ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,364,740 shares; 2024Q4: 13,364,740 shares; 2025Q1: 13,364,740 shares; 2025Q2: 13,364,740 shares; 2025Q3: 13,364,740 shares; 2025Q4: 13,364,740 shares; 2026Q1: 13,364,740 shares 13,364,740 $1.46B 29.64% 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: 378,685 shares; 2024Q4: 1,965,758 shares; 2025Q1: 1,742,446 shares; 2025Q2: 1,141,246 shares; 2025Q3: 886,372 shares; 2025Q4: 753,512 shares; 2026Q1: 755,968 shares 755,968 $492M 9.99% +2,456 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,247,081 shares; 2024Q4: 9,247,081 shares; 2025Q1: 9,247,081 shares; 2025Q2: 9,247,081 shares; 2025Q3: 9,247,081 shares; 2025Q4: 9,247,081 shares; 2026Q1: 9,247,081 shares 9,247,081 $382M 7.76% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,885 shares; 2024Q4: 399,951 shares; 2025Q1: 429,585 shares; 2025Q2: 477,869 shares; 2025Q3: 514,882 shares; 2025Q4: 546,779 shares; 2026Q1: 590,062 shares 590,062 $254M 5.16% +43,283 Timeline PSNY POLESTAR AUTOMOTIVE HLDG UK More: the full row for POLESTAR AUTOMOTIVE HLDG UK Quarterly 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: 10,341,261 shares 10,341,261 $190M 3.87% new 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: 471,846 shares; 2024Q4: 471,846 shares; 2025Q1: 471,846 shares; 2025Q2: 471,846 shares; 2025Q3: 471,846 shares; 2025Q4: 471,846 shares; 2026Q1: 471,846 shares 471,846 $139M 2.83% 0 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: 956,225 shares; 2024Q4: 1,047,403 shares; 2025Q1: 1,132,463 shares; 2025Q2: 1,202,110 shares; 2025Q3: 1,316,435 shares; 2025Q4: 1,351,604 shares; 2026Q1: 1,353,980 shares 1,353,980 $134M 2.73% +2,376 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: 56,868 shares; 2024Q4: 1,096,861 shares; 2025Q1: 331,104 shares; 2025Q2: 325,412 shares; 2025Q3: 316,381 shares; 2025Q4: 178,626 shares; 2026Q1: 181,766 shares 181,766 $105M 2.13% +3,140 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,012 shares; 2024Q4: 1,718,801 shares; 2025Q1: 747,022 shares; 2025Q2: 4,423,974 shares; 2025Q3: 776,946 shares; 2025Q4: 818,495 shares; 2026Q1: 835,038 shares 835,038 $91M 1.85% +16,543 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: 496,446 shares; 2024Q4: 485,032 shares; 2025Q1: 515,289 shares; 2025Q2: 494,069 shares; 2025Q3: 470,626 shares; 2025Q4: 457,826 shares; 2026Q1: 468,510 shares 468,510 $81.7M 1.66% +10,684 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712,188 shares; 2024Q4: 753,550 shares; 2025Q1: 798,546 shares; 2025Q2: 814,133 shares; 2025Q3: 814,564 shares; 2025Q4: 832,849 shares; 2026Q1: 855,197 shares 855,197 $81.6M 1.66% +22,348 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: 250,439 shares; 2024Q4: 247,592 shares; 2025Q1: 267,355 shares; 2025Q2: 251,423 shares; 2025Q3: 225,305 shares; 2025Q4: 223,344 shares; 2026Q1: 236,896 shares 236,896 $73.3M 1.49% +13,552 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: 214,354 shares; 2024Q4: 221,108 shares; 2025Q1: 242,707 shares; 2025Q2: 255,005 shares; 2025Q3: 261,679 shares; 2025Q4: 241,019 shares; 2026Q1: 254,740 shares 254,740 $73.1M 1.49% +13,721 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: 23,233 shares; 2024Q4: 20,307 shares; 2025Q1: 20,497 shares; 2025Q2: 16,785 shares; 2025Q3: 14,789 shares; 2025Q4: 12,483 shares; 2026Q1: 206,941 shares 206,941 $68M 1.38% +194,458 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: 613,976 shares; 2024Q4: 618,356 shares; 2025Q1: 652,074 shares; 2025Q2: 651,552 shares; 2025Q3: 685,256 shares; 2025Q4: 710,528 shares; 2026Q1: 776,830 shares 776,830 $61.8M 1.26% +66,302 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 396,831 shares; 2025Q1: 462,130 shares; 2025Q2: 470,754 shares; 2025Q3: 439,168 shares; 2025Q4: 462,612 shares; 2026Q1: 490,302 shares 490,302 $60.2M 1.22% +27,690 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,000 shares 128,000 $59.3M 1.21% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843,135 shares; 2024Q4: 