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: 56,896 shares; 2025Q1: 56,541 shares; 2025Q2: 55,320 shares; 2025Q3: 54,723 shares; 2025Q4: 53,167 shares; 2026Q1: 52,641 shares; 2026Q2: 47,091 shares 47,091 $9.42M 3.39% -5,550 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,802 shares; 2025Q1: 35,330 shares; 2025Q2: 35,209 shares; 2025Q3: 35,101 shares; 2025Q4: 33,942 shares; 2026Q1: 35,158 shares; 2026Q2: 31,965 shares 31,965 $9.25M 3.33% -3,193 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 514,832 shares; 2025Q1: 550,180 shares; 2025Q2: 553,297 shares; 2025Q3: 600,770 shares; 2025Q4: 662,976 shares; 2026Q1: 651,148 shares; 2026Q2: 634,410 shares 634,410 $9.1M 3.27% -16,738 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; 2024Q3: restricted; 2024Q4: 12,283 shares; 2025Q1: not reported; 2025Q2: 12,157 shares; 2025Q3: 12,147 shares; 2025Q4: 11,800 shares; 2026Q1: 11,829 shares; 2026Q2: 11,762 shares 11,762 $8.66M 3.12% -67 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: 18,304 shares; 2025Q1: 18,862 shares; 2025Q2: 18,959 shares; 2025Q3: 18,974 shares; 2025Q4: 18,073 shares; 2026Q1: 18,727 shares; 2026Q2: 17,727 shares 17,727 $6.34M 2.28% -1,000 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: 15,977 shares; 2025Q1: 16,252 shares; 2025Q2: 16,233 shares; 2025Q3: 16,299 shares; 2025Q4: 15,144 shares; 2026Q1: 15,689 shares; 2026Q2: 14,689 shares 14,689 $5.19M 1.87% -1,000 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: 15,939 shares; 2025Q1: 15,595 shares; 2025Q2: 15,893 shares; 2025Q3: 15,302 shares; 2025Q4: 15,033 shares; 2026Q1: 15,237 shares; 2026Q2: 13,500 shares 13,500 $5.1M 1.83% -1,737 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: 20,090 shares; 2025Q1: 19,727 shares; 2025Q2: 20,062 shares; 2025Q3: 20,110 shares; 2025Q4: 20,041 shares; 2026Q1: 20,341 shares; 2026Q2: 20,235 shares 20,235 $5.09M 1.83% -106 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,527 shares; 2025Q1: 16,582 shares; 2025Q2: 16,918 shares; 2025Q3: 17,612 shares; 2025Q4: 22,628 shares; 2026Q1: 20,540 shares; 2026Q2: 23,187 shares 23,187 $5.02M 1.81% +2,647 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; 2024Q3: restricted; 2024Q4: 20,526 shares; 2025Q1: 20,746 shares; 2025Q2: 20,692 shares; 2025Q3: 20,554 shares; 2025Q4: 20,609 shares; 2026Q1: 20,778 shares; 2026Q2: 19,955 shares 19,955 $4.76M 1.71% -823 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: 6,975 shares; 2025Q1: 6,893 shares; 2025Q2: 6,766 shares; 2025Q3: 6,785 shares; 2025Q4: 6,876 shares; 2026Q1: 7,433 shares; 2026Q2: 7,757 shares 7,757 $4.37M 1.57% +324 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,437 shares; 2025Q1: 9,748 shares; 2025Q2: 9,803 shares; 2025Q3: 9,658 shares; 2025Q4: 8,999 shares; 2026Q1: 9,339 shares; 2026Q2: 9,136 shares 9,136 $3.89M 1.4% -203 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: 8,965 shares; 2025Q1: 9,747 shares; 2025Q2: 9,516 shares; 2025Q3: 9,474 shares; 2025Q4: 9,680 shares; 2026Q1: 9,882 shares; 2026Q2: 9,903 shares 9,903 $3.69M 1.33% +21 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,647 shares; 2025Q1: 29,411 shares; 2025Q2: 27,456 shares; 2025Q3: 25,892 shares; 2025Q4: 53,623 shares; 2026Q1: 47,921 shares; 2026Q2: 44,551 shares 44,551 $3.61M 1.3% -3,370 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,612 shares; 2025Q1: 27,782 shares; 2025Q2: 28,276 shares; 2025Q3: 27,372 shares; 2025Q4: 28,406 shares; 2026Q1: 29,921 shares; 2026Q2: 29,689 shares 29,689 $3.49M 1.26% -232 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,185 shares; 2025Q1: 139,565 shares; 2025Q2: 141,504 shares; 2025Q3: 143,043 shares; 2025Q4: 144,489 shares; 2026Q1: 145,299 shares; 2026Q2: 146,441 shares 146,441 $3.2M 1.15% +1,142 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; 2024Q3: restricted; 2024Q4: 10,413 shares; 2025Q1: 10,178 shares; 2025Q2: 10,036 shares; 2025Q3: 9,967 shares; 2025Q4: 9,698 shares; 2026Q1: 9,645 shares; 2026Q2: 38,051 shares 38,051 $3.07M 1.1% +28,406 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: 2,341 shares; 2025Q1: 2,793 shares; 2025Q2: 2,740 shares; 2025Q3: 2,513 shares; 2025Q4: 2,412 shares; 2026Q1: 2,419 shares; 2026Q2: 2,403 shares 2,403 $2.88M 1.04% -16 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,429 shares; 2025Q1: not reported; 2025Q2: 15,597 shares; 2025Q3: 15,638 shares; 2025Q4: 15,011 shares; 2026Q1: 15,073 shares; 2026Q2: 15,046 shares 15,046 $2.85M 1.03% -27 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: 32,373 shares; 2025Q1: 32,374 shares; 2025Q2: 33,105 shares; 2025Q3: 25,963 shares; 2025Q4: 24,843 shares; 2026Q1: 24,182 shares; 2026Q2: 20,432 shares 20,432 $2.85M 1.03% -3,750 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: 8,649 shares; 2025Q1: 8,588 shares; 2025Q2: 8,372 shares; 2025Q3: 8,366 shares; 2025Q4: 8,399 shares; 2026Q1: 8,466 shares; 2026Q2: 8,262 shares 8,262 $2.83M 1.02% -204 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: 2,813 shares; 2025Q1: 2,839 shares; 2025Q2: 2,819 shares; 2025Q3: 2,840 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares; 2026Q2: 2,796 shares 2,796 $2.83M 1.02% -36 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: 4,263 shares; 2025Q1: 4,171 shares; 2025Q2: 4,441 shares; 2025Q3: 3,932 shares; 2025Q4: 3,877 shares; 2026Q1: 3,615 shares; 2026Q2: 2,386 shares 2,386 $2.75M 0.99% -1,229 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: 541 shares; 2025Q1: 591 shares; 2025Q2: 4,210 shares; 2025Q3: 5,806 shares; 2025Q4: 5,805 shares; 2026Q1: 2,646 shares; 2026Q2: 6,551 shares 6,551 $2.72M 0.98% +3,905 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; 2024Q3: restricted; 2024Q4: 27,528 shares; 2025Q1: 27,017 shares; 2025Q2: 26,605 shares; 2025Q3: 26,157 shares; 2025Q4: 25,617 shares; 2026Q1: 26,916 shares; 2026Q2: 25,323 shares 25,323 $2.62M 0.94% -1,593 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,788 shares; 2025Q1: 32,396 shares; 2025Q2: 28,523 shares; 2025Q3: 26,600 shares; 2025Q4: 50,465 shares; 2026Q1: 48,910 shares; 2026Q2: 24,707 shares 24,707 $2.58M 0.93% -24,203 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 78,275 shares; 2025Q1: 78,431 shares; 2025Q2: 78,233 shares; 2025Q3: 79,167 shares; 2025Q4: 78,112 shares; 2026Q1: 77,176 shares; 2026Q2: 76,764 shares 76,764 $2.45M 0.88% -412 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 44,343 shares; 2025Q1: 44,743 shares; 2025Q2: 43,994 shares; 2025Q3: 43,761 shares; 2025Q4: 42,538 shares; 2026Q1: 42,996 shares; 2026Q2: 42,815 shares 42,815 $2.44M 0.88% -181 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,061 shares; 2025Q1: 4,324 shares; 2025Q2: 4,274 shares; 2025Q3: 4,404 shares; 2025Q4: 4,446 shares; 2026Q1: 4,562 shares; 2026Q2: 26,774 shares 26,774 $2.31M 0.83% +22,212 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: 12,669 shares; 2025Q1: 12,609 shares; 2025Q2: 12,449 shares; 2025Q3: 12,454 shares; 2025Q4: 12,548 shares; 2026Q1: 12,594 shares; 2026Q2: 12,648 shares 12,648 $2.29M 0.82% +54 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,573 shares; 2025Q1: 23,524 shares; 2025Q2: 23,482 shares; 2025Q3: 23,507 shares; 2025Q4: 23,261 shares; 2026Q1: 23,424 shares; 2026Q2: 23,051 shares 23,051 $2.22M 0.8% -373 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: 2,314 shares; 2025Q1: 2,335 shares; 2025Q2: 2,338 shares; 2025Q3: 2,411 shares; 2025Q4: 2,156 shares; 2026Q1: 2,205 shares; 2026Q2: 2,086 shares 2,086 $2.22M 0.8% -119 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: 11,256 shares; 2025Q1: 11,991 shares; 2025Q2: 11,790 shares; 2025Q3: 12,165 shares; 2025Q4: 12,077 shares; 2026Q1: 13,067 shares; 2026Q2: 11,748 shares 11,748 $2.17M 0.78% -1,319 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,487 shares; 2025Q1: 7,375 shares; 2025Q2: 7,189 shares; 2025Q3: 6,990 shares; 2025Q4: 6,953 shares; 2026Q1: 6,933 shares; 2026Q2: 6,752 shares 6,752 $2.05M 0.74% -181 Timeline TOAK MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,033 shares; 2025Q1: 44,227 shares; 2025Q2: 67,511 shares; 2025Q3: 71,184 shares; 2025Q4: 85,232 shares; 2026Q1: 85,146 shares; 2026Q2: 70,361 shares 70,361 $2.03M 0.73% -14,785 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,152 shares; 2025Q1: 19,081 shares; 2025Q2: 14,602 shares; 2025Q3: 14,053 shares; 2025Q4: 13,695 shares; 2026Q1: 14,163 shares; 2026Q2: 12,570 shares 12,570 $1.95M 0.7% -1,593 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: 28,948 shares; 2025Q1: 30,145 shares; 2025Q2: 30,462 shares; 2025Q3: 32,613 shares; 2025Q4: 31,716 shares; 2026Q1: 30,895 shares; 2026Q2: 29,810 shares 29,810 $1.87M 0.67% -1,085 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,013 shares; 2025Q1: 9,024 shares; 2025Q2: 9,001 shares; 2025Q3: 9,031 shares; 2025Q4: 9,106 shares; 2026Q1: 9,057 shares; 2026Q2: 8,950 shares 8,950 $1.87M 0.67% -107 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: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,046 shares; 2025Q3: 2,050 shares; 2025Q4: 2,008 shares; 2026Q1: 2,014 shares; 2026Q2: 15,461 shares 15,461 $1.85M 0.66% +13,447 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: 25,219 shares; 2025Q1: 25,126 shares; 2025Q2: 19,876 shares; 2025Q3: 17,475 shares; 2025Q4: 15,006 shares; 2026Q1: 14,949 shares; 2026Q2: 13,160 shares 13,160 $1.8M 0.65% -1,789 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; 2024Q3: restricted; 2024Q4: 15,336 shares; 2025Q1: 15,395 shares; 2025Q2: 15,447 shares; 2025Q3: 15,414 shares; 2025Q4: 15,506 shares; 2026Q1: 15,664 shares; 2026Q2: 14,959 shares 14,959 $1.72M 0.62% -705 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: 10,312 shares; 2025Q1: 17,445 shares; 2025Q2: 18,330 shares; 2025Q3: 18,903 shares; 2025Q4: 17,183 shares; 2026Q1: 14,673 shares; 2026Q2: 17,861 shares 17,861 $1.71M 0.62% +3,188 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: 4,163 shares; 2025Q1: 4,067 shares; 2025Q2: 4,113 shares; 2025Q3: 4,186 shares; 2025Q4: 4,236 shares; 2026Q1: 4,259 shares; 2026Q2: 4,316 shares 4,316 $1.52M 0.55% +57 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,290 shares; 2025Q1: 18,434 shares; 2025Q2: 18,471 shares; 2025Q3: 18,669 shares; 2025Q4: 18,582 shares; 2026Q1: 18,516 shares; 2026Q2: 18,393 shares 18,393 $1.52M 0.55% -123 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: 9,481 shares; 2025Q1: 9,487 shares; 2025Q2: 9,503 shares; 2025Q3: 9,448 shares; 2025Q4: 9,430 shares; 2026Q1: 9,536 shares; 2026Q2: 9,538 shares 9,538 $1.49M 0.54% +2 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: 4,600 shares; 2025Q1: 4,654 shares; 2025Q2: 4,708 shares; 2025Q3: 4,799 shares; 2025Q4: 4,757 shares; 2026Q1: 4,773 shares; 2026Q2: 4,493 shares 4,493 $1.47M 0.53% -280 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,420 shares; 2025Q1: 3,415 shares; 2025Q2: 3,410 shares; 2025Q3: 3,440 shares; 2025Q4: 7,750 shares; 2026Q1: 14,688 shares; 2026Q2: 29,702 shares 29,702 $1.46M 0.52% +15,014 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; 2024Q3: restricted; 2024Q4: 8,986 shares; 2025Q1: 8,925 shares; 2025Q2: 9,107 shares; 2025Q3: 9,041 shares; 2025Q4: 9,064 shares; 2026Q1: 9,132 shares; 2026Q2: 9,057 shares 9,057 $1.43M 0.52% -75 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: 11,144 shares; 2025Q1: 11,311 shares; 2025Q2: 11,361 shares; 2025Q3: 11,324 shares; 2025Q4: 11,316 shares; 2026Q1: 11,320 shares; 2026Q2: 11,227 shares 11,227 $1.42M 0.51% -93 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: 5,255 shares; 2025Q1: 5,945 shares; 2025Q2: 5,854 shares; 2025Q3: 5,988 shares; 2025Q4: 5,849 shares; 2026Q1: 5,948 shares; 2026Q2: 5,544 shares 5,544 $1.41M 0.51% -404 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: 7,970 shares; 2025Q1: 8,244 shares; 2025Q2: 8,595 shares; 2025Q3: 8,673 shares; 2025Q4: 8,668 shares; 2026Q1: 8,489 shares; 2026Q2: 8,472 shares 8,472 $1.4M 0.51% -17 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,250 shares; 2025Q1: 11,432 shares; 2025Q2: 11,455 shares; 2025Q3: 11,366 shares; 2025Q4: 11,308 shares; 2026Q1: 11,048 shares; 2026Q2: 11,013 shares 11,013 $1.39M 0.5% -35 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; 2024Q3: restricted; 2024Q4: 12,373 shares; 2025Q1: 12,855 shares; 2025Q2: 14,501 shares; 2025Q3: 14,668 shares; 2025Q4: 13,570 shares; 2026Q1: 15,348 shares; 2026Q2: 15,708 shares 15,708 $1.38M 0.5% +360 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,021 shares; 2025Q1: 10,289 shares; 2025Q2: 10,344 shares; 2025Q3: 10,224 shares; 2025Q4: 10,125 shares; 2026Q1: 10,210 shares; 2026Q2: 9,817 shares 9,817 $1.37M 0.49% -393 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: 9,278 shares; 2025Q1: 9,705 shares; 2025Q2: 9,938 shares; 2025Q3: 10,326 shares; 2025Q4: 10,349 shares; 2026Q1: 10,566 shares; 2026Q2: 10,597 shares 10,597 $1.36M 0.49% +31 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,281 shares; 2025Q1: 17,021 shares; 2025Q2: 16,780 shares; 2025Q3: 16,798 shares; 2025Q4: 16,447 shares; 2026Q1: 16,513 shares; 2026Q2: 16,240 shares 16,240 $1.35M 0.48% -273 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: 14,143 shares; 2025Q1: 14,125 shares; 2025Q2: 14,076 shares; 2025Q3: 14,172 shares; 2025Q4: 14,106 shares; 2026Q1: 13,968 shares; 2026Q2: 13,907 shares 13,907 $1.33M 0.48% -61 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: 4,991 shares; 2025Q1: 4,957 shares; 2025Q2: 4,895 shares; 2025Q3: 4,889 shares; 2025Q4: 4,768 shares; 2026Q1: 4,763 shares; 2026Q2: 4,922 shares 4,922 $1.33M 0.48% +159 