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: 161,248 shares; 2024Q4: 144,287 shares; 2025Q1: 123,645 shares; 2025Q2: 119,501 shares; 2025Q3: 116,986 shares; 2025Q4: 115,808 shares; 2026Q1: 116,523 shares 116,523 $36.1M 5.88% +715 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: 101,959 shares; 2024Q4: 103,932 shares; 2025Q1: 103,236 shares; 2025Q2: 100,329 shares; 2025Q3: 99,549 shares; 2025Q4: 96,765 shares; 2026Q1: 97,360 shares 97,360 $32.9M 5.37% +595 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: 66,296 shares; 2024Q4: 66,086 shares; 2025Q1: 71,140 shares; 2025Q2: 69,451 shares; 2025Q3: 71,223 shares; 2025Q4: 70,751 shares; 2026Q1: 71,374 shares 71,374 $26.4M 4.31% +623 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,361 shares; 2024Q4: 34,231 shares; 2025Q1: 35,621 shares; 2025Q2: 35,246 shares; 2025Q3: 35,360 shares; 2025Q4: 35,644 shares; 2026Q1: 35,781 shares 35,781 $19.6M 3.21% +137 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: 63,794 shares; 2024Q4: 64,411 shares; 2025Q1: 64,793 shares; 2025Q2: 64,611 shares; 2025Q3: 64,156 shares; 2025Q4: 64,540 shares; 2026Q1: 64,425 shares 64,425 $19M 3.09% -115 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: 62,452 shares; 2024Q4: 63,490 shares; 2025Q1: 66,168 shares; 2025Q2: 63,796 shares; 2025Q3: 63,964 shares; 2025Q4: 63,587 shares; 2026Q1: 63,729 shares 63,729 $18.3M 2.99% +142 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,160 shares; 2024Q4: 58,784 shares; 2025Q1: 53,064 shares; 2025Q2: 52,034 shares; 2025Q3: 52,523 shares; 2025Q4: 53,851 shares; 2026Q1: 54,358 shares 54,358 $13.8M 2.25% +507 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: 102,307 shares; 2024Q4: 104,024 shares; 2025Q1: 101,018 shares; 2025Q2: 101,072 shares; 2025Q3: 99,971 shares; 2025Q4: 112,149 shares; 2026Q1: 117,921 shares 117,921 $13.6M 2.21% +5,772 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: 630 shares; 2024Q4: 104,586 shares; 2025Q1: 111,470 shares; 2025Q2: 109,574 shares; 2025Q3: 109,930 shares; 2025Q4: 111,213 shares; 2026Q1: 112,831 shares 112,831 $12.7M 2.07% +1,618 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,293 shares; 2024Q4: 118,092 shares; 2025Q1: 120,115 shares; 2025Q2: 117,693 shares; 2025Q3: 116,008 shares; 2025Q4: 116,266 shares; 2026Q1: 116,562 shares 116,562 $12.3M 2% +296 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: 23,772 shares; 2024Q4: 23,866 shares; 2025Q1: 23,746 shares; 2025Q2: 21,959 shares; 2025Q3: 24,296 shares; 2025Q4: 23,941 shares; 2026Q1: 23,587 shares 23,587 $11.3M 1.84% -354 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,181 shares; 2024Q4: 202,273 shares; 2025Q1: 173,885 shares; 2025Q2: 173,105 shares; 2025Q3: 168,271 shares; 2025Q4: 194,397 shares; 2026Q1: 150,142 shares 150,142 $10.5M 1.72% -44,255 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: 26,699 shares; 2024Q4: 29,491 shares; 2025Q1: 29,189 shares; 2025Q2: 34,759 shares; 2025Q3: 34,796 shares; 2025Q4: 34,684 shares; 2026Q1: 34,794 shares 34,794 $10.5M 1.72% +110 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: 19,635 shares; 2024Q4: 21,357 shares; 2025Q1: 22,327 shares; 2025Q2: 14,360 shares; 2025Q3: 14,854 shares; 2025Q4: 14,568 shares; 2026Q1: 60,161 shares 60,161 $10.5M 1.71% +45,593 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: 33,704 shares; 2024Q4: 34,564 shares; 2025Q1: 35,274 shares; 2025Q2: 37,695 shares; 2025Q3: 38,587 shares; 2025Q4: 35,696 shares; 2026Q1: 35,797 shares 35,797 $10.3M 1.68% +101 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: 71,884 shares; 2024Q4: 62,343 shares; 2025Q1: 50,064 shares; 2025Q2: 45,056 shares; 2025Q3: 42,794 shares; 2025Q4: 42,624 shares; 2026Q1: 41,510 shares 41,510 $10.1M 1.66% -1,114 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: 25,086 shares; 2024Q4: 25,490 shares; 2025Q1: 27,310 shares; 2025Q2: 26,019 shares; 2025Q3: 25,861 shares; 2025Q4: 25,169 shares; 2026Q1: 23,330 shares 23,330 $10M 1.64% -1,839 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,437 shares; 2025Q2: 91,635 shares; 2025Q3: 90,749 shares; 2025Q4: 90,849 shares; 2026Q1: 91,413 shares 91,413 $8.29M 1.35% +564 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: 21,640 shares; 2024Q4: 30,497 shares; 2025Q1: 31,246 shares; 2025Q2: 32,290 shares; 2025Q3: 33,270 shares; 2025Q4: 36,438 shares; 2026Q1: 37,146 shares 37,146 $7.74M 1.26% +708 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,936 shares; 2024Q4: 81,403 shares; 2025Q1: 81,252 shares; 2025Q2: 80,616 shares; 2025Q3: 54,082 shares; 2025Q4: 53,397 shares; 2026Q1: 53,613 shares 53,613 $7.57M 1.23% +216 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: 31,121 shares; 2025Q1: 33,823 shares; 2025Q2: 33,430 shares; 2025Q3: 33,919 shares; 2025Q4: 34,421 shares; 2026Q1: 35,290 shares 35,290 $7.54M 1.23% +869 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: 20,707 shares; 2024Q4: 20,576 shares; 2025Q1: 21,291 shares; 2025Q2: 21,498 shares; 2025Q3: 21,166 shares; 2025Q4: 21,289 shares; 2026Q1: 20,867 shares 20,867 $7.46M 1.22% -422 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 14,288 shares; 2025Q1: 14,286 shares; 2025Q2: 14,370 shares; 2025Q3: 14,312 shares; 2025Q4: 14,156 shares; 2026Q1: 14,313 shares 14,313 $7.1M 1.16% +157 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: 95,991 shares; 2024Q4: 95,467 shares; 2025Q1: 96,871 shares; 2025Q2: 94,136 shares; 2025Q3: 131,881 shares; 2025Q4: 131,997 shares; 2026Q1: 131,375 shares 131,375 $6.4M 1.04% -622 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: 19,505 shares; 2024Q4: 25,581 shares; 2025Q1: 25,556 shares; 2025Q2: 25,368 shares; 2025Q3: 24,808 shares; 2025Q4: 19,598 shares; 2026Q1: 19,532 shares 19,532 $6.37M 1.04% -66 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: 101 shares; 2024Q4: 114 shares; 2025Q1: 13 shares; 2025Q2: 29,602 shares; 2025Q3: 30,227 shares; 2025Q4: 30,295 shares; 2026Q1: 31,102 shares 31,102 $6M 0.98% +807 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: 15,206 shares; 2024Q4: 15,132 shares; 2025Q1: 15,211 shares; 2025Q2: 15,025 shares; 2025Q3: 13,359 shares; 2025Q4: 13,159 shares; 2026Q1: 13,263 shares 13,263 $5.92M 0.97% +104 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: 29,659 shares; 2024Q4: 29,932 shares; 2025Q1: 28,778 shares; 2025Q2: 28,991 shares; 2025Q3: 27,887 shares; 2025Q4: 27,294 shares; 2026Q1: 26,795 shares 26,795 $5.83M 0.95% -499 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,625 shares; 2024Q4: 18,622 shares; 2025Q1: 17,762 shares; 2025Q2: 17,220 shares; 2025Q3: 16,918 shares; 2025Q4: 16,822 shares; 2026Q1: 16,752 shares 16,752 $5.59M 0.91% -70 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: 537 shares; 2024Q4: 552 shares; 2025Q1: 4,940 shares; 2025Q2: 5,270 shares; 2025Q3: 5,853 shares; 2025Q4: 9,456 shares; 2026Q1: 9,737 shares 9,737 $5.57M 0.91% +281 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: 650 shares; 2024Q4: 584 shares; 2025Q1: 462 shares; 2025Q2: 585 shares; 2025Q3: 587 shares; 2025Q4: 2,853 shares; 2026Q1: 5,875 shares 5,875 $5.4M 0.88% +3,022 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: 24,420 shares; 2024Q4: 24,551 shares; 2025Q1: 24,941 shares; 2025Q2: 24,653 shares; 2025Q3: 22,544 shares; 2025Q4: 21,712 shares; 2026Q1: 21,513 shares 21,513 $5.25M 0.86% -199 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,385 shares; 2024Q4: 14,530 shares; 2025Q1: 14,523 shares; 2025Q2: 14,659 shares; 2025Q3: 19,146 shares; 2025Q4: 14,150 shares; 2026Q1: 14,321 shares 14,321 $5.21M 0.85% +171 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,591 shares; 2025Q3: 52,397 shares; 2025Q4: 51,462 shares; 2026Q1: 53,516 shares 53,516 $4.73M 0.77% +2,054 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 22,178 shares; 2025Q4: 17,641 shares; 2026Q1: 22,368 shares 22,368 $4.7M 0.77% +4,727 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: 50,845 shares; 2024Q4: 50,379 shares; 2025Q1: 50,874 shares; 2025Q2: 48,166 shares; 2025Q3: 48,300 shares; 2025Q4: 49,008 shares; 2026Q1: 49,398 shares 49,398 $4.59M 0.75% +390 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: 135 shares; 2025Q2: 200 shares; 2025Q3: 17,769 shares; 2025Q4: 17,609 shares; 2026Q1: 18,259 shares 18,259 $4.58M 0.75% +650 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: 61,075 shares; 2024Q4: 61,389 shares; 2025Q1: 61,372 shares; 2025Q2: 58,659 shares; 2025Q3: 57,959 shares; 2025Q4: 59,201 shares; 2026Q1: 59,092 shares 59,092 $4.49M 0.73% -109 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 42,411 shares; 2026Q1: 54,560 shares 54,560 $4.33M 0.71% +12,149 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,194 shares; 2024Q4: 215,967 shares; 2025Q1: 214,963 shares; 2025Q2: 210,578 shares; 2025Q3: 207,908 shares; 2025Q4: 206,703 shares; 2026Q1: 207,343 shares 207,343 $4.29M 0.7% +640 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: 34,774 shares; 2024Q4: 37,717 shares; 2025Q1: 37,766 shares; 2025Q2: 37,097 shares; 2025Q3: 37,324 shares; 2025Q4: 37,520 shares; 2026Q1: 47,075 shares 47,075 $4.26M 0.7% +9,555 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,154 shares; 2025Q1: 15,796 shares; 2025Q2: 15,424 shares; 2025Q3: 15,156 shares; 2025Q4: 15,117 shares; 2026Q1: 15,207 shares 15,207 $4.14M 0.68% +90 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: 55,357 shares; 2024Q4: 53,120 shares; 2025Q1: 55,632 shares; 2025Q2: 56,858 shares; 2025Q3: 56,135 shares; 2025Q4: 56,815 shares; 2026Q1: 59,359 shares 59,359 $4.14M 0.68% +2,544 Timeline ICSH 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: 