828,741 shares; 2025Q1: 861,603 shares; 2025Q2: 900,636 shares; 2025Q3: 1,001,455 shares; 2025Q4: 1,054,258 shares; 2026Q1: 1,039,670 shares 1,039,670 $54.6M 1.11% -14,588 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: 907,930 shares; 2024Q4: 908,264 shares; 2025Q1: 907,930 shares; 2025Q2: 907,950 shares; 2025Q3: 908,502 shares; 2025Q4: 908,216 shares; 2026Q1: 907,930 shares 907,930 $54.6M 1.11% -286 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383,986 shares; 2024Q4: 1,652,814 shares; 2025Q1: 1,916,482 shares; 2025Q2: 2,023,706 shares; 2025Q3: 2,343,356 shares; 2025Q4: 2,545,222 shares; 2026Q1: 1,967,984 shares 1,967,984 $49.2M 1% -577,238 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: 84,931 shares; 2024Q4: 87,555 shares; 2025Q1: 104,398 shares; 2025Q2: 101,821 shares; 2025Q3: 103,065 shares; 2025Q4: 108,493 shares; 2026Q1: 126,985 shares 126,985 $47M 0.96% +18,492 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: 167,035 shares; 2024Q4: 174,521 shares; 2025Q1: 195,749 shares; 2025Q2: 206,983 shares; 2025Q3: 199,347 shares; 2025Q4: 209,985 shares; 2026Q1: 223,139 shares 223,139 $46.5M 0.94% +13,154 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: 62,311 shares; 2024Q4: 63,426 shares; 2025Q1: 70,558 shares; 2025Q2: 72,535 shares; 2025Q3: 70,383 shares; 2025Q4: 75,356 shares; 2026Q1: 80,274 shares 80,274 $45.9M 0.93% +4,918 Timeline MBB 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: 385,559 shares; 2024Q4: 410,733 shares; 2025Q1: 424,188 shares; 2025Q2: 433,948 shares; 2025Q3: 440,388 shares; 2025Q4: 453,542 shares; 2026Q1: 471,752 shares 471,752 $44.8M 0.91% +18,210 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: 94,931 shares; 2024Q4: 102,230 shares; 2025Q1: 124,099 shares; 2025Q2: 126,034 shares; 2025Q3: 127,377 shares; 2025Q4: 132,155 shares; 2026Q1: 143,253 shares 143,253 $42.1M 0.86% +11,098 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,091 shares; 2024Q4: 784,978 shares; 2025Q1: 838,860 shares; 2025Q2: 836,063 shares; 2025Q3: 1,029,518 shares; 2025Q4: 1,150,603 shares; 2026Q1: 1,299,624 shares 1,299,624 $39.4M 0.8% +149,021 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 68,181 shares; 2025Q2: 88,965 shares; 2025Q3: 96,773 shares; 2025Q4: 110,050 shares; 2026Q1: 123,548 shares 123,548 $35.1M 0.71% +13,498 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON 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: 272,238 shares; 2025Q3: 2,765,866 shares; 2025Q4: 2,765,866 shares; 2026Q1: 2,765,866 shares 2,765,866 $29.9M 0.61% 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: not reported; 2024Q4: not reported; 2025Q1: 57,950 shares; 2025Q2: 74,212 shares; 2025Q3: 82,863 shares; 2025Q4: 86,871 shares; 2026Q1: 95,918 shares 95,918 $29M 0.59% +9,047 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: 52,234 shares; 2024Q4: 55,868 shares; 2025Q1: 61,643 shares; 2025Q2: 70,322 shares; 2025Q3: 75,779 shares; 2025Q4: 78,123 shares; 2026Q1: 82,046 shares 82,046 $28.9M 0.59% +3,923 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226,551 shares 226,551 $28.6M 0.58% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,004 shares; 2026Q1: 252,162 shares 252,162 $27.3M 0.55% +62,158 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: 16,695 shares; 2024Q4: 16,843 shares; 2025Q1: 18,682 shares; 2025Q2: 19,422 shares; 2025Q3: 22,330 shares; 2025Q4: 22,515 shares; 2026Q1: 24,697 shares 24,697 $26.9M 0.55% +2,182 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,037 shares; 2024Q4: 86,003 shares; 2025Q1: 101,659 shares; 2025Q2: 113,153 shares; 2025Q3: 104,792 shares; 2025Q4: 112,125 shares; 2026Q1: 130,494 shares 130,494 $25.7M 0.52% +18,369 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: 278,582 shares; 2024Q4: 356,833 shares; 2025Q1: 353,044 shares; 2025Q2: 358,426 shares; 2025Q3: 324,495 shares; 2025Q4: 300,063 shares; 2026Q1: 295,620 shares 295,620 $25.6M 0.52% -4,443 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,049 shares; 