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: 252,793 shares; 2024Q4: 253,670 shares; 2025Q1: 262,217 shares; 2025Q2: 290,336 shares; 2025Q3: 293,331 shares; 2025Q4: 304,851 shares; 2026Q1: 314,013 shares 314,013 $54.8M 8.47% +9,162 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097,721 shares; 2026Q1: 1,914,429 shares 1,914,429 $31.8M 4.92% +816,708 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: 155,664 shares; 2024Q4: 168,018 shares; 2025Q1: 177,314 shares; 2025Q2: 164,666 shares; 2025Q3: 168,771 shares; 2025Q4: 188,544 shares; 2026Q1: 243,181 shares 243,181 $18.6M 2.88% +54,637 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,049 shares; 2024Q4: 35,227 shares; 2025Q1: 45,153 shares; 2025Q2: 48,048 shares; 2025Q3: 51,338 shares; 2025Q4: 73,007 shares; 2026Q1: 70,489 shares 70,489 $14.9M 2.3% -2,518 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: 47,784 shares; 2024Q4: 48,716 shares; 2025Q1: 49,750 shares; 2025Q2: 49,404 shares; 2025Q3: 50,138 shares; 2025Q4: 50,058 shares; 2026Q1: 50,552 shares 50,552 $14.5M 2.24% +494 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: 19,385 shares; 2024Q4: 19,735 shares; 2025Q1: 20,093 shares; 2025Q2: 20,757 shares; 2025Q3: 21,238 shares; 2025Q4: 21,997 shares; 2026Q1: 22,562 shares 22,562 $12.9M 2% +565 Timeline TLT 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: 79,660 shares; 2024Q4: 71,822 shares; 2025Q1: 87,482 shares; 2025Q2: 117,354 shares; 2025Q3: 125,686 shares; 2025Q4: 125,916 shares; 2026Q1: 138,391 shares 138,391 $12M 1.86% +12,475 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: 14,699 shares; 2024Q4: 15,605 shares; 2025Q1: 19,665 shares; 2025Q2: 20,312 shares; 2025Q3: 21,563 shares; 2025Q4: 23,836 shares; 2026Q1: 31,367 shares 31,367 $11.6M 1.8% +7,531 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: 65,474 shares; 2024Q4: 69,738 shares; 2025Q1: 76,780 shares; 2025Q2: 83,032 shares; 2025Q3: 86,899 shares; 2025Q4: 94,451 shares; 2026Q1: 101,367 shares 101,367 $11.5M 1.77% +6,916 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,073 shares; 2024Q4: 31,121 shares; 2025Q1: 31,387 shares; 2025Q2: 32,264 shares; 2025Q3: 32,837 shares; 2025Q4: 34,107 shares; 2026Q1: 34,366 shares 34,366 $10.6M 1.65% +259 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,187 shares; 2024Q4: 101,777 shares; 2025Q1: 120,136 shares; 2025Q2: 138,896 shares; 2025Q3: 183,716 shares; 2025Q4: 210,090 shares; 2026Q1: 182,707 shares 182,707 $10.6M 1.64% -27,383 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: 48,927 shares; 2024Q4: 51,238 shares; 2025Q1: 50,922 shares; 2025Q2: 51,361 shares; 2025Q3: 55,589 shares; 2025Q4: 57,491 shares; 2026Q1: 57,793 shares 57,793 $9.81M 1.52% +302 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: 13,634 shares; 2024Q4: 14,421 shares; 2025Q1: 14,314 shares; 2025Q2: 14,577 shares; 2025Q3: 14,585 shares; 2025Q4: 13,326 shares; 2026Q1: 14,404 shares 14,404 $9.39M 1.45% +1,078 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: 8,688 shares; 2024Q4: 8,712 shares; 2025Q1: 8,815 shares; 2025Q2: 8,824 shares; 2025Q3: 8,893 shares; 2025Q4: 91,080 shares; 2026Q1: 96,388 shares 96,388 $9.27M 1.43% +5,308 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,463 shares; 2024Q4: 51,676 shares; 2025Q1: 47,651 shares; 2025Q2: 65,228 shares; 2025Q3: 59,229 shares; 2025Q4: 58,990 shares; 2026Q1: 59,168 shares 59,168 $8.92M 1.38% +178 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: 69,287 shares; 2024Q4: 67,664 shares; 2025Q1: 67,161 shares; 2025Q2: 106,522 shares; 2025Q3: 109,935 shares; 2025Q4: 104,675 shares; 2026Q1: 116,996 shares 116,996 $8.7M 1.35% +12,321 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: 17,015 shares; 2024Q4: 18,114 shares; 2025Q1: 18,466 shares; 2025Q2: 19,578 shares; 2025Q3: 21,914 shares; 2025Q4: 25,606 shares; 2026Q1: 27,213 shares 27,213 $7.83M 1.21% +1,607 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: 159,629 shares; 2024Q4: 159,404 shares; 2025Q1: 160,338 shares; 2025Q2: 153,138 shares; 2025Q3: 151,692 shares; 2025Q4: 150,592 shares; 2026Q1: 153,554 shares 153,554 $7.8M 1.21% +2,962 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: 39,725 shares; 2024Q4: 39,630 shares; 2025Q1: 39,070 shares; 2025Q2: 38,265 shares; 2025Q3: 38,395 shares; 2025Q4: 36,233 shares; 2026Q1: 35,466 shares 35,466 $7.38M 1.14% -767 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: 3,643 shares; 2024Q4: 4,405 shares; 2025Q1: not reported; 2025Q2: 48,699 shares; 2025Q3: 96,139 shares; 2025Q4: 134,000 shares; 2026Q1: 105,234 shares 105,234 $7.34M 1.14% -28,766 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,022 shares 189,022 $6.08M 0.94% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,253 shares; 2025Q3: 136,124 shares; 2025Q4: 163,156 shares; 2026Q1: 182,940 shares 182,940 $6.03M 0.93% +19,784 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,413 shares; 2025Q4: 38,297 shares; 2026Q1: 77,766 shares 77,766 $6.02M 0.93% +39,469 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: 3,362 shares; 2024Q4: 4,767 shares; 2025Q1: 5,400 shares; 2025Q2: 11,902 shares; 2025Q3: 11,745 shares; 2025Q4: 17,158 shares; 2026Q1: 18,611 shares 18,611 $5.97M 0.92% +1,453 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,010 shares; 2025Q2: 118,769 shares; 2025Q3: 127,073 shares; 2025Q4: 140,614 shares; 2026Q1: 151,216 shares 151,216 $5.48M 0.85% +10,602 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: 25,270 shares; 2024Q4: 24,518 shares; 2025Q1: 23,097 shares; 2025Q2: 22,039 shares; 2025Q3: 22,104 shares; 2025Q4: 22,268 shares; 2026Q1: 22,377 shares 22,377 $5.47M 0.85% +109 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: 32,941 shares; 2024Q4: 36,432 shares; 2025Q1: 45,010 shares; 2025Q2: 49,806 shares; 2025Q3: 49,174 shares; 2025Q4: 28,793 shares; 2026Q1: 28,324 shares 28,324 $5.43M 0.84% -469 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,216 shares; 2025Q3: 7,216 shares; 2025Q4: 82,811 shares; 2026Q1: 107,887 shares 107,887 $5.22M 0.81% +25,076 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,196 shares; 2025Q1: 1,774 shares; 2025Q2: 1,789 shares; 2025Q3: 12,602 shares; 2025Q4: 12,758 shares; 2026Q1: 21,193 shares 21,193 $5.14M 0.79% +8,435 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: 8,787 shares; 2024Q4: 10,489 shares; 2025Q1: 9,344 shares; 2025Q2: 8,229 shares; 2025Q3: 8,564 shares; 2025Q4: 8,713 shares; 2026Q1: 7,796 shares 7,796 $5.09M 0.79% -917 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: 64,717 shares; 2024Q4: 62,873 shares; 2025Q1: 61,645 shares; 2025Q2: 60,394 shares; 2025Q3: 58,216 shares; 2025Q4: 55,761 shares; 