NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,617,534 shares; 2025Q1: 1,575,201 shares; 2025Q2: 1,445,244 shares; 2025Q3: 1,390,724 shares; 2025Q4: 1,326,317 shares; 2026Q1: 1,273,032 shares; 2026Q2: 1,150,733 shares 1,150,733 $230M 14.36% -122,299 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 669,487 shares; 2025Q1: 712,360 shares; 2025Q2: 692,459 shares; 2025Q3: 581,969 shares; 2025Q4: 530,656 shares; 2026Q1: 527,251 shares; 2026Q2: 501,277 shares 501,277 $179M 11.17% -25,974 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 486,007 shares; 2025Q1: 529,124 shares; 2025Q2: 479,128 shares; 2025Q3: 460,701 shares; 2025Q4: 449,470 shares; 2026Q1: 443,038 shares; 2026Q2: 439,355 shares 439,355 $164M 10.22% -3,683 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; 2024Q3: restricted; 2024Q4: 358,523 shares; 2025Q1: 338,969 shares; 2025Q2: 326,754 shares; 2025Q3: 292,631 shares; 2025Q4: 280,563 shares; 2026Q1: 270,572 shares; 2026Q2: 258,869 shares 258,869 $84.7M 5.28% -11,703 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 257,187 shares; 2025Q1: 256,127 shares; 2025Q2: 247,216 shares; 2025Q3: 246,390 shares; 2025Q4: 236,991 shares; 2026Q1: 226,613 shares; 2026Q2: 219,601 shares 219,601 $75.3M 4.7% -7,012 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; 2024Q3: restricted; 2024Q4: 230,911 shares; 2025Q1: 223,861 shares; 2025Q2: 199,971 shares; 2025Q3: 201,561 shares; 2025Q4: 199,639 shares; 2026Q1: 183,587 shares; 2026Q2: 170,921 shares 170,921 $58.3M 3.63% -12,666 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; 2024Q3: restricted; 2024Q4: 437,372 shares; 2025Q1: 449,668 shares; 2025Q2: 425,716 shares; 2025Q3: 411,684 shares; 2025Q4: 410,629 shares; 2026Q1: 321,308 shares; 2026Q2: 366,485 shares 366,485 $53.7M 3.35% +45,177 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,940 shares; 2025Q1: 19,016 shares; 2025Q2: 16,924 shares; 2025Q3: 16,077 shares; 2025Q4: 4,171 shares; 2026Q1: 79,342 shares; 2026Q2: 121,848 shares 121,848 $46M 2.87% +42,506 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; 2024Q3: restricted; 2024Q4: 9,446 shares; 2025Q1: 10,266 shares; 2025Q2: 9,848 shares; 2025Q3: 46,092 shares; 2025Q4: 57,098 shares; 2026Q1: 57,919 shares; 2026Q2: 69,476 shares 69,476 $39.1M 2.44% +11,557 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 218,729 shares; 2025Q1: 222,035 shares; 2025Q2: 200,754 shares; 2025Q3: 170,424 shares; 2025Q4: 165,511 shares; 2026Q1: 128,657 shares; 2026Q2: 109,491 shares 109,491 $38.7M 2.41% -19,166 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; 2024Q3: restricted; 2024Q4: 277,174 shares; 2025Q1: 290,556 shares; 2025Q2: 263,690 shares; 2025Q3: 290,430 shares; 2025Q4: 299,144 shares; 2026Q1: 293,071 shares; 2026Q2: 280,988 shares 280,988 $36.1M 2.25% -12,083 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; 2024Q3: restricted; 2024Q4: 157,015 shares; 2025Q1: 457,745 shares; 2025Q2: 930,777 shares; 2025Q3: 932,696 shares; 2025Q4: 864,622 shares; 2026Q1: 1,782,262 shares; 2026Q2: 1,700,889 shares 1,700,889 $35.2M 2.2% -81,373 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; 2024Q3: restricted; 2024Q4: 36,845 shares; 2025Q1: 37,702 shares; 2025Q2: 35,523 shares; 2025Q3: 35,750 shares; 2025Q4: 32,628 shares; 2026Q1: 30,560 shares; 2026Q2: 28,266 shares 28,266 $33.9M 2.11% -2,294 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; 2024Q3: restricted; 2024Q4: 6,763 shares; 2025Q1: 68,149 shares; 2025Q2: 91,836 shares; 2025Q3: 88,948 shares; 2025Q4: 78,086 shares; 2026Q1: 68,539 shares; 2026Q2: 67,396 shares 67,396 $32.2M 2.01% -1,143 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; 2024Q3: restricted; 2024Q4: 32,627 shares; 2025Q1: 34,341 shares; 2025Q2: 66,894 shares; 2025Q3: 86,300 shares; 2025Q4: 75,450 shares; 2026Q1: 373,023 shares; 2026Q2: 351,595 shares 351,595 $30.9M 1.92% -21,428 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; 