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: 391,646 shares; 2024Q4: 401,574 shares; 2025Q1: 420,791 shares; 2025Q2: 448,072 shares; 2025Q3: 453,593 shares; 2025Q4: 496,987 shares; 2026Q1: 519,061 shares 519,061 $29.4M 5.38% +22,074 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489,771 shares; 2024Q4: 490,133 shares; 2025Q1: 521,620 shares; 2025Q2: 497,839 shares; 2025Q3: 508,568 shares; 2025Q4: 544,898 shares; 2026Q1: 549,606 shares 549,606 $27.8M 5.09% +4,708 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,990 shares; 2024Q4: 699,095 shares; 2025Q1: 691,175 shares; 2025Q2: 754,621 shares; 2025Q3: 720,297 shares; 2025Q4: 729,456 shares; 2026Q1: 760,537 shares 760,537 $22.2M 4.06% +31,081 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: 91,338 shares; 2024Q4: 92,577 shares; 2025Q1: 90,167 shares; 2025Q2: 90,824 shares; 2025Q3: 87,733 shares; 2025Q4: 85,727 shares; 2026Q1: 84,499 shares 84,499 $21.4M 3.93% -1,228 Timeline 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: 197,353 shares; 2024Q4: 199,338 shares; 2025Q1: 202,311 shares; 2025Q2: 206,758 shares; 2025Q3: 203,536 shares; 2025Q4: 201,021 shares; 2026Q1: 200,476 shares 200,476 $20.5M 3.75% -545 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: 149,605 shares; 2024Q4: 158,785 shares; 2025Q1: 169,723 shares; 2025Q2: 179,455 shares; 2025Q3: 176,481 shares; 2025Q4: 186,556 shares; 2026Q1: 191,749 shares 191,749 $17.4M 3.18% +5,193 Timeline IEF 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: 84,368 shares; 2024Q4: 91,273 shares; 2025Q1: 104,690 shares; 2025Q2: 109,592 shares; 2025Q3: 125,543 shares; 2025Q4: 139,737 shares; 2026Q1: 161,754 shares 161,754 $15.4M 2.83% +22,017 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: 19,464 shares; 2024Q4: 18,965 shares; 2025Q1: 18,384 shares; 2025Q2: 18,310 shares; 2025Q3: 17,882 shares; 2025Q4: 16,714 shares; 2026Q1: 16,205 shares 16,205 $14.9M 2.73% -509 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: 200,020 shares; 2024Q4: 200,616 shares; 2025Q1: 199,044 shares; 2025Q2: 199,519 shares; 2025Q3: 194,631 shares; 2025Q4: 189,742 shares; 2026Q1: 191,412 shares 191,412 $14.7M 2.68% +1,670 Timeline JSCP 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: 130,874 shares; 2024Q4: 194,566 shares; 2025Q1: 215,090 shares; 2025Q2: 226,657 shares; 2025Q3: 243,153 shares; 2025Q4: 271,185 shares; 2026Q1: 291,446 shares 291,446 $13.8M 2.52% +20,261 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: 37,028 shares; 2024Q4: 36,425 shares; 2025Q1: 35,823 shares; 2025Q2: 38,162 shares; 2025Q3: 36,324 shares; 2025Q4: 71,905 shares; 2026Q1: 69,398 shares 69,398 $9.22M 1.69% -2,507 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,284 shares; 2024Q4: 169,857 shares; 2025Q1: 163,823 shares; 2025Q2: 163,782 shares; 2025Q3: 151,895 shares; 2025Q4: 150,577 shares; 2026Q1: 149,638 shares 149,638 $8.71M 1.59% -939 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: 95,368 shares; 2024Q4: 119,317 shares; 2025Q1: 151,858 shares; 2025Q2: 148,741 shares; 2025Q3: 155,710 shares; 2025Q4: 169,510 shares; 2026Q1: 188,237 shares 188,237 $8.67M 1.59% +18,727 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: 81,956 shares; 2024Q4: 75,209 shares; 2025Q1: 66,433 shares; 2025Q2: 66,027 shares; 2025Q3: 65,004 shares; 2025Q4: 67,185 shares; 2026Q1: 68,485 shares 68,485 $8.51M 1.56% +1,300 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: 26,699 shares; 2024Q4: 27,982 shares; 2025Q1: 27,987 shares; 2025Q2: 27,623 shares; 2025Q3: 26,592 shares; 2025Q4: 26,622 shares; 2026Q1: 26,710 shares 26,710 $7.86M 1.44% +88 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: 32,085 shares; 2024Q4: 33,377 shares; 2025Q1: 34,409 shares; 2025Q2: 34,990 shares; 2025Q3: 34,402 shares; 2025Q4: 35,139 shares; 2026Q1: 36,612 shares 36,612 $7.63M 1.4% +1,473 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,774 shares; 2024Q4: 74,725 shares; 2025Q1: 100,444 shares; 2025Q2: 42,274 shares; 2025Q3: 54,281 shares; 2025Q4: 60,482 shares; 2026Q1: 67,124 shares 67,124 $7.42M 1.36% +6,642 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: 31,835 shares; 2024Q4: 32,861 shares; 2025Q1: 33,843 shares; 2025Q2: 33,843 shares; 2025Q3: 33,377 shares; 2025Q4: 33,291 shares; 2026Q1: 33,276 shares 33,276 $7.16M 1.31% -15 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: 36,592 shares; 2024Q4: 33,517 shares; 2025Q1: 31,760 shares; 2025Q2: 45,599 shares; 2025Q3: 42,586 shares; 2025Q4: 41,087 shares; 2026Q1: 41,018 shares 41,018 $7.15M 1.31% -69 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,579 shares; 2024Q4: 43,750 shares; 2025Q1: 42,621 shares; 2025Q2: 42,627 shares; 2025Q3: 42,181 shares; 2025Q4: 42,031 shares; 2026Q1: 41,878 shares 41,878 $6.89M 1.26% -153 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,064 shares; 2024Q4: 164,471 shares; 2025Q1: 160,073 shares; 2025Q2: 160,001 shares; 2025Q3: 148,778 shares; 2025Q4: 147,060 shares; 2026Q1: 147,572 shares 147,572 $6.89M 1.26% +512 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,032 shares; 2024Q4: 22,966 shares; 2025Q1: 23,337 shares; 2025Q2: 23,337 shares; 2025Q3: 22,700 shares; 2025Q4: 22,692 shares; 2026Q1: 22,683 shares 22,683 $6.86M 1.26% -9 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,166 shares; 2025Q3: 30,898 shares; 2025Q4: 31,207 shares; 2026Q1: 31,480 shares 31,480 $6.84M 1.25% +273 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: 14,865 shares; 2024Q4: 14,480 shares; 2025Q1: 13,237 shares; 2025Q2: 12,824 shares; 2025Q3: 12,024 shares; 2025Q4: 12,071 shares; 2026Q1: 11,848 shares 11,848 $6.78M 1.24% -223 