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: 113,224 shares; 2024Q4: 80,020 shares; 2025Q1: 127,524 shares; 2025Q2: 121,495 shares; 2025Q3: 137,466 shares; 2025Q4: 140,778 shares; 2026Q1: 140,546 shares 140,546 $61.5M 14.86% -232 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,204 shares; 2024Q4: 213,196 shares; 2025Q1: 326,905 shares; 2025Q2: 220,243 shares; 2025Q3: 238,866 shares; 2025Q4: 282,555 shares; 2026Q1: 280,765 shares 280,765 $20.7M 5% -1,790 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: 24,988 shares; 2024Q4: 21,976 shares; 2025Q1: 25,203 shares; 2025Q2: 32,838 shares; 2025Q3: 55,220 shares; 2025Q4: 88,514 shares; 2026Q1: 94,875 shares 94,875 $18.8M 4.53% +6,361 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,202 shares; 2024Q4: 382,232 shares; 2025Q1: 451,443 shares; 2025Q2: 414,382 shares; 2025Q3: 464,189 shares; 2025Q4: 495,986 shares; 2026Q1: 509,315 shares 509,315 $17.3M 4.18% +13,329 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,971 shares; 2024Q4: 313,248 shares; 2025Q1: 376,015 shares; 2025Q2: 310,344 shares; 2025Q3: 303,519 shares; 2025Q4: 242,398 shares; 2026Q1: 241,407 shares 241,407 $17.1M 4.13% -991 Timeline AOK 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: 388,741 shares; 2026Q1: 396,812 shares 396,812 $15.8M 3.82% +8,071 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: 52,811 shares; 2024Q4: 52,525 shares; 2025Q1: 52,848 shares; 2025Q2: 51,246 shares; 2025Q3: 53,080 shares; 2025Q4: 56,422 shares; 2026Q1: 50,037 shares 50,037 $12.7M 3.06% -6,385 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: 8,754 shares; 2024Q4: 8,951 shares; 2025Q1: 11,221 shares; 2025Q2: 12,535 shares; 2025Q3: 24,901 shares; 2025Q4: 27,670 shares; 2026Q1: 28,426 shares 28,426 $12.4M 2.99% +756 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,939 shares; 2025Q2: 21,770 shares; 2025Q3: 47,253 shares; 2025Q4: 138,358 shares; 2026Q1: 130,580 shares 130,580 $9.87M 2.38% -7,778 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,737 shares; 2024Q4: 250,969 shares; 2025Q1: 252,942 shares; 2025Q2: 153,573 shares; 2025Q3: 126,996 shares; 2025Q4: 136,235 shares; 2026Q1: 137,315 shares 137,315 $8.56M 2.07% +1,080 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,404 shares; 2024Q4: 162,094 shares; 2025Q1: 156,436 shares; 2025Q2: 109,009 shares; 2025Q3: 116,973 shares; 2025Q4: 139,084 shares; 2026Q1: 149,258 shares 149,258 $7.96M 1.92% +10,174 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596,013 shares; 2024Q4: 435,944 shares; 2025Q1: 569,212 shares; 2025Q2: 364,936 shares; 2025Q3: 309,936 shares; 2025Q4: 202,669 shares; 2026Q1: 200,854 shares 200,854 $7.8M 1.88% -1,815 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,682 shares; 2024Q4: 30,095 shares; 2025Q1: 31,340 shares; 2025Q2: 52,215 shares; 2025Q3: 108,450 shares; 2025Q4: 115,777 shares; 2026Q1: 108,326 shares 108,326 $7.38M 1.78% -7,451 Timeline VDC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,857 shares; 2026Q1: 29,621 shares 29,621 $6.65M 1.61% -1,236 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,220 shares; 2024Q4: 264,404 shares; 2025Q1: 213,141 shares; 2025Q2: 167,712 shares; 2025Q3: 145,726 shares; 2025Q4: 130,612 shares; 2026Q1: 130,123 shares 130,123 $6.31M 1.52% -489 Timeline VGSH 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: 61,843 shares; 2024Q4: 99,000 shares; 2025Q1: 83,219 shares; 2025Q2: 84,327 shares; 2025Q3: 100,484 shares; 2025Q4: 96,639 shares; 2026Q1: 101,024 shares 101,024 $5.85M 1.41% +4,385 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,245 shares; 2024Q4: 157,400 shares; 2025Q1: 207,895 shares; 2025Q2: 142,056 shares; 2025Q3: 131,912 shares; 2025Q4: 134,290 shares; 2026Q1: 131,105 shares 131,105 $5.53M 1.33% -3,185 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,059 shares; 2024Q4: 124,862 shares; 2025Q1: 144,667 shares; 2025Q2: 147,868 shares; 2025Q3: 116,273 shares; 2025Q4: 113,501 shares; 2026Q1: 109,032 shares 109,032 $5.52M 1.33% -4,469 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: 10,482 shares; 2024Q4: 8,000 shares; 2025Q1: 12,039 shares; 2025Q2: 10,966 shares; 2025Q3: 10,725 shares; 2025Q4: 8,695 shares; 2026Q1: 8,311 shares 8,311 $4.96M 1.2% -384 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,242 shares; 2024Q4: 531,146 shares; 2025Q1: 437,769 shares; 2025Q2: 260,046 shares; 2025Q3: 171,562 shares; 2025Q4: 142,698 shares; 2026Q1: 129,529 shares 129,529 $4.76M 1.15% -13,169 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: 25,558 shares; 2024Q4: 2,706 shares; 2025Q1: 34,706 shares; 2025Q2: 39,290 shares; 2025Q3: 61,207 shares; 2025Q4: 84,742 shares; 2026Q1: 75,039 shares 75,039 $4.47M 1.08% -9,703 Timeline VDE 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: 839 shares; 2024Q4: 2,306 shares; 2025Q1: 1,609 shares; 2025Q2: 21,720 shares; 2025Q3: 20,870 shares; 2025Q4: 22,317 shares; 2026Q1: 25,710 shares 25,710 $4.45M 1.07% +3,393 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: 3,483 shares; 2024Q4: 2,872 shares; 2025Q1: 4,189 shares; 2025Q2: 5,386 shares; 2025Q3: 12,282 shares; 2025Q4: 15,753 shares; 2026Q1: 16,705 shares 16,705 $4.38M 1.06% +952 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: 15,948 shares; 2024Q4: 9,987 shares; 2025Q1: 15,333 shares; 2025Q2: 18,525 shares; 2025Q3: 19,937 shares; 2025Q4: 16,195 shares; 2026Q1: 18,236 shares 18,236 $3.95M 0.95% +2,041 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,103 shares; 2024Q4: 220,133 shares; 2025Q1: 248,321 shares; 2025Q2: 142,666 shares; 2025Q3: 110,191 shares; 2025Q4: 86,831 shares; 2026Q1: 86,172 shares 86,172 $3.89M 0.94% -659 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,053 shares; 2025Q4: 57,335 shares; 2026Q1: 50,351 shares 50,351 $3.88M 0.94% -6,984 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: 8,219 shares; 2024Q4: 7,714 shares; 2025Q1: 7,944 shares; 2025Q2: 7,635 shares; 2025Q3: 7,986 shares; 2025Q4: 8,734 shares; 2026Q1: 8,067 shares 8,067 $3.84M 0.93% -667 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: 45,300 shares; 2024Q4: 41,907 shares; 2025Q1: 47,314 shares; 2025Q2: 46,885 shares; 2025Q3: 48,526 shares; 2025Q4: 39,861 shares; 2026Q1: 40,208 shares 40,208 $3.54M 0.86% +347 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: 97,659 shares; 2024Q4: 271,096 shares; 2025Q1: 193,646 shares; 2025Q2: 163,836 shares; 2025Q3: 141,989 shares; 2025Q4: 120,268 shares; 2026Q1: 107,236 shares 107,236 $3.29M 0.79% -13,032 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,197 shares; 2024Q4: 61,921 shares; 2025Q1: 58,239 shares; 2025Q2: 48,948 shares; 2025Q3: 48,947 shares; 2025Q4: 47,065 shares; 2026Q1: 46,076 shares 46,076 $3.28M 0.79% -989 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: 3,241 shares; 2024Q4: 3,249 shares; 2025Q1: 3,251 shares; 2025Q2: 3,254 shares; 2025Q3: 3,248 shares; 2025Q4: 3,253 shares; 2026Q1: 3,253 shares 3,253 $3.24M 0.78% 0 Timeline VCR 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: 267 shares; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 9,304 shares; 2025Q3: 10,077 shares; 2025Q4: 8,522 shares; 2026Q1: 8,087 shares 8,087 $2.9M 0.7% -435 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: 8,980 shares; 2024Q4: 9,618 shares; 2025Q1: 9,146 shares; 2025Q2: 12,079 shares; 2025Q3: 14,005 shares; 2025Q4: 11,449 shares; 2026Q1: 13,234 shares 13,234 $2.84M 0.69% +1,785 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,356 shares; 2024Q4: 44,590 shares; 2025Q1: 120,618 shares; 2025Q2: 82,030 shares; 2025Q3: 81,086 shares; 2025Q4: 72,030 shares; 2026Q1: 70,848 shares 70,848 $2.76M 0.67% -1,182 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,095 shares; 2024Q4: 107,365 shares; 2025Q1: 138,516 shares; 2025Q2: 79,853 shares; 2025Q3: 74,500 shares; 2025Q4: 74,480 shares; 2026Q1: 75,389 shares 75,389 $2.69M 0.65% +909 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,407 shares; 2024Q4: 272,002 shares; 2025Q1: 222,139 shares; 2025Q2: 87,676 shares; 2025Q3: 74,852 shares; 2025Q4: 74,124 shares; 2026Q1: 76,791 shares 76,791 $2.69M 0.65% +2,667 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: 1,415 shares; 2024Q4: 1,579 shares; 2025Q1: 3,050 shares; 2025Q2: 6,431 shares; 2025Q3: 8,563 shares; 2025Q4: 9,848 shares; 2026Q1: 13,257 shares 13,257 $2.63M 0.63% +3,409 Timeline VGT 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: 7,639 shares; 2024Q4: 1,008 shares; 2025Q1: 9,344 shares; 2025Q2: 6,433 shares; 2025Q3: 8,561 shares; 2025Q4: 4,209 shares; 2026Q1: 3,452 shares 3,452 $2.41M 0.58% -757 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: 12,344 shares; 2024Q4: 10,353 shares; 2025Q1: 9,239 shares; 2025Q2: 6,757 shares; 2025Q3: 12,534 shares; 2025Q4: 15,585 shares; 2026Q1: 15,625 shares 15,625 $2.16M 0.52% +40 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,437 shares; 2025Q1: 4,239 shares; 2025Q2: 4,529 shares; 2025Q3: 4,355 shares; 2025Q4: 6,423 shares; 2026Q1: 5,781 shares 5,781 $2.04M 0.49% -642 Timeline MGK 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: 705 shares; 2024Q4: 1,291 shares; 2025Q1: 6,779 shares; 2025Q2: 6,018 shares; 2025Q3: 5,992 shares; 2025Q4: 5,239 shares; 2026Q1: 5,413 shares 5,413 $1.99M 