2024Q3: restricted; 2024Q4: 72,254 shares; 2025Q1: 74,496 shares; 2025Q2: 72,553 shares; 2025Q3: 66,973 shares; 2025Q4: 65,893 shares; 2026Q1: not reported; 2026Q2: 59,455 shares 59,455 $29.8M 1.86% new 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; 2024Q3: restricted; 2024Q4: 674,206 shares; 2025Q1: 691,799 shares; 2025Q2: 597,562 shares; 2025Q3: 560,472 shares; 2025Q4: 541,154 shares; 2026Q1: 410,812 shares; 2026Q2: 304,062 shares 304,062 $29.3M 1.82% -106,750 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,502 shares; 2025Q1: 75,677 shares; 2025Q2: 71,719 shares; 2025Q3: 68,904 shares; 2025Q4: 70,202 shares; 2026Q1: 66,075 shares; 2026Q2: 63,353 shares 63,353 $28.3M 1.76% -2,722 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154,231 shares; 2025Q1: 158,627 shares; 2025Q2: 146,064 shares; 2025Q3: 139,392 shares; 2025Q4: 123,956 shares; 2026Q1: 120,335 shares; 2026Q2: 112,249 shares 112,249 $25M 1.56% -8,086 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138,538 shares; 2025Q1: 143,978 shares; 2025Q2: 147,449 shares; 2025Q3: 156,922 shares; 2025Q4: 158,655 shares; 2026Q1: 148,038 shares; 2026Q2: 144,545 shares 144,545 $23.6M 1.47% -3,493 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150,254 shares; 2025Q1: 157,113 shares; 2025Q2: 133,009 shares; 2025Q3: 155,667 shares; 2025Q4: 154,620 shares; 2026Q1: 148,876 shares; 2026Q2: 141,466 shares 141,466 $23.4M 1.46% -7,410 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; 2024Q3: restricted; 2024Q4: 84,832 shares; 2025Q1: 87,554 shares; 2025Q2: 83,364 shares; 2025Q3: 85,197 shares; 2025Q4: 86,033 shares; 2026Q1: 54,854 shares; 2026Q2: 49,906 shares 49,906 $20.7M 1.29% -4,948 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,943 shares; 2025Q1: 59,036 shares; 2025Q2: 51,446 shares; 2025Q3: 51,508 shares; 2025Q4: 51,413 shares; 2026Q1: 48,822 shares; 2026Q2: 46,639 shares 46,639 $19.6M 1.22% -2,183 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 6,200 shares; 2026Q1: 8,584 shares; 2026Q2: 257,149 shares 257,149 $18.4M 1.14% +248,565 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,199 shares; 2025Q1: 41,915 shares; 2025Q2: 38,565 shares; 2025Q3: 37,405 shares; 2025Q4: 180,693 shares; 2026Q1: 181,508 shares; 2026Q2: 173,138 shares 173,138 $17.2M 1.07% -8,370 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: not reported; 2025Q3: 13,525 shares; 2025Q4: 12,286 shares; 2026Q1: 10,975 shares; 2026Q2: 55,972 shares 55,972 $16.9M 1.05% +44,997 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 264,464 shares; 2025Q1: 257,232 shares; 2025Q2: 227,107 shares; 2025Q3: 190,754 shares; 2025Q4: 169,003 shares; 2026Q1: 152,246 shares; 2026Q2: 142,084 shares 142,084 $16.8M 1.05% -10,162 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,497 shares; 2025Q1: 8,160 shares; 2025Q2: 30,049 shares; 2025Q3: 38,688 shares; 2025Q4: 34,931 shares; 2026Q1: 31,480 shares; 2026Q2: 28,909 shares 28,909 $14.8M 0.93% -2,571 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; 2024Q3: restricted; 2024Q4: 626,528 shares; 2025Q1: 613,920 shares; 2025Q2: 509,091 shares; 2025Q3: 504,396 shares; 2025Q4: 380,300 shares; 2026Q1: 344,142 shares; 2026Q2: 120,081 shares 120,081 $14.1M 0.88% -224,061 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; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 68,309 shares; 2026Q1: 61,514 shares; 2026Q2: 57,511 shares 57,511 $13.6M 0.85% -4,003 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; 2024Q3: restricted; 2024Q4: 35,602 shares; 2025Q1: 29,250 shares; 2025Q2: 24,091 shares; 2025Q3: 22,645 shares; 2025Q4: 22,229 shares; 2026Q1: 19,739 shares; 2026Q2: 18,149 shares 18,149 $13.6M 0.85% -1,590 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; 2024Q3: restricted; 2024Q4: 53,770 shares; 2025Q1: 54,697 shares; 2025Q2: 53,597 shares; 2025Q3: 58,206 shares; 2025Q4: 45,693 shares; 2026Q1: 42,261 shares; 2026Q2: 33,821 