2024Q4: 114,106 shares; 2025Q1: 129,866 shares; 2025Q2: 147,826 shares; 2025Q3: 160,846 shares; 2025Q4: 169,255 shares; 2026Q1: 186,525 shares 186,525 $25.6M 0.52% +17,270 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,348 shares; 2025Q1: 19,695 shares; 2025Q2: 20,638 shares; 2025Q3: 20,757 shares; 2025Q4: 22,851 shares; 2026Q1: 25,131 shares 25,131 $24.2M 0.49% +2,280 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,767 shares; 2024Q4: 34,050 shares; 2025Q1: 40,301 shares; 2025Q2: 42,982 shares; 2025Q3: 46,637 shares; 2025Q4: 44,430 shares; 2026Q1: 55,562 shares 55,562 $24M 0.49% +11,132 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: 196,111 shares; 2024Q4: 214,081 shares; 2025Q1: 226,306 shares; 2025Q2: 235,234 shares; 2025Q3: 273,151 shares; 2025Q4: 288,214 shares; 2026Q1: 311,294 shares 311,294 $23.7M 0.48% +23,080 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,810 shares; 2025Q1: 205,642 shares; 2025Q2: 235,481 shares; 2025Q3: 265,781 shares; 2025Q4: 269,875 shares; 2026Q1: 334,764 shares 334,764 $21M 0.43% +64,889 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,392 shares; 2024Q4: 81,969 shares; 2025Q1: 97,709 shares; 2025Q2: 124,612 shares; 2025Q3: 97,449 shares; 2025Q4: 108,790 shares; 2026Q1: 185,685 shares 185,685 $20.5M 0.42% +76,895 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: 15,796 shares; 2024Q4: 15,080 shares; 2025Q1: 15,980 shares; 2025Q2: 16,674 shares; 2025Q3: 25,068 shares; 2025Q4: 27,239 shares; 2026Q1: 28,943 shares 28,943 $20.2M 0.41% +1,704 Timeline BAB 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: 744,630 shares; 2024Q4: 751,977 shares; 2025Q1: 740,957 shares; 2025Q2: 681,581 shares; 2025Q3: 642,085 shares; 2025Q4: 632,708 shares; 2026Q1: 659,038 shares 659,038 $17.8M 0.36% +26,330 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: 649,354 shares; 2024Q4: 642,555 shares; 2025Q1: 665,849 shares; 2025Q2: 666,851 shares; 2025Q3: 691,289 shares; 2025Q4: 713,067 shares; 2026Q1: 671,704 shares 671,704 $15.4M 0.31% -41,363 Timeline IYR 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: 99,627 shares; 2024Q4: 119,699 shares; 2025Q1: 126,934 shares; 2025Q2: 128,337 shares; 2025Q3: 126,333 shares; 2025Q4: 127,151 shares; 2026Q1: 126,057 shares 126,057 $11.9M 0.24% -1,094 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,453 shares; 2024Q4: 14,627 shares; 2025Q1: 20,558 shares; 2025Q2: 19,775 shares; 2025Q3: 18,350 shares; 2025Q4: 17,969 shares; 2026Q1: 20,651 shares 20,651 $10.8M 0.22% +2,682 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: 7,476 shares; 2024Q4: 7,465 shares; 2025Q1: 9,770 shares; 2025Q2: 9,687 shares; 2025Q3: 9,925 shares; 2025Q4: 10,604 shares; 2026Q1: 10,739 shares 10,739 $10.7M 0.22% +135 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: 16,179 shares; 2024Q4: 736,089 shares; 2025Q1: 17,136 shares; 2025Q2: 16,445 shares; 2025Q3: 16,709 shares; 2025Q4: 17,299 shares; 2026Q1: 17,088 shares 17,088 $10.2M 0.21% -211 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: 101,459 shares; 2024Q4: 100,676 shares; 2025Q1: 116,999 shares; 2025Q2: 118,005 shares; 2025Q3: 115,787 shares; 2025Q4: 124,144 shares; 2026Q1: 122,409 shares 122,409 $10.1M 0.21% -1,735 Timeline SGOV 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: 24,773 shares; 2024Q4: 27,274 shares; 2025Q1: 53,356 shares; 2025Q2: 26,060 shares; 2025Q3: 113,466 shares; 2025Q4: 126,933 shares; 2026Q1: 99,566 shares 99,566 $10M 0.2% -27,367 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,754 shares; 2024Q4: 51,270 shares; 2025Q1: 55,070 shares; 2025Q2: 54,471 shares; 2025Q3: 52,711 shares; 2025Q4: 64,377 shares; 2026Q1: 73,001 shares 73,001 $9.4M 0.19% +8,624 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,068 shares; 2024Q4: 121,894 shares; 2025Q1: 117,716 shares; 2025Q2: 117,071 shares; 2025Q3: 125,251 shares; 2025Q4: 122,859 shares; 2026Q1: 114,554 shares 114,554 $9.39M 0.19% -8,305 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: 91,933 