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; 2024Q3: restricted; 2024Q4: 3,168 shares; 2025Q1: 3,635 shares; 2025Q2: 3,782 shares; 2025Q3: 3,983 shares; 2025Q4: 4,122 shares; 2026Q1: 4,341 shares; 2026Q2: 4,373 shares 4,373 $1.32M 0.48% +32 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,324 shares; 2025Q1: 6,311 shares; 2025Q2: 6,291 shares; 2025Q3: 6,253 shares; 2025Q4: 5,864 shares; 2026Q1: 5,888 shares; 2026Q2: 5,809 shares 5,809 $1.3M 0.47% -79 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; 2024Q3: restricted; 2024Q4: 7,403 shares; 2025Q1: 7,405 shares; 2025Q2: 7,134 shares; 2025Q3: 7,108 shares; 2025Q4: 7,107 shares; 2026Q1: 7,179 shares; 2026Q2: 7,113 shares 7,113 $1.28M 0.46% -66 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: 1,852 shares; 2025Q1: 1,851 shares; 2025Q2: 1,841 shares; 2025Q3: 1,838 shares; 2025Q4: 1,842 shares; 2026Q1: 1,847 shares; 2026Q2: 1,844 shares 1,844 $1.27M 0.46% -3 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: 10,525 shares; 2025Q1: 11,456 shares; 2025Q2: 11,452 shares; 2025Q3: 11,216 shares; 2025Q4: 10,817 shares; 2026Q1: 10,810 shares; 2026Q2: 10,726 shares 10,726 $1.21M 0.44% -84 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: 1,764 shares; 2025Q1: 1,716 shares; 2025Q2: 1,704 shares; 2025Q3: 1,703 shares; 2025Q4: 16,944 shares; 2026Q1: 17,210 shares; 2026Q2: 16,217 shares 16,217 $1.16M 0.42% -993 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: 3,207 shares; 2025Q1: 3,224 shares; 2025Q2: 3,249 shares; 2025Q3: 3,260 shares; 2025Q4: 3,280 shares; 2026Q1: 3,162 shares; 2026Q2: 3,071 shares 3,071 $1.15M 0.41% -91 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,356 shares; 2025Q1: 5,259 shares; 2025Q2: 5,272 shares; 2025Q3: 5,267 shares; 2025Q4: 5,252 shares; 2026Q1: 5,269 shares; 2026Q2: 4,982 shares 4,982 $1.13M 0.41% -287 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: 3,808 shares; 2025Q1: 3,785 shares; 2025Q2: 3,762 shares; 2025Q3: 3,838 shares; 2025Q4: 3,794 shares; 2026Q1: 3,944 shares; 2026Q2: 3,975 shares 3,975 $1.12M 0.4% +31 Timeline SPMD 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: 15,415 shares; 2025Q1: 15,606 shares; 2025Q2: 15,589 shares; 2025Q3: 15,305 shares; 2025Q4: 15,738 shares; 2026Q1: 16,268 shares; 2026Q2: 16,332 shares 16,332 $1.1M 0.4% +64 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: 13,206 shares; 2025Q1: 14,710 shares; 2025Q2: 13,733 shares; 2025Q3: 13,159 shares; 2025Q4: 12,802 shares; 2026Q1: 12,672 shares; 2026Q2: 11,581 shares 11,581 $1.08M 0.39% -1,091 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,692 shares; 2025Q1: 11,893 shares; 2025Q2: 11,853 shares; 2025Q3: 11,738 shares; 2025Q4: 11,258 shares; 2026Q1: 11,465 shares; 2026Q2: 11,883 shares 11,883 $1.08M 0.39% +418 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,206 shares; 2025Q1: 6,309 shares; 2025Q2: 6,590 shares; 2025Q3: 6,516 shares; 2025Q4: 6,363 shares; 2026Q1: 6,428 shares; 2026Q2: 6,225 shares 6,225 $1.05M 0.38% -203 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,261 shares; 2025Q1: 16,637 shares; 2025Q2: 18,686 shares; 2025Q3: 16,413 shares; 2025Q4: 16,077 shares; 2026Q1: 15,913 shares; 2026Q2: 13,896 shares 13,896 $1.04M 0.38% -2,017 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,843 shares; 2025Q1: 6,741 shares; 2025Q2: 9,810 shares; 2025Q3: 8,813 shares; 2025Q4: 8,399 shares; 2026Q1: 7,768 shares; 2026Q2: 7,651 shares 7,651 $1.03M 0.37% -117 Timeline IGM 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: 6,823 shares; 2025Q1: 6,826 shares; 2025Q2: 6,808 shares; 2025Q3: 6,808 shares; 2025Q4: 6,677 shares; 2026Q1: 6,691 shares; 2026Q2: 6,245 shares 6,245 $1.02M 0.37% -446 Timeline IYT 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: 12,329 shares; 2025Q1: 12,218 shares; 2025Q2: 12,089 shares; 2025Q3: 12,106 shares; 2025Q4: 12,097 shares; 2026Q1: 12,179 shares; 2026Q2: 11,718 shares 11,718 $1.02M 0.37% -461 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,163 shares; 2025Q1: 8,118 shares; 2025Q2: 8,367 shares; 2025Q3: 8,297 shares; 2025Q4: 8,249 shares; 2026Q1: 8,364 shares; 2026Q2: 8,308 shares 8,308 $1.01M 0.36% -56 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,835 shares; 2025Q1: 31,228 shares; 2025Q2: 32,642 shares; 2025Q3: 33,230 shares; 2025Q4: 31,632 shares; 2026Q1: 31,642 shares; 2026Q2: 29,312 shares 29,312 $993K 0.36% -2,330 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; 2024Q3: restricted; 2024Q4: 15,421 shares; 2025Q1: 16,156 shares; 2025Q2: 15,873 shares; 2025Q3: 15,999 shares; 2025Q4: 15,664 shares; 2026Q1: 15,912 shares; 2026Q2: 15,799 shares 15,799 $979K 0.35% -113 Timeline VHT 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: 3,431 shares; 2025Q1: 3,298 shares; 2025Q2: 3,262 shares; 2025Q3: 3,253 shares; 2025Q4: 3,133 shares; 2026Q1: 3,148 shares; 2026Q2: 3,132 shares 3,132 $936K 0.34% -16 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,884 shares; 2025Q1: 33,186 shares; 2025Q2: 37,433 shares; 2025Q3: 36,535 shares; 2025Q4: 36,443 shares; 2026Q1: 35,901 shares; 2026Q2: 35,134 shares 35,134 $927K 0.33% -767 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,002 shares; 2025Q1: 21,688 shares; 2025Q2: 22,513 shares; 2025Q3: 20,707 shares; 2025Q4: 19,970 shares; 2026Q1: 19,949 shares; 2026Q2: 19,801 shares 19,801 $915K 0.33% -148 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,656 shares; 2025Q1: 7,790 shares; 2025Q2: 7,796 shares; 2025Q3: 7,801 shares; 2025Q4: 7,475 shares; 2026Q1: 7,692 shares; 2026Q2: 7,687 shares 7,687 $901K 0.32% -5 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: 18,931 shares; 2025Q1: 19,141 shares; 2025Q2: 19,195 shares; 2025Q3: 19,915 shares; 2025Q4: 19,203 shares; 2026Q1: 19,762 shares; 2026Q2: 21,130 shares 21,130 $895K 0.32% +1,368 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,290 shares; 2025Q1: 3,508 shares; 2025Q2: 3,631 shares; 2025Q3: 3,676 shares; 2025Q4: 3,906 shares; 2026Q1: 4,095 shares; 2026Q2: 4,160 shares 4,160 $885K 0.32% +65 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,133 shares; 2025Q1: 3,859 shares; 2025Q2: 4,043 shares; 2025Q3: 4,009 shares; 2025Q4: 4,125 shares; 2026Q1: 3,445 shares; 2026Q2: 3,006 shares 3,006 $880K 0.32% -439 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: 699 shares; 2025Q1: 739 shares; 2025Q2: 763 shares; 2025Q3: 768 shares; 2025Q4: 804 shares; 2026Q1: 798 shares; 2026Q2: 745 shares 745 $875K 0.31% -53 Timeline ITB 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: 8,380 shares; 2025Q1: 8,436 shares; 2025Q2: 8,465 shares; 2025Q3: 8,480 shares; 2025Q4: 8,480 shares; 2026Q1: 8,475 shares; 2026Q2: 8,337 shares 8,337 $871K 0.31% -138 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: 14,916 shares; 2025Q1: 17,736 shares; 2025Q2: 18,573 shares; 2025Q3: 