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: 27,140 shares; 2024Q4: 27,017 shares; 2025Q1: 26,206 shares; 2025Q2: 26,858 shares; 2025Q3: 26,069 shares; 2025Q4: 23,011 shares; 2026Q1: 23,451 shares 23,451 $6.73M 1.23% +440 Timeline FV 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: 117,437 shares; 2024Q4: 114,926 shares; 2025Q1: 112,252 shares; 2025Q2: 112,235 shares; 2025Q3: 108,560 shares; 2025Q4: 107,451 shares; 2026Q1: 107,748 shares 107,748 $6.51M 1.19% +297 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: 94,537 shares; 2024Q4: 102,812 shares; 2025Q1: 111,863 shares; 2025Q2: 115,407 shares; 2025Q3: 111,881 shares; 2025Q4: 112,370 shares; 2026Q1: 116,987 shares 116,987 $6.32M 1.16% +4,617 Timeline ARKK 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: 104,052 shares; 2024Q4: 98,338 shares; 2025Q1: 98,829 shares; 2025Q2: 98,689 shares; 2025Q3: 95,588 shares; 2025Q4: 92,072 shares; 2026Q1: 92,431 shares 92,431 $6.25M 1.14% +359 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: 16,147 shares; 2024Q4: 15,399 shares; 2025Q1: 15,976 shares; 2025Q2: 10,768 shares; 2025Q3: 10,760 shares; 2025Q4: 13,787 shares; 2026Q1: 16,205 shares 16,205 $6M 1.1% +2,418 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,830 shares; 2024Q4: 182,553 shares; 2025Q1: 202,172 shares; 2025Q2: 207,155 shares; 2025Q3: 281,728 shares; 2025Q4: 313,143 shares; 2026Q1: 346,798 shares 346,798 $5.97M 1.09% +33,655 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: 21,317 shares; 2024Q4: 22,885 shares; 2025Q1: 22,437 shares; 2025Q2: 22,915 shares; 2025Q3: 21,582 shares; 2025Q4: 18,904 shares; 2026Q1: 18,645 shares 18,645 $5.36M 0.98% -259 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,737 shares; 2024Q4: 14,976 shares; 2025Q1: 15,166 shares; 2025Q2: 14,166 shares; 2025Q3: 22,566 shares; 2025Q4: 20,467 shares; 2026Q1: 20,893 shares 20,893 $5.06M 0.93% +426 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,774 shares; 2025Q1: 9,615 shares; 2025Q2: 10,212 shares; 2025Q3: 9,385 shares; 2025Q4: 9,152 shares; 2026Q1: 8,758 shares 8,758 $5.06M 0.93% -394 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,844 shares; 2024Q4: 44,844 shares; 2025Q1: 44,844 shares; 2025Q2: 45,222 shares; 2025Q3: 58,249 shares; 2025Q4: 63,130 shares; 2026Q1: 64,284 shares 64,284 $4.88M 0.89% +1,154 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: 38,637 shares; 2024Q4: 36,252 shares; 2025Q1: 42,085 shares; 2025Q2: 41,501 shares; 2025Q3: 41,965 shares; 2025Q4: 45,001 shares; 2026Q1: 47,406 shares 47,406 $4.77M 0.87% +2,405 Timeline LDUR 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: 42,926 shares; 2024Q4: 37,315 shares; 2025Q1: 42,510 shares; 2025Q2: 42,926 shares; 2025Q3: 41,231 shares; 2025Q4: 43,064 shares; 2026Q1: 47,985 shares 47,985 $4.6M 0.84% +4,921 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,393 shares; 2024Q4: 34,338 shares; 2025Q1: 33,548 shares; 2025Q2: 33,647 shares; 2025Q3: 33,259 shares; 2025Q4: 32,016 shares; 2026Q1: 30,941 shares 30,941 $3.87M 0.71% -1,075 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: 26,349 shares; 2024Q4: 25,712 shares; 2025Q1: 26,907 shares; 2025Q2: 26,906 shares; 2025Q3: 26,487 shares; 2025Q4: 26,274 shares; 2026Q1: 26,043 shares 26,043 $3.76M 0.69% -231 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: 39,291 shares; 2024Q4: 40,485 shares; 2025Q1: 39,953 shares; 2025Q2: 39,953 shares; 2025Q3: 39,525 shares; 2025Q4: 39,460 shares; 2026Q1: 39,178 shares 39,178 $3.64M 0.67% -282 Timeline JMST 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: 54,379 shares; 2024Q4: 68,907 shares; 2025Q1: 59,022 shares; 2025Q2: 87,990 shares; 2025Q3: 87,598 shares; 2025Q4: 93,741 shares; 2026Q1: 67,322 shares 67,322 $3.43M 0.63% -26,419 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: 83,621 shares; 2024Q4: 85,727 shares; 2025Q1: 82,668 shares; 2025Q2: 79,708 shares; 2025Q3: 73,793 shares; 2025Q4: 73,878 shares; 2026Q1: 74,400 shares 74,400 $3.4M 0.62% +522 Timeline JEPI 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: 41,105 shares; 2024Q4: 49,776 shares; 2025Q1: 55,970 shares; 2025Q2: 57,947 shares; 2025Q3: 65,743 shares; 2025Q4: 56,263 shares; 2026Q1: 58,839 shares 58,839 $3.33M 0.61% +2,576 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,533 shares; 2024Q4: 41,289 shares; 2025Q1: 42,018 shares; 2025Q2: 42,018 shares; 2025Q3: 41,951 shares; 2025Q4: 41,866 shares; 2026Q1: 41,744 shares 41,744 $3.2M 0.59% -122 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: 34,689 shares; 2024Q4: 33,444 shares; 2025Q1: 30,633 shares; 2025Q2: 32,583 shares; 2025Q3: 29,010 shares; 2025Q4: 31,086 shares; 2026Q1: 32,578 shares 32,578 $3.19M 0.58% +1,492 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,458 shares; 2024Q4: 25,176 shares; 2025Q1: 25,063 shares; 2025Q2: 25,063 shares; 2025Q3: 24,601 shares; 2025Q4: 24,505 shares; 2026Q1: 24,124 shares 24,124 $3.16M 0.58% -381 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: 5,219 shares; 2024Q4: 5,478 shares; 2025Q1: 5,571 shares; 2025Q2: 6,402 shares; 2025Q3: 12,637 shares; 2025Q4: 15,134 shares; 2026Q1: 14,358 shares 14,358 $2.97M 0.54% -776 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: 11,218 shares; 2024Q4: 11,355 shares; 2025Q1: 11,119 shares; 2025Q2: 11,154 shares; 2025Q3: 11,094 shares; 2025Q4: 11,124 shares; 2026Q1: 11,176 shares 11,176 $2.93M 0.54% +52 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: 61,080 shares; 2024Q4: 59,900 shares; 2025Q1: 58,273 shares; 2025Q2: 60,639 shares; 2025Q3: 57,921 shares; 2025Q4: 58,671 shares; 2026Q1: 60,415 shares 60,415 $2.92M 0.53% +1,744 