IUSV 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: 161,296 shares; 2024Q4: 161,459 shares; 2025Q1: 161,211 shares; 2025Q2: 161,976 shares; 2025Q3: 164,818 shares; 2025Q4: 174,875 shares; 2026Q1: 182,128 shares 182,128 $18.6M 6.27% +7,253 Timeline IUSG 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: 107,300 shares; 2024Q4: 103,639 shares; 2025Q1: 100,282 shares; 2025Q2: 99,410 shares; 2025Q3: 99,604 shares; 2025Q4: 103,133 shares; 2026Q1: 100,734 shares 100,734 $15.6M 5.26% -2,399 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,155 shares; 2024Q4: 112,997 shares; 2025Q1: 115,052 shares; 2025Q2: 121,594 shares; 2025Q3: 124,333 shares; 2025Q4: 129,681 shares; 2026Q1: 136,243 shares 136,243 $11.8M 3.98% +6,562 Timeline JPIE 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: 189,777 shares; 2024Q4: 195,442 shares; 2025Q1: 195,818 shares; 2025Q2: 199,408 shares; 2025Q3: 207,837 shares; 2025Q4: 225,353 shares; 2026Q1: 234,753 shares 234,753 $10.8M 3.64% +9,400 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,443 shares; 2024Q4: 110,808 shares; 2025Q1: 112,953 shares; 2025Q2: 111,637 shares; 2025Q3: 112,834 shares; 2025Q4: 118,909 shares; 2026Q1: 115,797 shares 115,797 $10.5M 3.53% -3,112 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: 115,138 shares; 2024Q4: 114,799 shares; 2025Q1: 115,819 shares; 2025Q2: 107,216 shares; 2025Q3: 108,592 shares; 2025Q4: 111,693 shares; 2026Q1: 69,236 shares 69,236 $8.61M 2.9% -42,457 Timeline PYLD 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: 208,780 shares; 2025Q2: 213,595 shares; 2025Q3: 217,955 shares; 2025Q4: 277,680 shares; 2026Q1: 289,287 shares 289,287 $7.58M 2.55% +11,607 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: 9,923 shares; 2024Q4: 9,103 shares; 2025Q1: 44,128 shares; 2025Q2: 45,386 shares; 2025Q3: 45,846 shares; 2025Q4: 38,422 shares; 2026Q1: 38,282 shares 38,282 $7.35M 2.47% -140 Timeline AGG 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: 114,000 shares; 2024Q4: 114,115 shares; 2025Q1: 120,280 shares; 2025Q2: 123,041 shares; 2025Q3: 126,535 shares; 2025Q4: 152,954 shares; 2026Q1: 68,830 shares 68,830 $6.83M 2.3% -84,124 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: 17,740 shares; 2024Q4: 17,437 shares; 2025Q1: 15,931 shares; 2025Q2: 12,580 shares; 2025Q3: 12,595 shares; 2025Q4: 11,281 shares; 2026Q1: 11,465 shares 11,465 $6.62M 2.23% +184 Timeline BOND 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: 13,370 shares; 2025Q2: 13,553 shares; 2025Q3: 15,714 shares; 2025Q4: 19,545 shares; 2026Q1: 70,998 shares 70,998 $6.55M 2.21% +51,453 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,876 shares; 2024Q4: 62,756 shares; 2025Q1: 64,567 shares; 2025Q2: 61,265 shares; 2025Q3: 62,582 shares; 2025Q4: 62,630 shares; 2026Q1: 62,361 shares 62,361 $6.06M 2.04% -269 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,218 shares; 2024Q4: 85,266 shares; 2025Q1: 85,646 shares; 2025Q2: 85,093 shares; 2025Q3: 85,851 shares; 2025Q4: 89,653 shares; 2026Q1: 83,842 shares 83,842 $5.85M 1.97% -5,811 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,132 shares 142,132 $5.4M 1.82% new 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: 22,369 shares; 2024Q4: 22,907 shares; 2025Q1: 18,026 shares; 2025Q2: 18,746 shares; 2025Q3: 19,491 shares; 2025Q4: 18,136 shares; 2026Q1: 18,195 shares 18,195 $4.62M 1.55% +59 Timeline FBND 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: not reported; 2026Q1: 96,600 shares 96,600 $4.41M 1.48% new 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: 6,742 shares; 2024Q4: 6,630 shares; 2025Q1: 6,726 shares; 2025Q2: 6,626 shares; 2025Q3: 6,685 shares; 2025Q4: 6,847 shares; 2026Q1: 6,396 shares 6,396 $4.18M 1.41% -451 Timeline IUSB 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: 67,666 shares; 2024Q4: 68,832 shares; 2025Q1: 73,110 shares; 2025Q2: 72,177 shares; 2025Q3: 72,525 shares; 2025Q4: 80,586 shares; 2026Q1: 89,575 shares 89,575 $4.14M 1.39% +8,989 Timeline SCZ 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: 42,833 shares; 2024Q4: 43,969 shares; 2025Q1: 44,383 shares; 2025Q2: 43,993 shares; 2025Q3: 44,437 shares; 2025Q4: 46,973 shares; 2026Q1: 46,446 shares 46,446 $3.64M 1.23% -527 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: 9,547 shares; 2024Q4: 9,750 shares; 2025Q1: 9,301 shares; 2025Q2: 9,349 shares; 2025Q3: 9,005 shares; 2025Q4: 9,349 shares; 2026Q1: 9,649 shares 9,649 $3.57M 1.2% +300 Timeline VYMI 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: 7,417 shares; 2024Q4: 6,967 shares; 2025Q1: 6,571 shares; 2025Q2: 6,070 shares; 2025Q3: 5,926 shares; 2025Q4: 37,673 shares; 2026Q1: 36,790 shares 36,790 $3.47M 1.17% -883 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: 21,210 shares; 2024Q4: 22,139 shares; 2025Q1: 22,659 shares; 2025Q2: 22,627 shares; 2025Q3: 20,337 shares; 2025Q4: 19,789 shares; 2026Q1: 19,618 shares 19,618 $3.42M 1.15% -171 Timeline IJH 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: 933 shares; 2024Q4: 930 shares; 2025Q1: 45,398 shares; 2025Q2: 47,158 shares; 2025Q3: 47,960 shares; 2025Q4: 47,873 shares; 2026Q1: 47,708 shares 47,708 $3.22M 1.08% -165 Timeline EEM 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: 60,200 shares; 2024Q4: 60,356 shares; 2025Q1: 62,798 shares; 2025Q2: 61,579 shares; 2025Q3: 62,222 shares; 2025Q4: 56,733 shares; 2026Q1: 56,427 shares 56,427 $3.2M 1.08% -306 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: 39,212 shares; 2024Q4: 39,501 shares; 2025Q1: 43,359 shares; 2025Q2: 42,889 shares; 2025Q3: 42,985 shares; 2025Q4: 47,739 shares; 2026Q1: 54,823 shares 54,823 $2.74M 0.92% +7,084 Timeline ISTB 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: 38,250 shares; 2024Q4: 39,444 shares; 2025Q1: 42,060 shares; 2025Q2: 41,452 shares; 2025Q3: 41,624 shares; 2025Q4: 46,530 shares; 2026Q1: 52,204 shares 52,204 $2.53M 0.85% +5,674 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: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 15,051 shares; 2026Q1: 15,046 shares 15,046 $2.23M 0.75% -5 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,144 shares; 2026Q1: 76,141 shares 76,141 $2.13M 0.72% +997 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: 10,755 shares; 2024Q4: 10,727 shares; 2025Q1: 7,732 shares; 2025Q2: 7,851 shares; 2025Q3: 10,249 shares; 2025Q4: 7,579 shares; 2026Q1: 7,422 shares 7,422 $2.13M 0.72% -157 Timeline JMBS 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: 43,003 shares; 2026Q1: 43,739 shares 43,739 $1.98M 0.67% +736 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,431 shares; 2026Q1: 20,794 shares 20,794 $1.95M 0.66% +363 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: 3,673 shares; 2024Q4: 3,629 shares; 2025Q1: 3,347 shares; 2025Q2: 3,320 shares; 2025Q3: 2,860 shares; 2025Q4: 3,326 shares; 2026Q1: 3,295 shares 3,295 $1.88M 0.63% -31 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: 