GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558,456 shares; 2024Q4: 1,399,383 shares; 2025Q1: 1,216,120 shares; 2025Q2: 1,172,852 shares; 2025Q3: 1,199,165 shares; 2025Q4: 1,122,241 shares; 2026Q1: 833,445 shares 833,445 $239M 8.7% -288,796 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,332 shares; 2024Q4: 414,793 shares; 2025Q1: 323,377 shares; 2025Q2: 314,957 shares; 2025Q3: 321,868 shares; 2025Q4: 427,372 shares; 2026Q1: 423,617 shares 423,617 $180M 6.56% -3,755 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: 225 shares; 2024Q4: 167,189 shares; 2025Q1: 212,306 shares; 2025Q2: 208,812 shares; 2025Q3: 197,236 shares; 2025Q4: 1,021,952 shares; 2026Q1: 1,774,802 shares 1,774,802 $171M 6.21% +752,850 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352,191 shares; 2025Q4: 442,245 shares; 2026Q1: 532,149 shares 532,149 $165M 5.99% +89,904 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: 356,053 shares; 2024Q4: 344,484 shares; 2025Q1: 340,013 shares; 2025Q2: 341,413 shares; 2025Q3: 348,290 shares; 2025Q4: 380,960 shares; 2026Q1: 321,817 shares 321,817 $161M 5.85% -59,143 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: 478,217 shares; 2024Q4: 425,359 shares; 2025Q1: 415,364 shares; 2025Q2: 403,995 shares; 2025Q3: 411,138 shares; 2025Q4: 397,874 shares; 2026Q1: 494,563 shares 494,563 $154M 5.59% +96,689 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: 473,470 shares; 2024Q4: 453,104 shares; 2025Q1: 446,212 shares; 2025Q2: 441,106 shares; 2025Q3: 449,437 shares; 2025Q4: 434,666 shares; 2026Q1: 432,078 shares 432,078 $142M 5.17% -2,588 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: 533,562 shares; 2024Q4: 517,185 shares; 2025Q1: 508,356 shares; 2025Q2: 506,341 shares; 2025Q3: 515,846 shares; 2025Q4: 563,719 shares; 2026Q1: 469,360 shares 469,360 $142M 5.16% -94,359 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: 927,035 shares; 2024Q4: 846,015 shares; 2025Q1: 629,959 shares; 2025Q2: 613,532 shares; 2025Q3: 552,371 shares; 2025Q4: 533,039 shares; 2026Q1: 381,123 shares 381,123 $141M 5.13% -151,916 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637,555 shares; 2024Q4: 462,397 shares; 2025Q1: 454,220 shares; 2025Q2: 460,359 shares; 2025Q3: 462,596 shares; 2025Q4: 670,103 shares; 2026Q1: 650,099 shares 650,099 $141M 5.12% -20,004 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: 4,579 shares; 2024Q4: 4,579 shares; 2025Q1: 737,021 shares; 2025Q2: 881,305 shares; 2025Q3: 899,878 shares; 2025Q4: 870,406 shares; 2026Q1: 488,881 shares 488,881 $139M 5.05% -381,525 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: 1,814,664 shares; 2024Q4: 1,653,182 shares; 2025Q1: not reported; 2025Q2: 1,435,642 shares; 2025Q3: 1,137,601 shares; 2025Q4: 851,787 shares; 2026Q1: 635,131 shares 635,131 $132M 4.81% -216,656 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900,669 shares; 2024Q4: 651,710 shares; 2025Q1: 636,979 shares; 2025Q2: 491,940 shares; 2025Q3: 563,511 shares; 2025Q4: 543,226 shares; 2026Q1: 459,479 shares 459,479 $128M 4.65% -83,747 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 763,566 shares; 2025Q1: not reported; 2025Q2: 2,286,146 shares; 2025Q3: 1,747,644 shares; 2025Q4: 1,389,295 shares; 2026Q1: 858,929 shares 858,929 $109M 3.95% -530,366 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593,116 shares 593,116 $100M 3.65% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657,830 shares; 2024Q4: 642,364 shares; 2025Q1: 634,314 shares; 2025Q2: 634,062 shares; 2025Q3: 643,428 shares; 2025Q4: 671,134 shares; 2026Q1: 411,724 shares 411,724 $78.1M 2.84% -259,410 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254,817 shares 254,817 $63.9M 2.32% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,939 shares; 2024Q4: 47,040 shares; 2025Q1: 52,700 shares; 2025Q2: 45,275 shares; 2025Q3: 35,804 shares; 2025Q4: 32,394 shares; 2026Q1: 77,332 shares 77,332 $50.5M 1.84% +44,938 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: 239,228 shares; 2024Q4: 217,206 shares; 2025Q1: 207,874 shares; 2025Q2: 203,720 shares; 2025Q3: 201,384 shares; 2025Q4: 178,959 shares; 2026Q1: 109,400 shares 109,400 $31.5M 1.14% -69,559 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: 161,278 shares; 2024Q4: 215,604 shares; 2025Q1: 313,972 shares; 2025Q2: 299,573 shares; 2025Q3: 302,158 shares; 2025Q4: 252,132 shares; 2026Q1: 321,991 shares 321,991 $24.2M 0.88% +69,859 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: 