shares; 2024Q4: 92,131 shares; 2025Q1: 91,118 shares; 2025Q2: 85,676 shares; 2025Q3: 82,343 shares; 2025Q4: 221,439 shares; 2026Q1: 203,980 shares 203,980 $9.36M 0.19% -17,459 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: 89,491 shares; 2024Q4: 88,349 shares; 2025Q1: 102,367 shares; 2025Q2: 92,355 shares; 2025Q3: 90,172 shares; 2025Q4: 100,653 shares; 2026Q1: 111,871 shares 111,871 $8.87M 0.18% +11,218 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: 33,362 shares; 2024Q4: 40,230 shares; 2025Q1: 42,336 shares; 2025Q2: 50,811 shares; 2025Q3: 59,115 shares; 2025Q4: 64,923 shares; 2026Q1: 67,508 shares 67,508 $7.45M 0.15% +2,585 Timeline VCLT 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: 88,510 shares; 2024Q4: 91,428 shares; 2025Q1: 91,751 shares; 2025Q2: 81,693 shares; 2025Q3: 76,204 shares; 2025Q4: 79,788 shares; 2026Q1: 89,927 shares 89,927 $6.72M 0.14% +10,139 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: 43,652 shares; 2024Q4: 43,297 shares; 2025Q1: 45,839 shares; 2025Q2: 47,876 shares; 2025Q3: 46,546 shares; 2025Q4: 72,359 shares; 2026Q1: 115,405 shares 115,405 $6.55M 0.13% +43,046 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239,835 shares; 2026Q1: 222,888 shares 222,888 $6.43M 0.13% -16,947 Timeline INDA 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: 52,938 shares; 2024Q4: 82,711 shares; 2025Q1: 106,990 shares; 2025Q2: 119,378 shares; 2025Q3: 138,129 shares; 2025Q4: 149,881 shares; 2026Q1: 125,855 shares 125,855 $5.85M 0.12% -24,026 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: 38,998 shares; 2024Q4: 31,868 shares; 2025Q1: 33,336 shares; 2025Q2: 45,917 shares; 2025Q3: 52,429 shares; 2025Q4: 69,329 shares; 2026Q1: 68,526 shares 68,526 $5.32M 0.11% -803 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,502 shares; 2024Q4: 33,600 shares; 2025Q1: 36,031 shares; 2025Q2: 38,219 shares; 2025Q3: 42,927 shares; 2025Q4: 43,826 shares; 2026Q1: 44,654 shares 44,654 $5.3M 0.11% +828 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: 123,217 shares; 2024Q4: 104,704 shares; 2025Q1: 112,855 shares; 2025Q2: 124,200 shares; 2025Q3: 163,004 shares; 2025Q4: 190,203 shares; 2026Q1: 183,447 shares 183,447 $5.15M 0.1% -6,756 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: 48,506 shares; 2024Q4: 50,119 shares; 2025Q1: 50,556 shares; 2025Q2: 44,499 shares; 2025Q3: 43,486 shares; 2025Q4: 50,648 shares; 2026Q1: 59,545 shares 59,545 $4.93M 0.1% +8,897 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,651 shares; 2024Q4: 9,998 shares; 2025Q1: 11,703 shares; 2025Q2: 11,730 shares; 2025Q3: 11,762 shares; 2025Q4: 12,255 shares; 2026Q1: 13,844 shares 13,844 $4.76M 0.1% +1,589 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: 84,865 shares; 2024Q4: 84,336 shares; 2025Q1: 94,624 shares; 2025Q2: 93,825 shares; 2025Q3: 86,615 shares; 2025Q4: 75,779 shares; 2026Q1: 65,967 shares 65,967 $4.13M 0.08% -9,812 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: 24,371 shares; 2024Q4: 23,244 shares; 2025Q1: 24,294 shares; 2025Q2: 24,503 shares; 2025Q3: 25,507 shares; 2025Q4: 19,727 shares; 2026Q1: 20,799 shares 20,799 $4.04M 0.08% +1,072 Timeline IYE 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: 93,443 shares; 2024Q4: 86,112 shares; 2025Q1: 81,283 shares; 2025Q2: 82,709 shares; 2025Q3: 78,414 shares; 2025Q4: 74,296 shares; 2026Q1: 59,629 shares 59,629 $3.86M 0.08% -14,667 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: 26,513 shares; 2024Q4: 24,081 shares; 2025Q1: 22,642 shares; 2025Q2: 20,200 shares; 2025Q3: 23,498 shares; 2025Q4: 24,949 shares; 2026Q1: 24,327 shares 24,327 $3.78M 0.08% -622 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,813 shares; 2024Q4: 19,993 shares; 2025Q1: 22,453 shares; 2025Q2: 23,726 shares; 2025Q3: 26,993 shares; 2025Q4: 28,238 shares; 2026Q1: 26,121 shares 26,121 $3.77M 0.08% -2,117 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: 12,025 shares; 2024Q4: 11,851 shares; 2025Q1: 12,228 shares; 2025Q2: 11,632 shares; 