18,248 shares; 2025Q4: 17,844 shares; 2026Q1: 16,570 shares; 2026Q2: 16,975 shares 16,975 $861K 0.31% +405 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 1,834 shares; 2026Q1: 1,835 shares; 2026Q2: 1,313 shares 1,313 $839K 0.3% -522 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,414 shares; 2025Q1: 2,422 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares; 2026Q1: 2,427 shares; 2026Q2: 2,428 shares 2,428 $836K 0.3% +1 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,921 shares; 2025Q1: 7,402 shares; 2025Q2: 7,608 shares; 2025Q3: 7,693 shares; 2025Q4: 6,238 shares; 2026Q1: 6,449 shares; 2026Q2: 6,367 shares 6,367 $832K 0.3% -82 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: 22,853 shares; 2025Q1: 21,861 shares; 2025Q2: 24,378 shares; 2025Q3: 22,344 shares; 2025Q4: 21,351 shares; 2026Q1: 20,579 shares; 2026Q2: 18,499 shares 18,499 $829K 0.3% -2,080 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,072 shares 1,072 $818K 0.29% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,817 shares; 2025Q1: 5,058 shares; 2025Q2: 5,768 shares; 2025Q3: 6,057 shares; 2025Q4: 6,471 shares; 2026Q1: 7,283 shares; 2026Q2: 7,178 shares 7,178 $816K 0.29% -105 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,328 shares; 2025Q1: 32,059 shares; 2025Q2: 31,941 shares; 2025Q3: 26,584 shares; 2025Q4: 16,395 shares; 2026Q1: 17,221 shares; 2026Q2: 18,137 shares 18,137 $815K 0.29% +916 Timeline IHI 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: 16,501 shares; 2025Q1: 16,421 shares; 2025Q2: 16,258 shares; 2025Q3: 16,276 shares; 2025Q4: 16,302 shares; 2026Q1: 16,354 shares; 2026Q2: 16,487 shares 16,487 $815K 0.29% +133 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: 5,654 shares; 2025Q1: 6,040 shares; 2025Q2: 6,095 shares; 2025Q3: 6,038 shares; 2025Q4: 5,933 shares; 2026Q1: 5,995 shares; 2026Q2: 5,999 shares 5,999 $812K 0.29% +4 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,735 shares; 2025Q1: 4,317 shares; 2025Q2: 4,019 shares; 2025Q3: 4,020 shares; 2025Q4: 3,593 shares; 2026Q1: 3,593 shares; 2026Q2: 3,518 shares 3,518 $812K 0.29% -75 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,107 shares; 2025Q1: 6,671 shares; 2025Q2: 6,850 shares; 2025Q3: 7,108 shares; 2025Q4: 8,717 shares; 2026Q1: 9,997 shares; 2026Q2: 10,626 shares 10,626 $805K 0.29% +629 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: 5,859 shares; 2025Q1: 5,483 shares; 2025Q2: 5,531 shares; 2025Q3: 5,478 shares; 2025Q4: 5,087 shares; 2026Q1: 5,080 shares; 2026Q2: 4,959 shares 4,959 $803K 0.29% -121 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD 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: 2,364 shares; 2026Q2: 16,977 shares 16,977 $770K 0.28% +14,613 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,997 shares; 2025Q3: 2,375 shares; 2025Q4: 2,615 shares; 2026Q1: 3,546 shares; 2026Q2: 3,504 shares 3,504 $764K 0.27% -42 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: 2,189 shares; 2025Q1: 2,498 shares; 2025Q2: 2,859 shares; 2025Q3: 3,316 shares; 2025Q4: 4,014 shares; 2026Q1: 5,683 shares; 2026Q2: 10,597 shares 10,597 $761K 0.27% +4,914 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: 6,107 shares; 2025Q1: 6,136 shares; 2025Q2: 6,127 shares; 2025Q3: 6,031 shares; 2025Q4: 6,032 shares; 2026Q1: 6,097 shares; 2026Q2: 5,097 shares 5,097 $747K 0.27% -1,000 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: 3,389 shares; 2025Q1: 3,417 shares; 2025Q2: 3,450 shares; 2025Q3: 3,566 shares; 2025Q4: 3,637 shares; 2026Q1: 4,146 shares; 2026Q2: 4,554 shares 4,554 $745K 0.27% +408 Timeline SPSM 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: 14,696 shares; 2025Q1: 14,706 shares; 2025Q2: 14,398 shares; 2025Q3: 14,358 shares; 2025Q4: 13,178 shares; 2026Q1: 13,044 shares; 2026Q2: 12,884 shares 12,884 $743K 0.27% -160 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: 1,380 shares; 2025Q1: 1,432 shares; 2025Q2: 1,430 shares; 2025Q3: 1,458 shares; 2025Q4: 1,455 shares; 2026Q1: 1,460 shares; 2026Q2: 1,455 shares 1,455 $741K 0.27% -5 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,630 shares; 2025Q1: 5,622 shares; 2025Q2: 5,557 shares; 2025Q3: 5,469 shares; 2025Q4: 5,776 shares; 2026Q1: 6,298 shares; 2026Q2: 6,691 shares 6,691 $734K 0.26% +393 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: 28,238 shares; 2025Q1: 34,535 shares; 2025Q2: 38,775 shares; 2025Q3: 41,899 shares; 2025Q4: 48,376 shares; 2026Q1: 43,567 shares; 2026Q2: 43,681 shares 43,681 $706K 0.25% +114 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,353 shares; 2025Q1: 2,353 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares; 2026Q1: 2,359 shares; 2026Q2: 2,359 shares 2,359 $703K 0.25% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,421 shares; 2025Q1: 20,690 shares; 2025Q2: 24,276 shares; 2025Q3: 27,300 shares; 2025Q4: 23,857 shares; 2026Q1: 23,426 shares; 2026Q2: 25,271 shares 25,271 $691K 0.25% +1,845 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,414 shares; 2025Q1: 3,235 shares; 2025Q2: 3,367 shares; 2025Q3: 4,137 shares; 2025Q4: 3,783 shares; 2026Q1: 4,033 shares; 2026Q2: 4,966 shares 4,966 $691K 0.25% +933 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: 10,049 shares; 2025Q1: 10,601 shares; 2025Q2: 11,061 shares; 2025Q3: 12,484 shares; 2025Q4: 11,693 shares; 2026Q1: 13,686 shares; 2026Q2: 14,140 shares 14,140 $678K 0.24% +454 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: 24,695 shares; 2025Q1: 25,630 shares; 2025Q2: 27,736 shares; 2025Q3: 28,734 shares; 2025Q4: 28,332 shares; 2026Q1: 28,073 shares; 2026Q2: 28,045 shares 28,045 $675K 0.24% -28 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 2,084 shares; 2025Q2: 2,092 shares; 2025Q3: 2,097 shares; 2025Q4: 2,086 shares; 2026Q1: 2,099 shares; 2026Q2: 2,108 shares 2,108 $671K 0.24% +9 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; 2024Q3: restricted; 2024Q4: 5,399 shares; 2025Q1: 5,490 shares; 2025Q2: 5,479 shares; 2025Q3: 5,597 shares; 2025Q4: 5,416 shares; 2026Q1: 5,405 shares; 2026Q2: 5,216 shares 5,216 $660K 0.24% -189 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; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 1,154 shares; 2025Q2: 1,174 shares; 2025Q3: 1,239 shares; 2025Q4: 1,272 shares; 2026Q1: 1,299 shares; 2026Q2: 1,298 shares 1,298 $650K 0.23% -1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 2,314 shares; 2026Q1: 2,747 shares; 2026Q2: 2,908 shares 2,908 $635K 0.23% +161 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,427 shares; 2025Q1: 19,053 shares; 2025Q2: 17,757 shares; 2025Q3: 17,757 shares; 2025Q4: 16,532 shares; 2026Q1: 16,332 shares; 2026Q2: 13,655 shares 13,655 $635K 0.23% -2,677 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: 11,540 shares; 2025Q1: 11,483 