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: 136,525 shares; 2024Q4: 134,894 shares; 2025Q1: 134,251 shares; 2025Q2: 134,283 shares; 2025Q3: 135,113 shares; 2025Q4: 134,825 shares; 2026Q1: 132,495 shares 132,495 $33.6M 6.09% -2,330 Timeline JFLX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369,312 shares; 2025Q4: 413,979 shares; 2026Q1: 433,541 shares 433,541 $21.5M 3.9% +19,562 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: 66,633 shares; 2024Q4: 66,068 shares; 2025Q1: 69,338 shares; 2025Q2: 71,166 shares; 2025Q3: 71,278 shares; 2025Q4: 71,467 shares; 2026Q1: 266,000 shares 266,000 $20.8M 3.77% +194,533 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: 60,178 shares; 2024Q4: 59,434 shares; 2025Q1: 58,535 shares; 2025Q2: 58,711 shares; 2025Q3: 57,410 shares; 2025Q4: 55,294 shares; 2026Q1: 52,480 shares 52,480 $15.1M 2.73% -2,814 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: 73,754 shares; 2024Q4: 71,455 shares; 2025Q1: 69,886 shares; 2025Q2: 71,694 shares; 2025Q3: 71,944 shares; 2025Q4: 72,553 shares; 2026Q1: 72,218 shares 72,218 $15M 2.72% -335 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: 75,062 shares; 2024Q4: 75,028 shares; 2025Q1: 77,978 shares; 2025Q2: 81,879 shares; 2025Q3: 80,160 shares; 2025Q4: 80,792 shares; 2026Q1: 80,639 shares 80,639 $14.1M 2.55% -153 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,106 shares; 2024Q4: 475,983 shares; 2025Q1: 455,766 shares; 2025Q2: 447,350 shares; 2025Q3: 448,265 shares; 2025Q4: 448,929 shares; 2026Q1: 418,709 shares 418,709 $14M 2.54% -30,220 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,883 shares; 2024Q4: 216,389 shares; 2025Q1: 225,169 shares; 2025Q2: 166,104 shares; 2025Q3: 164,754 shares; 2025Q4: 149,888 shares; 2026Q1: 136,338 shares 136,338 $12.5M 2.27% -13,550 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,223 shares; 2024Q4: 156,223 shares; 2025Q1: 156,223 shares; 2025Q2: 157,023 shares; 2025Q3: 157,023 shares; 2025Q4: 144,023 shares; 2026Q1: 144,023 shares 144,023 $12.4M 2.25% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569 shares; 2025Q4: 127,027 shares; 2026Q1: 114,915 shares 114,915 $10.8M 1.96% -12,112 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: 24,243 shares; 2024Q4: 24,694 shares; 2025Q1: 25,304 shares; 2025Q2: 25,887 shares; 2025Q3: 25,574 shares; 2025Q4: 26,117 shares; 2026Q1: 28,891 shares 28,891 $10.7M 1.94% +2,774 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: 73,979 shares; 2024Q4: 74,640 shares; 2025Q1: 79,424 shares; 2025Q2: 81,034 shares; 2025Q3: 81,253 shares; 2025Q4: 81,705 shares; 2026Q1: 80,410 shares 80,410 $10M 1.81% -1,295 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: 25,371 shares; 2024Q4: 25,416 shares; 2025Q1: 24,316 shares; 2025Q2: 23,882 shares; 2025Q3: 23,350 shares; 2025Q4: 23,072 shares; 2026Q1: 24,483 shares 24,483 $9.56M 1.73% +1,411 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: 10,663 shares; 2024Q4: 10,224 shares; 2025Q1: 9,711 shares; 2025Q2: 9,410 shares; 2025Q3: 9,365 shares; 2025Q4: 9,495 shares; 2026Q1: 9,383 shares 9,383 $9.35M 1.69% -112 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: 13,651 shares; 2024Q4: 13,286 shares; 2025Q1: 12,305 shares; 2025Q2: 12,502 shares; 2025Q3: 11,832 shares; 2025Q4: 11,326 shares; 2026Q1: 10,787 shares 10,787 $9.13M 1.65% -539 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: 11,737 shares; 2024Q4: 13,226 shares; 2025Q1: 13,304 shares; 2025Q2: 14,682 shares; 2025Q3: 14,978 shares; 2025Q4: 15,150 shares; 2026Q1: 13,566 shares 13,566 $8.2M 1.48% -1,584 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: 90,935 shares; 2024Q4: 99,191 shares; 2025Q1: 118,146 shares; 2025Q2: 126,950 shares; 2025Q3: 126,328 shares; 2025Q4: 131,429 shares; 2026Q1: 141,976 shares 141,976 $8.05M 1.46% +10,547 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,661 shares; 2024Q4: 178,738 shares; 2025Q1: 185,181 shares; 2025Q2: 192,359 shares; 2025Q3: 190,855 shares; 2025Q4: 189,328 shares; 2026Q1: 192,424 shares 192,424 $7.56M 1.37% +3,096 Timeline ALERIAN MLP ETF ALERIAN MLP ETF More: the full row for ALERIAN MLP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,764 shares; 2024Q4: 58,659 shares; 2025Q1: 71,828 shares; 2025Q2: 91,428 shares; 2025Q3: 104,920 shares; 2025Q4: 125,620 shares; 2026Q1: 138,120 shares 138,120 $7.27M 1.32% +12,500 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: 23,942 shares; 2024Q4: 24,793 shares; 2025Q1: 24,033 shares; 2025Q2: 24,317 shares; 2025Q3: 24,108 shares; 2025Q4: 24,392 shares; 2026Q1: 23,247 shares 23,247 $6.84M 1.24% -1,145 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: 19,550 shares; 2024Q4: 19,511 shares; 2025Q1: 19,704 shares; 2025Q2: 20,046 shares; 2025Q3: 20,386 shares; 2025Q4: 20,387 shares; 2026Q1: 20,103 shares 20,103 $6.61M 1.2% -284 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: 35,153 shares; 2024Q4: 38,281 shares; 2025Q1: 35,581 shares; 2025Q2: 34,097 shares; 2025Q3: 32,199 shares; 2025Q4: 26,524 shares; 2026Q1: 26,524 shares 26,524 $6.48M 1.17% 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: 