7,371 shares; 2024Q4: 6,997 shares; 2025Q1: 6,786 shares; 2025Q2: 6,438 shares; 2025Q3: 6,293 shares; 2025Q4: 6,157 shares; 2026Q1: 6,287 shares 6,287 $1.85M 0.62% +130 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 4,055 shares; 2025Q4: 53,706 shares; 2026Q1: 54,435 shares 54,435 $1.84M 0.62% +729 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: 10,775 shares; 2024Q4: 10,361 shares; 2025Q1: 9,937 shares; 2025Q2: 7,412 shares; 2025Q3: 7,974 shares; 2025Q4: 9,472 shares; 2026Q1: 11,038 shares 11,038 $1.83M 0.61% +1,566 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: 30,003 shares; 2024Q4: 30,386 shares; 2025Q1: 28,914 shares; 2025Q2: 28,732 shares; 2025Q3: 30,830 shares; 2025Q4: 35,672 shares; 2026Q1: 35,308 shares 35,308 $1.77M 0.6% -364 Timeline MCHI 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: 70,900 shares; 2024Q4: 67,979 shares; 2025Q1: 59,108 shares; 2025Q2: 33,375 shares; 2025Q3: 33,501 shares; 2025Q4: 30,908 shares; 2026Q1: 31,456 shares 31,456 $1.77M 0.59% +548 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,672 shares; 2024Q4: 51,420 shares; 2025Q1: 48,293 shares; 2025Q2: 65,374 shares; 2025Q3: 61,319 shares; 2025Q4: 74,241 shares; 2026Q1: 83,976 shares 83,976 $1.75M 0.59% +9,735 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,920 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 12,348 shares; 2025Q4: 10,910 shares; 2026Q1: 10,211 shares 10,211 $1.75M 0.59% -699 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: 11,202 shares; 2024Q4: 10,996 shares; 2025Q1: 8,974 shares; 2025Q2: 9,002 shares; 2025Q3: 8,530 shares; 2025Q4: 8,417 shares; 2026Q1: 8,391 shares 8,391 $1.75M 0.59% -26 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,362 shares 25,362 $1.7M 0.57% 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: 1,540 shares; 2024Q4: 1,555 shares; 2025Q1: 1,420 shares; 2025Q2: 1,409 shares; 2025Q3: 1,458 shares; 2025Q4: 1,639 shares; 2026Q1: 1,638 shares 1,638 $1.63M 0.55% -1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 885 shares; 2025Q2: 964 shares; 2025Q3: 1,499 shares; 2025Q4: 1,324 shares; 2026Q1: 1,218 shares 1,218 $1.61M 0.54% -106 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: 10,064 shares; 2024Q4: 9,423 shares; 2025Q1: 7,417 shares; 2025Q2: 6,215 shares; 2025Q3: 5,457 shares; 2025Q4: 5,014 shares; 2026Q1: 5,105 shares 5,105 $1.58M 0.53% +91 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: 10,569 shares; 2024Q4: 10,363 shares; 2025Q1: 10,283 shares; 2025Q2: 10,516 shares; 2025Q3: 9,627 shares; 2025Q4: 5,316 shares; 2026Q1: 4,622 shares 4,622 $1.56M 0.53% -694 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,917 shares; 2025Q1: 8,725 shares; 2025Q2: 8,804 shares; 2025Q3: 8,775 shares; 2025Q4: 6,961 shares; 2026Q1: 6,219 shares 6,219 $1.56M 0.52% -742 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: 7,446 shares; 2024Q4: 7,753 shares; 2025Q1: 7,574 shares; 2025Q2: 7,372 shares; 2025Q3: 7,127 shares; 2025Q4: 6,896 shares; 2026Q1: 7,029 shares 7,029 $1.53M 0.51% +133 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: 7,254 shares; 2024Q4: 7,332 shares; 2025Q1: 6,985 shares; 2025Q2: 8,883 shares; 2025Q3: 15,167 shares; 2025Q4: 15,317 shares; 2026Q1: 15,473 shares 15,473 $1.52M 0.51% +156 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: 1,988 shares; 2024Q4: 1,959 shares; 2025Q1: 1,893 shares; 2025Q2: 1,782 shares; 2025Q3: 1,312 shares; 2025Q4: 15,091 shares; 2026Q1: 15,657 shares 15,657 $1.51M 0.51% +566 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,434 shares; 2024Q4: 21,805 shares; 2025Q1: 21,102 shares; 2025Q2: 25,534 shares; 2025Q3: 21,786 shares; 2025Q4: 19,776 shares; 2026Q1: 19,668 shares 19,668 $1.51M 0.51% -108 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,344 shares; 2024Q4: 21,192 shares; 2025Q1: 21,254 shares; 2025Q2: 21,753 shares; 2025Q3: 24,791 shares; 2025Q4: 28,263 shares; 2026Q1: 32,495 shares 32,495 $1.47M 0.49% +4,232 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,951 shares; 2024Q4: 9,139 shares; 2025Q1: 8,869 shares; 2025Q2: 8,772 shares; 2025Q3: 6,364 shares; 2025Q4: 7,540 shares; 2026Q1: 8,286 shares 8,286 $1.45M 0.49% +746 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,119 shares; 2024Q4: 9,258 shares; 2025Q1: 9,345 shares; 2025Q2: 8,459 shares; 2025Q3: 6,372 shares; 2025Q4: 3,936 shares; 2026Q1: 3,652 shares 3,652 $1.43M 0.48% -284 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,856 shares; 2025Q1: 2,966 shares; 2025Q2: 2,990 shares; 2025Q3: 2,778 shares; 2025Q4: 2,828 shares; 2026Q1: 2,709 shares 2,709 $1.42M 0.48% -119 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: 10,630 shares; 2024Q4: 11,285 shares; 2025Q1: 8,540 shares; 2025Q2: 12,256 shares; 2025Q3: 11,967 shares; 2025Q4: 12,160 shares; 2026Q1: 11,769 shares 11,769 $1.42M 0.48% -391 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 11,431 shares; 2025Q1: 13,920 shares; 2025Q2: 25,208 shares; 2025Q3: 23,925 shares; 2025Q4: 20,483 shares; 2026Q1: 17,481 shares 17,481 $1.39M 0.47% -3,002 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: 16,722 shares; 2024Q4: 16,683 shares; 2025Q1: 16,249 shares; 2025Q2: 12,049 shares; 2025Q3: 12,251 shares; 2025Q4: 12,560 shares; 2026Q1: 17,756 shares 17,756 $1.38M 0.46% +5,196 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 8,387 shares; 2025Q1: 8,424 shares; 2025Q2: 8,472 shares; 2025Q3: 8,133 shares; 2025Q4: 20,847 shares; 2026Q1: 21,498 shares 21,498 $1.33M 0.45% +651 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: 7,758 shares; 2024Q4: 8,178 shares; 2025Q1: 8,387 shares; 2025Q2: 8,875 shares; 2025Q3: 8,140 shares; 2025Q4: 6,365 shares; 2026Q1: 6,414 shares 6,414 $1.3M 0.44% +49 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: 6,467 shares; 2024Q4: 6,567 shares; 2025Q1: 6,195 shares; 2025Q2: 6,031 shares; 2025Q3: 5,671 shares; 2025Q4: 5,476 shares; 2026Q1: 5,299 shares 5,299 $1.3M 0.44% -177 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: 2,200 shares; 2024Q4: 2,218 shares; 2025Q1: 2,211 shares; 2025Q2: 4,003 shares; 2025Q3: 4,790 shares; 2025Q4: 4,519 shares; 2026Q1: 4,776 shares 4,776 $1.29M 0.43% +257 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,682 shares; 2025Q3: 8,808 shares; 2025Q4: 10,945 shares; 2026Q1: 10,653 shares 10,653 $1.29M 0.43% -292 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,907 shares; 2024Q4: 43,316 shares; 2025Q1: 41,953 shares; 2025Q2: 34,247 shares; 2025Q3: 35,081 shares; 2025Q4: 43,204 shares; 2026Q1: 44,130 shares 44,130 $1.28M 0.43% +926 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,530 shares; 2024Q4: 14,736 shares; 2025Q1: 13,677 shares; 2025Q2: 13,461 shares; 2025Q3: 12,868 shares; 2025Q4: 9,935 shares; 2026Q1: 10,123 shares 10,123 $1.27M 0.43% +188 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: 6,123 shares; 2024Q4: 6,153 shares; 2025Q1: 5,312 shares; 2025Q2: 5,419 shares; 2025Q3: 6,054 