 10,006 $3.11M 0.6% +909 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: 15,205 shares; 2024Q4: 15,264 shares; 2025Q1: 16,825 shares; 2025Q2: 17,045 shares; 2025Q3: 17,734 shares; 2025Q4: 18,021 shares; 2026Q1: 20,807 shares 20,807 $3.01M 0.58% +2,786 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 6,767 shares; 2025Q1: 6,768 shares; 2025Q2: 6,803 shares; 2025Q3: 7,400 shares; 2025Q4: 7,784 shares; 2026Q1: 8,387 shares 8,387 $2.95M 0.57% +603 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,751 shares; 2025Q3: 19,264 shares; 2025Q4: 96,454 shares; 2026Q1: 96,454 shares 96,454 $2.92M 0.56% 0 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: 11,015 shares; 2024Q4: 14,373 shares; 2025Q1: 15,221 shares; 2025Q2: 15,363 shares; 2025Q3: 15,639 shares; 2025Q4: 15,763 shares; 2026Q1: 17,177 shares 17,177 $2.91M 0.56% +1,414 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: 16,551 shares; 2024Q4: 16,816 shares; 2025Q1: 17,283 shares; 2025Q2: 18,120 shares; 2025Q3: 19,451 shares; 2025Q4: 20,489 shares; 2026Q1: 21,186 shares 21,186 $2.77M 0.54% +697 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,166 shares; 2025Q1: 3,920 shares; 2025Q2: 3,717 shares; 2025Q3: 4,111 shares; 2025Q4: 4,332 shares; 2026Q1: 4,485 shares 4,485 $2.71M 0.52% +153 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,470 shares; 2024Q4: 21,473 shares; 2025Q1: 22,410 shares; 2025Q2: 23,658 shares; 2025Q3: 23,267 shares; 2025Q4: 25,085 shares; 2026Q1: 29,529 shares 29,529 $2.65M 0.51% +4,444 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,424 shares; 2024Q4: 13,907 shares; 2025Q1: 14,480 shares; 2025Q2: 15,366 shares; 2025Q3: 16,989 shares; 2025Q4: 17,541 shares; 2026Q1: 19,946 shares 19,946 $2.63M 0.51% +2,405 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: 8,469 shares; 2024Q4: 8,355 shares; 2025Q1: 10,390 shares; 2025Q2: 10,390 shares; 2025Q3: 9,880 shares; 2025Q4: 9,811 shares; 2026Q1: 10,197 shares 10,197 $2.47M 0.48% +386 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: 2,152 shares; 2024Q4: 2,165 shares; 2025Q1: 2,534 shares; 2025Q2: 2,799 shares; 2025Q3: 2,801 shares; 2025Q4: 2,472 shares; 2026Q1: 2,590 shares 2,590 $2.38M 0.46% +118 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: 10,169 shares; 2024Q4: 9,205 shares; 2025Q1: 10,059 shares; 2025Q2: 10,267 shares; 2025Q3: 10,026 shares; 2025Q4: 10,144 shares; 2026Q1: 10,844 shares 10,844 $2.36M 0.45% +700 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 7,164 shares; 2025Q4: 6,770 shares; 2026Q1: 8,116 shares 8,116 $2.36M 0.45% +1,346 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,250 shares; 2025Q1: 12,227 shares; 2025Q2: 21,767 shares; 2025Q3: 23,311 shares; 2025Q4: 28,820 shares; 2026Q1: 30,466 shares 30,466 $2.29M 0.44% +1,646 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: 20,905 shares; 2024Q4: 20,952 shares; 2025Q1: 21,444 shares; 2025Q2: 21,834 shares; 2025Q3: 23,529 shares; 2025Q4: 24,853 shares; 2026Q1: 26,287 shares 26,287 $2.28M 0.44% +1,434 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: 3,547 shares; 2024Q4: 3,618 shares; 2025Q1: 3,623 shares; 2025Q2: 3,815 shares; 2025Q3: 4,212 shares; 2025Q4: 4,172 shares; 2026Q1: 3,931 shares 3,931 $2.27M 0.44% -241 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,466 shares; 2024Q4: 19,578 shares; 2025Q1: 20,304 shares; 2025Q2: 21,431 shares; 2025Q3: 22,917 shares; 2025Q4: 28,013 shares; 2026Q1: 31,671 shares 31,671 $2.16M 0.42% +3,658 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,614 shares; 2024Q4: 24,749 shares; 2025Q1: 24,971 shares; 2025Q2: 25,776 shares; 2025Q3: 28,292 shares; 2025Q4: 32,370 shares; 2026Q1: 33,708 shares 33,708 $2.16M 0.42% +1,338 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,712 shares; 2024Q4: 97,531 shares; 2025Q1: 61,500 shares; 2025Q2: 63,022 shares; 2025Q3: 63,022 shares; 2025Q4: 66,996 shares; 2026Q1: 66,996 shares 66,996 $2.12M 0.41% 0 Timeline IHDG 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: 20,742 shares; 2024Q4: 26,131 shares; 2025Q1: 27,280 shares; 2025Q2: 28,807 shares; 2025Q3: 31,583 shares; 2025Q4: 37,805 shares; 2026Q1: 43,788 shares 43,788 $2.11M 0.41% +5,983 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,862 shares; 2025Q4: 10,198 shares; 2026Q1: 10,897 shares 10,897 $1.96M 0.38% +699 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: 3,448 shares; 2024Q4: 3,509 shares; 2025Q1: 3,591 shares; 2025Q2: 3,691 shares; 2025Q3: 3,990 shares; 2025Q4: 4,208 shares; 2026Q1: 4,560 shares 4,560 $1.94M 0.37% +352 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: 15,419 shares; 2024Q4: 15,851 shares; 2025Q1: 16,507 shares; 2025Q2: 17,868 shares; 2025Q3: 19,954 shares; 2025Q4: 20,141 shares; 2026Q1: 22,555 shares 22,555 $1.92M 0.37% +2,414 Timeline CAAA FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,784 shares; 2025Q1: 47,087 shares; 2025Q2: 43,915 shares; 2025Q3: 50,160 shares; 2025Q4: 59,570 shares; 2026Q1: 94,307 shares 94,307 $1.91M 0.37% +34,737 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,700 shares; 2024Q4: 84,639 shares; 2025Q1: 87,578 shares; 2025Q2: 87,427 shares; 2025Q3: 95,962 shares; 2025Q4: 108,365 shares; 2026Q1: 99,598 shares 99,598 $1.89M 0.36% -8,767 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,087 shares; 2024Q4: 3,975 shares; 2025Q1: 4,095 shares; 2025Q2: 4,655 shares; 2025Q3: 5,137 shares; 2025Q4: 5,342 shares; 2026Q1: 6,893 shares 6,893 $1.87M 0.36% +1,551 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,759 shares; 2024Q4: 73,758 shares; 2025Q1: 73,759 shares; 2025Q2: 73,759 shares; 2025Q3: 72,149 shares; 2025Q4: 73,735 shares; 2026Q1: 73,735 shares 73,735 $1.86M 0.36% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,363 shares; 2025Q3: 69,503 shares; 2025Q4: 163,235 shares; 2026Q1: 173,235 shares 173,235 $1.8M 0.35% +10,000 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: 32,460 shares; 2024Q4: 31,267 shares; 2025Q1: 31,513 shares; 2025Q2: 37,322 shares; 2025Q3: 36,438 shares; 2025Q4: 37,737 shares; 