2025Q3: 10,955 shares; 2025Q4: 11,112 shares; 2026Q1: 11,271 shares 11,271 $3.71M 0.08% +159 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $3.55M 0.07% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,801 shares; 2024Q4: 564,860 shares; 2025Q1: 77,707 shares; 2025Q2: 61,128 shares; 2025Q3: 53,114 shares; 2025Q4: 43,411 shares; 2026Q1: 43,902 shares 43,902 $3.51M 0.07% +491 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: 20,239 shares; 2024Q4: 19,337 shares; 2025Q1: 18,920 shares; 2025Q2: 38,836 shares; 2025Q3: 38,149 shares; 2025Q4: 38,029 shares; 2026Q1: 23,595 shares 23,595 $3.44M 0.07% -14,434 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,857 shares; 2024Q4: 12,283 shares; 2025Q1: 17,462 shares; 2025Q2: 19,666 shares; 2025Q3: 20,843 shares; 2025Q4: 23,390 shares; 2026Q1: 26,325 shares 26,325 $3.12M 0.06% +2,935 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: 247,963 shares; 2024Q4: 40,554 shares; 2025Q1: 39,558 shares; 2025Q2: 43,454 shares; 2025Q3: 44,503 shares; 2025Q4: 42,782 shares; 2026Q1: 46,346 shares 46,346 $2.81M 0.06% +3,564 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: 19,534 shares; 2024Q4: 18,121 shares; 2025Q1: 18,816 shares; 2025Q2: 19,398 shares; 2025Q3: 19,503 shares; 2025Q4: 22,652 shares; 2026Q1: 28,704 shares 28,704 $2.63M 0.05% +6,052 Timeline REET 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: 93,743 shares; 2024Q4: 89,232 shares; 2025Q1: 97,007 shares; 2025Q2: 100,850 shares; 2025Q3: 104,303 shares; 2025Q4: 104,810 shares; 2026Q1: 101,296 shares 101,296 $2.55M 0.05% -3,514 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: 98,188 shares; 2024Q4: 90,677 shares; 2025Q1: 86,887 shares; 2025Q2: 84,642 shares; 2025Q3: 83,463 shares; 2025Q4: 85,232 shares; 2026Q1: 84,771 shares 84,771 $2.46M 0.05% -461 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: 48,659 shares; 2024Q4: 162,888 shares; 2025Q1: 179,623 shares; 2025Q2: 142,223 shares; 2025Q3: 127,091 shares; 2025Q4: 110,850 shares; 2026Q1: 73,373 shares 73,373 $2.25M 0.05% -37,477 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,315 shares; 2024Q4: 15,813 shares; 2025Q1: 15,193 shares; 2025Q2: 14,295 shares; 2025Q3: 15,116 shares; 2025Q4: 16,141 shares; 2026Q1: 22,928 shares 22,928 $2.15M 0.04% +6,787 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,392 shares; 2024Q4: 29,270 shares; 2025Q1: 31,778 shares; 2025Q2: 21,922 shares; 2025Q3: 17,836 shares; 2025Q4: 15,638 shares; 2026Q1: 18,540 shares 18,540 $2.03M 0.04% +2,902 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 8,229 shares; 2025Q1: 15,073 shares; 2025Q2: 22,658 shares; 2025Q3: 23,122 shares; 2025Q4: 24,557 shares; 2026Q1: 25,351 shares 25,351 $1.91M 0.04% +794 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: 23,617 shares; 2024Q4: 23,587 shares; 2025Q1: 25,920 shares; 2025Q2: 24,150 shares; 2025Q3: 21,574 shares; 2025Q4: 21,315 shares; 2026Q1: 29,005 shares 29,005 $1.55M 0.03% +7,690 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: 77,273 shares; 2024Q4: 39,637 shares; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares; 2026Q1: 10,145 shares 10,145 $1.4M 0.03% +7,950 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 11,693 shares; 2025Q1: 11,747 shares; 2025Q2: 12,525 shares; 2025Q3: 13,542 shares; 2025Q4: 14,142 shares; 2026Q1: 15,007 shares 15,007 $1.33M 0.03% +865 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: 17,947 shares; 2024Q4: 17,154 shares; 2025Q1: 19,151 shares; 2025Q2: 19,513 shares; 2025Q3: 20,302 shares; 2025Q4: 19,602 shares; 2026Q1: 18,426 shares 18,426 $1.29M 0.03% -1,176 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: 18,394 shares; 2024Q4: 17,138 shares; 2025Q1: 16,824 shares; 2025Q2: 16,688 shares; 2025Q3: 16,727 shares; 2025Q4: 20,988 shares; 2026Q1: 25,207 shares 25,207 $1.27M 0.03% +4,219 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 11,708 shares; 2025Q1: 11,629 shares; 2025Q2: 12,310 shares; 2025Q3: 11,402 shares; 2025Q4: 9,424 shares; 2026Q1: 