SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,141 shares; 2024Q4: 313,998 shares; 2025Q1: 544,042 shares; 2025Q2: 668,043 shares; 2025Q3: 694,514 shares; 2025Q4: 740,283 shares; 2026Q1: 797,226 shares 797,226 $18.5M 5.11% +56,943 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: 70,587 shares; 2024Q4: 63,870 shares; 2025Q1: 54,681 shares; 2025Q2: 53,872 shares; 2025Q3: 54,940 shares; 2025Q4: 64,161 shares; 2026Q1: 52,492 shares 52,492 $13.3M 3.68% -11,669 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,662 shares; 2024Q4: 64,152 shares; 2025Q1: 109,988 shares; 2025Q2: 124,265 shares; 2025Q3: 127,777 shares; 2025Q4: 136,130 shares; 2026Q1: 133,613 shares 133,613 $11.1M 3.05% -2,517 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,644 shares; 2024Q4: 65,016 shares; 2025Q1: 109,912 shares; 2025Q2: 116,462 shares; 2025Q3: 119,455 shares; 2025Q4: 112,475 shares; 2026Q1: 108,412 shares 108,412 $9.58M 2.65% -4,063 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,267 shares; 2024Q4: 51,277 shares; 2025Q1: 98,301 shares; 2025Q2: 119,517 shares; 2025Q3: 125,873 shares; 2025Q4: 135,381 shares; 2026Q1: 119,524 shares 119,524 $8.93M 2.47% -15,857 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: 4,352 shares; 2024Q4: 2,797 shares; 2025Q1: 18,558 shares; 2025Q2: 19,538 shares; 2025Q3: 19,422 shares; 2025Q4: 22,286 shares; 2026Q1: 23,897 shares 23,897 $8.85M 2.44% +1,611 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,001 shares; 2024Q4: 73,253 shares; 2025Q1: 138,600 shares; 2025Q2: 159,530 shares; 2025Q3: 188,699 shares; 2025Q4: 200,160 shares; 2026Q1: 188,388 shares 188,388 $8.84M 2.44% -11,772 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,411 shares; 2024Q4: 157,382 shares; 2025Q1: 253,461 shares; 2025Q2: 254,778 shares; 2025Q3: 252,891 shares; 2025Q4: 241,153 shares; 2026Q1: 224,720 shares 224,720 $7.67M 2.12% -16,433 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,954 shares; 2024Q4: 71,911 shares; 2025Q1: 125,418 shares; 2025Q2: 152,946 shares; 2025Q3: 157,106 shares; 2025Q4: 161,576 shares; 2026Q1: 215,571 shares 215,571 $6.48M 1.79% +53,995 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: 11,782 shares; 2024Q4: 8,398 shares; 2025Q1: 11,224 shares; 2025Q2: 12,547 shares; 2025Q3: 14,414 shares; 2025Q4: 23,451 shares; 2026Q1: 28,111 shares 28,111 $5.85M 1.62% +4,660 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 822 shares; 2025Q1: 17,858 shares; 2025Q2: 17,828 shares; 2025Q3: 17,679 shares; 2025Q4: 17,770 shares; 2026Q1: 17,735 shares 17,735 $5.51M 1.52% -35 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,115 shares; 2024Q4: 7,145 shares; 2025Q1: 22,744 shares; 2025Q2: 24,540 shares; 2025Q3: 24,094 shares; 2025Q4: 24,026 shares; 2026Q1: 29,450 shares 29,450 $5.14M 1.42% +5,424 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,898 shares; 2025Q2: 25,230 shares; 2025Q3: 25,143 shares; 2025Q4: 25,609 shares; 2026Q1: 25,631 shares 25,631 $4.78M 1.32% +22 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: 2,652 shares; 2024Q4: 1,826 shares; 2025Q1: 6,928 shares; 2025Q2: 6,894 shares; 2025Q3: 6,181 shares; 2025Q4: 10,774 shares; 2026Q1: 11,821 shares 11,821 $4.39M 1.21% +1,047 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,343 shares; 2024Q4: 12,550 shares; 2025Q1: 27,606 shares; 2025Q2: 27,639 shares; 2025Q3: 27,358 shares; 2025Q4: 27,363 shares; 2026Q1: 27,397 shares 27,397 $4.34M 1.2% +34 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: 1,966 shares; 2024Q4: 1,760 shares; 2025Q1: 3,659 shares; 2025Q2: 5,392 shares; 2025Q3: 5,666 shares; 2025Q4: 14,905 shares; 2026Q1: 13,096 shares 13,096 $3.76M 1.04% -1,809 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: 1,078 shares; 2024Q4: not reported; 2025Q1: 2,467 shares; 2025Q2: 7,096 shares; 2025Q3: 6,896 shares; 2025Q4: 11,390 shares; 2026Q1: 11,229 shares 11,229 $3.3M 0.91% -161 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: 6,212 shares; 2024Q4: 3,117 shares; 2025Q1: 7,590 shares; 2025Q2: 13,439 shares; 2025Q3: 14,109 shares; 2025Q4: 20,043 shares; 2026Q1: 19,330 shares 19,330 $3.27M 0.9% -713 Timeline BIL 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: 46,859 shares; 2024Q4: 29,548 shares; 2025Q1: 37,416 shares; 2025Q2: 35,956 shares; 2025Q3: 40,390 shares; 2025Q4: 46,718 shares; 2026Q1: 34,946 shares 34,946 $3.2M 0.88% -11,772 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 58,774 shares; 2025Q1: 87,752 shares; 2025Q2: 101,925 shares; 2025Q3: 99,144 shares; 2025Q4: 106,868 shares; 2026Q1: 108,766 shares 108,766 $3.17M 0.88% +1,898 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: 2,793 shares; 2024Q4: 2,219 shares; 2025Q1: 2,711 shares; 2025Q2: 3,416 shares; 2025Q3: 3,060 shares; 2025Q4: 4,906 shares; 2026Q1: 5,282 shares 5,282 $3.02M 0.83% +376 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,577 shares; 2024Q4: 4,485 shares; 2025Q1: 8,750 shares; 2025Q2: 9,931 shares; 2025Q3: 8,307 shares; 2025Q4: 10,935 shares; 2026Q1: 10,373 shares 10,373 $2.98M 0.82% -562 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,041 shares; 2024Q4: 36,334 shares; 2025Q1: 63,233 shares; 2025Q2: 63,701 shares; 2025Q3: 65,387 shares; 2025Q4: 64,398 shares; 2026Q1: 62,205 shares 62,205 $2.95M 0.81% -2,193 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,835 shares; 2024Q4: 15,807 shares; 2025Q1: 22,658 shares; 2025Q2: 22,633 shares; 2025Q3: 58,511 shares; 2025Q4: 116,585 shares; 2026Q1: 114,518 shares 114,518 $2.83M 0.78% -2,067 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,733 shares; 2024Q4: 33,117 shares; 2025Q1: 69,457 shares; 2025Q2: 106,883 shares; 2025Q3: 112,450 shares; 2025Q4: 120,476 shares; 2026Q1: 101,024 shares 101,024 $2.69M 0.74% -19,452 Timeline IAGG 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: 20,823 shares; 2024Q4: 20,392 shares; 2025Q1: 34,825 shares; 2025Q2: 45,632 shares; 2025Q3: 51,754 shares; 2025Q4: 53,756 shares; 2026Q1: 53,517 shares 53,517 $2.68M 0.74% -239 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,429 shares; 2025Q2: 7,808 shares; 2025Q3: 8,054 shares; 2025Q4: 16,130 shares; 2026Q1: 16,105 shares 16,105 $2.67M 0.74% -25 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; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 771 shares; 2025Q1: 3,315 shares; 2025Q2: 7,977 shares; 2025Q3: 7,548 shares; 2025Q4: 8,337 shares; 2026Q1: 8,319 shares 8,319 $2.67M 0.74% -18 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: 2,075 shares; 2024Q4: 1,326 shares; 2025Q1: 3,739 shares; 2025Q2: 4,708 shares; 2025Q3: 4,312 shares; 2025Q4: 5,503 shares; 2026Q1: 5,368 shares 5,368 $2.57M 0.71% -135 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: 14,982 shares; 2024Q4: 20,756 shares; 2025Q1: 17,707 shares; 2025Q2: 18,013 shares; 2025Q3: 19,084 shares; 2025Q4: 35,343 shares; 2026Q1: 36,775 shares 36,775 $2.51M 