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: not loaded; 2024Q4: 93,000 shares; 2025Q1: 90,197 shares; 2025Q2: 89,836 shares; 2025Q3: 89,247 shares; 2025Q4: 86,643 shares; 2026Q1: 84,873 shares 84,873 $14.8M 12.26% -1,770 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,672 shares; 2025Q1: 65,095 shares; 2025Q2: 64,516 shares; 2025Q3: 63,410 shares; 2025Q4: 62,479 shares; 2026Q1: 59,848 shares 59,848 $7.84M 6.49% -2,631 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 158,599 shares; 2025Q1: 158,271 shares; 2025Q2: 156,293 shares; 2025Q3: 155,598 shares; 2025Q4: 155,033 shares; 2026Q1: 154,404 shares 154,404 $7.1M 5.88% -629 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: not loaded; 2024Q4: 10,693 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,701 shares; 2025Q4: 10,935 shares; 2026Q1: 11,266 shares 11,266 $6.73M 5.58% +331 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,333 shares; 2025Q1: 23,105 shares; 2025Q2: 22,089 shares; 2025Q3: 21,722 shares; 2025Q4: 22,170 shares; 2026Q1: 20,447 shares 20,447 $5.19M 4.3% -1,723 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,833 shares; 2025Q1: 15,839 shares; 2025Q2: 16,138 shares; 2025Q3: 16,697 shares; 2025Q4: 17,250 shares; 2026Q1: 17,174 shares 17,174 $3.57M 2.96% -76 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,843 shares; 2025Q1: 13,818 shares; 2025Q2: 13,792 shares; 2025Q3: 13,823 shares; 2025Q4: 13,823 shares; 2026Q1: 13,834 shares 13,834 $3.27M 2.71% +11 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: not loaded; 2024Q4: 3,207 shares; 2025Q1: 3,181 shares; 2025Q2: 3,172 shares; 2025Q3: 3,165 shares; 2025Q4: 3,152 shares; 2026Q1: 3,144 shares 3,144 $2.89M 2.4% -8 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: not loaded; 2024Q4: 9,154 shares; 2025Q1: 7,932 shares; 2025Q2: 7,864 shares; 2025Q3: 7,859 shares; 2025Q4: 7,862 shares; 2026Q1: 7,712 shares 7,712 $2.85M 2.36% -150 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,018 shares; 2025Q1: 11,606 shares; 2025Q2: 11,585 shares; 2025Q3: 11,995 shares; 2025Q4: 11,732 shares; 2026Q1: 11,661 shares 11,661 $2.43M 2.01% -71 Timeline QQQM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,898 shares; 2025Q3: 8,525 shares; 2025Q4: 9,149 shares; 2026Q1: 9,470 shares 9,470 $2.25M 1.86% +321 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,843 shares; 2025Q1: 5,404 shares; 2025Q2: 5,304 shares; 2025Q3: 6,042 shares; 2025Q4: 5,961 shares; 2026Q1: 5,618 shares 5,618 $2.24M 1.85% -343 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: not loaded; 2024Q4: 13,345 shares; 2025Q1: 13,315 shares; 2025Q2: 13,080 shares; 2025Q3: 13,080 shares; 2025Q4: 12,341 shares; 2026Q1: 12,401 shares 12,401 $2.1M 1.74% +60 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,208 shares; 2025Q1: 7,212 shares; 2025Q2: 7,192 shares; 2025Q3: 6,959 shares; 2025Q4: 7,140 shares; 2026Q1: 6,940 shares 6,940 $1.99M 1.65% -200 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: not loaded; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,186 shares; 2025Q3: 1,185 shares; 2025Q4: 1,220 shares; 2026Q1: 1,202 shares 1,202 $1.77M 1.47% -18 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 loaded; 2024Q4: 4,796 shares; 2025Q1: 4,727 shares; 2025Q2: 4,916 shares; 2025Q3: 4,898 shares; 2025Q4: 4,798 shares; 2026Q1: 4,502 shares 4,502 $1.76M 1.46% -296 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: not loaded; 2024Q4: 7,507 shares; 2025Q1: 7,684 shares; 2025Q2: 7,507 shares; 2025Q3: 7,372 shares; 2025Q4: 7,172 shares; 2026Q1: 7,180 shares 7,180 $1.56M 1.29% +8 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: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,863 shares; 2026Q1: 1,966 shares 1,966 $1.39M 1.15% +103 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: not loaded; 2024Q4: 36,966 shares; 2025Q1: 36,266 shares; 2025Q2: 35,416 shares; 2025Q3: 34,166 shares; 2025Q4: 33,666 shares; 2026Q1: 33,666 shares 33,666 $1.38M 1.14% 0 