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 8,507 shares; 2025Q1: 8,649 shares; 2025Q2: 8,790 shares; 2025Q3: 8,862 shares; 2025Q4: 8,927 shares; 2026Q1: 9,021 shares 9,021 $2.89M 0.53% +94 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: 2,075 shares; 2024Q4: 2,534 shares; 2025Q1: 2,632 shares; 2025Q2: 4,340 shares; 2025Q3: 4,353 shares; 2025Q4: 4,333 shares; 2026Q1: 4,363 shares 4,363 $2.84M 0.52% +30 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,610 shares; 2025Q1: 4,598 shares; 2025Q2: 4,621 shares; 2025Q3: 4,628 shares; 2025Q4: 4,641 shares; 2026Q1: 4,650 shares 4,650 $2.78M 0.51% +9 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,111 shares; 2024Q4: 38,447 shares; 2025Q1: 37,725 shares; 2025Q2: 37,600 shares; 2025Q3: 37,226 shares; 2025Q4: 37,033 shares; 2026Q1: 36,634 shares 36,634 $2.77M 0.51% -399 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: 10,112 shares; 2024Q4: 6,597 shares; 2025Q1: 7,315 shares; 2025Q2: 7,273 shares; 2025Q3: 7,229 shares; 2025Q4: 7,203 shares; 2026Q1: 7,336 shares 7,336 $2.73M 0.5% +133 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,467 shares; 2025Q1: 5,520 shares; 2025Q2: 5,409 shares; 2025Q3: 5,423 shares; 2025Q4: 5,399 shares; 2026Q1: 5,597 shares 5,597 $2.68M 0.49% +198 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 55,683 shares 55,683 $2.59M 0.47% new 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: 10,870 shares; 2024Q4: 10,870 shares; 2025Q1: 5,270 shares; 2025Q2: 4,592 shares; 2025Q3: 4,609 shares; 2025Q4: 6,060 shares; 2026Q1: 8,336 shares 8,336 $2.58M 0.47% +2,276 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: 8,527 shares; 2024Q4: 8,527 shares; 2025Q1: 8,427 shares; 2025Q2: 8,427 shares; 2025Q3: 8,355 shares; 2025Q4: 8,065 shares; 2026Q1: 8,065 shares 8,065 $2.44M 0.45% 0 Timeline IWN 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: 12,608 shares; 2024Q4: 12,483 shares; 2025Q1: 11,871 shares; 2025Q2: 11,757 shares; 2025Q3: 12,080 shares; 2025Q4: 12,021 shares; 2026Q1: 12,069 shares 12,069 $2.29M 0.42% +48 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,961 shares; 2026Q1: 59,076 shares 59,076 $2.27M 0.42% +41,115 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 9,087 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,150 shares; 2026Q1: 5,675 shares 5,675 $2.2M 0.4% -1,475 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 2,130 shares; 2025Q4: 2,110 shares; 2026Q1: 2,083 shares 2,083 $2.08M 0.38% -27 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: 74,320 shares; 2024Q4: 60,237 shares; 2025Q1: 44,107 shares; 2025Q2: 43,476 shares; 2025Q3: 42,981 shares; 2025Q4: 41,330 shares; 2026Q1: 41,192 shares 41,192 $2.07M 0.38% -138 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,680 shares; 2024Q4: 6,672 shares; 2025Q1: 6,728 shares; 2025Q2: 6,763 shares; 2025Q3: 6,726 shares; 2025Q4: 6,658 shares; 2026Q1: 6,647 shares 6,647 $2.07M 0.38% -11 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: 35,823 shares; 2026Q1: 35,022 shares 35,022 $2M 0.37% -801 Timeline CWB 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: 20,406 shares; 2024Q4: 21,331 shares; 2025Q1: 21,031 shares; 2025Q2: 21,031 shares; 2025Q3: 20,831 shares; 2025Q4: 20,831 shares; 2026Q1: 20,756 shares 20,756 $1.9M 0.35% -75 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: 22,394 shares; 2024Q4: 22,623 shares; 2025Q1: 14,930 shares; 2025Q2: 24,543 shares; 2025Q3: 36,762 shares; 2025Q4: 29,602 shares; 2026Q1: 20,309 shares 20,309 $1.86M 0.34% -9,293 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: 4,251 shares; 2024Q4: 4,092 shares; 2025Q1: 4,069 shares; 2025Q2: 3,946 shares; 2025Q3: 3,764 shares; 2025Q4: 3,775 shares; 2026Q1: 4,098 shares 4,098 $1.79M 0.33% +323 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,505 shares; 2024Q4: 12,505 shares; 2025Q1: 12,208 shares; 2025Q2: 12,208 shares; 2025Q3: 12,208 shares; 2025Q4: 12,208 shares; 2026Q1: 12,208 shares 12,208 $1.78M 0.33% 0 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: 40,135 shares; 2024Q4: 36,610 shares; 2025Q1: 36,320 shares; 2025Q2: 36,320 shares; 2025Q3: 36,320 shares; 2025Q4: 35,085 shares; 2026Q1: 35,085 shares 35,085 $1.71M 0.31% 0 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: 2,712 shares; 2024Q4: 2,709 shares; 2025Q1: 2,709 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 13,545 shares; 2026Q1: 14,775 shares 14,775 $1.54M 0.28% +1,230 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: 2,365 shares; 2024Q4: 2,462 shares; 2025Q1: 2,324 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares; 2026Q1: 2,319 shares 2,319 $1.51M 0.28% -5 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.51M 0.28% 0 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: 6,417 shares; 2024Q4: 6,503 shares; 2025Q1: 6,475 shares; 2025Q2: 6,475 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares; 2026Q1: 6,725 shares 6,725 $1.46M 0.27% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,591 shares; 2025Q1: 7,841 shares; 2025Q2: 7,841 shares; 2025Q3: 7,795 shares; 2025Q4: 7,631 shares; 2026Q1: 6,929 shares 6,929 $1.46M 0.27% -702 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,251 shares; 2024Q4: 18,106 shares; 2025Q1: 18,384 shares; 2025Q2: 18,569 shares; 2025Q3: 18,707 shares; 2025Q4: 18,823 shares; 2026Q1: 19,013 shares 19,013 $1.43M 0.26% +190 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: 15,157 shares; 2024Q4: 18,857 shares; 2025Q1: 18,857 shares; 2025Q2: 17,170 shares; 2025Q3: 17,170 shares; 2025Q4: 17,170 shares; 2026Q1: 17,170 shares 17,170 $1.33M 0.24% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 4,635 shares; 2025Q1: 