0.48% +174 Timeline VUSB 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: 47,953 shares; 2024Q4: 44,044 shares; 2025Q1: 42,340 shares; 2025Q2: 40,835 shares; 2025Q3: 39,549 shares; 2025Q4: 41,852 shares; 2026Q1: 39,752 shares 39,752 $1.98M 0.48% -2,100 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,501 shares; 2024Q4: 178,385 shares; 2025Q1: 164,263 shares; 2025Q2: 96,191 shares; 2025Q3: 69,877 shares; 2025Q4: 53,953 shares; 2026Q1: 46,234 shares 46,234 $1.9M 0.46% -7,719 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,188 shares; 2024Q4: 45,930 shares; 2025Q1: 51,616 shares; 2025Q2: 46,787 shares; 2025Q3: 41,513 shares; 2025Q4: 39,001 shares; 2026Q1: 39,449 shares 39,449 $1.89M 0.46% +448 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: 3,681 shares; 2024Q4: 3,662 shares; 2025Q1: 1,557 shares; 2025Q2: 1,754 shares; 2025Q3: 6,325 shares; 2025Q4: 6,725 shares; 2026Q1: 5,495 shares 5,495 $1.77M 0.43% -1,230 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: 4,858 shares; 2024Q4: 5,439 shares; 2025Q1: 5,959 shares; 2025Q2: 7,479 shares; 2025Q3: 6,333 shares; 2025Q4: 5,429 shares; 2026Q1: 4,745 shares 4,745 $1.76M 0.43% -684 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,164 shares; 2024Q4: 54,801 shares; 2025Q1: 61,107 shares; 2025Q2: 38,942 shares; 2025Q3: 41,361 shares; 2025Q4: 40,639 shares; 2026Q1: 42,659 shares 42,659 $1.73M 0.42% +2,020 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: 17,668 shares; 2024Q4: 8,452 shares; 2025Q1: 14,432 shares; 2025Q2: 11,938 shares; 2025Q3: 10,475 shares; 2025Q4: 8,543 shares; 2026Q1: 7,821 shares 7,821 $1.68M 0.41% -722 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: 11,182 shares; 2024Q4: 11,202 shares; 2025Q1: 10,824 shares; 2025Q2: 10,659 shares; 2025Q3: 10,976 shares; 2025Q4: 10,956 shares; 2026Q1: 10,911 shares 10,911 $1.58M 0.38% -45 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,391 shares; 2025Q1: 1,406 shares; 2025Q2: 1,259 shares; 2025Q3: 13,389 shares; 2025Q4: 23,371 shares; 2026Q1: 31,555 shares 31,555 $1.54M 0.37% +8,184 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: 3,746 shares; 2024Q4: 4,047 shares; 2025Q1: 3,709 shares; 2025Q2: 3,221 shares; 2025Q3: 3,169 shares; 2025Q4: 2,243 shares; 2026Q1: 2,281 shares 2,281 $1.49M 0.36% +38 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: 11,785 shares; 2024Q4: 9,289 shares; 2025Q1: 11,786 shares; 2025Q2: 11,511 shares; 2025Q3: 11,390 shares; 2025Q4: 11,856 shares; 2026Q1: 11,858 shares 11,858 $1.47M 0.36% +2 Timeline ITA 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: 1,987 shares; 2025Q4: 6,473 shares; 2026Q1: 6,441 shares 6,441 $1.41M 0.34% -32 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,762 shares; 2024Q4: 21,280 shares; 2025Q1: 22,336 shares; 2025Q2: 21,494 shares; 2025Q3: 21,097 shares; 2025Q4: 24,781 shares; 2026Q1: 27,700 shares 27,700 $1.38M 0.33% +2,919 Timeline TLH 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: 48,873 shares; 2024Q4: 10,262 shares; 2025Q1: 41,523 shares; 2025Q2: 25,643 shares; 2025Q3: 21,703 shares; 2025Q4: 14,409 shares; 2026Q1: 13,703 shares 13,703 $1.38M 0.33% -706 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: 146 shares; 2024Q4: 50 shares; 2025Q1: 342 shares; 2025Q2: 1,939 shares; 2025Q3: 1,335 shares; 2025Q4: 1,484 shares; 2026Q1: 1,423 shares 1,423 $1.32M 0.32% -61 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: 629 shares; 2024Q4: 634 shares; 2025Q1: 627 shares; 2025Q2: 5 shares; 2025Q3: 17,484 shares; 2025Q4: 15,673 shares; 2026Q1: 17,814 shares 17,814 $1.28M 0.31% +2,141 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 16,511 shares; 2025Q1: 7,980 shares; 2025Q2: 48,639 shares; 2025Q3: 44,019 shares; 2025Q4: 39,130 shares; 2026Q1: 39,376 shares 39,376 $1.27M 0.31% +246 Timeline VGK 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: not reported; 2025Q1: not reported; 2025Q2: 8,724 shares; 2025Q3: 16,610 shares; 2025Q4: 16,713 shares; 2026Q1: 15,074 shares 15,074 $1.24M 0.3% -1,639 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,026 shares; 2024Q4: 39,789 shares; 2025Q1: 39,318 shares; 2025Q2: 38,725 shares; 2025Q3: 41,495 shares; 2025Q4: 41,506 shares; 2026Q1: 41,042 shares 41,042 $1.16M 0.28% -464 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 11,647 shares; 2025Q1: 11,687 shares; 2025Q2: 12,452 shares; 2025Q3: 19,742 shares; 2025Q4: 24,484 shares; 2026Q1: 26,029 shares 26,029 $1.11M 0.27% +1,545 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: 698 shares; 2024Q4: 1,338 shares; 2025Q1: 304 shares; 2025Q2: 5,416 shares; 2025Q3: 4,421 shares; 2025Q4: 6,077 shares; 2026Q1: 5,551 shares 5,551 $1.09M 0.26% -526 Timeline SOXX 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: 457 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 1,470 shares; 2025Q3: 343 shares; 2025Q4: 206 shares; 2026Q1: 3,267 shares 3,267 $1.07M 0.26% +3,061 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: 901 shares; 2024Q4: 670 shares; 2025Q1: 1,070 shares; 2025Q2: 2,579 shares; 2025Q3: 2,024 shares; 2025Q4: 2,327 shares; 2026Q1: 3,566 shares 3,566 $1.06M 0.26% +1,239 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: 22,971 shares; 2024Q4: 47,017 shares; 2025Q1: 45,244 shares; 2025Q2: 45,247 shares; 2025Q3: 45,247 shares; 2025Q4: 45,257 shares; 2026Q1: 42,857 shares 42,857 $1.06M 0.26% -2,400 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: 1,938 shares; 2024Q4: 623 shares; 2025Q1: 3,179 shares; 2025Q2: 10,798 shares; 2025Q3: 13,819 shares; 2025Q4: 7,476 shares; 2026Q1: 6,881 shares 6,881 $1.01M 0.24% -595 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,112 shares; 2024Q4: 4,874 shares; 2025Q1: 4,830 shares; 2025Q2: 4,691 shares; 2025Q3: 4,745 shares; 2025Q4: 5,885 shares; 2026Q1: 6,183 shares 6,183 $964K 0.23% +298 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: 11,301 shares; 2024Q4: 11,849 shares; 2025Q1: 10,007 shares; 2025Q2: 9,974 shares; 2025Q3: 9,967 shares; 2025Q4: 9,980 shares; 2026Q1: 9,964 shares 9,964 $963K 0.23% -16 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: 3,814 shares; 2024Q4: 3,788 shares; 2025Q1: 3,778 shares; 2025Q2: 3,212 shares; 2025Q3: 3,106 shares; 2025Q4: 3,914 shares; 2026Q1: 3,075 shares 3,075 $956K 0.23% -839 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: 9,993 shares; 2024Q4: 10,177 shares; 2025Q1: 9,959 shares; 2025Q2: 10,194 shares; 2025Q3: 10,227 shares; 2025Q4: 12,319 shares; 2026Q1: 12,219 shares 12,219 $929K 0.22% -100 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,093 shares; 2024Q4: 37,812 shares; 2025Q1: 32,069 shares; 2025Q2: 31,947 shares; 2025Q3: 31,469 shares; 2025Q4: 30,889 shares; 2026Q1: 30,823 shares 30,823 $896K 0.22% -66 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 1,223 shares; 2025Q4: 86 shares; 2026Q1: 36 shares 36 $855K 0.21% -50 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: 3,271 shares; 2024Q4: 3,273 shares; 2025Q1: 3,355 shares; 2025Q2: 8,229 shares; 2025Q3: 3,183 shares; 2025Q4: 5,484 shares; 2026Q1: 3,492 shares 3,492 $846K 0.2% -1,992 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: not reported; 2025Q1: 7,960 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,960 shares; 2026Q1: 7,960 shares 7,960 $837K 0.2% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,684 shares; 2024Q4: 105,431 shares; 2025Q1: 107,620 shares; 2025Q2: 49,676 shares; 2025Q3: 41,549 shares; 2025Q4: 34,522 shares; 2026Q1: 35,089 shares 35,089 $830K 0.2% +567 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: 1,380 shares; 2024Q4: 1,493 shares; 2025Q1: 1,092 shares; 2025Q2: 1,973 shares; 2025Q3: 1,782 shares; 2025Q4: 1,490 shares; 2026Q1: 1,431 shares 1,431 $819K 0.2% -59 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,166 shares 10,166 $806K 0.19% new 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: 5,905 shares; 2024Q4: 6,344 shares; 2025Q1: 6,450 shares; 2025Q2: 6,209 shares; 2025Q3: 6,909 shares; 2025Q4: 7,206 shares; 2026Q1: 8,506 shares 8,506 $781K 0.19% +1,300 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 717 shares; 2025Q1: 709 shares; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 713 shares; 2026Q1: 714 shares 714 $778K 0.19% +1 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: 43,999 shares; 2024Q4: 69,218 shares; 2025Q1: 25,216 shares; 2025Q2: 16,899 shares; 2025Q3: 14,533 shares; 2025Q4: 9,756 shares; 2026Q1: 9,349 shares 9,349 $741K 0.18% -407 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: 676 shares; 2024Q4: 677 shares; 2025Q1: 678 shares; 2025Q2: 729 shares; 2025Q3: 741 shares; 2025Q4: 742 shares; 2026Q1: 745 shares 745 $685K 0.17% +3 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 4,720 shares; 2025Q3: 4,743 shares; 2025Q4: 4,694 shares; 2026Q1: 4,721 shares 4,721 $684K 0.17% +27 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,866 shares; 2025Q3: 40,794 shares; 2025Q4: 15,897 shares; 2026Q1: 17,842 shares 17,842 $634K 0.15% +1,945 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,129 shares; 2025Q1: not reported; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares; 2026Q1: 4,546 shares 4,546 $632K 0.15% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 4,079 