shares; 2025Q4: 6,792 shares; 2026Q1: 8,765 shares 8,765 $1.27M 0.43% +1,973 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: 7,904 shares; 2024Q4: 7,540 shares; 2025Q1: 4,870 shares; 2025Q2: 4,863 shares; 2025Q3: 4,852 shares; 2025Q4: 4,463 shares; 2026Q1: 4,392 shares 4,392 $1.26M 0.43% -71 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,199 shares; 2024Q4: 18,004 shares; 2025Q1: 17,905 shares; 2025Q2: 16,070 shares; 2025Q3: 15,228 shares; 2025Q4: 18,691 shares; 2026Q1: 19,033 shares 19,033 $1.26M 0.42% +342 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: 11,168 shares; 2024Q4: 11,139 shares; 2025Q1: 7,730 shares; 2025Q2: 8,340 shares; 2025Q3: 9,209 shares; 2025Q4: 13,009 shares; 2026Q1: 13,320 shares 13,320 $1.24M 0.42% +311 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: 20,129 shares; 2024Q4: 19,767 shares; 2025Q1: 8,778 shares; 2025Q2: 8,983 shares; 2025Q3: 8,502 shares; 2025Q4: 8,339 shares; 2026Q1: 8,243 shares 8,243 $1.21M 0.41% -96 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,717 shares; 2026Q1: 64,387 shares 64,387 $1.2M 0.41% -2,330 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: 19,263 shares; 2025Q2: 19,029 shares; 2025Q3: 19,076 shares; 2025Q4: 21,173 shares; 2026Q1: 23,604 shares 23,604 $1.19M 0.4% +2,431 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: 31,692 shares; 2024Q4: 32,299 shares; 2025Q1: 32,354 shares; 2025Q2: 39,454 shares; 2025Q3: 38,760 shares; 2025Q4: 41,194 shares; 2026Q1: 42,149 shares 42,149 $1.18M 0.4% +955 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: 1,027 shares; 2024Q4: 1,163 shares; 2025Q1: 1,164 shares; 2025Q2: 1,225 shares; 2025Q3: 1,398 shares; 2025Q4: 1,273 shares; 2026Q1: 1,267 shares 1,267 $1.17M 0.39% -6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 5,845 shares; 2025Q1: 5,375 shares; 2025Q2: 5,679 shares; 2025Q3: 5,414 shares; 2025Q4: 4,748 shares; 2026Q1: 4,667 shares 4,667 $1.16M 0.39% -81 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,687 shares; 2024Q4: 3,897 shares; 2025Q1: 4,110 shares; 2025Q2: 4,362 shares; 2025Q3: 6,008 shares; 2025Q4: 5,958 shares; 2026Q1: 5,958 shares 5,958 $1.13M 0.38% 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: 674 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 1,225 shares; 2025Q3: 1,522 shares; 2025Q4: 5,427 shares; 2026Q1: 5,697 shares 5,697 $1.13M 0.38% +270 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 3,331 shares; 2025Q1: 3,288 shares; 2025Q2: 3,380 shares; 2025Q3: 5,007 shares; 2025Q4: 7,086 shares; 2026Q1: 7,273 shares 7,273 $1.11M 0.37% +187 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: 12,649 shares; 2024Q4: 12,025 shares; 2025Q1: 10,019 shares; 2025Q2: 8,299 shares; 2025Q3: 8,385 shares; 2025Q4: 8,744 shares; 2026Q1: 8,814 shares 8,814 $1.1M 0.37% +70 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 35 shares; 2025Q1: 32 shares; 2025Q2: 34 shares; 2025Q3: 20 shares; 2025Q4: 19,761 shares; 2026Q1: 19,606 shares 19,606 $1.09M 0.37% -155 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: 31,767 shares; 2024Q4: 29,435 shares; 2025Q1: 25,833 shares; 2025Q2: 50,432 shares; 2025Q3: 51,870 shares; 2025Q4: 11,577 shares; 2026Q1: 11,848 shares 11,848 $1.09M 0.37% +271 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: 3,226 shares; 2024Q4: 3,188 shares; 2025Q1: 3,186 shares; 2025Q2: 3,331 shares; 2025Q3: 2,754 shares; 2025Q4: 3,066 shares; 2026Q1: 3,193 shares 3,193 $1.05M 0.35% +127 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,222 shares; 2024Q4: 16,527 shares; 2025Q1: 16,092 shares; 2025Q2: 15,910 shares; 2025Q3: 15,295 shares; 2025Q4: 14,007 shares; 2026Q1: 14,510 shares 14,510 $1.04M 0.35% +503 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: 2,226 shares; 2024Q4: 2,245 shares; 2025Q1: 1,785 shares; 2025Q2: 1,786 shares; 2025Q3: 1,891 shares; 2025Q4: 2,080 shares; 2026Q1: 2,079 shares 2,079 $1.04M 0.35% -1 Timeline QQEW 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: 13,577 shares; 2024Q4: 12,552 shares; 2025Q1: 11,937 shares; 2025Q2: 11,771 shares; 2025Q3: 11,514 shares; 2025Q4: 8,135 shares; 2026Q1: 8,169 shares 8,169 $1.04M 0.35% +34 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 7,108 shares; 2025Q1: 7,491 shares; 2025Q2: 7,808 shares; 2025Q3: 6,465 shares; 2025Q4: 8,594 shares; 2026Q1: 8,606 shares 8,606 $1.02M 0.34% +12 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 6,745 shares; 2025Q2: 6,884 shares; 2025Q3: 6,674 shares; 2025Q4: 4,671 shares; 2026Q1: 4,814 shares 4,814 $950K 0.32% +143 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: 16,273 shares; 2024Q4: 16,819 shares; 2025Q1: 16,129 shares; 2025Q2: 15,584 shares; 2025Q3: 15,595 shares; 2025Q4: 15,637 shares; 2026Q1: 14,755 shares 14,755 $946K 0.32% -882 Timeline CIBR 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: 17,519 shares; 2024Q4: 17,431 shares; 2025Q1: 15,964 shares; 2025Q2: 14,088 shares; 2025Q3: 14,393 shares; 2025Q4: 14,109 shares; 2026Q1: 14,529 shares 14,529 $911K 0.31% +420 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 11,577 shares; 2025Q1: 11,444 shares; 2025Q2: 13,493 shares; 2025Q3: 13,919 shares; 2025Q4: 15,115 shares; 2026Q1: 14,875 shares 14,875 $902K 0.3% -240 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,118 shares; 2024Q4: 35,274 shares; 2025Q1: 11,264 shares; 2025Q2: 10,665 shares; 2025Q3: 10,274 shares; 2025Q4: 11,372 shares; 2026Q1: 10,968 shares 10,968 $899K 0.3% -404 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 7,584 shares; 2026Q1: 8,050 shares 8,050 $897K 0.3% +466 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: 4,838 shares; 2024Q4: 4,461 shares; 2025Q1: 4,211 shares; 2025Q2: 5,561 shares; 2025Q3: 5,326 shares; 2025Q4: 3,744 shares; 2026Q1: 3,717 shares 3,717 $883K 0.3% -27 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: 5,360 shares; 2024Q4: 5,224 shares; 2025Q1: 5,258 shares; 2025Q2: 5,776 shares; 2025Q3: 6,014 shares; 2025Q4: 5,970 shares; 2026Q1: 6,509 shares 6,509 $838K 0.28% +539 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: 2,934 shares; 2024Q4: 2,979 shares; 2025Q1: 3,007 shares; 2025Q2: 3,210 shares; 2025Q3: 3,367 shares; 2025Q4: 4,311 shares; 2026Q1: 4,280 shares 4,280 $831K 0.28% -31 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: 12,183 shares; 2024Q4: 12,442 shares; 2025Q1: 11,321 shares; 2025Q2: 9,044 shares; 2025Q3: 9,815 shares; 2025Q4: 10,604 shares; 2026Q1: 10,834 shares 10,834 $824K 0.28% +230 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: 4,393 shares; 2024Q4: 4,811 shares; 2025Q1: 4,570 shares; 2025Q2: 4,871 shares; 2025Q3: 4,735 shares; 2025Q4: 5,104 shares; 2026Q1: 5,252 shares 5,252 $816K 0.27% +148 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: 4,340 shares; 2024Q4: 4,352 shares; 2025Q1: 4,079 shares; 2025Q2: 4,026 shares; 2025Q3: 4,037 shares; 2025Q4: 4,107 shares; 2026Q1: 4,097 shares 4,097 $804K 0.27% -10 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: 