39,085 shares; 2024Q4: 39,305 shares; 2025Q1: 38,346 shares; 2025Q2: 39,263 shares; 2025Q3: 39,527 shares; 2025Q4: 39,292 shares; 2026Q1: 38,082 shares 38,082 $6.46M 1.17% -1,210 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: 24,311 shares; 2024Q4: 26,186 shares; 2025Q1: 26,609 shares; 2025Q2: 30,565 shares; 2025Q3: 30,717 shares; 2025Q4: 31,559 shares; 2026Q1: 30,875 shares 30,875 $6.39M 1.16% -684 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: 20,814 shares; 2024Q4: 20,670 shares; 2025Q1: 21,098 shares; 2025Q2: 21,277 shares; 2025Q3: 21,258 shares; 2025Q4: 21,439 shares; 2026Q1: 21,110 shares 21,110 $6.38M 1.16% -329 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337,425 shares; 2026Q1: 491,575 shares 491,575 $6.29M 1.14% +154,150 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: 50,008 shares; 2024Q4: 48,345 shares; 2025Q1: 48,861 shares; 2025Q2: 47,969 shares; 2025Q3: 48,575 shares; 2025Q4: 49,377 shares; 2026Q1: 49,353 shares 49,353 $6.13M 1.11% -24 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,263 shares; 2024Q4: 58,943 shares; 2025Q1: 55,612 shares; 2025Q2: 58,083 shares; 2025Q3: 56,841 shares; 2025Q4: 56,506 shares; 2026Q1: 62,492 shares 62,492 $5.78M 1.05% +5,986 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,831 shares; 2025Q4: 22,476 shares; 2026Q1: 22,855 shares 22,855 $5.73M 1.04% +379 Timeline HOLA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,028 shares; 2025Q4: 98,677 shares; 2026Q1: 104,538 shares 104,538 $5.5M 1% +5,861 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: 5,877 shares; 2024Q4: 6,140 shares; 2025Q1: 7,681 shares; 2025Q2: 8,849 shares; 2025Q3: 9,068 shares; 2025Q4: 9,438 shares; 2026Q1: 9,568 shares 9,568 $5.47M 0.99% +130 Timeline MUB 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: 30,534 shares; 2024Q4: 26,490 shares; 2025Q1: 26,490 shares; 2025Q2: 31,340 shares; 2025Q3: 34,390 shares; 2025Q4: 43,029 shares; 2026Q1: 50,589 shares 50,589 $5.37M 0.97% +7,560 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: 18,921 shares; 2024Q4: 19,436 shares; 2025Q1: 19,390 shares; 2025Q2: 19,266 shares; 2025Q3: 19,093 shares; 2025Q4: 18,679 shares; 2026Q1: 17,767 shares 17,767 $5.1M 0.92% -912 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: 55,648 shares; 2024Q4: 54,241 shares; 2025Q1: 54,956 shares; 2025Q2: 55,045 shares; 2025Q3: 54,852 shares; 2025Q4: 54,257 shares; 2026Q1: 54,361 shares 54,361 $4.98M 0.9% +104 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,510 shares; 2026Q1: 52,655 shares 52,655 $4.63M 0.84% +12,145 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: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 19,389 shares; 2025Q2: 24,923 shares; 2025Q3: 24,398 shares; 2025Q4: 23,053 shares; 2026Q1: 31,152 shares 31,152 $4.56M 0.82% +8,099 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: 12,865 shares; 2024Q4: 12,767 shares; 2025Q1: 12,849 shares; 2025Q2: 13,119 shares; 2025Q3: 13,134 shares; 2025Q4: 13,259 shares; 2026Q1: 12,909 shares 12,909 $4.54M 0.82% -350 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: 8,240 shares; 2024Q4: 9,020 shares; 2025Q1: 8,998 shares; 2025Q2: 9,397 shares; 2025Q3: 9,532 shares; 2025Q4: 9,431 shares; 2026Q1: 9,366 shares 9,366 $4.49M 0.81% -65 Timeline HRTS TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,695 shares; 2024Q4: 167,703 shares; 2025Q1: 178,603 shares; 2025Q2: 174,278 shares; 2025Q3: 140,340 shares; 2025Q4: 134,560 shares; 2026Q1: 131,160 shares 131,160 $4.42M 0.8% -3,400 Timeline MOAT 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: 69,325 shares; 2024Q4: 73,405 shares; 2025Q1: 65,310 shares; 2025Q2: 57,308 shares; 2025Q3: 48,038 shares; 2025Q4: 47,149 shares; 2026Q1: 44,639 shares 44,639 $4.32M 0.78% -2,510 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: 111,080 shares; 2024Q4: 104,964 shares; 2025Q1: 101,309 shares; 2025Q2: 96,326 shares; 2025Q3: 92,786 shares; 2025Q4: 92,796 shares; 2026Q1: 90,356 shares 90,356 $4.15M 0.75% -2,440 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,170 shares; 2024Q4: 104,020 shares; 2025Q1: 114,700 shares; 2025Q2: 119,625 shares; 2025Q3: 119,785 shares; 2025Q4: 121,980 shares; 2026Q1: 124,465 shares 124,465 $4.13M 0.75% +2,485 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,637 shares; 2024Q4: 8,514 shares; 2025Q1: 8,158 shares; 2025Q2: 8,154 shares; 2025Q3: 8,104 shares; 2025Q4: 7,763 shares; 2026Q1: 7,279 shares 7,279 $4.1M 0.74% -484 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: 9,619 shares; 2024Q4: 6,235 shares; 2025Q1: 6,137 shares; 2025Q2: 5,678 shares; 2025Q3: 10,363 shares; 2025Q4: 11,006 shares; 2026Q1: 11,003 shares 11,003 $4.09M 0.74% -3 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: 14,394 shares; 2024Q4: 14,406 shares; 2025Q1: 15,232 shares; 2025Q2: 16,152 shares; 2025Q3: 16,633 shares; 2025Q4: 16,475 shares; 2026Q1: 17,306 shares 17,306 $3.91M 0.71% +831 Timeline Guggenheim S&P 500 Equal We… Guggenheim S&P 500 Equal Weighted… More: the full row for Guggenheim S&P 500 Equal Weighted ETf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 