2026Q1: 35,774 shares 35,774 $1.8M 0.35% -1,963 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,292 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 2,309 shares; 2025Q4: 2,249 shares; 2026Q1: 2,527 shares 2,527 $1.79M 0.35% +278 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,919 shares; 2024Q4: 29,271 shares; 2025Q1: 27,714 shares; 2025Q2: 26,480 shares; 2025Q3: 26,297 shares; 2025Q4: 26,186 shares; 2026Q1: 24,626 shares 24,626 $1.75M 0.34% -1,560 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,778 shares; 2025Q1: 2,880 shares; 2025Q2: 3,150 shares; 2025Q3: 3,241 shares; 2025Q4: 3,510 shares; 2026Q1: 5,614 shares 5,614 $1.74M 0.34% +2,104 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: 12,017 shares; 2024Q4: 12,918 shares; 2025Q1: 14,712 shares; 2025Q2: 14,602 shares; 2025Q3: 12,840 shares; 2025Q4: 12,487 shares; 2026Q1: 14,432 shares 14,432 $1.74M 0.33% +1,945 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: 3,379 shares; 2024Q4: 3,380 shares; 2025Q1: 5,532 shares; 2025Q2: 8,382 shares; 2025Q3: 6,942 shares; 2025Q4: 6,898 shares; 2026Q1: 7,047 shares 7,047 $1.71M 0.33% +149 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,234 shares; 2025Q1: 3,203 shares; 2025Q2: 3,203 shares; 2025Q3: 3,084 shares; 2025Q4: 3,026 shares; 2026Q1: 3,405 shares 3,405 $1.7M 0.33% +379 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 10,420 shares; 2025Q1: 10,545 shares; 2025Q2: 10,974 shares; 2025Q3: 10,788 shares; 2025Q4: 22,437 shares; 2026Q1: 27,438 shares 27,438 $1.68M 0.32% +5,001 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,231 shares; 2025Q3: 35,482 shares; 2025Q4: 31,685 shares; 2026Q1: 43,636 shares 43,636 $1.68M 0.32% +11,951 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,425 shares; 2024Q4: 18,330 shares; 2025Q1: 19,476 shares; 2025Q2: 20,535 shares; 2025Q3: 23,448 shares; 2025Q4: 25,363 shares; 2026Q1: 26,757 shares 26,757 $1.65M 0.32% +1,394 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,334 shares; 2024Q4: 22,968 shares; 2025Q1: 24,927 shares; 2025Q2: 27,626 shares; 2025Q3: 28,030 shares; 2025Q4: 27,850 shares; 2026Q1: 30,974 shares 30,974 $1.64M 0.32% +3,124 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,989 shares; 2025Q1: 3,945 shares; 2025Q2: 4,027 shares; 2025Q3: 4,621 shares; 2025Q4: 5,064 shares; 2026Q1: 5,408 shares 5,408 $1.55M 0.3% +344 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,729 shares; 2024Q4: 24,758 shares; 2025Q1: 41,888 shares; 2025Q2: 41,917 shares; 2025Q3: 41,947 shares; 2025Q4: 41,977 shares; 2026Q1: 40,487 shares 40,487 $1.53M 0.3% -1,490 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: 10,062 shares; 2024Q4: 10,209 shares; 2025Q1: 10,371 shares; 2025Q2: 10,816 shares; 2025Q3: 10,041 shares; 2025Q4: 10,169 shares; 2026Q1: 10,249 shares 10,249 $1.51M 0.29% +80 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: 8,348 shares; 2024Q4: 8,304 shares; 2025Q1: 8,353 shares; 2025Q2: 8,222 shares; 2025Q3: 7,982 shares; 2025Q4: 8,205 shares; 2026Q1: 9,177 shares 9,177 $1.47M 0.28% +972 Timeline SGOV 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: 14,465 shares 14,465 $1.46M 0.28% new 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: 7,376 shares; 2024Q4: 8,003 shares; 2025Q1: 8,074 shares; 2025Q2: 7,994 shares; 2025Q3: 8,145 shares; 2025Q4: 7,940 shares; 2026Q1: 8,752 shares 8,752 $1.45M 0.28% +812 Timeline DES 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: 39,781 shares; 2024Q4: 39,781 shares; 2025Q1: 39,781 shares; 2025Q2: 39,781 shares; 2025Q3: 39,781 shares; 2025Q4: 39,781 shares; 2026Q1: 39,781 shares 39,781 $1.43M 0.28% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 2,744 shares; 2025Q1: 2,739 shares; 2025Q2: 2,730 shares; 2025Q3: 1,551 shares; 2025Q4: 1,529 shares; 2026Q1: 1,619 shares 1,619 $1.41M 0.27% +90 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: 1,452 shares; 2024Q4: 1,411 shares; 2025Q1: 1,252 shares; 2025Q2: 1,275 shares; 2025Q3: 1,276 shares; 2025Q4: 13,404 shares; 2026Q1: 14,489 shares 14,489 $1.39M 0.27% +1,085 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: 5,600 shares; 2024Q4: 5,377 shares; 2025Q1: 7,014 shares; 2025Q2: 6,817 shares; 2025Q3: 7,038 shares; 2025Q4: 7,411 shares; 2026Q1: 9,498 shares 9,498 $1.39M 0.27% +2,087 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 7,438 shares; 2025Q1: 7,753 shares; 2025Q2: 8,302 shares; 2025Q3: 9,695 shares; 2025Q4: 9,712 shares; 2026Q1: 13,264 shares 13,264 $1.37M 0.27% +3,552 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,746 shares; 2024Q4: 67,299 shares; 2025Q1: 68,131 shares; 2025Q2: 67,909 shares; 2025Q3: 67,895 shares; 2025Q4: 68,529 shares; 2026Q1: 69,115 shares 69,115 $1.33M 0.26% +586 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: 24,123 shares; 2024Q4: 24,190 shares; 2025Q1: 23,538 shares; 2025Q2: 23,265 shares; 2025Q3: 21,991 shares; 2025Q4: 20,224 shares; 2026Q1: 21,517 shares 21,517 $1.3M 0.25% +1,293 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: 8,698 shares; 2024Q4: 8,698 shares; 2025Q1: 8,698 shares; 2025Q2: 8,544 shares; 2025Q3: 7,436 shares; 2025Q4: 7,437 shares; 2026Q1: 8,571 shares 8,571 $1.3M 0.25% +1,134 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: 7,984 shares; 2024Q4: 6,501 shares; 2025Q1: 6,501 shares; 2025Q2: 6,501 shares; 2025Q3: 6,501 shares; 2025Q4: 6,517 shares; 2026Q1: 6,527 shares 6,527 $1.28M 0.25% +10 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,789 shares; 2024Q4: 65,455 shares; 2025Q1: 70,225 shares; 2025Q2: 61,849 shares; 2025Q3: 56,531 shares; 2025Q4: 64,525 shares; 2026Q1: 66,481 shares 66,481 $1.26M 0.24% +1,956 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: 9,587 shares; 2024Q4: 10,670 shares; 2025Q1: 10,537 shares; 2025Q2: 10,888 shares; 2025Q3: 11,580 shares; 2025Q4: 23,401 shares; 2026Q1: 27,506 shares 27,506 $1.26M 0.24% +4,105 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,808 shares; 2025Q1: 5,193 shares; 2025Q2: 5,941 shares; 2025Q3: 5,942 shares; 2025Q4: 5,989 shares; 