9,608 shares 9,608 $1.23M 0.02% +184 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,783 shares; 2024Q4: 10,473 shares; 2025Q1: 10,813 shares; 2025Q2: 7,824 shares; 2025Q3: 6,630 shares; 2025Q4: 7,868 shares; 2026Q1: 9,910 shares 9,910 $1.1M 0.02% +2,042 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: 5,726 shares; 2024Q4: 5,565 shares; 2025Q1: 3,986 shares; 2025Q2: 4,336 shares; 2025Q3: 3,930 shares; 2025Q4: 2,670 shares; 2026Q1: 3,416 shares 3,416 $930K 0.02% +746 Timeline WCLD 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: 69,125 shares; 2024Q4: 67,607 shares; 2025Q1: 72,481 shares; 2025Q2: 58,506 shares; 2025Q3: 50,291 shares; 2025Q4: 29,728 shares; 2026Q1: 33,382 shares 33,382 $912K 0.02% +3,654 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: 2,181 shares; 2024Q4: 2,834 shares; 2025Q1: 4,230 shares; 2025Q2: 1,989 shares; 2025Q3: 1,549 shares; 2025Q4: 1,787 shares; 2026Q1: 2,470 shares 2,470 $887K 0.02% +683 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,032 shares; 2024Q4: 6,698 shares; 2025Q1: 6,061 shares; 2025Q2: 7,497 shares; 2025Q3: 6,927 shares; 2025Q4: 4,901 shares; 2026Q1: 4,938 shares 4,938 $834K 0.02% +37 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: 4,765 shares; 2024Q4: 4,838 shares; 2025Q1: 4,192 shares; 2025Q2: 4,206 shares; 2025Q3: 4,186 shares; 2025Q4: 5,695 shares; 2026Q1: 7,851 shares 7,851 $757K 0.02% +2,156 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,607 shares; 2024Q4: 20,609 shares; 2025Q1: 20,592 shares; 2025Q2: 17,808 shares; 2025Q3: 17,697 shares; 2025Q4: 13,454 shares; 2026Q1: 10,564 shares 10,564 $754K 0.02% -2,890 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: 7,430 shares; 2024Q4: 6,464 shares; 2025Q1: 6,392 shares; 2025Q2: 5,069 shares; 2025Q3: 5,751 shares; 2025Q4: 5,717 shares; 2026Q1: 4,827 shares 4,827 $731K 0.01% -890 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,923 shares; 2024Q4: 30,246 shares; 2025Q1: 29,175 shares; 2025Q2: 22,672 shares; 2025Q3: 20,705 shares; 2025Q4: 17,595 shares; 2026Q1: 11,349 shares 11,349 $577K 0.01% -6,246 Timeline FXI 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: 8,918 shares; 2025Q3: 12,637 shares; 2025Q4: 12,667 shares; 2026Q1: 15,000 shares 15,000 $538K 0.01% +2,333 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 1,111 shares; 2025Q4: not reported; 2026Q1: 7,100 shares 7,100 $511K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,800 shares 2,800 $489K 0.01% new 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: 5,586 shares; 2024Q4: 4,612 shares; 2025Q1: 4,857 shares; 2025Q2: 5,245 shares; 2025Q3: 5,318 shares; 2025Q4: 5,430 shares; 2026Q1: 4,044 shares 4,044 $485K 0.01% -1,386 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 24,587 shares; 2025Q1: 20,121 shares; 2025Q2: 17,152 shares; 2025Q3: 17,199 shares; 2025Q4: 16,889 shares; 2026Q1: 12,987 shares 12,987 $483K 0.01% -3,902 Timeline SH 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: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $455K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 976 shares; 2025Q3: 512 shares; 2025Q4: 2,307 shares; 2026Q1: 1,735 shares 1,735 $440K 0.01% -572 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: 19,241 shares; 2024Q4: 19,358 shares; 2025Q1: 10,927 shares; 2025Q2: 9,126 shares; 2025Q3: 9,949 shares; 2025Q4: 8,725 shares; 2026Q1: 6,990 shares 6,990 $403K 0.01% -1,735 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: 2,668 shares; 2024Q4: 2,452 shares; 2025Q1: 2,511 shares; 2025Q2: 2,175 shares; 2025Q3: 1,733 shares; 2025Q4: 1,373 shares; 2026Q1: 1,389 shares 1,389 $362K 0.01% +16 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 14,223 shares; 2025Q1: 14,223 shares; 2025Q2: 14,223 shares; 2025Q3: 16,831 shares; 2025Q4: 16,831 shares; 2026Q1: 16,831 shares 16,831 $361K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,072 shares; 2025Q1: 200 shares; 2025Q2: 402 shares; 2025Q3: 555 shares; 2025Q4: 1,000 shares; 2026Q1: 3,560 shares 