0.69% +1,432 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,473 shares; 2025Q3: 16,853 shares; 2025Q4: 32,536 shares; 2026Q1: 30,192 shares 30,192 $2.4M 0.66% -2,344 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: 2,321 shares; 2025Q3: 4,391 shares; 2025Q4: 10,832 shares; 2026Q1: 10,693 shares 10,693 $2.3M 0.64% -139 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: 739 shares; 2024Q4: 502 shares; 2025Q1: 2,004 shares; 2025Q2: 2,230 shares; 2025Q3: 2,546 shares; 2025Q4: 3,670 shares; 2026Q1: 3,486 shares 3,486 $2.27M 0.63% -184 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,375 shares; 2024Q4: 19,213 shares; 2025Q1: 35,279 shares; 2025Q2: 34,936 shares; 2025Q3: 32,168 shares; 2025Q4: 30,303 shares; 2026Q1: 29,138 shares 29,138 $2.25M 0.62% -1,165 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,596 shares; 2025Q3: 20,175 shares; 2025Q4: 39,703 shares; 2026Q1: 39,633 shares 39,633 $2.15M 0.59% -70 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: not reported; 2025Q1: 5,206 shares; 2025Q2: 12,757 shares; 2025Q3: 29,227 shares; 2025Q4: 42,235 shares; 2026Q1: 41,754 shares 41,754 $2.11M 0.58% -481 Timeline IGIB 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: 71,187 shares; 2024Q4: 48,974 shares; 2025Q1: 59,312 shares; 2025Q2: 56,007 shares; 2025Q3: 54,468 shares; 2025Q4: 52,697 shares; 2026Q1: 39,605 shares 39,605 $2.11M 0.58% -13,092 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 10,700 shares; 2025Q1: 14,752 shares; 2025Q2: 13,449 shares; 2025Q3: 13,080 shares; 2025Q4: 13,214 shares; 2026Q1: 14,113 shares 14,113 $2.05M 0.56% +899 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,425 shares; 2025Q2: 7,422 shares; 2025Q3: 7,412 shares; 2025Q4: 7,554 shares; 2026Q1: 7,430 shares 7,430 $2.04M 0.56% -124 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,485 shares; 2025Q4: 14,500 shares; 2026Q1: 14,400 shares 14,400 $1.94M 0.54% -100 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: not reported; 2025Q1: 5,071 shares; 2025Q2: 13,432 shares; 2025Q3: 12,895 shares; 2025Q4: 21,939 shares; 2026Q1: 22,090 shares 22,090 $1.92M 0.53% +151 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 29,906 shares; 2025Q1: 39,615 shares; 2025Q2: 33,682 shares; 2025Q3: 29,365 shares; 2025Q4: 29,601 shares; 2026Q1: 34,833 shares 34,833 $1.88M 0.52% +5,232 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: 7,515 shares; 2024Q4: 4,225 shares; 2025Q1: 11,390 shares; 2025Q2: 17,964 shares; 2025Q3: 17,792 shares; 2025Q4: 26,362 shares; 2026Q1: 24,019 shares 24,019 $1.83M 0.51% -2,343 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: not reported; 2025Q1: 2,085 shares; 2025Q2: 6,233 shares; 2025Q3: 6,737 shares; 2025Q4: 11,167 shares; 2026Q1: 11,285 shares 11,285 $1.78M 0.49% +118 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,622 shares; 2025Q3: 17,083 shares; 2025Q4: 34,266 shares; 2026Q1: 31,080 shares 31,080 $1.72M 0.48% -3,186 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,576 shares; 2024Q4: 5,038 shares; 2025Q1: 6,366 shares; 2025Q2: 6,781 shares; 2025Q3: 3,925 shares; 2025Q4: 5,844 shares; 2026Q1: 6,368 shares 6,368 $1.67M 0.46% +524 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,778 shares; 2025Q1: 2,628 shares; 2025Q2: 4,042 shares; 2025Q3: 3,567 shares; 2025Q4: 5,410 shares; 2026Q1: 5,099 shares 5,099 $1.64M 0.45% -311 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 reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 2,609 shares; 2025Q3: 2,849 shares; 2025Q4: 4,926 shares; 2026Q1: 4,783 shares 4,783 $1.62M 0.45% -143 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,062 shares; 2024Q4: 8,285 shares; 2025Q1: 17,208 shares; 2025Q2: 17,756 shares; 2025Q3: 16,878 shares; 2025Q4: 13,384 shares; 2026Q1: 12,929 shares 12,929 $1.6M 0.44% -455 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 2,373 shares; 2025Q1: 3,270 shares; 2025Q2: 4,106 shares; 2025Q3: 3,820 shares; 2025Q4: 4,470 shares; 2026Q1: 5,175 shares 5,175 $1.56M 0.43% +705 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,128 shares; 2024Q4: 76,480 shares; 2025Q1: 158,561 shares; 2025Q2: 184,293 shares; 2025Q3: 163,824 shares; 2025Q4: 366,418 shares; 2026Q1: 393,552 shares 393,552 $1.55M 0.43% +27,134 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,382 shares; 2025Q3: 30,779 shares; 2025Q4: 53,280 shares; 2026Q1: 53,137 shares 53,137 $1.53M 0.42% -143 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,062 shares; 2025Q3: 5,918 shares; 2025Q4: 12,493 shares; 2026Q1: 12,354 shares 12,354 $1.44M 0.4% -139 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: 3,794 shares; 2024Q4: 2,054 shares; 2025Q1: 3,695 shares; 2025Q2: 7,161 shares; 2025Q3: 7,149 shares; 2025Q4: 10,984 shares; 2026Q1: 10,933 shares 10,933 $1.43M 0.4% -51 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,252 shares; 2025Q3: 5,714 shares; 2025Q4: 11,512 shares; 2026Q1: 11,300 shares 11,300 $1.43M 0.4% -212 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: not reported; 2025Q1: 27,738 shares; 2025Q2: 33,113 shares; 2025Q3: 63,580 shares; 2025Q4: 54,315 shares; 2026Q1: 54,692 shares 54,692 $1.4M 0.39% +377 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,040 shares; 2025Q3: 7,696 shares; 2025Q4: 20,032 shares; 2026Q1: 27,411 shares 27,411 $1.38M 0.38% +7,379 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,613 shares; 2025Q4: 34,990 shares; 2026Q1: 35,939 shares 35,939 $1.38M 0.38% +949 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 3,769 shares; 2025Q1: 7,642 shares; 2025Q2: 11,367 shares; 2025Q3: 12,355 shares; 2025Q4: 19,042 shares; 2026Q1: 19,097 shares 19,097 $1.36M 0.38% +55 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,622 shares; 2025Q3: 10,322 shares; 2025Q4: 19,294 shares; 2026Q1: 17,918 shares 17,918 $1.36M 0.37% -1,376 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,131 shares; 2026Q1: 3,921 shares 3,921 $1.32M 0.37% +790 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 746 shares; 2025Q1: 1,552 shares; 2025Q2: 3,265 shares; 2025Q3: 3,033 shares; 2025Q4: 4,509 shares; 2026Q1: 4,545 shares 4,545 $1.32M 0.36% +36 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,000 shares; 2024Q4: not reported; 2025Q1: 185,350 shares; 2025Q2: 185,350 shares; 2025Q3: 185,350 shares; 2025Q4: 185,350 shares; 2026Q1: 190,350 shares 190,350 $1.31M 0.36% +5,000 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,467 shares; 2025Q1: 18,142 shares; 2025Q2: 10,166 shares; 2025Q3: not reported; 2025Q4: 43,300 shares; 2026Q1: 42,502 shares 42,502 $1.3M 0.36% -798 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 4,221 shares; 2025Q1: 5,987 shares; 2025Q2: 6,088 shares; 2025Q3: 5,622 shares; 2025Q4: 5,529 shares; 2026Q1: 5,997 shares 5,997 $1.3M 0.36% +468 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,938 shares; 2025Q2: 62,250 shares; 2025Q3: 