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 6,258 shares; 2026Q1: 6,784 shares 6,784 $622K 0.15% +526 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 604 shares; 2025Q4: 709 shares; 2026Q1: 900 shares 900 $615K 0.15% +191 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,980 shares; 2024Q4: 7,282 shares; 2025Q1: 13,230 shares; 2025Q2: 4,866 shares; 2025Q3: 21,067 shares; 2025Q4: 15,366 shares; 2026Q1: 17,282 shares 17,282 $585K 0.14% +1,916 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares 1,166 $578K 0.14% 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: 632 shares; 2024Q4: 811 shares; 2025Q1: 681 shares; 2025Q2: 660 shares; 2025Q3: 753 shares; 2025Q4: 877 shares; 2026Q1: 886 shares 886 $577K 0.14% +9 Timeline IYF 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: 2,424 shares; 2026Q1: 4,891 shares 4,891 $576K 0.14% +2,467 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: 3,245 shares; 2024Q4: 3,260 shares; 2025Q1: 3,578 shares; 2025Q2: 2,343 shares; 2025Q3: 2,348 shares; 2025Q4: 4,432 shares; 2026Q1: 2,744 shares 2,744 $568K 0.14% -1,688 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: 4,091 shares; 2024Q4: 4,025 shares; 2025Q1: 1,729 shares; 2025Q2: 1,970 shares; 2025Q3: 2,028 shares; 2025Q4: 1,938 shares; 2026Q1: 1,965 shares 1,965 $565K 0.14% +27 Timeline VFH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,589 shares; 2025Q3: 7,499 shares; 2025Q4: 4,623 shares; 2026Q1: 4,657 shares 4,657 $563K 0.14% +34 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: 495 shares; 2024Q4: 383 shares; 2025Q1: 385 shares; 2025Q2: 387 shares; 2025Q3: 488 shares; 2025Q4: 490 shares; 2026Q1: 3,955 shares 3,955 $538K 0.13% +3,465 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,501 shares 10,501 $538K 0.13% new 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: 330 shares; 2024Q4: 378 shares; 2025Q1: 384 shares; 2025Q2: 486 shares; 2025Q3: 168 shares; 2025Q4: 667 shares; 2026Q1: 736 shares 736 $522K 0.13% +69 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: 6,997 shares; 2024Q4: 2,100 shares; 2025Q1: 2,270 shares; 2025Q2: 2,995 shares; 2025Q3: 16,999 shares; 2025Q4: 2,884 shares; 2026Q1: 11,291 shares 11,291 $498K 0.12% +8,407 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 2,000 shares; 2025Q1: 2,319 shares; 2025Q2: 1,740 shares; 2025Q3: 1,652 shares; 2025Q4: 1,653 shares; 2026Q1: 1,633 shares 1,633 $480K 0.12% -20 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 752 shares; 2025Q1: 1,850 shares; 2025Q2: 2,868 shares; 2025Q3: 2,828 shares; 2025Q4: 1,617 shares; 2026Q1: 1,541 shares 1,541 $466K 0.11% -76 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,288 shares 2,288 $451K 0.11% new Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 14,891 shares 14,891 $431K 0.1% +13,210 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 3,248 shares; 2025Q1: 1,890 shares; 2025Q2: 2,420 shares; 2025Q3: 2,424 shares; 2025Q4: 7,859 shares; 2026Q1: 6,511 shares 6,511 $424K 0.1% -1,348 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 3,267 shares; 2025Q1: 813 shares; 2025Q2: 5,710 shares; 2025Q3: 9,338 shares; 2025Q4: 9,473 shares; 2026Q1: 9,970 shares 9,970 $416K 0.1% +497 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,253 shares; 2024Q4: 24,867 shares; 2025Q1: 24,881 shares; 2025Q2: 24,896 shares; 2025Q3: 20,841 shares; 2025Q4: 20,847 shares; 2026Q1: 18,731 shares 18,731 $414K 0.1% -2,116 Timeline CGMS 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: 1,800 shares; 2024Q4: 2,707 shares; 2025Q1: 6,472 shares; 2025Q2: 6,472 shares; 2025Q3: 11,972 shares; 2025Q4: 15,087 shares; 2026Q1: 15,087 shares 15,087 $411K 0.1% 0 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,513 shares; 2024Q4: 32,540 shares; 2025Q1: 13,589 shares; 2025Q2: 9,562 shares; 2025Q3: 9,144 shares; 2025Q4: 7,455 shares; 2026Q1: 7,374 shares 7,374 $399K 0.1% -81 Timeline VSS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,247 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares 2,594 $378K 0.09% 0 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: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 4,563 shares; 2025Q3: 3,352 shares; 2025Q4: 1,618 shares; 2026Q1: 1,380 shares 1,380 $376K 0.09% -238 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: 535 shares; 2024Q4: 809 shares; 2025Q1: 1,529 shares; 2025Q2: 1,716 shares; 2025Q3: 1,717 shares; 2025Q4: 1,468 shares; 2026Q1: 1,331 shares 1,331 $372K 0.09% -137 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: 296 shares; 2024Q4: 210 shares; 2025Q1: 312 shares; 2025Q2: 968 shares; 2025Q3: 975 shares; 2025Q4: 631 shares; 2026Q1: 633 shares 633 $365K 0.09% +2 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: 1,013 shares; 2024Q4: 7,380 shares; 2025Q1: 3,853 shares; 2025Q2: 3,674 shares; 2025Q3: 3,674 shares; 2025Q4: 3,674 shares; 2026Q1: 3,674 shares 3,674 $365K 0.09% 0 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: 312 shares; 2024Q4: 415 shares; 2025Q1: 384 shares; 2025Q2: 385 shares; 2025Q3: 1,525 shares; 2025Q4: 2,062 shares; 2026Q1: 1,881 shares 1,881 $363K 0.09% -181 Timeline IHI 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: 8,295 shares; 2024Q4: 7,266 shares; 2025Q1: 6,436 shares; 2025Q2: 6,503 shares; 2025Q3: 6,829 shares; 2025Q4: 6,826 shares; 2026Q1: 6,765 shares 6,765 $361K 0.09% -61 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,174 shares; 2025Q1: 2,176 shares; 2025Q2: 2,383 shares; 2025Q3: 2,385 shares; 2025Q4: 2,888 shares; 2026Q1: 2,894 shares 2,894 $348K 0.08% +6 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 4,837 shares; 2025Q1: 3,890 shares; 2025Q2: 3,561 shares; 2025Q3: 3,472 shares; 2025Q4: 3,473 shares; 2026Q1: 3,475 shares 3,475 $342K 0.08% +2 Timeline VOX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,333 shares; 2025Q3: 4,580 shares; 2025Q4: 2,070 shares; 2026Q1: 1,857 shares 1,857 $334K 0.08% -213 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,091 shares; 2024Q4: 33,600 shares; 2025Q1: 28,711 shares; 2025Q2: 10,909 shares; 2025Q3: 7,164 shares; 2025Q4: 6,980 shares; 2026Q1: 6,936 shares 6,936 $332K 0.08% -44 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,647 shares; 2024Q4: 42,936 shares; 2025Q1: 11,025 shares; 2025Q2: 4,754 shares; 2025Q3: 3,570 shares; 2025Q4: 3,613 shares; 2026Q1: 3,623 shares 3,623 $314K 0.08% +10 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 625 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 1,601 shares 1,601 $311K 0.08% +1,001 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: 514 shares; 2024Q4: 160 shares; 2025Q1: 164 shares; 2025Q2: 177 shares; 2025Q3: 199 shares; 2025Q4: 214 shares; 2026Q1: 789 shares 789 $308K 0.07% +575 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 8,712 shares; 2025Q1: 8,630 shares; 2025Q2: 7,775 shares; 2025Q3: 7,795 shares; 2025Q4: 8,914 shares; 2026Q1: 10,204 shares 10,204 $296K 0.07% +1,290 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 3,220 shares 3,220 $290K 0.07% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 3,002 shares 3,002 $290K 0.07% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 10,750 shares; 2025Q1: 10,549 shares; 2025Q2: 10,248 shares; 2025Q3: 9,780 shares; 2025Q4: 9,336 shares; 2026Q1: 9,342 shares 9,342 $289K 0.07% +6 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: 230 shares; 2024Q4: 226 shares; 2025Q1: 233 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 336 shares; 2026Q1: 337 shares 337 $285K 0.07% +1 Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO 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: 5,316 shares; 2025Q4: not reported; 2026Q1: 300,000 shares 300,000 $280K 0.07% new 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: 3,704 shares; 2024Q4: 3,693 shares; 2025Q1: 3,714 shares; 2025Q2: 3,720 shares; 2025Q3: 3,725 shares; 2025Q4: 4,731 shares; 2026Q1: 4,762 shares 4,762 $274K 0.07% +31 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $257K 0.06% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 1,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,618 shares 2,618 $255K 0.06% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 1,932 shares; 2025Q1: 1,968 shares; 2025Q2: 1,975 shares; 2025Q3: 1,983 shares; 2025Q4: 1,992 shares; 2026Q1: 1,914 shares 1,914 $251K 0.06% -78 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,116 shares; 2025Q1: 1,061 shares; 2025Q2: 1,051 shares; 2025Q3: 1,344 shares; 2025Q4: 1,653 shares; 2026Q1: 1,661 shares 1,661 $249K 0.06% +8 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: 108 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 1,069 shares 1,069 $242K 0.06% +669 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 2,175 shares; 2026Q1: 3,944 shares 3,944 $241K 0.06% +1,769 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: 4,193 shares; 2024Q4: 4,134 shares; 2025Q1: 4,250 shares; 2025Q2: 4,061 shares; 2025Q3: 4,087 shares; 2025Q4: 3,615 shares; 2026Q1: 3,643 shares 3,643 $240K 0.06% +28 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: 1,127 shares; 2024Q4: 1,097 shares; 2025Q1: 1,153 shares; 2025Q2: 1,163 shares; 2025Q3: 1,172 shares; 2025Q4: 1,413 shares; 2026Q1: 1,424 shares 1,424 $235K 0.06% +11 Timeline VSDM 