4,585 shares; 2025Q2: 3,112 shares; 2025Q3: 3,065 shares; 2025Q4: 3,017 shares; 2026Q1: 2,992 shares 2,992 $1.29M 0.24% -25 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: 30,681 shares; 2024Q4: 41,088 shares; 2025Q1: 42,603 shares; 2025Q2: 43,486 shares; 2025Q3: 43,486 shares; 2025Q4: 43,486 shares; 2026Q1: 43,486 shares 43,486 $1.26M 0.23% 0 Timeline VGIT 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: 12,865 shares; 2024Q4: 15,751 shares; 2025Q1: 16,192 shares; 2025Q2: 16,192 shares; 2025Q3: 15,737 shares; 2025Q4: 20,724 shares; 2026Q1: 18,872 shares 18,872 $1.12M 0.21% -1,852 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 5,287 shares; 2025Q1: 4,914 shares; 2025Q2: 3,784 shares; 2025Q3: 2,374 shares; 2025Q4: 6,399 shares; 2026Q1: 7,469 shares 7,469 $1.09M 0.2% +1,070 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,408 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 12,314 shares; 2025Q3: 11,709 shares; 2025Q4: 21,245 shares; 2026Q1: 20,829 shares 20,829 $1.08M 0.2% -416 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 2,000 shares 2,000 $1.08M 0.2% +200 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: 6,914 shares; 2024Q4: 3,916 shares; 2025Q1: 5,218 shares; 2025Q2: 6,422 shares; 2025Q3: 6,925 shares; 2025Q4: 2,927 shares; 2026Q1: 3,037 shares 3,037 $1.03M 0.19% +110 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 2,858 shares; 2025Q1: 2,813 shares; 2025Q2: 2,800 shares; 2025Q3: 2,760 shares; 2025Q4: 2,736 shares; 2026Q1: 2,680 shares 2,680 $994K 0.18% -56 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: 12,986 shares; 2024Q4: 12,888 shares; 2025Q1: 12,851 shares; 2025Q2: 12,976 shares; 2025Q3: 12,976 shares; 2025Q4: 12,895 shares; 2026Q1: 12,882 shares 12,882 $980K 0.18% -13 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares 1,736 $975K 0.18% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,918 shares; 2025Q1: 7,015 shares; 2025Q2: 7,015 shares; 2025Q3: 7,015 shares; 2025Q4: 7,015 shares; 2026Q1: 7,015 shares 7,015 $903K 0.17% 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: 748 shares; 2024Q4: 1,460 shares; 2025Q1: 2,660 shares; 2025Q2: 2,860 shares; 2025Q3: 3,650 shares; 2025Q4: 5,350 shares; 2026Q1: 5,580 shares 5,580 $895K 0.16% +230 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: not reported; 2025Q2: not reported; 2025Q3: 6,450 shares; 2025Q4: 5,225 shares; 2026Q1: 4,025 shares 4,025 $860K 0.16% -1,200 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 7,500 shares; 2025Q1: 7,049 shares; 2025Q2: 7,324 shares; 2025Q3: 7,267 shares; 2025Q4: 7,482 shares; 2026Q1: 8,020 shares 8,020 $850K 0.16% +538 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: 1,400 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $849K 0.16% 0 Timeline IGSB 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: 16,224 shares; 2024Q4: 16,707 shares; 2025Q1: 15,086 shares; 2025Q2: 15,086 shares; 2025Q3: 14,943 shares; 2025Q4: 14,735 shares; 2026Q1: 15,909 shares 15,909 $836K 0.15% +1,174 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 4,265 shares 4,265 $823K 0.15% +70 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: 3,556 shares; 2024Q4: 4,056 shares; 2025Q1: 4,865 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,865 shares; 2026Q1: 4,724 shares 4,724 $802K 0.15% -141 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: 3,064 shares; 2024Q4: 3,064 shares; 2025Q1: 3,531 shares; 2025Q2: 3,427 shares; 2025Q3: 3,427 shares; 2025Q4: 3,329 shares; 2026Q1: 3,269 shares 3,269 $799K 0.15% -60 Timeline VCSH 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: 10,578 shares; 2024Q4: 10,593 shares; 2025Q1: 10,413 shares; 2025Q2: 10,404 shares; 2025Q3: 10,186 shares; 2025Q4: 10,186 shares; 2026Q1: 9,989 shares 9,989 $792K 0.15% -197 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: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares 1,064 $754K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 1,267 shares; 2025Q4: 2,064 shares; 2026Q1: 1,909 shares 1,909 $745K 0.14% -155 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,721 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares; 2026Q1: 2,553 shares 2,553 $745K 0.14% -168 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,523 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares; 2026Q1: 2,203 shares 2,203 $721K 0.13% -320 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 2,883 shares; 2025Q4: 2,763 shares; 2026Q1: 2,495 shares 2,495 $708K 0.13% -268 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,719 shares; 2025Q3: 3,140 shares; 2025Q4: 10,141 shares; 2026Q1: 9,766 shares 9,766 $702K 0.13% -375 Timeline IWO 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: 2,644 shares; 2024Q4: 2,513 shares; 2025Q1: 2,355 shares; 2025Q2: 2,314 shares; 2025Q3: 2,269 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares 2,233 $701K 0.13% 0 Timeline SHY 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: 7,818 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 8,386 shares; 2026Q1: 8,386 shares 8,386 $692K 0.13% 0 Timeline IVW 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: 6,595 shares; 2024Q4: 6,443 shares; 2025Q1: 6,437 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,104 shares; 2026Q1: 6,104 shares 6,104 $690K 0.13% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 8,485 shares; 2025Q1: 8,485 shares; 2025Q2: 8,485 shares; 2025Q3: 8,485 shares; 2025Q4: 8,398 shares; 2026Q1: 7,398 shares 7,398 $690K 0.13% -1,000 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: 9,930 shares; 2024Q4: 9,515 shares; 2025Q1: 8,746 shares; 2025Q2: 7,743 shares; 