31,341 shares; 2024Q4: 35,822 shares; 2025Q1: 47,696 shares; 2025Q2: 41,874 shares; 2025Q3: 43,066 shares; 2025Q4: 32,751 shares; 2026Q1: 46,305 shares 46,305 $14.9M 0.54% +13,554 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: 44,670 shares; 2024Q4: 44,670 shares; 2025Q1: 44,696 shares; 2025Q2: 44,696 shares; 2025Q3: 44,696 shares; 2025Q4: 41,246 shares; 2026Q1: 32,879 shares 32,879 $14.1M 0.51% -8,367 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: not reported; 2024Q4: 17,100 shares; 2025Q1: 20,150 shares; 2025Q2: 64,220 shares; 2025Q3: 73,510 shares; 2025Q4: 81,970 shares; 2026Q1: 88,420 shares 88,420 $12.2M 0.44% +6,450 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: 10,109 shares; 2024Q4: 26,425 shares; 2025Q1: 59,467 shares; 2025Q2: 68,302 shares; 2025Q3: 88,662 shares; 2025Q4: 101,120 shares; 2026Q1: 111,348 shares 111,348 $11.8M 0.43% +10,228 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: 15,967 shares; 2024Q4: 17,418 shares; 2025Q1: 18,650 shares; 2025Q2: 21,060 shares; 2025Q3: 17,601 shares; 2025Q4: 18,309 shares; 2026Q1: 19,455 shares 19,455 $11.6M 0.42% +1,146 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: 9,986 shares; 2024Q4: 9,808 shares; 2025Q1: not reported; 2025Q2: 10,714 shares; 2025Q3: 11,214 shares; 2025Q4: 10,035 shares; 2026Q1: 18,640 shares 18,640 $8.93M 0.32% +8,605 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 88,667 shares; 2026Q1: 88,667 shares 88,667 $7.1M 0.26% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: not reported; 2025Q4: not reported; 2026Q1: 148,573 shares 148,573 $6.63M 0.24% new Timeline ACWI 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: 6,269 shares; 2024Q4: 6,269 shares; 2025Q1: 15,536 shares; 2025Q2: 19,426 shares; 2025Q3: 20,335 shares; 2025Q4: 11,975 shares; 2026Q1: 42,464 shares 42,464 $5.88M 0.21% +30,489 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 27,583 shares; 2025Q1: 64,521 shares; 2025Q2: 64,521 shares; 2025Q3: 100,436 shares; 2025Q4: 62,258 shares; 2026Q1: 102,100 shares 102,100 $5.81M 0.21% +39,842 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: 10,279 shares; 2024Q4: 10,166 shares; 2025Q1: 10,133 shares; 2025Q2: 9,950 shares; 2025Q3: 10,020 shares; 2025Q4: 9,931 shares; 2026Q1: 9,477 shares 9,477 $5.42M 0.2% -454 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,846 shares; 2025Q1: 82,001 shares; 2025Q2: 90,315 shares; 2025Q3: 101,024 shares; 2025Q4: 98,720 shares; 2026Q1: 113,308 shares 113,308 $5.29M 0.19% +14,588 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: 22,174 shares; 2024Q4: 22,174 shares; 2025Q1: 22,549 shares; 2025Q2: 22,249 shares; 2025Q3: 22,249 shares; 2025Q4: 21,399 shares; 2026Q1: 29,587 shares 29,587 $5.16M 0.19% +8,188 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,553 shares; 2024Q4: 13,551 shares; 2025Q1: not reported; 2025Q2: 11,447 shares; 2025Q3: 11,447 shares; 2025Q4: 11,447 shares; 2026Q1: 14,682 shares 14,682 $4.96M 0.18% +3,235 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,417 shares; 2024Q4: 62,417 shares; 2025Q1: 62,417 shares; 2025Q2: 59,257 shares; 2025Q3: 59,257 shares; 2025Q4: 36,595 shares; 2026Q1: 56,188 shares 56,188 $4.95M 0.18% +19,593 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,815 shares; 2024Q4: 66,155 shares; 2025Q1: 50,655 shares; 2025Q2: 50,655 shares; 2025Q3: 51,795 shares; 2025Q4: 56,405 shares; 2026Q1: 63,800 shares 63,800 $4.92M 0.18% +7,395 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,342 shares; 2025Q1: 73,342 shares; 2025Q2: 89,765 shares; 2025Q3: 101,830 shares; 2025Q4: 110,569 shares; 2026Q1: 126,575 shares 126,575 $4.58M 0.17% +16,006 Timeline VONV 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: 52,083 shares; 2024Q4: 50,748 shares; 2025Q1: 50,748 shares; 2025Q2: 50,748 shares; 2025Q3: 46,261 shares; 2025Q4: 14,534 shares; 2026Q1: 44,595 shares 44,595 $4.18M 0.15% +30,061 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 307 shares; 2026Q1: 985 shares 985 $4.15M 0.15% +678 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,465 shares 33,465 $3.92M 0.14% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,967 shares; 2025Q4: 2,967 shares; 2026Q1: 13,061 shares 13,061 $3.82M 0.14% +10,094 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 8,169 shares; 2025Q1: 8,633 shares; 2025Q2: 9,530 shares; 2025Q3: 9,311 shares; 2025Q4: 7,113 shares; 2026Q1: 12,105 shares 12,105 $3.3M 0.12% +4,992 