14,592 shares; 2025Q1: 20,005 shares; 2025Q2: 20,378 shares; 2025Q3: 20,345 shares; 2025Q4: 20,452 shares; 2026Q1: 20,289 shares 20,289 $3.89M 0.7% -163 NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,295 shares; 2025Q1: 24,317 shares; 2025Q2: 26,807 shares; 2025Q3: 25,372 shares; 2025Q4: 26,400 shares; 2026Q1: 29,065 shares 29,065 $3.87M 0.7% +2,665 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,370 shares; 2024Q4: 17,905 shares; 2025Q1: 19,775 shares; 2025Q2: 19,319 shares; 2025Q3: 18,982 shares; 2025Q4: 18,982 shares; 2026Q1: 18,832 shares 18,832 $3.73M 0.68% -150 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: 22,736 shares; 2024Q4: 21,302 shares; 2025Q1: 18,129 shares; 2025Q2: 19,537 shares; 2025Q3: 19,538 shares; 2025Q4: 19,424 shares; 2026Q1: 31,361 shares 31,361 $3.61M 0.65% +11,937 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,030 shares; 2024Q4: 19,915 shares; 2025Q1: 18,940 shares; 2025Q2: 18,815 shares; 2025Q3: 18,450 shares; 2025Q4: 18,025 shares; 2026Q1: 16,715 shares 16,715 $3.53M 0.64% -1,310 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,815 shares; 2025Q1: 76,582 shares; 2025Q2: 81,226 shares; 2025Q3: 92,560 shares; 2025Q4: 97,560 shares; 2026Q1: 124,752 shares 124,752 $3.5M 0.63% +27,192 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,896 shares; 2024Q4: 33,630 shares; 2025Q1: 32,540 shares; 2025Q2: 32,560 shares; 2025Q3: 32,684 shares; 2025Q4: 29,042 shares; 2026Q1: 27,842 shares 27,842 $3.3M 0.6% -1,200 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,215 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,315 shares; 2026Q1: 3,304 shares 3,304 $3.18M 0.58% -11 Merck & Co. Merck & Co. More: the full row for Merck & Co. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,688 shares; 2024Q4: 29,282 shares; 2025Q1: 29,241 shares; 2025Q2: 25,987 shares; 2025Q3: 25,278 shares; 2025Q4: 26,383 shares; 2026Q1: 26,053 shares 26,053 $3.13M 0.57% -330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,995 shares; 2025Q3: 69,438 shares; 2025Q4: 69,855 shares; 2026Q1: 71,221 shares 71,221 $3.12M 0.57% +1,366 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: 6,615 shares; 2024Q4: 6,275 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: 5,980 shares; 2026Q1: 5,755 shares 5,755 $3.1M 0.56% -225 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,850 shares; 2025Q1: 136,475 shares; 2025Q2: 136,075 shares; 2025Q3: 135,505 shares; 2025Q4: 120,262 shares; 2026Q1: 116,368 shares 116,368 $2.97M 0.54% -3,894 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: 36,451 shares; 2024Q4: 33,662 shares; 2025Q1: 32,453 shares; 2025Q2: 32,421 shares; 2025Q3: 32,221 shares; 2025Q4: 31,571 shares; 2026Q1: 31,421 shares 31,421 $2.95M 0.53% -150 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 12,538 shares; 2025Q1: 12,478 shares; 2025Q2: 12,614 shares; 2025Q3: 12,866 shares; 2025Q4: 12,480 shares; 2026Q1: 12,457 shares 12,457 $2.94M 0.53% -23 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: 90,598 shares; 2024Q4: 91,618 shares; 2025Q1: 97,150 shares; 2025Q2: 97,204 shares; 2025Q3: 96,744 shares; 2025Q4: 93,771 shares; 2026Q1: 96,238 shares 96,238 $2.92M 0.53% +2,467 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: 19,320 shares; 2024Q4: 19,359 shares; 2025Q1: 19,683 shares; 2025Q2: 19,899 shares; 2025Q3: 19,903 shares; 2025Q4: 19,534 shares; 2026Q1: 19,247 shares 19,247 $2.78M 0.5% -287 Timeline MINO 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: 11,525 shares; 2025Q1: 14,610 shares; 2025Q2: 20,350 shares; 2025Q3: 20,100 shares; 2025Q4: 37,015 shares; 2026Q1: 58,540 shares 58,540 $2.64M 0.48% +21,525 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: 32,993 shares; 2024Q4: 32,510 shares; 2025Q1: 39,004 shares; 2025Q2: 40,306 shares; 2025Q3: 39,636 shares; 2025Q4: 39,098 shares; 2026Q1: 43,407 shares 43,407 $2.57M 0.47% +4,309 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,282 shares; 2025Q1: 7,240 shares; 2025Q2: 7,135 shares; 2025Q3: 7,334 shares; 2025Q4: 7,259 shares; 2026Q1: 7,134 shares 7,134 $2.55M 0.46% -125 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: 4,755 shares; 2024Q4: 4,482 shares; 2025Q1: 4,395 shares; 2025Q2: 4,304 shares; 2025Q3: 4,299 shares; 2025Q4: 4,098 shares; 2026Q1: 4,076 shares 4,076 $2.51M 0.46% -22 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: 3,047 shares; 2024Q4: 3,762 shares; 2025Q1: 3,712 shares; 2025Q2: 3,697 shares; 2025Q3: 3,417 shares; 2025Q4: 3,352 shares; 2026Q1: 3,122 shares 3,122 $2.41M 0.44% -230 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,900 shares; 2025Q1: 17,675 shares; 2025Q2: 21,975 shares; 2025Q3: 20,375 shares; 2025Q4: 36,200 shares; 2026Q1: 45,700 shares 45,700 $2.39M 0.43% +9,500 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: 13,050 shares; 2024Q4: 12,250 shares; 2025Q1: 12,444 shares; 2025Q2: 11,350 shares; 2025Q3: 11,350 shares; 2025Q4: 11,350 shares; 2026Q1: 46,097 shares 46,097 $2.33M 0.42% +34,747 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: 3,396 shares; 2024Q4: 3,317 shares; 2025Q1: 3,305 