2025Q3: 7,127 shares; 2025Q4: 7,047 shares; 2026Q1: 7,031 shares 7,031 $687K 0.13% -16 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: 2,374 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,736 shares; 2025Q4: 2,736 shares; 2026Q1: 2,736 shares 2,736 $679K 0.12% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,522 shares; 2025Q1: 5,523 shares; 2025Q2: 5,523 shares; 2025Q3: 5,523 shares; 2025Q4: 5,523 shares; 2026Q1: 6,594 shares 6,594 $661K 0.12% +1,071 Timeline DVY 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: 4,507 shares; 2024Q4: 4,507 shares; 2025Q1: 4,369 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 4,334 shares; 2026Q1: 4,334 shares 4,334 $656K 0.12% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 479 shares; 2025Q1: 1,422 shares; 2025Q2: 2,422 shares; 2025Q3: 1,535 shares; 2025Q4: 2,048 shares; 2026Q1: 1,067 shares 1,067 $645K 0.12% -981 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: 8,442 shares; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 7,348 shares; 2025Q3: 6,679 shares; 2025Q4: 6,646 shares; 2026Q1: 6,636 shares 6,636 $645K 0.12% -10 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,661 shares; 2025Q1: 5,661 shares; 2025Q2: 5,661 shares; 2025Q3: 5,661 shares; 2025Q4: 5,661 shares; 2026Q1: 5,661 shares 5,661 $621K 0.11% 0 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: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,085 shares; 2026Q1: 3,085 shares 3,085 $599K 0.11% 0 Timeline IYY 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: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 3,730 shares; 2026Q1: 3,730 shares 3,730 $591K 0.11% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 11,795 shares; 2025Q1: 11,795 shares; 2025Q2: 11,795 shares; 2025Q3: 11,795 shares; 2025Q4: 11,795 shares; 2026Q1: 11,795 shares 11,795 $589K 0.11% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,320 shares 3,320 $583K 0.11% -500 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,536 shares; 2025Q1: 1,339 shares; 2025Q2: 1,415 shares; 2025Q3: 1,316 shares; 2025Q4: 1,249 shares; 2026Q1: 1,251 shares 1,251 $579K 0.11% +2 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 4,946 shares; 2025Q1: 4,589 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares; 2025Q4: 4,589 shares; 2026Q1: 4,589 shares 4,589 $578K 0.11% 0 Timeline SCHV 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: 7,889 shares; 2024Q4: 23,505 shares; 2025Q1: 21,798 shares; 2025Q2: 21,798 shares; 2025Q3: 19,104 shares; 2025Q4: 18,744 shares; 2026Q1: 18,744 shares 18,744 $572K 0.1% 0 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: 2,942 shares; 2024Q4: 4,932 shares; 2025Q1: 6,122 shares; 2025Q2: 4,237 shares; 2025Q3: 3,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,715 shares 2,715 $552K 0.1% +427 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,835 shares; 2025Q1: 1,830 shares; 2025Q2: 1,828 shares; 2025Q3: 1,775 shares; 2025Q4: 1,745 shares; 2026Q1: 1,733 shares 1,733 $551K 0.1% -12 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 3,000 shares 3,000 $549K 0.1% +1,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: 3,700 shares 3,700 $544K 0.1% +1,000 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,756 shares; 2025Q1: 11,854 shares; 2025Q2: 11,877 shares; 2025Q3: 11,967 shares; 2025Q4: 11,969 shares; 2026Q1: 17,721 shares 17,721 $544K 0.1% +5,752 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: 2,666 shares; 2024Q4: 1,000 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares 1,002 $524K 0.1% 0 Timeline IVE 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: 2,457 shares; 2024Q4: 2,457 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares 2,458 $519K 0.1% 0 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: 4,482 shares; 2024Q4: 10,035 shares; 2025Q1: 9,634 shares; 2025Q2: 8,052 shares; 2025Q3: 8,048 shares; 2025Q4: 8,090 shares; 2026Q1: 8,090 shares 8,090 $518K 0.09% 0 Timeline FCVT 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: 11,574 shares; 2024Q4: 11,574 shares; 2025Q1: 11,574 shares; 2025Q2: 11,536 shares; 2025Q3: 11,536 shares; 2025Q4: 11,536 shares; 2026Q1: 11,536 shares 11,536 $510K 0.09% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,753 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares; 2025Q4: 4,453 shares; 2026Q1: 4,453 shares 4,453 $504K 0.09% 0 Timeline IJS 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: 4,525 shares; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,111 shares; 2025Q4: 4,136 shares; 2026Q1: 4,136 shares 4,136 $490K 0.09% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 3,400 shares 3,400 $486K 0.09% +1,100 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 1,998 shares; 2026Q1: 1,998 shares 1,998 $485K 0.09% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares; 2025Q4: 3,138 shares; 2026Q1: 3,308 shares 3,308 $483K 0.09% +170 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,146 shares; 2024Q4: 41,929 shares; 2025Q1: 41,747 shares; 2025Q2: 41,529 shares; 2025Q3: 41,482 shares; 2025Q4: 41,523 shares; 2026Q1: 41,426 shares 41,426 $478K 0.09% -97 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: 3,430 shares; 2024Q4: 3,131 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares 3,107 $455K 0.08% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,601 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,036 shares; 2026Q1: 1,960 shares 1,960 $455K 0.08% -76 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: 8,115 shares; 2024Q4: 9,363 shares; 2025Q1: 9,087 shares; 2025Q2: 9,641 shares; 2025Q3: 9,578 shares; 2025Q4: 9,579 shares; 