2026Q1: 52,832 shares 52,832 $5.09M 0.79% -2,929 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: 16,431 shares; 2024Q4: 16,318 shares; 2025Q1: 13,510 shares; 2025Q2: 14,310 shares; 2025Q3: 14,663 shares; 2025Q4: 15,358 shares; 2026Q1: 17,242 shares 17,242 $5.07M 0.78% +1,884 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,519 shares; 2024Q4: 14,972 shares; 2025Q1: 17,216 shares; 2025Q2: 16,918 shares; 2025Q3: 17,011 shares; 2025Q4: 16,981 shares; 2026Q1: 23,606 shares 23,606 $4.66M 0.72% +6,625 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: 17,522 shares; 2024Q4: 17,724 shares; 2025Q1: 18,606 shares; 2025Q2: 18,799 shares; 2025Q3: 23,105 shares; 2025Q4: 24,168 shares; 2026Q1: 24,840 shares 24,840 $4.64M 0.72% +672 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,988 shares; 2024Q4: 9,979 shares; 2025Q1: 1,347 shares; 2025Q2: 5,550 shares; 2025Q3: 5,557 shares; 2025Q4: 12,053 shares; 2026Q1: 16,178 shares 16,178 $4.47M 0.69% +4,125 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: 5,698 shares; 2024Q4: 5,596 shares; 2025Q1: 5,222 shares; 2025Q2: 5,208 shares; 2025Q3: 5,325 shares; 2025Q4: 6,090 shares; 2026Q1: 47,558 shares 47,558 $4.47M 0.69% +41,468 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: 20,160 shares; 2024Q4: 20,131 shares; 2025Q1: 19,542 shares; 2025Q2: 19,275 shares; 2025Q3: 20,019 shares; 2025Q4: 18,778 shares; 2026Q1: 20,478 shares 20,478 $4.45M 0.69% +1,700 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,511 shares; 2024Q4: 194,054 shares; 2025Q1: 185,730 shares; 2025Q2: 189,656 shares; 2025Q3: 184,273 shares; 2025Q4: 182,389 shares; 2026Q1: 181,220 shares 181,220 $4.43M 0.69% -1,169 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: 6,695 shares; 2024Q4: 8,027 shares; 2025Q1: 17,083 shares; 2025Q2: 18,998 shares; 2025Q3: 28,628 shares; 2025Q4: 31,949 shares; 2026Q1: 13,797 shares 13,797 $4.39M 0.68% -18,152 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,460 shares 15,460 $4.32M 0.67% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,641 shares; 2025Q1: 7,727 shares; 2025Q2: 8,586 shares; 2025Q3: 9,603 shares; 2025Q4: 15,880 shares; 2026Q1: 17,795 shares 17,795 $4.27M 0.66% +1,915 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: 4,560 shares; 2024Q4: 4,603 shares; 2025Q1: 7,465 shares; 2025Q2: 7,873 shares; 2025Q3: 8,079 shares; 2025Q4: 12,496 shares; 2026Q1: 12,855 shares 12,855 $4.23M 0.65% +359 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,730 shares; 2024Q4: 52,732 shares; 2025Q1: 53,616 shares; 2025Q2: 53,952 shares; 2025Q3: 54,056 shares; 2025Q4: 53,643 shares; 2026Q1: 62,082 shares 62,082 $4.13M 0.64% +8,439 Timeline PZA 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: 36,917 shares; 2025Q4: 59,773 shares; 2026Q1: 179,307 shares 179,307 $4.12M 0.64% +119,534 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: 19,106 shares; 2024Q4: 20,141 shares; 2025Q1: 18,836 shares; 2025Q2: 25,405 shares; 2025Q3: 27,501 shares; 2025Q4: 25,350 shares; 2026Q1: 19,895 shares 19,895 $4.12M 0.64% -5,455 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: 94,138 shares; 2024Q4: 94,738 shares; 2025Q1: 99,513 shares; 2025Q2: 101,513 shares; 2025Q3: 104,981 shares; 2025Q4: 112,579 shares; 2026Q1: 114,222 shares 114,222 $4.05M 0.63% +1,643 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: 32,960 shares; 2024Q4: 33,325 shares; 2025Q1: 50,301 shares; 2025Q2: 51,131 shares; 2025Q3: 51,842 shares; 2025Q4: 53,004 shares; 2026Q1: 32,366 shares 32,366 $4.03M 0.62% -20,638 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: 43,281 shares; 2024Q4: 41,779 shares; 2025Q1: 42,029 shares; 2025Q2: 44,629 shares; 2025Q3: 44,629 shares; 2025Q4: 44,630 shares; 2026Q1: 43,635 shares 43,635 $4M 0.62% -995 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 82,600 shares; 2025Q4: 84,621 shares; 2026Q1: 84,481 shares 84,481 $3.94M 0.61% -140 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: 14,798 shares; 2024Q4: 14,512 shares; 2025Q1: 59,548 shares; 2025Q2: 63,279 shares; 2025Q3: 64,245 shares; 2025Q4: 65,128 shares; 2026Q1: 65,831 shares 65,831 $3.87M 0.6% +703 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: 13,231 shares; 2024Q4: 13,261 shares; 2025Q1: 12,276 shares; 2025Q2: 12,264 shares; 2025Q3: 12,309 shares; 2025Q4: 12,900 shares; 2026Q1: 13,251 shares 13,251 $3.77M 0.58% +351 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: 7,767 shares; 2024Q4: 33,512 shares; 2025Q1: 33,327 shares; 2025Q2: 31,561 shares; 2025Q3: 30,458 shares; 2025Q4: 29,562 shares; 2026Q1: 30,927 shares 30,927 $3.75M 0.58% +1,365 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: 86,334 shares; 2024Q4: 81,861 shares; 2025Q1: 84,065 shares; 2025Q2: 78,401 shares; 2025Q3: 78,070 shares; 2025Q4: 79,817 shares; 2026Q1: 82,548 shares 82,548 $3.64M 0.56% +2,731 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: 6,022 shares; 2024Q4: 6,640 shares; 2025Q1: 6,027 shares; 2025Q2: 5,443 shares; 2025Q3: 5,603 shares; 2025Q4: 6,621 shares; 2026Q1: 9,684 shares 9,684 $3.6M 0.56% +3,063 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,744 shares; 2025Q1: 3,658 shares; 2025Q2: 3,678 shares; 2025Q3: 3,662 shares; 2025Q4: 3,944 shares; 2026Q1: 4,102 shares 4,102 $3.58M 0.55% +158 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,849 shares; 2024Q4: 24,862 shares; 2025Q1: 24,764 shares; 2025Q2: 25,165 shares; 2025Q3: 39,906 shares; 2025Q4: 39,841 shares; 2026Q1: 39,914 shares 39,914 $3.58M 0.55% +73 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,522 shares; 2025Q4: 32,510 shares; 2026Q1: 48,524 shares 48,524 $3.44M 0.53% +16,014 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,768 shares; 2024Q4: 164,543 shares; 2025Q1: 165,262 shares; 2025Q2: 165,991 shares; 2025Q3: 166,828 shares; 2025Q4: 163,559 shares; 2026Q1: 162,544 shares 162,544 $3.38M 0.52% -1,015 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 21,853 shares; 2025Q1: 24,024 shares; 2025Q2: 27,170 shares; 2025Q3: 28,457 shares; 2025Q4: 30,571 shares; 2026Q1: 35,064 shares 35,064 $3.33M 0.52% +4,493 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: 6,327 shares; 2024Q4: 6,177 shares; 2025Q1: 5,485 shares; 2025Q2: 5,665 shares; 2025Q3: 5,866 shares; 2025Q4: 22,517 shares; 2026Q1: 28,947 shares 28,947 $3.33M 0.52% +6,430 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: 14,278 shares; 2024Q4: 14,295 shares; 2025Q1: 13,129 shares; 2025Q2: 11,768 shares; 2025Q3: 11,280 shares; 2025Q4: 11,244 shares; 2026Q1: 11,242 shares 11,242 $3.32M 0.51% -2 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: 23,168 shares; 2024Q4: 23,007 shares; 2025Q1: 24,538 shares; 2025Q2: 