shares 33,821 $13.4M 0.84% -8,440 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 336,583 shares; 2025Q1: 359,915 shares; 2025Q2: 468,523 shares; 2025Q3: 521,181 shares; 2025Q4: 506,304 shares; 2026Q1: 497,648 shares; 2026Q2: 486,935 shares 486,935 $11.7M 0.73% -10,713 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 280,469 shares; 2025Q1: 289,936 shares; 2025Q2: 261,722 shares; 2025Q3: 167,311 shares; 2025Q4: 164,060 shares; 2026Q1: 155,776 shares; 2026Q2: 144,733 shares 144,733 $10.4M 0.65% -11,043 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; 2024Q3: restricted; 2024Q4: 266,339 shares; 2025Q1: 275,248 shares; 2025Q2: 165,611 shares; 2025Q3: 150,618 shares; 2025Q4: 134,263 shares; 2026Q1: 123,027 shares; 2026Q2: 116,473 shares 116,473 $9.47M 0.59% -6,554 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 321,921 shares; 2025Q1: 276,813 shares; 2025Q2: 276,798 shares; 2025Q3: 276,798 shares; 2025Q4: 261,317 shares; 2026Q1: 240,789 shares; 2026Q2: 238,306 shares 238,306 $6.35M 0.4% -2,483 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; 2024Q3: restricted; 2024Q4: 10,985 shares; 2025Q1: 15,450 shares; 2025Q2: 17,325 shares; 2025Q3: 11,875 shares; 2025Q4: 6,701 shares; 2026Q1: 6,241 shares; 2026Q2: 4,995 shares 4,995 $5.77M 0.36% -1,246 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165,188 shares; 2025Q1: 162,498 shares; 2025Q2: 157,727 shares; 2025Q3: 151,810 shares; 2025Q4: 134,085 shares; 2026Q1: 119,705 shares; 2026Q2: 111,482 shares 111,482 $5.49M 0.34% -8,223 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,480 shares; 2025Q1: 3,416 shares; 2025Q2: 3,408 shares; 2025Q3: 3,436 shares; 2025Q4: 3,408 shares; 2026Q1: 4,656 shares; 2026Q2: 4,565 shares 4,565 $4.86M 0.3% -91 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,790 shares; 2025Q1: 23,537 shares; 2025Q2: 19,887 shares; 2025Q3: 17,917 shares; 2025Q4: 16,948 shares; 2026Q1: 15,977 shares; 2026Q2: 14,745 shares 14,745 $3.74M 0.23% -1,232 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; 2024Q3: restricted; 2024Q4: 63,095 shares; 2025Q1: 61,757 shares; 2025Q2: 63,828 shares; 2025Q3: 58,984 shares; 2025Q4: 54,939 shares; 2026Q1: 58,938 shares; 2026Q2: 33,585 shares 33,585 $3.22M 0.2% -25,353 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,947 shares; 2025Q1: 4,947 shares; 2025Q2: 4,897 shares; 2025Q3: 4,897 shares; 2025Q4: 4,522 shares; 2026Q1: 4,848 shares; 2026Q2: 4,828 shares 4,828 $3.06M 0.19% -20 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; 2024Q3: restricted; 2024Q4: 37,963 shares; 2025Q1: 36,232 shares; 2025Q2: 33,081 shares; 2025Q3: 30,823 shares; 2025Q4: 31,529 shares; 2026Q1: 22,183 shares; 2026Q2: 21,830 shares 21,830 $2.98M 0.19% -353 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,757 shares 12,757 $2.86M 0.18% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,748 shares 12,748 $2.82M 0.18% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 54,057 shares; 2025Q1: 47,802 shares; 2025Q2: 22,239 shares; 2025Q3: 19,066 shares; 2025Q4: 11,796 shares; 2026Q1: 10,509 shares; 2026Q2: 9,380 shares 9,380 $2.54M 0.16% -1,129 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250,656 shares; 2025Q1: 73,335 shares; 2025Q2: 62,809 shares; 2025Q3: 83,151 shares; 2025Q4: 74,429 shares; 2026Q1: 32,291 shares; 2026Q2: 30,631 shares 30,631 $2.42M 0.15% -1,660 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; 2024Q3: restricted; 2024Q4: 55,357 shares; 2025Q1: 52,578 shares; 2025Q2: 52,332 shares; 2025Q3: 57,000 shares; 2025Q4: 54,397 shares; 2026Q1: 43,578 shares; 2026Q2: 37,760 shares 37,760 $2.18M 0.14% -5,818 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 535,756 shares; 2025Q1: 550,743 shares; 2025Q2: 167,052 shares; 2025Q3: 101,996 shares; 2025Q4: 83,102 shares; 2026Q1: 30,416 shares; 2026Q2: 48,781 shares 48,781 $2M 0.12% +18,365 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,405 shares; 