shares; 2025Q2: 3,408 shares; 2025Q3: 3,358 shares; 2025Q4: 3,238 shares; 2026Q1: 3,220 shares 3,220 $2.09M 0.38% -18 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: 925 shares; 2024Q4: 918 shares; 2025Q1: 1,533 shares; 2025Q2: 2,187 shares; 2025Q3: 2,177 shares; 2025Q4: 2,215 shares; 2026Q1: 2,225 shares 2,225 $2.05M 0.37% +10 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: 13,617 shares; 2024Q4: 13,622 shares; 2025Q1: 13,640 shares; 2025Q2: 12,645 shares; 2025Q3: 12,651 shares; 2025Q4: 12,151 shares; 2026Q1: 12,688 shares 12,688 $1.97M 0.36% +537 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: 12,152 shares; 2024Q4: 12,405 shares; 2025Q1: 13,160 shares; 2025Q2: 14,254 shares; 2025Q3: 14,032 shares; 2025Q4: 14,036 shares; 2026Q1: 14,865 shares 14,865 $1.95M 0.35% +829 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: 21,061 shares; 2024Q4: 21,069 shares; 2025Q1: 21,901 shares; 2025Q2: 22,456 shares; 2025Q3: 22,580 shares; 2025Q4: 22,587 shares; 2026Q1: 25,006 shares 25,006 $1.94M 0.35% +2,419 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: 14,487 shares; 2024Q4: 14,499 shares; 2025Q1: 13,498 shares; 2025Q2: 13,065 shares; 2025Q3: 12,317 shares; 2025Q4: 11,356 shares; 2026Q1: 11,083 shares 11,083 $1.91M 0.35% -273 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,914 shares; 2024Q4: 19,813 shares; 2025Q1: 20,495 shares; 2025Q2: 21,221 shares; 2025Q3: 21,596 shares; 2025Q4: 22,750 shares; 2026Q1: 21,951 shares 21,951 $1.9M 0.34% -799 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: 5,616 shares; 2024Q4: 5,575 shares; 2025Q1: 5,442 shares; 2025Q2: 5,464 shares; 2025Q3: 5,764 shares; 2025Q4: 5,799 shares; 2026Q1: 5,844 shares 5,844 $1.82M 0.33% +45 Timeline CAST FREECAST INC More: the full row for FREECAST 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: 402,271 shares 402,271 $1.79M 0.32% new 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: 15,280 shares; 2024Q4: 14,480 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 13,780 shares; 2025Q4: 12,780 shares; 2026Q1: 12,330 shares 12,330 $1.68M 0.3% -450 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 13,805 shares; 2025Q1: 12,568 shares; 2025Q2: 11,240 shares; 2025Q3: 11,245 shares; 2025Q4: 11,030 shares; 2026Q1: 11,900 shares 11,900 $1.67M 0.3% +870 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: 15,905 shares; 2024Q4: 16,609 shares; 2025Q1: 20,695 shares; 2025Q2: 20,641 shares; 2025Q3: 20,653 shares; 2025Q4: 20,679 shares; 2026Q1: 20,379 shares 20,379 $1.55M 0.28% -300 Timeline JMUB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares; 2026Q1: 30,800 shares 30,800 $1.54M 0.28% +14,800 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,847 shares; 2025Q1: 3,797 shares; 2025Q2: 4,560 shares; 2025Q3: 4,385 shares; 2025Q4: 4,241 shares; 2026Q1: 3,941 shares 3,941 $1.51M 0.27% -300 Timeline NASDAQ 100TR NASDAQ 100TR More: the full row for NASDAQ 100TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,336 shares; 2025Q1: 2,346 shares; 2025Q2: 2,692 shares; 2025Q3: 2,693 shares; 2025Q4: 2,756 shares; 2026Q1: 2,598 shares 2,598 $1.5M 0.27% -158 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: 6,586 shares; 2024Q4: 8,686 shares; 2025Q1: 12,382 shares; 2025Q2: 12,426 shares; 2025Q3: 14,844 shares; 2025Q4: 15,555 shares; 2026Q1: 15,566 shares 15,566 $1.5M 0.27% +11 Timeline JBND 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: 10,340 shares; 2024Q4: 14,910 shares; 2025Q1: 19,960 shares; 2025Q2: 21,810 shares; 2025Q3: 22,610 shares; 2025Q4: 24,410 shares; 2026Q1: 24,410 shares 24,410 $1.31M 0.24% 0 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: 1,748 shares; 2024Q4: 1,749 shares; 2025Q1: 1,845 shares; 2025Q2: 1,950 shares; 2025Q3: 1,951 shares; 2025Q4: 1,851 shares; 2026Q1: 1,841 shares 1,841 $1.3M 0.24% -10 Timeline JCPB 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: 12,625 shares; 2024Q4: 21,220 shares; 2025Q1: 24,120 shares; 2025Q2: 24,120 shares; 2025Q3: 25,020 shares; 2025Q4: 27,020 shares; 2026Q1: 27,695 shares 27,695 $1.3M 0.24% +675 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: 16,532 shares; 2024Q4: 16,237 shares; 2025Q1: 14,988 shares; 2025Q2: 15,613 shares; 2025Q3: 15,244 shares; 2025Q4: 14,852 shares; 2026Q1: 13,262 shares 13,262 $1.22M 0.22% -1,590 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: 11,295 shares; 2024Q4: 11,295 shares; 2025Q1: 19,545 shares; 2025Q2: 19,545 shares; 2025Q3: 19,545 shares; 2025Q4: 21,445 shares; 2026Q1: 21,445 shares 21,445 $1.22M 0.22% 0 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: 12,044 shares; 2024Q4: 12,246 shares; 2025Q1: 12,273 shares; 2025Q2: 12,151 shares; 2025Q3: 12,154 shares; 2025Q4: 12,156 shares; 2026Q1: 11,550 shares 11,550 $1.19M 0.21% -606 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: 6,271 shares; 2025Q1: 19,866 shares; 2025Q2: 22,994 shares; 2025Q3: 21,601 shares; 2025Q4: 21,609 shares; 2026Q1: 20,956 shares 20,956 $1.16M 0.21% -653 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: not reported; 2024Q4: not reported; 2025Q1: 12,799 shares; 2025Q2: 12,275 