21,243 shares; 2025Q3: 21,150 shares; 2025Q4: 21,351 shares; 2026Q1: 22,625 shares 22,625 $3.22M 0.5% +1,274 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: 43,492 shares; 2024Q4: 44,039 shares; 2025Q1: 46,548 shares; 2025Q2: 47,574 shares; 2025Q3: 49,389 shares; 2025Q4: 47,991 shares; 2026Q1: 47,992 shares 47,992 $3.13M 0.48% +1 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: 77,253 shares; 2024Q4: 4,565 shares; 2025Q1: 4,596 shares; 2025Q2: 4,622 shares; 2025Q3: 4,285 shares; 2025Q4: 19,396 shares; 2026Q1: 21,084 shares 21,084 $3.1M 0.48% +1,688 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: 23,500 shares; 2024Q4: 22,006 shares; 2025Q1: 30,786 shares; 2025Q2: 31,565 shares; 2025Q3: 25,717 shares; 2025Q4: 28,963 shares; 2026Q1: 34,065 shares 34,065 $3.08M 0.48% +5,102 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: 7,681 shares; 2024Q4: 5,658 shares; 2025Q1: 5,655 shares; 2025Q2: 5,882 shares; 2025Q3: 5,738 shares; 2025Q4: 5,738 shares; 2026Q1: 6,918 shares 6,918 $3.02M 0.47% +1,180 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: 2,524 shares; 2024Q4: 2,500 shares; 2025Q1: 2,471 shares; 2025Q2: 2,495 shares; 2025Q3: 2,892 shares; 2025Q4: 2,931 shares; 2026Q1: 3,026 shares 3,026 $3.02M 0.47% +95 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,802 shares 129,802 $2.97M 0.46% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,163 shares; 2024Q4: 124,946 shares; 2025Q1: 120,060 shares; 2025Q2: 107,077 shares; 2025Q3: 106,475 shares; 2025Q4: 104,271 shares; 2026Q1: 101,780 shares 101,780 $2.95M 0.46% -2,491 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: 79,235 shares; 2024Q4: 78,918 shares; 2025Q1: 79,544 shares; 2025Q2: 78,743 shares; 2025Q3: 81,329 shares; 2025Q4: 78,753 shares; 2026Q1: 75,725 shares 75,725 $2.91M 0.45% -3,028 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: 135,171 shares; 2024Q4: 118,072 shares; 2025Q1: 118,985 shares; 2025Q2: 106,984 shares; 2025Q3: 108,081 shares; 2025Q4: 100,183 shares; 2026Q1: 99,530 shares 99,530 $2.79M 0.43% -653 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: 28,077 shares; 2025Q3: 20,502 shares; 2025Q4: 21,184 shares; 2026Q1: 57,713 shares 57,713 $2.77M 0.43% +36,529 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,292 shares 66,292 $2.72M 0.42% new 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: 9,948 shares; 2025Q3: 9,338 shares; 2025Q4: 13,386 shares; 2026Q1: 36,056 shares 36,056 $2.71M 0.42% +22,670 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: 2,107 shares; 2024Q4: 2,423 shares; 2025Q1: 2,896 shares; 2025Q2: 4,230 shares; 2025Q3: 4,303 shares; 2025Q4: 4,290 shares; 2026Q1: 4,492 shares 4,492 $2.68M 0.42% +202 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: 2,512 shares; 2024Q4: 2,544 shares; 2025Q1: 2,612 shares; 2025Q2: 2,961 shares; 2025Q3: 3,098 shares; 2025Q4: 3,158 shares; 2026Q1: 3,166 shares 3,166 $2.68M 0.41% +8 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: 18,968 shares; 2024Q4: 18,856 shares; 2025Q1: 18,938 shares; 2025Q2: 19,687 shares; 2025Q3: 19,507 shares; 2025Q4: 19,518 shares; 2026Q1: 19,091 shares 19,091 $2.46M 0.38% -427 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: 7,023 shares; 2024Q4: 7,101 shares; 2025Q1: 7,059 shares; 2025Q2: 7,235 shares; 2025Q3: 7,291 shares; 2025Q4: 7,865 shares; 2026Q1: 8,061 shares 8,061 $2.44M 0.38% +196 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,215 shares; 2025Q1: 2,117 shares; 2025Q2: 2,269 shares; 2025Q3: 2,278 shares; 2025Q4: 2,507 shares; 2026Q1: 2,610 shares 2,610 $2.4M 0.37% +103 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: 3,171 shares; 2024Q4: 3,272 shares; 2025Q1: 3,080 shares; 2025Q2: 3,016 shares; 2025Q3: 3,736 shares; 2025Q4: 3,789 shares; 2026Q1: 3,806 shares 3,806 $2.3M 0.36% +17 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: 6,655 shares; 2024Q4: 6,655 shares; 2025Q1: 5,928 shares; 2025Q2: 5,428 shares; 2025Q3: 5,425 shares; 2025Q4: 5,110 shares; 2026Q1: 5,120 shares 5,120 $2.18M 0.34% +10 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: 57,228 shares; 2024Q4: 54,227 shares; 2025Q1: 54,227 shares; 2025Q2: 54,266 shares; 2025Q3: 54,466 shares; 2025Q4: 54,469 shares; 2026Q1: 54,673 shares 54,673 $2.07M 0.32% +204 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: 3,964 shares; 2024Q4: 3,960 shares; 2025Q1: 3,857 shares; 2025Q2: 4,061 shares; 2025Q3: 4,520 shares; 2025Q4: 5,298 shares; 2026Q1: 5,978 shares 5,978 $2.03M 0.31% +680 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,584 shares; 2024Q4: 20,447 shares; 2025Q1: 20,447 shares; 2025Q2: 20,292 shares; 2025Q3: 20,565 shares; 2025Q4: 20,478 shares; 2026Q1: 20,226 shares 20,226 $1.92M 0.3% -252 Timeline QLTA 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: 55,013 shares; 2024Q4: 31,309 shares; 2025Q1: 52,389 shares; 2025Q2: 57,366 shares; 2025Q3: 63,774 shares; 2025Q4: 52,407 shares; 2026Q1: 39,976 shares 39,976 $1.9M 0.29% -12,431 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,921 shares; 2024Q4: 17,917 shares; 2025Q1: 17,929 shares; 2025Q2: 18,895 shares; 2025Q3: 18,831 shares; 2025Q4: 18,718 shares; 2026Q1: 18,669 shares 18,669 $1.9M 0.29% -49 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: 50,936 shares; 2024Q4: 49,502 shares; 2025Q1: 43,915 shares; 2025Q2: 41,988 shares; 2025Q3: 40,906 shares; 2025Q4: 40,472 shares; 2026Q1: 37,748 shares 37,748 $1.89M 0.29% -2,724 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,602 shares; 2025Q1: 2,207 shares; 2025Q2: 2,186 shares; 2025Q3: 2,176 shares; 2025Q4: 2,371 shares; 2026Q1: 2,649 shares 2,649 $1.88M 0.29% +278 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,272 shares; 2024Q4: 21,330 shares; 2025Q1: 58,955 shares; 2025Q2: 55,899 shares; 2025Q3: 53,104 shares; 2025Q4: 50,401 shares; 2026Q1: 40,180 shares 40,180 $1.82M 0.28% -10,221 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: 22,314 shares; 2024Q4: 22,314 shares; 2025Q1: 22,314 shares; 2025Q2: 18,572 shares; 2025Q3: 18,014 shares; 2025Q4: 18,014 shares; 2026Q1: 13,714 shares 13,714 $1.82M 0.28% -4,300 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324,242 shares; 2024Q4: 1,216,990 shares; 2025Q1: 1,201,270 shares; 2025Q2: 1,214,195 shares; 2025Q3: 1,271,043 shares; 2025Q4: 1,137,096 shares; 2026Q1: 1,112,814 shares 1,112,814 $1.81M 0.28% -24,282 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,231 shares; 2025Q1: 6,231 shares; 2025Q2: 6,416 shares; 2025Q3: 6,416 shares; 2025Q4: 6,416 shares; 2026Q1: 6,700 shares 6,700 $1.72M 0.27% +284 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: 20,100 shares; 2024Q4: 22,711 shares; 2025Q1: 12,039 shares; 2025Q2: 