2025Q1: 4,413 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,963 shares; 2026Q1: 4,963 shares; 2026Q2: 4,963 shares 4,963 $1.85M 0.12% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,157 shares; 2025Q1: 42,857 shares; 2025Q2: 39,708 shares; 2025Q3: 40,320 shares; 2025Q4: 32,991 shares; 2026Q1: 17,909 shares; 2026Q2: 16,178 shares 16,178 $1.83M 0.11% -1,731 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; 2024Q3: restricted; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 1,917 shares; 2026Q2: 1,917 shares 1,917 $1.79M 0.11% 0 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; 2024Q3: restricted; 2024Q4: 760,393 shares; 2025Q1: 415,837 shares; 2025Q2: 377,509 shares; 2025Q3: 265,139 shares; 2025Q4: 42,113 shares; 2026Q1: 42,721 shares; 2026Q2: 40,679 shares 40,679 $1.76M 0.11% -2,042 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,136 shares; 2025Q1: 77,915 shares; 2025Q2: 74,842 shares; 2025Q3: 40,009 shares; 2025Q4: 35,284 shares; 2026Q1: 6,916 shares; 2026Q2: 7,741 shares 7,741 $1.59M 0.1% +825 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,342 shares; 2025Q1: 14,581 shares; 2025Q2: 19,257 shares; 2025Q3: 18,683 shares; 2025Q4: 18,683 shares; 2026Q1: 18,391 shares; 2026Q2: 18,391 shares 18,391 $1.38M 0.09% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,886 shares; 2025Q1: 34,486 shares; 2025Q2: 32,706 shares; 2025Q3: 29,806 shares; 2025Q4: 24,416 shares; 2026Q1: 17,133 shares; 2026Q2: 16,833 shares 16,833 $1.28M 0.08% -300 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 296,693 shares; 2025Q1: 296,057 shares; 2025Q2: 78,165 shares; 2025Q3: 74,917 shares; 2025Q4: 68,468 shares; 2026Q1: 68,046 shares; 2026Q2: 51,719 shares 51,719 $1.22M 0.08% -16,327 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; 2024Q3: restricted; 2024Q4: 19,254 shares; 2025Q1: 18,095 shares; 2025Q2: 20,811 shares; 2025Q3: 18,383 shares; 2025Q4: 10,091 shares; 2026Q1: 7,569 shares; 2026Q2: 3,172 shares 3,172 $1.17M 0.07% -4,397 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; 2024Q3: restricted; 2024Q4: 5,903 shares; 2025Q1: 10,119 shares; 2025Q2: 19,157 shares; 2025Q3: 18,637 shares; 2025Q4: 19,657 shares; 2026Q1: 6,534 shares; 2026Q2: 4,678 shares 4,678 $1.16M 0.07% -1,856 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,173 shares; 2025Q1: 11,705 shares; 2025Q2: 15,023 shares; 2025Q3: 14,963 shares; 2025Q4: 9,235 shares; 2026Q1: 8,340 shares; 2026Q2: 8,340 shares 8,340 $1.13M 0.07% 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; 2024Q3: restricted; 2024Q4: 6,507 shares; 2025Q1: 6,401 shares; 2025Q2: 6,942 shares; 2025Q3: 6,742 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares; 2026Q2: 3,433 shares 3,433 $1.08M 0.07% +625 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,217 shares 6,217 $1.06M 0.07% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,400 shares; 2025Q1: 6,777 shares; 2025Q2: 6,380 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $971K 0.06% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $965K 0.06% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,630 shares; 2025Q1: 10,680 shares; 2025Q2: 2,500 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,000 shares; 2026Q2: 8,000 shares 8,000 $956K 0.06% +7,000 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 196 shares; 2025Q3: 163 shares; 2025Q4: 214 shares; 2026Q1: 221 shares; 2026Q2: 5,350 shares 5,350 $954K 0.06% +5,129 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,700 shares; 2025Q1: 17,700 shares; 2025Q2: 17,700 shares; 2025Q3: 17,700 shares; 2025Q4: 17,700 shares; 2026Q1: 17,700 shares; 2026Q2: 17,700 shares 17,700 $928K 0.06% 0 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; 2024Q3: restricted; 2024Q4: 1,663 shares; 2025Q1: 1,646 shares; 2025Q2: 1,696 shares; 2025Q3: 1,453 shares; 2025Q4: 1,529 shares; 2026Q1: 1,290 shares; 2026Q2: 794 shares 794 $803K 0.05% -496 