53,128 shares; 2025Q4: 48,907 shares; 2026Q1: 46,071 shares 46,071 $1.29M 0.36% -2,836 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 107 shares; 2025Q4: 180 shares; 2026Q1: 303 shares 303 $1.28M 0.35% +123 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,469 shares; 2025Q3: 10,131 shares; 2025Q4: 11,219 shares; 2026Q1: 11,247 shares 11,247 $1.26M 0.35% +28 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,963 shares; 2025Q2: 134,677 shares; 2025Q3: 125,775 shares; 2025Q4: 252,396 shares; 2026Q1: 246,146 shares 246,146 $1.24M 0.34% -6,250 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: 1,491 shares; 2024Q4: 1,579 shares; 2025Q1: 1,575 shares; 2025Q2: 1,669 shares; 2025Q3: 1,403 shares; 2025Q4: 2,162 shares; 2026Q1: 2,071 shares 2,071 $1.24M 0.34% -91 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 753 shares; 2025Q4: 2,505 shares; 2026Q1: 2,815 shares 2,815 $1.23M 0.34% +310 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,242 shares; 2024Q4: 24,339 shares; 2025Q1: 66,686 shares; 2025Q2: 66,129 shares; 2025Q3: 63,618 shares; 2025Q4: 62,076 shares; 2026Q1: 61,021 shares 61,021 $1.22M 0.34% -1,055 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 reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 7,513 shares; 2025Q3: 7,677 shares; 2025Q4: 13,314 shares; 2026Q1: 13,428 shares 13,428 $1.2M 0.33% +114 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,561 shares; 2024Q4: 9,187 shares; 2025Q1: 19,148 shares; 2025Q2: 21,969 shares; 2025Q3: 21,716 shares; 2025Q4: 27,234 shares; 2026Q1: 23,946 shares 23,946 $1.19M 0.33% -3,288 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,588 shares; 2025Q2: 8,032 shares; 2025Q3: 9,993 shares; 2025Q4: 13,008 shares; 2026Q1: 18,436 shares 18,436 $1.18M 0.33% +5,428 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,442 shares; 2025Q4: 2,998 shares; 2026Q1: 3,094 shares 3,094 $1.18M 0.32% +96 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 819 shares; 2025Q4: 1,528 shares; 2026Q1: 4,010 shares 4,010 $1.17M 0.32% +2,482 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,825 shares; 2025Q4: 6,564 shares; 2026Q1: 6,791 shares 6,791 $1.17M 0.32% +227 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 1,171 shares; 2025Q1: 2,161 shares; 2025Q2: 2,864 shares; 2025Q3: 2,575 shares; 2025Q4: 3,392 shares; 2026Q1: 3,417 shares 3,417 $1.17M 0.32% +25 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 reported; 2024Q4: not reported; 2025Q1: 3,061 shares; 2025Q2: 3,387 shares; 2025Q3: 2,968 shares; 2025Q4: 3,444 shares; 2026Q1: 3,748 shares 3,748 $1.16M 0.32% +304 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 1,859 shares; 2025Q4: 3,741 shares; 2026Q1: 3,373 shares 3,373 $1.15M 0.32% -368 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: 4,694 shares; 2024Q4: 2,579 shares; 2025Q1: 5,377 shares; 2025Q2: 5,316 shares; 2025Q3: 4,590 shares; 2025Q4: 4,599 shares; 2026Q1: 4,713 shares 4,713 $1.15M 0.32% +114 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: not reported; 2025Q1: 3,415 shares; 2025Q2: 3,441 shares; 2025Q3: 3,554 shares; 2025Q4: 3,835 shares; 2026Q1: 3,779 shares 3,779 $1.14M 0.32% -56 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: 7,370 shares; 2024Q4: 2,458 shares; 2025Q1: 3,671 shares; 2025Q2: 3,709 shares; 2025Q3: 3,823 shares; 2025Q4: 4,026 shares; 2026Q1: 4,017 shares 4,017 $1.14M 0.32% -9 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,016 shares; 2026Q1: 7,757 shares 7,757 $1.13M 0.31% +3,741 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: 1,208 shares; 2024Q4: 866 shares; 2025Q1: 1,965 shares; 2025Q2: 1,911 shares; 2025Q3: 1,712 shares; 2025Q4: 1,741 shares; 2026Q1: 1,587 shares 1,587 $1.11M 0.31% -154 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 1,564 shares; 2025Q4: 3,107 shares; 2026Q1: 3,141 shares 3,141 $1.11M 0.31% +34 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,191 shares; 2025Q3: 7,297 shares; 2025Q4: 16,314 shares; 2026Q1: 23,550 shares 23,550 $1.1M 0.31% +7,236 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: 3,652 shares; 2024Q4: 3,726 shares; 2025Q1: 4,049 shares; 2025Q2: 3,527 shares; 2025Q3: 2,576 shares; 2025Q4: 4,007 shares; 2026Q1: 3,841 shares 3,841 $1.1M 0.3% -166 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: 1,557 shares; 2024Q4: 1,475 shares; 2025Q1: 2,679 shares; 2025Q2: 2,046 shares; 2025Q3: 1,478 shares; 2025Q4: 2,182 shares; 2026Q1: 1,907 shares 1,907 $1.1M 0.3% -275 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2,196 shares; 2025Q1: 3,868 shares; 2025Q2: 6,778 shares; 2025Q3: 6,449 shares; 2025Q4: 9,677 shares; 2026Q1: 9,873 shares 9,873 $1.05M 0.29% +196 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,754 shares; 2025Q3: 5,572 shares; 2025Q4: 10,982 shares; 2026Q1: 11,028 shares 11,028 $1.04M 0.29% +46 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 reported; 2024Q4: not reported; 2025Q1: 6,253 shares; 2025Q2: 13,966 shares; 2025Q3: 13,987 shares; 2025Q4: 19,941 shares; 2026Q1: 20,605 shares 20,605 $1.03M 0.29% +664 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,420 shares; 2025Q1: 6,743 shares; 2025Q2: 7,019 shares; 2025Q3: 8,297 shares; 2025Q4: 10,468 shares; 2026Q1: 27,982 shares 27,982 $1.03M 0.28% +17,514 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,980 shares; 2025Q3: 5,020 shares; 2025Q4: 6,457 shares; 2026Q1: 9,957 shares 9,957 $1.01M 0.28% +3,500 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,156 shares; 2026Q1: 9,934 shares 9,934 $1000K 0.28% -222 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,263 shares; 2025Q3: 3,439 shares; 2025Q4: 3,431 shares; 2026Q1: 3,671 shares 3,671 $994K 0.27% +240 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,894 shares; 2024Q4: 40,510 shares; 2025Q1: 39,462 shares; 2025Q2: 35,384 shares; 2025Q3: 33,401 shares; 2025Q4: 30,351 shares; 2026Q1: 29,431 shares 29,431 $988K 0.27% -920 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: 5,501 shares; 2024Q4: 2,140 shares; 2025Q1: 6,265 shares; 2025Q2: 6,232 shares; 2025Q3: 6,497 shares; 2025Q4: 6,742 shares; 2026Q1: 6,654 shares 6,654 $963K 0.27% -88 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: 2,747 shares; 2024Q4: 1,209 shares; 2025Q1: 3,389 shares; 2025Q2: 4,297 shares; 2025Q3: 3,875 shares; 2025Q4: 3,968 shares; 2026Q1: 3,986 shares 3,986 $942K 0.26% +18 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,238 shares; 2025Q2: 4,487 shares; 2025Q3: 4,851 shares; 2025Q4: 7,617 shares; 2026Q1: 7,017 shares 7,017 $926K 0.26% -600 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,705 shares; 2025Q2: 7,615 shares; 2025Q3: 7,446 shares; 2025Q4: 15,149 shares; 2026Q1: 14,730 shares 14,730 $922K 0.25% -419 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,875 shares; 2025Q2: 14,860 shares; 2025Q3: 13,903 shares; 2025Q4: 17,577 shares; 2026Q1: 17,577 shares 17,577 $917K 0.25% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,106 shares; 2025Q2: 14,193 shares; 2025Q3: 11,832 shares; 2025Q4: 15,816 shares; 2026Q1: 15,325 shares 15,325 $905K 0.25% -491 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,823 shares; 2025Q3: 4,058 shares; 2025Q4: 7,672 shares; 2026Q1: 7,739 shares 7,739 $896K 0.25% +67 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 3,768 shares; 2026Q1: 9,477 shares 9,477 $890K 0.25% +5,709 Timeline SPHY 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: 102,657 shares; 2024Q4: 48,717 shares; 2025Q1: 85,189 shares; 2025Q2: 45,345 shares; 2025Q3: 32,033 shares; 2025Q4: 31,878 shares; 2026Q1: 37,518 shares 37,518 $875K 0.24% +5,640 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 3,494 shares; 2025Q1: 5,259 shares; 2025Q2: 5,133 shares; 2025Q3: 5,062 shares; 2025Q4: 2,701 shares; 2026Q1: 2,885 shares 2,885 $872K 0.24% +184 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 1,357 shares; 2025Q1: 3,747 shares; 2025Q2: 3,651 shares; 2025Q3: 3,546 shares; 2025Q4: 3,482 shares; 2026Q1: 3,595 shares 3,595 $872K 0.24% +113 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,033 shares; 2025Q3: 17,784 shares; 2025Q4: 30,614 shares; 2026Q1: 31,029 shares 31,029 $871K 0.24% +415 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,777 shares 3,777 $870K 0.24% +27 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,963 shares; 2025Q3: 6,113 shares; 2025Q4: 11,860 shares; 2026Q1: 11,781 shares 11,781 $868K 0.24% -79 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 478 shares; 2025Q4: 905 shares; 2026Q1: 900 shares 900 $866K 0.24% -5 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 1,978 shares; 2025Q1: 3,545 shares; 2025Q2: 3,780 shares; 2025Q3: 4,395 shares; 2025Q4: 4,272 shares; 2026Q1: 4,108 shares 4,108 $844K 0.23% -164 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 2,402 shares; 2025Q1: 4,281 shares; 2025Q2: 3,929 shares; 2025Q3: 3,826 shares; 2025Q4: 3,592 shares; 2026Q1: 4,029 shares 4,029 $842K 0.23% +437 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,118 shares; 2026Q1: 10,930 shares 10,930 $834K 0.23% +3,812 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,967 shares; 2025Q2: 8,205 shares; 2025Q3: 8,466 shares; 2025Q4: 12,915 shares; 2026Q1: 11,960 shares 11,960 $829K 0.23% -955 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 1,827 shares; 2025Q1: 3,305 shares; 2025Q2: 3,031 shares; 2025Q3: 2,858 shares; 2025Q4: 3,541 shares; 2026Q1: 4,819 shares 4,819 $818K 0.23% +1,278 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,549 shares; 2025Q4: 3,228 shares; 2026Q1: 3,434 shares 3,434 $816K 0.23% +206 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,173 shares; 2025Q3: 6,320 shares; 2025Q4: 17,917 shares; 2026Q1: 20,738 shares 20,738 $797K 0.22% +2,821 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 565 shares; 2025Q1: 960 shares; 2025Q2: 1,675 shares; 2025Q3: 777 shares; 2025Q4: 1,255 shares; 2026Q1: 1,182 shares 1,182 $772K 0.21% -73 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 7,240 shares; 2025Q1: 25,699 shares; 2025Q2: 25,699 shares; 2025Q3: 19,221 shares; 2025Q4: 19,221 shares; 2026Q1: 19,221 shares 19,221 $747K 0.21% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,074 shares; 2025Q3: 5,561 shares; 2025Q4: 10,506 shares; 2026Q1: 10,088 shares 10,088 $738K 0.2% -418 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: 1,185 shares; 2024Q4: 707 shares; 2025Q1: 642 shares; 2025Q2: 714 shares; 2025Q3: 765 shares; 2025Q4: 859 shares; 2026Q1: 799 shares 799 $735K 0.2% -60 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: 4,121 shares; 2024Q4: 2,324 shares; 2025Q1: 3,909 shares; 2025Q2: 3,783 shares; 2025Q3: 3,381 shares; 2025Q4: 3,093 shares; 2026Q1: 3,374 shares 3,374 $733K 0.2% +281 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,055 shares; 2025Q1: 3,064 shares; 2025Q2: 3,592 shares; 2025Q3: 2,802 shares; 2025Q4: 2,841 shares; 2026Q1: 2,761 shares 2,761 $722K 0.2% -80 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,077 shares 30,077 $720K 0.2% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,021 shares; 2025Q4: 1,886 shares; 2026Q1: 2,557 shares 2,557 $720K 0.2% +671 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 reported; 2024Q4: not reported; 2025Q1: 762 shares; 2025Q2: 1,171 shares; 2025Q3: 1,005 shares; 2025Q4: 1,401 shares; 2026Q1: 1,434 shares 1,434 $717K 0.2% +33 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 1,367 shares; 2025Q1: 3,238 shares; 2025Q2: 3,892 shares; 2025Q3: 3,505 shares; 2025Q4: 4,532 shares; 2026Q1: 4,513 shares 4,513 $701K 0.19% -19 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 1,622 shares; 2025Q1: 2,983 shares; 2025Q2: 3,088 shares; 2025Q3: 2,832 shares; 2025Q4: 2,772 shares; 2026Q1: 3,328 shares 3,328 $691K 0.19% +556 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 reported; 2024Q4: not reported; 2025Q1: 8,113 shares; 2025Q2: 9,300 shares; 2025Q3: 7,608 shares; 2025Q4: 8,475 shares; 2026Q1: 8,632 shares 8,632 $670K 0.18% +157 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 783 shares; 2026Q1: 2,626 shares 2,626 $660K 0.18% +1,843 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,404 shares; 2025Q3: 4,691 shares; 2025Q4: 7,460 shares; 2026Q1: 6,701 shares 6,701 $659K 0.18% -759 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: 1,834 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 632 shares; 2025Q3: 686 shares; 2025Q4: 634 shares; 2026Q1: 753 shares 753 $658K 0.18% +119 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 1,323 shares; 2025Q4: 2,408 shares; 2026Q1: 2,033 shares 2,033 $647K 0.18% -375 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 1,960 shares; 2025Q1: 3,216 shares; 2025Q2: 3,253 shares; 2025Q3: 2,825 shares; 2025Q4: 2,748 shares; 2026Q1: 3,516 shares 3,516 $646K 0.18% +768 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,573 shares; 2026Q1: 6,893 shares 6,893 $643K 0.18% +4,320 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,108 shares; 2025Q1: 4,098 shares; 2025Q2: 5,575 shares; 2025Q3: 6,105 shares; 2025Q4: 6,087 shares; 2026Q1: 6,049 shares 6,049 $641K 0.18% -38 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: not reported; 2025Q1: 2,056 shares; 2025Q2: 3,709 shares; 2025Q3: 2,364 shares; 2025Q4: 3,915 shares; 2026Q1: 4,306 shares 4,306 $633K 0.17% +391 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,680 shares; 2025Q2: 24,680 shares; 2025Q3: 24,721 shares; 2025Q4: 24,726 shares; 2026Q1: 24,729 shares 24,729 $631K 0.17% +3 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,362 shares; 2025Q3: 20,362 shares; 2025Q4: 39,598 shares; 2026Q1: 39,598 shares 39,598 $622K 0.17% 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: 1,077 shares; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: 1,208 shares; 2025Q3: 1,237 