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: not reported; 2025Q4: 3,285 shares; 2026Q1: 3,302 shares 3,302 $227K 0.05% +17 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,273 shares; 2025Q1: 5,120 shares; 2025Q2: 5,132 shares; 2025Q3: 4,027 shares; 2025Q4: 4,597 shares; 2026Q1: 4,598 shares 4,598 $225K 0.05% +1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 690 shares; 2025Q4: 691 shares; 2026Q1: 693 shares 693 $221K 0.05% +2 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,676 shares; 2024Q4: 5,446 shares; 2025Q1: 16,783 shares; 2025Q2: 5,852 shares; 2025Q3: 4,242 shares; 2025Q4: 2,949 shares; 2026Q1: 2,959 shares 2,959 $220K 0.05% +10 Timeline PPA 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 885 shares; 2026Q1: 1,198 shares 1,198 $215K 0.05% +313 Timeline SPPP 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: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: not reported; 2025Q4: 8,327 shares; 2026Q1: 13,702 shares 13,702 $213K 0.05% +5,375 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 14,662 shares; 2025Q1: 18,759 shares; 2025Q2: 7,069 shares; 2025Q3: 4,014 shares; 2025Q4: 2,058 shares; 2026Q1: 2,446 shares 2,446 $212K 0.05% +388 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,944 shares; 2025Q1: 2,939 shares; 2025Q2: 2,202 shares; 2025Q3: 2,218 shares; 2025Q4: 2,234 shares; 2026Q1: 2,260 shares 2,260 $210K 0.05% +26 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: 57 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 494 shares; 2025Q4: 496 shares; 2026Q1: 599 shares 599 $206K 0.05% +103 Timeline JXI 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: 2,443 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,366 shares; 2026Q1: 2,366 shares 2,366 $204K 0.05% 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: 1,777 shares; 2024Q4: 1,290 shares; 2025Q1: 1,545 shares; 2025Q2: 1,413 shares; 2025Q3: 1,400 shares; 2025Q4: 817 shares; 2026Q1: 827 shares 827 $202K 0.05% +10 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,346 shares; 2024Q4: 2,344 shares; 2025Q1: 5,300 shares; 2025Q2: 5,220 shares; 2025Q3: 5,275 shares; 2025Q4: 7,275 shares; 2026Q1: 5,344 shares 5,344 $201K 0.05% -1,931 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 216 shares; 2026Q1: 1,953 shares 1,953 $198K 0.05% +1,737 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 2,763 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares; 2026Q1: 1,923 shares 1,923 $196K 0.05% 0 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: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 1,740 shares; 2026Q1: 1,688 shares 1,688 $194K 0.05% -52 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,757 shares; 2025Q1: 4,751 shares; 2025Q2: 4,769 shares; 2025Q3: 4,789 shares; 2025Q4: 4,609 shares; 2026Q1: 4,625 shares 4,625 $190K 0.05% +16 Timeline STCE 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: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 2,485 shares; 2026Q1: 3,650 shares 3,650 $190K 0.05% +1,165 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 506 shares; 2025Q2: 25 shares; 2025Q3: 1,117 shares; 2025Q4: 698 shares; 2026Q1: 607 shares 607 $188K 0.05% -91 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,113 shares; 2025Q1: 1,167 shares; 2025Q2: 550 shares; 2025Q3: 555 shares; 2025Q4: 3,134 shares; 2026Q1: 2,964 shares 2,964 $183K 0.04% -170 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,461 shares; 2024Q4: 31,003 shares; 2025Q1: 24,296 shares; 2025Q2: 6,397 shares; 2025Q3: 4,533 shares; 2025Q4: 2,670 shares; 2026Q1: 3,666 shares 3,666 $183K 0.04% +996 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $183K 0.04% 0 Timeline SUB 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: 3,455 shares; 2024Q4: 4,032 shares; 2025Q1: 3,496 shares; 2025Q2: 1,750 shares; 2025Q3: 1,677 shares; 2025Q4: 1,691 shares; 2026Q1: 1,699 shares 1,699 $181K 0.04% +8 Timeline VNQI 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: not reported; 2025Q1: not reported; 2025Q2: 3,212 shares; 2025Q3: 3,802 shares; 2025Q4: 3,981 shares; 2026Q1: 3,981 shares 3,981 $177K 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 584 shares; 2025Q1: 591 shares; 2025Q2: 1,999 shares; 2025Q3: 573 shares; 2025Q4: 711 shares; 2026Q1: 576 shares 576 $174K 0.04% -135 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 523 shares; 2025Q1: 528 shares; 2025Q2: 530 shares; 2025Q3: 531 shares; 2025Q4: 532 shares; 2026Q1: 533 shares 533 $174K 0.04% +1 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 845 shares; 2025Q1: 850 shares; 2025Q2: 857 shares; 2025Q3: 862 shares; 2025Q4: 868 shares; 2026Q1: 1,487 shares 1,487 $172K 0.04% +619 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 607 shares; 2025Q1: 615 shares; 2025Q2: 661 shares; 2025Q3: 663 shares; 2025Q4: 566 shares; 2026Q1: 568 shares 568 $170K 0.04% +2 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 2,176 shares; 2025Q3: 2,183 shares; 2025Q4: 2,192 shares; 2026Q1: 2,196 shares 2,196 $170K 0.04% +4 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 7,169 shares; 2025Q1: 6,425 shares; 2025Q2: 5,954 shares; 2025Q3: 5,492 shares; 2025Q4: 5,499 shares; 2026Q1: 5,504 shares 5,504 $168K 0.04% +5 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: 2,488 shares; 2024Q4: 3,401 shares; 2025Q1: 2,010 shares; 2025Q2: 2,685 shares; 2025Q3: 1,694 shares; 2025Q4: 7,062 shares; 2026Q1: 3,698 shares 3,698 $164K 0.04% -3,364 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 323 shares 323 $161K 0.04% +250 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,217 shares 2,217 $160K 0.04% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,126 shares; 2025Q1: 3,215 shares; 2025Q2: 2,539 shares; 2025Q3: 2,546 shares; 2025Q4: 2,765 shares; 2026Q1: 3,016 shares 3,016 $151K 0.04% +251 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 683 shares; 2026Q1: 658 shares 658 $151K 0.04% -25 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: 110 shares; 2024Q4: 215 shares; 2025Q1: 205 shares; 2025Q2: 105 shares; 2025Q3: 200 shares; 2025Q4: 2,220 shares; 2026Q1: 1,568 shares 1,568 $151K 0.04% -652 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $144K 0.03% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 127 shares; 2026Q1: 684 shares 684 $142K 0.03% +557 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY 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: 4,750 shares 4,750 $141K 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares 1,240 $140K 0.03% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 821 shares; 2026Q1: 2,900 shares 2,900 $139K 0.03% +2,079 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $130K 0.03% 0 Timeline XME 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: 513 shares; 2024Q4: 510 shares; 2025Q1: 514 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 1,120 shares; 2026Q1: 1,196 shares 1,196 $129K 0.03% +76 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: 4,222 shares; 2024Q4: 6,699 shares; 2025Q1: 4,300 shares; 2025Q2: 4,039 shares; 2025Q3: 4,521 shares; 2025Q4: 4,857 shares; 2026Q1: 4,510 shares 4,510 $127K 0.03% -347 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 161 shares; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 519 shares; 2026Q1: 520 shares 520 $126K 0.03% +1 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: 1,188 shares; 2024Q4: 929 shares; 2025Q1: 952 shares; 2025Q2: 963 shares; 2025Q3: 976 shares; 2025Q4: 1,988 shares; 2026Q1: 2,009 shares 2,009 $122K 0.03% +21 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 466 shares; 2025Q1: 473 shares; 2025Q2: 470 shares; 2025Q3: 465 shares; 2025Q4: 1,110 shares; 2026Q1: 1,242 shares 1,242 $120K 0.03% +132 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,437 shares; 2025Q2: 2,437 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 3,437 shares 3,437 $118K 0.03% +1,000 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: 322 shares; 2024Q4: 758 shares; 2025Q1: 368 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 379 shares; 2026Q1: 358 shares 358 $115K 0.03% -21 Timeline NBIG THEMES ETF TR More: the full row for THEMES 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: 0 shares 0 $114K 0.03% new Amount filed as zero, left out of ratios. Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 1,412 shares; 2025Q3: 1,362 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares 1,314 $114K 0.03% 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: 183 shares; 2024Q4: 180 shares; 2025Q1: 184 shares; 2025Q2: 238 shares; 2025Q3: 237 shares; 2025Q4: 111 shares; 2026Q1: 188 shares 188 $113K 0.03% +77 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: 671 shares; 2024Q4: 683 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 720 shares; 2026Q1: 722 shares 722 $112K 0.03% +2 Timeline MTUM 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: 52 shares; 2024Q4: 86 shares; 2025Q1: 76 shares; 2025Q2: 1,242 shares; 2025Q3: 464 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $112K 0.03% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,001 shares 1,001 $112K 0.03% new 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: 870 shares; 2024Q4: 919 shares; 2025Q1: 842 shares; 2025Q2: 947 shares; 2025Q3: 951 shares; 2025Q4: 840 shares; 2026Q1: 844 shares 844 $111K 0.03% +4 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,422 shares; 2025Q1: 1,528 shares; 2025Q2: 1,633 shares; 2025Q3: 1,739 shares; 2025Q4: 1,830 shares; 2026Q1: 1,864 shares 1,864 $110K 0.03% +34 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: 10 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,732 shares; 2025Q4: 345 shares; 2026Q1: 397 shares 397 $107K 0.03% +52 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares 1,221 $107K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares 1,316 $106K 0.03% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $105K 0.03% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 2,241 shares; 2025Q3: 2,242 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares 2,243 $104K 0.03% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $104K 0.03% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 60 shares; 2025Q3: 560 shares; 2025Q4: 660 shares; 2026Q1: 1,060 shares 1,060 $101K 0.02% +400 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: 435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 850 shares 850 $101K 0.02% +350 Timeline PBF PBF ENERGY INC More: the full row for PBF 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $100K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 502 shares 502 $99.5K 0.02% +302 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,538 shares; 2025Q4: not reported; 2026Q1: 50 shares 50 $99.5K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $98.8K 0.02% 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: 99 shares; 2024Q4: 1,522 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 284 shares; 2025Q4: 627 shares; 2026Q1: 627 shares 627 $94.9K 0.02% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,488 shares; 2025Q2: 1,648 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,638 shares 2,638 $94.7K 0.02% +400 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 392 shares 392 $93.4K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240 $93.3K 0.02% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,255 shares; 2026Q1: 1,226 shares 1,226 $92.7K 0.02% -29 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 75 shares; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $90.4K 0.02% new 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: 1,896 shares; 2024Q4: 1,847 shares; 2025Q1: 1,938 shares; 2025Q2: 1,799 shares; 2025Q3: 1,878 shares; 2025Q4: 1,899 shares; 2026Q1: 7,494 shares 7,494 $90K 0.02% +5,595 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $88.1K 0.02% 0 Timeline IDU 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares 752 $87.3K 0.02% 0 Timeline VIS 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 777 shares; 2025Q3: 657 shares; 2025Q4: 383 shares; 2026Q1: 279 shares 279 $87K 0.02% -104 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: 1,004 shares; 2024Q4: 204 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 251 shares 251 $84.8K 0.02% -251 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $84.5K 0.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 788 shares; 2025Q1: 828 shares; 2025Q2: 834 shares; 2025Q3: 840 shares; 2025Q4: 846 shares; 2026Q1: 767 shares 767 $84.3K 0.02% -79 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: 323 shares; 2024Q4: 672 shares; 2025Q1: 324 shares; 2025Q2: 273 shares; 2025Q3: 484 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $83.8K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 141 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 249 shares; 2025Q4: 1,833 shares; 2026Q1: 514 shares 514 $82.4K 0.02% -1,319 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $81.5K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $78.7K 0.02% 0 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: 323 shares; 2024Q4: 324 shares; 2025Q1: 326 shares; 2025Q2: 328 shares; 2025Q3: 329 shares; 2025Q4: 331 shares; 2026Q1: 332 shares 332 $78.5K 0.02% +1 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: 794 shares; 2024Q4: 2,739 shares; 2025Q1: 2,390 shares; 2025Q2: 2,613 shares; 2025Q3: 3,137 shares; 2025Q4: 3,074 shares; 2026Q1: 3,077 shares 3,077 $77.2K 0.02% +3 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,265 shares; 2025Q2: 6,802 shares; 2025Q3: 4,108 shares; 2025Q4: 910 shares; 2026Q1: 985 shares 985 $76.3K 0.02% +75 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,037 shares; 2024Q4: 32,824 shares; 2025Q1: 4,292 shares; 2025Q2: 2,035 shares; 2025Q3: 1,213 shares; 2025Q4: 2,373 shares; 2026Q1: 2,387 shares 2,387 $75.6K 0.02% +14 Timeline AOR 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: 505 shares; 2026Q1: 1,172 shares 1,172 $75.4K 0.02% +667 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 304 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $74.6K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 669 shares; 2025Q1: 674 shares; 2025Q2: 675 shares; 2025Q3: 676 shares; 2025Q4: 677 shares; 2026Q1: 678 shares 678 $74.3K 0.02% +1 Timeline TDVG 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: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares 1,660 $74.1K 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 921 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $73.6K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,148 shares; 2025Q1: 2,390 shares; 2025Q2: 667 shares; 2025Q3: 567 shares; 2025Q4: 282 shares; 2026Q1: 283 shares 283 $72.7K 0.02% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,268 shares; 2025Q1: 1,108 shares; 2025Q2: 985 shares; 2025Q3: 986 shares; 2025Q4: 987 shares; 2026Q1: 988 shares 988 $71.5K 0.02% +1 Timeline BETR BETTER HOME & FINANCE HOLDIN More: the full row for BETTER HOME & FINANCE HOLDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $71.2K 0.02% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,671 shares; 2026Q1: 1,500 shares 1,500 $70K 0.02% -171 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,413 shares 1,413 $68.5K 0.02% +118 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,582 shares; 2025Q1: 5,325 shares; 2025Q2: 5,709 shares; 2025Q3: 7,085 shares; 2025Q4: 5,756 shares; 2026Q1: 3,299 shares 3,299 $63.7K 0.02% -2,457 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: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 692 shares; 2025Q3: 792 shares; 2025Q4: 3,544 shares; 2026Q1: 798 shares 798 $61.9K 0.01% -2,746 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares 142 $60.5K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 2,975 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares; 2026Q1: 2,343 shares 2,343 $60.1K 0.01% 0 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 210 shares; 2025Q4: 7 shares; 2026Q1: 1,678 shares 1,678 $60K 0.01% +1,671 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,013 shares; 2025Q2: 1,317 shares; 2025Q3: 1,278 shares; 2025Q4: 1,292 shares; 2026Q1: 1,308 shares 1,308 $59.7K 0.01% +16 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,002 shares; 2026Q1: 5,039 shares 5,039 $58.1K 0.01% +37 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 306 shares; 2025Q1: 310 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 196 shares 196 $57K 0.01% +4 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 296 shares; 2026Q1: 297 shares 297 $57K 0.01% +1 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: 404 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 509 shares; 2025Q3: 512 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $56.8K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $56.5K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 213 shares; 2025Q1: 219 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 223 shares; 2026Q1: 224 shares 224 $56.1K 0.01% +1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,225 shares; 2025Q1: 222 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $55.8K 0.01% 0 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: 25 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 500 shares 500 $54.8K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $54.8K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $54.1K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $53.7K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $53.3K 0.01% 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: 1,958 shares; 2024Q4: 3,058 shares; 2025Q1: 1,922 shares; 2025Q2: 498 shares; 2025Q3: 500 shares; 2025Q4: 503 shares; 2026Q1: 505 shares 505 $51.9K 0.01% +2 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares 0 $50.4K 0.01% new Amount filed as zero, left out of ratios. Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,031 shares; 2026Q1: 931 shares 931 $50.4K 0.01% -100 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 235 shares; 2026Q1: 555 shares 555 $50.2K 0.01% +320 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 312 shares; 2025Q1: 313 shares; 2025Q2: 314 shares; 2025Q3: 318 shares; 2025Q4: 319 shares; 2026Q1: 320 shares 320 $49.8K 0.01% +1 Timeline IYH 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: 792 shares; 2024Q4: 157 shares; 2025Q1: 797 shares; 2025Q2: 799 shares; 2025Q3: 802 shares; 2025Q4: 805 shares; 2026Q1: 807 shares 807 $49.8K 0.01% +2 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: 222 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 901 shares; 2025Q4: 917 shares; 2026Q1: 917 shares 917 $49.5K 0.01% 0 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,450 shares 2,450 $49.5K 0.01% new 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $49.1K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 878 shares 878 $48.7K 0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 0 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $48.5K 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: 1,125 shares; 2024Q4: 628 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 439 shares 439 $47.5K 0.01% +219 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,151 shares; 2025Q1: 1,161 shares; 2025Q2: 1,173 shares; 2025Q3: 1,183 shares; 2025Q4: 1,194 shares; 2026Q1: 1,206 shares 1,206 $46.7K 0.01% +12 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 1,713 shares; 2025Q2: 26,178 shares; 2025Q3: 29,817 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares 1,214 $46.6K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $46.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 501 shares 501 $45.8K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 577 shares; 2025Q1: 589 shares; 2025Q2: 405 shares; 2025Q3: 407 shares; 2025Q4: 401 shares; 2026Q1: 403 shares 403 $45.7K 0.01% +2 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares 854 $45.1K 0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,727 shares; 2025Q1: 1,748 shares; 2025Q2: 1,770 shares; 2025Q3: 1,792 shares; 2025Q4: 1,814 shares; 2026Q1: 1,836 shares 1,836 $45.1K 0.01% +22 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: 129 shares; 2024Q4: 126 shares; 2025Q1: 130 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 135 shares 135 $44.2K 0.01% +2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 125 shares 125 $44K 0.01% +100 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 170 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares 223 $42K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 120 shares 120 $41.5K 0.01% +100 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,736 shares; 2025Q1: 1,746 shares; 2025Q2: 1,759 shares; 2025Q3: 1,771 shares; 2025Q4: 1,785 shares; 2026Q1: 1,800 shares 1,800 $40.5K 0.01% +15 Timeline LIDR AEYE INC More: the full row for AEYE 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: 66,175 shares 66,175 $40K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 555 shares; 2025Q1: 518 shares; 2025Q2: 527 shares; 2025Q3: 534 shares; 2025Q4: 492 shares; 2026Q1: 497 shares 497 $39.5K 0.01% +5 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 265 shares; 2025Q3: 266 shares; 2025Q4: 267 shares; 2026Q1: 268 shares 268 $39.1K 0.01% +1 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares 504 $38.7K 0.01% new Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $37.6K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,336 shares; 2025Q1: 1,819 shares; 2025Q2: 188 shares; 2025Q3: 165 shares; 2025Q4: 166 shares; 2026Q1: 172 shares 172 $37.4K 0.01% +6 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404 shares 404 $36.9K 0.01% new 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: 241 shares 241 $36.3K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $34.8K 0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $34.2K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $33.8K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 700 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 200 shares 200 $32.8K 0.01% +50 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 498 shares; 2025Q1: 1,767 shares; 2025Q2: 1,162 shares; 2025Q3: 511 shares; 2025Q4: 512 shares; 2026Q1: 514 shares 514 $32.7K 0.01% +2 Timeline FALN 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: 1,858 shares; 2024Q4: 1,501 shares; 2025Q1: 1,904 shares; 2025Q2: 3,472 shares; 2025Q3: 1,576 shares; 2025Q4: 1,207 shares; 2026Q1: 1,220 shares 1,220 $32.6K 0.01% +13 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $31.8K 0.01% 0 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 200 shares; 2025Q3: 200 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $31K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $30.1K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $29.9K 0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN 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 $29.7K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 500 shares; 2026Q1: 500 shares 500 $29.4K 0.01% 0 Timeline 0 0 More: the full row for 0 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 10,903 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 95 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $29.2K 0.01% 0 OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 544 shares; 2025Q1: 575 shares; 2025Q2: 581 shares; 2025Q3: 586 shares; 2025Q4: 592 shares; 2026Q1: 597 shares 597 $28.7K 0.01% +5 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: 612 shares; 2024Q4: 605 shares; 2025Q1: 623 shares; 2025Q2: 154 shares; 2025Q3: 155 shares; 2025Q4: 156 shares; 2026Q1: 154 shares 154 $28.2K 0.01% -2 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 697 shares; 2025Q1: 704 shares; 2025Q2: 715 shares; 2025Q3: 424 shares; 2025Q4: 430 shares; 2026Q1: 436 shares 436 $28K 0.01% +6 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 333 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $27.9K 0.01% 0 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: 336 shares; 2024Q4: 326 shares; 2025Q1: 341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $27.9K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 4,116 shares; 2025Q2: 521 shares; 2025Q3: 463 shares; 2025Q4: 467 shares; 2026Q1: 428 shares 428 $27.5K 0.01% -39 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $27.4K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128 shares 128 $27.4K 0.01% new Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to 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 $27.3K 0.01% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED 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: not reported; 2026Q1: 422 shares 422 $27.2K 0.01% 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: 398 shares; 2024Q4: 582 shares; 2025Q1: 170 shares; 2025Q2: 1,548 shares; 2025Q3: 1,646 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $26.7K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 500 shares; 2025Q1: 515 shares; 2025Q2: 518 shares; 2025Q3: 521 shares; 2025Q4: 525 shares; 2026Q1: 528 shares 528 $26.7K 0.01% +3 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 500 shares 500 $26.6K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 150 shares; 2026Q1: 250 shares 250 $26.1K 0.01% +100 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $25.9K 0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $25.9K 0.01% new 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: 488 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares 370 $25.8K 0.01% new 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: 1,191 shares; 2024Q4: 1,251 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 758 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $25.7K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 98 shares 98 $25.5K 0.01% +2 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,950 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares 3,227 $24.9K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $24.8K 0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $24.5K 0.01% 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: 1,201 shares; 2024Q4: 1,401 shares; 2025Q1: 1,206 shares; 2025Q2: 1,210 shares; 2025Q3: 1,213 shares; 2025Q4: 5,217 shares; 2026Q1: 850 shares 850 $24.4K 0.01% -4,367 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: 251 shares; 2024Q4: 249 shares; 2025Q1: 318 shares; 2025Q2: 319 shares; 2025Q3: 320 shares; 2025Q4: 321 shares; 2026Q1: 248 shares 248 $24.3K 0.01% -73 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS 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: 800 shares 800 $23.4K 0.01% new Timeline SNWV SANUWAVE HEALTH INC More: the full row for SANUWAVE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $23K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 78 shares 78 $23K 0.01% +51 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191 shares 191 $22.8K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 160 shares; 2025Q1: 161 shares; 2025Q2: 162 shares; 2025Q3: 163 shares; 2025Q4: 164 shares; 2026Q1: 165 shares 165 $22.4K 0.01% +1 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $22.1K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,954 shares; 2024Q4: 11,647 shares; 2025Q1: 9,960 shares; 2025Q2: 3,292 shares; 2025Q3: 3,295 shares; 2025Q4: 3,267 shares; 2026Q1: 1,871 shares 1,871 $21.6K 0.01% -1,396 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: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 300 shares 300 $21.6K 0.01% -100 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $21.1K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 