14,857 shares; 2025Q3: 21,472 shares; 2025Q4: 26,190 shares; 2026Q1: 26,069 shares 26,069 $1.67M 0.26% -121 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: 6,473 shares; 2024Q4: 10,060 shares; 2025Q1: 9,900 shares; 2025Q2: 10,052 shares; 2025Q3: 10,295 shares; 2025Q4: 10,732 shares; 2026Q1: 11,105 shares 11,105 $1.62M 0.25% +373 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,235 shares; 2024Q4: 21,611 shares; 2025Q1: 15,145 shares; 2025Q2: 21,679 shares; 2025Q3: 16,395 shares; 2025Q4: 17,506 shares; 2026Q1: 15,544 shares 15,544 $1.57M 0.24% -1,962 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,509 shares; 2024Q4: 17,266 shares; 2025Q1: 7,988 shares; 2025Q2: 13,298 shares; 2025Q3: 15,496 shares; 2025Q4: 21,360 shares; 2026Q1: 29,742 shares 29,742 $1.5M 0.23% +8,382 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: 8,239 shares; 2025Q3: 8,254 shares; 2025Q4: 13,112 shares; 2026Q1: 19,505 shares 19,505 $1.5M 0.23% +6,393 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,032 shares; 2024Q4: 10,540 shares; 2025Q1: 10,740 shares; 2025Q2: 10,850 shares; 2025Q3: 11,163 shares; 2025Q4: 11,308 shares; 2026Q1: 11,776 shares 11,776 $1.48M 0.23% +468 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,659 shares; 2024Q4: 182,279 shares; 2025Q1: 206,279 shares; 2025Q2: 160,271 shares; 2025Q3: 167,092 shares; 2025Q4: 143,060 shares; 2026Q1: 160,483 shares 160,483 $1.48M 0.23% +17,423 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 67,064 shares 67,064 $1.42M 0.22% new 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: 19,806 shares; 2024Q4: 15,638 shares; 2025Q1: 16,955 shares; 2025Q2: 13,617 shares; 2025Q3: 15,267 shares; 2025Q4: 19,387 shares; 2026Q1: 20,123 shares 20,123 $1.41M 0.22% +736 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP 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: 12,870 shares; 2025Q3: 9,770 shares; 2025Q4: 66,901 shares; 2026Q1: 62,701 shares 62,701 $1.38M 0.21% -4,200 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: 4,635 shares; 2024Q4: 4,612 shares; 2025Q1: 4,664 shares; 2025Q2: 4,967 shares; 2025Q3: 4,970 shares; 2025Q4: 10,253 shares; 2026Q1: 10,278 shares 10,278 $1.37M 0.21% +25 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: not reported; 2024Q4: not reported; 2025Q1: 6,814 shares; 2025Q2: 24,799 shares; 2025Q3: 27,562 shares; 2025Q4: 27,151 shares; 2026Q1: 27,463 shares 27,463 $1.34M 0.21% +312 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: not reported; 2025Q1: not reported; 2025Q2: 11,003 shares; 2025Q3: 11,005 shares; 2025Q4: 11,034 shares; 2026Q1: 10,977 shares 10,977 $1.29M 0.2% -57 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,390 shares; 2025Q1: 1,367 shares; 2025Q2: 1,351 shares; 2025Q3: 1,352 shares; 2025Q4: 1,348 shares; 2026Q1: 1,343 shares 1,343 $1.29M 0.2% -5 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: 2,007 shares; 2024Q4: 2,536 shares; 2025Q1: 2,275 shares; 2025Q2: 4,001 shares; 2025Q3: 4,435 shares; 2025Q4: 4,431 shares; 2026Q1: 4,790 shares 4,790 $1.25M 0.19% +359 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,510 shares; 2024Q4: 40,811 shares; 2025Q1: 33,623 shares; 2025Q2: 35,241 shares; 2025Q3: 13,499 shares; 2025Q4: 12,085 shares; 2026Q1: 11,040 shares 11,040 $1.23M 0.19% -1,045 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,406 shares; 2025Q4: 38,406 shares; 2026Q1: 38,406 shares 38,406 $1.21M 0.19% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,342 shares; 2024Q4: 11,732 shares; 2025Q1: 10,982 shares; 2025Q2: 12,244 shares; 2025Q3: 11,425 shares; 2025Q4: 11,561 shares; 2026Q1: 9,684 shares 9,684 $1.2M 0.19% -1,877 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 4,418 shares; 2025Q1: 4,293 shares; 2025Q2: 4,193 shares; 2025Q3: 4,143 shares; 2025Q4: 4,252 shares; 2026Q1: 4,254 shares 4,254 $1.2M 0.19% +2 Timeline SPBO 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: 89,300 shares; 2024Q4: 37,667 shares; 2025Q1: 42,763 shares; 2025Q2: 36,656 shares; 2025Q3: 39,862 shares; 2025Q4: 41,552 shares; 2026Q1: 40,856 shares 40,856 $1.19M 0.18% -696 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,564 shares; 2024Q4: 7,677 shares; 2025Q1: 7,734 shares; 2025Q2: 7,843 shares; 2025Q3: 7,843 shares; 2025Q4: 15,684 shares; 2026Q1: 19,133 shares 19,133 $1.17M 0.18% +3,449 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: 10,491 shares; 2024Q4: 33,665 shares; 2025Q1: 32,506 shares; 2025Q2: 33,744 shares; 2025Q3: 33,956 shares; 2025Q4: 34,600 shares; 2026Q1: 36,014 shares 36,014 $1.1M 0.17% +1,414 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,995 shares; 2026Q1: 28,579 shares 28,579 $1.1M 0.17% +11,584 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,852 shares; 2026Q1: 10,506 shares 10,506 $1.06M 0.16% +6,654 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: 8,052 shares; 2024Q4: 36,017 shares; 2025Q1: 35,051 shares; 2025Q2: 34,410 shares; 2025Q3: 34,127 shares; 2025Q4: 33,811 shares; 2026Q1: 34,051 shares 34,051 $992K 0.15% +240 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: 1,770 shares; 2024Q4: 1,908 shares; 2025Q1: 1,970 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares; 2026Q1: 2,242 shares 2,242 $965K 0.15% +194 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,363 shares; 2024Q4: 30,863 shares; 2025Q1: 31,397 shares; 2025Q2: 31,461 shares; 2025Q3: 31,542 shares; 2025Q4: 32,818 shares; 2026Q1: 32,621 shares 32,621 $965K 0.15% -197 Timeline IWV 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: 1,628 shares; 2024Q4: 1,633 shares; 2025Q1: 1,637 shares; 2025Q2: 2,541 shares; 2025Q3: 2,545 shares; 2025Q4: 2,550 shares; 2026Q1: 2,553 shares 2,553 $946K 0.15% +3 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: 49,690 shares; 2024Q4: 50,614 shares; 2025Q1: 51,693 shares; 2025Q2: 52,125 shares; 2025Q3: 13,436 shares; 2025Q4: 13,904 shares; 2026Q1: 12,146 shares 12,146 $942K 0.15% -1,758 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: 5,624 shares; 2024Q4: 5,636 shares; 2025Q1: 5,783 shares; 2025Q2: 5,951 shares; 2025Q3: 6,795 shares; 2025Q4: 6,397 shares; 2026Q1: 6,375 shares 6,375 $935K 0.14% -22 Timeline IYW 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: 17,615 shares; 2024Q4: 21,048 shares; 2025Q1: 23,658 shares; 2025Q2: 21,996 shares; 2025Q3: 8,471 shares; 2025Q4: 8,531 shares; 2026Q1: 5,024 shares 5,024 $911K 0.14% -3,507 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: 4,561 shares; 2024Q4: 4,431 shares; 2025Q1: 3,937 shares; 2025Q2: 3,885 shares; 2025Q3: 3,891 shares; 2025Q4: 3,959 shares; 2026Q1: 4,002 shares 4,002 $905K 0.14% +43 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,425 