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,700 shares 3,700 $3.2M 0.12% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,889 shares; 2024Q4: 19,098 shares; 2025Q1: not reported; 2025Q2: 14,014 shares; 2025Q3: 12,650 shares; 2025Q4: 12,105 shares; 2026Q1: 12,488 shares 12,488 $3.17M 0.12% +383 Timeline IVLU 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: 86,144 shares; 2024Q4: 86,144 shares; 2025Q1: 86,144 shares; 2025Q2: 86,144 shares; 2025Q3: 78,114 shares; 2025Q4: 24,961 shares; 2026Q1: 78,114 shares 78,114 $3.1M 0.11% +53,153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,422 shares; 2025Q3: 29,707 shares; 2025Q4: 34,673 shares; 2026Q1: 34,673 shares 34,673 $2.75M 0.1% 0 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: 4,366 shares; 2024Q4: 4,389 shares; 2025Q1: 4,094 shares; 2025Q2: 3,926 shares; 2025Q3: 3,926 shares; 2025Q4: 3,978 shares; 2026Q1: 3,978 shares 3,978 $2.59M 0.09% 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: 4,371 shares; 2024Q4: 4,371 shares; 2025Q1: 4,371 shares; 2025Q2: 4,371 shares; 2025Q3: 4,371 shares; 2025Q4: 4,371 shares; 2026Q1: 3,626 shares 3,626 $2.57M 0.09% -745 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,376 shares 39,376 $2.54M 0.09% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,877 shares; 2024Q4: 15,875 shares; 2025Q1: 15,855 shares; 2025Q2: 15,855 shares; 2025Q3: 15,855 shares; 2025Q4: 14,601 shares; 2026Q1: 14,383 shares 14,383 $2.3M 0.08% -218 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: 282,442 shares; 2024Q4: 268,363 shares; 2025Q1: 252,405 shares; 2025Q2: 9,110 shares; 2025Q3: 8,735 shares; 2025Q4: 8,658 shares; 2026Q1: 8,021 shares 8,021 $2.17M 0.08% -637 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: 7,689 shares; 2024Q4: 7,939 shares; 2025Q1: 5,740 shares; 2025Q2: 5,740 shares; 2025Q3: 5,740 shares; 2025Q4: 5,740 shares; 2026Q1: 5,740 shares 5,740 $2.13M 0.08% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,417 shares; 2025Q1: not reported; 2025Q2: 3,408 shares; 2025Q3: 3,957 shares; 2025Q4: 6,799 shares; 2026Q1: 6,663 shares 6,663 $2.12M 0.08% -136 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: 39,048 shares; 2024Q4: 29,786 shares; 2025Q1: 29,760 shares; 2025Q2: 29,760 shares; 2025Q3: 29,760 shares; 2025Q4: 29,760 shares; 2026Q1: 29,000 shares 29,000 $2.09M 0.08% -760 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: 18,718 shares; 2024Q4: 18,714 shares; 2025Q1: 17,532 shares; 2025Q2: 19,025 shares; 2025Q3: 18,498 shares; 2025Q4: 18,498 shares; 2026Q1: 21,436 shares 21,436 $1.98M 0.07% +2,938 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,815 shares; 2024Q4: 26,939 shares; 2025Q1: 29,801 shares; 2025Q2: 29,801 shares; 2025Q3: 29,801 shares; 2025Q4: 29,801 shares; 2026Q1: 24,984 shares 24,984 $1.65M 0.06% -4,817 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 9,058 shares 9,058 $1.54M 0.06% +6,900 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: 21,503 shares; 2024Q4: 21,503 shares; 2025Q1: 21,503 shares; 2025Q2: 22,886 shares; 2025Q3: 22,886 shares; 2025Q4: 26,518 shares; 2026Q1: 26,518 shares 26,518 $1.43M 0.05% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,087 shares 17,087 $1.42M 0.05% new 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: 23,589 shares; 2024Q4: 23,586 shares; 2025Q1: not reported; 2025Q2: 30,759 shares; 2025Q3: 30,759 shares; 2025Q4: 30,759 shares; 2026Q1: 28,440 shares 28,440 $1.39M 0.05% -2,319 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,816 shares 13,816 $1.3M 0.05% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,422 shares; 2024Q4: 24,777 shares; 2025Q1: 24,777 shares; 2025Q2: 15,246 shares; 2025Q3: 15,543 shares; 2025Q4: 15,543 shares; 2026Q1: 15,543 shares 15,543 $1.29M 0.05% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares 1,363 $1.25M 0.05% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 28,000 shares 28,000 $1.24M 0.05% new 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: 8,955 shares; 2024Q4: 10,009 shares; 2025Q1: 10,009 shares; 2025Q2: 10,009 shares; 2025Q3: 10,009 shares; 2025Q4: 10,009 shares; 2026Q1: 10,009 shares 10,009 $1.24M 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,429 shares 13,429 $1.24M 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,904 shares; 2024Q4: 11,149 shares; 2025Q1: 11,114 shares; 2025Q2: 17,893 shares; 2025Q3: 18,768 shares; 2025Q4: 22,648 shares; 2026Q1: 21,820 shares 21,820 $1.23M 0.04% -828 Timeline SPIB 