shares; 2025Q3: 11,777 shares; 2025Q4: 11,778 shares; 2026Q1: 11,779 shares 11,779 $1.15M 0.21% +1 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,100 shares; 2025Q4: 14,675 shares; 2026Q1: 22,025 shares 22,025 $1.15M 0.21% +7,350 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,420 shares; 2024Q4: 10,195 shares; 2025Q1: 10,195 shares; 2025Q2: 10,195 shares; 2025Q3: 10,095 shares; 2025Q4: 10,095 shares; 2026Q1: 8,945 shares 8,945 $1.15M 0.21% -1,150 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: 10,723 shares; 2024Q4: 10,601 shares; 2025Q1: 11,076 shares; 2025Q2: 11,075 shares; 2025Q3: 11,096 shares; 2025Q4: 10,996 shares; 2026Q1: 7,771 shares 7,771 $1.14M 0.21% -3,225 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: 4,125 shares; 2024Q4: 4,125 shares; 2025Q1: 5,125 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares; 2025Q4: 5,365 shares; 2026Q1: 5,496 shares 5,496 $1.06M 0.19% +131 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: 32,733 shares; 2024Q4: 32,159 shares; 2025Q1: 29,535 shares; 2025Q2: 29,060 shares; 2025Q3: 27,687 shares; 2025Q4: 27,261 shares; 2026Q1: 27,438 shares 27,438 $1.05M 0.19% +177 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,459 shares; 2024Q4: 28,414 shares; 2025Q1: 27,830 shares; 2025Q2: 25,808 shares; 2025Q3: 25,808 shares; 2025Q4: 26,908 shares; 2026Q1: 25,908 shares 25,908 $1.04M 0.19% -1,000 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,225 shares; 2025Q1: 3,227 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,161 shares 3,161 $1.04M 0.19% -60 Timeline XLE 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: 3,008 shares; 2025Q1: 6,725 shares; 2025Q2: 9,627 shares; 2025Q3: 8,332 shares; 2025Q4: 16,675 shares; 2026Q1: 16,624 shares 16,624 $1.02M 0.18% -51 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: 13,385 shares; 2024Q4: 35,009 shares; 2025Q1: 35,480 shares; 2025Q2: 37,230 shares; 2025Q3: 37,230 shares; 2025Q4: 36,386 shares; 2026Q1: 26,104 shares 26,104 $1M 0.18% -10,282 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: 23,328 shares; 2024Q4: 23,678 shares; 2025Q1: 23,678 shares; 2025Q2: 23,365 shares; 2025Q3: 23,365 shares; 2025Q4: 19,165 shares; 2026Q1: 17,378 shares 17,378 $1M 0.18% -1,787 Timeline GDXJ 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: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,100 shares; 2025Q2: 11,100 shares; 2025Q3: 10,800 shares; 2025Q4: 9,550 shares; 2026Q1: 8,335 shares 8,335 $1M 0.18% -1,215 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: 5,026 shares; 2024Q4: 5,026 shares; 2025Q1: 5,042 shares; 2025Q2: 5,525 shares; 2025Q3: 5,525 shares; 2025Q4: 5,525 shares; 2026Q1: 5,655 shares 5,655 $903K 0.16% +130 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: not reported; 2024Q4: not reported; 2025Q1: 2,709 shares; 2025Q2: 2,789 shares; 2025Q3: 2,798 shares; 2025Q4: 2,797 shares; 2026Q1: 2,813 shares 2,813 $902K 0.16% +16 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,090 shares; 2025Q2: 4,141 shares; 2025Q3: 4,142 shares; 2025Q4: 4,145 shares; 2026Q1: 4,146 shares 4,146 $892K 0.16% +1 Timeline LAM RESEARCH CORP 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: 3,991 shares; 2025Q3: 4,083 shares; 2025Q4: 4,060 shares; 2026Q1: 4,130 shares 4,130 $882K 0.16% +70 BROADCOM INC BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,255 shares; 2025Q4: 2,701 shares; 2026Q1: 2,752 shares 2,752 $852K 0.15% +51 ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,395 shares; 2025Q1: 16,070 shares; 2025Q2: 16,070 shares; 2025Q3: 16,070 shares; 2025Q4: 16,070 shares; 2026Q1: 15,620 shares 15,620 $846K 0.15% -450 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,380 shares; 2025Q1: 5,682 shares; 2025Q2: 5,157 shares; 2025Q3: 5,157 shares; 2025Q4: 5,310 shares; 2026Q1: 6,603 shares 6,603 $824K 0.15% +1,293 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,600 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 17,200 shares; 2026Q1: 16,700 shares 16,700 $787K 0.14% -500 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,450 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares 3,075 $770K 0.14% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,834 shares; 2025Q1: 6,634 shares; 2025Q2: 6,649 shares; 2025Q3: 6,649 shares; 2025Q4: 6,314 shares; 2026Q1: 6,314 shares 6,314 $770K 0.14% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 722 shares; 2025Q1: 762 shares; 2025Q2: 759 shares; 2025Q3: 746 shares; 2025Q4: 8,323 shares; 2026Q1: 7,780 shares 7,780 $748K 0.14% -543 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: 582 shares; 2024Q4: 497 shares; 2025Q1: 503 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares 1,129 $737K 0.13% 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: 5,289 shares; 2024Q4: 5,289 shares; 2025Q1: 3,532 shares; 2025Q2: 3,497 shares; 2025Q3: 3,453 shares; 2025Q4: 3,573 shares; 2026Q1: 3,623 shares 3,623 $737K 0.13% +50 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,240 shares; 2026Q1: 29,970 shares 29,970 $710K 0.13% +18,730 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,341 