74,732 shares; 2024Q4: 74,853 shares; 2025Q1: 72,913 shares; 2025Q2: 74,145 shares; 2025Q3: 75,477 shares; 2025Q4: 76,938 shares; 2026Q1: 79,056 shares 79,056 $4M 0.65% +2,118 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,010 shares; 2024Q4: 19,142 shares; 2025Q1: 18,958 shares; 2025Q2: 18,977 shares; 2025Q3: 18,556 shares; 2025Q4: 18,640 shares; 2026Q1: 18,713 shares 18,713 $3.97M 0.65% +73 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,214 shares; 2024Q4: 26,792 shares; 2025Q1: 25,927 shares; 2025Q2: 26,309 shares; 2025Q3: 26,573 shares; 2025Q4: 25,503 shares; 2026Q1: 26,667 shares 26,667 $3.86M 0.63% +1,164 Timeline FNDF 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: 41,474 shares; 2024Q4: 45,221 shares; 2025Q1: 51,556 shares; 2025Q2: 61,135 shares; 2025Q3: 62,723 shares; 2025Q4: 62,800 shares; 2026Q1: 76,454 shares 76,454 $3.74M 0.61% +13,654 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: 79,459 shares; 2024Q4: 77,840 shares; 2025Q1: 76,592 shares; 2025Q2: 67,378 shares; 2025Q3: 66,254 shares; 2025Q4: 64,536 shares; 2026Q1: 64,798 shares 64,798 $3.67M 0.6% +262 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: 10,791 shares; 2024Q4: 11,002 shares; 2025Q1: 10,987 shares; 2025Q2: 11,275 shares; 2025Q3: 11,077 shares; 2025Q4: 11,183 shares; 2026Q1: 11,104 shares 11,104 $3.65M 0.6% -79 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,206 shares 39,206 $3.57M 0.58% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,506 shares 41,506 $3.52M 0.57% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,966 shares; 2024Q4: 59,753 shares; 2025Q1: 59,869 shares; 2025Q2: 61,558 shares; 2025Q3: 63,011 shares; 2025Q4: 64,906 shares; 2026Q1: 68,791 shares 68,791 $3.5M 0.57% +3,885 Timeline JEPQ 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: 65,896 shares; 2024Q4: 68,811 shares; 2025Q1: 67,315 shares; 2025Q2: 69,141 shares; 2025Q3: 67,886 shares; 2025Q4: 68,172 shares; 2026Q1: 62,185 shares 62,185 $3.45M 0.56% -5,987 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: 775 shares; 2024Q4: 798 shares; 2025Q1: 808 shares; 2025Q2: 792 shares; 2025Q3: 782 shares; 2025Q4: 782 shares; 2026Q1: 794 shares 794 $3.34M 0.55% +12 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: 10,616 shares; 2024Q4: 10,616 shares; 2025Q1: 10,412 shares; 2025Q2: 10,012 shares; 2025Q3: 10,079 shares; 2025Q4: 10,128 shares; 2026Q1: 10,100 shares 10,100 $3.24M 0.53% -28 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: 8,167 shares; 2024Q4: 7,796 shares; 2025Q1: 7,538 shares; 2025Q2: 7,350 shares; 2025Q3: 7,251 shares; 2025Q4: 6,489 shares; 2026Q1: 6,483 shares 6,483 $3.19M 0.52% -6 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,648 shares; 2024Q4: 47,599 shares; 2025Q1: 50,487 shares; 2025Q2: 50,805 shares; 2025Q3: 55,659 shares; 2025Q4: 56,449 shares; 2026Q1: 60,342 shares 60,342 $3.17M 0.52% +3,893 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,124 shares; 2024Q4: 107,889 shares; 2025Q1: 103,835 shares; 2025Q2: 101,772 shares; 2025Q3: 97,492 shares; 2025Q4: 93,288 shares; 2026Q1: 86,849 shares 86,849 $3.14M 0.51% -6,439 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: 27,558 shares; 2024Q4: 27,808 shares; 2025Q1: 27,736 shares; 2025Q2: 21,001 shares; 2025Q3: 21,166 shares; 2025Q4: 16,238 shares; 2026Q1: 20,642 shares 20,642 $2.98M 0.49% +4,404 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,129 shares; 2024Q4: 11,724 shares; 2025Q1: 11,741 shares; 2025Q2: 12,494 shares; 2025Q3: 12,619 shares; 2025Q4: 12,852 shares; 2026Q1: 13,057 shares 13,057 $2.86M 0.47% +205 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: 8,135 shares; 2024Q4: 9,300 shares; 2025Q1: 9,154 shares; 2025Q2: 9,253 shares; 2025Q3: 9,260 shares; 2025Q4: 9,079 shares; 2026Q1: 14,239 shares 14,239 $2.79M 0.46% +5,160 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,472 shares; 2024Q4: 17,710 shares; 2025Q1: 18,130 shares; 2025Q2: 17,707 shares; 2025Q3: 17,504 shares; 2025Q4: 17,582 shares; 2026Q1: 17,058 shares 17,058 $2.77M 0.45% -524 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,952 shares; 2024Q4: 15,727 shares; 2025Q1: 13,856 shares; 2025Q2: 13,775 shares; 2025Q3: 13,474 shares; 2025Q4: 12,894 shares; 2026Q1: 24,685 shares 24,685 $2.71M 0.44% +11,791 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 160 shares; 2025Q2: 1,052 shares; 2025Q3: 7,573 shares; 2025Q4: 7,861 shares; 2026Q1: 9,359 shares 9,359 $2.61M 0.43% +1,498 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: 2,527 shares; 2024Q4: 2,455 shares; 2025Q1: 2,405 shares; 2025Q2: 3,003 shares; 2025Q3: 3,028 shares; 2025Q4: 3,550 shares; 2026Q1: 3,819 shares 3,819 $2.28M 0.37% +269 Timeline SCHO 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: 32,927 shares; 2024Q4: 72,932 shares; 2025Q1: 76,689 shares; 2025Q2: 76,547 shares; 2025Q3: 79,461 shares; 2025Q4: 83,626 shares; 2026Q1: 92,219 shares 92,219 $2.24M 0.37% +8,593 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,747 shares; 2024Q4: 88,326 shares; 2025Q1: 93,723 shares; 2025Q2: 94,638 shares; 2025Q3: 95,884 shares; 2025Q4: 90,153 shares; 2026Q1: 102,180 shares 102,180 $2.23M 0.36% +12,027 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: 34,456 shares; 2024Q4: 101,386 shares; 2025Q1: 101,316 shares; 2025Q2: 99,103 shares; 2025Q3: 97,109 shares; 2025Q4: 102,924 shares; 2026Q1: 66,534 shares 66,534 $2.04M 0.33% -36,390 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: 199 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 499 shares; 2025Q3: 25,668 shares; 2025Q4: 26,246 shares; 2026Q1: 25,494 shares 25,494 $2.03M 0.33% -752 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: 23,396 shares; 2024Q4: 23,532 shares; 2025Q1: 21,732 shares; 2025Q2: 20,005 shares; 2025Q3: 20,014 shares; 2025Q4: 16,109 shares; 2026Q1: 15,759 shares 15,759 $1.99M 0.32% -350 Timeline JQUA 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: 31,841 shares; 2024Q4: 33,964 shares; 2025Q1: 37,038 shares; 2025Q2: 39,149 shares; 2025Q3: 38,466 shares; 2025Q4: 38,864 shares; 2026Q1: 31,537 shares 31,537 $1.93M 0.32% -7,327 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,769 shares; 2024Q4: 38,845 shares; 2025Q1: 23,163 shares; 2025Q2: 34,371 shares; 2025Q3: 34,666 shares; 2025Q4: 35,318 shares; 2026Q1: 37,141 shares 37,141 $1.89M 0.31% +1,823 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: 14,904 shares; 2024Q4: 11,490 shares; 2025Q1: 13,695 shares; 2025Q2: 13,505 shares; 2025Q3: 10,333 shares; 2025Q4: 10,091 shares; 2026Q1: 11,016 shares 11,016 $1.87M 0.3% +925 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: 44,416 shares; 2024Q4: 46,265 shares; 2025Q1: 47,683 shares; 2025Q2: 17,469 shares; 2025Q3: 9,459 shares; 2025Q4: 9,576 shares; 2026Q1: 12,577 shares 12,577 $1.85M 0.3% +3,001 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: 8,437 shares; 2024Q4: 9,734 shares; 2025Q1: 9,408 shares; 2025Q2: 12,208 shares; 2025Q3: 12,303 shares; 2025Q4: 12,336 shares; 2026Q1: 14,214 shares 14,214 $1.77M 0.29% +1,878 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: 18,750 shares; 2024Q4: 9,940 shares; 2025Q1: 9,840 shares; 2025Q2: 10,916 shares; 2025Q3: 11,172 shares; 2025Q4: 11,251 shares; 2026Q1: 12,001 shares 12,001 $1.76M 0.29% +750 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: 2,061 shares; 2024Q4: 1,924 shares; 2025Q1: 2,056 shares; 2025Q2: 2,044 shares; 2025Q3: 2,004 shares; 2025Q4: 2,063 shares; 2026Q1: 2,054 shares 2,054 $1.74M 0.28% -9 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: 15,873 shares; 2024Q4: 19,268 shares; 2025Q1: 18,319 shares; 2025Q2: 23,163 shares; 2025Q3: 20,422 shares; 2025Q4: 20,843 shares; 2026Q1: 25,581 shares 25,581 $1.73M 0.28% +4,738 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: 29,821 shares; 2024Q4: 30,997 shares; 2025Q1: 28,943 shares; 2025Q2: 30,686 shares; 2025Q3: 30,934 shares; 2025Q4: 31,460 shares; 2026Q1: 30,730 shares 30,730 $1.66M 0.27% -730 Timeline IBDT 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: 39,885 shares; 2024Q4: 43,085 shares; 2025Q1: 44,700 shares; 2025Q2: 45,205 shares; 2025Q3: 50,150 shares; 2025Q4: 61,672 shares; 2026Q1: 63,200 shares 63,200 $1.6M 0.26% +1,528 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,458 shares; 2025Q3: 13,870 shares; 2025Q4: 13,679 shares; 2026Q1: 16,758 shares 16,758 $1.57M 0.26% +3,079 Timeline IBDS 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: 25,898 shares; 2024Q4: 36,799 shares; 2025Q1: 46,462 shares; 2025Q2: 45,653 shares; 2025Q3: 49,183 shares; 2025Q4: 57,807 shares; 2026Q1: 61,533 shares 61,533 $1.49M 0.24% +3,726 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 23,238 shares; 2025Q1: 56,028 shares; 2025Q2: 47,430 shares; 2025Q3: 25,120 shares; 2025Q4: 25,708 shares; 2026Q1: 28,043 shares 28,043 $1.43M 0.23% +2,335 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: 814 shares; 2024Q4: 872 shares; 2025Q1: 2,898 shares; 2025Q2: 1,839 shares; 2025Q3: 1,847 shares; 2025Q4: 2,077 shares; 2026Q1: 2,095 shares 2,095 $1.36M 0.22% +18 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: 182 shares; 2024Q4: 533 shares; 2025Q1: 138 shares; 2025Q2: 128 shares; 2025Q3: 268 shares; 2025Q4: 2,828 shares; 2026Q1: 2,161 shares 2,161 $1.25M 0.2% -667 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: 78,180 shares; 2024Q4: 78,137 shares; 2025Q1: 69,339 shares; 2025Q2: 69,558 shares; 2025Q3: 65,191 shares; 2025Q4: 62,994 shares; 2026Q1: 59,271 shares 59,271 $1.13M 0.18% -3,723 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,997 shares; 2024Q4: 18,364 shares; 