shares; 2025Q2: 11,212 shares; 2025Q3: 11,575 shares; 2025Q4: 11,506 shares; 2026Q1: 11,524 shares; 2026Q2: 10,883 shares 10,883 $627K 0.23% -641 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,229 shares; 2025Q1: 22,322 shares; 2025Q2: 20,598 shares; 2025Q3: 18,444 shares; 2025Q4: 14,413 shares; 2026Q1: 14,278 shares; 2026Q2: 13,620 shares 13,620 $626K 0.23% -658 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,475 shares; 2025Q3: 20,588 shares; 2025Q4: 31,355 shares; 2026Q1: 36,799 shares; 2026Q2: 39,646 shares 39,646 $623K 0.22% +2,847 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: not reported; 2025Q1: 3,660 shares; 2025Q2: 4,258 shares; 2025Q3: 4,900 shares; 2025Q4: 4,001 shares; 2026Q1: 3,615 shares; 2026Q2: 2,078 shares 2,078 $619K 0.22% -1,537 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: 837 shares; 2025Q1: 1,061 shares; 2025Q2: 1,068 shares; 2025Q3: 1,039 shares; 2025Q4: 1,005 shares; 2026Q1: 1,007 shares; 2026Q2: 975 shares 975 $619K 0.22% -32 Timeline IAK 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: 4,313 shares; 2025Q1: 4,336 shares; 2025Q2: 4,303 shares; 2025Q3: 4,284 shares; 2025Q4: 4,303 shares; 2026Q1: 4,396 shares; 2026Q2: 4,325 shares 4,325 $608K 0.22% -71 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,645 shares; 2025Q1: 4,737 shares; 2025Q2: 4,782 shares; 2025Q3: 4,730 shares; 2025Q4: 4,521 shares; 2026Q1: 4,766 shares; 2026Q2: 6,202 shares 6,202 $592K 0.21% +1,436 Timeline PHO 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; 2024Q3: restricted; 2024Q4: 9,738 shares; 2025Q1: 9,602 shares; 2025Q2: 9,449 shares; 2025Q3: 9,441 shares; 2025Q4: 9,407 shares; 2026Q1: 9,410 shares; 2026Q2: 8,419 shares 8,419 $582K 0.21% -991 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 864 shares; 2025Q4: 874 shares; 2026Q1: 881 shares; 2026Q2: 880 shares 880 $577K 0.21% -1 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,054 shares; 2025Q1: 8,148 shares; 2025Q2: 11,040 shares; 2025Q3: 13,105 shares; 2025Q4: 9,899 shares; 2026Q1: 10,024 shares; 2026Q2: 10,945 shares 10,945 $576K 0.21% +921 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: 5,485 shares; 2025Q1: 5,626 shares; 2025Q2: 5,532 shares; 2025Q3: 5,561 shares; 2025Q4: 5,607 shares; 2026Q1: 5,643 shares; 2026Q2: 5,621 shares 5,621 $574K 0.21% -22 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,687 shares; 2025Q1: 1,744 shares; 2025Q2: 1,747 shares; 2025Q3: 1,748 shares; 2025Q4: 1,704 shares; 2026Q1: 1,709 shares; 2026Q2: 1,652 shares 1,652 $568K 0.2% -57 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,506 shares; 2025Q1: 1,449 shares; 2025Q2: 2,324 shares; 2025Q3: 2,466 shares; 2025Q4: 3,197 shares; 2026Q1: 3,455 shares; 2026Q2: 3,719 shares 3,719 $563K 0.2% +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; 2024Q3: restricted; 2024Q4: 4,367 shares; 2025Q1: 4,347 shares; 2025Q2: 4,340 shares; 2025Q3: 4,328 shares; 2025Q4: 4,292 shares; 2026Q1: 4,288 shares; 2026Q2: 4,151 shares 4,151 $559K 0.2% -137 Timeline IJS 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: 4,753 shares; 2025Q1: 4,753 shares; 2025Q2: 4,746 shares; 2025Q3: 4,446 shares; 2025Q4: 4,258 shares; 2026Q1: 4,058 shares; 2026Q2: 3,910 shares 3,910 $534K 0.19% -148 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; 2024Q3: restricted; 2024Q4: 6,192 shares; 2025Q1: 5,882 shares; 2025Q2: 5,735 shares; 2025Q3: 5,676 shares; 2025Q4: 11,331 shares; 2026Q1: 11,357 shares; 2026Q2: 11,482 shares 11,482 $521K 0.19% +125 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,002 shares; 2025Q1: 2,657 shares; 2025Q2: 3,654 shares; 2025Q3: 3,765 shares; 2025Q4: 3,595 shares; 2026Q1: 3,625 shares; 2026Q2: 3,627 shares 3,627 $512K 0.18% +2 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,467 shares; 2025Q2: 6,117 shares; 2025Q3: 9,453 shares; 2025Q4: 9,068 shares; 2026Q1: 14,419 shares; 2026Q2: 15,699 shares 15,699 $509K 0.18% +1,280 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: 2,299 shares 2,299 $508K 0.18% new Timeline XLRE 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; 2024Q3: restricted; 2024Q4: 11,862 shares; 2025Q1: 11,965 shares; 2025Q2: 12,309 shares; 2025Q3: 12,428 shares; 2025Q4: 11,436 shares; 2026Q1: 11,478 shares; 2026Q2: 11,525 shares 11,525 $507K 0.18% +47 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: 1,384 shares; 2025Q1: 1,439 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,421 shares; 2026Q1: 1,414 shares; 2026Q2: 1,399 shares 1,399 $496K 0.18% -15 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: 920 shares; 2025Q1: 905 shares; 2025Q2: 910 shares; 2025Q3: 911 shares; 2025Q4: 541 shares; 2026Q1: 942 shares; 2026Q2: 962 shares 962 $494K 0.18% +20 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,494 shares; 2025Q1: 5,634 shares; 2025Q2: 5,570 shares; 2025Q3: 5,684 shares; 2025Q4: 5,399 shares; 2026Q1: 5,821 shares; 2026Q2: 6,078 shares 6,078 $489K 0.18% +257 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: 736 shares; 2025Q1: 749 shares; 2025Q2: 849 shares; 2025Q3: 862 shares; 2025Q4: 855 shares; 2026Q1: 940 shares; 2026Q2: 971 shares 971 $487K 0.18% +31 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 966 shares; 2025Q1: 1,040 shares; 2025Q2: 1,127 shares; 2025Q3: 1,231 shares; 2025Q4: 1,317 shares; 2026Q1: 1,383 shares; 2026Q2: 1,215 shares 1,215 $483K 0.17% -168 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: not reported; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 688 shares; 2026Q2: 683 shares 683 $480K 0.17% -5 Timeline QXO QXO INC More: the full row for QXO 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: 20,518 shares; 2025Q4: 19,868 shares; 2026Q1: 21,288 shares; 2026Q2: 27,238 shares 27,238 $471K 0.17% +5,950 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,259 shares; 2025Q1: 11,303 shares; 2025Q2: 11,171 shares; 2025Q3: 9,109 shares; 2025Q4: 9,491 shares; 2026Q1: 9,915 shares; 2026Q2: 10,971 shares 10,971 $462K 0.17% +1,056 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: 6,530 shares; 2025Q1: 6,342 shares; 2025Q2: 6,297 shares; 2025Q3: 6,307 shares; 2025Q4: 5,983 shares; 2026Q1: 5,960 shares; 2026Q2: 5,663 shares 5,663 $460K 0.17% -297 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,420 shares; 2025Q1: 5,390 shares; 2025Q2: 5,201 shares; 2025Q3: 5,168 shares; 2025Q4: 5,018 shares; 2026Q1: 5,018 shares; 2026Q2: 5,018 shares 5,018 $459K 0.17% 0 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: 6,340 shares; 2025Q1: 6,300 shares; 2025Q2: 6,160 shares; 2025Q3: 6,093 shares; 2025Q4: 6,157 shares; 2026Q1: 6,701 shares; 2026Q2: 6,682 shares 6,682 $457K 0.16% -19 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,985 shares; 2025Q1: 6,378 shares; 2025Q2: 6,423 shares; 2025Q3: 6,408 shares; 2025Q4: 5,722 