shares; 2025Q1: 5,360 shares; 2025Q2: 5,270 shares; 2025Q3: 5,270 shares; 2025Q4: 5,270 shares; 2026Q1: 5,270 shares 5,270 $696K 0.13% 0 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: 8,955 shares; 2024Q4: 8,955 shares; 2025Q1: 8,755 shares; 2025Q2: 8,755 shares; 2025Q3: 8,755 shares; 2025Q4: 10,295 shares; 2026Q1: 10,295 shares 10,295 $695K 0.13% 0 Timeline IBDX 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: 18,175 shares; 2025Q4: 24,575 shares; 2026Q1: 25,825 shares 25,825 $653K 0.12% +1,250 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 3,125 shares; 2025Q1: 3,027 shares; 2025Q2: 3,025 shares; 2025Q3: 3,000 shares; 2025Q4: 2,903 shares; 2026Q1: 2,403 shares 2,403 $651K 0.12% -500 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: 14,410 shares; 2024Q4: 12,851 shares; 2025Q1: 12,851 shares; 2025Q2: 12,195 shares; 2025Q3: 12,202 shares; 2025Q4: 12,228 shares; 2026Q1: 11,828 shares 11,828 $639K 0.12% -400 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968 shares; 2025Q1: 965 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,033 shares; 2026Q1: 1,060 shares 1,060 $634K 0.11% +27 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: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $618K 0.11% 0 Timeline IBDY 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: 18,100 shares; 2025Q4: 22,765 shares; 2026Q1: 23,740 shares 23,740 $614K 0.11% +975 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,300 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares 15,600 $583K 0.11% 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,912 shares 2,912 $577K 0.1% new Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares 14,300 $572K 0.1% 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: 22,820 shares; 2024Q4: 17,120 shares; 2025Q1: 13,838 shares; 2025Q2: 12,951 shares; 2025Q3: 13,451 shares; 2025Q4: 13,451 shares; 2026Q1: 12,951 shares 12,951 $572K 0.1% -500 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: 1,618 shares; 2024Q4: 1,619 shares; 2025Q1: 1,872 shares; 2025Q2: 1,872 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares 1,873 $567K 0.1% 0 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: not reported; 2025Q1: 14,472 shares; 2025Q2: 14,474 shares; 2025Q3: 14,476 shares; 2025Q4: 18,328 shares; 2026Q1: 18,329 shares 18,329 $562K 0.1% +1 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: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,476 shares; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares 1,268 $554K 0.1% 0 Timeline VT 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: 3,152 shares; 2024Q4: 3,184 shares; 2025Q1: 3,479 shares; 2025Q2: 3,554 shares; 2025Q3: 3,649 shares; 2025Q4: 3,656 shares; 2026Q1: 3,936 shares 3,936 $544K 0.1% +280 Timeline XAR 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: not reported; 2025Q1: 2,840 shares; 2025Q2: 3,240 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $544K 0.1% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,930 shares; 2025Q2: 20,206 shares; 2025Q3: 20,206 shares; 2025Q4: 21,086 shares; 2026Q1: 21,201 shares 21,201 $525K 0.09% +115 Timeline ITB 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: 5,917 shares; 2024Q4: 6,068 shares; 2025Q1: 5,843 shares; 2025Q2: 5,769 shares; 2025Q3: 5,970 shares; 2025Q4: 5,970 shares; 2026Q1: 5,671 shares 5,671 $514K 0.09% -299 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,890 shares; 2025Q3: 9,890 shares; 2025Q4: 9,890 shares; 2026Q1: 9,890 shares 9,890 $498K 0.09% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $495K 0.09% new 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: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,383 shares; 2025Q2: 3,375 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,400 shares 3,400 $494K 0.09% +100 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 735 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $491K 0.09% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,971 shares; 2024Q4: 26,106 shares; 2025Q1: 24,508 shares; 2025Q2: 24,301 shares; 2025Q3: 25,208 shares; 2025Q4: 23,477 shares; 2026Q1: 17,077 shares 17,077 $490K 0.09% -6,400 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,475 shares; 2025Q2: 11,475 shares; 2025Q3: 11,475 shares; 2025Q4: 11,475 shares; 2026Q1: 10,925 shares 10,925 $485K 0.09% -550 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 6,550 shares; 2026Q1: 6,550 shares 6,550 $482K 0.09% 0 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: 1,366 shares; 2024Q4: 1,316 shares; 2025Q1: 1,659 shares; 2025Q2: 1,668 shares; 2025Q3: 1,766 shares; 2025Q4: 1,994 shares; 2026Q1: 1,894 shares 1,894 $459K 0.08% -100 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,565 shares; 2025Q1: 1,973 shares; 2025Q2: 2,702 shares; 2025Q3: 2,802 shares; 2025Q4: 2,077 shares; 2026Q1: 1,564 shares 1,564 $454K 0.08% -513 Timeline ICF 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: 5,025 shares; 2024Q4: 5,335 shares; 2025Q1: 5,060 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 7,370 shares; 2026Q1: 7,210 shares 7,210 $446K 