2025Q1: 21,209 shares; 2025Q2: 21,209 shares; 2025Q3: 21,212 shares; 2025Q4: 20,862 shares; 2026Q1: 20,250 shares 20,250 $1.09M 0.18% -612 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,687 shares; 2024Q4: 9,093 shares; 2025Q1: 6,397 shares; 2025Q2: 6,905 shares; 2025Q3: 6,907 shares; 2025Q4: 7,581 shares; 2026Q1: 7,409 shares 7,409 $1.01M 0.16% -172 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: 24,056 shares; 2024Q4: 15,301 shares; 2025Q1: 13,604 shares; 2025Q2: 12,160 shares; 2025Q3: 11,255 shares; 2025Q4: 7,360 shares; 2026Q1: 6,463 shares 6,463 $1M 0.16% -897 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 38,746 shares; 2025Q3: 38,746 shares; 2025Q4: 38,746 shares; 2026Q1: 38,746 shares 38,746 $959K 0.16% 0 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: 14,723 shares; 2024Q4: 14,723 shares; 2025Q1: 12,709 shares; 2025Q2: 13,435 shares; 2025Q3: 12,985 shares; 2025Q4: 10,166 shares; 2026Q1: 9,262 shares 9,262 $951K 0.16% -904 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,002 shares; 2024Q4: 17,421 shares; 2025Q1: 18,085 shares; 2025Q2: 18,265 shares; 2025Q3: 14,933 shares; 2025Q4: 16,694 shares; 2026Q1: 17,498 shares 17,498 $913K 0.15% +804 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,206 shares; 2024Q4: 2,676 shares; 2025Q1: 2,910 shares; 2025Q2: 3,526 shares; 2025Q3: 3,273 shares; 2025Q4: 6,758 shares; 2026Q1: 6,831 shares 6,831 $908K 0.15% +73 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,202 shares; 2024Q4: 26,713 shares; 2025Q1: 28,257 shares; 2025Q2: 28,179 shares; 2025Q3: 28,195 shares; 2025Q4: 26,342 shares; 2026Q1: 35,910 shares 35,910 $907K 0.15% +9,568 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: 13,827 shares; 2024Q4: 13,724 shares; 2025Q1: 13,069 shares; 2025Q2: 13,350 shares; 2025Q3: 13,400 shares; 2025Q4: 16,650 shares; 2026Q1: 11,566 shares 11,566 $897K 0.15% -5,084 Timeline FDN 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: 3,915 shares; 2024Q4: 3,865 shares; 2025Q1: 3,815 shares; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares 3,815 $893K 0.15% 0 Timeline QUS 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: 10,880 shares; 2024Q4: 10,957 shares; 2025Q1: 11,860 shares; 2025Q2: 11,360 shares; 2025Q3: 11,030 shares; 2025Q4: 11,073 shares; 2026Q1: 4,965 shares 4,965 $852K 0.14% -6,108 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 13,153 shares; 2025Q1: 13,668 shares; 2025Q2: 14,574 shares; 2025Q3: 14,874 shares; 2025Q4: 14,756 shares; 2026Q1: 9,959 shares 9,959 $843K 0.14% -4,797 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: 2,962 shares; 2024Q4: 2,808 shares; 2025Q1: 2,298 shares; 2025Q2: 442 shares; 2025Q3: 549 shares; 2025Q4: 2,433 shares; 2026Q1: 2,433 shares 2,433 $832K 0.14% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,517 shares; 2024Q4: 10,153 shares; 2025Q1: 6,562 shares; 2025Q2: 6,562 shares; 2025Q3: 6,562 shares; 2025Q4: 6,544 shares; 2026Q1: 6,423 shares 6,423 $823K 0.13% -121 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 993 shares; 2025Q1: 869 shares; 2025Q2: 1,028 shares; 2025Q3: 900 shares; 2025Q4: 835 shares; 2026Q1: 816 shares 816 $813K 0.13% -19 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,046 shares; 2024Q4: 13,047 shares; 2025Q1: 13,022 shares; 2025Q2: 12,439 shares; 2025Q3: 12,356 shares; 2025Q4: 11,741 shares; 2026Q1: 8,115 shares 8,115 $806K 0.13% -3,626 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,710 shares; 2024Q4: 10,717 shares; 2025Q1: 13,967 shares; 2025Q2: 10,369 shares; 2025Q3: 10,309 shares; 2025Q4: 10,263 shares; 2026Q1: 9,868 shares 9,868 $799K 0.13% -395 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: 235 shares; 2025Q1: 648 shares; 2025Q2: 852 shares; 2025Q3: 829 shares; 2025Q4: 608 shares; 2026Q1: 2,082 shares 2,082 $798K 0.13% +1,474 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,267 shares; 2024Q4: 15,270 shares; 2025Q1: 14,874 shares; 2025Q2: 14,878 shares; 2025Q3: 15,031 shares; 2025Q4: 15,115 shares; 2026Q1: 15,273 shares 15,273 $773K 0.13% +158 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: 5,799 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 6,550 shares; 2025Q3: 6,718 shares; 2025Q4: 11,830 shares; 2026Q1: 12,044 shares 12,044 $772K 0.13% +214 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 7,985 shares; 2025Q1: 7,963 shares; 2025Q2: 7,963 shares; 2025Q3: 7,963 shares; 2025Q4: 8,316 shares; 2026Q1: 7,912 shares 7,912 $769K 0.13% -404 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 4,093 shares; 2025Q1: 4,101 shares; 2025Q2: 6,116 shares; 2025Q3: 6,125 shares; 2025Q4: 6,133 shares; 2026Q1: 6,550 shares 6,550 $735K 0.12% +417 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,765 shares; 2024Q4: 9,722 shares; 2025Q1: 8,503 shares; 2025Q2: 8,418 shares; 2025Q3: 8,210 shares; 2025Q4: 8,236 shares; 2026Q1: 6,982 shares 6,982 $722K 0.12% -1,254 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: 1,496 shares; 2024Q4: 1,444 shares; 2025Q1: 1,377 shares; 2025Q2: 1,979 shares; 2025Q3: 1,980 shares; 2025Q4: 1,982 shares; 2026Q1: 2,874 shares 2,874 $713K 0.12% +892 Timeline IBDU 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: 450 shares; 2024Q4: 2,760 shares; 2025Q1: 7,335 shares; 2025Q2: 11,131 shares; 2025Q3: 16,074 shares; 2025Q4: 26,534 shares; 2026Q1: 29,435 shares 29,435 $685K 0.11% +2,901 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,873 shares; 2025Q1: 3,877 shares; 2025Q2: 3,931 shares; 2025Q3: 3,774 shares; 2025Q4: 3,678 shares; 2026Q1: 3,681 shares 3,681 $671K 0.11% +3 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: 1,416 shares; 2024Q4: 1,394 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,656 shares; 2026Q1: 1,572 shares 1,572 $670K 0.11% -84 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: 6,496 shares; 2024Q4: 3,184 shares; 2025Q1: 2,951 shares; 2025Q2: 3,161 shares; 2025Q3: 2,833 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares 2,812 $664K 0.11% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,643 shares; 2024Q4: 9,914 shares; 2025Q1: 3,825 shares; 2025Q2: 6,977 shares; 2025Q3: 7,061 shares; 2025Q4: 7,038 shares; 2026Q1: 8,395 shares 8,395 $660K 0.11% +1,357 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 4,395 shares; 2026Q1: 4,400 shares 4,400 $643K 0.1% +5 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,412 shares; 2024Q4: 17,141 shares; 2025Q1: 17,862 shares; 2025Q2: 18,345 shares; 2025Q3: 20,128 shares; 2025Q4: 27,034 shares; 2026Q1: 26,004 shares 26,004 $630K 0.1% -1,030 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: 4,468 shares; 2024Q4: 4,183 shares; 2025Q1: 4,033 shares; 2025Q2: 3,131 shares; 2025Q3: 2,481 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares 1,810 $625K 0.1% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS 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: 230 shares; 2026Q1: 4,901 shares 4,901 $624K 0.1% +4,671 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,942 shares; 2025Q1: 1,896 shares; 2025Q2: 1,897 shares; 2025Q3: 1,930 shares; 2025Q4: 1,936 shares; 2026Q1: 952 shares 952 $622K 0.1% -984 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 141 shares; 2025Q1: 131 shares; 2025Q2: 307 shares; 2025Q3: 2,129 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares 1,096 $617K 0.1% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,735 shares; 2024Q4: 11,247 shares; 2025Q1: 11,898 shares; 2025Q2: 11,489 shares; 2025Q3: 11,502 shares; 2025Q4: 11,515 shares; 2026Q1: 10,477 shares 10,477 $598K 0.1% -1,038 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: 627 shares; 2024Q4: 780 shares; 2025Q1: 783 shares; 2025Q2: 1,244 shares; 2025Q3: 1,398 shares; 2025Q4: 2,260 shares; 2026Q1: 2,369 shares 2,369 $574K 0.09% +109 Timeline SCHG 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: 4,950 shares; 2024Q4: 19,803 shares; 2025Q1: 18,740 shares; 2025Q2: 18,742 shares; 2025Q3: 18,693 shares; 2025Q4: 18,695 shares; 2026Q1: 18,703 shares 18,703 $545K 0.09% +8 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: 24,582 shares; 2024Q4: 13,487 shares; 2025Q1: 9,394 shares; 2025Q2: 3,396 shares; 2025Q3: 3,006 shares; 2025Q4: 4,446 shares; 2026Q1: 4,452 shares 4,452 $536K 0.09% +6 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares; 2025Q2: 5,330 shares; 2025Q3: 5,120 shares; 2025Q4: 4,990 shares; 2026Q1: 4,990 shares 4,990 $531K 0.09% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,251 shares 4,251 $523K 0.09% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,501 shares; 2025Q3: 3,239 shares; 2025Q4: 2,880 shares; 2026Q1: 2,267 shares 2,267 $521K 0.08% -613 Timeline GRID 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: 3,162 shares; 2024Q4: 3,165 shares; 2025Q1: 3,166 shares; 2025Q2: 3,172 shares; 2025Q3: 3,174 shares; 2025Q4: 3,176 shares; 2026Q1: 3,177 shares 3,177 $520K 0.08% +1 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,900 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 20,600 shares; 2026Q1: 19,825 shares 19,825 $508K 0.08% -775 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,163 shares; 2025Q1: 1,128 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $508K 0.08% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 397 shares; 2025Q3: 298 shares; 2025Q4: 338 shares; 2026Q1: 340 shares 340 $500K 0.08% +2 Timeline DGRS 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: 21,002 shares; 2024Q4: 22,455 shares; 2025Q1: 20,142 shares; 2025Q2: 20,914 shares; 2025Q3: 19,565 shares; 2025Q4: 18,257 shares; 2026Q1: 9,422 shares 9,422 $499K 0.08% -8,835 