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: 43,983 shares; 2024Q4: 43,983 shares; 2025Q1: 43,073 shares; 2025Q2: 43,073 shares; 2025Q3: 43,073 shares; 2025Q4: 36,557 shares; 2026Q1: 36,557 shares 36,557 $1.23M 0.04% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,948 shares 7,948 $1.22M 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,668 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,632 shares 1,632 $1.19M 0.04% -32 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,436 shares; 2024Q4: 17,745 shares; 2025Q1: 4,613 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,080 shares 19,080 $1.16M 0.04% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279,801 shares; 2024Q4: 2,202,161 shares; 2025Q1: not reported; 2025Q2: 17,080 shares; 2025Q3: 15,459 shares; 2025Q4: 14,809 shares; 2026Q1: 14,304 shares 14,304 $1.15M 0.04% -505 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly 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: 8,600 shares 8,600 $1.12M 0.04% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 749 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 752 shares 752 $1.11M 0.04% -126 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,237 shares; 2024Q4: 42,308 shares; 2025Q1: 34,022 shares; 2025Q2: 34,022 shares; 2025Q3: 29,508 shares; 2025Q4: 30,759 shares; 2026Q1: 32,203 shares 32,203 $1.06M 0.04% +1,444 Timeline IEI 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: 8,502 shares 8,502 $1.01M 0.04% new 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: 5,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $979K 0.04% 0 Timeline NYF 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: 12,010 shares; 2025Q4: 18,087 shares; 2026Q1: 18,087 shares 18,087 $961K 0.03% 0 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: not reported; 2025Q4: 3,780 shares; 2026Q1: 3,780 shares 3,780 $947K 0.03% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 566 shares; 2026Q1: 501 shares 501 $944K 0.03% -65 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,766 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,166 shares 2,166 $937K 0.03% -54 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 2,092 shares; 2026Q1: 23,092 shares 23,092 $935K 0.03% +21,000 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: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 10,261 shares; 2025Q2: 10,261 shares; 2025Q3: 13,327 shares; 2025Q4: 13,327 shares; 2026Q1: 15,521 shares 15,521 $895K 0.03% +2,194 Timeline CWI 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: 23,790 shares; 2024Q4: 23,790 shares; 2025Q1: 23,790 shares; 2025Q2: 23,790 shares; 2025Q3: 23,790 shares; 2025Q4: 23,790 shares; 2026Q1: 23,790 shares 23,790 $870K 0.03% 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: 16,802 shares; 2024Q4: 16,802 shares; 2025Q1: 16,802 shares; 2025Q2: 16,802 shares; 2025Q3: 16,802 shares; 2025Q4: 14,306 shares; 2026Q1: 14,306 shares 14,306 $852K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 13,089 shares; 2025Q1: 13,089 shares; 2025Q2: 13,089 shares; 2025Q3: 11,596 shares; 2025Q4: 1,692 shares; 2026Q1: 11,596 shares 11,596 $809K 0.03% +9,904 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,797 shares; 2026Q1: 2,311 shares 2,311 $793K 0.03% +514 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,856 shares; 2026Q1: 8,300 shares 8,300 $765K 0.03% +444 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,600 shares 40,600 $751K 0.03% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,100 shares; 2026Q1: 49,120 shares 49,120 $743K 0.03% +23,020 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares; 2026Q1: 2,596 shares 2,596 $737K 0.03% -1,050 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,391 shares; 2025Q1: 2,384 shares; 2025Q2: 2,384 shares; 2025Q3: 2,384 shares; 2025Q4: 3,805 shares; 2026Q1: 3,674 shares 3,674 $697K 0.03% -131 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: 4,209 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,695 shares; 2025Q3: 7,683 shares; 2025Q4: 7,295 shares; 2026Q1: 7,295 shares 7,295 $696K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,017 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares; 2025Q3: 10,647 shares; 2025Q4: 8,442 shares; 2026Q1: 4,175 shares 4,175 $690K 0.03% -4,267 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: not reported; 2024Q4: 910 shares; 2025Q1: 1,508 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 