QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,034 shares; 2024Q4: 81,141 shares; 2025Q1: 80,800 shares; 2025Q2: 83,108 shares; 2025Q3: 81,724 shares; 2025Q4: 82,448 shares; 2026Q1: 82,192 shares 82,192 $47.4M 7.34% -256 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,151 shares; 2024Q4: 205,444 shares; 2025Q1: 208,359 shares; 2025Q2: 231,308 shares; 2025Q3: 237,719 shares; 2025Q4: 242,032 shares; 2026Q1: 242,385 shares 242,385 $42.3M 6.54% +353 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,026 shares; 2024Q4: 111,316 shares; 2025Q1: 113,446 shares; 2025Q2: 127,884 shares; 2025Q3: 116,261 shares; 2025Q4: 116,736 shares; 2026Q1: 117,454 shares 117,454 $29.8M 4.61% +718 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,530 shares; 2024Q4: 109,833 shares; 2025Q1: 110,728 shares; 2025Q2: 125,105 shares; 2025Q3: 126,808 shares; 2025Q4: 128,481 shares; 2026Q1: 130,716 shares 130,716 $27.2M 4.21% +2,235 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,200 shares; 2024Q4: 60,677 shares; 2025Q1: 61,488 shares; 2025Q2: 68,603 shares; 2025Q3: 70,175 shares; 2025Q4: 71,259 shares; 2026Q1: 72,317 shares 72,317 $26.8M 4.14% +1,058 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,467 shares; 2024Q4: 178,491 shares; 2025Q1: 192,585 shares; 2025Q2: 186,441 shares; 2025Q3: 184,745 shares; 2025Q4: 183,468 shares; 2026Q1: 204,747 shares 204,747 $25.5M 3.94% +21,279 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,947 shares; 2024Q4: 22,143 shares; 2025Q1: 22,069 shares; 2025Q2: 24,781 shares; 2025Q3: 25,464 shares; 2025Q4: 25,724 shares; 2026Q1: 25,631 shares 25,631 $23.6M 3.65% -93 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,275 shares; 2024Q4: 284,197 shares; 2025Q1: 289,013 shares; 2025Q2: 289,460 shares; 2025Q3: 288,834 shares; 2025Q4: 286,110 shares; 2026Q1: 326,526 shares 326,526 $22.1M 3.41% +40,416 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,189 shares; 2024Q4: 121,001 shares; 2025Q1: 116,546 shares; 2025Q2: 71,967 shares; 2025Q3: 72,622 shares; 2025Q4: 73,664 shares; 2026Q1: 74,972 shares 74,972 $21.5M 3.33% +1,308 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,006 shares; 2024Q4: 28,084 shares; 2025Q1: 26,899 shares; 2025Q2: 30,014 shares; 2025Q3: 29,202 shares; 2025Q4: 28,317 shares; 2026Q1: 28,545 shares 28,545 $18.6M 2.87% +228 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,018 shares; 2024Q4: 21,333 shares; 2025Q1: 21,647 shares; 2025Q2: 23,792 shares; 2025Q3: 25,012 shares; 2025Q4: 25,446 shares; 2026Q1: 25,236 shares 25,236 $17.9M 2.77% -210 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,566 shares; 2024Q4: 27,650 shares; 2025Q1: 27,258 shares; 2025Q2: 27,529 shares; 2025Q3: 26,382 shares; 2025Q4: 26,796 shares; 2026Q1: 26,611 shares 26,611 $17.4M 2.69% -185 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,315 shares; 2024Q4: 15,539 shares; 2025Q1: 15,607 shares; 2025Q2: 17,011 shares; 2025Q3: 17,247 shares; 2025Q4: 17,468 shares; 2026Q1: 17,396 shares 17,396 $17.3M 2.68% -72 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,596 shares; 2024Q4: 36,828 shares; 2025Q1: 39,623 shares; 2025Q2: 43,900 shares; 2025Q3: 45,295 shares; 2025Q4: 46,413 shares; 2026Q1: 46,815 shares 46,815 $14.5M 2.24% +402 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 13,806 shares; 2025Q1: 14,751 shares; 2025Q2: 21,302 shares; 2025Q3: 21,990 shares; 2025Q4: 23,129 shares; 2026Q1: 23,371 shares 23,371 $13.4M 2.07% +242 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,630 shares; 2024Q4: 60,627 shares; 2025Q1: 61,219 shares; 2025Q2: 64,816 shares; 2025Q3: 67,362 shares; 2025Q4: 69,078 shares; 2026Q1: 70,536 shares 70,536 $11.3M 1.75% +1,458 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,614 shares; 2024Q4: 20,629 shares; 2025Q1: 20,254 shares; 2025Q2: 20,254 shares; 2025Q3: 20,189 shares; 2025Q4: 19,564 shares; 2026Q1: 18,311 shares 18,311 $11.3M 1.75% -1,253 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 12,846 shares; 2025Q1: 12,921 shares; 2025Q2: 12,956 shares; 2025Q3: 13,133 shares; 2025Q4: 13,343 shares; 2026Q1: 13,229 shares 13,229 $11.2M 1.73% -114 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,315 shares; 2024Q4: 110,044 shares; 2025Q1: 80,775 shares; 2025Q2: 79,984 shares; 2025Q3: 