shares; 2025Q1: 1,403 shares; 2025Q2: 1,384 shares; 2025Q3: 1,315 shares; 2025Q4: 1,382 shares; 2026Q1: 1,830 shares 1,830 $900K 0.14% +448 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,339 shares; 2024Q4: 5,339 shares; 2025Q1: 5,339 shares; 2025Q2: 5,361 shares; 2025Q3: 5,376 shares; 2025Q4: 5,849 shares; 2026Q1: 10,827 shares 10,827 $897K 0.14% +4,978 Timeline DFAX 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: 26,178 shares; 2024Q4: 26,178 shares; 2025Q1: 26,178 shares; 2025Q2: 26,178 shares; 2025Q3: 26,178 shares; 2025Q4: 26,178 shares; 2026Q1: 26,178 shares 26,178 $889K 0.14% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,390 shares; 2025Q3: 1,403 shares; 2025Q4: 1,426 shares; 2026Q1: 1,424 shares 1,424 $880K 0.14% -2 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 7,811 shares; 2025Q1: 8,706 shares; 2025Q2: 9,063 shares; 2025Q3: 9,381 shares; 2025Q4: 9,931 shares; 2026Q1: 11,465 shares 11,465 $878K 0.14% +1,534 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: 14,366 shares; 2024Q4: 31,117 shares; 2025Q1: 28,240 shares; 2025Q2: 30,487 shares; 2025Q3: 30,826 shares; 2025Q4: 35,362 shares; 2026Q1: 35,345 shares 35,345 $875K 0.14% -17 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,162 shares; 2025Q1: 4,194 shares; 2025Q2: 4,227 shares; 2025Q3: 4,241 shares; 2025Q4: 3,527 shares; 2026Q1: 3,470 shares 3,470 $870K 0.13% -57 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,463 shares; 2024Q4: 18,666 shares; 2025Q1: 18,799 shares; 2025Q2: 19,066 shares; 2025Q3: 20,129 shares; 2025Q4: 19,536 shares; 2026Q1: 3,520 shares 3,520 $870K 0.13% -16,016 Timeline DFAC 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: 22,372 shares; 2024Q4: 22,372 shares; 2025Q1: 22,372 shares; 2025Q2: 22,372 shares; 2025Q3: 22,372 shares; 2025Q4: 22,372 shares; 2026Q1: 22,372 shares 22,372 $869K 0.13% 0 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: 9,420 shares; 2024Q4: 9,880 shares; 2025Q1: 9,490 shares; 2025Q2: 9,606 shares; 2025Q3: 10,711 shares; 2025Q4: 10,671 shares; 2026Q1: 10,819 shares 10,819 $861K 0.13% +148 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: 13,473 shares; 2024Q4: 6,661 shares; 2025Q1: 7,494 shares; 2025Q2: 7,816 shares; 2025Q3: 8,352 shares; 2025Q4: 8,568 shares; 2026Q1: 8,955 shares 8,955 $855K 0.13% +387 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,721 shares; 2025Q3: 10,721 shares; 2025Q4: 16,556 shares; 2026Q1: 32,579 shares 32,579 $835K 0.13% +16,023 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: not reported; 2026Q1: 4,019 shares 4,019 $827K 0.13% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,890 shares; 2025Q2: 2,889 shares; 2025Q3: 3,597 shares; 2025Q4: 3,779 shares; 2026Q1: 3,866 shares 3,866 $827K 0.13% +87 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: 4,518 shares; 2024Q4: 4,589 shares; 2025Q1: 4,537 shares; 2025Q2: 4,556 shares; 2025Q3: 4,645 shares; 2025Q4: 4,623 shares; 2026Q1: 4,645 shares 4,645 $806K 0.12% +22 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: 4,929 shares; 2024Q4: 5,171 shares; 2025Q1: 4,285 shares; 2025Q2: 4,308 shares; 2025Q3: 3,833 shares; 2025Q4: 4,119 shares; 2026Q1: 5,577 shares 5,577 $805K 0.12% +1,458 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,043 shares; 2026Q1: 3,142 shares 3,142 $798K 0.12% +99 Timeline ESGU 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: 6,025 shares; 2024Q4: 6,005 shares; 2025Q1: 5,978 shares; 2025Q2: 5,957 shares; 2025Q3: 5,873 shares; 2025Q4: 5,736 shares; 2026Q1: 5,632 shares 5,632 $797K 0.12% -104 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,062 shares; 2025Q1: 12,384 shares; 2025Q2: 17,202 shares; 2025Q3: 20,157 shares; 2025Q4: 23,737 shares; 2026Q1: 25,647 shares 25,647 $790K 0.12% +1,910 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 12,995 shares; 2025Q1: 12,995 shares; 2025Q2: 12,460 shares; 2025Q3: 13,847 shares; 2025Q4: 14,550 shares; 2026Q1: 14,847 shares 14,847 $783K 0.12% +297 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 3,321 shares; 2025Q1: 3,847 shares; 2025Q2: 3,908 shares; 2025Q3: 4,639 shares; 2025Q4: 5,042 shares; 2026Q1: 5,274 shares 5,274 $781K 0.12% +232 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,575 shares; 2024Q4: 83,475 shares; 2025Q1: 82,075 shares; 2025Q2: 82,075 shares; 2025Q3: 79,900 shares; 2025Q4: 74,501 shares; 2026Q1: 60,501 shares 60,501 $771K 0.12% -14,000 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: 16,998 shares; 2024Q4: 14,539 shares; 2025Q1: 13,814 shares; 2025Q2: 12,578 shares; 2025Q3: 12,431 shares; 2025Q4: 11,902 shares; 2026Q1: 12,163 shares 12,163 $738K 0.11% +261 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 675 shares; 2025Q1: 1,604 shares; 2025Q2: 1,804 shares; 2025Q3: 1,787 shares; 2025Q4: 2,036 shares; 2026Q1: 2,027 shares 2,027 $723K 0.11% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 1,503 shares; 2025Q4: 1,504 shares; 2026Q1: 3,671 shares 3,671 $720K 0.11% +2,167 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,930 shares 1,930 $709K 0.11% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,393 shares; 2024Q4: 13,396 shares; 2025Q1: 13,518 shares; 2025Q2: 13,569 shares; 2025Q3: 13,529 shares; 2025Q4: 13,638 shares; 2026Q1: 13,070 shares 13,070 $704K 0.11% -568 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: 8,280 shares; 2024Q4: 9,869 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,334 shares; 2025Q4: 14,395 shares; 2026Q1: 10,265 shares 10,265 $699K 0.11% -4,130 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,460 shares; 2025Q4: 2,526 shares; 2026Q1: 2,952 shares 2,952 $680K 0.11% +426 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,848 shares; 2024Q4: 5,848 shares; 2025Q1: 5,691 shares; 2025Q2: 5,617 shares; 2025Q3: 5,420 shares; 2025Q4: 5,473 shares; 2026Q1: 8,256 shares 8,256 $671K 0.1% +2,783 Timeline LRGF 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: 13,099 shares; 2024Q4: 13,432 shares; 2025Q1: 14,554 shares; 2025Q2: 10,196 shares; 2025Q3: 10,128 shares; 2025Q4: 10,128 shares; 2026Q1: 10,128 shares 10,128 $668K 0.1% 0 Timeline PXF 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: 9,150 shares; 2024Q4: 9,150 shares; 2025Q1: 9,150 shares; 2025Q2: 9,150 shares; 2025Q3: 9,150 shares; 2025Q4: 9,151 shares; 2026Q1: 9,151 shares 9,151 $640K 0.1% 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: 3,761 shares; 2024Q4: 3,777 shares; 2025Q1: 3,217 shares; 2025Q2: 3,121 shares; 2025Q3: 2,921 shares; 2025Q4: 5,315 shares; 2026Q1: 5,240 shares 5,240 $619K 0.1% -75 Timeline IYG 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: 8,583 shares; 2024Q4: 8,383 shares; 2025Q1: 7,438 