GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80,451 shares; 2025Q1: 78,347 shares; 2025Q2: 84,947 shares; 2025Q3: 83,853 shares; 2025Q4: 81,445 shares; 2026Q1: 82,121 shares; 2026Q2: 81,020 shares 81,020 $29M 2.83% -1,101 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92,199 shares; 2025Q1: 89,159 shares; 2025Q2: 85,850 shares; 2025Q3: 86,233 shares; 2025Q4: 85,079 shares; 2026Q1: 86,477 shares; 2026Q2: 90,357 shares 90,357 $26.1M 2.55% +3,880 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; 2024Q3: restricted; 2024Q4: 217,638 shares; 2025Q1: 213,493 shares; 2025Q2: 214,307 shares; 2025Q3: 213,354 shares; 2025Q4: 208,671 shares; 2026Q1: 211,432 shares; 2026Q2: 208,523 shares 208,523 $24.5M 2.39% -2,909 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204,516 shares; 2025Q1: 191,587 shares; 2025Q2: 160,564 shares; 2025Q3: 152,789 shares; 2025Q4: 262,628 shares; 2026Q1: 250,901 shares; 2026Q2: 239,602 shares 239,602 $23.2M 2.26% -11,299 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,783 shares; 2025Q1: 29,300 shares; 2025Q2: 31,703 shares; 2025Q3: 40,204 shares; 2025Q4: 39,604 shares; 2026Q1: 38,554 shares; 2026Q2: 35,903 shares 35,903 $23M 2.25% -2,651 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204,253 shares; 2025Q1: 207,582 shares; 2025Q2: 208,751 shares; 2025Q3: 217,110 shares; 2025Q4: 227,898 shares; 2026Q1: 228,310 shares; 2026Q2: 233,281 shares 233,281 $21.4M 2.09% +4,971 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,088 shares; 2025Q1: 62,847 shares; 2025Q2: 62,507 shares; 2025Q3: 60,862 shares; 2025Q4: 61,066 shares; 2026Q1: 56,765 shares; 2026Q2: 56,630 shares 56,630 $21.1M 2.06% -135 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 163,184 shares; 2025Q1: 162,275 shares; 2025Q2: 163,308 shares; 2025Q3: 170,530 shares; 2025Q4: 176,053 shares; 2026Q1: 174,026 shares; 2026Q2: 346,834 shares 346,834 $19.5M 1.9% +172,808 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; 2024Q3: restricted; 2024Q4: 55,526 shares; 2025Q1: 53,926 shares; 2025Q2: 47,461 shares; 2025Q3: 47,402 shares; 2025Q4: 93,415 shares; 2026Q1: 93,819 shares; 2026Q2: 96,147 shares 96,147 $18.3M 1.79% +2,328 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,936 shares; 2025Q1: 47,577 shares; 2025Q2: 48,978 shares; 2025Q3: 47,915 shares; 2025Q4: 49,534 shares; 2026Q1: 49,847 shares; 2026Q2: 51,196 shares 51,196 $17.6M 1.72% +1,349 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; 2024Q3: restricted; 2024Q4: 10,936 shares; 2025Q1: 10,935 shares; 2025Q2: 11,001 shares; 2025Q3: 11,038 shares; 2025Q4: 10,925 shares; 2026Q1: 11,687 shares; 2026Q2: 12,363 shares 12,363 $16.8M 1.64% +676 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,370 shares; 2025Q1: 62,799 shares; 2025Q2: 65,537 shares; 2025Q3: 71,201 shares; 2025Q4: 69,951 shares; 2026Q1: 64,917 shares; 2026Q2: 63,494 shares 63,494 $16.1M 1.57% -1,423 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,257 shares; 2025Q1: 51,024 shares; 2025Q2: 51,205 shares; 2025Q3: 51,305 shares; 2025Q4: 51,848 shares; 2026Q1: 51,726 shares; 2026Q2: 50,810 shares 50,810 $16M 1.56% -916 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 143,665 shares; 2025Q1: 139,964 shares; 2025Q2: 144,620 shares; 2025Q3: 139,763 shares; 2025Q4: 249,142 shares; 2026Q1: 232,286 shares; 2026Q2: 228,618 shares 228,618 $15.4M 1.5% -3,668 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,911 shares; 2025Q1: 42,162 shares; 2025Q2: 45,238 shares; 2025Q3: 47,982 shares; 2025Q4: 51,282 shares; 2026Q1: 58,003 shares; 2026Q2: 59,705 shares 59,705 $15M 1.47% +1,702 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138,108 shares; 2025Q1: 131,716 shares; 2025Q2: 128,687 shares; 2025Q3: 128,743 shares; 2025Q4: 129,219 shares; 2026Q1: 130,385 shares; 2026Q2: 129,229 shares 129,229 $14.6M 1.43% -1,156 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 192,528 shares; 2025Q1: 194,239 shares; 2025Q2: 191,474 shares; 2025Q3: 192,530 shares; 2025Q4: 190,502 shares; 2026Q1: 190,213 shares; 2026Q2: 187,697 shares 187,697 $14.5M 1.41% -2,516 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,065 shares; 2025Q1: 27,824 shares; 2025Q2: 26,980 shares; 2025Q3: 27,355 shares; 2025Q4: 27,916 shares; 2026Q1: 27,945 shares; 2026Q2: 27,746 shares 27,746 $14.3M 1.39% -199 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; 2024Q3: restricted; 2024Q4: 32,303 shares; 2025Q1: 37,149 shares; 2025Q2: 61,455 shares; 2025Q3: 71,807 shares; 2025Q4: 89,591 shares; 2026Q1: 98,684 shares; 2026Q2: 128,684 shares 128,684 $13.3M 1.3% +30,000 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,118 shares; 2025Q1: 34,767 shares; 2025Q2: 35,377 shares; 2025Q3: 34,237 shares; 2025Q4: 32,594 shares; 2026Q1: 32,595 shares; 2026Q2: 34,043 shares 34,043 $12.9M 1.26% +1,448 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,544 shares; 2025Q1: 10,259 shares; 2025Q2: 11,028 shares; 2025Q3: 11,051 shares; 2025Q4: 11,535 shares; 2026Q1: 12,138 shares; 2026Q2: 12,835 shares 12,835 $12.3M 1.21% +697 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,079 shares; 2025Q1: 17,183 shares; 2025Q2: 15,962 shares; 2025Q3: 16,527 shares; 2025Q4: 16,344 shares; 2026Q1: 15,837 shares; 2026Q2: 16,247 shares 16,247 $12.3M 1.2% +410 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; 2024Q3: restricted; 2024Q4: 193,527 shares; 2025Q1: 205,319 shares; 2025Q2: 233,282 shares; 2025Q3: 242,237 shares; 2025Q4: 228,072 shares; 2026Q1: 224,603 shares; 2026Q2: 225,984 shares 225,984 $12.1M 1.18% +1,381 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,153 shares; 2025Q1: 39,541 shares; 2025Q2: 40,825 shares; 2025Q3: 41,343 shares; 2025Q4: 42,292 shares; 2026Q1: 42,890 shares; 2026Q2: 42,433 shares 42,433 $11.8M 1.15% -457 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; 2024Q3: restricted; 2024Q4: 102,623 shares; 2025Q1: 118,419 shares; 2025Q2: 132,095 shares; 2025Q3: 140,474 shares; 2025Q4: 147,960 shares; 2026Q1: 159,465 shares; 2026Q2: 164,586 shares 164,586 $11.2M 1.1% +5,121 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 164,787 shares; 2025Q1: 175,177 shares; 2025Q2: 169,898 shares; 2025Q3: 174,371 shares; 2025Q4: 190,774 shares; 2026Q1: 210,516 shares; 2026Q2: 221,722 shares 221,722 $11.2M 1.1% +11,206 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; 2024Q3: restricted; 2024Q4: 20,204 shares; 2025Q1: 19,795 shares; 2025Q2: 21,575 shares; 2025Q3: 23,696 shares; 2025Q4: 24,519 shares; 2026Q1: 20,932 shares; 2026Q2: 26,164 shares 26,164 $10.9M 1.06% +5,232 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,512 shares; 2025Q1: 137,251 shares; 2025Q2: 139,276 shares; 2025Q3: 141,024 shares; 2025Q4: 139,037 shares; 2026Q1: 137,654 shares; 2026Q2: 126,900 shares 126,900 $10.6M 1.04% -10,754 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; 2024Q3: restricted; 2024Q4: 22,658 shares; 2025Q1: 22,071 shares; 2025Q2: 23,638 shares; 2025Q3: 24,885 shares; 2025Q4: 26,368 shares; 2026Q1: 28,289 shares; 2026Q2: 29,333 shares 29,333 $10.4M 1.01% +1,044 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,562 shares; 2025Q1: 25,180 shares; 2025Q2: 25,687 shares; 2025Q3: 25,688 shares; 2025Q4: 26,697 shares; 2026Q1: 27,113 shares; 2026Q2: 28,421 shares 28,421 $10.3M 1% +1,308 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; 2024Q3: restricted; 2024Q4: 29,401 shares; 2025Q1: 29,736 shares; 2025Q2: 30,235 shares; 2025Q3: 30,305 shares; 2025Q4: 29,747 shares; 2026Q1: 30,279 shares; 2026Q2: 29,301 shares 29,301 $10.1M 0.99% -978 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,074 shares; 2025Q1: 52,409 shares; 2025Q2: 57,852 shares; 2025Q3: 72,469 shares; 2025Q4: 73,398 shares; 2026Q1: 72,354 shares; 2026Q2: 71,194 shares 71,194 $9.94M 0.97% -1,160 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,026 shares; 2025Q1: 63,934 shares; 2025Q2: 35,756 shares; 2025Q3: 39,789 shares; 2025Q4: 57,060 shares; 2026Q1: 61,124 shares; 2026Q2: 62,038 shares 62,038 $9.84M 0.96% +914 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,867 shares; 2026Q2: 96,660 shares 96,660 $9.73M 0.95% -84,207 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; 2024Q3: restricted; 2024Q4: 89,652 shares; 2025Q1: 90,907 shares; 2025Q2: 40,483 shares; 2025Q3: 49,153 shares; 2025Q4: 118,202 shares; 2026Q1: 169,584 shares; 2026Q2: 182,863 shares 182,863 $9.71M 0.95% +13,279 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 133,914 shares; 2025Q1: 150,032 shares; 2025Q2: 151,484 shares; 2025Q3: 161,028 shares; 2025Q4: 181,155 shares; 2026Q1: 195,919 shares; 2026Q2: 207,262 shares 207,262 $9.71M 0.95% +11,343 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,386 shares; 2025Q1: 76,590 shares; 2025Q2: 76,455 shares; 2025Q3: 76,079 shares; 2025Q4: 77,968 shares; 2026Q1: 77,832 shares; 2026Q2: 80,117 shares 80,117 $9.39M 0.92% +2,285 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; 2024Q3: restricted; 2024Q4: 40,440 shares; 2025Q1: 40,008 shares; 2025Q2: 40,021 shares; 2025Q3: 40,819 shares; 2025Q4: 42,640 shares; 2026Q1: 45,969 shares; 2026Q2: 41,701 shares 41,701 $9.19M 0.9% -4,268 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 73,593 shares; 2025Q1: 77,697 shares; 2025Q2: 165,989 shares; 2025Q3: 162,413 shares; 2025Q4: 164,948 shares; 2026Q1: 173,120 shares; 2026Q2: 187,389 shares 187,389 $9M 0.88% +14,269 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; 2024Q3: restricted; 2024Q4: 36,226 shares; 2025Q1: 19,758 shares; 2025Q2: 20,182 shares; 2025Q3: 37,064 shares; 2025Q4: 84,998 shares; 2026Q1: 145,903 shares; 2026Q2: 176,882 shares 176,882 $8.99M 0.88% +30,979 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; 2024Q3: restricted; 2024Q4: 71,089 shares; 2025Q1: 71,776 shares; 2025Q2: 44,456 shares; 2025Q3: 45,464 shares; 2025Q4: 44,609 shares; 2026Q1: 46,643 shares; 2026Q2: 47,647 shares 47,647 $8.83M 0.86% +1,004 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; 2024Q3: restricted; 2024Q4: 69,512 shares; 2025Q1: 65,168 shares; 2025Q2: 73,697 shares; 2025Q3: 83,166 shares; 2025Q4: 179,681 shares; 2026Q1: 184,368 shares; 2026Q2: 