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; 2024Q3: restricted; 2024Q4: 10,062 shares; 2025Q1: 7,435 shares; 2025Q2: 7,400 shares; 2025Q3: 7,000 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares; 2026Q2: 6,850 shares 6,850 $799K 0.05% -100 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; 2024Q3: restricted; 2024Q4: 2,246 shares; 2025Q1: 2,968 shares; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 3,297 shares; 2026Q1: 2,435 shares; 2026Q2: 2,589 shares 2,589 $728K 0.05% +154 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares 1,285 $720K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109,098 shares; 2025Q1: 99,897 shares; 2025Q2: 108,194 shares; 2025Q3: 63,255 shares; 2025Q4: 10,602 shares; 2026Q1: 5,102 shares; 2026Q2: 5,102 shares 5,102 $712K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,472 shares; 2025Q1: 17,472 shares; 2025Q2: 13,728 shares; 2025Q3: 12,568 shares; 2025Q4: 10,636 shares; 2026Q1: 12,473 shares; 2026Q2: 12,125 shares 12,125 $701K 0.04% -348 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; 2024Q3: restricted; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 4,317 shares; 2025Q3: 7,217 shares; 2025Q4: 7,567 shares; 2026Q1: 10,267 shares; 2026Q2: 9,267 shares 9,267 $669K 0.04% -1,000 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; 2024Q3: restricted; 2024Q4: 9,444 shares; 2025Q1: 10,658 shares; 2025Q2: 22,426 shares; 2025Q3: 26,470 shares; 2025Q4: 32,820 shares; 2026Q1: 31,534 shares; 2026Q2: 5,749 shares 5,749 $644K 0.04% -25,785 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,126 shares; 2025Q1: 19,897 shares; 2025Q2: 10,055 shares; 2025Q3: 9,779 shares; 2025Q4: 8,628 shares; 2026Q1: 4,473 shares; 2026Q2: 4,713 shares 4,713 $638K 0.04% +240 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 154 shares; 2025Q2: 174 shares; 2025Q3: 126 shares; 2025Q4: 168 shares; 2026Q1: 356 shares; 2026Q2: 374 shares 374 $635K 0.04% +18 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; 2024Q3: restricted; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 305 shares; 2025Q3: 320 shares; 2025Q4: 305 shares; 2026Q1: 359 shares; 2026Q2: 315 shares 315 $627K 0.04% -44 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; 2024Q3: restricted; 2024Q4: 6,624 shares; 2025Q1: 7,268 shares; 2025Q2: 7,158 shares; 2025Q3: 7,000 shares; 2025Q4: 7,610 shares; 2026Q1: 3,009 shares; 2026Q2: 1,672 shares 1,672 $590K 0.04% -1,337 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,323 shares; 2025Q1: 7,251 shares; 2025Q2: 7,313 shares; 2025Q3: 12,165 shares; 2025Q4: 12,165 shares; 2026Q1: 12,165 shares; 2026Q2: 12,165 shares 12,165 $583K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,820 shares; 2025Q1: 23,841 shares; 2025Q2: 13,032 shares; 2025Q3: 12,524 shares; 2025Q4: 5,672 shares; 2026Q1: 3,802 shares; 2026Q2: 3,699 shares 3,699 $579K 0.04% -103 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares; 2026Q2: 2,935 shares 2,935 $516K 0.03% -470 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,729 shares; 2025Q1: 4,834 shares; 2025Q2: 4,954 shares; 2025Q3: 7,204 shares; 2025Q4: 6,576 shares; 2026Q1: 7,823 shares; 2026Q2: 6,928 shares 6,928 $498K 0.03% -895 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,757 shares; 2025Q1: 20,927 shares; 2025Q2: 22,663 shares; 2025Q3: 22,363 shares; 2025Q4: 31,294 shares; 2026Q1: 56,025 shares; 2026Q2: 10,713 shares 10,713 $457K 0.03% -45,312 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; 2024Q3: restricted; 2024Q4: 7,227 shares; 2025Q1: 6,927 shares; 2025Q2: 6,677 shares; 2025Q3: 7,077 shares; 2025Q4: 7,677 shares; 2026Q1: 6,927 shares; 2026Q2: 6,927 shares 6,927 $436K 0.03% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136 shares; 2026Q2: 181 shares 181 $412K 0.03% +45 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,265 shares; 2025Q1: 38,544 shares; 2025Q2: 6,331 shares; 2025Q3: 3,721 shares; 2025Q4: 2,945 