shares; 2025Q2: 7,438 shares; 2025Q3: 7,438 shares; 2025Q4: 7,356 shares; 2026Q1: 7,457 shares 7,457 $618K 0.1% +101 Timeline EMLC 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: 23,349 shares; 2026Q1: 24,435 shares 24,435 $614K 0.09% +1,086 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: 907 shares; 2024Q4: 1,014 shares; 2025Q1: 713 shares; 2025Q2: 731 shares; 2025Q3: 950 shares; 2025Q4: 1,019 shares; 2026Q1: 1,064 shares 1,064 $601K 0.09% +45 Timeline EUHY 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: 11,417 shares 11,417 $599K 0.09% new 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: 545 shares; 2024Q4: 630 shares; 2025Q1: 533 shares; 2025Q2: 592 shares; 2025Q3: 876 shares; 2025Q4: 1,160 shares; 2026Q1: 1,162 shares 1,162 $581K 0.09% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,900 shares; 2026Q1: 23,606 shares 23,606 $576K 0.09% +2,706 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: 1,626 shares; 2024Q4: 1,808 shares; 2025Q1: 1,691 shares; 2025Q2: 1,763 shares; 2025Q3: 1,724 shares; 2025Q4: 1,718 shares; 2026Q1: 1,849 shares 1,849 $575K 0.09% +131 Timeline SYSB 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: 5,460 shares; 2026Q1: 6,409 shares 6,409 $570K 0.09% +949 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: 6,826 shares; 2024Q4: 5,231 shares; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: not reported; 2025Q4: 5,696 shares; 2026Q1: 5,357 shares 5,357 $569K 0.09% -339 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: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,629 shares; 2026Q1: 2,649 shares 2,649 $566K 0.09% +20 Timeline ILCV 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: 15,708 shares; 2025Q2: 5,140 shares; 2025Q3: 5,049 shares; 2025Q4: 5,516 shares; 2026Q1: 6,067 shares 6,067 $565K 0.09% +551 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: 8,401 shares; 2024Q4: 8,596 shares; 2025Q1: 8,596 shares; 2025Q2: 6,745 shares; 2025Q3: 6,912 shares; 2025Q4: 6,253 shares; 2026Q1: 6,345 shares 6,345 $559K 0.09% +92 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,054 shares 5,054 $554K 0.09% new 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: 19,817 shares; 2024Q4: 25,411 shares; 2025Q1: 25,814 shares; 2025Q2: 27,131 shares; 2025Q3: 28,823 shares; 2025Q4: 29,202 shares; 2026Q1: 3,203 shares 3,203 $551K 0.09% -25,999 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,047 shares 4,047 $549K 0.08% new 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: 305 shares; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: 324 shares; 2025Q3: 326 shares; 2025Q4: 338 shares; 2026Q1: 372 shares 372 $548K 0.08% +34 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 10,236 shares; 2025Q1: 10,236 shares; 2025Q2: 9,746 shares; 2025Q3: 9,541 shares; 2025Q4: 9,540 shares; 2026Q1: 9,040 shares 9,040 $536K 0.08% -500 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,798 shares; 2025Q3: 1,853 shares; 2025Q4: 2,918 shares; 2026Q1: 4,497 shares 4,497 $533K 0.08% +1,579 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,392 shares; 2026Q1: 1,573 shares 1,573 $532K 0.08% +181 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: 7,760 shares; 2024Q4: 7,774 shares; 2025Q1: 7,617 shares; 2025Q2: 5,488 shares; 2025Q3: 6,053 shares; 2025Q4: 5,610 shares; 2026Q1: 4,541 shares 4,541 $515K 0.08% -1,069 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 11,333 shares; 2025Q1: 11,761 shares; 2025Q2: 6,348 shares; 2025Q3: 5,995 shares; 2025Q4: 4,100 shares; 2026Q1: 4,699 shares 4,699 $512K 0.08% +599 Timeline ICVT 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: 3,583 shares; 2024Q4: 5,452 shares; 2025Q1: 5,137 shares; 2025Q2: 4,134 shares; 2025Q3: 4,369 shares; 2025Q4: 5,277 shares; 2026Q1: 5,024 shares 5,024 $511K 0.08% -253 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: 3,878 shares; 2024Q4: 3,456 shares; 2025Q1: 3,709 shares; 2025Q2: 7,572 shares; 2025Q3: 7,557 shares; 2025Q4: 7,270 shares; 2026Q1: 5,249 shares 5,249 $487K 0.08% -2,021 Timeline VUSB 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: 5,036 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,256 shares; 2026Q1: 9,720 shares 9,720 $484K 0.07% -5,536 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 626 shares; 2025Q1: 574 shares; 2025Q2: 576 shares; 2025Q3: 584 shares; 2025Q4: 576 shares; 2026Q1: 558 shares 558 $484K 0.07% -18 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: 4,928 shares; 2024Q4: 9,708 shares; 2025Q1: not reported; 2025Q2: 6,116 shares; 2025Q3: 4,736 shares; 2025Q4: 8,770 shares; 2026Q1: 8,666 shares 8,666 $468K 0.07% -104 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,348 shares; 2025Q1: 2,336 shares; 2025Q2: 2,462 shares; 2025Q3: 2,818 shares; 2025Q4: 2,813 shares; 2026Q1: 2,868 shares 2,868 $464K 0.07% +55 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: 14,025 shares; 2024Q4: 14,143 shares; 2025Q1: 14,154 shares; 2025Q2: 14,323 shares; 2025Q3: 13,992 shares; 2025Q4: 14,349 shares; 2026Q1: 14,276 shares 14,276 $457K 0.07% -73 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,508 shares; 2025Q2: 2,550 shares; 2025Q3: 2,556 shares; 2025Q4: 2,543 shares; 2026Q1: 2,591 shares 2,591 $452K 0.07% +48 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 354 shares; 2025Q1: 338 shares; 2025Q2: 343 shares; 2025Q3: 348 shares; 2025Q4: 340 shares; 2026Q1: 345 shares 345 $435K 0.07% +5 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 2,117 shares; 2025Q1: 2,071 shares; 2025Q2: 2,058 shares; 2025Q3: 2,186 shares; 2025Q4: 2,153 shares; 2026Q1: 2,180 shares 2,180 $435K 0.07% +27 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,957 shares; 2024Q4: 18,472 shares; 2025Q1: 18,472 shares; 2025Q2: 16,927 shares; 2025Q3: 16,610 shares; 2025Q4: 16,610 shares; 2026Q1: 8,724 shares 8,724 $435K 0.07% -7,886 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: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,648 shares; 2025Q3: 1,648 shares; 2025Q4: 1,648 shares; 2026Q1: 1,751 shares 1,751 $434K 0.07% +103 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: 864 shares; 2024Q4: 1,145 shares; 2025Q1: 878 shares; 2025Q2: 1,041 shares; 2025Q3: 981 shares; 2025Q4: 997 shares; 2026Q1: 1,210 shares 1,210 $433K 0.07% +213 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: 2,348 shares; 2024Q4: 1,328 shares; 2025Q1: 1,332 shares; 2025Q2: 1,354 shares; 2025Q3: 1,292 shares; 2025Q4: 1,306 shares; 2026Q1: 1,321 shares 1,321 $432K 0.07% +15 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,309 shares; 2025Q3: 4,228 shares; 2025Q4: 8,658 shares; 2026Q1: 9,394 shares 9,394 $431K 0.07% +736 