shares; 2025Q4: 1,387 shares; 2026Q1: 1,440 shares 1,440 $620K 0.17% +53 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,744 shares; 2026Q1: 13,771 shares 13,771 $612K 0.17% +8,027 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,623 shares; 2025Q3: 2,048 shares; 2025Q4: 3,758 shares; 2026Q1: 3,147 shares 3,147 $611K 0.17% -611 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: not reported; 2025Q1: 1,909 shares; 2025Q2: 2,551 shares; 2025Q3: 2,537 shares; 2025Q4: 3,160 shares; 2026Q1: 3,158 shares 3,158 $609K 0.17% -2 Timeline DTD 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: 7,133 shares; 2024Q4: 8,054 shares; 2025Q1: 9,351 shares; 2025Q2: 8,887 shares; 2025Q3: 6,963 shares; 2025Q4: 6,963 shares; 2026Q1: 6,963 shares 6,963 $601K 0.17% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 2,794 shares; 2025Q1: 5,211 shares; 2025Q2: 5,078 shares; 2025Q3: 4,533 shares; 2025Q4: 4,691 shares; 2026Q1: 4,589 shares 4,589 $598K 0.17% -102 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,132 shares; 2024Q4: 8,359 shares; 2025Q1: 15,267 shares; 2025Q2: 15,992 shares; 2025Q3: 14,481 shares; 2025Q4: 15,421 shares; 2026Q1: 14,716 shares 14,716 $590K 0.16% -705 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,112 shares; 2025Q1: 2,611 shares; 2025Q2: 2,826 shares; 2025Q3: 2,419 shares; 2025Q4: 2,707 shares; 2026Q1: 2,856 shares 2,856 $589K 0.16% +149 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,499 shares; 2025Q2: 12,487 shares; 2025Q3: 10,761 shares; 2025Q4: 25,952 shares; 2026Q1: 24,358 shares 24,358 $573K 0.16% -1,594 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,047 shares; 2025Q4: 12,470 shares; 2026Q1: 12,060 shares 12,060 $565K 0.16% -410 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 639 shares; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,198 shares; 2025Q4: 1,149 shares; 2026Q1: 1,102 shares 1,102 $545K 0.15% -47 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: not reported; 2025Q1: 5,525 shares; 2025Q2: 7,979 shares; 2025Q3: 6,146 shares; 2025Q4: 5,498 shares; 2026Q1: 3,041 shares 3,041 $541K 0.15% -2,457 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: 4,483 shares; 2024Q4: 3,173 shares; 2025Q1: 5,273 shares; 2025Q2: 5,255 shares; 2025Q3: 4,734 shares; 2025Q4: 4,871 shares; 2026Q1: 4,877 shares 4,877 $535K 0.15% +6 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,304 shares; 2025Q3: 2,339 shares; 2025Q4: 4,457 shares; 2026Q1: 3,426 shares 3,426 $523K 0.14% -1,031 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,459 shares; 2025Q3: not reported; 2025Q4: 12,160 shares; 2026Q1: 11,310 shares 11,310 $520K 0.14% -850 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 1,865 shares; 2025Q1: 3,284 shares; 2025Q2: 3,747 shares; 2025Q3: 3,190 shares; 2025Q4: 3,306 shares; 2026Q1: 3,011 shares 3,011 $507K 0.14% -295 Timeline VWOB 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: 41,141 shares; 2024Q4: 33,159 shares; 2025Q1: 55,851 shares; 2025Q2: 9,419 shares; 2025Q3: 7,868 shares; 2025Q4: 7,468 shares; 2026Q1: 7,728 shares 7,728 $506K 0.14% +260 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,831 shares; 2026Q1: 21,447 shares 21,447 $506K 0.14% +2,616 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,999 shares; 2025Q4: 20,973 shares; 2026Q1: 16,447 shares 16,447 $505K 0.14% -4,526 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: 3,469 shares; 2024Q4: 2,867 shares; 2025Q1: 6,348 shares; 2025Q2: 6,647 shares; 2025Q3: 5,157 shares; 2025Q4: 4,895 shares; 2026Q1: 5,454 shares 5,454 $503K 0.14% +559 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,843 shares; 2026Q1: 12,269 shares 12,269 $500K 0.14% +4,426 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,787 shares; 2025Q3: 5,787 shares; 2025Q4: 11,581 shares; 2026Q1: 11,640 shares 11,640 $492K 0.14% +59 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,029 shares; 2025Q1: 1,915 shares; 2025Q2: 2,001 shares; 2025Q3: 1,761 shares; 2025Q4: 1,915 shares; 2026Q1: 1,844 shares 1,844 $491K 0.14% -71 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: not reported; 2025Q1: 755 shares; 2025Q2: 735 shares; 2025Q3: 741 shares; 2025Q4: 846 shares; 2026Q1: 987 shares 987 $484K 0.13% +141 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,933 shares; 2026Q1: 16,409 shares 16,409 $482K 0.13% +2,476 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,691 shares; 2025Q3: 2,423 shares; 2025Q4: 4,806 shares; 2026Q1: 4,058 shares 4,058 $481K 0.13% -748 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 3,758 shares; 2025Q1: 7,416 shares; 2025Q2: 6,497 shares; 2025Q3: 5,809 shares; 2025Q4: 5,336 shares; 2026Q1: 5,520 shares 5,520 $481K 0.13% +184 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 298 shares; 2025Q1: 516 shares; 2025Q2: 487 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 439 shares 439 $477K 0.13% -19 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,563 shares; 2026Q1: 9,724 shares 9,724 $471K 0.13% +1,161 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,698 shares; 2026Q1: 5,108 shares 5,108 $469K 0.13% +1,410 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: 1,659 shares; 2025Q3: 1,968 shares; 2025Q4: 2,152 shares; 2026Q1: 2,522 shares 2,522 $465K 0.13% +370 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,639 shares; 2026Q1: 8,016 shares 8,016 $459K 0.13% +377 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: 988 shares; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,327 shares; 2025Q3: 1,390 shares; 2025Q4: 1,440 shares; 2026Q1: 1,390 shares 1,390 $457K 0.13% -50 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: 478 shares; 2025Q4: 800 shares; 2026Q1: 528 shares 528 $457K 0.13% -272 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: 1,420 shares; 2024Q4: 977 shares; 2025Q1: 1,687 shares; 2025Q2: 1,652 shares; 2025Q3: 1,504 shares; 2025Q4: 1,445 shares; 2026Q1: 1,394 shares 1,394 $454K 0.13% -51 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,213 shares; 2025Q4: 14,002 shares; 2026Q1: 12,242 shares 12,242 $453K 0.13% -1,760 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: not reported; 2025Q1: 6,458 shares; 2025Q2: 7,520 shares; 2025Q3: 5,669 shares; 2025Q4: 6,567 shares; 2026Q1: 6,200 shares 6,200 $447K 0.12% -367 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,858 shares; 2026Q1: 8,832 shares 8,832 $443K 0.12% -26 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 2,946 shares; 2025Q1: 6,007 shares; 2025Q2: 6,959 shares; 2025Q3: 7,938 shares; 2025Q4: 7,567 shares; 2026Q1: 8,669 shares 8,669 $441K 0.12% +1,102 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 935 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares 1,229 $440K 0.12% 0 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 reported; 2024Q4: not reported; 2025Q1: 4,211 shares; 2025Q2: 4,637 shares; 2025Q3: 