398 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $20.8K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 180 shares; 2026Q1: 180 shares 180 $20.8K 0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 958 shares; 2025Q1: 964 shares; 2025Q2: 972 shares; 2025Q3: 876 shares; 2025Q4: 887 shares; 2026Q1: 893 shares 893 $20.7K 0.01% +6 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: 3,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $20.6K <0.01% 0 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,010 shares; 2026Q1: 6,010 shares 6,010 $20.6K <0.01% -1,000 Timeline TNUK TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to 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: 100 shares; 2026Q1: 800 shares 800 $20.4K <0.01% +700 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $20.1K <0.01% 0 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares 383 $20.1K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,179 shares; 2025Q1: 1,199 shares; 2025Q2: 454 shares; 2025Q3: 457 shares; 2025Q4: 459 shares; 2026Q1: 462 shares 462 $19.9K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 391 shares 391 $19.8K <0.01% +255 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 4,273 shares; 2025Q2: 155 shares; 2025Q3: 1,230 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $19.7K <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: 267 shares; 2024Q4: 256 shares; 2025Q1: 273 shares; 2025Q2: 276 shares; 2025Q3: 279 shares; 2025Q4: 281 shares; 2026Q1: 283 shares 283 $19.6K <0.01% +2 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: 233 shares; 2024Q4: 230 shares; 2025Q1: 235 shares; 2025Q2: 237 shares; 2025Q3: 238 shares; 2025Q4: 239 shares; 2026Q1: 240 shares 240 $19.5K <0.01% +1 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $19.5K <0.01% 0 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares 1,827 $19.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $19.2K <0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $19.1K <0.01% 0 Timeline NAIL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 0 shares 0 $19K <0.01% new Amount filed as zero, left out of ratios. Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $18.8K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 600 shares; 2025Q3: 2,815 shares; 2025Q4: 4,015 shares; 2026Q1: 4,015 shares 4,015 $18.8K <0.01% 0 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: 135 shares; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $18.5K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $18.5K <0.01% 0 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: 112 shares; 2024Q4: 192 shares; 2025Q1: 71 shares; 2025Q2: 32 shares; 2025Q3: 249 shares; 2025Q4: 1,255 shares; 2026Q1: 257 shares 257 $18.3K <0.01% -998 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 839 shares; 2025Q1: 885 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 10,710 shares; 2026Q1: 664 shares 664 $18.2K <0.01% -10,046 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 231 shares; 2025Q1: 241 shares; 2025Q2: 243 shares; 2025Q3: 245 shares; 2025Q4: 247 shares; 2026Q1: 248 shares 248 $17.8K <0.01% +1 Timeline MVAL 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $17.8K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 401 shares; 2025Q1: 101 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $17.4K <0.01% 0 Timeline COTTONWOOD COMMUNITIES I COTTONWOOD COMMUNITIES I More: the full row for COTTONWOOD COMMUNITIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,528 shares 1,528 $17.4K <0.01% 0 SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $17.3K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $17.1K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $17K <0.01% 0 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $17K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 930 shares; 2025Q1: 525 shares; 2025Q2: 1,780 shares; 2025Q3: 375 shares; 2025Q4: 1,575 shares; 2026Q1: 375 shares 375 $17K <0.01% -1,200 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 270 shares 270 $16.9K <0.01% +100 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $16.6K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 237 shares; 2025Q3: 238 shares; 2025Q4: 239 shares; 2026Q1: 139 shares 139 $16.6K <0.01% -100 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $16.5K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $16.1K <0.01% new Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 174 shares; 2025Q1: 154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares 606 $16.1K <0.01% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $15.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $15.8K <0.01% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $15.4K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $15.4K <0.01% 0 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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $15.4K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $15.4K <0.01% new 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: 260 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $15.4K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,120 shares; 2025Q1: 1,132 shares; 2025Q2: 1,168 shares; 2025Q3: 1,159 shares; 2025Q4: 1,107 shares; 2026Q1: 1,115 shares 1,115 $15.1K <0.01% +8 Timeline SNWGF SNOWLINE GOLD CORP COM SHS (CA More: the full row for SNOWLINE GOLD CORP COM SHS (CA Quarterly shares; oldest to 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: 1,500 shares 1,500 $14.9K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 1,024 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $14.9K <0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $14.9K <0.01% 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: 484 shares; 2024Q4: 1,369 shares; 2025Q1: 423 shares; 2025Q2: 50 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $14.9K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $14.7K <0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 1,540 shares; 2025Q4: 1,940 shares; 2026Q1: 2,940 shares 2,940 $14.6K <0.01% +1,000 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 293 shares; 2025Q2: 295 shares; 2025Q3: 296 shares; 2025Q4: 297 shares; 2026Q1: 298 shares 298 $14.5K <0.01% +1 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares 419 $14.5K <0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 41,658 shares; 2025Q3: 18,036 shares; 2025Q4: 1,445 shares; 2026Q1: 1,645 shares 1,645 $14.4K <0.01% +200 Timeline JMEE 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: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $14.4K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 155 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 158 shares 158 $14.4K <0.01% +1 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 363 shares; 2025Q1: 258 shares; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 316 shares; 2026Q1: 320 shares 320 $13.8K <0.01% +4 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $13.7K <0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $13.5K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $13.2K <0.01% 0 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $13.1K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $13K <0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806 $12.8K <0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 251 shares; 2025Q1: 252 shares; 2025Q2: 253 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 256 shares 256 $12.6K <0.01% +2 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 60 shares 60 $12.4K <0.01% +2 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: 50 shares; 2024Q4: 30 shares; 2025Q1: 50 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $12.4K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $12.2K <0.01% 0 Timeline GOVT 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: 507 shares; 2024Q4: 512 shares; 2025Q1: 515 shares; 2025Q2: 520 shares; 2025Q3: 524 shares; 2025Q4: 531 shares; 2026Q1: 534 shares 534 $12.2K <0.01% +3 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $12.2K <0.01% 0 Timeline EADSF AIRBUS SE More: the full row for AIRBUS SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $12.1K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $12.1K <0.01% 0 Timeline XMMO 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: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $12K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 787 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $12K <0.01% 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: 32 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $11.9K <0.01% 0 Timeline DNOW DNOW INC More: the full row for DNOW 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: 1,000 shares 1,000 $11.9K <0.01% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $11.9K <0.01% 0 Timeline QXO QXO INC More: the full row for QXO 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: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $11.8K <0.01% 0 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $11.8K <0.01% new Timeline SCHH 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: 4,712 shares; 2024Q4: 661 shares; 2025Q1: 662 shares; 2025Q2: 528 shares; 2025Q3: 530 shares; 2025Q4: 534 shares; 2026Q1: 535 shares 535 $11.5K <0.01% +1 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.5K <0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $11.3K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 371 shares; 2026Q1: 371 shares 371 $11.1K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $11.1K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $11.1K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $11.