3,560 $342K 0.01% +2,560 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 105 shares; 2025Q1: 297 shares; 2025Q2: 88 shares; 2025Q3: 430 shares; 2025Q4: 246 shares; 2026Q1: 840 shares 840 $328K 0.01% +594 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: 16,100 shares; 2024Q4: not reported; 2025Q1: 5,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,235 shares; 2026Q1: 943 shares 943 $319K 0.01% -1,292 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: 3,465 shares; 2024Q4: 2,610 shares; 2025Q1: 1,625 shares; 2025Q2: 710 shares; 2025Q3: 650 shares; 2025Q4: 2,600 shares; 2026Q1: 5,189 shares 5,189 $318K 0.01% +2,589 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,625 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,625 shares 5,625 $317K 0.01% 0 Timeline QCLN 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: 6,518 shares; 2024Q4: 5,587 shares; 2025Q1: 4,633 shares; 2025Q2: 6,284 shares; 2025Q3: 5,859 shares; 2025Q4: 5,641 shares; 2026Q1: 5,876 shares 5,876 $273K 0.01% +235 Timeline EWJ 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: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 3,179 shares; 2025Q2: 3,179 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 3,179 shares 3,179 $268K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $241K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 1,400 shares 1,400 $214K <0.01% +800 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: not reported; 2024Q4: 83 shares; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 800 shares; 2025Q4: 80 shares; 2026Q1: 850 shares 850 $207K <0.01% +770 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,470 shares; 2024Q4: 18,470 shares; 2025Q1: 18,080 shares; 2025Q2: 18,030 shares; 2025Q3: 18,030 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $203K <0.01% 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: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: not reported; 2026Q1: 330 shares 330 $199K <0.01% new 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: 4,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 1,245 shares; 2026Q1: 687 shares 687 $198K <0.01% -558 Timeline IEO 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: 2,023 shares; 2024Q4: 1,998 shares; 2025Q1: 1,955 shares; 2025Q2: 2,005 shares; 2025Q3: 1,990 shares; 2025Q4: 1,958 shares; 2026Q1: 1,562 shares 1,562 $195K <0.01% -396 Timeline IDV 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: 4,141 shares 4,141 $176K <0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: 496 shares; 2025Q4: 719 shares; 2026Q1: 1,114 shares 1,114 $163K <0.01% +395 Timeline SPLV 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: 228 shares; 2024Q4: 228 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 2,168 shares 2,168 $159K <0.01% +1,972 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 996 shares; 2025Q1: 901 shares; 2025Q2: 799 shares; 2025Q3: 706 shares; 2025Q4: 634 shares; 2026Q1: 634 shares 634 $157K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 550 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $151K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $128K <0.01% new Timeline XSOE 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: 2,351 shares; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 3,058 shares; 2025Q4: 3,058 shares; 2026Q1: 3,058 shares 3,058 $123K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 822 shares 822 $121K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares 700 $119K <0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 4,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 500 shares 500 $107K <0.01% -550 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares 938 $105K <0.01% 0 Timeline EAGG 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: 2,196 shares; 2024Q4: 2,196 shares; 2025Q1: 2,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares 2,196 $104K <0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 3,000 