2,765 shares 2,765 $686K 0.02% +1,149 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,783 shares; 2025Q1: 3,773 shares; 2025Q2: 3,533 shares; 2025Q3: 3,533 shares; 2025Q4: 3,533 shares; 2026Q1: 3,425 shares 3,425 $679K 0.02% -108 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,275 shares; 2025Q1: not reported; 2025Q2: 3,266 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares; 2026Q1: 2,813 shares 2,813 $673K 0.02% -86 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,218 shares; 2025Q2: 3,314 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 2,825 shares 2,825 $659K 0.02% -110 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,380 shares; 2025Q4: not reported; 2026Q1: 3,842 shares 3,842 $658K 0.02% new Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $655K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,968 shares; 2025Q1: 4,555 shares; 2025Q2: 6,366 shares; 2025Q3: 5,482 shares; 2025Q4: 5,482 shares; 2026Q1: 5,279 shares 5,279 $651K 0.02% -203 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,299 shares; 2025Q1: not reported; 2025Q2: 2,662 shares; 2025Q3: 3,298 shares; 2025Q4: 3,904 shares; 2026Q1: 3,769 shares 3,769 $646K 0.02% -135 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,789 shares; 2026Q1: 3,251 shares 3,251 $635K 0.02% -538 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,500 shares 16,500 $633K 0.02% new 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: 177 shares; 2024Q4: 177 shares; 2025Q1: not reported; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 1,079 shares 1,079 $623K 0.02% +902 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,124 shares; 2026Q1: 6,124 shares 6,124 $608K 0.02% 0 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares; 2026Q1: 2,062 shares 2,062 $607K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,492 shares; 2025Q1: 5,134 shares; 2025Q2: 6,019 shares; 2025Q3: 6,019 shares; 2025Q4: 6,019 shares; 2026Q1: 5,834 shares 5,834 $600K 0.02% -185 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: 13,848 shares; 2024Q4: 13,848 shares; 2025Q1: 11,343 shares; 2025Q2: 11,343 shares; 2025Q3: 11,343 shares; 2025Q4: 11,343 shares; 2026Q1: 11,343 shares 11,343 $596K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,852 shares; 2024Q4: 11,849 shares; 2025Q1: not reported; 2025Q2: 10,968 shares; 2025Q3: 10,968 shares; 2025Q4: 9,241 shares; 2026Q1: 7,739 shares 7,739 $582K 0.02% -1,502 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 5,997 shares; 2025Q1: 5,997 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $567K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,419 shares; 2025Q2: 13,142 shares; 2025Q3: 5,963 shares; 2025Q4: 5,963 shares; 2026Q1: 5,702 shares 5,702 $565K 0.02% -261 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,355 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares; 2026Q1: 2,304 shares 2,304 $544K 0.02% -45 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,254 shares; 2025Q3: 26,059 shares; 2025Q4: 31,250 shares; 2026Q1: 32,150 shares 32,150 $540K 0.02% +900 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,500 shares 8,500 $538K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,500 shares 18,500 $526K 0.02% new 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: 6,876 shares; 2024Q4: 6,876 shares; 2025Q1: 6,876 shares; 2025Q2: 6,876 shares; 2025Q3: 6,876 shares; 2025Q4: 6,876 shares; 2026Q1: 6,876 shares 6,876 $523K 0.02% 0 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,669 shares; 2026Q1: 20,669 shares 20,669 $520K 0.02% 0 Timeline GEVO GEVO INC More: the full row for GEVO 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: 87,700 shares; 2025Q3: 185,220 shares; 2025Q4: 185,220 shares; 2026Q1: 185,220 shares 185,220 $506K 0.02% 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: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 810 shares 810 $490K 0.02% -100 Timeline IGV 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: 5,840 shares 5,840 $467K 0.02% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $465K 0.02% 0 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: 14,324 shares; 2024Q4: 14,324 shares; 2025Q1: 14,203 shares; 2025Q2: 17,523 shares; 2025Q3: 17,934 shares; 2025Q4: 11,944 shares; 2026Q1: 11,944 shares 11,944 $459K 0.02% 0 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: 2,809 shares; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares 1,766 $432K 