2026Q1: 6,753 shares 6,753 $1.23M 0.24% +764 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: 5,234 shares; 2024Q4: 5,106 shares; 2025Q1: 5,215 shares; 2025Q2: 5,104 shares; 2025Q3: 5,038 shares; 2025Q4: 4,952 shares; 2026Q1: 5,436 shares 5,436 $1.23M 0.24% +484 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: 16,996 shares; 2024Q4: 13,597 shares; 2025Q1: 13,597 shares; 2025Q2: 13,597 shares; 2025Q3: 13,597 shares; 2025Q4: 13,597 shares; 2026Q1: 13,597 shares 13,597 $1.21M 0.23% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 6,061 shares; 2025Q1: 6,627 shares; 2025Q2: 6,529 shares; 2025Q3: 6,407 shares; 2025Q4: 6,541 shares; 2026Q1: 8,053 shares 8,053 $1.21M 0.23% +1,512 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,091 shares; 2024Q4: 24,320 shares; 2025Q1: 22,662 shares; 2025Q2: 21,442 shares; 2025Q3: 19,279 shares; 2025Q4: 16,039 shares; 2026Q1: 14,582 shares 14,582 $1.2M 0.23% -1,457 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 2,145 shares; 2025Q1: 3,075 shares; 2025Q2: 3,105 shares; 2025Q3: 3,220 shares; 2025Q4: 3,295 shares; 2026Q1: 4,577 shares 4,577 $1.14M 0.22% +1,282 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: 3,593 shares; 2024Q4: 3,484 shares; 2025Q1: 3,501 shares; 2025Q2: 3,502 shares; 2025Q3: 3,404 shares; 2025Q4: 3,422 shares; 2026Q1: 3,737 shares 3,737 $1.13M 0.22% +315 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: 8,333 shares; 2024Q4: 8,351 shares; 2025Q1: 8,369 shares; 2025Q2: 8,386 shares; 2025Q3: 8,378 shares; 2025Q4: 8,490 shares; 2026Q1: 9,760 shares 9,760 $1.1M 0.21% +1,270 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 450 shares; 2025Q1: 2,491 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,247 shares; 2026Q1: 2,228 shares 2,228 $1.1M 0.21% -19 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: 8,805 shares; 2024Q4: 8,807 shares; 2025Q1: 9,013 shares; 2025Q2: 15,906 shares; 2025Q3: 12,036 shares; 2025Q4: 12,358 shares; 2026Q1: 13,891 shares 13,891 $1.08M 0.21% +1,533 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,717 shares; 2024Q4: 17,776 shares; 2025Q1: 17,962 shares; 2025Q2: 19,072 shares; 2025Q3: 19,119 shares; 2025Q4: 17,535 shares; 2026Q1: 21,838 shares 21,838 $1.06M 0.21% +4,303 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,442 shares; 2025Q1: 5,690 shares; 2025Q2: 5,683 shares; 2025Q3: 5,227 shares; 2025Q4: 5,118 shares; 2026Q1: 7,222 shares 7,222 $1.06M 0.2% +2,104 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,397 shares; 2024Q4: 9,886 shares; 2025Q1: 9,904 shares; 2025Q2: 9,862 shares; 2025Q3: 13,098 shares; 2025Q4: 11,596 shares; 2026Q1: 13,045 shares 13,045 $1.04M 0.2% +1,449 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 3,243 shares; 2025Q1: 3,423 shares; 2025Q2: 3,592 shares; 2025Q3: 3,827 shares; 2025Q4: 7,846 shares; 2026Q1: 5,406 shares 5,406 $1.04M 0.2% -2,440 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 10,893 shares; 2025Q1: 10,546 shares; 2025Q2: 9,832 shares; 2025Q3: 9,825 shares; 2025Q4: 9,752 shares; 2026Q1: 9,755 shares 9,755 $1.03M 0.2% +3 Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,225 shares 10,225 $1.02M 0.2% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,674 shares; 2025Q1: 8,333 shares; 2025Q2: 10,524 shares; 2025Q3: 10,451 shares; 2025Q4: 13,620 shares; 2026Q1: 18,008 shares 18,008 $1.02M 0.2% +4,388 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 2,713 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares; 2026Q1: 2,391 shares 2,391 $996K 0.19% +180 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $980K 0.19% 0 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,313 shares; 2024Q4: 20,787 shares; 2025Q1: 23,472 shares; 2025Q2: 23,288 shares; 2025Q3: 24,933 shares; 2025Q4: 30,217 shares; 2026Q1: 24,439 shares 24,439 $909K 0.18% -5,778 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,498 shares; 2024Q4: 60,329 shares; 2025Q1: 59,329 shares; 2025Q2: 49,407 shares; 2025Q3: 43,921 shares; 2025Q4: 19,060 shares; 2026Q1: 19,066 shares 19,066 $906K 0.17% +6 Timeline DON 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: 17,251 shares; 2024Q4: 17,251 shares; 2025Q1: 17,251 shares; 2025Q2: 17,251 shares; 2025Q3: 17,251 shares; 2025Q4: 17,251 shares; 2026Q1: 17,251 shares 17,251 $906K 0.17% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,829 shares; 2024Q4: 11,764 shares; 2025Q1: 11,349 shares; 2025Q2: 11,594 shares; 2025Q3: 12,773 shares; 2025Q4: 15,039 shares; 2026Q1: 16,368 shares 16,368 $885K 0.17% +1,329 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: 1,115 shares; 2024Q4: 1,136 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,135 shares; 2025Q4: 1,495 shares; 2026Q1: 2,063 shares 2,063 $880K 0.17% +568 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: 2,185 shares; 2024Q4: 2,363 shares; 2025Q1: 5,313 shares; 2025Q2: 5,713 shares; 2025Q3: 5,100 shares; 2025Q4: 4,631 shares; 2026Q1: 7,127 shares 7,127 $842K 0.16% +2,496 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,020 shares; 2024Q4: 185,451 shares; 2025Q1: 224,802 shares; 2025Q2: 145,538 shares; 2025Q3: 66,081 shares; 2025Q4: 153,007 shares; 2026Q1: 134,831 shares 134,831 $816K 0.16% -18,176 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,543 shares; 2026Q1: 32,393 shares 32,393 $809K 0.16% +850 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,799 shares; 2025Q2: 8,716 shares; 2025Q3: 8,616 shares; 2025Q4: 8,673 shares; 2026Q1: 8,922 shares 8,922 $806K 0.16% +249 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,279 shares; 2024Q4: 82,659 shares; 2025Q1: 125,822 shares; 2025Q2: 86,487 shares; 2025Q3: 97,799 shares; 2025Q4: 204,442 shares; 2026Q1: 154,638 shares 154,638 $803K 0.15% -49,804 Timeline ARTY 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: 11,690 shares; 2025Q4: 12,576 shares; 2026Q1: 16,727 shares 16,727 $778K 0.15% +4,151 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: 2,267 shares; 2024Q4: 2,277 shares; 2025Q1: 2,003 shares; 2025Q2: 1,887 shares; 2025Q3: 1,875 