4,088 shares; 2025Q4: 4,940 shares; 2026Q1: 5,566 shares 5,566 $436K 0.12% +626 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,928 shares; 2026Q1: 17,876 shares 17,876 $434K 0.12% -1,052 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 4,752 shares; 2025Q1: 4,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,755 shares 5,755 $429K 0.12% new Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,600 shares 12,600 $426K 0.12% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 364 shares; 2025Q3: 409 shares; 2025Q4: 446 shares; 2026Q1: 426 shares 426 $425K 0.12% -20 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,228 shares; 2026Q1: 15,397 shares 15,397 $424K 0.12% +8,169 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 11,042 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,382 shares; 2026Q1: 5,382 shares 5,382 $423K 0.12% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 224 shares; 2025Q4: 4,401 shares; 2026Q1: 4,380 shares 4,380 $421K 0.12% -21 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,554 shares; 2026Q1: 16,440 shares 16,440 $419K 0.12% -114 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,197 shares; 2026Q1: 11,123 shares 11,123 $414K 0.11% -74 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 2,062 shares; 2025Q1: 2,748 shares; 2025Q2: 10,475 shares; 2025Q3: 11,125 shares; 2025Q4: 7,459 shares; 2026Q1: 6,171 shares 6,171 $414K 0.11% -1,288 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: 4,058 shares; 2024Q4: 2,670 shares; 2025Q1: 4,371 shares; 2025Q2: 4,048 shares; 2025Q3: 3,683 shares; 2025Q4: 3,770 shares; 2026Q1: 3,996 shares 3,996 $413K 0.11% +226 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,596 shares; 2026Q1: 4,236 shares 4,236 $413K 0.11% +640 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 2,292 shares; 2025Q1: 4,106 shares; 2025Q2: 4,315 shares; 2025Q3: 3,776 shares; 2025Q4: 3,763 shares; 2026Q1: 3,648 shares 3,648 $412K 0.11% -115 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,597 shares; 2026Q1: 21,962 shares 21,962 $412K 0.11% +11,365 Timeline AIRR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares; 2026Q1: 3,710 shares 3,710 $411K 0.11% +1,786 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 855 shares; 2026Q1: 2,004 shares 2,004 $408K 0.11% +1,149 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 1,637 shares; 2025Q3: 1,326 shares; 2025Q4: 1,614 shares; 2026Q1: 2,074 shares 2,074 $407K 0.11% +460 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 3,002 shares; 2025Q1: 7,267 shares; 2025Q2: 8,106 shares; 2025Q3: 6,554 shares; 2025Q4: 6,547 shares; 2026Q1: 6,130 shares 6,130 $404K 0.11% -417 Timeline RISN NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,006 shares 14,006 $403K 0.11% 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: 7,977 shares; 2024Q4: 4,087 shares; 2025Q1: 7,757 shares; 2025Q2: 7,935 shares; 2025Q3: 6,735 shares; 2025Q4: 6,795 shares; 2026Q1: 6,540 shares 6,540 $402K 0.11% -255 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: 2,199 shares; 2024Q4: not reported; 2025Q1: 3,623 shares; 2025Q2: 3,035 shares; 2025Q3: 3,174 shares; 2025Q4: 3,261 shares; 2026Q1: 3,319 shares 3,319 $401K 0.11% +58 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: not reported; 2025Q1: 2,780 shares; 2025Q2: 2,796 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares 2,740 $400K 0.11% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,341 shares; 2025Q1: 4,153 shares; 2025Q2: 4,027 shares; 2025Q3: 4,195 shares; 2025Q4: 4,461 shares; 2026Q1: 5,067 shares 5,067 $399K 0.11% +606 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 400 shares; 2025Q3: 411 shares; 2025Q4: 587 shares; 2026Q1: 584 shares 584 $399K 0.11% -3 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; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 1,141 shares; 2025Q1: 2,045 shares; 2025Q2: 1,493 shares; 2025Q3: 986 shares; 2025Q4: 906 shares; 2026Q1: 856 shares 856 $397K 0.11% -50 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 604 shares; 2025Q1: 1,029 shares; 2025Q2: 997 shares; 2025Q3: 856 shares; 2025Q4: 851 shares; 2026Q1: 920 shares 920 $394K 0.11% +69 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,601 shares; 2024Q4: not reported; 2025Q1: 30,292 shares; 2025Q2: 30,304 shares; 2025Q3: 26,340 shares; 2025Q4: 16,932 shares; 2026Q1: 16,932 shares 16,932 $389K 0.11% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: not reported; 2025Q1: 2,275 shares; 2025Q2: 2,737 shares; 2025Q3: 2,829 shares; 2025Q4: 2,545 shares; 2026Q1: 1,459 shares 1,459 $386K 0.11% -1,086 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,902 shares; 2026Q1: 18,968 shares 18,968 $386K 0.11% +66 Timeline ANRO ALTO NEUROSCIENCE INC More: the full row for ALTO NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,130 shares 17,130 $385K 0.11% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: not reported; 2025Q1: 2,040 shares; 2025Q2: 2,013 shares; 2025Q3: 1,852 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares 1,902 $377K 0.1% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,180 shares; 2025Q1: 3,561 shares; 2025Q2: 3,576 shares; 2025Q3: 3,039 shares; 2025Q4: 2,728 shares; 2026Q1: 2,645 shares 2,645 $377K 0.1% -83 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 2,164 shares; 2025Q1: 3,987 shares; 2025Q2: 4,345 shares; 2025Q3: 2,883 shares; 2025Q4: 2,596 shares; 2026Q1: 2,291 shares 2,291 $374K 0.1% -305 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: 2,466 shares; 2025Q1: 4,208 shares; 2025Q2: 4,507 shares; 2025Q3: 4,490 shares; 2025Q4: 4,764 shares; 2026Q1: 5,528 shares 5,528 $371K 0.1% +764 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,066 shares; 2026Q1: 3,406 shares 3,406 $369K 0.1% +1,340 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: not reported; 2025Q1: 3,062 shares; 2025Q2: 2,599 shares; 2025Q3: 2,520 shares; 2025Q4: 2,511 shares; 2026Q1: 2,495 shares 2,495 $362K 0.1% -16 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,846 shares; 2026Q1: 7,316 shares 7,316 $362K 0.1% +1,470 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513 shares 513 $361K 0.1% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,080 shares 4,080 $359K 0.1% new Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,641 shares 9,641 $357K 0.1% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,071 shares; 2026Q1: 7,213 shares 7,213 $348K 0.1% +142 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,294 shares; 2024Q4: not reported; 2025Q1: 4,300 shares; 2025Q2: 5,190 shares; 2025Q3: 4,543 shares; 2025Q4: 4,451 shares; 2026Q1: 3,556 shares 3,556 $344K 0.1% -895 Timeline PEY 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: 14,460 shares; 2024Q4: not reported; 2025Q1: 15,960 shares; 2025Q2: 15,960 shares; 2025Q3: 15,960 shares; 2025Q4: 15,960 shares; 2026Q1: 15,960 