0.02% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $422K 0.02% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,770 shares; 2025Q3: not reported; 2025Q4: 8,679 shares; 2026Q1: 8,679 shares 8,679 $419K 0.02% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,234 shares; 2024Q4: 14,234 shares; 2025Q1: 11,215 shares; 2025Q2: 9,441 shares; 2025Q3: 9,441 shares; 2025Q4: 9,441 shares; 2026Q1: 9,441 shares 9,441 $399K 0.01% 0 Timeline BNDW 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: 5,015 shares; 2024Q4: 7,039 shares; 2025Q1: 6,669 shares; 2025Q2: 6,669 shares; 2025Q3: 6,238 shares; 2025Q4: 5,784 shares; 2026Q1: 5,784 shares 5,784 $395K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares; 2026Q1: 3,556 shares 3,556 $385K 0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 3,896 shares; 2025Q1: 3,896 shares; 2025Q2: 3,896 shares; 2025Q3: 3,896 shares; 2025Q4: 2,646 shares; 2026Q1: 2,646 shares 2,646 $382K 0.01% 0 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE 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: not reported; 2025Q4: not reported; 2026Q1: 44,600 shares 44,600 $379K 0.01% new Timeline ESGV 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: 3,328 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares 3,328 $374K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,780 shares 1,780 $362K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,100 shares; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares 2,341 $354K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,646 shares; 2025Q3: 8,646 shares; 2025Q4: 8,646 shares; 2026Q1: 8,646 shares 8,646 $352K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 180 shares 180 $311K 0.01% new 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: 8,658 shares; 2025Q1: 8,658 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $303K 0.01% 0 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,547 shares; 2024Q4: 31,540 shares; 2025Q1: 31,454 shares; 2025Q2: 31,454 shares; 2025Q3: 31,454 shares; 2025Q4: 31,454 shares; 2026Q1: 30,858 shares 30,858 $297K 0.01% -596 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $293K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,774 shares; 2025Q3: 2,595 shares; 2025Q4: 2,405 shares; 2026Q1: 2,405 shares 2,405 $265K 0.01% 0 Timeline SPYD 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: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $259K 0.01% 0 Timeline MVST MICROVAST HOLDINGS INC More: the full row for MICROVAST HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161,114 shares; 2026Q1: 161,114 shares 161,114 $242K 0.01% 0 Timeline VSGX 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: 3,046 shares; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,113 shares; 2025Q3: 3,113 shares; 2025Q4: 3,183 shares; 2026Q1: 3,220 shares 3,220 $231K 0.01% +37 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 21,251 shares; 2026Q1: 21,251 shares 21,251 $230K 0.01% 0 Timeline KXI 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: 3,368 shares; 2024Q4: 3,368 shares; 2025Q1: 3,368 shares; 2025Q2: 3,368 shares; 2025Q3: 3,368 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares 3,368 $226K 0.01% 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $219K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,574 shares; 2024Q4: 12,757 shares; 2025Q1: 12,757 shares; 2025Q2: 15,572 shares; 2025Q3: 15,572 shares; 2025Q4: 15,572 shares; 2026Q1: 4,512 shares 4,512 $215K 0.01% -11,060 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,982 shares; 2024Q4: 12,482 shares; 2025Q1: 12,482 shares; 2025Q2: 12,482 shares; 2025Q3: 12,482 shares; 2025Q4: 12,482 shares; 2026Q1: 5,908 shares 5,908 $209K 0.01% -6,574 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS 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: 9,614 shares; 2025Q4: 9,614 shares; 2026Q1: 9,614 shares 9,614 $209K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $189K 0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY 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: 4,844 shares; 2025Q3: 4,844 shares; 2025Q4: 4,844 shares; 2026Q1: 4,844 shares 4,844 $183K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 6,562 shares; 2025Q1: 5,516 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares 1,645 $179K 0.01% 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: 6,292 shares; 2024Q4: 1,850 shares; 2025Q1: 6,975 shares; 2025Q2: 8,130 