shares; 2025Q4: 2,143 shares; 2026Q1: 2,389 shares 2,389 $766K 0.15% +246 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,086 shares; 2025Q3: 34,481 shares; 2025Q4: 47,881 shares; 2026Q1: 48,285 shares 48,285 $764K 0.15% +404 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 6,827 shares; 2025Q1: 6,872 shares; 2025Q2: 7,172 shares; 2025Q3: 6,847 shares; 2025Q4: 6,976 shares; 2026Q1: 8,078 shares 8,078 $759K 0.15% +1,102 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: 5,093 shares; 2024Q4: 5,030 shares; 2025Q1: 5,188 shares; 2025Q2: 5,133 shares; 2025Q3: 5,137 shares; 2025Q4: 5,166 shares; 2026Q1: 5,791 shares 5,791 $759K 0.15% +625 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: 16,439 shares; 2024Q4: 15,710 shares; 2025Q1: 15,763 shares; 2025Q2: 21,986 shares; 2025Q3: 21,296 shares; 2025Q4: 22,277 shares; 2026Q1: 25,501 shares 25,501 $739K 0.14% +3,224 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 124 shares; 2025Q4: 134 shares; 2026Q1: 174 shares 174 $733K 0.14% +40 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,140 shares; 2025Q1: 3,154 shares; 2025Q2: 3,144 shares; 2025Q3: 3,147 shares; 2025Q4: 3,207 shares; 2026Q1: 3,757 shares 3,757 $729K 0.14% +550 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,885 shares; 2024Q4: not reported; 2025Q1: 6,546 shares; 2025Q2: 6,266 shares; 2025Q3: 5,968 shares; 2025Q4: 6,379 shares; 2026Q1: 7,314 shares 7,314 $705K 0.14% +935 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,585 shares; 2024Q4: 11,057 shares; 2025Q1: 11,039 shares; 2025Q2: 11,040 shares; 2025Q3: 3,540 shares; 2025Q4: 2,227 shares; 2026Q1: 2,480 shares 2,480 $704K 0.14% +253 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: 8,073 shares; 2024Q4: 8,075 shares; 2025Q1: 8,156 shares; 2025Q2: 8,113 shares; 2025Q3: 8,028 shares; 2025Q4: 8,060 shares; 2026Q1: 9,253 shares 9,253 $704K 0.14% +1,193 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,160 shares; 2025Q2: 2,591 shares; 2025Q3: 2,592 shares; 2025Q4: 5,261 shares; 2026Q1: 5,255 shares 5,255 $698K 0.13% -6 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: 7,750 shares; 2024Q4: 7,579 shares; 2025Q1: 7,666 shares; 2025Q2: 7,470 shares; 2025Q3: 7,083 shares; 2025Q4: 7,107 shares; 2026Q1: 6,737 shares 6,737 $692K 0.13% -370 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: 1,180 shares; 2024Q4: 1,161 shares; 2025Q1: 1,679 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,712 shares; 2026Q1: 1,897 shares 1,897 $678K 0.13% +185 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,945 shares; 2024Q4: 28,925 shares; 2025Q1: 29,385 shares; 2025Q2: 27,945 shares; 2025Q3: 27,945 shares; 2025Q4: 34,444 shares; 2026Q1: 36,444 shares 36,444 $670K 0.13% +2,000 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 7,005 shares; 2025Q1: 14,214 shares; 2025Q2: 14,501 shares; 2025Q3: 14,730 shares; 2025Q4: 15,693 shares; 2026Q1: 16,482 shares 16,482 $650K 0.13% +789 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,304 shares; 2026Q1: 1,448 shares 1,448 $647K 0.12% +144 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: 22,590 shares; 2024Q4: 17,769 shares; 2025Q1: 22,858 shares; 2025Q2: 24,344 shares; 2025Q3: 23,489 shares; 2025Q4: 23,598 shares; 2026Q1: 22,996 shares 22,996 $646K 0.12% -602 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 16,199 shares; 2025Q1: 12,855 shares; 2025Q2: 11,824 shares; 2025Q3: 10,768 shares; 2025Q4: 9,845 shares; 2026Q1: 8,252 shares 8,252 $637K 0.12% -1,593 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,874 shares; 2025Q1: 2,009 shares; 2025Q2: 1,939 shares; 2025Q3: 1,951 shares; 2025Q4: 2,009 shares; 2026Q1: 1,854 shares 1,854 $634K 0.12% -155 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,211 shares; 2025Q1: 2,213 shares; 2025Q2: 2,269 shares; 2025Q3: 2,233 shares; 2025Q4: 2,234 shares; 2026Q1: 2,963 shares 2,963 $633K 0.12% +729 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,664 shares; 2026Q1: 8,125 shares 8,125 $629K 0.12% +461 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,552 shares; 2026Q1: 26,060 shares 26,060 $617K 0.12% +4,508 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,846 shares; 2025Q1: 1,698 shares; 2025Q2: 1,753 shares; 2025Q3: 2,234 shares; 2025Q4: 2,249 shares; 2026Q1: 2,338 shares 2,338 $612K 0.12% +89 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,849 shares; 2025Q1: 1,969 shares; 2025Q2: 1,949 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares 1,940 $609K 0.12% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,966 shares; 2025Q1: 3,967 shares; 2025Q2: 3,888 shares; 2025Q3: 3,891 shares; 2025Q4: 3,903 shares; 2026Q1: 3,896 shares 3,896 $606K 0.12% -7 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,016 shares 6,016 $601K 0.12% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,255 shares; 2025Q1: 2,245 shares; 2025Q2: 4,984 shares; 2025Q3: 2,528 shares; 2025Q4: not reported; 2026Q1: 6,557 shares 6,557 $601K 0.12% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,898 shares; 2026Q1: 2,398 shares 2,398 $601K 0.12% -500 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: 1,558 shares; 2024Q4: 1,558 shares; 2025Q1: 2,583 shares; 2025Q2: 2,565 shares; 2025Q3: 2,320 shares; 2025Q4: 2,323 shares; 2026Q1: 2,874 shares 2,874 $598K 0.12% +551 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,425 shares; 2025Q4: 7,394 shares; 2026Q1: 7,170 shares 7,170 $563K 0.11% -224 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $549K 0.11% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,788 shares; 2024Q4: 4,788 shares; 2025Q1: 4,824 shares; 2025Q2: 4,824 shares; 2025Q3: 4,825 shares; 2025Q4: 4,893 shares; 2026Q1: 4,247 shares 4,247 $537K 0.1% -646 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 841 shares 841 $519K 0.1% 0 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: 1,369 shares; 2024Q4: 1,368 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,411 shares 1,411 $518K 0.1% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,182 shares; 