shares; 2026Q1: 5,817 shares; 2026Q2: 9,327 shares 9,327 $454K 0.16% +3,510 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,412 shares; 2025Q1: 17,132 shares; 2025Q2: 17,411 shares; 2025Q3: 17,749 shares; 2025Q4: 18,028 shares; 2026Q1: 18,627 shares; 2026Q2: 19,465 shares 19,465 $453K 0.16% +838 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: not reported; 2026Q2: 1,265 shares 1,265 $449K 0.16% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,830 shares; 2025Q1: 2,829 shares; 2025Q2: 2,878 shares; 2025Q3: 2,883 shares; 2025Q4: 2,863 shares; 2026Q1: 2,875 shares; 2026Q2: 2,863 shares 2,863 $434K 0.16% -12 Timeline SPYV 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: 7,127 shares; 2025Q1: 7,132 shares; 2025Q2: 7,266 shares; 2025Q3: 7,067 shares; 2025Q4: 7,059 shares; 2026Q1: 7,069 shares; 2026Q2: 7,088 shares 7,088 $431K 0.16% +19 Timeline VIS 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: 1,184 shares; 2025Q1: 1,188 shares; 2025Q2: 1,185 shares; 2025Q3: 1,182 shares; 2025Q4: 1,164 shares; 2026Q1: 1,176 shares; 2026Q2: 1,161 shares 1,161 $418K 0.15% -15 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,468 shares; 2025Q1: 6,459 shares; 2025Q2: 6,480 shares; 2025Q3: 6,596 shares; 2025Q4: 6,612 shares; 2026Q1: 6,612 shares; 2026Q2: 6,635 shares 6,635 $415K 0.15% +23 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,105 shares; 2025Q1: 6,223 shares; 2025Q2: 6,401 shares; 2025Q3: 6,393 shares; 2025Q4: 5,809 shares; 2026Q1: 5,859 shares; 2026Q2: 5,761 shares 5,761 $412K 0.15% -98 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,457 shares; 2025Q2: 5,093 shares; 2025Q3: 5,167 shares; 2025Q4: 5,082 shares; 2026Q1: 5,163 shares; 2026Q2: 4,943 shares 4,943 $412K 0.15% -220 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,221 shares; 2025Q1: 3,232 shares; 2025Q2: 3,244 shares; 2025Q3: 3,256 shares; 2025Q4: 3,002 shares; 2026Q1: 3,173 shares; 2026Q2: 3,128 shares 3,128 $412K 0.15% -45 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,592 shares; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares; 2026Q1: 2,492 shares; 2026Q2: 2,678 shares 2,678 $408K 0.15% +186 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,877 shares; 2025Q1: 3,186 shares; 2025Q2: 3,501 shares; 2025Q3: 3,485 shares; 2025Q4: 3,510 shares; 2026Q1: 3,684 shares; 2026Q2: 3,751 shares 3,751 $405K 0.15% +67 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: 6,110 shares; 2025Q1: 5,870 shares; 2025Q2: 5,885 shares; 2025Q3: 5,928 shares; 2025Q4: 5,941 shares; 2026Q1: 5,536 shares; 2026Q2: 5,365 shares 5,365 $402K 0.14% -171 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,613 shares; 2025Q2: 7,095 shares; 2025Q3: 9,395 shares; 2025Q4: 7,770 shares; 2026Q1: 6,124 shares; 2026Q2: 4,230 shares 4,230 $400K 0.14% -1,894 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,803 shares; 2025Q1: 3,486 shares; 2025Q2: 3,915 shares; 2025Q3: 4,298 shares; 2025Q4: 4,159 shares; 2026Q1: 4,480 shares; 2026Q2: 6,178 shares 6,178 $395K 0.14% +1,698 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 994 shares; 2025Q1: 981 shares; 2025Q2: 988 shares; 2025Q3: 1,072 shares; 2025Q4: 1,075 shares; 2026Q1: 1,085 shares; 2026Q2: 1,089 shares 1,089 $394K 0.14% +4 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: 4,619 shares; 2025Q1: 4,626 shares; 2025Q2: 4,543 shares; 2025Q3: 4,550 shares; 2025Q4: 4,355 shares; 2026Q1: 4,349 shares; 2026Q2: 4,241 shares 4,241 $389K 0.14% -108 Timeline METU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: not reported; 2026Q1: 9,105 shares; 2026Q2: 18,938 shares 18,938 $383K 0.14% +9,833 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,209 shares; 2025Q1: 3,607 shares; 2025Q2: 3,649 shares; 2025Q3: 4,443 shares; 2025Q4: 4,266 shares; 2026Q1: 4,372 shares; 2026Q2: 4,332 shares 4,332 $378K 0.14% -40 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 906 shares; 2025Q1: 927 shares; 2025Q2: 915 shares; 2025Q3: 870 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $376K 0.14% 0 Timeline IWM 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: 1,495 shares; 2025Q1: 1,270 shares; 2025Q2: 1,273 shares; 2025Q3: 1,003 shares; 2025Q4: 1,138 shares; 2026Q1: 1,288 shares; 2026Q2: 1,238 shares 1,238 $372K 0.13% -50 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: 255 shares; 2025Q2: 292 shares; 2025Q3: 337 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 354 shares 354 $369K 0.13% -46 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,301 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 1,809 shares; 2025Q4: 1,829 shares; 2026Q1: 2,908 shares; 2026Q2: 2,491 shares 2,491 $367K 0.13% -417 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,225 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 6,320 shares; 2025Q4: 6,232 shares; 2026Q1: 6,228 shares; 2026Q2: 5,797 shares 5,797 $365K 0.13% -431 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 15,426 shares; 2026Q2: 17,121 shares 17,121 $364K 0.13% +1,695 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,967 shares; 2025Q1: 4,190 shares; 2025Q2: 4,278 shares; 2025Q3: 4,382 shares; 2025Q4: 4,596 shares; 2026Q1: 5,084 shares; 2026Q2: 4,977 shares 4,977 $360K 0.13% -107 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,735 shares; 2025Q1: 2,710 shares; 2025Q2: 2,707 shares; 2025Q3: 2,714 shares; 2025Q4: 2,700 shares; 2026Q1: 2,706 shares; 2026Q2: 2,727 shares 2,727 $359K 0.13% +21 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,862 shares; 2025Q1: 4,076 shares; 2025Q2: 3,601 shares; 2025Q3: 3,645 shares; 2025Q4: 3,762 shares; 2026Q1: 3,776 shares; 2026Q2: 3,868 shares 3,868 $357K 0.13% +92 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,132 shares; 2025Q1: 4,132 shares; 2025Q2: 3,983 shares; 2025Q3: 3,821 shares; 2025Q4: 4,071 shares; 2026Q1: 4,221 shares; 2026Q2: 4,221 shares 4,221 $354K 0.13% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares; 2026Q1: 2,696 shares; 2026Q2: 2,147 shares 2,147 $351K 0.13% -549 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,794 shares; 2025Q1: 15,906 shares; 2025Q2: 15,435 shares; 2025Q3: 15,183 shares; 2025Q4: 15,025 shares; 2026Q1: 15,215 shares; 2026Q2: 14,238 shares 14,238 $348K 0.13% -977 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: 4,240 shares; 2025Q1: 4,386 shares; 2025Q2: 4,505 shares; 2025Q3: 4,653 shares; 2025Q4: 4,705 shares; 2026Q1: 4,758 shares; 2026Q2: 4,827 shares 4,827 $347K 0.12% +69 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD 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: 947 shares; 2026Q1: 964 shares; 2026Q2: 951 shares 951 $340K 0.12% -13 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,468 shares; 2025Q2: not reported; 2025Q3: 7,678 shares; 2025Q4: 8,136 shares; 2026Q1: 12,950 shares; 2026Q2: 