190,022 shares 190,022 $8.62M 0.84% +5,654 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,498 shares; 2025Q1: 2,508 shares; 2025Q2: 2,549 shares; 2025Q3: 2,557 shares; 2025Q4: 2,701 shares; 2026Q1: 2,708 shares; 2026Q2: 2,666 shares 2,666 $8.52M 0.83% -42 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; 2024Q3: restricted; 2024Q4: 19,377 shares; 2025Q1: 21,489 shares; 2025Q2: 20,925 shares; 2025Q3: 22,591 shares; 2025Q4: 24,036 shares; 2026Q1: 26,042 shares; 2026Q2: 31,097 shares 31,097 $8.46M 0.83% +5,055 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,792 shares; 2025Q1: 58,794 shares; 2025Q2: 52,511 shares; 2025Q3: 54,399 shares; 2025Q4: 59,572 shares; 2026Q1: 62,666 shares; 2026Q2: 61,802 shares 61,802 $8.37M 0.82% -864 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103,700 shares; 2025Q1: 105,706 shares; 2025Q2: 108,213 shares; 2025Q3: 112,085 shares; 2025Q4: 114,747 shares; 2026Q1: 112,770 shares; 2026Q2: 92,196 shares 92,196 $8.37M 0.82% -20,574 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,034 shares; 2025Q1: 53,359 shares; 2025Q2: 63,908 shares; 2025Q3: 69,619 shares; 2025Q4: 74,108 shares; 2026Q1: 107,724 shares; 2026Q2: 131,910 shares 131,910 $8.23M 0.8% +24,186 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; 2024Q3: restricted; 2024Q4: 96,492 shares; 2025Q1: 97,682 shares; 2025Q2: 100,330 shares; 2025Q3: 99,664 shares; 2025Q4: 100,957 shares; 2026Q1: 99,127 shares; 2026Q2: 100,394 shares 100,394 $8.16M 0.8% +1,267 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,271 shares; 2025Q1: 39,602 shares; 2025Q2: 21,655 shares; 2025Q3: 26,927 shares; 2025Q4: 34,845 shares; 2026Q1: 37,499 shares; 2026Q2: 42,261 shares 42,261 $8.04M 0.78% +4,762 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,746 shares; 2025Q1: 27,955 shares; 2025Q2: 28,507 shares; 2025Q3: 28,841 shares; 2025Q4: 29,554 shares; 2026Q1: 30,301 shares; 2026Q2: 29,170 shares 29,170 $7.88M 0.77% -1,131 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; 2024Q3: restricted; 2024Q4: 30,867 shares; 2025Q1: 28,793 shares; 2025Q2: 29,216 shares; 2025Q3: 28,922 shares; 2025Q4: 28,491 shares; 2026Q1: 28,117 shares; 2026Q2: 27,310 shares 27,310 $7.68M 0.75% -807 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,358 shares; 2025Q1: 84,020 shares; 2025Q2: 83,465 shares; 2025Q3: 77,350 shares; 2025Q4: 65,646 shares; 2026Q1: 55,558 shares; 2026Q2: 50,327 shares 50,327 $7.38M 0.72% -5,231 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 434,754 shares; 2025Q1: 416,544 shares; 2025Q2: 402,888 shares; 2025Q3: 390,747 shares; 2025Q4: 374,479 shares; 2026Q1: 368,621 shares; 2026Q2: 336,253 shares 336,253 $7.33M 0.72% -32,368 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; 2024Q3: restricted; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 10,685 shares; 2025Q4: 10,895 shares; 2026Q1: 6,877 shares; 2026Q2: 6,055 shares 6,055 $6.99M 0.68% -822 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,142 shares; 2025Q1: 36,936 shares; 2025Q2: 39,179 shares; 2025Q3: 42,055 shares; 2025Q4: 36,071 shares; 2026Q1: 35,292 shares; 2026Q2: 34,827 shares 34,827 $6.97M 0.68% -465 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,964 shares; 2025Q1: 53,606 shares; 2025Q2: 56,718 shares; 2025Q3: 61,748 shares; 2025Q4: 65,196 shares; 2026Q1: 65,035 shares; 2026Q2: 55,297 shares 55,297 $6.97M 0.68% -9,738 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,319 shares; 2025Q1: 22,369 shares; 2025Q2: 26,197 shares; 2025Q3: 26,821 shares; 2025Q4: 29,552 shares; 2026Q1: 29,761 shares; 2026Q2: 32,530 shares 32,530 $6.89M 0.67% +2,769 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50,674 shares; 2025Q1: 50,306 shares; 2025Q2: 48,977 shares; 2025Q3: 45,407 shares; 2025Q4: 45,465 shares; 2026Q1: 49,662 shares; 2026Q2: 63,689 shares 63,689 $6.51M 0.64% +14,027 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; 2024Q3: restricted; 2024Q4: 44,873 shares; 2025Q1: 44,734 shares; 2025Q2: 45,519 shares; 2025Q3: 45,368 shares; 2025Q4: 44,904 shares; 2026Q1: 47,778 shares; 2026Q2: 44,114 shares 44,114 $6.47M 0.63% -3,664 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; 2024Q3: restricted; 2024Q4: 133,378 shares; 2025Q1: 127,717 shares; 2025Q2: 128,109 shares; 2025Q3: 125,017 shares; 2025Q4: 116,431 shares; 2026Q1: 112,027 shares; 2026Q2: 111,780 shares 111,780 $6.47M 0.63% -247 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; 2024Q3: restricted; 2024Q4: 27,286 shares; 2025Q1: 27,352 shares; 2025Q2: 22,348 shares; 2025Q3: 25,735 shares; 2025Q4: 53,250 shares; 2026Q1: 53,701 shares; 2026Q2: 54,739 shares 54,739 $6.42M 0.63% +1,038 Timeline QQQM 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; 2024Q3: restricted; 2024Q4: 23,314 shares; 2025Q1: 23,123 shares; 2025Q2: 24,110 shares; 2025Q3: 24,134 shares; 2025Q4: 21,939 shares; 2026Q1: 21,547 shares; 2026Q2: 21,063 shares 21,063 $6.38M 0.62% -484 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,975 shares; 2025Q1: 51,825 shares; 2025Q2: 58,129 shares; 2025Q3: 69,523 shares; 2025Q4: 83,432 shares; 2026Q1: 88,701 shares; 2026Q2: 92,077 shares 92,077 $6.19M 0.6% +3,376 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,438 shares; 2025Q1: 4,327 shares; 2025Q2: 64,971 shares; 2025Q3: 64,806 shares; 2025Q4: 67,288 shares; 2026Q1: 64,979 shares; 2026Q2: 65,535 shares 65,535 $6.04M 0.59% +556 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; 2024Q3: restricted; 2024Q4: 73,018 shares; 2025Q1: 91,496 shares; 2025Q2: 81,580 shares; 2025Q3: 68,284 shares; 2025Q4: 71,989 shares; 2026Q1: 93,021 shares; 2026Q2: 97,037 shares 97,037 $5.59M 0.55% +4,016 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; 2024Q3: restricted; 2024Q4: 17,183 shares; 2025Q1: 19,139 shares; 2025Q2: 21,463 shares; 2025Q3: 22,735 shares; 2025Q4: 23,070 shares; 2026Q1: 24,250 shares; 2026Q2: 24,594 shares 24,594 $5.48M 0.54% +344 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; 2024Q3: restricted; 2024Q4: 42,445 shares; 2025Q1: 42,521 shares; 2025Q2: 43,715 shares; 2025Q3: 44,484 shares; 2025Q4: 44,550 shares; 2026Q1: 46,961 shares; 2026Q2: 48,843 shares 48,843 $5.23M 0.51% +1,882 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,072 shares; 2025Q1: 20,484 shares; 2025Q2: 23,248 shares; 2025Q3: 25,513 shares; 2025Q4: 29,310 shares; 2026Q1: 31,175 shares; 2026Q2: 32,091 shares 32,091 $5.2M 0.51% +916 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 56,331 shares; 2025Q1: 54,339 shares; 2025Q2: 66,021 shares; 2025Q3: 54,484 shares; 2025Q4: 105,351 shares; 2026Q1: 76,572 shares; 2026Q2: 63,298 shares 63,298 $5.13M 0.5% -13,274 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,811 shares; 2025Q1: 43,653 shares; 2025Q2: 22,771 shares; 2025Q3: 41,005 shares; 2025Q4: 47,247 shares; 2026Q1: 47,182 shares; 2026Q2: 46,949 shares 46,949 $4.88M 0.48% -233 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 55,878 shares; 2025Q1: 55,452 shares; 2025Q2: 55,253 shares; 2025Q3: 53,355 shares; 2025Q4: 51,431 shares; 2026Q1: 52,980 shares; 2026Q2: 52,813 shares 52,813 $4.84M 0.47% -167 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76,396 shares; 2025Q1: 79,851 shares; 2025Q2: 84,223 shares; 2025Q3: 89,731 shares; 2025Q4: 99,655 shares; 2026Q1: 89,226 shares; 2026Q2: 67,019 shares 67,019 $4.83M 0.47% -22,207 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; 2024Q3: restricted; 2024Q4: 62,852 shares; 2025Q1: 64,857 shares; 2025Q2: 63,894 shares; 2025Q3: 66,534 shares; 2025Q4: 69,515 shares; 2026Q1: 63,328 shares; 2026Q2: 49,883 shares 49,883 $4.8M 0.47% -13,445 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; 2024Q3: restricted; 2024Q4: 45,119 shares; 2025Q1: 45,847 shares; 2025Q2: 49,045 shares; 2025Q3: 50,405 shares; 2025Q4: 52,224 shares; 2026Q1: 55,477 shares; 2026Q2: 56,416 shares 56,416 $4.69M 0.46% +939 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 86,756 shares; 2025Q1: 92,735 shares; 2025Q2: 110,295 shares; 2025Q3: 127,799 shares; 2025Q4: 134,664 shares; 2026Q1: 130,320 shares; 2026Q2: 120,367 shares 120,367 $4.61M 0.45% -9,953 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,791 shares; 2025Q1: 33,153 shares; 2025Q2: 35,294 shares; 2025Q3: 36,421 shares; 2025Q4: 33,916 shares; 2026Q1: 33,646 shares; 2026Q2: 28,906 shares 28,906 $4.59M 0.45% -4,740 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,878 shares; 2025Q1: 62,848 shares; 2025Q2: 66,393 shares; 2025Q3: 68,407 shares; 2025Q4: 74,270 shares; 2026Q1: 79,070 shares; 2026Q2: 56,404 shares 56,404 $4.41M 0.43% -22,666 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 884 shares; 2025Q1: 1,720 shares; 2025Q2: 1,918 shares; 2025Q3: 2,139 shares; 2025Q4: 3,299 shares; 2026Q1: 3,537 shares; 2026Q2: 7,257 shares 7,257 $4.06M 0.4% +3,720 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; 2024Q3: restricted; 2024Q4: 19,971 shares; 2025Q1: 19,805 shares; 2025Q2: 19,557 shares; 2025Q3: 17,128 shares; 2025Q4: 17,440 shares; 2026Q1: 16,381 shares; 2026Q2: 16,596 shares 16,596 $3.96M 0.39% +215 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; 2024Q3: restricted; 2024Q4: 7,126 shares; 2025Q1: 6,486 shares; 2025Q2: 5,776 shares; 2025Q3: 5,724 shares; 2025Q4: 5,745 shares; 2026Q1: 5,250 shares; 2026Q2: 5,159 shares 5,159 $3.8M 0.37% -91 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 165,464 shares; 2025Q1: 170,070 shares; 2025Q2: 183,419 shares; 2025Q3: 197,685 shares; 2025Q4: 204,288 shares; 2026Q1: 204,902 shares; 2026Q2: 209,563 shares 209,563 $3.75M 0.37% +4,661 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,142 shares; 2025Q1: 40,531 shares; 2025Q2: 40,509 shares; 2025Q3: 39,011 shares; 2025Q4: 38,929 shares; 2026Q1: 41,980 shares; 2026Q2: 38,201 shares 38,201 $3.7M 0.36% -3,779 Timeline FDN 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; 2024Q3: restricted; 2024Q4: 14,250 shares; 2025Q1: 14,271 shares; 2025Q2: 14,926 shares; 2025Q3: 15,073 shares; 2025Q4: 15,460 shares; 2026Q1: 11,833 shares; 2026Q2: 12,171 shares 12,171 $3.22M 0.31% +338 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,256 shares 14,256 $3.19M 0.31% new 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; 2024Q3: restricted; 2024Q4: 9,107 shares; 2025Q1: 8,916 shares; 2025Q2: 9,050 shares; 2025Q3: 9,156 shares; 2025Q4: 9,365 shares; 2026Q1: 10,105 shares; 2026Q2: 9,023 shares 9,023 $3.18M 0.31% -1,082 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,668 shares; 2025Q1: 24,899 shares; 2025Q2: 22,285 shares; 2025Q3: 22,868 shares; 2025Q4: 25,349 shares; 2026Q1: 26,210 shares; 2026Q2: 27,178 shares 27,178 $3.14M 0.31% +968 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,124 shares 14,124 $3.12M 0.3% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,724 shares; 2025Q1: 2,493 shares; 2025Q2: 5,007 shares; 2025Q3: 7,493 shares; 2025Q4: 7,524 shares; 2026Q1: 8,518 shares; 2026Q2: 10,389 shares 10,389 $3.12M 0.3% +1,871 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 57,190 shares; 2025Q1: 54,049 shares; 2025Q2: 46,305 shares; 2025Q3: 47,503 shares; 2025Q4: 45,995 shares; 2026Q1: 36,391 shares; 2026Q2: 26,386 shares 26,386 $3M 0.29% -10,005 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 626 shares; 2025Q2: 730 shares; 2025Q3: 813 shares; 2025Q4: 811 shares; 2026Q1: 866 shares; 2026Q2: 4,183 shares 4,183 $2.94M 0.29% +3,317 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,819 shares; 2025Q1: 35,831 shares; 2025Q2: 14,942 shares; 2025Q3: 21,638 shares; 2025Q4: 23,219 shares; 2026Q1: 27,749 shares; 2026Q2: 31,994 shares 31,994 $2.78M 0.27% +4,245 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,755 shares; 2025Q1: 2,672 shares; 2025Q2: 2,673 shares; 2025Q3: 2,674 shares; 2025Q4: 2,682 shares; 2026Q1: 2,639 shares; 2026Q2: 2,566 shares 2,566 $2.73M 0.27% -73 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,621 shares; 2025Q1: 2,411 shares; 2025Q2: 2,574 shares; 2025Q3: 3,162 shares; 2025Q4: 3,241 shares; 2026Q1: 3,404 shares; 2026Q2: 3,636 shares 3,636 $2.72M 0.27% +232 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 133,895 shares; 2025Q1: 129,355 shares; 2025Q2: 130,864 shares; 2025Q3: 134,425 shares; 2025Q4: 141,335 shares; 2026Q1: 110,683 shares; 2026Q2: 55,123 shares 55,123 $2.7M 0.26% -55,560 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,275 shares; 2025Q1: 6,358 shares; 2025Q2: 6,613 shares; 2025Q3: 6,373 shares; 2025Q4: 6,386 shares; 2026Q1: 6,387 shares; 2026Q2: 6,427 shares 6,427 $2.7M 0.26% +40 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; 2024Q3: restricted; 2024Q4: 1,812 shares; 2025Q1: 1,714 shares; 2025Q2: 1,806 shares; 2025Q3: 1,850 shares; 2025Q4: 2,138 shares; 2026Q1: 2,547 shares; 2026Q2: 2,862 shares 2,862 $2.68M 0.26% +315 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,231 shares; 2025Q4: 12,154 shares; 2026Q1: 18,748 shares; 2026Q2: 25,626 shares 25,626 $2.47M 0.24% +6,878 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,414 shares; 2025Q1: 27,647 shares; 2025Q2: 24,372 shares; 2025Q3: 23,148 shares; 2025Q4: 23,034 shares; 2026Q1: 22,971 shares; 2026Q2: 16,236 shares 16,236 $2.46M 0.24% -6,735 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; 2024Q3: restricted; 2024Q4: 2,061 shares; 2025Q1: 2,072 shares; 2025Q2: 1,949 shares; 2025Q3: 2,845 shares; 2025Q4: 3,001 shares; 2026Q1: 3,597 shares; 2026Q2: 3,532 shares 3,532 $2.43M 0.24% -65 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,294 shares; 2025Q1: 46,708 shares; 2025Q2: 39,193 shares; 2025Q3: 34,920 shares; 2025Q4: 29,854 shares; 2026Q1: 27,995 shares; 2026Q2: 27,995 shares 27,995 $2.4M 0.23% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,165 shares; 2025Q1: 4,956 shares; 2025Q2: 7,150 shares; 2025Q3: 5,342 shares; 2025Q4: 5,388 shares; 2026Q1: 4,837 shares; 2026Q2: 5,984 shares 5,984 $2.31M 0.23% +1,147 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,288 shares; 2025Q1: 22,153 shares; 2025Q2: 22,009 shares; 2025Q3: 21,584 shares; 2025Q4: 19,797 shares; 2026Q1: 14,682 shares; 2026Q2: 10,317 shares 10,317 $2.31M 0.23% -4,365 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,683 shares; 2025Q1: 8,794 shares; 2025Q2: 8,085 shares; 2025Q3: 8,024 shares; 2025Q4: 7,910 shares; 2026Q1: 8,507 shares; 2026Q2: 12,512 shares 12,512 $2.2M 0.21% +4,005 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; 2024Q3: restricted; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,337 shares; 2026Q1: 2,397 shares; 2026Q2: 1,801 shares 1,801 $2.12M 0.21% -596 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 50 shares; 2026Q1: 1,263 shares; 2026Q2: 2,503 shares 2,503 $2.1M 0.21% +1,240 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,222 shares; 2025Q1: 36,947 shares; 2025Q2: 43,657 shares; 2025Q3: 42,832 shares; 2025Q4: 44,982 shares; 2026Q1: 44,982 shares; 2026Q2: 49,982 shares 49,982 $2.03M 0.2% +5,000 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,662 shares; 2025Q1: 26,976 shares; 2025Q2: 29,127 shares; 2025Q3: 27,845 shares; 2025Q4: 23,550 shares; 2026Q1: 23,499 shares; 2026Q2: 18,076 shares 18,076 $2.03M 0.2% -5,423 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: not reported; 2026Q2: 5,375 shares 5,375 $2M 0.2% new Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,644 shares; 2025Q1: 19,452 shares; 2025Q2: 27,267 shares; 2025Q3: 16,091 shares; 2025Q4: 14,115 shares; 2026Q1: 13,631 shares; 2026Q2: 13,459 shares 13,459 $1.91M 0.19% -172 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,280 shares; 2026Q2: 27,080 shares 27,080 $1.9M 0.19% +18,800 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,980 shares; 2025Q1: 23,913 shares; 2025Q2: 24,899 shares; 2025Q3: 27,778 shares; 2025Q4: 25,576 shares; 2026Q1: 25,220 shares; 2026Q2: 37,294 shares 37,294 $1.88M 0.18% +12,074 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,228 shares; 2025Q1: 5,261 shares; 2025Q2: 5,222 shares; 2025Q3: 5,332 shares; 2025Q4: 5,374 shares; 2026Q1: 5,374 shares; 2026Q2: 5,272 shares 5,272 $1.86M 0.18% -102 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,005 shares; 2025Q1: 9,005 shares; 2025Q2: 9,305 shares; 2025Q3: 9,505 shares; 2025Q4: 10,005 shares; 2026Q1: 10,205 shares; 2026Q2: 11,670 shares 11,670 $1.84M 0.18% +1,465 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,200 shares 29,200 $1.83M 0.18% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,280 shares; 2026Q1: 13,695 shares; 2026Q2: 15,760 shares 15,760 $1.79M 0.17% +2,065 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,130 shares; 2026Q1: 5,330 shares; 2026Q2: 5,309 shares 5,309 $1.78M 0.17% -21 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,825 shares; 2025Q1: 10,830 shares; 2025Q2: 10,834 shares; 2025Q3: 14,262 shares; 2025Q4: 31,290 shares; 2026Q1: 15,950 shares; 2026Q2: 31,144 shares 31,144 $1.77M 0.17% +15,194 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,030 shares; 2025Q4: 3,035 shares; 2026Q1: 3,125 shares; 2026Q2: 4,839 shares 4,839 $1.77M 0.17% +1,714 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 4,511 shares 4,511 $1.68M 0.16% +4,505 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares 6,600 $1.59M 0.16% 0 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,880 shares 5,880 $1.57M 0.15% new 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; 2024Q3: restricted; 2024Q4: 2,348 shares; 2025Q1: 2,316 shares; 2025Q2: 2,721 shares; 2025Q3: 2,975 shares; 2025Q4: 3,202 shares; 2026Q1: 3,218 shares; 2026Q2: 3,214 shares 3,214 $1.53M 0.15% -4 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; 2024Q3: restricted; 2024Q4: 32,556 shares; 2025Q1: 32,406 shares; 2025Q2: 32,930 shares; 2025Q3: 32,034 shares; 2025Q4: 22,323 shares; 2026Q1: 19,172 shares; 2026Q2: 13,576 shares 13,576 $1.49M 0.15% -5,596 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; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 1,146 shares; 2026Q1: 316 shares; 2026Q2: 1,207 shares 1,207 $1.45M 0.14% +891 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; 2024Q3: restricted; 2024Q4: 2,204 shares; 2025Q1: 2,182 shares; 2025Q2: 2,025 shares; 2025Q3: 2,076 shares; 2025Q4: 1,951 shares; 2026Q1: 1,885 shares; 2026Q2: 1,877 shares 1,877 $1.4M 0.14% -8 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; 2024Q3: restricted; 2024Q4: 7,114 shares; 2025Q1: 7,081 shares; 2025Q2: 7,092 shares; 2025Q3: 6,638 shares; 2025Q4: 7,905 shares; 2026Q1: 10,379 shares; 2026Q2: 10,215 shares 10,215 $1.4M 0.14% -164 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,096 shares; 2026Q2: 19,096 shares 19,096 $1.38M 0.13% 0 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,700 shares; 2025Q3: 21,565 shares; 2025Q4: 21,565 shares; 2026Q1: 20,725 shares; 2026Q2: 20,725 shares 20,725 $1.33M 0.13% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,115 shares; 2026Q2: 23,765 shares 23,765 $1.3M 0.13% +2,650 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 701 shares; 2025Q1: 702 shares; 2025Q2: 703 shares; 2025Q3: 721 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 9,056 shares 9,056 $1.27M 0.12% +8,341 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,125 shares; 2026Q2: 8,310 shares 8,310 $1.27M 0.12% +5,185 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares; 2026Q2: 1,323 shares 1,323 $1.23M 0.12% +1,178 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,285 shares 10,285 $1.2M 0.12% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,280 shares 4,280 $1.16M 0.11% new Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,200 shares; 2025Q4: 4,800 shares; 2026Q1: 4,590 shares; 2026Q2: 7,983 shares 7,983 $1.14M 0.11% +3,393 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,550 shares; 2026Q2: 5,550 shares 5,550 $1.12M 0.11% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 5,609 shares 5,609 $1.11M 0.11% +3,109 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 24,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,000 shares 38,000 $1.08M 0.11% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 35 shares; 2026Q1: 533 shares; 2026Q2: 1,033 shares 1,033 $1.08M 0.11% +500 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $1.07M 0.1% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,077 shares; 2025Q1: 3,826 shares; 