0.08% -160 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: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 2,435 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares; 2025Q4: 2,410 shares; 2026Q1: 2,260 shares 2,260 $446K 0.08% -150 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: 2,364 shares; 2024Q4: 2,364 shares; 2025Q1: 2,600 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,424 shares; 2026Q1: 2,424 shares 2,424 $442K 0.08% 0 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: 4,301 shares; 2024Q4: 6,630 shares; 2025Q1: 6,690 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,629 shares; 2026Q1: 6,629 shares 6,629 $437K 0.08% 0 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: 1,383 shares; 2024Q4: 1,584 shares; 2025Q1: 1,760 shares; 2025Q2: 1,686 shares; 2025Q3: 1,887 shares; 2025Q4: 1,888 shares; 2026Q1: 1,890 shares 1,890 $434K 0.08% +2 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: not reported; 2024Q4: 451 shares; 2025Q1: 576 shares; 2025Q2: 680 shares; 2025Q3: 1,558 shares; 2025Q4: 1,686 shares; 2026Q1: 1,513 shares 1,513 $409K 0.07% -173 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,025 shares; 2026Q1: 3,725 shares 3,725 $408K 0.07% +1,700 Timeline IBDW 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: 15,485 shares; 2025Q4: 19,385 shares; 2026Q1: 19,385 shares 19,385 $406K 0.07% 0 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: 5,699 shares; 2024Q4: 5,741 shares; 2025Q1: 5,869 shares; 2025Q2: 5,448 shares; 2025Q3: 5,279 shares; 2025Q4: 5,143 shares; 2026Q1: 4,169 shares 4,169 $402K 0.07% -974 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD 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: 4,352 shares; 2026Q1: 4,352 shares 4,352 $384K 0.07% 0 CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,920 shares 12,920 $379K 0.07% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 4,400 shares; 2026Q1: 4,400 shares 4,400 $377K 0.07% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 2,383 shares; 2025Q2: 1,909 shares; 2025Q3: 1,912 shares; 2025Q4: 1,919 shares; 2026Q1: 1,922 shares 1,922 $377K 0.07% +3 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: not reported; 2025Q4: 8,500 shares; 2026Q1: 8,975 shares 8,975 $367K 0.07% +475 Timeline FDIG 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: 7,185 shares; 2026Q1: 11,185 shares 11,185 $367K 0.07% +4,000 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 1,768 shares 1,768 $365K 0.07% -250 Timeline DSI 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $364K 0.07% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,725 shares; 2025Q1: 11,975 shares; 2025Q2: 14,175 shares; 2025Q3: 15,571 shares; 2025Q4: 15,571 shares; 2026Q1: 16,121 shares 16,121 $360K 0.07% +550 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,720 shares; 2024Q4: 31,720 shares; 2025Q1: 29,470 shares; 2025Q2: 29,470 shares; 2025Q3: 29,470 shares; 2025Q4: 29,470 shares; 2026Q1: 29,470 shares 29,470 $350K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 874 shares; 2026Q1: 949 shares 949 $338K 0.06% +75 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: 5,192 shares; 2024Q4: 5,192 shares; 2025Q1: 5,157 shares; 2025Q2: 5,157 shares; 2025Q3: 5,166 shares; 2025Q4: 5,197 shares; 2026Q1: 5,201 shares 5,201 $333K 0.06% +4 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares; 2026Q1: 4,240 shares 4,240 $319K 0.06% +975 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,667 shares; 2025Q1: not reported; 2025Q2: 8,862 shares; 2025Q3: 13,362 shares; 2025Q4: 13,683 shares; 2026Q1: 13,689 shares 13,689 $315K 0.06% +6 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,925 shares; 2025Q4: 30,625 shares; 2026Q1: 19,775 shares 19,775 $313K 0.06% -10,850 Timeline CATH 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: 3,860 shares; 2024Q4: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares; 2026Q1: 3,860 shares 3,860 $302K 0.05% 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: 440 shares; 2024Q4: 442 shares; 2025Q1: 419 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 441 shares 441 $301K 0.05% +24 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,088 shares; 2026Q1: 6,088 shares 6,088 $301K 0.05% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,912 shares; 2025Q4: 5,912 shares; 2026Q1: 6,376 shares 6,376 $300K 0.05% +464 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,098 shares; 2025Q2: 1,067 shares; 2025Q3: 1,080 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $298K 0.05% 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: not reported; 2024Q4: 6,017 shares; 2025Q1: 6,096 shares; 2025Q2: 6,017 shares; 2025Q3: 6,017 shares; 2025Q4: 6,017 shares; 2026Q1: 6,017 shares 6,017 $293K 0.05% 0 Timeline RBLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,595 shares 3,595 $292K 0.05% new 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: 1,737 shares; 2024Q4: 1,762 shares; 2025Q1: 1,275 shares; 2025Q2: not reported; 2025Q3: 1,462 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares 1,460 $291K 0.05% 0 Timeline First Resource