shares; 2025Q3: 8,130 shares; 2025Q4: 8,130 shares; 2026Q1: 1,850 shares 1,850 $178K 0.01% -6,280 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,937 shares; 2026Q1: 3,937 shares 3,937 $178K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $168K 0.01% 0 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: not reported; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $165K 0.01% 0 Timeline ARQQ ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,528 shares; 2026Q1: 11,528 shares 11,528 $153K 0.01% 0 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,705 shares; 2026Q1: 18,705 shares 18,705 $152K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 3,625 shares; 2025Q1: 2,039 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 977 shares; 2026Q1: 977 shares 977 $152K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares 1,476 $151K 0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 6,227 shares; 2026Q1: 6,227 shares 6,227 $148K 0.01% 0 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE 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: 49,920 shares; 2026Q1: 49,920 shares 49,920 $144K 0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares; 2026Q1: 1,634 shares 1,634 $141K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975,964 shares; 2024Q4: 1,086,752 shares; 2025Q1: 1,063,338 shares; 2025Q2: 374,489 shares; 2025Q3: 2,565 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares 1,526 $130K <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 6,234 shares; 2026Q1: 6,234 shares 6,234 $129K <0.01% 0 Timeline EVTL VERTICAL AEROSPACE LTD More: the full row for VERTICAL AEROSPACE 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: 55,770 shares 55,770 $123K <0.01% new 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: 630 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $121K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 7,870 shares; 2025Q1: 8,833 shares; 2025Q2: 58,749 shares; 2025Q3: 8,833 shares; 2025Q4: 8,833 shares; 2026Q1: 8,833 shares 8,833 $119K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 16,900 shares; 2026Q1: 16,900 shares 16,900 $116K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 8,047 shares; 2026Q1: 8,047 shares 8,047 $113K <0.01% 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: 6,818 shares; 2024Q4: 6,818 shares; 2025Q1: 6,818 shares; 2025Q2: 6,818 shares; 2025Q3: 11,129 shares; 2025Q4: 1,592 shares; 2026Q1: 1,592 shares 1,592 $105K <0.01% 0 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: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 3,735 shares 3,735 $105K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares 1,842 $105K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $96.1K <0.01% 0 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: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $94.1K <0.01% 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: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $92.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 776 shares; 2026Q1: 776 shares 776 $92K <0.01% 0 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: 1,041,140 shares; 2024Q4: 688,758 shares; 2025Q1: 648,613 shares; 2025Q2: 628,677 shares; 2025Q3: 626,442 shares; 2025Q4: 1,888 shares; 2026Q1: 778 shares 778 $92K <0.01% -1,110 Timeline IEUR 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: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares 1,207 $84.8K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $75K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 4,289 shares; 2025Q3: 4,289 shares; 2025Q4: 4,289 shares; 2026Q1: 4,289 shares 4,289 $73.9K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares 546 $70.1K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $68K <0.01% 0 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 19,080 shares 19,080 $67.5K <0.01% new Timeline CNYA 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: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 1,646 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares 1,646 $56.3K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 811 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876 $54.9K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320,495 shares; 2024Q4: 2,957,035 shares; 2025Q1: 3,179,122 shares; 2025Q2: 3,101,570 shares; 2025Q3: 3,167,115 shares; 2025Q4: 826,875 shares; 2026Q1: 1,591 shares 1,591 $52.8K <0.01% -825,284 