shares; 2026Q1: 2,945 shares; 2026Q2: 1,600 shares 1,600 $403K 0.03% -1,345 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,410 shares; 2025Q3: 12,710 shares; 2025Q4: 12,710 shares; 2026Q1: 12,382 shares; 2026Q2: 10,882 shares 10,882 $400K 0.02% -1,500 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 2,158 shares; 2025Q4: 1,543 shares; 2026Q1: 758 shares; 2026Q2: 758 shares 758 $391K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,052 shares; 2025Q1: 3,632 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,902 shares; 2026Q1: 2,532 shares; 2026Q2: 2,063 shares 2,063 $381K 0.02% -469 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 2,058 shares 2,058 $365K 0.02% +1,540 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $354K 0.02% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138,778 shares; 2025Q1: 145,555 shares; 2025Q2: 123,158 shares; 2025Q3: 119,457 shares; 2025Q4: 9,250 shares; 2026Q1: 4,919 shares; 2026Q2: 2,431 shares 2,431 $323K 0.02% -2,488 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,340 shares; 2025Q1: 1,389 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 2,250 shares 2,250 $322K 0.02% +2,000 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,377 shares; 2025Q1: 14,377 shares; 2025Q2: 14,025 shares; 2025Q3: 12,976 shares; 2025Q4: 1,206 shares; 2026Q1: 1,181 shares; 2026Q2: 1,162 shares 1,162 $316K 0.02% -19 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,590 shares; 2025Q1: 43,328 shares; 2025Q2: 16,330 shares; 2025Q3: 10,540 shares; 2025Q4: 5,760 shares; 2026Q1: 5,760 shares; 2026Q2: 6,610 shares 6,610 $307K 0.02% +850 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $280K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $278K 0.02% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $274K 0.02% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,850 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares; 2026Q2: 3,290 shares 3,290 $271K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,464 shares; 2025Q1: 6,139 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,741 shares; 2026Q1: 3,616 shares; 2026Q2: 2,956 shares 2,956 $271K 0.02% -660 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,577 shares; 2025Q1: 25,951 shares; 2025Q2: 27,908 shares; 2025Q3: 18,072 shares; 2025Q4: 3,593 shares; 2026Q1: 3,087 shares; 2026Q2: 1,814 shares 1,814 $266K 0.02% -1,273 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,200 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,950 shares; 2026Q2: 2,800 shares 2,800 $266K 0.02% -150 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; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 2,709 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,918 shares; 2026Q1: 1,768 shares; 2026Q2: 1,896 shares 1,896 $240K 0.01% +128 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $238K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,600 shares; 2026Q2: 3,300 shares 3,300 $222K 0.01% -300 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 833 shares; 2026Q2: 616 shares 616 $216K 0.01% -217 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,023 shares; 2025Q1: 3,199 shares; 2025Q2: 3,359 shares; 2025Q3: 1,849 shares; 2025Q4: 1,145 shares; 2026Q1: 857 shares; 2026Q2: 496 shares 496 $202K 0.01% -361 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; 2024Q3: restricted; 2024Q4: 7,813 shares; 2025Q1: 7,813 shares; 2025Q2: 8,313 shares; 2025Q3: 8,313 shares; 2025Q4: 8,313 shares; 2026Q1: 7,813 shares; 2026Q2: 7,813 shares 7,813 $199K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,500 shares; 2025Q3: 5,210 shares; 2025Q4: 5,210 shares; 2026Q1: 5,710 shares; 2026Q2: 5,710 shares 5,710 $199K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 895 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $176K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,252 shares; 2025Q1: 3,303 shares; 2025Q2: 2,557 shares; 