shares 15,960 $342K 0.09% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 816 shares; 2025Q1: 1,384 shares; 2025Q2: 1,445 shares; 2025Q3: 1,315 shares; 2025Q4: 1,309 shares; 2026Q1: 1,384 shares 1,384 $341K 0.09% +75 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 1,639 shares; 2025Q3: 1,284 shares; 2025Q4: 1,578 shares; 2026Q1: 1,552 shares 1,552 $340K 0.09% -26 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647 shares; 2026Q1: 834 shares 834 $340K 0.09% +187 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 2,632 shares; 2025Q1: 4,753 shares; 2025Q2: 4,910 shares; 2025Q3: 4,352 shares; 2025Q4: 4,180 shares; 2026Q1: 3,969 shares 3,969 $339K 0.09% -211 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,032 shares 6,032 $338K 0.09% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 2,163 shares; 2025Q1: 4,613 shares; 2025Q2: 4,795 shares; 2025Q3: 4,426 shares; 2025Q4: 3,924 shares; 2026Q1: 3,590 shares 3,590 $337K 0.09% -334 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $334K 0.09% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,198 shares; 2025Q3: 2,353 shares; 2025Q4: 3,521 shares; 2026Q1: 3,452 shares 3,452 $333K 0.09% -69 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,257 shares; 2025Q4: 4,434 shares; 2026Q1: 4,587 shares 4,587 $330K 0.09% +153 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,028 shares; 2025Q3: not reported; 2025Q4: 7,209 shares; 2026Q1: 7,843 shares 7,843 $326K 0.09% +634 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,699 shares 1,699 $326K 0.09% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 457 shares; 2025Q1: 851 shares; 2025Q2: 845 shares; 2025Q3: 775 shares; 2025Q4: 755 shares; 2026Q1: 903 shares 903 $325K 0.09% +148 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,947 shares; 2025Q2: 2,947 shares; 2025Q3: 2,947 shares; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares 2,674 $323K 0.09% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,899 shares; 2026Q1: 19,644 shares 19,644 $323K 0.09% +745 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,308 shares; 2026Q1: 6,939 shares 6,939 $322K 0.09% -369 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 635 shares; 2025Q1: 1,403 shares; 2025Q2: 1,547 shares; 2025Q3: 1,167 shares; 2025Q4: 1,069 shares; 2026Q1: 1,274 shares 1,274 $318K 0.09% +205 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,425 shares; 2025Q3: not reported; 2025Q4: 2,646 shares; 2026Q1: 2,707 shares 2,707 $317K 0.09% +61 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: 2,021 shares; 2024Q4: 1,504 shares; 2025Q1: 3,350 shares; 2025Q2: 3,589 shares; 2025Q3: 3,040 shares; 2025Q4: 2,819 shares; 2026Q1: 2,626 shares 2,626 $317K 0.09% -193 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: not reported; 2025Q1: 19,664 shares; 2025Q2: 18,213 shares; 2025Q3: 17,573 shares; 2025Q4: 15,769 shares; 2026Q1: 18,176 shares 18,176 $313K 0.09% +2,407 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,671 shares 8,671 $312K 0.09% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $308K 0.09% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 16,297 shares; 2025Q1: 18,885 shares; 2025Q2: 15,864 shares; 2025Q3: 13,034 shares; 2025Q4: 13,443 shares; 2026Q1: 12,533 shares 12,533 $304K 0.08% -910 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,919 shares; 2025Q2: 4,909 shares; 2025Q3: 4,483 shares; 2025Q4: 3,273 shares; 2026Q1: 3,273 shares 3,273 $304K 0.08% 0 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,309 shares; 2026Q1: 5,832 shares 5,832 $301K 0.08% +523 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares 738 $301K 0.08% 0 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,607 shares; 2024Q4: not reported; 2025Q1: 11,607 shares; 2025Q2: 11,607 shares; 2025Q3: 11,607 shares; 2025Q4: 11,607 shares; 2026Q1: 11,607 shares 11,607 $298K 0.08% 0 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,922 shares 10,922 $294K 0.08% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 3,273 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares 1,985 $294K 0.08% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,648 shares; 2026Q1: 1,788 shares 1,788 $293K 0.08% +140 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: not reported; 2025Q4: 2,048 shares; 2026Q1: 1,988 shares 1,988 $289K 0.08% -60 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,426 shares; 2024Q4: not reported; 2025Q1: 16,022 shares; 2025Q2: 16,179 shares; 2025Q3: 13,094 shares; 2025Q4: 13,232 shares; 2026Q1: 12,137 shares 12,137 $288K 0.08% -1,095 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,390 shares 1,390 $287K 0.08% +53 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,029 shares; 2026Q1: 15,588 shares 15,588 $284K 0.08% -5,441 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 2,265 shares; 2025Q1: 4,435 shares; 2025Q2: 5,014 shares; 2025Q3: 4,923 shares; 2025Q4: 4,861 shares; 2026Q1: 2,639 shares 2,639 $282K 0.08% -2,222 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,910 shares; 2026Q1: 6,188 shares 6,188 $279K 0.08% +278 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: not reported; 2025Q1: 3,883 shares; 2025Q2: 8,086 shares; 2025Q3: 5,732 shares; 2025Q4: 6,297 shares; 2026Q1: 6,007 shares 6,007 $279K 0.08% -290 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,602 shares; 2026Q1: 3,588 shares 3,588 $278K 0.08% -14 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 2,363 shares; 2026Q1: 2,636 shares 2,636 $276K 0.08% +273 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: not reported; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares 2,495 $273K 0.08% 0 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,264 shares 7,264 $270K 0.07% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 1,405 shares 1,405 $270K 0.07% -68 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512 shares 512 $267K 0.07% new Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,760 shares; 2026Q1: 3,466 shares 3,466 $265K 0.07% +1,706 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,976 shares; 2026Q1: 11,086 shares 11,086 $265K 0.07% -890 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 1,866 shares; 2025Q3: 1,415 shares; 2025Q4: 1,552 shares; 2026Q1: 1,523 shares 1,523 $264K 0.07% -29 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: not reported; 2025Q1: 10,982 shares; 2025Q2: 11,342 shares; 2025Q3: 10,239 shares; 2025Q4: 10,328 shares; 2026Q1: 11,477 shares 11,477 $262K 0.07% +1,149 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685 shares; 2025Q2: 826 shares; 2025Q3: 792 shares; 2025Q4: 784 shares; 2026Q1: 1,201 shares 1,201 $261K 0.07% +417 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,486 shares; 2026Q1: 1,524 shares 1,524 $260K 0.07% +38 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,351 shares; 2025Q2: 30,080 shares; 2025Q3: 