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 697 shares 697 $49.9K <0.01% new Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,551 shares; 2025Q1: 2,551 shares; 2025Q2: 2,551 shares; 2025Q3: 2,551 shares; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares 2,551 $48.9K <0.01% 0 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $47.7K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $44.7K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 2,035 shares; 2025Q4: 2,328 shares; 2026Q1: 2,748 shares 2,748 $43.5K <0.01% +420 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204 shares 204 $41.7K <0.01% new Timeline SPIP 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $41.6K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 235 shares 235 $35.3K <0.01% new 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: 9,561 shares; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,481 shares; 2025Q4: 2,481 shares; 2026Q1: 281 shares 281 $35.3K <0.01% -2,200 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: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $33K <0.01% 0 Timeline CALC CALCIMEDICA INC More: the full row for CALCIMEDICA 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: 53,703 shares; 2025Q4: 53,703 shares; 2026Q1: 53,703 shares 53,703 $29K <0.01% 0 Timeline IXC 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: 1,155 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $25.2K <0.01% 0 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares; 2025Q4: 2,292 shares; 2026Q1: 299 shares 299 $22.6K <0.01% -1,993 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $22.5K <0.01% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: 148 shares 148 $21.1K <0.01% -1,451 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: 160 shares; 2024Q4: 378 shares; 2025Q1: 435 shares; 2025Q2: 160 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 160 shares 160 $20K <0.01% -50 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,243 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $18.4K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $15.5K <0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares 4,010 $14.2K <0.01% 0 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares; 2026Q1: 195 shares 195 $11.5K <0.01% -311 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares; 2026Q1: 253 shares 253 $11.5K <0.01% -313 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 87 shares 87 $11.4K <0.01% -363 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 55 shares 55 $11.2K <0.01% -289 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 44 shares 44 $10.9K <0.01% -281 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,497 shares; 2025Q1: 10,497 shares; 2025Q2: 20,490 shares; 2025Q3: 20,490 shares; 2025Q4: 20,490 shares; 2026Q1: 1,479 shares 1,479 $9.8K <0.01% -19,011 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063 shares; 2025Q2: 1,900 shares; 2025Q3: 807 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $9.8K <0.01% 0 Timeline VMET VERSAMET ROYALTIES CORP More: the full row for VERSAMET ROYALTIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $9.51K <0.01% new 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $7.23K <0.01% 0 Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL ENERGY 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: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares 942 $6.15K <0.01% 0 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $5.2K <0.01% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $2.67K <0.01% 0 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $1.76K <0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.62K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.38K <0.01% 0 Timeline MNYWW MONEYHERO LIMITED More: the full row for MONEYHERO 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: not reported; 2026Q1: 4,166 shares 4,166 $354 <0.01% new Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $272 <0.01% 0 Timeline PBM PSYENCE BIOMEDICAL LTD More: the full row for PSYENCE BIOMEDICAL 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: 89 shares 89 $218 <0.01% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $42 <0.01% 0 Timeline EZRA RELIANCE GLOBAL GROUP INC More: the full row for RELIANCE GLOBAL 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: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $25 <0.01% 0 Timeline