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $103K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: not reported; 2025Q1: 3,516 shares; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: 751 shares; 2026Q1: 677 shares 677 $102K <0.01% -74 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: 17,067 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 684 shares; 2025Q4: 468 shares; 2026Q1: 1,268 shares 1,268 $102K <0.01% +800 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: 1,594 shares; 2026Q1: 500 shares 500 $93.3K <0.01% -1,094 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,016 shares 3,016 $75.7K <0.01% new 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: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,543 shares; 2026Q1: 305 shares 305 $74.6K <0.01% -1,238 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $72.7K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 220 shares; 2026Q1: 100 shares 100 $70.8K <0.01% -120 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $68.6K <0.01% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares 2,528 $66.2K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $63K <0.01% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 82 shares; 2026Q1: 500 shares 500 $62.1K <0.01% +418 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $59.6K <0.01% new Timeline XLB 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares 1,186 $59.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $59K <0.01% new Timeline HEZU 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $49.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $48.5K <0.01% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 1,030 shares; 2025Q3: not reported; 2025Q4: 364 shares; 2026Q1: 195 shares 195 $47.3K <0.01% -169 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: 169 shares; 2024Q4: 1,231,987 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 555 shares; 2025Q4: 554 shares; 2026Q1: 817 shares 817 $40.3K <0.01% +263 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $39.8K <0.01% new 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: 322 shares; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 327 shares 327 $38.8K <0.01% -846 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,455 shares; 2025Q1: 5,095 shares; 2025Q2: 4,345 shares; 2025Q3: 2,387 shares; 2025Q4: 2,387 shares; 2026Q1: 705 shares 705 $34.3K <0.01% -1,682 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,142 shares; 2026Q1: 1,226 shares 1,226 $31.7K <0.01% +84 Timeline CHIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 1,547 shares; 2025Q3: 1,632 shares; 2025Q4: 1,682 shares; 2026Q1: 1,562 shares 1,562 $31.1K <0.01% -120 Timeline EMQQ 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: 14 shares; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 789 shares; 2025Q3: 911 shares; 2025Q4: 936 shares; 2026Q1: 876 shares 876 $29K <0.01% -60 Timeline EIDO 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: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 905 shares 905 $14.3K <0.01% +262 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 754 shares; 2025Q1: 371 shares; 2025Q2: 214 shares; 2025Q3: 3,104 shares; 2025Q4: 215 shares; 2026Q1: 100 shares 100 $14K <0.01% -115 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 458,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 72 shares 72 $11.6K <0.01% +69 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $8.09K <0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 66 shares; 2025Q4: 230 shares; 2026Q1: 8 shares 8 $7.36K <0.01% -222 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $4.66K <0.01% 0 Timeline THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares 64 $4.44K <0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares 115 $4.42K <0.01% new Timeline USMV 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 364 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 10 shares 10 $927 <0.01% -349 Timeline