2025Q3: 7,183 shares; 2025Q4: 7,136 shares; 2026Q1: 7,578 shares 7,578 $512K 0.1% +442 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,390 shares; 2025Q1: 6,338 shares; 2025Q2: 6,380 shares; 2025Q3: 6,228 shares; 2025Q4: 7,669 shares; 2026Q1: 6,242 shares 6,242 $512K 0.1% -1,427 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: 14,577 shares; 2024Q4: 14,195 shares; 2025Q1: 14,276 shares; 2025Q2: 14,276 shares; 2025Q3: 12,540 shares; 2025Q4: 12,095 shares; 2026Q1: 12,462 shares 12,462 $512K 0.1% +367 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: 821 shares; 2024Q4: 822 shares; 2025Q1: 718 shares; 2025Q2: 719 shares; 2025Q3: 725 shares; 2025Q4: 757 shares; 2026Q1: 946 shares 946 $509K 0.1% +189 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 242 shares; 2025Q1: 243 shares; 2025Q2: 3,640 shares; 2025Q3: 3,643 shares; 2025Q4: 3,516 shares; 2026Q1: 5,272 shares 5,272 $487K 0.09% +1,756 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,211 shares; 2025Q2: 4,211 shares; 2025Q3: 4,251 shares; 2025Q4: 4,211 shares; 2026Q1: 4,211 shares 4,211 $484K 0.09% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,570 shares; 2025Q1: 3,124 shares; 2025Q2: 2,603 shares; 2025Q3: 3,863 shares; 2025Q4: 4,626 shares; 2026Q1: 4,853 shares 4,853 $477K 0.09% +227 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 8,439 shares; 2025Q3: 8,044 shares; 2025Q4: 8,137 shares; 2026Q1: 9,560 shares 9,560 $469K 0.09% +1,423 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 4,068 shares; 2025Q1: 4,152 shares; 2025Q2: 4,152 shares; 2025Q3: 4,130 shares; 2025Q4: 4,117 shares; 2026Q1: 4,166 shares 4,166 $468K 0.09% +49 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: 5,843 shares; 2024Q4: 5,819 shares; 2025Q1: 6,686 shares; 2025Q2: 7,120 shares; 2025Q3: 2,648 shares; 2025Q4: 2,343 shares; 2026Q1: 2,469 shares 2,469 $461K 0.09% +126 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,927 shares; 2025Q2: 1,914 shares; 2025Q3: 1,914 shares; 2025Q4: 1,916 shares; 2026Q1: 1,831 shares 1,831 $458K 0.09% -85 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: 726 shares; 2025Q2: 806 shares; 2025Q3: 812 shares; 2025Q4: 818 shares; 2026Q1: 992 shares 992 $457K 0.09% +174 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,526 shares; 2025Q3: 2,634 shares; 2025Q4: 2,687 shares; 2026Q1: 3,279 shares 3,279 $457K 0.09% +592 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: 2,629 shares; 2024Q4: 2,628 shares; 2025Q1: 2,528 shares; 2025Q2: 3,364 shares; 2025Q3: 2,873 shares; 2025Q4: 2,984 shares; 2026Q1: 2,984 shares 2,984 $456K 0.09% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 7,200 shares; 2025Q3: 7,230 shares; 2025Q4: 7,366 shares; 2026Q1: 7,348 shares 7,348 $455K 0.09% -18 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 3,980 shares; 2025Q1: 3,882 shares; 2025Q2: 3,563 shares; 2025Q3: 3,575 shares; 2025Q4: 3,598 shares; 2026Q1: 3,720 shares 3,720 $451K 0.09% +122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares; 2026Q1: 3,891 shares 3,891 $441K 0.09% +1,919 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,272 shares; 2025Q3: 4,024 shares; 2025Q4: 4,144 shares; 2026Q1: 6,096 shares 6,096 $438K 0.08% +1,952 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 426 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 441 shares 441 $424K 0.08% -6 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,904 shares; 2024Q4: 4,535 shares; 2025Q1: 3,923 shares; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 3,764 shares; 2026Q1: 3,536 shares 3,536 $419K 0.08% -228 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,296 shares; 2025Q1: 1,298 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,238 shares; 2026Q1: 1,234 shares 1,234 $417K 0.08% -4 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,725 shares; 2025Q4: 6,500 shares; 2026Q1: 12,089 shares 12,089 $416K 0.08% +5,589 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: 7,641 shares; 2024Q4: 7,574 shares; 2025Q1: 7,835 shares; 2025Q2: 8,236 shares; 2025Q3: 8,207 shares; 2025Q4: 8,483 shares; 2026Q1: 6,202 shares 6,202 $409K 0.08% -2,281 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,510 shares; 2025Q4: 7,580 shares; 2026Q1: 10,064 shares 10,064 $402K 0.08% +2,484 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,368 shares; 2024Q4: 7,368 shares; 2025Q1: 8,568 shares; 2025Q2: 8,592 shares; 2025Q3: 8,592 shares; 2025Q4: 8,592 shares; 2026Q1: 8,592 shares 8,592 $397K 0.08% 0 Timeline FMNY FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10,662 shares; 2025Q1: 12,415 shares; 2025Q2: 11,232 shares; 2025Q3: 11,232 shares; 2025Q4: 11,232 shares; 2026Q1: 14,942 shares 14,942 $395K 0.08% +3,710 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: 1,389 shares; 2024Q4: not reported; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,610 shares 1,610 $393K 0.08% +221 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 14,820 shares; 2025Q1: 14,820 shares; 2025Q2: 14,935 shares; 2025Q3: 15,109 shares; 2025Q4: 15,282 shares; 2026Q1: 15,282 shares 15,282 $379K 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,727 shares; 2025Q1: 3,872 shares; 2025Q2: 3,662 shares; 2025Q3: 3,487 shares; 2025Q4: 3,207 shares; 2026Q1: 3,910 shares 3,910 $377K 0.07% +703 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 3,042 shares; 2026Q1: 4,039 shares 4,039 $374K 0.07% +997 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: not reported; 2026Q1: 1,105 shares 1,105 $373K 0.07% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares; 2026Q1: 1,814 shares 1,814 $369K 0.07% +400 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,143 shares 1,143 $366K 0.07% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,443 shares; 2025Q3: 3,017 shares; 2025Q4: 5,127 shares; 2026Q1: 6,206 shares 6,206 $366K 0.07% +1,079 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: 5,175 shares; 2024Q4: 4,946 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,669 shares; 2025Q4: 4,626 shares; 2026Q1: 6,345 