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $11.1K <0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $11K <0.01% 0 Timeline BETZ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $10.9K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 100 shares; 2026Q1: 100 shares 100 $10.9K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 160 shares 160 $10.8K <0.01% -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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $10.5K <0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $10.5K <0.01% 0 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: 50 shares; 2025Q3: 200 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $10.3K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 537 shares; 2025Q1: 489 shares; 2025Q2: 327 shares; 2025Q3: 331 shares; 2025Q4: 105 shares; 2026Q1: 106 shares 106 $10.2K <0.01% +1 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $10.1K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $9.97K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO 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: 1,023 shares; 2025Q4: 1,488 shares; 2026Q1: 192 shares 192 $9.52K <0.01% -1,296 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to 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: 3,400 shares; 2026Q1: 3,400 shares 3,400 $9.49K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $9.48K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $9.23K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.1K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $9.09K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $9.08K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $9.03K <0.01% 0 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES 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: 1,000 shares 1,000 $8.98K <0.01% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $8.92K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $8.91K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 85 shares; 2025Q1: 86 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 88 shares 88 $8.79K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 714 shares; 2025Q3: 722 shares; 2025Q4: 105 shares; 2026Q1: 106 shares 106 $8.74K <0.01% +1 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 367 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $8.51K <0.01% 0 Timeline VCEB 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: 127 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 130 shares 130 $8.19K <0.01% -3 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 5,281 shares; 2025Q4: 2,640 shares; 2026Q1: 73 shares 73 $8.13K <0.01% -2,567 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to 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: 525 shares; 2026Q1: 525 shares 525 $8.13K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8.04K <0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7.92K <0.01% 0 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to 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: 120 shares 120 $7.89K <0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 4,027 shares; 2025Q1: 2,899 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $7.89K <0.01% 0 Timeline GWLIF GREAT-WEST LIFECO INC More: the full row for GREAT-WEST LIFECO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $7.87K <0.01% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $7.63K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $7.57K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 30 shares 30 $7.5K <0.01% -5 Timeline RSPG 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $7.44K <0.01% 0 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $7.36K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $7.26K <0.01% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 553 shares; 2026Q1: 553 shares 553 $7.12K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 592 shares; 2025Q1: 594 shares; 2025Q2: 596 shares; 2025Q3: 307 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $7.03K <0.01% 0 Timeline IYW 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: 38 shares; 2026Q1: 38 shares 38 $6.9K <0.01% 0 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $6.88K <0.01% 0 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.85K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $6.68K <0.01% 0 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 432 shares; 2025Q1: 437 shares; 2025Q2: 443 shares; 2025Q3: 451 shares; 2025Q4: 457 shares; 2026Q1: 463 shares 463 $6.63K <0.01% +6 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $6.44K <0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $6.43K <0.01% 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: 339 shares; 2024Q4: 539 shares; 2025Q1: 339 shares; 2025Q2: 251 shares; 2025Q3: 201 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $6.4K <0.01% 0 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: 770 shares; 2024Q4: 770 shares; 2025Q1: 766 shares; 2025Q2: 134 shares; 2025Q3: 684 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $6.12K <0.01% 0 Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 250 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $6.11K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $5.94K <0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 518 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $5.77K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $5.61K <0.01% 0 Timeline QYLD 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: 350 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $5.52K <0.01% 0 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $5.51K <0.01% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $5.5K <0.01% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $5.39K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 212 shares; 2025Q1: 213 shares; 2025Q2: 215 shares; 2025Q3: 217 shares; 2025Q4: 218 shares; 2026Q1: 220 shares 220 $5.39K <0.01% +2 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $5.38K <0.01% 0 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 140 shares 140 $5.35K <0.01% +15 Timeline SPRX LISTED FDS TR More: the full row for LISTED 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: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $5.34K <0.01% 0 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $5.32K <0.01% 0 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: 4,854 shares; 2024Q4: 560 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $5.22K <0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5.18K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 26 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 28 shares 28 $5.14K <0.01% +1 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 336 shares; 2025Q1: 338 shares; 2025Q2: 340 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5.03K <0.01% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to 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: 100 shares 100 $4.99K <0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $4.94K <0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 233 shares; 2025Q1: 235 shares; 2025Q2: 237 shares; 2025Q3: 238 shares; 2025Q4: 240 shares; 2026Q1: 243 shares 243 $4.91K <0.01% +3 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN 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 $4.88K <0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 900 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $4.67K <0.01% 0 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $4.64K <0.01% new 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.64K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $4.63K <0.01% 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: 10 shares; 2024Q4: 146 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $4.59K <0.01% 0 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $4.57K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $4.48K <0.01% 0 Timeline IZEA IZEA WORLDWIDE INC More: the full row for IZEA WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $4.39K <0.01% 0 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4.38K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 154 shares; 2025Q1: 273 shares; 2025Q2: 58 shares; 2025Q3: 18 shares; 2025Q4: 118 shares; 2026Q1: 18 shares 18 $4.38K <0.01% -100 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 53 shares 53 $4.35K <0.01% +1 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 101 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $4.33K <0.01% 0 Timeline