2025Q2: 3,616 shares; 2025Q3: 3,823 shares; 2025Q4: 5,920 shares; 2026Q1: 4,889 shares; 2026Q2: 5,000 shares 5,000 $1.06M 0.1% +111 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 1,400 shares 1,400 $1.04M 0.1% -1,400 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,287 shares; 2025Q1: 5,877 shares; 2025Q2: 5,733 shares; 2025Q3: 5,476 shares; 2025Q4: 8,400 shares; 2026Q1: 8,053 shares; 2026Q2: 5,442 shares 5,442 $1.04M 0.1% -2,611 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,786 shares; 2025Q1: 27,577 shares; 2025Q2: 22,289 shares; 2025Q3: 16,990 shares; 2025Q4: 12,266 shares; 2026Q1: 12,037 shares; 2026Q2: 11,865 shares 11,865 $1.04M 0.1% -172 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,000 shares 17,000 $1.04M 0.1% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,871 shares; 2025Q1: 9,197 shares; 2025Q2: 9,319 shares; 2025Q3: 9,390 shares; 2025Q4: 12,898 shares; 2026Q1: 20,157 shares; 2026Q2: 20,147 shares 20,147 $1M 0.1% -10 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,547 shares; 2025Q1: 12,562 shares; 2025Q2: 12,596 shares; 2025Q3: 12,241 shares; 2025Q4: 12,257 shares; 2026Q1: 12,274 shares; 2026Q2: 15,897 shares 15,897 $970K 0.09% +3,623 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; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 3,051 shares; 2026Q2: 3,021 shares 3,021 $950K 0.09% -30 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 11,182 shares; 2026Q2: 35,382 shares 35,382 $883K 0.09% +24,200 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 7,800 shares 7,800 $866K 0.08% -2,200 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,297 shares; 2025Q1: 44,716 shares; 2025Q2: 48,764 shares; 2025Q3: 38,507 shares; 2025Q4: 30,018 shares; 2026Q1: 33,897 shares; 2026Q2: 34,030 shares 34,030 $845K 0.08% +133 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,335 shares; 2025Q1: 3,466 shares; 2025Q2: 3,433 shares; 2025Q3: 3,279 shares; 2025Q4: 3,280 shares; 2026Q1: 7,230 shares; 2026Q2: 5,077 shares 5,077 $842K 0.08% -2,153 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,500 shares 39,500 $831K 0.08% new 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; 2024Q3: restricted; 2024Q4: 5,988 shares; 2025Q1: 1,567 shares; 2025Q2: 7,480 shares; 2025Q3: 7,491 shares; 2025Q4: 7,423 shares; 2026Q1: 7,810 shares; 2026Q2: 1,410 shares 1,410 $819K 0.08% -6,400 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,177 shares; 2025Q1: 18,741 shares; 2025Q2: 18,415 shares; 2025Q3: 15,014 shares; 2025Q4: 12,383 shares; 2026Q1: 12,020 shares; 2026Q2: 8,349 shares 8,349 $797K 0.08% -3,671 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; 2024Q3: restricted; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 1,126 shares; 2025Q4: 3,662 shares; 2026Q1: 9,337 shares; 2026Q2: 10,937 shares 10,937 $779K 0.08% +1,600 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,205 shares 3,205 $713K 0.07% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 377 shares; 2025Q2: 409 shares; 2025Q3: 1,479 shares; 2025Q4: 1,982 shares; 2026Q1: 3,752 shares; 2026Q2: 4,744 shares 4,744 $704K 0.07% +992 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,700 shares; 2025Q1: 6,716 shares; 2025Q2: 6,086 shares; 2025Q3: 6,391 shares; 2025Q4: 6,579 shares; 2026Q1: 9,005 shares; 2026Q2: 9,355 shares 9,355 $700K 0.07% +350 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; 2024Q3: restricted; 2024Q4: 1,336 shares; 2025Q1: 1,345 shares; 2025Q2: 1,372 shares; 2025Q3: 1,366 shares; 2025Q4: 1,359 shares; 2026Q1: 1,368 shares; 2026Q2: 1,374 shares 1,374 $700K 0.07% +6 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; 2024Q3: restricted; 2024Q4: 18,925 shares; 2025Q1: 15,195 shares; 2025Q2: 11,282 shares; 2025Q3: 8,364 shares; 2025Q4: 5,327 shares; 2026Q1: 5,295 shares; 2026Q2: 4,976 shares 4,976 $692K 0.07% -319 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; 2024Q3: restricted; 2024Q4: 32,257 shares; 2025Q1: 33,687 shares; 2025Q2: 33,392 shares; 2025Q3: 32,401 shares; 2025Q4: 31,074 shares; 2026Q1: 23,999 shares; 2026Q2: 13,305 shares 13,305 $671K 0.07% -10,694 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; 2024Q3: restricted; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,787 shares; 2025Q3: 1,790 shares; 2025Q4: 1,830 shares; 2026Q1: 1,948 shares; 2026Q2: 2,034 shares 2,034 $666K 0.07% +86 Timeline SOXL 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; 2024Q3: restricted; 2024Q4: 57,669 shares; 2025Q1: 31,189 shares; 2025Q2: 13,639 shares; 2025Q3: 13,951 shares; 2025Q4: 9,249 shares; 2026Q1: 9,015 shares; 2026Q2: 2,485 shares 2,485 $663K 0.06% -6,530 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,400 shares 7,400 $635K 0.06% new 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; 2024Q3: restricted; 2024Q4: 37,956 shares; 2025Q1: 39,903 shares; 2025Q2: 40,454 shares; 2025Q3: 42,037 shares; 2025Q4: 43,464 shares; 2026Q1: 37,330 shares; 2026Q2: 15,595 shares 15,595 $604K 0.06% -21,735 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; 2024Q3: restricted; 2024Q4: 901 shares; 2025Q1: 962 shares; 2025Q2: 862 shares; 2025Q3: 832 shares; 2025Q4: 873 shares; 2026Q1: 767 shares; 2026Q2: 776 shares 776 $592K 0.06% +9 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,816 shares; 2025Q1: 2,757 shares; 2025Q2: 2,751 shares; 2025Q3: 2,693 shares; 2025Q4: 2,687 shares; 2026Q1: 2,687 shares; 2026Q2: 2,680 shares 2,680 $580K 0.06% -7 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 14,211 shares; 2026Q2: 22,795 shares 22,795 $578K 0.06% +8,584 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; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 238 shares; 2025Q2: 105 shares; 2025Q3: 8,570 shares; 2025Q4: 11,570 shares; 2026Q1: 14,230 shares; 2026Q2: 15,230 shares 15,230 $578K 0.06% +1,000 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 3,220 shares 3,220 $568K 0.06% +3,212 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; 2024Q3: restricted; 2024Q4: 3,218 shares; 2025Q1: 3,185 shares; 2025Q2: 3,161 shares; 2025Q3: 3,161 shares; 2025Q4: 3,166 shares; 2026Q1: 3,134 shares; 2026Q2: 2,988 shares 2,988 $541K 0.05% -146 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,738 shares; 2025Q1: 11,738 shares; 2025Q2: 11,738 shares; 2025Q3: 11,738 shares; 2025Q4: 11,738 shares; 2026Q1: 11,738 shares; 2026Q2: 11,738 shares 11,738 $538K 0.05% 0 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 18,680 shares; 2026Q1: 9,295 shares; 2026Q2: 9,695 shares 9,695 $537K 0.05% +400 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; 2024Q3: restricted; 2024Q4: 1,873 shares; 2025Q1: 1,552 shares; 2025Q2: 1,553 shares; 2025Q3: 1,544 shares; 2025Q4: 1,534 shares; 2026Q1: 1,533 shares; 2026Q2: 1,535 shares 1,535 $519K 0.05% +2 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1,900 shares 1,900 $514K 0.05% +1,899 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; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,100 shares; 2025Q4: 1,175 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares 1,179 $511K 0.05% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,277 shares; 2025Q1: 6,862 shares; 2025Q2: 6,862 shares; 2025Q3: 7,332 shares; 2025Q4: 7,242 shares; 2026Q1: 7,772 shares; 2026Q2: 7,362 shares 7,362 $504K 0.05% -410 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; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 967 shares; 2025Q2: 1,017 shares; 2025Q3: 987 shares; 2025Q4: 1,036 shares; 2026Q1: 1,020 shares; 2026Q2: 987 shares 987 $494K 0.05% -33 Timeline RXL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,640 shares; 2025Q1: 8,670 shares; 2025Q2: 8,640 shares; 2025Q3: 8,789 shares; 2025Q4: 9,201 shares; 2026Q1: 9,238 shares; 2026Q2: 9,239 shares 9,239 $490K 0.05% +1 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $461K 0.05% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,487 shares; 2025Q2: 284 shares; 2025Q3: 349 shares; 2025Q4: 317 shares; 2026Q1: 321 shares; 2026Q2: 5,201 shares 5,201 $449K 0.04% +4,880 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,546 shares; 2025Q1: 12,648 shares; 2025Q2: 12,722 shares; 2025Q3: 12,354 shares; 2025Q4: 12,393 shares; 2026Q1: 12,428 shares; 2026Q2: 12,159 shares 12,159 $447K 0.04% -269 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,364 shares; 2025Q1: 4,452 shares; 2025Q2: 6,221 shares; 2025Q3: 6,207 shares; 2025Q4: 5,992 shares; 2026Q1: 4,899 shares; 2026Q2: 2,599 shares 2,599 $442K 0.04% -2,300 Timeline DUSL 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; 2024Q3: restricted; 2024Q4: 10,800 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 4,755 shares; 2025Q4: 4,570 shares; 2026Q1: 3,890 shares; 2026Q2: 3,890 shares 3,890 $409K 0.04% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 230 shares; 2026Q2: 237 shares 237 $402K 0.04% +7 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 58 shares; 2025Q3: 2,746 shares; 2025Q4: 2,646 shares; 2026Q1: 896 shares; 2026Q2: 741 shares 741 $382K 0.04% -155 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 941 shares; 2025Q1: 945 shares; 2025Q2: 948 shares; 2025Q3: 951 shares; 2025Q4: 954 shares; 2026Q1: 957 shares; 2026Q2: 959 shares 959 $381K 0.04% +2 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; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 13,000 shares; 2025Q2: 21,999 shares; 2025Q3: 20,999 shares; 2025Q4: 20,999 shares; 2026Q1: 20,999 shares; 2026Q2: 21,099 shares 21,099 $378K 0.04% +100 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,194 shares; 2025Q1: 8,024 shares; 2025Q2: 10,358 shares; 2025Q3: 13,716 shares; 2025Q4: 15,690 shares; 2026Q1: 22,355 shares; 2026Q2: 18,226 shares 18,226 $377K 0.04% -4,129 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,564 shares; 2025Q1: 1,579 shares; 2025Q2: 1,170 shares; 2025Q3: 1,154 shares; 2025Q4: 5,261 shares; 2026Q1: 5,228 shares; 2026Q2: 5,147 shares 5,147 $367K 0.04% -81 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares; 2026Q1: 3,590 shares; 2026Q2: 3,540 shares 3,540 $362K 0.04% -50 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,209 shares; 