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,631 shares; 2025Q2: 2,082 shares; 2025Q3: 2,083 shares; 2025Q4: 4,887 shares; 2026Q1: 3,389 shares 3,389 $495K 0.08% -1,498 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,139 shares; 2025Q3: 8,139 shares; 2025Q4: 8,139 shares; 2026Q1: 8,139 shares 8,139 $485K 0.08% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 266 shares; 2026Q1: 2,268 shares 2,268 $472K 0.08% +2,002 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 9,836 shares; 2025Q1: 9,926 shares; 2025Q2: 9,118 shares; 2025Q3: 9,118 shares; 2025Q4: 9,054 shares; 2026Q1: 9,863 shares 9,863 $464K 0.08% +809 Timeline SCHV 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: 5,417 shares; 2024Q4: 16,250 shares; 2025Q1: 15,105 shares; 2025Q2: 15,106 shares; 2025Q3: 15,106 shares; 2025Q4: 15,040 shares; 2026Q1: 15,040 shares 15,040 $459K 0.07% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900 $457K 0.07% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,643 shares; 2026Q1: 1,582 shares 1,582 $454K 0.07% -61 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 420 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 637 shares; 2026Q1: 639 shares 639 $453K 0.07% +2 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,525 shares; 2024Q4: 6,538 shares; 2025Q1: 6,463 shares; 2025Q2: 5,428 shares; 2025Q3: 5,295 shares; 2025Q4: 4,830 shares; 2026Q1: 4,589 shares 4,589 $444K 0.07% -241 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $429K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,733 shares; 2024Q4: 7,754 shares; 2025Q1: 7,815 shares; 2025Q2: 9,502 shares; 2025Q3: 9,478 shares; 2025Q4: 9,518 shares; 2026Q1: 8,451 shares 8,451 $424K 0.07% -1,067 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $419K 0.07% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,207 shares 6,207 $404K 0.07% new Timeline IQDG 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: 20,690 shares; 2024Q4: 20,742 shares; 2025Q1: 21,713 shares; 2025Q2: 22,710 shares; 2025Q3: 23,090 shares; 2025Q4: 22,779 shares; 2026Q1: 10,031 shares 10,031 $403K 0.07% -12,748 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: 3,118 shares; 2024Q4: 3,146 shares; 2025Q1: 3,171 shares; 2025Q2: 3,457 shares; 2025Q3: 3,486 shares; 2025Q4: 3,514 shares; 2026Q1: 3,539 shares 3,539 $401K 0.07% +25 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,269 shares; 2025Q1: 9,725 shares; 2025Q2: 1,121 shares; 2025Q3: 1,221 shares; 2025Q4: 1,208 shares; 2026Q1: 1,317 shares 1,317 $398K 0.07% +109 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: 3,312 shares; 2024Q4: 3,320 shares; 2025Q1: 3,324 shares; 2025Q2: 3,331 shares; 2025Q3: 3,440 shares; 2025Q4: 3,344 shares; 2026Q1: 3,851 shares 3,851 $397K 0.06% +507 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: 7,510 shares; 2024Q4: 8,010 shares; 2025Q1: 8,885 shares; 2025Q2: 10,679 shares; 2025Q3: 10,308 shares; 2025Q4: 10,311 shares; 2026Q1: 10,314 shares 10,314 $390K 0.06% +3 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,149 shares; 2024Q4: 15,424 shares; 2025Q1: 15,718 shares; 2025Q2: 16,052 shares; 2025Q3: 16,427 shares; 2025Q4: 33,511 shares; 2026Q1: 34,124 shares 34,124 $390K 0.06% +613 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 2,682 shares; 2025Q1: 3,340 shares; 2025Q2: 6,043 shares; 2025Q3: 6,043 shares; 2025Q4: 7,268 shares; 2026Q1: 10,007 shares 10,007 $388K 0.06% +2,739 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: 31 shares; 2024Q4: 47 shares; 2025Q1: 290 shares; 2025Q2: 328 shares; 2025Q3: 429 shares; 2025Q4: 4,291 shares; 2026Q1: 3,955 shares 3,955 $380K 0.06% -336 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,515 shares; 2025Q2: 6,815 shares; 2025Q3: 6,840 shares; 2025Q4: 7,185 shares; 2026Q1: 7,199 shares 7,199 $360K 0.06% +14 Timeline IBDV 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: 258 shares; 2024Q4: 262 shares; 2025Q1: 805 shares; 2025Q2: 4,840 shares; 2025Q3: 5,452 shares; 2025Q4: 14,600 shares; 2026Q1: 16,362 shares 16,362 $358K 0.06% +1,762 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: 2,665 shares; 2024Q4: 1,115 shares; 2025Q1: 1,602 shares; 2025Q2: 1,793 shares; 2025Q3: 1,443 shares; 2025Q4: 1,669 shares; 2026Q1: 1,674 shares 1,674 $346K 0.06% +5 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,529 shares 2,529 $341K 0.06% +4 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,930 shares 2,930 $338K 0.06% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares; 2025Q4: 2,260 shares; 2026Q1: 2,237 shares 2,237 $331K 0.05% -23 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,781 shares; 2024Q4: 4,781 shares; 2025Q1: 4,531 shares; 2025Q2: 5,346 shares; 2025Q3: 5,101 shares; 2025Q4: 4,286 shares; 2026Q1: 3,886 shares 3,886 $326K 0.05% -400 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,661 shares; 2025Q1: 7,250 shares; 2025Q2: 5,911 shares; 2025Q3: 7,511 shares; 2025Q4: 7,873 shares; 2026Q1: 4,853 shares 4,853 $320K 0.05% -3,020 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 5,142 shares; 2025Q1: 6,426 shares; 2025Q2: 5,231 shares; 2025Q3: 4,897 shares; 2025Q4: 4,897 shares; 2026Q1: 1,897 shares 1,897 $314K 0.05% -3,000 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: 295 shares; 2025Q4: 4,252 shares; 2026Q1: 4,113 shares 4,113 $303K 0.05% -139 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,242 shares 2,242 $296K 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 1,326 shares; 2025Q1: 1,184 shares; 2025Q2: 802 shares; 2025Q3: 808 shares; 2025Q4: 1,241 shares; 2026Q1: 1,482 shares 1,482 $295K 0.05% +241 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,620 shares 3,620 $286K 0.05% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,160 shares; 2025Q1: 2,585 shares; 2025Q2: 2,997 shares; 2025Q3: 2,981 shares; 2025Q4: 2,983 shares; 2026Q1: 2,938 shares 2,938 $284K 0.05% -45 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,655 shares; 2026Q1: 3,661 shares 3,661 $282K 0.05% +6 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 12,430 shares; 2026Q1: 12,230 shares 12,230 $280K 0.05% -200 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $276K 0.04% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 5,668 shares; 2026Q1: 5,617 shares 5,617 $270K 0.04% -51 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,100 shares; 2025Q4: 4,221 shares; 2026Q1: 4,221 shares 4,221 $265K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 513 shares; 2025Q1: 604 shares; 2025Q2: 829 shares; 2025Q3: 703 shares; 2025Q4: 693 shares; 2026Q1: 705 shares 705 $262K 0.04% +12 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: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 68 shares; 2026Q1: 560 shares 560 $258K 0.04% +492 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: 4,725 shares; 2024Q4: 634 shares; 2025Q1: 609 shares; 2025Q2: 748 shares; 2025Q3: 749 shares; 2025Q4: 828 shares; 2026Q1: 830 shares 830 $258K 0.04% +2 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: 5,047 shares; 2024Q4: 5,047 shares; 2025Q1: 4,176 shares; 2025Q2: 3,723 shares; 2025Q3: 2,876 shares; 2025Q4: 1,134 shares; 2026Q1: 1,137 shares 1,137 $257K 0.04% +3 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 1,069 shares 1,069 $248K 0.04% +1,000 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: 4,578 shares; 2024Q4: 4,579 shares; 2025Q1: 3,880 shares; 2025Q2: 3,627 shares; 2025Q3: 2,277 shares; 2025Q4: 1,268 shares; 2026Q1: 1,270 shares 1,270 $247K 0.04% +2 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: 13,350 shares; 2024Q4: 17,100 shares; 2025Q1: 22,850 shares; 2025Q2: 22,500 shares; 2025Q3: 21,450 shares; 2025Q4: 17,290 shares; 2026Q1: 16,870 shares 16,870 $241K 0.04% -420 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 31,436 shares; 2025Q1: 31,614 shares; 2025Q2: 33,625 shares; 2025Q3: 34,455 shares; 2025Q4: 34,336 shares; 2026Q1: 7,756 shares 7,756 $240K 0.04% -26,580 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 3,312 shares; 2025Q1: 2,576 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,452 shares; 2026Q1: 2,551 shares 2,551 $239K 0.04% +99 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,642 shares; 2025Q1: 7,270 shares; 2025Q2: 10,491 shares; 2025Q3: 10,561 shares; 2025Q4: 8,257 shares; 2026Q1: 11,408 shares 11,408 $239K 0.04% +3,151 Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,009 shares; 2025Q2: 8,009 shares; 2025Q3: 7,394 shares; 2025Q4: 6,994 shares; 2026Q1: 6,994 shares 6,994 $236K 0.04% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 4,818 shares; 2025Q1: 5,203 shares; 2025Q2: 6,953 shares; 2025Q3: 5,953 shares; 2025Q4: 5,333 shares; 2026Q1: 6,138 shares 6,138 $236K 0.04% +805 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $232K 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares 2,005 $227K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 791 shares; 2025Q3: 1,291 shares; 2025Q4: 1,603 shares; 2026Q1: 1,613 shares 1,613 $225K 0.04% +10 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,420 shares 2,420 $224K 0.04% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares 1,980 $215K 0.04% 0 Timeline ACWI 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: 1,989 shares; 2024Q4: 2,435 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,554 shares 1,554 $215K 0.04% +4 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares 8,450 $215K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,140 shares; 2025Q1: 1,160 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares 1,948 $214K 0.03% 0 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 2,248 shares; 