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: not loaded; 2024Q4: 2,430 shares; 2025Q1: 2,720 shares; 2025Q2: 2,783 shares; 2025Q3: 2,858 shares; 2025Q4: 2,916 shares; 2026Q1: 2,903 shares 2,903 $1.25M 1.03% -13 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,950 shares; 2025Q1: 7,800 shares; 2025Q2: 2,142 shares; 2025Q3: 2,146 shares; 2025Q4: 2,145 shares; 2026Q1: 2,150 shares 2,150 $1.24M 1.03% +5 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,873 shares; 2025Q1: 2,896 shares; 2025Q2: 2,847 shares; 2025Q3: 2,822 shares; 2025Q4: 2,662 shares; 2026Q1: 2,534 shares 2,534 $1.21M 1.01% -128 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,257 shares; 2025Q1: 13,482 shares; 2025Q2: 13,217 shares; 2025Q3: 12,943 shares; 2025Q4: 12,828 shares; 2026Q1: 12,378 shares 12,378 $1.16M 0.96% -450 Timeline SPMO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,819 shares; 2025Q3: 7,513 shares; 2025Q4: 9,188 shares; 2026Q1: 9,658 shares 9,658 $1.08M 0.9% +470 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: not loaded; 2024Q4: 9,171 shares; 2025Q1: 9,180 shares; 2025Q2: 8,764 shares; 2025Q3: 8,775 shares; 2025Q4: 8,784 shares; 2026Q1: 8,792 shares 8,792 $1.06M 0.88% +8 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,875 shares; 2025Q1: 9,325 shares; 2025Q2: 10,070 shares; 2025Q3: 10,070 shares; 2025Q4: 10,005 shares; 2026Q1: 9,505 shares 9,505 $1.06M 0.87% -500 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: not loaded; 2024Q4: 3,670 shares; 2025Q1: not reported; 2025Q2: 6,890 shares; 2025Q3: 7,009 shares; 2025Q4: 7,062 shares; 2026Q1: 7,168 shares 7,168 $1.05M 0.87% +106 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: not loaded; 2024Q4: 4,189 shares; 2025Q1: 4,188 shares; 2025Q2: 4,190 shares; 2025Q3: 4,153 shares; 2025Q4: 4,174 shares; 2026Q1: 4,177 shares 4,177 $1.02M 0.85% +3 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: not loaded; 2024Q4: 2,261 shares; 2025Q1: 2,215 shares; 2025Q2: 2,202 shares; 2025Q3: 2,177 shares; 2025Q4: 2,175 shares; 2026Q1: 1,955 shares 1,955 $977K 0.81% -220 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: not loaded; 2024Q4: 2,714 shares; 2025Q1: 2,803 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,776 shares; 2026Q1: 2,514 shares 2,514 $935K 0.77% -262 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: not loaded; 2024Q4: 1,350 shares; 2025Q1: 1,298 shares; 2025Q2: 1,196 shares; 2025Q3: 3,529 shares; 2025Q4: 3,326 shares; 2026Q1: 3,205 shares 3,205 $919K 0.76% -121 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: not loaded; 2024Q4: 22,282 shares; 2025Q1: 19,532 shares; 2025Q2: 19,533 shares; 2025Q3: 18,759 shares; 2025Q4: 18,495 shares; 2026Q1: 18,147 shares 18,147 $911K 0.75% -348 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,680 shares; 2025Q3: 10,680 shares; 2025Q4: 9,705 shares; 2026Q1: 9,705 shares 9,705 $895K 0.74% 0 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 loaded; 2024Q4: 5,928 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,575 shares; 2025Q4: 2,575 shares; 2026Q1: 3,328 shares 3,328 $834K 0.69% +753 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: not loaded; 2024Q4: 11,268 shares; 2025Q1: 11,268 shares; 2025Q2: 11,233 shares; 2025Q3: 10,849 shares; 2025Q4: 10,742 shares; 2026Q1: 10,642 shares 10,642 $826K 0.68% -100 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,932 shares; 2025Q3: 2,907 shares; 2025Q4: 2,682 shares; 2026Q1: 2,532 shares 2,532 $815K 0.67% -150 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: not loaded; 2024Q4: 10,494 shares; 2025Q1: 10,494 shares; 2025Q2: 10,494 shares; 2025Q3: 10,494 shares; 2025Q4: 10,494 shares; 2026Q1: 10,494 shares 10,494 $803K 0.67% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,663 shares; 2025Q1: 28,012 shares; 2025Q2: 29,210 shares; 2025Q3: 29,060 shares; 2025Q4: 28,297 shares; 2026Q1: 28,247 shares 28,247 $793K 0.66% -50 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,599 shares; 2025Q1: 8,462 shares; 2025Q2: 