1,345 shares; 2024Q4: 1,380 shares; 2025Q1: 1,415 shares; 2025Q2: 1,439 shares; 2025Q3: 1,559 shares; 2025Q4: 1,886 shares; 2026Q1: 1,875 shares 1,875 $798K 0.27% -11 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: 2,379 shares; 2024Q4: 2,070 shares; 2025Q1: 1,045 shares; 2025Q2: 1,189 shares; 2025Q3: 1,669 shares; 2025Q4: 1,475 shares; 2026Q1: 1,204 shares 1,204 $783K 0.26% -271 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: 2,194 shares; 2024Q4: 2,071 shares; 2025Q1: 1,847 shares; 2025Q2: 1,800 shares; 2025Q3: 1,792 shares; 2025Q4: 1,785 shares; 2026Q1: 1,771 shares 1,771 $774K 0.26% -14 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,346 shares; 2025Q1: 1,391 shares; 2025Q2: 1,394 shares; 2025Q3: 1,381 shares; 2025Q4: 1,672 shares; 2026Q1: 1,789 shares 1,789 $774K 0.26% +117 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,417 shares; 2025Q1: 1,424 shares; 2025Q2: 1,441 shares; 2025Q3: 1,592 shares; 2025Q4: 1,619 shares; 2026Q1: 1,616 shares 1,616 $745K 0.25% -3 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 10,439 shares; 2025Q1: 4,748 shares; 2025Q2: 4,612 shares; 2025Q3: 4,379 shares; 2025Q4: 5,589 shares; 2026Q1: 5,565 shares 5,565 $740K 0.25% -24 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: 2,205 shares; 2024Q4: 2,251 shares; 2025Q1: 1,855 shares; 2025Q2: 1,885 shares; 2025Q3: 1,989 shares; 2025Q4: 2,310 shares; 2026Q1: 2,290 shares 2,290 $734K 0.25% -20 Timeline JNK 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: 4,648 shares; 2024Q4: 6,899 shares; 2025Q1: 5,297 shares; 2025Q2: 10,623 shares; 2025Q3: 10,679 shares; 2025Q4: 8,132 shares; 2026Q1: 7,577 shares 7,577 $725K 0.24% -555 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: 4,808 shares; 2024Q4: 4,442 shares; 2025Q1: 3,818 shares; 2025Q2: 3,632 shares; 2025Q3: 3,568 shares; 2025Q4: 3,354 shares; 2026Q1: 3,323 shares 3,323 $715K 0.24% -31 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,949 shares; 2024Q4: 5,032 shares; 2025Q1: 5,047 shares; 2025Q2: 5,837 shares; 2025Q3: 6,249 shares; 2025Q4: 6,809 shares; 2026Q1: 7,046 shares 7,046 $688K 0.23% +237 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: 15,345 shares; 2024Q4: 14,442 shares; 2025Q1: 13,895 shares; 2025Q2: 10,947 shares; 2025Q3: 10,725 shares; 2025Q4: 8,932 shares; 2026Q1: 8,571 shares 8,571 $674K 0.23% -361 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,140 shares; 2024Q4: 14,430 shares; 2025Q1: 14,435 shares; 2025Q2: 13,870 shares; 2025Q3: 13,967 shares; 2025Q4: 13,279 shares; 2026Q1: 13,765 shares 13,765 $671K 0.23% +486 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: 1,174 shares; 2024Q4: 1,193 shares; 2025Q1: 1,140 shares; 2025Q2: 1,079 shares; 2025Q3: 1,098 shares; 2025Q4: 1,124 shares; 2026Q1: 1,092 shares 1,092 $660K 0.22% -32 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 4,130 shares; 2025Q1: 4,151 shares; 2025Q2: 4,482 shares; 2025Q3: 4,898 shares; 2025Q4: 4,558 shares; 2026Q1: 4,643 shares 4,643 $614K 0.21% +85 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 12,449 shares; 2025Q1: 12,737 shares; 2025Q2: 12,002 shares; 2025Q3: 11,797 shares; 2025Q4: 10,057 shares; 2026Q1: 10,453 shares 10,453 $604K 0.2% +396 Timeline SPDW 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: 14,600 shares; 2024Q4: 14,531 shares; 2025Q1: 20,233 shares; 2025Q2: 10,900 shares; 2025Q3: 13,315 shares; 2025Q4: 14,121 shares; 2026Q1: 12,861 shares 12,861 $587K 0.2% -1,260 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: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,752 shares; 2026Q1: 1,602 shares 1,602 $510K 0.17% -150 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: 3,780 shares; 2024Q4: 3,594 shares; 2025Q1: 2,402 shares; 2025Q2: 9,741 shares; 2025Q3: 7,789 shares; 2025Q4: 7,229 shares; 2026Q1: 7,041 shares 7,041 $472K 0.16% -188 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 405 shares; 2025Q1: 1,524 shares; 2025Q2: 1,534 shares; 2025Q3: 1,521 shares; 2025Q4: 1,413 shares; 2026Q1: 1,361 shares 1,361 $470K 0.16% -52 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 9,518 shares; 2025Q3: 9,541 shares; 2025Q4: 8,877 shares; 2026Q1: 8,774 shares 8,774 $451K 0.15% -103 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: 875 shares; 2024Q4: 798 shares; 2025Q1: 765 shares; 2025Q2: 570 shares; 2025Q3: 567 shares; 2025Q4: 538 shares; 2026Q1: 520 shares 520 $450K 0.15% -18 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,298 shares; 2024Q4: 12,922 shares; 2025Q1: 3,592 shares; 2025Q2: 3,376 shares; 2025Q3: 3,086 shares; 2025Q4: 2,830 shares; 2026Q1: 2,757 shares 2,757 $446K 0.15% -73 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: 1,734 shares; 2024Q4: 1,651 shares; 2025Q1: 1,631 shares; 2025Q2: 1,621 shares; 2025Q3: 1,610 shares; 2025Q4: 1,490 shares; 2026Q1: 1,464 shares 1,464 $443K 0.15% -26 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: 6,518 shares; 2024Q4: 6,229 shares; 2025Q1: 6,183 shares; 2025Q2: 5,468 shares; 2025Q3: 5,327 shares; 2025Q4: 4,912 shares; 2026Q1: 3,696 shares 3,696 $438K 0.15% -1,216 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 2,243 shares; 2025Q1: 2,753 shares; 2025Q2: 2,733 shares; 2025Q3: 2,940 shares; 2025Q4: 2,805 shares; 2026Q1: 2,745 shares 2,745 $438K 0.15% -60 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: 6,731 shares; 2024Q4: 6,440 shares; 2025Q1: 6,382 shares; 2025Q2: 6,356 shares; 2025Q3: 6,039 shares; 2025Q4: 5,609 shares; 2026Q1: 5,489 shares 5,489 $437K 0.15% -120 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,111 shares; 2025Q2: 4,890 shares; 2025Q3: 4,865 shares; 2025Q4: 3,129 shares; 2026Q1: 2,045 shares 2,045 $437K 0.15% -1,084 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,071 shares; 2025Q1: 1,998 shares; 2025Q2: 2,475 shares; 2025Q3: 2,469 shares; 2025Q4: 2,247 shares; 2026Q1: 2,208 shares 2,208 $437K 0.15% -39 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: 521 shares; 2024Q4: 504 shares; 2025Q1: 487 shares; 2025Q2: 489 shares; 2025Q3: not reported; 2025Q4: 876 shares; 2026Q1: 864 shares 864 $428K 0.14% -12 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 870 shares; 2025Q1: 632 shares; 2025Q2: 623 shares; 2025Q3: 549 shares; 2025Q4: 498 shares; 2026Q1: 471 shares 471 $422K 0.14% -27 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: 2,243 shares; 2024Q4: 2,383 shares; 2025Q1: 2,453 shares; 2025Q2: 2,489 shares; 2025Q3: 2,921 shares; 2025Q4: 2,311 shares; 2026Q1: 2,425 shares 2,425 $418K 0.14% +114 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 7,200 shares; 2025Q1: 6,688 shares; 2025Q2: 6,716 shares; 2025Q3: 6,731 shares; 2025Q4: 6,280 shares; 2026Q1: 6,251 shares 6,251 $416K 0.14% -29 Timeline XLY 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: 11,521 shares; 2024Q4: 10,887 shares; 2025Q1: 2,823 shares; 2025Q2: 2,777 shares; 2025Q3: 2,701 shares; 2025Q4: 3,768 shares; 2026Q1: 3,750 shares 