28,253 shares; 2025Q4: 35,277 shares; 2026Q1: 37,395 shares 37,395 $260K 0.07% +2,118 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,524 shares; 2026Q1: 1,766 shares 1,766 $259K 0.07% +242 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: not reported; 2025Q1: 2,883 shares; 2025Q2: 2,918 shares; 2025Q3: 2,559 shares; 2025Q4: 2,389 shares; 2026Q1: 2,605 shares 2,605 $258K 0.07% +216 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,506 shares; 2025Q4: 4,047 shares; 2026Q1: 3,274 shares 3,274 $258K 0.07% -773 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $254K 0.07% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 879 shares; 2025Q2: 1,127 shares; 2025Q3: 957 shares; 2025Q4: 815 shares; 2026Q1: 1,009 shares 1,009 $254K 0.07% +194 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,968 shares; 2026Q1: 7,406 shares 7,406 $250K 0.07% +438 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 1,853 shares; 2025Q1: 3,274 shares; 2025Q2: 3,460 shares; 2025Q3: 2,633 shares; 2025Q4: 2,549 shares; 2026Q1: 2,770 shares 2,770 $250K 0.07% +221 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,208 shares; 2025Q2: 18,481 shares; 2025Q3: 15,481 shares; 2025Q4: 8,534 shares; 2026Q1: 8,534 shares 8,534 $248K 0.07% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,246 shares 1,246 $247K 0.07% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,405 shares; 2026Q1: 2,625 shares 2,625 $247K 0.07% +220 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,465 shares; 2026Q1: 5,536 shares 5,536 $247K 0.07% +71 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 10,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,710 shares 8,710 $243K 0.07% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,269 shares; 2025Q3: 1,976 shares; 2025Q4: 1,956 shares; 2026Q1: 1,956 shares 1,956 $243K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 503 shares; 2025Q3: 561 shares; 2025Q4: 468 shares; 2026Q1: 400 shares 400 $242K 0.07% -68 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,928 shares; 2025Q2: 1,928 shares; 2025Q3: 1,846 shares; 2025Q4: 1,546 shares; 2026Q1: 1,548 shares 1,548 $241K 0.07% +2 Timeline PFM 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: 4,664 shares; 2024Q4: not reported; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 4,664 shares; 2025Q4: 4,664 shares; 2026Q1: 4,664 shares 4,664 $238K 0.07% 0 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,946 shares; 2026Q1: 3,776 shares 3,776 $237K 0.07% -2,170 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares; 2026Q1: 1,875 shares 1,875 $236K 0.07% +196 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares; 2026Q1: 1,829 shares 1,829 $235K 0.07% -13 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,138 shares 3,138 $235K 0.06% new 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; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 1,474 shares; 2025Q1: 2,689 shares; 2025Q2: 2,881 shares; 2025Q3: 2,564 shares; 2025Q4: 2,310 shares; 2026Q1: 2,225 shares 2,225 $234K 0.06% -85 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,894 shares; 2026Q1: 7,894 shares 7,894 $233K 0.06% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,547 shares 14,547 $230K 0.06% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,040 shares; 2025Q2: 18,040 shares; 2025Q3: 17,909 shares; 2025Q4: 10,151 shares; 2026Q1: 10,151 shares 10,151 $230K 0.06% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: not reported; 2025Q1: 8,630 shares; 2025Q2: 9,006 shares; 2025Q3: 8,192 shares; 2025Q4: 8,484 shares; 2026Q1: 8,346 shares 8,346 $224K 0.06% -138 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,473 shares; 2026Q1: 4,872 shares 4,872 $221K 0.06% +399 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $221K 0.06% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,511 shares; 2025Q3: not reported; 2025Q4: 6,642 shares; 2026Q1: 7,080 shares 7,080 $219K 0.06% +438 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,669 shares 4,669 $218K 0.06% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $216K 0.06% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,869 shares; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares 5,869 $216K 0.06% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,773 shares; 2025Q2: 11,621 shares; 2025Q3: 11,621 shares; 2025Q4: 4,243 shares; 2026Q1: 4,243 shares 4,243 $215K 0.06% 0 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,485 shares; 2026Q1: 2,336 shares 2,336 $215K 0.06% -1,149 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,015 shares; 2025Q1: 3,588 shares; 2025Q2: 3,428 shares; 2025Q3: 3,236 shares; 2025Q4: 2,628 shares; 2026Q1: 2,527 shares 2,527 $214K 0.06% -101 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,943 shares; 2026Q1: 1,945 shares 1,945 $212K 0.06% +2 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $208K 0.06% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,312 shares 2,312 $208K 0.06% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,157 shares; 2025Q2: 1,120 shares; 2025Q3: 1,116 shares; 2025Q4: 919 shares; 2026Q1: 919 shares 919 $208K 0.06% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,866 shares 4,866 $206K 0.06% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,442 shares 4,442 $204K 0.06% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 410 shares 410 $202K 0.06% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares 504 $201K 0.06% new Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,170 shares 10,170 $192K 0.05% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,640 shares 11,640 $176K 0.05% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,525 shares; 2026Q1: 13,650 shares 13,650 $119K 0.03% +1,125 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,203 shares; 2026Q1: 18,520 shares 18,520 $79.5K 0.02% +5,317 Timeline HITI HIGH TIDE INC More: the full row for HIGH TIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,455 shares; 2025Q3: 13,455 shares; 2025Q4: 12,049 shares; 2026Q1: 12,049 shares 12,049 $27.6K 0.01% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,422 shares 12,422 $21.1K 0.01% new Timeline NMTC NEUROONE MED TECHNOLOGIES CO More: the full row for NEUROONE MED TECHNOLOGIES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,580 shares 19,580 $15.2K <0.01% new Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,909 shares; 2025Q3: 11,909 shares; 2025Q4: 10,630 shares; 2026Q1: 10,630 shares 10,630 $14K <0.01% 0 Timeline INCR INTERCURE LTD More: the full row for INTERCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,648 shares; 2025Q3: 12,648 shares; 2025Q4: 11,882 shares; 2026Q1: 11,882 shares 11,882 $8.92K <0.01% 0 Timeline NXXT NEXTNRG INC More: the full row for NEXTNRG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,400 shares 16,400 $6.56K <0.01% new Timeline