7,522 shares; 2025Q3: 7,508 shares; 2025Q4: 7,433 shares; 2026Q1: 7,357 shares 7,357 $760K 0.63% -76 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 799 shares; 2025Q1: 795 shares; 2025Q2: 774 shares; 2025Q3: 794 shares; 2025Q4: 833 shares; 2026Q1: 839 shares 839 $751K 0.62% +6 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: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,492 shares; 2025Q2: 2,586 shares; 2025Q3: 2,613 shares; 2025Q4: 2,618 shares; 2026Q1: 2,613 shares 2,613 $742K 0.61% -5 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: not loaded; 2024Q4: 4,036 shares; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 2,461 shares; 2025Q4: 2,405 shares; 2026Q1: 2,201 shares 2,201 $681K 0.56% -204 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: not loaded; 2024Q4: 1,366 shares; 2025Q1: 1,417 shares; 2025Q2: 1,456 shares; 2025Q3: 1,465 shares; 2025Q4: 1,560 shares; 2026Q1: 1,144 shares 1,144 $655K 0.54% -416 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,690 shares; 2025Q1: 9,668 shares; 2025Q2: 9,817 shares; 2025Q3: 9,718 shares; 2025Q4: 9,741 shares; 2026Q1: 9,569 shares 9,569 $631K 0.52% -172 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: not loaded; 2024Q4: 2,954 shares; 2025Q1: 2,955 shares; 2025Q2: 2,848 shares; 2025Q3: 2,850 shares; 2025Q4: 2,834 shares; 2026Q1: 3,034 shares 3,034 $628K 0.52% +200 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: not loaded; 2024Q4: 6,156 shares; 2025Q1: 6,156 shares; 2025Q2: 6,168 shares; 2025Q3: 6,168 shares; 2025Q4: 6,370 shares; 2026Q1: 6,376 shares 6,376 $592K 0.49% +6 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: not loaded; 2024Q4: 1,530 shares; 2025Q1: not reported; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,040 shares; 2026Q1: 3,830 shares 3,830 $578K 0.48% -210 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: not loaded; 2024Q4: 6,115 shares; 2025Q1: 6,041 shares; 2025Q2: 6,042 shares; 2025Q3: 5,943 shares; 2025Q4: 5,944 shares; 2026Q1: 5,945 shares 5,945 $574K 0.48% +1 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: not loaded; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 404 shares; 2026Q1: 874 shares 874 $571K 0.47% +470 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,631 shares; 2025Q1: 4,823 shares; 2025Q2: 4,643 shares; 2025Q3: 4,558 shares; 2025Q4: 4,577 shares; 2026Q1: 4,565 shares 4,565 $560K 0.46% -12 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: not loaded; 2024Q4: 20,747 shares; 2025Q1: 21,259 shares; 2025Q2: 21,274 shares; 2025Q3: 21,289 shares; 2025Q4: 19,973 shares; 2026Q1: 19,332 shares 19,332 $560K 0.46% -641 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,975 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 5,975 shares; 2026Q1: 5,975 shares 5,975 $552K 0.46% 0 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: not loaded; 2024Q4: 2,201 shares; 2025Q1: 2,597 shares; 2025Q2: 2,520 shares; 2025Q3: 2,504 shares; 2025Q4: 2,500 shares; 2026Q1: 1,854 shares 1,854 $545K 0.45% -646 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 540 shares; 2025Q4: 547 shares; 2026Q1: 616 shares 616 $538K 0.45% +69 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: not loaded; 2024Q4: 3,736 shares; 2025Q1: 3,711 shares; 2025Q2: 3,713 shares; 2025Q3: 3,713 shares; 2025Q4: 3,588 shares; 2026Q1: 3,594 shares 3,594 $532K 0.44% +6 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 loaded; 2024Q4: 5,791 shares; 2025Q1: 5,467 shares; 2025Q2: 5,319 shares; 2025Q3: 5,310 shares; 2025Q4: 11,150 shares; 2026Q1: 11,414 shares 11,414 $524K 0.43% +264 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,661 shares; 2025Q1: 5,661 shares; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 5,456 shares; 2026Q1: 4,725 shares 4,725 $517K 0.43% -731 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,744 shares; 2025Q1: 5,857 shares; 2025Q2: 5,951 shares; 2025Q3: 6,071 shares; 2025Q4: 5,715 shares; 2026Q1: 4,970 shares 4,970 $510K 0.42% -745 