3,750 $409K 0.14% -18 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: 17,496 shares; 2024Q4: 15,534 shares; 2025Q1: 15,079 shares; 2025Q2: 11,161 shares; 2025Q3: 9,762 shares; 2025Q4: 8,468 shares; 2026Q1: 8,596 shares 8,596 $403K 0.14% +128 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: 8,150 shares; 2024Q4: 8,090 shares; 2025Q1: 7,771 shares; 2025Q2: 5,366 shares; 2025Q3: 4,019 shares; 2025Q4: 40 shares; 2026Q1: 2,567 shares 2,567 $378K 0.13% +2,527 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: 1,699 shares; 2024Q4: 1,624 shares; 2025Q1: 1,555 shares; 2025Q2: 1,549 shares; 2025Q3: 1,333 shares; 2025Q4: 1,250 shares; 2026Q1: 1,228 shares 1,228 $371K 0.12% -22 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,515 shares; 2025Q1: 3,485 shares; 2025Q2: 3,469 shares; 2025Q3: 3,464 shares; 2025Q4: 3,213 shares; 2026Q1: 3,143 shares 3,143 $370K 0.12% -70 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 3,944 shares; 2025Q1: 5,075 shares; 2025Q2: 5,038 shares; 2025Q3: 5,269 shares; 2025Q4: 5,043 shares; 2026Q1: 4,977 shares 4,977 $368K 0.12% -66 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: 1,321 shares; 2024Q4: 8 shares; 2025Q1: 1,210 shares; 2025Q2: 2,338 shares; 2025Q3: 2,315 shares; 2025Q4: 2,139 shares; 2026Q1: 2,133 shares 2,133 $364K 0.12% -6 Timeline XLC 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: 10,166 shares; 2024Q4: 9,669 shares; 2025Q1: 4,912 shares; 2025Q2: 4,415 shares; 2025Q3: 3,707 shares; 2025Q4: 3,198 shares; 2026Q1: 3,190 shares 3,190 $354K 0.12% -8 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,985 shares; 2025Q1: 6,743 shares; 2025Q2: 6,790 shares; 2025Q3: 6,436 shares; 2025Q4: 6,228 shares; 2026Q1: 6,228 shares 6,228 $352K 0.12% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 4,339 shares; 2025Q1: 4,281 shares; 2025Q2: 3,507 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 5,364 shares 5,364 $337K 0.11% +5,342 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 9,426 shares; 2025Q1: 7,672 shares; 2025Q2: 8,664 shares; 2025Q3: 9,587 shares; 2025Q4: 7,836 shares; 2026Q1: 6,907 shares 6,907 $334K 0.11% -929 Timeline XLF 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: 21,011 shares; 2024Q4: 20,142 shares; 2025Q1: 8,799 shares; 2025Q2: 7,733 shares; 2025Q3: 6,817 shares; 2025Q4: 6,572 shares; 2026Q1: 6,547 shares 6,547 $323K 0.11% -25 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,880 shares; 2025Q4: 12,017 shares; 2026Q1: 11,896 shares 11,896 $308K 0.1% -121 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,589 shares; 2025Q1: 1,564 shares; 2025Q2: 1,563 shares; 2025Q3: 1,545 shares; 2025Q4: 1,439 shares; 2026Q1: 1,423 shares 1,423 $299K 0.1% -16 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 316 shares; 2025Q1: 8,288 shares; 2025Q2: 8,272 shares; 2025Q3: 8,226 shares; 2025Q4: 7,681 shares; 2026Q1: 7,583 shares 7,583 $290K 0.1% -98 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: 5,688 shares; 2024Q4: 5,710 shares; 2025Q1: 5,450 shares; 2025Q2: 5,324 shares; 2025Q3: 5,330 shares; 2025Q4: 5,357 shares; 2026Q1: 5,068 shares 5,068 $274K 0.09% -289 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: 3,976 shares; 2024Q4: 3,776 shares; 2025Q1: 3,768 shares; 2025Q2: 3,767 shares; 2025Q3: 3,723 shares; 2025Q4: 3,471 shares; 2026Q1: 3,780 shares 3,780 $270K 0.09% +309 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 6,839 shares; 2025Q1: 6,752 shares; 2025Q2: 6,721 shares; 2025Q3: 6,690 shares; 2025Q4: 6,205 shares; 2026Q1: 6,106 shares 6,106 $264K 0.09% -99 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 1,092 shares; 2025Q4: 1,026 shares; 2026Q1: 1,260 shares 1,260 $261K 0.09% +234 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: 809 shares; 2024Q4: 4,735 shares; 2025Q1: 4,693 shares; 2025Q2: 4,674 shares; 2025Q3: 3,972 shares; 2025Q4: 3,689 shares; 2026Q1: 3,623 shares 3,623 $261K 0.09% -66 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: 125 shares; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,595 shares 2,595 $250K 0.08% new 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: 352 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 345 shares; 2025Q3: 346 shares; 2025Q4: 2,249 shares; 2026Q1: 2,254 shares 2,254 $236K 0.08% +5 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 891 shares; 2025Q1: 854 shares; 2025Q2: 848 shares; 2025Q3: 849 shares; 2025Q4: 854 shares; 2026Q1: 880 shares 880 $231K 0.08% +26 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 4,319 shares; 2025Q1: 4,172 shares; 2025Q2: 4,101 shares; 2025Q3: 4,127 shares; 2025Q4: 4,019 shares; 2026Q1: 4,675 shares 4,675 $225K 0.08% +656 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: 25 shares; 2024Q4: 1,287 shares; 2025Q1: 2,159 shares; 2025Q2: 2,143 shares; 2025Q3: 2,495 shares; 2025Q4: 2,335 shares; 2026Q1: 2,313 shares 2,313 $223K 0.08% -22 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,559 shares; 2024Q4: 78,087 shares; 2025Q1: 13,447 shares; 2025Q2: 12,357 shares; 2025Q3: 12,586 shares; 2025Q4: 12,501 shares; 2026Q1: 12,198 shares 12,198 $208K 0.07% -303 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: 2,355 shares; 2024Q4: 2,459 shares; 2025Q1: 2,365 shares; 2025Q2: 2,314 shares; 2025Q3: 2,323 shares; 2025Q4: 2,250 shares; 2026Q1: 2,599 shares 2,599 $204K 0.07% +349 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,986 shares; 2025Q1: 6,252 shares; 2025Q2: 3,625 shares; 2025Q3: 7,287 shares; 2025Q4: 3,894 shares; 2026Q1: 5,401 shares 5,401 $190K 0.06% +1,507 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: 1,374 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,539 shares 1,539 $179K 0.06% -410 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 2,754 shares; 2025Q1: 2,928 shares; 2025Q2: 2,779 shares; 2025Q3: 2,814 shares; 2025Q4: 2,518 shares; 2026Q1: 2,438 shares 2,438 $144K 0.05% -80 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,373 shares; 2024Q4: 1,983 shares; 2025Q1: 4,792 shares; 2025Q2: 14,689 shares; 2025Q3: 337 shares; 2025Q4: 2,438 shares; 2026Q1: 5,427 shares 5,427 $140K 0.05% +2,989 Timeline SJNK 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: 2,922 shares; 2024Q4: 3,323 shares; 2025Q1: 3,955 shares; 2025Q2: 7,767 shares; 2025Q3: 7,412 shares; 2025Q4: 6,377 shares; 2026Q1: 5,486 shares 5,486 $137K 0.05% -891 Timeline VMBS 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: 2,175 shares; 2024Q4: 2,432 shares; 2025Q1: 2,334 shares; 2025Q2: 2,287 shares; 2025Q3: 2,297 shares; 2025Q4: 2,221 shares; 2026Q1: 2,532 shares 2,532 $119K 0.04% +311 Timeline SPLB 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 5,932 shares; 2025Q2: 6,266 shares; 2025Q3: 353 shares; 2025Q4: 1,671 shares; 2026Q1: 5,142 shares 5,142 $114K 0.04% +3,471 Timeline GWX 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: 4,306 shares; 2024Q4: 4,255 shares; 2025Q1: 4,080 shares; 2025Q2: 3,656 shares; 2025Q3: 