2026Q1: 9,539 shares 9,539 $447K 0.08% -40 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: 17,099 shares; 2024Q4: 19,089 shares; 2025Q1: 19,984 shares; 2025Q2: 23,401 shares; 2025Q3: 4,246 shares; 2025Q4: 4,503 shares; 2026Q1: 4,536 shares 4,536 $446K 0.08% +33 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,324 shares 5,324 $441K 0.08% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 13,100 shares; 2025Q1: 9,800 shares; 2025Q2: 10,647 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 10,650 shares 10,650 $437K 0.08% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $425K 0.08% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $422K 0.08% 0 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: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317 shares 317 $419K 0.08% new 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: 7,643 shares; 2024Q4: 7,643 shares; 2025Q1: 7,344 shares; 2025Q2: 7,345 shares; 2025Q3: 6,945 shares; 2025Q4: 6,590 shares; 2026Q1: 5,590 shares 5,590 $416K 0.08% -1,000 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,150 shares; 2025Q3: not reported; 2025Q4: 3,850 shares; 2026Q1: 5,150 shares 5,150 $405K 0.07% +1,300 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: 3,262 shares; 2024Q4: 3,245 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares 3,072 $394K 0.07% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,151 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 1,152 shares; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares 1,097 $391K 0.07% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 6,000 shares 6,000 $385K 0.07% new Timeline PGX 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: 19,778 shares; 2024Q4: 28,778 shares; 2025Q1: 28,778 shares; 2025Q2: 29,778 shares; 2025Q3: 29,778 shares; 2025Q4: 34,778 shares; 2026Q1: 34,778 shares 34,778 $378K 0.07% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,513 shares; 2025Q3: 3,173 shares; 2025Q4: 3,123 shares; 2026Q1: 3,123 shares 3,123 $378K 0.07% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,590 shares 14,590 $374K 0.07% new 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: 399 shares; 2024Q4: 377 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 5,861 shares; 2026Q1: 3,861 shares 3,861 $371K 0.07% -2,000 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: 1,716 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares 3,398 $370K 0.07% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,289 shares 1,289 $370K 0.07% +236 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,174 shares; 2025Q1: 2,524 shares; 2025Q2: 2,525 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,527 shares 2,527 $370K 0.07% +1 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: 5,325 shares; 2024Q4: 5,950 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 5,325 shares; 2026Q1: 5,325 shares 5,325 $360K 0.07% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 1,189 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares 1,203 $360K 0.07% 0 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: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,223 shares; 2025Q4: 3,223 shares; 2026Q1: 3,223 shares 3,223 $357K 0.07% 0 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: 4,091 shares; 2024Q4: 4,091 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares; 2025Q3: 4,009 shares; 2025Q4: 4,009 shares; 2026Q1: 4,009 shares 4,009 $356K 0.07% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,954 shares; 2025Q1: 1,782 shares; 2025Q2: not reported; 2025Q3: 1,069 shares; 2025Q4: 1,017 shares; 2026Q1: 865 shares 865 $352K 0.06% -152 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,695 shares; 2025Q2: 2,740 shares; 2025Q3: 2,524 shares; 2025Q4: 1,797 shares; 2026Q1: 2,804 shares 2,804 $344K 0.06% +1,007 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: not reported; 2024Q4: 10,401 shares; 2025Q1: 10,381 shares; 2025Q2: 6,881 shares; 2025Q3: 6,881 shares; 2025Q4: 6,881 shares; 2026Q1: 6,881 shares 6,881 $340K 0.06% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 551 shares; 2025Q4: 528 shares; 2026Q1: 458 shares 458 $333K 0.06% -70 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,178 shares; 2026Q1: 1,828 shares 1,828 $333K 0.06% -350 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 1,786 shares 1,786 $329K 0.06% 0 Timeline PFF 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: 13,256 shares; 2024Q4: 14,960 shares; 2025Q1: 14,960 shares; 2025Q2: 13,060 shares; 2025Q3: 12,850 shares; 2025Q4: 10,748 shares; 2026Q1: 10,748 shares 10,748 $326K 0.06% 0 Timeline JEPQ 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: not reported; 2024Q4: 3,750 shares; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 5,850 shares 5,850 $325K 0.06% +2,100 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 382 shares 382 $323K 0.06% +4 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,430 shares; 2025Q3: 2,809 shares; 2025Q4: 2,681 shares; 2026Q1: 2,456 shares 2,456 $321K 0.06% -225 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,625 shares; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $316K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 3,265 shares; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares 3,265 $315K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,664 shares; 2025Q4: 2,222 shares; 2026Q1: 3,222 shares 3,222 $311K 0.06% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,483 shares 2,483 $309K 0.06% +25 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $309K 0.06% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,588 