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 1,151 shares; 2026Q1: 1,455 shares 1,455 $492K 0.41% +304 Timeline IMTB 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 loaded; 2024Q4: 9,360 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,975 shares; 2025Q4: 9,986 shares; 2026Q1: 11,193 shares 11,193 $490K 0.41% +1,207 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,900 shares; 2025Q1: 2,002 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares 2,093 $481K 0.4% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,542 shares; 2025Q4: 1,367 shares; 2026Q1: 1,401 shares 1,401 $473K 0.39% +34 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,661 shares; 2025Q1: 9,068 shares; 2025Q2: 8,846 shares; 2025Q3: 8,848 shares; 2025Q4: 8,850 shares; 2026Q1: 8,541 shares 8,541 $462K 0.38% -309 Timeline BSV 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 loaded; 2024Q4: 6,635 shares; 2025Q1: 6,435 shares; 2025Q2: 6,435 shares; 2025Q3: 6,235 shares; 2025Q4: 6,155 shares; 2026Q1: 5,610 shares 5,610 $440K 0.36% -545 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $431K 0.36% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,612 shares; 2026Q1: 6,289 shares 6,289 $429K 0.35% +677 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares 1,765 $428K 0.35% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,225 shares; 2025Q1: 10,225 shares; 2025Q2: 10,125 shares; 2025Q3: 8,775 shares; 2025Q4: 8,175 shares; 2026Q1: 7,675 shares 7,675 $394K 0.33% -500 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010 shares 1,010 $392K 0.32% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,414 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,623 shares; 2025Q4: 2,680 shares; 2026Q1: 2,693 shares 2,693 $391K 0.32% +13 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: not loaded; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares 1,181 $388K 0.32% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,304 shares; 2025Q1: 2,306 shares; 2025Q2: 2,307 shares; 2025Q3: 2,308 shares; 2025Q4: 2,310 shares; 2026Q1: 2,311 shares 2,311 $382K 0.32% +1 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,182 shares; 2025Q1: 8,111 shares; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares; 2025Q4: 7,165 shares; 2026Q1: 7,165 shares 7,165 $376K 0.31% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,192 shares; 2025Q2: 2,471 shares; 2025Q3: 2,566 shares; 2025Q4: 2,589 shares; 2026Q1: 2,572 shares 2,572 $376K 0.31% -17 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: not loaded; 2024Q4: 2,708 shares; 2025Q1: 2,699 shares; 2025Q2: 2,677 shares; 2025Q3: 2,652 shares; 2025Q4: 2,559 shares; 2026Q1: 2,559 shares 2,559 $375K 0.31% 0 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 loaded; 2024Q4: 1,175 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares 1,126 $367K 0.3% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,325 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 7,725 shares; 2026Q1: 7,730 shares 7,730 $350K 0.29% +5 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: not loaded; 2024Q4: 2,735 shares; 2025Q1: 2,684 shares; 2025Q2: 2,674 shares; 2025Q3: 2,595 shares; 2025Q4: 2,569 shares; 2026Q1: 2,421 shares 2,421 $350K 0.29% -148 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: not loaded; 2024Q4: 2,601 shares; 2025Q1: 2,501 shares; 2025Q2: 2,499 shares; 2025Q3: 2,495 shares; 2025Q4: 2,838 shares; 2026Q1: 3,091 shares 3,091 $337K 0.28% +253 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241 shares 241 $332K 0.28% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,159 shares; 2025Q1: 4,508 shares; 2025Q2: 4,769 shares; 2025Q3: 4,909 shares; 2025Q4: 5,242 shares; 2026Q1: 5,146 shares 5,146 $315K 0.26% -96 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: not loaded; 2024Q4: 4,470 shares; 2025Q1: 4,285 shares; 2025Q2: 4,303 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares; 2026Q1: 4,138 shares 4,138 $315K 0.26% +10 