shares 6,345 $366K 0.07% +1,719 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,076 shares; 2024Q4: not reported; 2025Q1: 6,776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,321 shares 5,321 $363K 0.07% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,420 shares; 2024Q4: 7,420 shares; 2025Q1: 7,827 shares; 2025Q2: 7,827 shares; 2025Q3: 7,827 shares; 2025Q4: 7,226 shares; 2026Q1: 7,226 shares 7,226 $360K 0.07% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $358K 0.07% 0 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: 1,965 shares; 2024Q4: 2,256 shares; 2025Q1: 2,164 shares; 2025Q2: 2,330 shares; 2025Q3: 2,260 shares; 2025Q4: 1,404 shares; 2026Q1: 1,276 shares 1,276 $356K 0.07% -128 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 6,330 shares; 2025Q4: 6,321 shares; 2026Q1: 7,681 shares 7,681 $353K 0.07% +1,360 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 500 shares; 2026Q1: 901 shares 901 $352K 0.07% +401 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,721 shares 4,721 $348K 0.07% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,075 shares; 2025Q2: 1,190 shares; 2025Q3: 1,131 shares; 2025Q4: 1,146 shares; 2026Q1: 1,811 shares 1,811 $343K 0.07% +665 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 5,908 shares; 2025Q1: 4,945 shares; 2025Q2: 4,945 shares; 2025Q3: 4,945 shares; 2025Q4: 4,945 shares; 2026Q1: 4,945 shares 4,945 $343K 0.07% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,105 shares 2,105 $340K 0.07% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 1,050 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,260 shares 1,260 $336K 0.06% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,632 shares 3,632 $336K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,129 shares 3,129 $334K 0.06% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 4,508 shares; 2025Q1: 4,384 shares; 2025Q2: 4,550 shares; 2025Q3: 4,407 shares; 2025Q4: 4,049 shares; 2026Q1: 3,768 shares 3,768 $334K 0.06% -281 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 970 shares 970 $333K 0.06% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,616 shares; 2025Q1: 1,641 shares; 2025Q2: 1,605 shares; 2025Q3: 1,607 shares; 2025Q4: 1,583 shares; 2026Q1: 1,613 shares 1,613 $328K 0.06% +30 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,427 shares; 2025Q3: 9,367 shares; 2025Q4: 9,094 shares; 2026Q1: 9,769 shares 9,769 $328K 0.06% +675 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,173 shares; 2026Q1: 1,140 shares 1,140 $327K 0.06% -33 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,467 shares 3,467 $327K 0.06% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500 $326K 0.06% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 14,486 shares 14,486 $326K 0.06% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 994 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,017 shares; 2025Q4: 1,073 shares; 2026Q1: 1,550 shares 1,550 $326K 0.06% +477 Timeline CRMT AMERICAS CAR-MART INC More: the full row for AMERICAS CAR-MART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 18,500 shares; 2025Q4: 20,400 shares; 2026Q1: 25,400 shares 25,400 $323K 0.06% +5,000 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,018 shares; 2025Q1: 1,979 shares; 2025Q2: 1,841 shares; 2025Q3: 1,875 shares; 2025Q4: 2,074 shares; 2026Q1: 1,624 shares 1,624 $322K 0.06% -450 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: 3,512 shares; 2024Q4: 3,512 shares; 2025Q1: not reported; 2025Q2: 2,151 shares; 2025Q3: 2,144 shares; 2025Q4: 2,202 shares; 2026Q1: 2,572 shares 2,572 $317K 0.06% +370 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,468 shares; 2026Q1: 1,444 shares 1,444 $316K 0.06% -24 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,489 shares 2,489 $314K 0.06% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 12,698 shares; 2025Q1: 12,124 shares; 2025Q2: 12,437 shares; 2025Q3: 3,845 shares; 2025Q4: 4,235 shares; 2026Q1: 4,077 shares 4,077 $312K 0.06% -158 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,662 shares; 2025Q1: 1,673 shares; 2025Q2: 1,662 shares; 2025Q3: 1,647 shares; 2025Q4: 1,657 shares; 2026Q1: 1,668 shares 1,668 $311K 0.06% +11 Timeline TSAT TELESAT CORP More: the full row for TELESAT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,607 shares; 2024Q4: 16,698 shares; 2025Q1: 15,698 shares; 2025Q2: 15,444 shares; 2025Q3: 14,624 shares; 2025Q4: 8,551 shares; 2026Q1: 8,551 shares 8,551 $310K 0.06% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,755 shares 19,755 $309K 0.06% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,818 shares 11,818 $309K 0.06% new Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly 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: 3,941 shares 3,941 $307K 0.06% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 7,443 shares; 2025Q1: 7,644 shares; 2025Q2: 7,644 shares; 2025Q3: 11,955 shares; 2025Q4: 11,843 shares; 2026Q1: 12,049 shares 12,049 $300K 0.06% +206 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: 5,423 shares; 2025Q3: 5,371 shares; 2025Q4: 5,329 shares; 2026Q1: 5,017 shares 5,017 $297K 0.06% -312 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,020 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: not reported; 2026Q1: 1,021 shares 1,021 $290K 0.06% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 5,677 shares; 2025Q1: 6,760 shares; 2025Q2: 7,560 shares; 2025Q3: 7,378 shares; 2025Q4: 7,862 shares; 2026Q1: 7,862 shares 7,862 $289K 0.06% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,700 shares; 2025Q2: 16,100 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $287K 0.06% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $287K 0.06% 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: 634 shares; 2024Q4: 672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 1,177 shares 1,177 $286K 0.06% +557 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 989 shares 989 $284K 0.05% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,236 