2025Q3: 3,508 shares; 2025Q4: 3,096 shares; 2026Q1: 6,260 shares; 2026Q2: 7,193 shares 7,193 $358K 0.03% +933 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; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 391 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 494 shares 494 $357K 0.03% +100 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; 2024Q3: restricted; 2024Q4: 8,884 shares; 2025Q1: 7,667 shares; 2025Q2: 7,999 shares; 2025Q3: 7,701 shares; 2025Q4: 8,880 shares; 2026Q1: 9,799 shares; 2026Q2: 10,724 shares 10,724 $340K 0.03% +925 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; 2024Q3: restricted; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,505 shares; 2026Q1: 2,080 shares; 2026Q2: 1,990 shares 1,990 $338K 0.03% -90 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,240 shares; 2025Q4: 8,240 shares; 2026Q1: 5,300 shares; 2026Q2: 3,325 shares 3,325 $338K 0.03% -1,975 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares; 2026Q1: 5,300 shares; 2026Q2: 5,500 shares 5,500 $336K 0.03% +200 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; 2024Q3: restricted; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 149 shares; 2026Q1: 164 shares; 2026Q2: 167 shares 167 $332K 0.03% +3 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; 2024Q3: restricted; 2024Q4: 4,967 shares; 2025Q1: 4,968 shares; 2025Q2: 4,969 shares; 2025Q3: 4,969 shares; 2025Q4: 4,972 shares; 2026Q1: 4,926 shares; 2026Q2: 4,572 shares 4,572 $329K 0.03% -354 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; 2024Q3: restricted; 2024Q4: 8,492 shares; 2025Q1: 8,763 shares; 2025Q2: 8,087 shares; 2025Q3: 7,877 shares; 2025Q4: 6,896 shares; 2026Q1: 8,059 shares; 2026Q2: 2,555 shares 2,555 $318K 0.03% -5,504 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; 2024Q3: restricted; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares; 2026Q2: 1,879 shares 1,879 $315K 0.03% -1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,685 shares; 2025Q1: 30,858 shares; 2025Q2: 31,957 shares; 2025Q3: 39,080 shares; 2025Q4: 44,739 shares; 2026Q1: 40,537 shares; 2026Q2: 9,950 shares 9,950 $315K 0.03% -30,587 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; 2024Q3: restricted; 2024Q4: 68,271 shares; 2025Q1: 64,289 shares; 2025Q2: 57,053 shares; 2025Q3: 45,142 shares; 2025Q4: 33,523 shares; 2026Q1: 23,631 shares; 2026Q2: 9,007 shares 9,007 $313K 0.03% -14,624 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,240 shares; 2025Q4: 2,190 shares; 2026Q1: 1,900 shares; 2026Q2: 1,661 shares 1,661 $307K 0.03% -239 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 101 shares; 2026Q2: 1,010 shares 1,010 $305K 0.03% +909 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,152 shares; 2025Q1: 8,775 shares; 2025Q2: 4,561 shares; 2025Q3: 5,065 shares; 2025Q4: 4,825 shares; 2026Q1: 2,634 shares; 2026Q2: 2,643 shares 2,643 $302K 0.03% +9 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,043 shares; 2026Q1: 3,416 shares; 2026Q2: 3,249 shares 3,249 $288K 0.03% -167 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 401 shares 401 $286K 0.03% -16 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675 $284K 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 4,400 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares 6,600 $281K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 819 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 731 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $269K 0.03% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,000 shares; 2026Q1: 1,440 shares; 2026Q2: 1,390 shares 1,390 $257K 0.03% -50 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 4,998 shares 4,998 $256K 0.02% +4,548 Timeline DPST 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; 2024Q3: restricted; 2024Q4: 12,723 shares; 2025Q1: 3,196 shares; 2025Q2: 3,594 shares; 2025Q3: 3,736 shares; 2025Q4: 2,754 shares; 2026Q1: 1,854 shares; 2026Q2: 1,799 shares 1,799 $254K 0.02% -55 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $248K 0.02% 0 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares 4,400 $245K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: not reported; 2026Q2: 950 shares 950 $243K 0.02% new 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; 2024Q3: restricted; 2024Q4: 4,104 shares; 2025Q1: 3,486 shares; 2025Q2: 3,346 shares; 2025Q3: 3,607 shares; 2025Q4: 4,572 shares; 2026Q1: 3,372 shares; 2026Q2: 3,051 shares 3,051 $241K 0.02% -321 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,023 shares; 2026Q2: 2,023 shares 2,023 $239K 0.02% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,843 shares; 2025Q1: 6,743 shares; 2025Q2: 6,493 shares; 2025Q3: 6,245 shares; 2025Q4: 8,210 shares; 2026Q1: 6,510 shares; 2026Q2: 5,570 shares 5,570 $236K 0.02% -940 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,325 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $234K 0.02% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 6,002 shares; 2025Q4: 6,002 shares; 2026Q1: 6,002 shares; 2026Q2: 6,002 shares 6,002 $231K 0.02% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 2,920 shares; 2025Q2: 2,840 shares; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares; 2026Q1: 2,559 shares; 2026Q2: 2,559 shares 2,559 $229K 0.02% 0 Timeline URSP PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,405 shares; 2025Q4: 7,124 shares; 2026Q1: 7,124 shares; 2026Q2: 4,587 shares 4,587 $225K 0.02% -2,537 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; 2024Q3: restricted; 2024Q4: 1,382 shares; 2025Q1: 982 shares; 2025Q2: 918 shares; 2025Q3: 919 shares; 2025Q4: 764 shares; 2026Q1: 698 shares; 2026Q2: 2,787 shares 2,787 $225K 0.02% +2,089 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $222K 0.02% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 27,750 shares; 2026Q1: 6,590 shares; 2026Q2: 6,590 shares 6,590 $219K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,081 shares; 2026Q2: 582 shares 582 $218K 0.02% -1,499 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $210K 0.02% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,330 shares; 2025Q1: 1,260 shares; 2025Q2: 860 shares; 2025Q3: 1,040 shares; 2025Q4: 1,141 shares; 2026Q1: 1,041 shares; 2026Q2: 1,078 shares 1,078 $189K 0.02% +37 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,085 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,875 shares; 2025Q4: 3,725 shares; 2026Q1: 3,150 shares; 2026Q2: 2,700 shares 2,700 $189K 0.02% -450 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; 2024Q3: restricted; 2024Q4: 3,071 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,102 shares; 2026Q1: 3,102 shares; 2026Q2: 3,050 shares 3,050 $189K 0.02% -52 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; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 2,485 shares; 2025Q3: 6,085 shares; 2025Q4: 2,286 shares; 2026Q1: 586 shares; 2026Q2: 932 shares 932 $187K 0.02% +346 Timeline FAS 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; 2024Q3: restricted; 2024Q4: 12,475 shares; 2025Q1: 11,641 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 1,913 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares 1,264 $186K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 224 shares; 2025Q3: 424 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 471 shares 471 $186K 0.02% +16 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; 2024Q3: restricted; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 601 shares 601 $179K 0.02% +204 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,046 shares; 2025Q1: 9,188 shares; 2025Q2: 9,757 shares; 2025Q3: 18,722 shares; 2025Q4: 15,676 shares; 2026Q1: 14,178 shares; 2026Q2: 4,265 shares 4,265 $175K 0.02% -9,913 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,011 shares 1,011 $173K 0.02% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 990 shares; 2026Q1: 1,021 shares; 2026Q2: 909 shares 909 $172K 0.02% -112 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,231 shares; 2026Q1: 3,229 shares; 2026Q2: 3,234 shares 3,234 $172K 0.02% +5 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,583 shares; 2025Q1: 12,619 shares; 2025Q2: 12,409 shares; 2025Q3: 10,966 shares; 2025Q4: 7,628 shares; 2026Q1: 7,048 shares; 2026Q2: 7,048 shares 7,048 $170K 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 1,928 shares 1,928 $169K 0.02% +985 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; 2024Q3: restricted; 2024Q4: 4,020 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 840 shares; 2026Q2: 865 shares 865 $168K 0.02% +25 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 820 shares; 2025Q3: 205 shares; 2025Q4: 1,050 shares; 2026Q1: 1,846 shares; 2026Q2: 1,686 shares 1,686 $167K 0.02% -160 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,244 shares; 2026Q2: 1,253 shares 1,253 $164K 0.02% +9 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; 2024Q3: restricted; 2024Q4: 8,355 shares; 2025Q1: 8,374 shares; 2025Q2: 8,785 shares; 2025Q3: 8,785 shares; 2025Q4: 8,785 shares; 2026Q1: 8,785 shares; 2026Q2: 8,475 shares 8,475 $162K 0.02% -310 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,289 shares; 2025Q1: 4,600 shares; 2025Q2: 5,299 shares; 2025Q3: 5,600 shares; 2025Q4: 3,627 shares; 2026Q1: 1,573 shares; 2026Q2: 471 shares 471 $159K 0.02% -1,102 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 5,495 shares; 2025Q3: 14,543 shares; 2025Q4: 15,777 shares; 2026Q1: 16,027 shares; 2026Q2: 1,720 shares 1,720 $159K 0.02% -14,307 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 169 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 335 shares; 2026Q2: 2,260 shares 2,260 $158K 0.02% +1,925 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 53 shares; 2025Q4: 50 shares; 2026Q1: 21,215 shares; 2026Q2: 2,950 shares 2,950 $157K 0.02% -18,265 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; 2024Q3: restricted; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 598 shares; 2026Q1: 449 shares; 2026Q2: 458 shares 458 $156K 0.02% +9 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; 