69,651 shares; 2025Q4: 68,246 shares; 2026Q1: 68,691 shares 68,691 $10M 1.56% +445 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,695 shares; 2024Q4: 51,109 shares; 2025Q1: 50,272 shares; 2025Q2: 55,778 shares; 2025Q3: 56,413 shares; 2025Q4: 58,148 shares; 2026Q1: 59,570 shares 59,570 $9.8M 1.52% +1,422 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,983 shares; 2024Q4: 36,457 shares; 2025Q1: 37,364 shares; 2025Q2: 39,028 shares; 2025Q3: 39,928 shares; 2025Q4: 40,542 shares; 2026Q1: 40,702 shares 40,702 $8.85M 1.37% +160 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 8,961 shares; 2025Q1: 16,941 shares; 2025Q2: 18,880 shares; 2025Q3: 20,237 shares; 2025Q4: 21,419 shares; 2026Q1: 22,567 shares 22,567 $8.81M 1.36% +1,148 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 6,790 shares; 2025Q3: 38,830 shares; 2025Q4: 39,838 shares; 2026Q1: 40,373 shares 40,373 $8.63M 1.34% +535 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,940 shares; 2024Q4: 86,185 shares; 2025Q1: 93,931 shares; 2025Q2: 100,921 shares; 2025Q3: 107,316 shares; 2025Q4: 113,157 shares; 2026Q1: 115,844 shares 115,844 $8.33M 1.29% +2,687 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,338 shares; 2024Q4: 23,492 shares; 2025Q1: 23,897 shares; 2025Q2: 26,124 shares; 2025Q3: 27,301 shares; 2025Q4: 28,057 shares; 2026Q1: 28,323 shares 28,323 $8.33M 1.29% +266 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,060 shares; 2024Q4: 22,556 shares; 2025Q1: 22,882 shares; 2025Q2: 25,691 shares; 2025Q3: 26,438 shares; 2025Q4: 27,178 shares; 2026Q1: 27,560 shares 27,560 $8.33M 1.29% +382 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,774 shares; 2024Q4: 16,319 shares; 2025Q1: 17,789 shares; 2025Q2: 19,399 shares; 2025Q3: 21,088 shares; 2025Q4: 21,760 shares; 2026Q1: 22,156 shares 22,156 $7.92M 1.23% +396 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,592 shares; 2024Q4: 44,691 shares; 2025Q1: 44,370 shares; 2025Q2: 46,115 shares; 2025Q3: 46,448 shares; 2025Q4: 46,818 shares; 2026Q1: 47,124 shares 47,124 $7.53M 1.16% +306 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,535 shares; 2024Q4: 13,965 shares; 2025Q1: 14,538 shares; 2025Q2: 15,340 shares; 2025Q3: 15,833 shares; 2025Q4: 16,497 shares; 2026Q1: 16,757 shares 16,757 $7.48M 1.16% +260 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $7.18M 1.11% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,290 shares; 2025Q4: 26,435 shares; 2026Q1: 28,650 shares 28,650 $7.18M 1.11% +2,215 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,283 shares; 2024Q4: 17,339 shares; 2025Q1: 17,759 shares; 2025Q2: 19,192 shares; 2025Q3: 20,435 shares; 2025Q4: 20,860 shares; 2026Q1: 21,043 shares 21,043 $6.92M 1.07% +183 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,599 shares; 2024Q4: 53,569 shares; 2025Q1: 52,939 shares; 2025Q2: 57,619 shares; 2025Q3: 56,089 shares; 2025Q4: 56,145 shares; 2026Q1: 55,272 shares 55,272 $6.87M 1.06% -873 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,531 shares; 2024Q4: 9,922 shares; 2025Q1: 10,034 shares; 2025Q2: 11,179 shares; 2025Q3: 11,280 shares; 2025Q4: 11,403 shares; 2026Q1: 11,309 shares 11,309 $6.84M 1.06% -94 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; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 11,514 shares; 2025Q1: 12,566 shares; 2025Q2: 13,368 shares; 2025Q3: 14,014 shares; 2025Q4: 14,461 shares; 2026Q1: 14,746 shares 14,746 $6.8M 1.05% +285 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,599 shares; 2024Q4: 26,084 shares; 2025Q1: 26,991 shares; 2025Q2: 27,561 shares; 2025Q3: 29,156 shares; 2025Q4: 31,022 shares; 2026Q1: 31,682 shares 31,682 $6.45M 1% +660 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,208 shares; 2024Q4: 12,168 shares; 2025Q1: 11,993 shares; 2025Q2: 11,933 shares; 2025Q3: 11,801 shares; 2025Q4: 11,980 shares; 2026Q1: 12,018 shares 12,018 $5.91M 0.91% +38 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,654 shares; 2024Q4: 14,769 shares; 2025Q1: 14,407 shares; 2025Q2: 15,317 shares; 2025Q3: 15,624 shares; 2025Q4: 16,009 shares; 2026Q1: 16,348 shares 16,348 $5.64M 0.87% +339 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,260 shares; 2024Q4: 11,453 shares; 2025Q1: 12,596 shares; 2025Q2: 14,399 shares; 2025Q3: 