2025Q3: 2,457 shares; 2025Q4: 2,260 shares; 2026Q1: 2,110 shares; 2026Q2: 620 shares 620 $162K 0.01% -1,490 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $158K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $158K 0.01% 0 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $127K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,936 shares; 2025Q1: 8,666 shares; 2025Q2: 2,050 shares; 2025Q3: 500 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 600 shares 600 $114K 0.01% +350 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,363 shares; 2025Q1: 13,247 shares; 2025Q2: 3,395 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares; 2026Q2: 1,660 shares 1,660 $114K 0.01% -1,415 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 750 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $113K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $113K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 1,700 shares; 2025Q4: 1,450 shares; 2026Q1: 1,955 shares; 2026Q2: 1,175 shares 1,175 $110K 0.01% -780 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 379 shares 379 $106K 0.01% -250 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; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $104K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $102K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $87.5K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $86.3K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $81.6K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $80.2K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $78.7K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,300 shares; 2025Q1: 36,300 shares; 2025Q2: 36,300 shares; 2025Q3: 34,000 shares; 2025Q4: 23,000 shares; 2026Q1: 20,000 shares; 2026Q2: 15,000 shares 15,000 $75.9K <0.01% -5,000 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 728 shares; 2026Q1: 628 shares; 2026Q2: 600 shares 600 $73.9K <0.01% -28 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; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,300 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $72.9K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $72.8K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 6,670 shares; 2026Q1: 6,670 shares; 2026Q2: 6,670 shares 6,670 $72.5K <0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,607 shares 1,607 $68K <0.01% +607 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $64.5K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,585 shares; 2025Q1: 16,733 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 685 shares; 2026Q2: 600 shares 600 $64.5K <0.01% -85 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $62.4K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,570 shares 3,570 $57.7K <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $57.2K <0.01% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 760 shares; 2025Q3: 720 shares; 2025Q4: 777 shares; 2026Q1: 576 shares; 2026Q2: 576 shares 576 $54K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $51.8K <0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $51.4K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 365 shares 365 $49.5K <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 317,369 shares; 2025Q1: 276,822 shares; 2025Q2: 1,813 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $48.