17,274 shares 17,274 $339K 0.12% +4,324 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 704 shares 704 $336K 0.12% -19 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: 1,305 shares 1,305 $333K 0.12% new Timeline TPG TPG INC More: the full row for TPG 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: 6,285 shares; 2026Q2: 8,132 shares 8,132 $330K 0.12% +1,847 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: 1,825 shares; 2025Q1: 1,800 shares; 2025Q2: 1,789 shares; 2025Q3: 1,786 shares; 2025Q4: 1,774 shares; 2026Q1: 1,772 shares; 2026Q2: 1,720 shares 1,720 $327K 0.12% -52 Timeline VPU 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: 1,656 shares; 2025Q1: 1,666 shares; 2025Q2: 1,673 shares; 2025Q3: 1,671 shares; 2025Q4: 1,672 shares; 2026Q1: 1,669 shares; 2026Q2: 1,664 shares 1,664 $326K 0.12% -5 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,440 shares; 2025Q1: 4,439 shares; 2025Q2: 4,450 shares; 2025Q3: 4,460 shares; 2025Q4: 4,050 shares; 2026Q1: 4,036 shares; 2026Q2: 4,030 shares 4,030 $318K 0.11% -6 Timeline QQQJ 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; 2024Q3: restricted; 2024Q4: 9,172 shares; 2025Q1: 8,772 shares; 2025Q2: 8,672 shares; 2025Q3: 8,598 shares; 2025Q4: 7,477 shares; 2026Q1: 7,027 shares; 2026Q2: 6,982 shares 6,982 $317K 0.11% -45 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,728 shares; 2025Q1: 8,168 shares; 2025Q2: 8,571 shares; 2025Q3: 8,563 shares; 2025Q4: 8,609 shares; 2026Q1: 8,600 shares; 2026Q2: 8,542 shares 8,542 $316K 0.11% -58 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: 7,447 shares; 2025Q1: 7,470 shares; 2025Q2: 7,110 shares; 2025Q3: 7,091 shares; 2025Q4: 7,098 shares; 2026Q1: 7,047 shares; 2026Q2: 2,673 shares 2,673 $314K 0.11% -4,374 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,447 shares; 2025Q1: 2,789 shares; 2025Q2: 3,052 shares; 2025Q3: 3,084 shares; 2025Q4: 3,162 shares; 2026Q1: 3,219 shares; 2026Q2: 3,221 shares 3,221 $313K 0.11% +2 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 808 shares; 2025Q1: 809 shares; 2025Q2: 811 shares; 2025Q3: 813 shares; 2025Q4: 814 shares; 2026Q1: 918 shares; 2026Q2: 920 shares 920 $311K 0.11% +2 Timeline IJJ 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: 2,570 shares; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,115 shares; 2025Q4: 1,815 shares; 2026Q1: 2,115 shares; 2026Q2: 2,095 shares 2,095 $310K 0.11% -20 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares 424 $306K 0.11% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X 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: 4,189 shares; 2025Q4: 3,933 shares; 2026Q1: 3,937 shares; 2026Q2: 3,899 shares 3,899 $305K 0.11% -38 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,128 shares; 2025Q1: 9,589 shares; 2025Q2: 7,680 shares; 2025Q3: 8,093 shares; 2025Q4: 8,516 shares; 2026Q1: 8,630 shares; 2026Q2: 8,839 shares 8,839 $305K 0.11% +209 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: 3,439 shares; 2025Q1: 3,352 shares; 2025Q2: 3,359 shares; 2025Q3: 3,377 shares; 2025Q4: 3,402 shares; 2026Q1: 3,403 shares; 2026Q2: 3,149 shares 3,149 $303K 0.11% -254 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 736 shares; 2025Q3: 738 shares; 2025Q4: 740 shares; 2026Q1: 743 shares; 2026Q2: 729 shares 729 $303K 0.11% -14 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: 2,519 shares; 2025Q1: 3,023 shares; 2025Q2: 2,729 shares; 2025Q3: 2,691 shares; 2025Q4: 2,205 shares; 2026Q1: 2,476 shares; 2026Q2: 2,812 shares 2,812 $302K 0.11% +336 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,670 shares; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,724 shares; 2026Q1: 2,724 shares; 2026Q2: 2,724 shares 2,724 $301K 0.11% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,447 shares; 2025Q1: 2,451 shares; 2025Q2: 2,448 shares; 2025Q3: 2,440 shares; 2025Q4: 2,444 shares; 2026Q1: 2,443 shares; 2026Q2: 2,441 shares 2,441 $301K 0.11% -2 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,747 shares; 2025Q3: 4,633 shares; 2025Q4: 4,865 shares; 2026Q1: 5,065 shares; 2026Q2: 5,020 shares 5,020 $300K 0.11% -45 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,726 shares; 2026Q2: 5,626 shares 5,626 $294K 0.11% -100 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,392 shares; 2025Q1: 1,391 shares; 2025Q2: 1,401 shares; 2025Q3: 1,406 shares; 2025Q4: 1,411 shares; 2026Q1: 1,412 shares; 2026Q2: 1,384 shares 1,384 $293K 0.11% -28 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,744 shares; 2025Q1: 3,053 shares; 2025Q2: 2,189 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 1,932 shares; 2026Q2: 1,872 shares 1,872 $291K 0.1% -60 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,264 shares; 2025Q4: 2,264 shares; 2026Q1: not reported; 2026Q2: 2,114 shares 2,114 $287K 0.1% new Timeline IBX INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: 9,728 shares 9,728 $287K 0.1% new Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,635 shares; 2026Q1: 4,562 shares; 2026Q2: 4,438 shares 4,438 $287K 0.1% -124 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $285K 0.1% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $283K 0.1% new Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 7,284 shares; 2025Q4: not reported; 2026Q1: 10,536 shares; 2026Q2: 16,083 shares 16,083 $279K 0.1% +5,547 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: 4,955 shares; 2025Q1: 4,977 shares; 2025Q2: 5,197 shares; 2025Q3: 5,416 shares; 2025Q4: 6,186 shares; 2026Q1: 6,826 shares; 2026Q2: 7,988 shares 7,988 $278K 0.1% +1,162 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: 808 shares; 2025Q1: 864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares; 2026Q1: 885 shares; 2026Q2: 886 shares 886 $277K 0.1% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,333 shares; 2026Q1: 6,052 shares; 2026Q2: 5,960 shares 5,960 $277K 0.1% -92 Timeline IDV 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: not reported; 2025Q1: not reported; 2025Q2: 6,230 shares; 2025Q3: 6,254 shares; 2025Q4: 6,334 shares; 2026Q1: 6,543 shares; 2026Q2: 6,677 shares 6,677 $277K 0.1% +134 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: 2,206 shares; 2025Q1: 2,354 shares; 2025Q2: 2,455 shares; 2025Q3: 2,513 shares; 2025Q4: 2,439 shares; 2026Q1: 2,624 shares; 2026Q2: 2,628 shares 2,628 $273K 0.1% +4 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $273K 0.1% new Timeline MDYG 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: 2,899 shares; 2025Q1: 2,799 shares; 2025Q2: 2,769 shares; 2025Q3: 2,699 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares; 2026Q2: 2,414 shares 2,414 $271K 0.1% -30 Timeline VCR 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: 678 shares; 2025Q1: 678 shares; 2025Q2: 