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: not loaded; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares 476 $310K 0.26% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 364 shares; 2026Q1: 410 shares 410 $298K 0.25% +46 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: not loaded; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares 3,285 $294K 0.24% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares 1,066 $288K 0.24% new Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,494 shares; 2025Q1: 2,479 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,219 shares; 2026Q1: 2,211 shares 2,211 $287K 0.24% -8 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,009 shares; 2026Q1: 1,235 shares 1,235 $285K 0.24% +226 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: not loaded; 2024Q4: 2,305 shares; 2025Q1: 1,878 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares 1,816 $282K 0.23% 0 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 loaded; 2024Q4: 2,390 shares; 2025Q1: 2,365 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,393 shares; 2026Q1: 2,365 shares 2,365 $281K 0.23% -28 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: not reported; 2026Q1: 1,089 shares 1,089 $266K 0.22% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,283 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 4,234 shares; 2025Q4: 4,234 shares; 2026Q1: 4,231 shares 4,231 $262K 0.22% -3 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,226 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,163 shares; 2025Q4: 1,453 shares; 2026Q1: 1,438 shares 1,438 $259K 0.21% -15 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 661 shares 661 $259K 0.21% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,321 shares; 2025Q1: 5,322 shares; 2025Q2: 5,322 shares; 2025Q3: 8,913 shares; 2025Q4: 8,164 shares; 2026Q1: 2,217 shares 2,217 $255K 0.21% -5,947 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $253K 0.21% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares 451 $248K 0.21% new Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares 1,653 $244K 0.2% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,753 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 2,703 shares; 2026Q1: 2,203 shares 2,203 $240K 0.2% -500 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,228 shares 5,228 $233K 0.19% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,118 shares; 2025Q1: 2,118 shares; 2025Q2: 2,118 shares; 2025Q3: 2,118 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares 2,098 $230K 0.19% 0 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: not loaded; 2024Q4: 3,681 shares; 2025Q1: 3,771 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,771 shares; 2026Q1: 3,771 shares 3,771 $229K 0.19% 0 Timeline EFA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,293 shares 2,293 $223K 0.18% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,084 shares; 2025Q1: 2,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790 $217K 0.18% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,118 shares; 2026Q1: 11,936 shares 11,936 $215K 0.18% +818 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares 599 $211K 0.17% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,387 shares 2,387 $210K 0.17% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares 1,295 $210K 0.17% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares 362 $204K 0.17% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 3,117 shares; 2026Q1: 2,024 shares 2,024 $201K 0.17% -1,093 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,731 shares; 2026Q1: 12,027 shares 12,027 $136K 0.11% +1,296 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 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 $45.5K 0.04% 0 Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,640 shares; 2025Q1: 11,002 shares; 2025Q2: 10,647 shares; 2025Q3: 11,178 shares; 2025Q4: 11,852 shares; 2026Q1: 12,597 shares 12,597 $22.3K 0.02% +745 Timeline