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,725 shares; 2024Q4: 28,934 shares; 2025Q1: 28,934 shares; 2025Q2: 28,934 shares; 2025Q3: 27,394 shares; 2025Q4: 25,345 shares; 2026Q1: 20,028 shares 20,028 $424K 0.07% -5,317 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,251 shares; 2025Q1: 4,877 shares; 2025Q2: 5,077 shares; 2025Q3: 5,239 shares; 2025Q4: 5,482 shares; 2026Q1: 4,529 shares 4,529 $421K 0.07% -953 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,237 shares; 2025Q3: 2,235 shares; 2025Q4: 2,203 shares; 2026Q1: 2,152 shares 2,152 $420K 0.07% -51 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: 3,558 shares; 2025Q2: 3,558 shares; 2025Q3: 3,558 shares; 2025Q4: 3,561 shares; 2026Q1: 3,487 shares 3,487 $419K 0.06% -74 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: 12,901 shares; 2024Q4: 11,883 shares; 2025Q1: 11,592 shares; 2025Q2: 10,528 shares; 2025Q3: 10,575 shares; 2025Q4: 10,646 shares; 2026Q1: 9,043 shares 9,043 $416K 0.06% -1,603 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 3,188 shares; 2025Q1: 2,517 shares; 2025Q2: 2,357 shares; 2025Q3: 2,576 shares; 2025Q4: 2,599 shares; 2026Q1: 2,651 shares 2,651 $412K 0.06% +52 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,587 shares; 2026Q1: 2,587 shares 2,587 $411K 0.06% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,249 shares 1,249 $411K 0.06% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,886 shares; 2025Q4: 2,828 shares; 2026Q1: 2,997 shares 2,997 $407K 0.06% +169 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: 875 shares; 2024Q4: 928 shares; 2025Q1: 1,225 shares; 2025Q2: 1,575 shares; 2025Q3: 1,504 shares; 2025Q4: 1,599 shares; 2026Q1: 1,352 shares 1,352 $404K 0.06% -247 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: 493 shares; 2024Q4: 504 shares; 2025Q1: 497 shares; 2025Q2: 435 shares; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 869 shares 869 $401K 0.06% +151 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,452 shares; 2025Q1: 4,387 shares; 2025Q2: 3,872 shares; 2025Q3: 3,902 shares; 2025Q4: 6,027 shares; 2026Q1: 7,027 shares 7,027 $400K 0.06% +1,000 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: 12,535 shares; 2024Q4: 15,585 shares; 2025Q1: 11,475 shares; 2025Q2: 11,747 shares; 2025Q3: 8,084 shares; 2025Q4: 7,938 shares; 2026Q1: 7,956 shares 7,956 $397K 0.06% +18 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: 15,483 shares; 2024Q4: 14,867 shares; 2025Q1: 14,150 shares; 2025Q2: 13,521 shares; 2025Q3: 13,327 shares; 2025Q4: 14,452 shares; 2026Q1: 13,628 shares 13,628 $391K 0.06% -824 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: 8,641 shares; 2024Q4: 8,256 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,754 shares; 2026Q1: 2,802 shares 2,802 $391K 0.06% +48 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: 3,482 shares; 2024Q4: 3,257 shares; 2025Q1: 2,394 shares; 2025Q2: 2,533 shares; 2025Q3: 2,636 shares; 2025Q4: 2,338 shares; 2026Q1: 2,890 shares 2,890 $381K 0.06% +552 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares; 2026Q1: 288 shares 288 $380K 0.06% +70 Timeline IGF 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: 4,602 shares; 2025Q3: 4,941 shares; 2025Q4: 5,412 shares; 2026Q1: 5,603 shares 5,603 $375K 0.06% +191 Timeline HYGW 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: 16,149 shares; 2025Q1: 18,915 shares; 2025Q2: 23,641 shares; 2025Q3: 25,774 shares; 2025Q4: 27,039 shares; 2026Q1: 12,570 shares 12,570 $371K 0.06% -14,469 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares 1,226 $371K 0.06% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 17,290 shares; 2025Q1: 6,710 shares; 2025Q2: 6,772 shares; 2025Q3: 6,437 shares; 2025Q4: 6,440 shares; 2026Q1: 6,422 shares 6,422 $367K 0.06% -18 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,512 shares; 2025Q1: 4,640 shares; 2025Q2: 4,655 shares; 2025Q3: 4,663 shares; 2025Q4: 4,474 shares; 2026Q1: 4,415 shares 4,415 $362K 0.06% -59 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: 1,258 shares; 2024Q4: 1,232 shares; 2025Q1: 1,140 shares; 2025Q2: 1,068 shares; 2025Q3: 1,220 shares; 2025Q4: 1,246 shares; 2026Q1: 1,314 shares 1,314 $356K 0.06% +68 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: 5,918 shares; 2024Q4: 6,085 shares; 2025Q1: 5,154 shares; 2025Q2: 5,167 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares; 2026Q1: 4,249 shares 4,249 $346K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,423 shares; 2025Q4: 1,958 shares; 2026Q1: 2,160 shares 2,160 $346K 0.05% +202 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,226 shares; 2025Q3: 1,365 shares; 2025Q4: 1,602 shares; 2026Q1: 1,653 shares 1,653 $341K 0.05% +51 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,002 shares; 2025Q1: 893 shares; 2025Q2: 962 shares; 2025Q3: 974 shares; 2025Q4: 906 shares; 2026Q1: 921 shares 921 $329K 0.05% +15 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: 9,154 shares; 2024Q4: 9,090 shares; 2025Q1: 9,040 shares; 2025Q2: 6,482 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 6,429 shares 6,429 $325K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,991 shares 5,991 $315K 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: 3,232 shares; 2024Q4: 3,402 shares; 2025Q1: 3,171 shares; 2025Q2: 3,231 shares; 2025Q3: 3,305 shares; 2025Q4: 2,978 shares; 2026Q1: 3,225 shares 3,225 $311K 0.05% +247 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $308K 0.05% 0 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: 7,246 shares; 2024Q4: 7,941 shares; 2025Q1: not reported; 2025Q2: 6,659 shares; 2025Q3: 6,826 shares; 2025Q4: 7,296 shares; 2026Q1: 7,493 shares 7,493 $308K 0.05% +197 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: 40,699 shares; 2024Q4: 40,664 shares; 2025Q1: 33,176 shares; 2025Q2: 28,252 shares; 2025Q3: 26,920 shares; 2025Q4: 26,132 shares; 2026Q1: 26,247 shares 26,247 $303K 0.05% +115 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,433 shares; 2025Q4: 10,440 shares; 2026Q1: 10,447 shares 10,447 $303K 0.05% +7 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,021 shares; 2026Q1: 5,973 shares 5,973 $301K 0.05% -48 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,303 shares; 2025Q2: 2,310 shares; 2025Q3: 1,754 shares; 2025Q4: 1,758 shares; 2026Q1: 1,830 shares 1,830 $300K 0.05% +72 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,242 shares; 2025Q1: 1,024 shares; 2025Q2: 1,027 shares; 2025Q3: 1,162 shares; 2025Q4: 1,326 shares; 2026Q1: 1,266 shares 1,266 $299K 0.05% -60 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 10,630 shares; 2026Q1: 10,630 shares 10,630 $296K 0.05% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 