3,175 shares; 2025Q4: 2,863 shares; 2026Q1: 2,694 shares 2,694 $114K 0.04% -169 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: 1,212 shares; 2024Q4: 1,327 shares; 2025Q1: 1,266 shares; 2025Q2: 1,240 shares; 2025Q3: 1,245 shares; 2025Q4: 1,186 shares; 2026Q1: 1,424 shares 1,424 $110K 0.04% +238 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: 516 shares; 2024Q4: 505 shares; 2025Q1: 438 shares; 2025Q2: 454 shares; 2025Q3: 384 shares; 2025Q4: 297 shares; 2026Q1: 252 shares 252 $108K 0.04% -45 Timeline BLV 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: 1,200 shares; 2024Q4: 1,364 shares; 2025Q1: 1,310 shares; 2025Q2: 1,289 shares; 2025Q3: 1,294 shares; 2025Q4: 1,260 shares; 2026Q1: 1,489 shares 1,489 $102K 0.03% +229 Timeline FTCS 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: 1,935 shares; 2024Q4: 1,936 shares; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares 829 $76.9K 0.03% 0 Timeline EMHC 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: 2,490 shares; 2024Q4: 2,488 shares; 2025Q1: 3,180 shares; 2025Q2: 3,211 shares; 2025Q3: 3,300 shares; 2025Q4: 3,034 shares; 2026Q1: 3,079 shares 3,079 $76.4K 0.03% +45 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,478 shares; 2025Q1: 1,905 shares; 2025Q2: 1,908 shares; 2025Q3: 2,026 shares; 2025Q4: 1,873 shares; 2026Q1: 1,894 shares 1,894 $76K 0.03% +21 Timeline SPTL 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: 3,902 shares; 2024Q4: 2,590 shares; 2025Q1: 3,948 shares; 2025Q2: 4,082 shares; 2025Q3: 117 shares; 2025Q4: 4,309 shares; 2026Q1: 2,889 shares 2,889 $76K 0.03% -1,420 Timeline XNTK 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $72.5K 0.02% 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: 1,129 shares; 2024Q4: 1,909 shares; 2025Q1: 824 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 1,199 shares 1,199 $70.8K 0.02% +666 Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 2,987 shares; 2025Q3: 3,091 shares; 2025Q4: 3,091 shares; 2026Q1: 3,091 shares 3,091 $69.1K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,105 shares; 2025Q1: 958 shares; 2025Q2: 934 shares; 2025Q3: 750 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $63.4K 0.02% 0 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: 721 shares; 2024Q4: 721 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 266 shares 266 $54.9K 0.02% -190 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,436 shares; 2025Q1: 2,651 shares; 2025Q2: 2,543 shares; 2025Q3: 2,566 shares; 2025Q4: 2,557 shares; 2026Q1: 2,435 shares 2,435 $48.4K 0.02% -122 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: 6,128 shares; 2024Q4: 7,033 shares; 2025Q1: 2,983 shares; 2025Q2: 3,224 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares 2,952 $46.7K 0.02% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549 shares; 2026Q1: 2,291 shares 2,291 $45.3K 0.02% +1,742 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004 $43.8K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 474 shares; 2026Q1: 469 shares 469 $42.7K 0.01% -5 Timeline EBND 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: 4,087 shares; 2024Q4: 4,153 shares; 2025Q1: 3,015 shares; 2025Q2: 2,927 shares; 2025Q3: 2,005 shares; 2025Q4: 1,826 shares; 2026Q1: 1,847 shares 1,847 $38.1K 0.01% +21 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: 127 shares; 2024Q4: 169 shares; 2025Q1: 150 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 155 shares; 2026Q1: 177 shares 177 $36.6K 0.01% +22 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 370 shares 370 $34.7K 0.01% -365 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 553 shares; 2025Q1: 480 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 384 shares; 2026Q1: 382 shares 382 $33.9K 0.01% -2 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: 597 shares; 2024Q4: 587 shares; 2025Q1: 591 shares; 2025Q2: 595 shares; 2025Q3: 594 shares; 2025Q4: 601 shares; 2026Q1: 599 shares 599 $32.4K 0.01% -2 Timeline MINT 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: 3,527 shares; 2024Q4: 3,097 shares; 2025Q1: 2,229 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 200 shares; 2026Q1: 309 shares 309 $31.1K 0.01% +109 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: 540 shares; 2024Q4: 542 shares; 2025Q1: 482 shares; 2025Q2: 486 shares; 2025Q3: 488 shares; 2025Q4: 485 shares; 2026Q1: 636 shares 636 $30.6K 0.01% +151 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 505 shares 505 $29.5K 0.01% +37 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: 176 shares; 2025Q2: 378 shares; 2025Q3: 431 shares; 2025Q4: 437 shares; 2026Q1: 572 shares 572 $29K 0.01% +135 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 464 shares; 2025Q1: 455 shares; 2025Q2: 468 shares; 2025Q3: 558 shares; 2025Q4: 545 shares; 2026Q1: 546 shares 546 $28.4K 0.01% +1 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 98 shares; 2025Q1: 97 shares; 2025Q2: 131 shares; 2025Q3: 135 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $27.9K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 55 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: 290 shares 290 $26.7K 0.01% +161 Timeline IWP 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 203 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $26.6K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 89 shares 89 $26.3K 0.01% +31 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,992 shares; 2024Q4: 35,060 shares; 2025Q1: 36,395 shares; 2025Q2: 36,005 shares; 2025Q3: 37,084 shares; 2025Q4: 41,131 shares; 2026Q1: 553 shares 553 $22.6K 0.01% -40,578 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: 561 shares 561 $22.3K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 351 shares; 2025Q1: 382 shares; 2025Q2: 384 shares; 2025Q3: 383 shares; 2025Q4: 385 shares; 2026Q1: 263 shares 263 $22.2K 0.01% -122 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: 380 shares; 2024Q4: 381 shares; 2025Q1: 374 shares; 2025Q2: 383 shares; 2025Q3: 488 shares; 2025Q4: 480 shares; 2026Q1: 484 shares 484 $22.2K 0.01% +4 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: 126 shares; 2024Q4: 176 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $22.2K 0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 403 shares; 2025Q1: 329 shares; 2025Q2: 335 shares; 2025Q3: 334 shares; 2025Q4: 335 shares; 2026Q1: 337 shares 337 $21.1K 0.01% +2 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: 79 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 80 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 179 shares 179 $20.7K 0.01% +98 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: 149 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $19.5K 0.01% 0 Timeline ANGL 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: 91,414 shares; 2024Q4: 90,995 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $18.6K 0.01% 0 Timeline SPAB 