2025Q1: 6,592 shares; 2025Q2: 6,616 shares; 2025Q3: 6,668 shares; 2025Q4: 6,705 shares; 2026Q1: 11,718 shares 11,718 $210K 0.03% +5,013 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 5,280 shares; 2025Q1: 3,722 shares; 2025Q2: 3,801 shares; 2025Q3: 2,002 shares; 2025Q4: 1,753 shares; 2026Q1: 1,755 shares 1,755 $210K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 893 shares; 2025Q4: 797 shares; 2026Q1: 799 shares 799 $209K 0.03% +2 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 11,506 shares; 2026Q1: 17,121 shares 17,121 $209K 0.03% +5,615 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,631 shares 1,631 $208K 0.03% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 955 shares; 2026Q1: 970 shares 970 $207K 0.03% +15 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 150 shares 150 $207K 0.03% -150 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: 2,532 shares; 2024Q4: 2,186 shares; 2025Q1: 2,086 shares; 2025Q2: 843 shares; 2025Q3: 1,843 shares; 2025Q4: 3,364 shares; 2026Q1: 3,369 shares 3,369 $204K 0.03% +5 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 691 shares; 2025Q2: 1,007 shares; 2025Q3: 1,001 shares; 2025Q4: 1,064 shares; 2026Q1: 1,033 shares 1,033 $204K 0.03% -31 Timeline SHYG 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: 2,423 shares; 2024Q4: 4,878 shares; 2025Q1: 5,477 shares; 2025Q2: 4,915 shares; 2025Q3: 4,915 shares; 2025Q4: 4,960 shares; 2026Q1: 4,797 shares 4,797 $203K 0.03% -163 Timeline MGC 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 851 shares 851 $201K 0.03% +51 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: 115 shares; 2024Q4: 125 shares; 2025Q1: 115 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 206 shares; 2026Q1: 207 shares 207 $199K 0.03% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,517 shares; 2025Q1: 1,662 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares 1,363 $199K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares 1,013 $194K 0.03% 0 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: 7,920 shares; 2024Q4: 6,799 shares; 2025Q1: 6,334 shares; 2025Q2: 5,012 shares; 2025Q3: 3,832 shares; 2025Q4: 4,113 shares; 2026Q1: 4,185 shares 4,185 $193K 0.03% +72 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,076 shares; 2024Q4: 14,076 shares; 2025Q1: 14,076 shares; 2025Q2: 14,076 shares; 2025Q3: 14,076 shares; 2025Q4: 14,076 shares; 2026Q1: 14,076 shares 14,076 $191K 0.03% 0 Timeline IYY 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $190K 0.03% 0 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: 17,883 shares; 2024Q4: 16,710 shares; 2025Q1: 17,233 shares; 2025Q2: 15,169 shares; 2025Q3: 14,954 shares; 2025Q4: 10,085 shares; 2026Q1: 6,532 shares 6,532 $189K 0.03% -3,553 Timeline SCZ 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: 2,826 shares; 2024Q4: 2,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,413 shares 2,413 $189K 0.03% new Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,390 shares; 2025Q1: 2,486 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares 2,025 $189K 0.03% 0 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: 1,471 shares; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,437 shares; 2025Q3: 1,438 shares; 2025Q4: 1,614 shares; 2026Q1: 1,414 shares 1,414 $185K 0.03% -200 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 219 shares; 2026Q1: 1,694 shares 1,694 $183K 0.03% +1,475 Timeline BTOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,660 shares 3,660 $182K 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 1,188 shares; 2026Q1: 1,204 shares 1,204 $181K 0.03% +16 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: 382 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 739 shares; 2025Q4: 639 shares; 2026Q1: 622 shares 622 $179K 0.03% -17 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: 1,404 shares; 2024Q4: 1,189 shares; 2025Q1: 740 shares; 2025Q2: 1,124 shares; 2025Q3: 1,189 shares; 2025Q4: 1,348 shares; 2026Q1: 1,357 shares 1,357 $178K 0.03% +9 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: 989 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 498 shares; 2026Q1: 500 shares 500 $176K 0.03% +2 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares 1,629 $175K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669 $174K 0.03% 0 Timeline ACIO 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: 4,303 shares; 2026Q1: 4,103 shares 4,103 $172K 0.03% -200 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: 724 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 846 shares 846 $172K 0.03% -47 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 533 shares; 2025Q2: 600 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares 604 $171K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,879 shares; 2025Q1: 1,880 shares; 2025Q2: 1,902 shares; 2025Q3: 1,227 shares; 2025Q4: 802 shares; 2026Q1: 632 shares 632 $168K 0.03% -170 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,033 shares; 2025Q1: 1,030 shares; 2025Q2: 743 shares; 2025Q3: 685 shares; 2025Q4: 688 shares; 2026Q1: 767 shares 767 $165K 0.03% +79 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $163K 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,587 shares; 2024Q4: 24,087 shares; 2025Q1: 23,265 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 3,979 shares; 2026Q1: 3,982 shares 3,982 $161K 0.03% +3 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 6,519 shares; 2026Q1: 2,350 shares 2,350 $160K 0.03% -4,169 Timeline SCHB 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: 1,483 shares; 2024Q4: 4,449 shares; 2025Q1: 4,408 shares; 2025Q2: 4,645 shares; 2025Q3: 7,026 shares; 2025Q4: 6,863 shares; 2026Q1: 6,264 shares 6,264 $157K 0.03% -599 Timeline DFAT 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: 3,561 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $156K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,353 shares 1,353 $156K 0.03% new 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: 1,574 shares; 2024Q4: 1,626 shares; 2025Q1: 911 shares; 2025Q2: 1,259 shares; 2025Q3: 1,274 shares; 2025Q4: 1,304 shares; 2026Q1: 1,245 shares 1,245 $155K 0.03% -59 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,796 shares; 2025Q1: 1,861 shares; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 1,711 shares; 2026Q1: 1,674 shares 1,674 $152K 0.02% -37 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,697 shares; 2025Q1: 1,699 shares; 2025Q2: 1,710 shares; 2025Q3: 1,706 shares; 2025Q4: 1,710 shares; 2026Q1: 1,629 shares 1,629 $152K 0.02% -81 Timeline IXUS 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: 82 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,368 shares; 2026Q1: 1,734 shares 1,734 $150K 0.02% +366 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: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 432 shares; 2026Q1: 762 shares 762 $146K 0.02% +330 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 980 shares; 2026Q1: 991 shares 991 $145K 0.02% +11 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: 312 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 1,138 shares; 2026Q1: 1,121 shares 1,121 $144K 0.02% -17 Timeline OSCV 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: 2,190 shares; 2026Q1: 3,539 shares 3,539 $140K 0.02% +1,349 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: 1,222 shares; 2024Q4: 1,132 shares; 2025Q1: 738 shares; 2025Q2: 783 shares; 2025Q3: 683 shares; 2025Q4: 951 shares; 2026Q1: 952 shares 952 $140K 0.02% +1 Timeline DSI 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: 967 shares; 2025Q1: 1,028 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares 1,134 $137K 0.02% 0 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: 6 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares; 2026Q1: 1,794 shares 1,794 $137K 0.02% +276 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,596 shares; 2025Q1: 2,598 shares; 2025Q2: 2,600 shares; 2025Q3: 2,602 shares; 2025Q4: 2,669 shares; 2026Q1: 2,707 shares 2,707 $134K 0.02% +38 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 552 shares; 2025Q1: 118 shares; 2025Q2: 1,159 shares; 2025Q3: 1,160 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares 1,257 $133K 0.02% 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 132 shares; 2025Q2: 151 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $133K 0.02% 0 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 105 shares; 2025Q2: 191 shares; 2025Q3: 293 shares; 2025Q4: 290 shares; 2026Q1: 263 shares 263 $131K 0.02% -27 Timeline DMXU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,224 shares; 2026Q1: 3,724 shares 3,724 $131K 0.02% +1,500 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: 23,168 shares; 2024Q4: 23,351 shares; 2025Q1: 241 shares; 2025Q2: 474 shares; 2025Q3: 544 shares; 2025Q4: 495 shares; 2026Q1: 482 shares 482 $130K 0.02% -13 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $130K 0.02% 0 Timeline CEMB 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: 2,085 shares; 2024Q4: 3,238 shares; 2025Q1: 3,247 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 2,899 shares; 2026Q1: 2,819 shares 2,819 $128K 0.02% -80 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: 18,168 shares; 2024Q4: 20,525 shares; 2025Q1: 20,230 shares; 2025Q2: 20,618 shares; 2025Q3: 17,735 shares; 2025Q4: 12,678 shares; 2026Q1: 641 shares 641 $127K 0.02% -12,037 Timeline VT 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: 561 shares; 2024Q4: 17,673 shares; 2025Q1: 292 shares; 2025Q2: 