shares; 2024Q4: 5,236 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,252 shares; 2025Q4: 5,252 shares; 2026Q1: 5,245 shares 5,245 $283K 0.05% -7 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 1,019 shares 1,019 $283K 0.05% +352 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,197 shares 2,197 $283K 0.05% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,861 shares; 2026Q1: 3,017 shares 3,017 $283K 0.05% +156 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,297 shares 1,297 $281K 0.05% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,329 shares 1,329 $281K 0.05% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,431 shares 2,431 $275K 0.05% +391 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,515 shares; 2025Q4: 2,567 shares; 2026Q1: 2,771 shares 2,771 $274K 0.05% +204 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 802 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 769 shares; 2026Q1: 833 shares 833 $274K 0.05% +64 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 2,159 shares 2,159 $273K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 6,580 shares; 2025Q1: 7,009 shares; 2025Q2: 7,012 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,359 shares 9,359 $269K 0.05% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $267K 0.05% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 12,276 shares; 2025Q1: 12,329 shares; 2025Q2: 12,304 shares; 2025Q3: 12,358 shares; 2025Q4: 12,659 shares; 2026Q1: 14,147 shares 14,147 $266K 0.05% +1,488 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,541 shares 2,541 $266K 0.05% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,959 shares 4,959 $266K 0.05% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 12,492 shares 12,492 $265K 0.05% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,089 shares 5,089 $265K 0.05% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares 1,090 $264K 0.05% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly 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: 2,017 shares 2,017 $262K 0.05% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,669 shares; 2024Q4: 35,690 shares; 2025Q1: 35,146 shares; 2025Q2: 18,900 shares; 2025Q3: 18,900 shares; 2025Q4: 18,030 shares; 2026Q1: 18,030 shares 18,030 $259K 0.05% 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: 482 shares; 2024Q4: 482 shares; 2025Q1: 484 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 488 shares; 2026Q1: 582 shares 582 $259K 0.05% +94 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,615 shares; 2024Q4: 142,615 shares; 2025Q1: 142,615 shares; 2025Q2: 167,615 shares; 2025Q3: 167,615 shares; 2025Q4: 167,615 shares; 2026Q1: 259,643 shares 259,643 $258K 0.05% +92,028 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,915 shares; 2025Q1: 1,916 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,938 shares; 2026Q1: 2,644 shares 2,644 $258K 0.05% +706 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 936 shares 936 $258K 0.05% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,091 shares 2,091 $255K 0.05% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,307 shares 4,307 $255K 0.05% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares 1,492 $252K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,579 shares 3,579 $250K 0.05% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,249 shares 2,249 $246K 0.05% new 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: 11,565 shares; 2024Q4: not reported; 2025Q1: 9,735 shares; 2025Q2: 13,923 shares; 2025Q3: 8,306 shares; 2025Q4: 5,685 shares; 2026Q1: 5,566 shares 5,566 $246K 0.05% -119 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,394 shares 3,394 $246K 0.05% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,070 shares 2,070 $246K 0.05% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,451 shares 1,451 $245K 0.05% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,173 shares 2,173 $245K 0.05% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,702 shares 2,702 $245K 0.05% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,046 shares 3,046 $244K 0.05% new Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,072 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $240K 0.05% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares 2,530 $239K 0.05% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,808 shares; 2024Q4: 10,830 shares; 2025Q1: 10,855 shares; 2025Q2: 10,125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,834 shares 9,834 $239K 0.05% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,350 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,048 shares; 2026Q1: 1,400 shares 1,400 $239K 0.05% +352 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,273 shares; 2026Q1: 4,185 shares 4,185 $238K 0.05% -88 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,945 shares 1,945 $235K 0.05% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,175 shares 3,175 $232K 0.04% new Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly 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: 24,186 shares 24,186 $232K 0.04% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,372 shares 1,372 $232K 0.04% new 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: 257 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175 $231K 0.04% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 581 shares 581 $230K 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: not reported; 2024Q4: 1,832 shares; 2025Q1: not reported; 2025Q2: 2,042 shares; 2025Q3: 1,798 shares; 2025Q4: 1,737 shares; 2026Q1: 1,843 shares 1,843 $229K 0.04% +106 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $229K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,377 shares 1,377 $227K 0.04% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,366 shares 7,366 $226K 0.04% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares 826 $226K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,839 shares 3,839 $226K 0.04% 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: 2,194 shares; 2024Q4: 2,429 shares; 2025Q1: 2,412 shares; 2025Q2: 2,311 shares; 2025Q3: 1,567 shares; 2025Q4: 1,317 shares; 2026Q1: 1,305 shares 1,305 $225K 0.04% -12 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,918 shares; 2025Q2: 3,918 shares; 2025Q3: 3,541 shares; 2025Q4: 3,541 shares; 2026Q1: 3,213 shares 3,213 $223K 0.04% -328 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,542 shares 1,542 $223K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 626 shares 626 $223K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares 855 $223K 0.04% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly 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: 4,805 shares 4,805 $222K 0.04% new Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $222K 0.04% 0 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,057 shares 5,057 $222K 0.04% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,201 shares 1,201 $220K 0.04% new Timeline MAS MASCO CORP More: the full row for MASCO 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: 3,641 shares 3,641 $220K 0.04% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: not reported; 2026Q1: 1,336 shares 1,336 $219K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,149 shares 1,149 $219K 0.04% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,717 shares 8,717 $217K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,120 shares 2,120 $217K 0.04% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,871 shares 4,871 $213K 0.04% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,118 shares 2,118 $212K 0.04% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,988 shares 1,988 $211K 0.04% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $210K 0.04% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: 1,981 shares 1,981 $210K 0.04% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 543 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares 715 $209K 0.04% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 870 shares 870 $208K 0.04% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045 shares 1,045 $207K 0.04% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 597 shares 597 $205K 0.04% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 2,915 shares; 2025Q4: 2,615 shares; 2026Q1: 2,770 shares 2,770 $205K 0.04% +155 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,473 shares 1,473 $205K 0.04% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly 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: 2,817 shares 2,817 $204K 0.04% new 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: 300 shares 300 $204K 0.04% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 16,371 shares; 2025Q1: 16,051 shares; 2025Q2: 15,176 shares; 2025Q3: 14,167 shares; 2025Q4: 14,411 shares; 2026Q1: 14,248 shares 14,248 $203K 0.04% -163 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,709 shares 1,709 $203K 0.04% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,927 shares 2,927 $203K 0.04% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 5,477 shares 5,477 $203K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares 586 $202K 0.04% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,809 shares 4,809 $202K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 854 shares 854 $202K 0.04% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,286 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,468 shares 2,468 $202K 0.04% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 3,137 shares 3,137 $201K 0.04% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,207 shares 2,207 $201K 0.04% new Timeline FOX FOX CORP More: the full row for FOX 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: 3,778 shares 3,778 $201K 0.04% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $200K 0.04% 0 Timeline QNTM QUANTUM BIOPHARMA LTD More: the full row for QUANTUM BIOPHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,116 shares 41,116 $199K 0.04% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 11,050 shares 11,050 $174K 0.03% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,857 shares; 2024Q4: 35,857 shares; 2025Q1: 35,457 shares; 2025Q2: 35,457 shares; 2025Q3: 33,901 shares; 2025Q4: 33,641 shares; 2026Q1: 33,489 shares 33,489 $168K 0.03% -152 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,150 shares; 2025Q2: 24,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,400 shares; 2026Q1: 10,480 shares 10,480 $151K 0.03% +80 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,770 shares 10,770 $124K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 50,000 shares; 2026Q1: 55,000 shares 55,000 $117K 0.02% +5,000 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 13,688 shares 13,688 $112K 0.02% new Timeline BZAI BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,333 shares; 2025Q4: 59,333 shares; 2026Q1: 59,333 shares 59,333 $108K 0.02% 0 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,757 shares; 2026Q1: 10,458 shares 10,458 $81.6K 0.02% -1,299 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX 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: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $51.8K 0.01% 0 Timeline MLGO MICROALGO INC More: the full row for MICROALGO 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: 14,800 shares; 2025Q4: 14,800 shares; 2026Q1: 14,800 shares 14,800 $51.5K 0.01% 0 Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS 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: 25,000 shares 25,000 $23K <0.01% new Timeline MVST MICROVAST HOLDINGS INC More: the full row for MICROVAST HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $22.5K <0.01% 0 Timeline WIMI WIMI HOLOGRAM CLOUD INC More: the full row for WIMI HOLOGRAM CLOUD 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $19.2K <0.01% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,100 shares 10,100 $15K <0.01% 0 Timeline