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: 9,668 shares; 2024Q4: 12,105 shares; 2025Q1: 12,105 shares; 2025Q2: 13,425 shares; 2025Q3: 3,425 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $18.6K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 294 shares 294 $16.7K 0.01% +120 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 72 shares 72 $15.9K 0.01% -1,656 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: 42 shares; 2024Q4: 56 shares; 2025Q1: 67 shares; 2025Q2: 76 shares; 2025Q3: 79 shares; 2025Q4: 70 shares; 2026Q1: 45 shares 45 $15.8K 0.01% -25 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 315 shares; 2025Q1: 311 shares; 2025Q2: 319 shares; 2025Q3: 318 shares; 2025Q4: 286 shares; 2026Q1: 197 shares 197 $15.7K 0.01% -89 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: 2,497 shares; 2024Q4: 2,489 shares; 2025Q1: 2,129 shares; 2025Q2: 2,191 shares; 2025Q3: 2,233 shares; 2025Q4: 2,027 shares; 2026Q1: 160 shares 160 $15.4K 0.01% -1,867 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 153 shares; 2025Q2: 131 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $15.3K 0.01% 0 Timeline DRLL 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: 378 shares; 2024Q4: 378 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $14.9K 0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 646 shares 646 $14.5K <0.01% new 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: 257 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 514 shares 514 $13.7K <0.01% 0 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: 2,278 shares; 2024Q4: 2,505 shares; 2025Q1: 2,452 shares; 2025Q2: 216 shares; 2025Q3: 202 shares; 2025Q4: 203 shares; 2026Q1: 78 shares 78 $13.2K <0.01% -125 Timeline IFLN 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: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $12.8K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 3,991 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares 221 $12.7K <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: 5,432 shares; 2025Q1: 5,404 shares; 2025Q2: 5,392 shares; 2025Q3: 5,371 shares; 2025Q4: 4,968 shares; 2026Q1: 159 shares 159 $11.5K <0.01% -4,809 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: 287 shares; 2024Q4: 286 shares; 2025Q1: 284 shares; 2025Q2: 328 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 177 shares 177 $10.8K <0.01% -150 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 106 shares; 2026Q1: 80 shares 80 $10.8K <0.01% -26 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: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $10.8K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares 112 $9.71K <0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 6,190 shares; 2025Q1: 3,882 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $9.68K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,799 shares; 2025Q1: 686 shares; 2025Q2: 958 shares; 2025Q3: 1,137 shares; 2025Q4: 1,073 shares; 2026Q1: 38 shares 38 $9.24K <0.01% -1,035 Timeline IWC 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $8.78K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 953 shares; 2025Q1: 946 shares; 2025Q2: 963 shares; 2025Q3: 988 shares; 2025Q4: 547 shares; 2026Q1: 555 shares 555 $8.69K <0.01% +8 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,713 shares; 2024Q4: 33,623 shares; 2025Q1: 34,780 shares; 2025Q2: 35,291 shares; 2025Q3: 36,107 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $8.68K <0.01% 0 Timeline IWY 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: 221 shares; 2024Q4: 191 shares; 2025Q1: 138 shares; 2025Q2: 141 shares; 2025Q3: 68 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $7.96K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP 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: not reported; 2026Q1: 86 shares 86 $7.75K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,820 shares; 2024Q4: 15,997 shares; 2025Q1: 16,182 shares; 2025Q2: 16,525 shares; 2025Q3: 14,960 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $7.38K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 895 shares; 2025Q1: 135 shares; 2025Q2: 100 shares; 2025Q3: 78 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $7.34K <0.01% 0 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: 288 shares; 2024Q4: 288 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $6.56K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 253 shares; 2025Q1: 122 shares; 2025Q2: 126 shares; 2025Q3: 61 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $5.77K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 200 shares; 2025Q1: 45 shares; 2025Q2: 68 shares; 2025Q3: 33 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $5.65K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 616 shares; 2025Q1: 456 shares; 2025Q2: 473 shares; 2025Q3: 228 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $5.33K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 6,791 shares; 2025Q1: 6,729 shares; 2025Q2: 7,289 shares; 2025Q3: 7,457 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $4.73K <0.01% 0 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 1,680 shares; 2025Q4: 728 shares; 2026Q1: 728 shares 728 $4.69K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,069 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $4.68K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $4.58K <0.01% 0 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 24 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $4.38K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 41 shares; 2025Q4: 39 shares; 2026Q1: 31 shares 31 $4.37K <0.01% -8 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,047 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.25K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V 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: 21 shares 21 $4.13K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,098 shares; 2025Q1: 1,087 shares; 2025Q2: 1,482 shares; 2025Q3: 1,692 shares; 2025Q4: 1,564 shares; 2026Q1: 31 shares 31 $4.03K <0.01% -1,533 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR 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: 71 shares; 2026Q1: 71 shares 71 $3.95K <0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 95 shares 95 $3.85K <0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,045 shares; 2024Q4: 9,981 shares; 2025Q1: 9,925 shares; 2025Q2: 9,083 shares; 2025Q3: 9,099 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $3.67K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH 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: 4,620 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $3.57K <0.01% 0 Timeline ARTY 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: 336 shares; 2025Q3: 169 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $3.44K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $3.38K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,425 