845 shares; 2025Q3: 847 shares; 2025Q4: 4,015 shares; 2026Q1: 906 shares 906 $125K 0.02% -3,109 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 365 shares; 2025Q3: 305 shares; 2025Q4: 1,552 shares; 2026Q1: 2,710 shares 2,710 $124K 0.02% +1,158 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $121K 0.02% 0 Timeline ESGD 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: 863 shares; 2025Q1: 844 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 850 shares; 2026Q1: 1,261 shares 1,261 $121K 0.02% +411 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: 1,511 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,440 shares; 2025Q3: 1,545 shares; 2025Q4: 1,295 shares; 2026Q1: 1,250 shares 1,250 $120K 0.02% -45 Timeline IBMQ 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: 4,705 shares; 2026Q1: 4,708 shares 4,708 $120K 0.02% +3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 1,278 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 221 shares; 2026Q1: 223 shares 223 $120K 0.02% +2 Timeline JFLX 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: 2,326 shares; 2026Q1: 2,356 shares 2,356 $117K 0.02% +30 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,914 shares; 2025Q1: 1,247 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares 1,247 $116K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares 723 $115K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $115K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 337 shares; 2025Q1: 338 shares; 2025Q2: 395 shares; 2025Q3: 392 shares; 2025Q4: 574 shares; 2026Q1: 578 shares 578 $113K 0.02% +4 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: 3,326 shares; 2024Q4: 4,606 shares; 2025Q1: 5,225 shares; 2025Q2: 4,390 shares; 2025Q3: 4,390 shares; 2025Q4: 1,960 shares; 2026Q1: 1,952 shares 1,952 $113K 0.02% -8 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 236 shares; 2025Q2: 446 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 947 shares 947 $112K 0.02% +1 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,647 shares; 2026Q1: 1,647 shares 1,647 $112K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 510 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 250 shares 250 $111K 0.02% -5 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: 1,383 shares; 2024Q4: 1,384 shares; 2025Q1: 615 shares; 2025Q2: 448 shares; 2025Q3: 643 shares; 2025Q4: 832 shares; 2026Q1: 839 shares 839 $111K 0.02% +7 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares 1,741 $109K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 187 shares; 2025Q2: 540 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 953 shares 953 $108K 0.02% -75 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,408 shares; 2025Q1: 3,435 shares; 2025Q2: 3,475 shares; 2025Q3: 3,515 shares; 2025Q4: 3,567 shares; 2026Q1: 3,592 shares 3,592 $108K 0.02% +25 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $107K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,426 shares; 2025Q1: 426 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 988 shares 988 $107K 0.02% 0 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: 775 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 673 shares; 2025Q3: 563 shares; 2025Q4: 549 shares; 2026Q1: 539 shares 539 $107K 0.02% -10 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 525 shares; 2025Q3: 466 shares; 2025Q4: 1,069 shares; 2026Q1: 1,263 shares 1,263 $106K 0.02% +194 Timeline DRSK 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: 4,137 shares; 2026Q1: 3,846 shares 3,846 $105K 0.02% -291 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,225 shares; 2025Q1: 1,168 shares; 2025Q2: 1,171 shares; 2025Q3: 1,174 shares; 2025Q4: 1,177 shares; 2026Q1: 1,982 shares 1,982 $105K 0.02% +805 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 769 shares; 2026Q1: 699 shares 699 $102K 0.02% -70 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 850 shares; 2025Q2: 1,562 shares; 2025Q3: 712 shares; 2025Q4: 1,923 shares; 2026Q1: 1,925 shares 1,925 $100K 0.02% +2 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 6,065 shares; 2025Q1: 5,887 shares; 2025Q2: 5,907 shares; 2025Q3: 4,392 shares; 2025Q4: 151 shares; 2026Q1: 145 shares 145 $98.9K 0.02% -6 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 829 shares; 2026Q1: 829 shares 829 $98.3K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 134 shares; 2026Q1: 135 shares 135 $98.1K 0.02% +1 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: 256 shares; 2024Q4: 6,349 shares; 2025Q1: 6,604 shares; 2025Q2: 6,571 shares; 2025Q3: 589 shares; 2025Q4: 544 shares; 2026Q1: 518 shares 518 $96.8K 0.02% -26 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 4,702 shares; 2025Q1: 4,709 shares; 2025Q2: 4,716 shares; 2025Q3: 4,724 shares; 2025Q4: 4,733 shares; 2026Q1: 4,740 shares 4,740 $93.3K 0.02% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,684 shares 3,684 $92.8K 0.02% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $92.1K 0.02% 0 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: 3,301 shares; 2024Q4: 2,927 shares; 2025Q1: 2,551 shares; 2025Q2: 2,371 shares; 2025Q3: 2,022 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $91.6K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 10,526 shares; 2025Q1: 10,526 shares; 2025Q2: 10,526 shares; 2025Q3: 10,526 shares; 2025Q4: 10,526 shares; 2026Q1: 10,526 shares 10,526 $91.2K 0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares 905 $90.7K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 86 shares; 2025Q1: 41 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 99 shares; 2026Q1: 100 shares 100 $89.9K 0.01% +1 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 259 shares; 2026Q1: 261 shares 261 $89.6K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares 1,151 $88.8K 0.01% 0 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: 591 shares; 2024Q4: 596 shares; 2025Q1: 601 shares; 2025Q2: 606 shares; 2025Q3: 611 shares; 2025Q4: 1,203 shares; 2026Q1: 1,221 shares 1,221 $88.8K 0.01% +18 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $88.3K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,420 shares; 2025Q1: 6,420 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares; 2025Q4: 6,420 shares; 2026Q1: 6,420 shares 6,420 $87.8K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 2,781 shares; 2025Q1: 4,250 shares; 2025Q2: 4,520 shares; 2025Q3: 2,307 shares; 2025Q4: 2,307 shares; 2026Q1: 2,307 shares 2,307 $84.8K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,185 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,185 shares 1,185 $84.5K 0.01% -500 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $84.1K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $83.4K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 420 shares 420 $83K 0.01% -10 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $81.1K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 119 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares 1,580 $78.8K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,060 shares 1,060 $78.8K 0.01% -29 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: 318 shares; 2024Q4: 475 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 477 shares; 2025Q4: 498 shares; 2026Q1: 478 shares 478 $77.3K 0.01% -20 Timeline TDV 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: 903 shares; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares 903 $76.5K 0.01% 0 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: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares 1,070 $76.1K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,588 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $75.5K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 176 shares; 2025Q2: 112 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $75.1K 0.01% 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: 90 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 447 shares; 2026Q1: 454 shares 454 $74.7K 0.01% +7 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: 535 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $74.3K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $73.9K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $73.9K 0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 618 shares; 2025Q1: 650 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 42 shares; 2026Q1: 39 shares 39 $73.8K 0.01% -3 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 2,257 shares; 2026Q1: 4,015 shares 4,015 $72.3K 0.01% +1,758 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares 343 $71.3K 0.01% 0 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $70.9K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $69.4K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 4,983 shares; 2025Q1: 4,983 shares; 2025Q2: 4,983 shares; 2025Q3: 4,983 shares; 2025Q4: 4,983 shares; 2026Q1: 4,983 shares 4,983 $68.7K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,286 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares 1,289 $68.3K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 662 shares; 2025Q1: 665 shares; 2025Q2: 796 shares; 2025Q3: 798 shares; 2025Q4: 806 shares; 2026Q1: 821 shares 821 $67.6K 0.01% +15 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares 766 $67.5K 0.01% 0 Timeline SHE 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: 518 shares; 2024Q4: 520 shares; 2025Q1: 521 shares; 2025Q2: 523 shares; 2025Q3: 525 shares; 2025Q4: 527 shares; 2026Q1: 528 shares 528 $67.5K 0.01% +1 