2024Q3: restricted; 2024Q4: 1,354 shares; 2025Q1: 1,279 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares 1,229 $155K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 183 shares; 2025Q2: 180 shares; 2025Q3: 380 shares; 2025Q4: 395 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $155K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 1,639 shares; 2026Q2: 1,639 shares 1,639 $153K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,035 shares; 2026Q2: 2,005 shares 2,005 $152K 0.01% -30 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; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 5,350 shares; 2025Q4: 6,150 shares; 2026Q1: 8,350 shares; 2026Q2: 8,350 shares 8,350 $150K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 306 shares; 2026Q2: 300 shares 300 $149K 0.01% -6 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 5,000 shares; 2025Q3: 7,600 shares; 2025Q4: 8,000 shares; 2026Q1: 7,100 shares; 2026Q2: 4,400 shares 4,400 $149K 0.01% -2,700 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 900 shares; 2025Q4: 925 shares; 2026Q1: 525 shares; 2026Q2: 547 shares 547 $147K 0.01% +22 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $146K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,771 shares; 2026Q1: 1,655 shares; 2026Q2: 1,888 shares 1,888 $146K 0.01% +233 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares 1,320 $143K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,855 shares; 2025Q1: 19,742 shares; 2025Q2: 19,852 shares; 2025Q3: 13,207 shares; 2025Q4: 11,793 shares; 2026Q1: 11,930 shares; 2026Q2: 11,867 shares 11,867 $139K 0.01% -63 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 159 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 462 shares 462 $138K 0.01% +400 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares; 2026Q2: 1,355 shares 1,355 $135K 0.01% +40 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,673 shares; 2025Q1: 1,576 shares; 2025Q2: 1,381 shares; 2025Q3: 1,385 shares; 2025Q4: 1,397 shares; 2026Q1: 1,400 shares; 2026Q2: 1,397 shares 1,397 $134K 0.01% -3 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; 2024Q3: restricted; 2024Q4: 257 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 361 shares 361 $133K 0.01% +75 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $130K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 139 shares; 2025Q2: 136 shares; 2025Q3: 186 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 338 shares 338 $126K 0.01% +136 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; 2024Q3: restricted; 2024Q4: 3,086 shares; 2025Q1: 2,896 shares; 2025Q2: 2,960 shares; 2025Q3: 3,014 shares; 2025Q4: 3,268 shares; 2026Q1: 3,276 shares; 2026Q2: 3,732 shares 3,732 $126K 0.01% +456 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 999 shares; 2025Q1: 1,003 shares; 2025Q2: 1,007 shares; 2025Q3: 1,011 shares; 2025Q4: 1,071 shares; 2026Q1: 1,075 shares; 2026Q2: 1,078 shares 1,078 $124K 0.01% +3 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 9,440 shares; 2025Q3: 1,150 shares; 2025Q4: 6,171 shares; 2026Q1: 2,171 shares; 2026Q2: 1,346 shares 1,346 $123K 0.01% -825 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,182 shares; 2025Q1: 3,782 shares; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares; 2025Q4: 3,309 shares; 2026Q1: 3,307 shares; 2026Q2: 3,307 shares 3,307 $122K 0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $120K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 850 shares; 2025Q4: 602 shares; 2026Q1: 423 shares; 2026Q2: 323 shares 323 $119K 0.01% -100 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $118K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 355 shares; 2025Q1: 357 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 362 shares; 2026Q1: 352 shares; 2026Q2: 626 shares 626 $118K 0.01% +274 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 3,621 shares; 2026Q2: 3,621 shares 3,621 $118K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 682 shares 682 $115K 0.01% -1 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 187 shares; 2026Q2: 380 shares 380 $115K 0.01% +193 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; 2024Q3: restricted; 2024Q4: 4,990 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $114K 0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 506 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $112K 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; 2024Q3: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares; 2026Q2: 1,820 shares 1,820 $112K 0.01% +509 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $110K 0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $109K 0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $108K 0.01% 0 Timeline PSCT 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; 2024Q3: restricted; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $108K 0.01% 0 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $107K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 189 shares; 2026Q1: 219 shares; 2026Q2: 216 shares 216 $106K 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; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $105K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $104K 0.01% 0 Timeline BIB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,656 shares; 2025Q1: 5,626 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares; 2026Q2: 1,022 shares 1,022 $103K 0.01% +25 Timeline MIDU 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; 2024Q3: restricted; 2024Q4: 12,277 shares; 2025Q1: 42,827 shares; 2025Q2: 4,733 shares; 2025Q3: 14,500 shares; 2025Q4: 3,682 shares; 2026Q1: 3,811 shares; 2026Q2: 1,369 shares 1,369 $102K 0.01% -2,442 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,698 shares; 2025Q1: 2,989 shares; 2025Q2: 2,193 shares; 2025Q3: 1,400 shares; 2025Q4: 1,409 shares; 2026Q1: 4,988 shares; 2026Q2: 4,200 shares 4,200 $101K 0.01% -788 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares; 2026Q2: 3,160 shares 3,160 $101K 0.01% -6 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $98.6K 0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,400 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares; 2026Q2: 6,700 shares 6,700 $98.2K 0.01% -900 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,483 shares; 2025Q1: 23,883 shares; 2025Q2: 23,883 shares; 2025Q3: 21,291 shares; 2025Q4: 24,091 shares; 2026Q1: 21,291 shares; 2026Q2: 21,291 shares 21,291 $97.9K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 435 shares; 2026Q2: 767 shares 767 $95.2K 0.01% +332 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 871 shares; 2026Q2: 435 shares 435 $94.8K 0.01% -436 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; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 253 shares; 2025Q4: 226 shares; 2026Q1: 222 shares; 2026Q2: 219 shares 219 $94.5K 0.01% -3 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 627 shares; 2026Q1: 1,776 shares; 2026Q2: 1,176 shares 1,176 $94.4K 0.01% -600 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,094 shares; 2025Q1: 11,192 shares; 2025Q2: 9,681 shares; 2025Q3: 7,234 shares; 2025Q4: 7,283 shares; 2026Q1: 5,827 shares; 2026Q2: 4,864 shares 4,864 $92.8K 0.01% -963 Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 2,196 shares 2,196 $91.5K 0.01% +596 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares 3,203 $90.9K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $90.3K 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; 2024Q3: restricted; 2024Q4: 3,330 shares; 2025Q1: 3,630 shares; 2025Q2: 3,769 shares; 2025Q3: 3,769 shares; 2025Q4: 3,656 shares; 2026Q1: 3,656 shares; 2026Q2: 3,637 shares 3,637 $89.3K 0.01% -19 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 86 shares; 2026Q2: 88 shares 88 $89K 0.01% +2 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 976 shares; 2026Q2: 976 shares 976 $88.6K 0.01% 0 Timeline EDC 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; 2024Q3: restricted; 2024Q4: 3,570 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 995 shares; 2026Q2: 995 shares 995 $88.5K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $88.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,710 shares; 2025Q1: 1,674 shares; 2025Q2: 3,866 shares; 2025Q3: 1,213 shares; 2025Q4: 1,227 shares; 2026Q1: 1,342 shares; 2026Q2: 737 shares 737 $86K 0.01% -605 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,040 shares; 2025Q3: 1,000 shares; 2025Q4: 2,045 shares; 2026Q1: 3,045 shares; 2026Q2: 3,045 shares 3,045 $84.7K 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; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: 726 shares; 2025Q2: 654 shares; 2025Q3: 658 shares; 2025Q4: 775 shares; 2026Q1: 778 shares; 2026Q2: 771 shares 771 $82.9K 0.01% -7 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; 2024Q3: restricted; 2024Q4: 3,831 shares; 2025Q1: 3,831 shares; 2025Q2: 4,045 shares; 2025Q3: 4,061 shares; 2025Q4: 3,843 shares; 2026Q1: 3,973 shares; 2026Q2: 3,973 shares 3,973 $82.2K 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; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 301 shares; 2026Q1: 301 shares; 2026Q2: 300 shares 300 $80.4K 0.01% -1 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 593 shares; 2026Q1: 593 shares; 2026Q2: 1,835 shares 1,835 $80.3K 0.01% +1,242 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,117 shares; 2025Q1: 15,390 shares; 2025Q2: 12,285 shares; 2025Q3: 10,306 shares; 2025Q4: 8,125 shares; 2026Q1: 5,255 shares; 2026Q2: 3,003 shares 3,003 $80K 0.01% -2,252 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 79 shares; 2025Q3: 51 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 126 shares 126 $79.9K 0.01% +73 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares 1,280 $79.6K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 166 shares; 2026Q1: 162 shares; 2026Q2: 186 shares 186 $79.3K 0.01% +24 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; 2024Q3: restricted; 2024Q4: 5,346 shares; 2025Q1: 5,451 shares; 2025Q2: 