shares; 2024Q4: 5,540 shares; 2025Q1: 5,131 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: not reported; 2026Q1: 30 shares 30 $3.31K <0.01% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $3.15K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $3.09K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $3.07K <0.01% 0 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $2.95K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,141 shares; 2024Q4: 18,543 shares; 2025Q1: 18,287 shares; 2025Q2: 19,093 shares; 2025Q3: 19,623 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $2.91K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 3,469 shares; 2025Q1: 3,442 shares; 2025Q2: 2,700 shares; 2025Q3: 2,692 shares; 2025Q4: 50 shares; 2026Q1: 28 shares 28 $2.86K <0.01% -22 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: 435 shares; 2024Q4: 435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 30 shares 30 $2.82K <0.01% +17 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $2.72K <0.01% 0 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: 6,784 shares; 2024Q4: 6,839 shares; 2025Q1: 4,818 shares; 2025Q2: 4,219 shares; 2025Q3: 4,203 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.61K <0.01% 0 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: 3,459 shares; 2024Q4: 3,429 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $2.6K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $2.53K <0.01% 0 Timeline SPGP 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: 164 shares; 2024Q4: 141 shares; 2025Q1: 103 shares; 2025Q2: 112 shares; 2025Q3: 57 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2.48K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 2,143 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.44K <0.01% 0 Timeline XBI 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 339 shares; 2025Q3: 44 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $2.43K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.33K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $2.3K <0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 55 shares; 2026Q1: 49 shares 49 $2.29K <0.01% -6 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 79 shares 79 $2.02K <0.01% new Timeline DTCR 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: 573 shares; 2024Q4: 493 shares; 2025Q1: 362 shares; 2025Q2: 384 shares; 2025Q3: 193 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $1.99K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 156 shares; 2025Q1: 6 shares; 2025Q2: 18 shares; 2025Q3: 22 shares; 2025Q4: 4 shares; 2026Q1: 13 shares 13 $1.85K <0.01% +9 Timeline NXTG 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: 116 shares; 2024Q4: 100 shares; 2025Q1: 73 shares; 2025Q2: 75 shares; 2025Q3: 36 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.79K <0.01% 0 Timeline IHAK 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: 275 shares; 2024Q4: 237 shares; 2025Q1: 173 shares; 2025Q2: 182 shares; 2025Q3: 90 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $1.7K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $1.67K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.62K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $1.62K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,156 shares; 2024Q4: 19,460 shares; 2025Q1: 20,162 shares; 2025Q2: 20,727 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.6K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 956 shares; 2025Q1: 962 shares; 2025Q2: 970 shares; 2025Q3: 12 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $1.44K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,596 shares; 2025Q2: 8,576 shares; 2025Q3: 8,556 shares; 2025Q4: 7,740 shares; 2026Q1: 52 shares 52 $1.37K <0.01% -7,688 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $1.35K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 108 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $1.28K <0.01% 0 Timeline FIW 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: 89 shares; 2024Q4: 76 shares; 2025Q1: 55 shares; 2025Q2: 59 shares; 2025Q3: 29 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $1.24K <0.01% 0 Timeline TIPX 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: 55 shares; 2024Q4: 56 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 64 shares; 2025Q4: 66 shares; 2026Q1: 64 shares 64 $1.23K <0.01% -2 Timeline TIP 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: 442 shares; 2024Q4: 439 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $993 <0.01% 0 Timeline FLRN 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: 44 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $923 <0.01% 0 Timeline FAN 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: 215 shares; 2024Q4: 184 shares; 2025Q1: 132 shares; 2025Q2: 154 shares; 2025Q3: 80 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $866 <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $837 <0.01% 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: 35 shares; 2024Q4: 29 shares; 2025Q1: 21 shares; 2025Q2: 22 shares; 2025Q3: 11 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $818 <0.01% 0 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: 10,511 shares; 2024Q4: 10,431 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $814 <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,258 shares; 2025Q1: 1,241 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $747 <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 140 shares; 2025Q1: 114 shares; 2025Q2: 160 shares; 2025Q3: 61 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $740 <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 140 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $735 <0.01% 0 Timeline AGNG 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: 122 shares; 2024Q4: 106 shares; 2025Q1: 78 shares; 2025Q2: 83 shares; 2025Q3: 41 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $605 <0.01% 0 Timeline HEAL 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: 40 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $381 <0.01% 0 Timeline SPEU 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 2,547 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $307 <0.01% 0 Timeline IXUS 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: 63 shares; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 3 shares 3 $260 <0.01% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $115 <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $110 <0.01% 0 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $31 <0.01% 0 Timeline BUZZ 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: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares 0 $2 <0.01% 0 Amount filed as zero, left out of ratios. 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