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 95 shares; 2025Q1: 106 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 226 shares; 2026Q1: 227 shares 227 $67K 0.01% +1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 179 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 365 shares 365 $66.6K 0.01% -14 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 666 shares; 2025Q3: 5,666 shares; 2025Q4: 5,726 shares; 2026Q1: 5,728 shares 5,728 $66.1K 0.01% +2 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: 3,061 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $65.7K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 74 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 200 shares 200 $65.3K 0.01% +1 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $64.3K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 444 shares; 2025Q1: 1,070 shares; 2025Q2: 1,373 shares; 2025Q3: 749 shares; 2025Q4: 862 shares; 2026Q1: 863 shares 863 $64.3K 0.01% +1 Timeline VSS 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: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $63.9K 0.01% 0 Timeline VCEB 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: 1,409 shares; 2025Q1: 1,376 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,355 shares; 2026Q1: 1,008 shares 1,008 $63.3K 0.01% -347 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $61K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $60.3K 0.01% 0 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 387 shares 387 $58.6K 0.01% +317 Timeline JUCY 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: 2,630 shares; 2026Q1: 2,630 shares 2,630 $58.3K 0.01% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,282 shares 1,282 $57.5K 0.01% 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: 153 shares; 2024Q4: 154 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 655 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $56.3K 0.01% 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $56.2K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 1,288 shares; 2026Q1: 1,217 shares 1,217 $55.9K 0.01% -71 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,400 shares; 2026Q1: 600 shares 600 $55.6K 0.01% -10,800 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $55.3K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $54.7K 0.01% 0 Timeline ADME 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: 1,096 shares; 2026Q1: 1,096 shares 1,096 $54.2K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 190 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 168 shares; 2026Q1: 170 shares 170 $54.1K 0.01% +2 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $53.9K 0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $52.2K 0.01% 0 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: 38 shares; 2025Q1: 38 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $51.9K 0.01% 0 Timeline DLS 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: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 693 shares; 2025Q2: 653 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 636 shares 636 $51.8K 0.01% -18 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: 2,636 shares; 2024Q4: 2,346 shares; 2025Q1: 45 shares; 2025Q2: 97 shares; 2025Q3: 92 shares; 2025Q4: 193 shares; 2026Q1: 194 shares 194 $51.8K 0.01% +1 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,192 shares 1,192 $49.7K 0.01% new Timeline EIS 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: 200 shares; 2025Q2: 201 shares; 2025Q3: 301 shares; 2025Q4: 303 shares; 2026Q1: 428 shares 428 $49.7K 0.01% +125 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $49.4K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 154 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 150 shares 150 $49.3K 0.01% -30 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 218 shares; 2025Q3: 118 shares; 2025Q4: 207 shares; 2026Q1: 202 shares 202 $49K 0.01% -5 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 93 shares; 2026Q1: 87 shares 87 $48.9K 0.01% -6 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,400 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,177 shares; 2026Q1: 1,608 shares 1,608 $48.8K 0.01% +431 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 1,392 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790 $47.5K 0.01% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,752 shares; 2025Q1: 5,752 shares; 2025Q2: 5,752 shares; 2025Q3: 5,752 shares; 2025Q4: 5,752 shares; 2026Q1: 5,752 shares 5,752 $47K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 379 shares; 2025Q1: 209 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $46.9K 0.01% 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: 246 shares; 2024Q4: 246 shares; 2025Q1: 30 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 454 shares; 2026Q1: 465 shares 465 $45.7K 0.01% +11 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822 $45.4K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 5,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $45.1K 0.01% 0 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 844 shares; 2025Q2: 999 shares; 2025Q3: 499 shares; 2025Q4: 806 shares; 2026Q1: 627 shares 627 $45.1K 0.01% -179 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $45.1K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $44.9K 0.01% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $44.8K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 3,416 shares; 2025Q1: 2,470 shares; 2025Q2: 1,568 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares 1,008 $44.5K 0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 6,162 shares; 2025Q1: 6,162 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $44.5K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $43.6K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252 $43.4K 0.01% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $42.9K 0.01% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 2,957 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares 1,649 $42.9K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $42.6K 0.01% 0 Timeline ESGE 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: 934 shares 934 $42.5K 0.01% new Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: not reported; 2025Q4: 636 shares; 2026Q1: 312 shares 312 $42.2K 0.01% -324 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: 103 shares; 2024Q4: 192 shares; 2025Q1: 250 shares; 2025Q2: 173 shares; 2025Q3: 4,967 shares; 2025Q4: 5,277 shares; 2026Q1: 173 shares 173 $42.1K 0.01% -5,104 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares 2,618 $41.9K 0.01% 0 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,670 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 1,260 shares 1,260 $41.7K 0.01% -1,200 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 20,663 shares; 2025Q1: 20,748 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares; 2026Q1: 741 shares 741 $41.7K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 436 shares 436 $41.6K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 500 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $40.6K 0.01% 0 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares 2,813 $40.6K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 755 shares; 2025Q1: 758 shares; 2025Q2: 762 shares; 2025Q3: 765 shares; 2025Q4: 888 shares; 2026Q1: 892 shares 892 $40.4K 0.01% +4 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $40.2K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $39.8K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $39.2K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 288 shares; 2026Q1: 299 shares 299 $39.2K 0.01% +11 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: 74 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 537 shares 537 $38.9K 0.01% -37 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 424 shares; 2026Q1: 430 shares 430 $38.7K 0.01% +6 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 89 shares; 2025Q3: 110 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $38.7K 0.01% 0 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 3,337 shares; 2025Q3: 3,337 shares; 2025Q4: 3,337 shares; 2026Q1: 3,337 shares 3,337 $38.6K 0.01% 0 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: 561 shares; 2024Q4: 566 shares; 2025Q1: 569 shares; 2025Q2: 572 shares; 2025Q3: 484 shares; 2025Q4: 487 shares; 2026Q1: 430 shares 430 $38.1K 0.01% -57 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 251 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $37.9K 0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $36.4K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $36.3K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 9,551 shares; 2025Q3: 8,230 shares; 2025Q4: 331 shares; 2026Q1: 207 shares 207 $35.9K 0.01% -124 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $35.2K 0.01% 0 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 833 shares; 2026Q1: 833 shares 833 $35.2K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $35.1K 0.01% 0 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: 131 shares; 2025Q3: 131 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $35K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 409 shares; 2025Q1: 65 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 213 shares; 2026Q1: 203 shares 203 $35K 0.01% -10 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: 168 shares; 2024Q4: 168 shares; 2025Q1: 40 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 405 