Bank First Resource Bank More: the full row for First Resource Bank Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,511 shares; 2024Q4: 13,511 shares; 2025Q1: 13,511 shares; 2025Q2: 13,511 shares; 2025Q3: 13,511 shares; 2025Q4: 13,511 shares; 2026Q1: 13,511 shares 13,511 $281K 0.05% 0 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: 1,650 shares; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $273K 0.05% 0 Timeline Invesco Global Listed Priva… Invesco Global Listed Private Equ… More: the full row for Invesco Global Listed Private Equity ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $266K 0.05% 0 AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares 776 $265K 0.05% new Timeline IBDZ 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: 8,625 shares; 2025Q4: 10,115 shares; 2026Q1: 10,115 shares 10,115 $264K 0.05% 0 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $258K 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 6,745 shares 6,745 $255K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 933 shares; 2026Q1: 959 shares 959 $251K 0.05% +26 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: 3,539 shares; 2024Q4: 3,539 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,095 shares; 2025Q4: 3,104 shares; 2026Q1: 3,108 shares 3,108 $244K 0.04% +4 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,533 shares; 2026Q1: 2,593 shares 2,593 $242K 0.04% +60 Timeline DELL COMPUTER CORP DELL COMPUTER CORP More: the full row for DELL COMPUTER 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: 1,443 shares; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464 $240K 0.04% new HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 3,458 shares 3,458 $240K 0.04% new Timeline UNILEVER PLC 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: 6,926 shares; 2024Q4: 5,726 shares; 2025Q1: 5,725 shares; 2025Q2: 5,025 shares; 2025Q3: 4,725 shares; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares 4,197 $239K 0.04% 0 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: 2,962 shares; 2024Q4: 9,047 shares; 2025Q1: not reported; 2025Q2: 8,897 shares; 2025Q3: 8,942 shares; 2025Q4: 9,033 shares; 2026Q1: 9,143 shares 9,143 $234K 0.04% +110 Timeline SCHB 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: 9,005 shares; 2025Q3: 9,005 shares; 2025Q4: 9,005 shares; 2026Q1: 9,230 shares 9,230 $232K 0.04% +225 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares 1,657 $231K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,150 shares 1,150 $227K 0.04% -50 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: 936 shares; 2024Q4: 936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 916 shares 916 $227K 0.04% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 434 shares; 2025Q4: 426 shares; 2026Q1: 438 shares 438 $219K 0.04% +12 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,430 shares; 2026Q1: 2,000 shares 2,000 $219K 0.04% -430 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 11,065 shares; 2025Q1: 11,065 shares; 2025Q2: 11,065 shares; 2025Q3: 11,065 shares; 2025Q4: 11,065 shares; 2026Q1: 9,918 shares 9,918 $217K 0.04% -1,147 Timeline IBDV 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: 9,660 shares; 2026Q1: 9,885 shares 9,885 $216K 0.04% +225 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: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,824 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $213K 0.04% 0 Timeline SCHE 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: 6,445 shares 6,445 $212K 0.04% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 4,250 shares 4,250 $208K 0.04% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $206K 0.04% 0 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: 2,188 shares; 2024Q4: not reported; 2025Q1: 1,617 shares; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares 1,617 $203K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $202K 0.04% 0 Timeline RYCEY ROLLS-ROYCE HOLDINGS-SP ADR More: the full row for ROLLS-ROYCE HOLDINGS-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $200K 0.04% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,425 shares 15,425 $177K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: 24,500 shares 24,500 $158K 0.03% new Timeline FORD MOTOR CO FORD MOTOR CO More: the full row for FORD MOTOR 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: 11,600 shares; 2026Q1: 11,600 shares 11,600 $134K 0.02% 0 ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,474 shares; 2024Q4: 23,974 shares; 2025Q1: 23,416 shares; 2025Q2: 23,416 shares; 2025Q3: 23,416 shares; 2025Q4: 23,416 shares; 2026Q1: 23,416 shares 23,416 $52.2K 0.01% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 10,000 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares 13,400 $46.6K 0.01% 0 Timeline TBPMQ TETRA BIO-PHARMA INC COM (CANA More: the full row for TETRA BIO-PHARMA INC COM (CANA 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: 23,500 shares; 2025Q4: 23,500 shares; 2026Q1: 23,500 shares 23,500 $0 0% 0 Value filed as zero, left out of ratios. Timeline