676 shares; 2025Q3: 682 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 676 shares 676 $268K 0.1% +1 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,888 shares; 2025Q1: 3,638 shares; 2025Q2: 2,404 shares; 2025Q3: 2,465 shares; 2025Q4: 1,217 shares; 2026Q1: not reported; 2026Q2: 1,025 shares 1,025 $261K 0.09% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS 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: 4,184 shares 4,184 $259K 0.09% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,989 shares; 2025Q1: 3,129 shares; 2025Q2: 3,094 shares; 2025Q3: 3,087 shares; 2025Q4: 3,076 shares; 2026Q1: 3,082 shares; 2026Q2: 3,298 shares 3,298 $258K 0.09% +216 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,215 shares; 2025Q1: 3,192 shares; 2025Q2: 3,055 shares; 2025Q3: 3,062 shares; 2025Q4: 3,070 shares; 2026Q1: 3,068 shares; 2026Q2: 3,074 shares 3,074 $255K 0.09% +6 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,252 shares; 2025Q1: 2,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,916 shares; 2026Q2: 2,909 shares 2,909 $253K 0.09% -7 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: 11,511 shares; 2025Q4: 19,527 shares; 2026Q1: 19,810 shares; 2026Q2: 18,910 shares 18,910 $252K 0.09% -900 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,458 shares; 2025Q4: 3,343 shares; 2026Q1: 3,329 shares; 2026Q2: 3,196 shares 3,196 $246K 0.09% -133 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: 1,673 shares; 2025Q1: 1,552 shares; 2025Q2: 1,433 shares; 2025Q3: 1,412 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 990 shares 990 $246K 0.09% -183 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: 804 shares; 2025Q1: 805 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 730 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $246K 0.09% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 8,674 shares; 2025Q4: 8,189 shares; 2026Q1: 7,810 shares; 2026Q2: 7,230 shares 7,230 $245K 0.09% -580 Timeline EWW ISHARES INC More: the full row for ISHARES 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: 3,253 shares; 2025Q4: 3,269 shares; 2026Q1: 3,249 shares; 2026Q2: 3,236 shares 3,236 $244K 0.09% -13 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,338 shares; 2025Q3: 3,342 shares; 2025Q4: not reported; 2026Q1: 3,301 shares; 2026Q2: 3,267 shares 3,267 $243K 0.09% -34 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: not reported; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142 shares 142 $241K 0.09% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 1,350 shares; 2026Q1: 1,352 shares; 2026Q2: 1,298 shares 1,298 $240K 0.09% -54 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 953 shares 953 $235K 0.08% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,012 shares; 2026Q2: 988 shares 988 $234K 0.08% -24 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,955 shares; 2025Q1: 24,228 shares; 2025Q2: 27,351 shares; 2025Q3: 29,204 shares; 2025Q4: 30,688 shares; 2026Q1: 15,631 shares; 2026Q2: 14,275 shares 14,275 $228K 0.08% -1,356 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,499 shares; 2025Q1: 5,985 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares; 2025Q4: 5,510 shares; 2026Q1: 5,431 shares; 2026Q2: 4,881 shares 4,881 $228K 0.08% -550 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: 12,018 shares; 2025Q1: 11,945 shares; 2025Q2: 11,900 shares; 2025Q3: 12,607 shares; 2025Q4: 12,007 shares; 2026Q1: 11,903 shares; 2026Q2: 10,960 shares 10,960 $227K 0.08% -943 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,249 shares; 2025Q1: 9,381 shares; 2025Q2: 8,137 shares; 2025Q3: 8,243 shares; 2025Q4: 7,729 shares; 2026Q1: 7,748 shares; 2026Q2: 7,363 shares 7,363 $226K 0.08% -385 Timeline IGV 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: 2,275 shares; 2025Q1: 2,325 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,200 shares; 2026Q1: not reported; 2026Q2: 2,460 shares 2,460 $223K 0.08% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,698 shares; 2025Q1: 1,650 shares; 2025Q2: 1,662 shares; 2025Q3: 1,588 shares; 2025Q4: 1,603 shares; 2026Q1: not reported; 2026Q2: 1,590 shares 1,590 $221K 0.08% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 1,802 shares 1,802 $219K 0.08% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,278 shares 1,278 $217K 0.08% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,241 shares; 2025Q1: 16,841 shares; 2025Q2: not reported; 2025Q3: 33,190 shares; 2025Q4: 12,540 shares; 2026Q1: 18,765 shares; 2026Q2: 22,330 shares 22,330 $216K 0.08% +3,565 Timeline SPYG 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: not reported; 2026Q1: not reported; 2026Q2: 1,804 shares 1,804 $215K 0.08% new Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS 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: 4,298 shares 4,298 $213K 0.08% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $213K 0.08% 0 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,570 shares 8,570 $212K 0.08% new 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: not reported; 2025Q1: 3,144 shares; 2025Q2: 3,142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,551 shares; 2026Q2: 3,646 shares 3,646 $211K 0.08% +95 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,455 shares; 2025Q1: 5,368 shares; 2025Q2: 5,388 shares; 2025Q3: 5,233 shares; 2025Q4: 5,120 shares; 2026Q1: 5,072 shares; 2026Q2: 4,770 shares 4,770 $207K 0.07% -302 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR 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: 6,800 shares 6,800 $203K 0.07% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X 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: 5,322 shares 5,322 $202K 0.07% new Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,657 shares; 2025Q1: 16,512 shares; 2025Q2: 18,488 shares; 2025Q3: 22,490 shares; 2025Q4: 23,204 shares; 2026Q1: 30,879 shares; 2026Q2: 28,807 shares 28,807 $202K 0.07% -2,072 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,982 shares; 2025Q1: 24,338 shares; 2025Q2: 24,022 shares; 2025Q3: 24,407 shares; 2025Q4: 23,776 shares; 2026Q1: 24,196 shares; 2026Q2: 18,533 shares 18,533 $174K 0.06% -5,663 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,552 shares; 2025Q1: 26,985 shares; 2025Q2: 25,672 shares; 2025Q3: 25,206 shares; 2025Q4: 25,206 shares; 2026Q1: 25,218 shares; 2026Q2: 24,880 shares 24,880 $145K 0.05% -338 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS 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: 12,789 shares 12,789 $143K 0.05% new Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T 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: 10,151 shares; 2026Q1: 10,272 shares; 2026Q2: 10,988 shares 10,988 $97.5K 0.04% +716 Timeline