shares; 2026Q1: 330 shares 330 $34.5K 0.01% -75 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $33.8K 0.01% 0 Timeline SCHX 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: 432 shares; 2024Q4: 1,299 shares; 2025Q1: 1,303 shares; 2025Q2: 1,307 shares; 2025Q3: 1,311 shares; 2025Q4: 1,315 shares; 2026Q1: 1,319 shares 1,319 $33.8K 0.01% +4 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares 302 $33.4K 0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares 2,308 $32.5K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 174 shares; 2026Q1: 176 shares 176 $32.5K 0.01% +2 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $32.3K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $32K 0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 395 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $31.9K 0.01% 0 Timeline XSD 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: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $31.6K 0.01% 0 Timeline EVSM 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: 600 shares; 2024Q4: 607 shares; 2025Q1: 610 shares; 2025Q2: 615 shares; 2025Q3: 620 shares; 2025Q4: 626 shares; 2026Q1: 629 shares 629 $31.6K 0.01% +3 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: 328 shares; 2025Q3: 328 shares; 2025Q4: 1,182 shares; 2026Q1: 1,201 shares 1,201 $31.4K 0.01% +19 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 150 shares 150 $31.4K 0.01% -6 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 2,507 shares; 2025Q1: 990 shares; 2025Q2: 565 shares; 2025Q3: 200 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $31.3K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $31.3K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 188 shares; 2026Q1: 188 shares 188 $31K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 856 shares; 2025Q3: 1,858 shares; 2025Q4: 880 shares; 2026Q1: 1,074 shares 1,074 $30.8K 0.01% +194 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $30.7K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 260 shares; 2025Q1: 261 shares; 2025Q2: 262 shares; 2025Q3: 263 shares; 2025Q4: 264 shares; 2026Q1: 265 shares 265 $30.6K <0.01% +1 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $30.4K <0.01% 0 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: 8,313 shares; 2024Q4: 8,337 shares; 2025Q1: 7,976 shares; 2025Q2: 870 shares; 2025Q3: 352 shares; 2025Q4: 49 shares; 2026Q1: 50 shares 50 $30.2K <0.01% +1 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: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $30.1K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 915 shares; 2025Q2: 995 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $30.1K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $30K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 330 shares 330 $30K <0.01% -1 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $30K <0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,335 shares 1,335 $29.9K <0.01% 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: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $29K <0.01% 0 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares 1,130 $28.8K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $28.4K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $27.8K <0.01% 0 Timeline VPL 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $27.5K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,430 shares; 2025Q1: 3,763 shares; 2025Q2: 1,431 shares; 2025Q3: 1,631 shares; 2025Q4: 939 shares; 2026Q1: 976 shares 976 $27.4K <0.01% +37 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $27K <0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares 225 $27K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $27K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares 353 $26.9K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $26.7K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $26.6K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $26.6K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares 290 $26.6K <0.01% new Timeline SNPD DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $26.5K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279 $26.2K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $26.1K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $25.6K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 400 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $25.4K <0.01% 0 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: 86 shares; 2024Q4: 25 shares; 2025Q1: 11 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $25.4K <0.01% 0 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares 2,060 $25.3K <0.01% 0 Timeline IYF 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: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $25.3K <0.01% 0 Timeline MDYV 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: 450 shares; 2024Q4: 452 shares; 2025Q1: 326 shares; 2025Q2: 327 shares; 2025Q3: 329 shares; 2025Q4: 330 shares; 2026Q1: 294 shares 294 $25.1K <0.01% -36 Timeline LEA LEAR CORP More: the full row for LEAR 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: 205 shares; 2026Q1: 205 shares 205 $24.8K <0.01% 0 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: 70 shares; 2025Q3: 70 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $24.8K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $24.4K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $24.4K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 122 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $24.3K <0.01% 0 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $23.6K <0.01% 0 Timeline KOMP 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $23.4K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $23.2K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 625 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 775 shares; 2026Q1: 725 shares 725 $23.2K <0.01% -50 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $23.1K <0.01% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $22.9K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $22.5K <0.01% 0 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: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 263 shares 263 $22.4K <0.01% -40 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: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 93 shares 93 $22.3K <0.01% -19 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: 230 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $22.1K <0.01% 0 Timeline USAI 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: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $22.1K <0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $22K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $21.7K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $21.5K <0.01% 0 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: 509 shares; 2024Q4: 509 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $21.5K <0.01% 0 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $21.5K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $21.4K <0.01% 0 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 4,775 shares; 2025Q2: 4,475 shares; 2025Q3: 3,875 shares; 2025Q4: 1,850 shares; 2026Q1: 1,100 shares 1,100 $21.2K <0.01% -750 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $20.7K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,225 shares; 2025Q1: 82,553 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 6,912 shares; 2026Q1: 2,270 shares 2,270 $20.7K <0.01% -4,642 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 397 shares; 2026Q1: 399 shares 399 $20.7K <0.01% +2 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $20.5K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $20.4K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 506 shares 506 $20.3K <0.01% +6 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 101 shares 101 $20K <0.01% +27 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 690 shares; 2026Q1: 207 shares 207 $19.9K <0.01% -483 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 277 shares 277 $19.9K <0.01% +31 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $19.9K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $19.7K <0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,048 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 430 shares 430 $19.6K <0.01% -127 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 504 shares; 2025Q4: 508 shares; 2026Q1: 512 shares 512 $19.5K <0.01% +4 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $19.3K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $19K <0.01% 0 Timeline TRC TEJON RANCH CO More: the full row for TEJON RANCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $18.8K <0.01% 0 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $18.8K <0.01% 0 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS 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: 575 shares; 2026Q1: 575 shares 575 $18.6K <0.01% 0 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $18.6K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $18.4K <0.01% 0 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $18.4K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to 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: 340 shares; 2026Q1: 340 shares 340 $18K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $17.9K <0.01% 0 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 790 shares 790 $17.8K <0.01% -1,000 Timeline