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares 1,591 $305K 0.06% 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: 1,880 shares; 2024Q4: 2,084 shares; 2025Q1: 2,087 shares; 2025Q2: 2,091 shares; 2025Q3: 2,094 shares; 2025Q4: 2,097 shares; 2026Q1: 2,101 shares 2,101 $305K 0.06% +4 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,232 shares 12,232 $303K 0.06% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 4,881 shares; 2025Q1: 3,575 shares; 2025Q2: 3,649 shares; 2025Q3: 3,528 shares; 2025Q4: 3,387 shares; 2026Q1: 2,721 shares 2,721 $301K 0.06% -666 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,090 shares; 2024Q4: 17,090 shares; 2025Q1: 20,090 shares; 2025Q2: 20,090 shares; 2025Q3: 18,590 shares; 2025Q4: 18,590 shares; 2026Q1: 15,590 shares 15,590 $301K 0.06% -3,000 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: 2,088 shares; 2024Q4: 3,088 shares; 2025Q1: 3,097 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 2,079 shares; 2026Q1: 2,079 shares 2,079 $296K 0.05% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,933 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,336 shares; 2026Q1: 2,336 shares 2,336 $294K 0.05% 0 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 150,000 shares 150,000 $292K 0.05% +50,000 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 833 shares; 2025Q1: 758 shares; 2025Q2: 773 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $288K 0.05% new Timeline IWF 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: 635 shares; 2026Q1: 675 shares 675 $288K 0.05% +40 Timeline IWS 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: 2,068 shares; 2024Q4: 2,063 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,007 shares; 2025Q4: 1,969 shares; 2026Q1: 1,969 shares 1,969 $287K 0.05% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 9,502 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,502 shares; 2025Q4: 9,502 shares; 2026Q1: 9,502 shares 9,502 $286K 0.05% 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: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,169 shares 1,169 $285K 0.05% -279 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 723 shares 723 $283K 0.05% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares; 2026Q1: 974 shares 974 $282K 0.05% -200 Timeline RDVY 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: 3,733 shares; 2024Q4: 3,858 shares; 2025Q1: 3,775 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,541 shares; 2026Q1: 4,096 shares 4,096 $280K 0.05% +555 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,069 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 6,044 shares; 2026Q1: 6,044 shares 6,044 $277K 0.05% 0 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO 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: 5,213 shares 5,213 $274K 0.05% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares 2,654 $272K 0.05% 0 Timeline VONG 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: not reported; 2024Q4: 2,836 shares; 2025Q1: 2,885 shares; 2025Q2: 2,924 shares; 2025Q3: 2,922 shares; 2025Q4: 2,419 shares; 2026Q1: 2,483 shares 2,483 $272K 0.05% +64 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,885 shares; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 8,885 shares; 2025Q3: 8,885 shares; 2025Q4: 8,885 shares; 2026Q1: 8,885 shares 8,885 $271K 0.05% 0 Timeline TOPT 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: 8,610 shares; 2025Q2: 8,610 shares; 2025Q3: 8,835 shares; 2025Q4: 8,835 shares; 2026Q1: 9,435 shares 9,435 $270K 0.05% +600 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: 776 shares; 2024Q4: 1,276 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 764 shares 764 $269K 0.05% -169 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: not reported; 2024Q4: 3,037 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $260K 0.05% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 10,952 shares; 2025Q1: 9,454 shares; 2025Q2: 9,038 shares; 2025Q3: 9,038 shares; 2025Q4: 9,038 shares; 2026Q1: 9,038 shares 9,038 $257K 0.05% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $256K 0.05% 0 Timeline CBT CABOT CORP More: the full row for CABOT 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: 3,404 shares 3,404 $256K 0.05% new Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,613 shares; 2025Q3: 13,584 shares; 2025Q4: 13,009 shares; 2026Q1: 11,882 shares 11,882 $254K 0.05% -1,127 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,171 shares; 2025Q1: 4,171 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,171 shares; 2026Q1: 4,171 shares 4,171 $253K 0.05% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 847 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $251K 0.05% 0 Timeline BTCL WORLD FDS TR More: the full row for WORLD FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,136 shares; 2025Q1: 16,136 shares; 2025Q2: 16,136 shares; 2025Q3: 16,136 shares; 2025Q4: 16,300 shares; 2026Q1: 16,300 shares 16,300 $249K 0.05% 0 Timeline IXN 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: 2,488 shares 2,488 $249K 0.05% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $247K 0.05% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,890 shares 4,890 $246K 0.05% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,051 shares 8,051 $245K 0.04% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,302 shares; 2025Q3: 4,523 shares; 2025Q4: 4,330 shares; 2026Q1: 3,803 shares 3,803 $245K 0.04% -527 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,687 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,387 shares; 2025Q4: 