750 shares 750 $293K 0.05% +42 Timeline LODE COMSTOCK INC More: the full row for COMSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,000 shares; 2025Q2: 95,160 shares; 2025Q3: 95,160 shares; 2025Q4: 95,080 shares; 2026Q1: 95,080 shares 95,080 $290K 0.04% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,802 shares; 2026Q1: 6,802 shares 6,802 $290K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,563 shares; 2026Q1: 1,758 shares 1,758 $289K 0.04% +195 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 4,249 shares; 2025Q4: 4,253 shares; 2026Q1: 4,256 shares 4,256 $276K 0.04% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 388 shares 388 $271K 0.04% +17 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: 2,964 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: 3,426 shares; 2025Q4: 3,455 shares; 2026Q1: 3,756 shares 3,756 $270K 0.04% +301 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,714 shares; 2025Q1: 7,872 shares; 2025Q2: 7,934 shares; 2025Q3: 7,988 shares; 2025Q4: 8,680 shares; 2026Q1: 8,750 shares 8,750 $268K 0.04% +70 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: 389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 372 shares; 2026Q1: 392 shares 392 $268K 0.04% +20 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 686 shares 686 $266K 0.04% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 9,655 shares; 2025Q1: 11,230 shares; 2025Q2: 12,548 shares; 2025Q3: 12,892 shares; 2025Q4: 13,608 shares; 2026Q1: 2,823 shares 2,823 $265K 0.04% -10,785 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,209 shares; 2026Q1: 1,229 shares 1,229 $264K 0.04% +20 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,336 shares 1,336 $264K 0.04% new Timeline JBND 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $263K 0.04% 0 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: 12,958 shares; 2024Q4: 38,667 shares; 2025Q1: 10,354 shares; 2025Q2: 10,382 shares; 2025Q3: 10,382 shares; 2025Q4: 10,382 shares; 2026Q1: 10,354 shares 10,354 $260K 0.04% -28 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 7,266 shares; 2025Q3: 7,266 shares; 2025Q4: 7,266 shares; 2026Q1: 7,266 shares 7,266 $260K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,209 shares; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares 1,320 $256K 0.04% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,721 shares 2,721 $253K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,499 shares 1,499 $250K 0.04% +89 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,535 shares 1,535 $245K 0.04% +25 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: 7,020 shares; 2024Q4: 7,083 shares; 2025Q1: 5,511 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,239 shares; 2026Q1: 4,370 shares 4,370 $243K 0.04% +131 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,972 shares; 2026Q1: 5,950 shares 5,950 $243K 0.04% -22 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,220 shares 1,220 $241K 0.04% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,741 shares; 2026Q1: 1,818 shares 1,818 $240K 0.04% +77 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 5,009 shares; 2025Q1: 5,009 shares; 2025Q2: 5,009 shares; 2025Q3: 5,009 shares; 2025Q4: 5,009 shares; 2026Q1: 5,009 shares 5,009 $231K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 682 shares; 2026Q1: 697 shares 697 $229K 0.04% +15 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,915 shares 2,915 $221K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,129 shares; 2026Q1: 1,304 shares 1,304 $221K 0.03% +175 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares 666 $218K 0.03% new Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,651 shares; 2024Q4: 15,371 shares; 2025Q1: 12,972 shares; 2025Q2: 8,420 shares; 2025Q3: 6,734 shares; 2025Q4: 6,734 shares; 2026Q1: 6,734 shares 6,734 $215K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,894 shares 2,894 $211K 0.03% new 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: 746 shares; 2025Q3: 786 shares; 2025Q4: 732 shares; 2026Q1: 583 shares 583 $209K 0.03% -149 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: not reported; 2026Q1: 1,056 shares 1,056 $209K 0.03% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 55,033 shares; 2025Q3: 50,757 shares; 2025Q4: 40,219 shares; 2026Q1: 40,219 shares 40,219 $208K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares 1,218 $207K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 866 shares; 2025Q3: 863 shares; 2025Q4: not reported; 2026Q1: 972 shares 972 $204K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares 810 $203K 0.03% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183 shares 183 $200K 0.03% new Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,532 shares 12,532 $174K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: 12,194 shares 12,194 $138K 0.02% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 11,488 shares 11,488 $103K 0.02% new Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,909 shares; 2025Q1: 81,801 shares; 2025Q2: 81,801 shares; 2025Q3: 75,406 shares; 2025Q4: 69,514 shares; 2026Q1: 58,402 shares 58,402 $99.3K 0.02% -11,112 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME 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: 18,605 shares 18,605 $92.8K 0.01% new Timeline ATLX ATLAS LITHIUM CORP More: the full row for ATLAS LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $78.3K 0.01% 0 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,260 shares; 2024Q4: 30,260 shares; 2025Q1: 30,260 shares; 2025Q2: 30,260 shares; 2025Q3: 30,260 shares; 2025Q4: 20,260 shares; 2026Q1: 20,260 shares 20,260 $60.8K 0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,319 shares 11,319 $52.9K 0.01% new Timeline IPSC CENTURY THERAPEUTICS INC More: the full row for CENTURY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,286 shares; 2025Q3: 15,286 shares; 2025Q4: 15,286 shares; 2026Q1: 20,022 shares 20,022 $45.2K 0.01% +4,736 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,466 shares; 2025Q1: not reported; 2025Q2: 20,392 shares; 2025Q3: 23,405 shares; 2025Q4: 42,983 shares; 2026Q1: 20,324 shares 20,324 $43.1K 0.01% -22,659 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $15.8K <0.01% 0 Timeline CISO CISO GLOBAL INC More: the full row for CISO GLOBAL 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: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $10.4K <0.01% 0 Timeline CYPH CYPHERPUNK TECHNOLOGIES INC More: the full row for CYPHERPUNK TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,200 shares 11,200 $8.9K <0.01% new Timeline