5,451 shares; 2025Q3: 5,291 shares; 2025Q4: 261 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $79.1K 0.01% 0 Timeline ERX 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; 2024Q3: restricted; 2024Q4: 4,725 shares; 2025Q1: 2,898 shares; 2025Q2: 1,638 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $79K 0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,140 shares; 2026Q2: 1,155 shares 1,155 $78.8K 0.01% +15 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,256 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 901 shares; 2026Q2: 901 shares 901 $78.3K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $78.1K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares; 2026Q2: 1,040 shares 1,040 $77.4K 0.01% -7 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 1,150 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $75.6K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $74.5K 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,640 shares; 2025Q1: 15,800 shares; 2025Q2: 16,050 shares; 2025Q3: 15,000 shares; 2025Q4: 15,150 shares; 2026Q1: 15,990 shares; 2026Q2: 16,060 shares 16,060 $74.2K 0.01% +70 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 57 shares; 2025Q4: not reported; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $73.8K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 35 shares; 2026Q2: 37 shares 37 $73.3K 0.01% +2 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 108 shares; 2025Q3: 208 shares; 2025Q4: 214 shares; 2026Q1: 264 shares; 2026Q2: 258 shares 258 $72.5K 0.01% -6 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,241 shares; 2025Q1: 596 shares; 2025Q2: 336 shares; 2025Q3: 887 shares; 2025Q4: 857 shares; 2026Q1: 757 shares; 2026Q2: 729 shares 729 $72.2K 0.01% -28 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 14,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $70.8K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 849 shares; 2026Q2: 849 shares 849 $70.3K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 702 shares; 2025Q4: 703 shares; 2026Q1: 882 shares; 2026Q2: 945 shares 945 $70.3K 0.01% +63 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares 62 $70.2K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 252 shares; 2026Q1: 245 shares; 2026Q2: 224 shares 224 $70.1K 0.01% -21 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; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 3,754 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 591 shares; 2026Q1: 552 shares; 2026Q2: 539 shares 539 $69.3K 0.01% -13 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $69K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $68.8K 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,720 shares 1,720 $67.9K 0.01% +487 Timeline LIF LIFE360 INC More: the full row for LIFE360 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,200 shares 1,200 $66.4K 0.01% +200 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 394 shares; 2026Q1: 260 shares; 2026Q2: 208 shares 208 $66.2K 0.01% -52 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 3,950 shares; 2026Q2: 890 shares 890 $66K 0.01% -3,060 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,255 shares 2,255 $65K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 470 shares 470 $63.7K 0.01% +10 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,249 shares; 2025Q1: 1,264 shares; 2025Q2: 1,286 shares; 2025Q3: 1,309 shares; 2025Q4: 1,347 shares; 2026Q1: 1,361 shares; 2026Q2: 1,381 shares 1,381 $62.9K 0.01% +20 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 725 shares; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $62.6K 0.01% 0 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,020 shares; 2026Q2: 2,120 shares 2,120 $62.3K 0.01% -1,900 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 944 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $62.3K 0.01% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,585 shares; 2025Q4: 450 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $61.7K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $61.3K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 671 shares; 2025Q2: 677 shares; 2025Q3: 659 shares; 2025Q4: 559 shares; 2026Q1: 654 shares; 2026Q2: 656 shares 656 $60.8K 0.01% +2 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $60.7K 0.01% 0 Timeline BLLN BILLIONTOONE INC More: the full row for BILLIONTOONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $60K 0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,340 shares; 2026Q2: 1,000 shares 1,000 $59.7K 0.01% -340 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $59.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095 $58.5K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 615 shares 615 $58.4K 0.01% -2 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 499 shares; 2025Q4: 504 shares; 2026Q1: 500 shares; 2026Q2: 450 shares 450 $58.1K 0.01% -50 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 205 shares 205 $57.4K 0.01% +55 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; 2024Q3: restricted; 2024Q4: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares; 2026Q1: 3,525 shares; 2026Q2: 2,420 shares 2,420 $56K 0.01% -1,105 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $55.3K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 269 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $54.6K 0.01% 0 Timeline KARO KAROOOOO LTD More: the full row for KAROOOOO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 940 shares; 2026Q2: 1,100 shares 1,100 $54.3K 0.01% +160 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $53.8K 0.01% 0 Timeline SNK GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,160 shares 3,160 $53.4K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $52.9K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,648 shares; 2026Q2: 550 shares 550 $52.5K 0.01% -1,098 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; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 361 shares; 2025Q2: 318 shares; 2025Q3: 324 shares; 2025Q4: 395 shares; 2026Q1: 558 shares; 2026Q2: 598 shares 598 $52.5K 0.01% +40 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 23,725 shares; 2025Q2: 1,930 shares; 2025Q3: 1,680 shares; 2025Q4: 2,680 shares; 2026Q1: 1,100 shares; 2026Q2: 1,400 shares 1,400 $52.1K 0.01% +300 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,442 shares; 2026Q1: 1,442 shares; 2026Q2: 1,517 shares 1,517 $51.8K 0.01% +75 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; 2024Q3: restricted; 2024Q4: 737 shares; 2025Q1: 860 shares; 2025Q2: 4,860 shares; 2025Q3: 712 shares; 2025Q4: 714 shares; 2026Q1: 719 shares; 2026Q2: 717 shares 717 $51.7K 0.01% -2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 432 shares 432 $51.6K 0.01% +378 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $51.5K 0.01% 0 Timeline QQEW 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $51.2K 0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $50.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $50.8K <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; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 50 shares; 2026Q2: 61 shares 61 $50.6K <0.01% +11 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $49.4K <0.01% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $48.8K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 236 shares; 2025Q3: 755 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 452 shares 452 $48.6K <0.01% -306 Timeline RFG 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; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $48.4K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 77 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 270 shares 270 $47.9K <0.01% +100 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 415 shares 415 $47.7K <0.01% +15 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 393 shares 393 $47.3K <0.01% 0 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,325 shares; 2025Q4: 435 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $46.7K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,082 shares; 2025Q1: 1,005 shares; 2025Q2: 1,014 shares; 2025Q3: 895 shares; 2025Q4: 903 shares; 2026Q1: 910 shares; 2026Q2: 917 shares 917 $46.4K <0.01% +7 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; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 560 shares 560 $45.5K <0.01% -1 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $44.6K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $44K <0.01% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $43.7K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $43.6K <0.01% 0 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 200 shares; 2025Q4: 705 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $43.6K <0.01% 0 Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $43.4K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 335 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 175 shares 175 $43.1K <0.01% -191 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 22 shares; 2026Q2: 50 shares 50 $42.9K <0.01% +28 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $42.4K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 220 shares; 2026Q2: 210 shares 210 $41.9K <0.01% -10 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $41.6K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $41.4K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $41.1K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $41K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $40.8K <0.01% 0 Timeline GOOGM ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $40.7K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201 shares 201 $39.7K <0.01% new 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; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $39.3K <0.01% 0 Timeline AAPB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 1,151 shares 1,151 $39.1K <0.01% +1,110 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $39.1K <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $38.8K <0.01% 0 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $38.1K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 112 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 129 shares 129 $37.8K <0.01% +4 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,500 shares; 2025Q1: 4,395 shares; 2025Q2: 2,470 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares; 2026Q2: 570 shares 570 $37.8K <0.01% -800 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $36.8K <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; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $36.7K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $36.3K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $35.8K <0.01% 0 Timeline UYM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,881 shares; 2026Q2: 1,200 shares 1,200 $35.6K <0.01% -681 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $35.4K <0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 123 shares; 2026Q2: 823 shares 823 $35.1K <0.01% +700 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $35.1K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 335 shares 335 $34.8K <0.01% -91 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; 2024Q3: restricted; 2024Q4: 1,326 shares; 2025Q1: 1,321 shares; 2025Q2: 1,190 shares; 2025Q3: 1,664 shares; 2025Q4: 1,625 shares; 2026Q1: 53 shares; 2026Q2: 61 shares 61 $34.4K <0.01% +8 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $34.3K <0.01% 0 Timeline SAA PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 840 shares; 2026Q2: 900 shares 900 $34.1K <0.01% +60 Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 800 shares 800 $34.1K <0.01% +500 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $34.1K <0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $34.1K <0.01% 0 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $33.7K <0.01% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 300 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $33.1K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $33K <0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $33K <0.01% 0 Timeline TSLL 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; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 832 shares; 2025Q3: 1,657 shares; 2025Q4: 1,765 shares; 2026Q1: 2,306 shares; 2026Q2: 2,323 shares 2,323 $32.9K <0.01% +17 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 3,235 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 410 shares; 2026Q2: 420 shares 420 $32.7K <0.01% +10 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 511 shares; 2026Q2: 221 shares 221 $32.6K <0.01% -290 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; 2024Q3: restricted; 2024Q4: 34 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 260 shares; 2025Q4: 232 shares; 2026Q1: 112 shares; 2026Q2: 111 shares 111 $32.2K <0.01% -1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $31.5K <0.01% 0 Timeline GGLL 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; 2024Q3: restricted; 2024Q4: 1,054 shares; 2025Q1: 533 shares; 2025Q2: 867 shares; 2025Q3: 924 shares; 2025Q4: 461 shares; 2026Q1: 454 shares; 2026Q2: 277 shares 277 $31.5K <0.01% -177 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 696 shares; 2025Q1: 529 shares; 2025Q2: 293 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 210 shares; 2026Q2: 217 shares 217 $31.1K <0.01% +7 Timeline ROBO 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; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $30.8K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 124 shares; 2025Q3: 120 shares; 2025Q4: 121 shares; 2026Q1: 131 shares; 2026Q2: 60 shares 60 $30.6K <0.01% -71 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $30.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $30K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 111 shares 111 $29.5K <0.01% +3 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 531 shares; 2025Q1: 535 shares; 2025Q2: 541 shares; 2025Q3: 549 shares; 2025Q4: 555 shares; 2026Q1: 560 shares; 2026Q2: 565 shares 565 $29.5K <0.01% +5 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 40 shares 40 $29.4K <0.01% +17 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares; 2026Q2: 2,000 shares 2,000 $29.2K <0.01% -65 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 520 shares 520 $29.1K <0.01% +220 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $29.1K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 34,500 shares; 2025Q2: 41,500 shares; 2025Q3: 41,500 shares; 2025Q4: 28,900 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $29K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 410 shares; 2025Q1: 301 shares; 2025Q2: 202 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 205 shares; 2026Q2: 214 shares 214 $28.9K <0.01% +9 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 55 shares 55 $28.5K <0.01% -6 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; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 126 shares; 2025Q2: 76 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 53 shares; 2026Q2: 54 shares 54 $28.4K <0.01% +1 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; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 86 shares 86 $28.4K <0.01% -92 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 254 shares; 2025Q4: 250 shares; 2026Q1: 478 shares; 2026Q2: 458 shares 458 $27.7K <0.01% -20 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares; 2026Q2: 544 shares 544 $27.4K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $27.3K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $27.2K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,070 shares; 2025Q1: 1,310 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 2 shares; 2026Q2: 50 shares 50 $27.1K <0.01% +48 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $26.7K <0.01% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $26.6K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,242 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $26.5K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $26.2K <0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $26.1K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 379 shares; 2026Q2: 220 shares 220 $25.9K <0.01% -159 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $25.8K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $25.5K <0.01% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 274 shares; 2025Q2: 275 shares; 2025Q3: 276 shares; 2025Q4: 207 shares; 2026Q1: 208 shares; 2026Q2: 209 shares 209 $25.2K <0.01% +1 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $24.8K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $24.8K <0.01% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $24.7K <0.01% 0 Timeline TECL 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; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $24.7K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 40 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $24.6K <0.01% 0 Timeline BITU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 788 shares; 2025Q1: 703 shares; 2025Q2: 10,080 shares; 2025Q3: 6,555 shares; 2025Q4: 1,825 shares; 2026Q1: 2,721 shares; 2026Q2: 3,030 shares 3,030 $24.6K <0.01% +309 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 800 shares 800 $24.6K <0.01% -100 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,180 shares 1,180 $24.3K <0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133 shares 133 $24.2K <0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56 shares 56 $23.9K <0.01% new Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $23.9K <0.01% new Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 300 shares 300 $23.7K <0.01% +160 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 814 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $23.4K <0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,734 shares; 2025Q1: 10,734 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $23.3K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 68 shares; 2026Q1: 141 shares; 2026Q2: 142 shares 142 $23.3K <0.01% +1 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,320 shares 1,320 $23.2K <0.01% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275 $23K <0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 51,520 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $22.4K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 100 shares 100 $22.4K <0.01% +97 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 70 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $22.1K <0.01% 0 Timeline OMDA OMADA HEALTH INC More: the full row for OMADA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $21.9K <0.01% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 2,000 shares; 2026Q1: 3,105 shares; 2026Q2: 3,000 shares 3,000 $21.8K <0.01% -105 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; 2024Q3: restricted; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 678 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $21.6K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,100 shares; 2025Q1: 600 shares; 2025Q2: 1,710 shares; 2025Q3: 1,875 shares; 2025Q4: 915 shares; 2026Q1: 1,218 shares; 2026Q2: 2,127 shares 2,127 $21.3K <0.01% +909 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $21.2K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 56 shares 56 $21K <0.01% +2 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; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 128 shares; 2025Q2: 134 shares; 2025Q3: 138 shares; 2025Q4: 344 shares; 2026Q1: 548 shares; 2026Q2: 495 shares 495 $21K <0.01% -53 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 500 shares; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,000 shares 1,000 $20.7K <0.01% -1,000 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; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 445 shares; 2026Q2: 450 shares 450 $20.5K <0.01% +5 Timeline