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 273 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $43.8K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 194 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $43.3K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,415 shares; 2025Q1: 927 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $42.1K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $35.4K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $33.5K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $33.3K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,783 shares; 2025Q1: 15,158 shares; 2025Q2: 1,496 shares; 2025Q3: 621 shares; 2025Q4: 422 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $32.7K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $32.2K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 3,620 shares; 2026Q1: 3,620 shares; 2026Q2: 8,620 shares 8,620 $31.6K <0.01% +5,000 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $31.6K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,956 shares; 2025Q1: 32,600 shares; 2025Q2: 3,441 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,349 shares; 2026Q2: 140 shares 140 $30.9K <0.01% -1,209 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $29.8K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $28.7K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $28.4K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 30 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $27.6K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $26.5K <0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $25.7K <0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $24.8K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $22.3K <0.01% 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; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $21.7K <0.01% new Timeline GFUZ SPRING VY ACQUISITION CORP I More: the full row for SPRING VY ACQUISITION CORP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $20.5K <0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,991 shares; 2025Q1: 24,342 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 200 shares 200 $20.4K <0.01% -765 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $19.6K <0.01% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $19.3K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $19.2K <0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $19K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $17.3K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $16.3K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $15.6K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $15.2K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $13.8K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $12.8K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $9.59K <0.01% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $9.36K <0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $9.04K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $8.59K <0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $7.66K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,739 shares; 2025Q1: 60,607 shares; 2025Q2: 60,607 shares; 2025Q3: 85,800 shares; 2025Q4: 56,770 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $7.53K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 20 shares 20 $7.5K <0.01% -7 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 98 shares; 2026Q2: 83 shares 83 $7.35K <0.01% -15 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $7.27K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.2K <0.01% 0 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 800 shares 800 $6.59K <0.01% -800 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $5.58K <0.01% 0 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $5.27K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 96 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 30 shares 30 $4.39K <0.01% -20 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.32K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 14 shares; 2026Q1: not reported; 2026Q2: 3 shares 3 $3.13K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $2.35K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: not reported; 2026Q2: 54 shares 54 $1.14K <0.01% new Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $225 <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $19 <0.01% 0 Timeline