8,962 shares; 2026Q1: 6,162 shares 6,162 $243K 0.04% -2,800 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: 3,227 shares; 2024Q4: 2,827 shares; 2025Q1: 2,834 shares; 2025Q2: 2,834 shares; 2025Q3: 2,840 shares; 2025Q4: 2,444 shares; 2026Q1: 2,510 shares 2,510 $242K 0.04% +66 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,212 shares 1,212 $241K 0.04% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,493 shares 2,493 $239K 0.04% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: not reported; 2026Q1: 1,767 shares 1,767 $239K 0.04% new 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: not reported; 2026Q1: 2,625 shares 2,625 $239K 0.04% new Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,991 shares 1,991 $238K 0.04% new 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: not reported; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares 2,990 $238K 0.04% 0 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,862 shares; 2026Q1: 8,044 shares 8,044 $236K 0.04% -818 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $233K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 886 shares; 2025Q3: 892 shares; 2025Q4: not reported; 2026Q1: 1,245 shares 1,245 $232K 0.04% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,070 shares 2,070 $232K 0.04% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,748 shares; 2025Q4: 2,629 shares; 2026Q1: 2,315 shares 2,315 $232K 0.04% -314 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $230K 0.04% 0 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $228K 0.04% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 2,863 shares; 2025Q1: 1,345 shares; 2025Q2: 1,387 shares; 2025Q3: 1,520 shares; 2025Q4: not reported; 2026Q1: 1,252 shares 1,252 $228K 0.04% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,190 shares 1,190 $228K 0.04% new Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 6,400 shares; 2026Q1: 6,400 shares 6,400 $227K 0.04% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 1,103 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,334 shares 1,334 $227K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: not reported; 2026Q1: 1,652 shares 1,652 $216K 0.04% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,455 shares 1,455 $215K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315 shares 315 $215K 0.04% new Timeline VGLT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,599 shares; 2025Q4: 3,699 shares; 2026Q1: 3,861 shares 3,861 $214K 0.04% +162 Timeline VOT 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: 854 shares; 2024Q4: 849 shares; 2025Q1: not reported; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares 817 $210K 0.04% 0 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 432 shares 432 $209K 0.04% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,633 shares; 2024Q4: 10,685 shares; 2025Q1: 10,744 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,708 shares; 2026Q1: 4,755 shares 4,755 $208K 0.04% +47 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,044 shares; 2025Q4: 1,002 shares; 2026Q1: 921 shares 921 $207K 0.04% -81 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,791 shares; 2026Q1: 9,758 shares 9,758 $206K 0.04% -33 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 1,500 shares; 2026Q1: 600 shares 600 $206K 0.04% -900 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: 12,676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,633 shares 4,633 $204K 0.04% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 701 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 654 shares; 2025Q4: 627 shares; 2026Q1: 597 shares 597 $204K 0.04% -30 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 948 shares; 2025Q1: not reported; 2025Q2: 896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,096 shares; 2026Q1: 896 shares 896 $203K 0.04% -200 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares 1,785 $202K 0.04% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $202K 0.04% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,883 shares; 2025Q1: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares; 2026Q1: 3,883 shares 3,883 $201K 0.04% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares 664 $201K 0.04% new Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,566 shares; 2025Q1: 10,729 shares; 2025Q2: 10,897 shares; 2025Q3: 11,071 shares; 2025Q4: 11,248 shares; 2026Q1: 11,437 shares 11,437 $167K 0.03% +189 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $139K 0.03% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 10,000 shares; 2025Q1: 16,000 shares; 2025Q2: 13,000 shares; 2025Q3: 20,500 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $129K 0.02% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 16,335 shares; 2025Q1: 16,335 shares; 2025Q2: 16,335 shares; 2025Q3: 16,335 shares; 2025Q4: 16,335 shares; 2026Q1: 16,335 shares 16,335 $98.8K 0.02% 0 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION 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: 10,127 shares; 2025Q4: 15,229 shares; 2026Q1: 15,427 shares 15,427 $55.8K 0.01% +198 Timeline CHMI CHERRY HILL MTG INVT CORP More: the full row for CHERRY HILL MTG INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $27.5K 0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $23.7K <0.01% 0 Timeline PRHI PRESURANCE HOLDINGS INC More: the full row for PRESURANCE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,469 shares; 2024Q4: 16,469 shares; 2025Q1: 16,469 shares; 2025Q2: 16,469 shares; 2025Q3: 16,469 shares; 2025Q4: 16,469 shares; 2026Q1: 16,469 shares 16,469 $8.39K <0.01% 0 Timeline