14,919 shares; 2025Q4: 15,534 shares; 2026Q1: 15,992 shares 15,992 $5.63M 0.87% +458 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,397 shares; 2025Q1: 4,653 shares; 2025Q2: 5,405 shares; 2025Q3: 5,545 shares; 2025Q4: 5,745 shares; 2026Q1: 5,815 shares 5,815 $5.59M 0.87% +70 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 101 shares; 2025Q2: 7,002 shares; 2025Q3: 7,156 shares; 2025Q4: 55,380 shares; 2026Q1: 55,890 shares 55,890 $5.37M 0.83% +510 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,300 shares; 2024Q4: 24,071 shares; 2025Q1: 24,482 shares; 2025Q2: 26,506 shares; 2025Q3: 26,986 shares; 2025Q4: 27,133 shares; 2026Q1: 26,861 shares 26,861 $5.01M 0.78% -272 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 102 shares; 2025Q1: 24,133 shares; 2025Q2: 32,842 shares; 2025Q3: 32,680 shares; 2025Q4: 32,960 shares; 2026Q1: 33,197 shares 33,197 $4.88M 0.76% +237 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 8,171 shares; 2025Q1: 8,470 shares; 2025Q2: 9,018 shares; 2025Q3: 9,178 shares; 2025Q4: 42,090 shares; 2026Q1: 41,764 shares 41,764 $4.37M 0.68% -326 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,161 shares; 2024Q4: 18,761 shares; 2025Q1: 18,472 shares; 2025Q2: 14,747 shares; 2025Q3: 15,037 shares; 2025Q4: 15,037 shares; 2026Q1: 15,012 shares 15,012 $4.32M 0.67% -25 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,405 shares; 2024Q4: 17,328 shares; 2025Q1: 16,797 shares; 2025Q2: 16,942 shares; 2025Q3: 15,743 shares; 2025Q4: 15,173 shares; 2026Q1: 14,622 shares 14,622 $3.63M 0.56% -551 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 38,945 shares; 2025Q1: 43,401 shares; 2025Q2: 46,411 shares; 2025Q3: 47,906 shares; 2025Q4: 49,111 shares; 2026Q1: 48,316 shares 48,316 $3.03M 0.47% -795 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,139 shares; 2024Q4: 29,429 shares; 2025Q1: 29,585 shares; 2025Q2: 29,981 shares; 2025Q3: 31,887 shares; 2025Q4: 30,971 shares; 2026Q1: 31,572 shares 31,572 $2.83M 0.44% +601 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 8,856 shares; 2025Q1: 8,856 shares; 2025Q2: 9,233 shares; 2025Q3: 9,208 shares; 2025Q4: 8,763 shares; 2026Q1: 8,701 shares 8,701 $2.79M 0.43% -62 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,520 shares; 2024Q4: 12,066 shares; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 11,337 shares; 2025Q4: 22,602 shares; 2026Q1: 20,187 shares 20,187 $2.68M 0.42% -2,415 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,145 shares; 2025Q4: 35,890 shares; 2026Q1: 37,585 shares 37,585 $2.6M 0.4% +1,695 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,380 shares; 2024Q4: 14,215 shares; 2025Q1: 14,215 shares; 2025Q2: 16,930 shares; 2025Q3: 16,930 shares; 2025Q4: 16,560 shares; 2026Q1: 16,660 shares 16,660 $2.52M 0.39% +100 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; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 10,547 shares; 2025Q1: 10,973 shares; 2025Q2: 11,173 shares; 2025Q3: 11,174 shares; 2025Q4: 12,087 shares; 2026Q1: 12,087 shares 12,087 $1.77M 0.27% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,129 shares; 2025Q1: 1,384 shares; 2025Q2: 1,982 shares; 2025Q3: 2,132 shares; 2025Q4: 2,132 shares; 2026Q1: 2,496 shares 2,496 $1.49M 0.23% +364 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 100 shares; 2025Q2: 5,436 shares; 2025Q3: 6,048 shares; 2025Q4: 2,759 shares; 2026Q1: 2,719 shares 2,719 $1.32M 0.2% -40 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 2,752 shares; 2025Q3: 2,752 shares; 2025Q4: 2,652 shares; 2026Q1: 2,912 shares 2,912 $1.25M 0.19% +260 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 5,700 shares; 2025Q1: 4,286 shares; 2025Q2: 4,466 shares; 2025Q3: 3,616 shares; 2025Q4: 2,714 shares; 2026Q1: 2,602 shares 2,602 $1.25M 0.19% -112 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 5,623 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 5,633 shares; 2025Q4: 5,491 shares; 2026Q1: 5,520 shares 5,520 $1.19M 0.18% +29 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 6,673 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 5,774 shares; 2025Q4: 5,545 shares; 2026Q1: 6,545 shares 6,545 $1.11M 0.17% +1,000 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,445 shares; 2025Q2: 4,021 shares; 2025Q3: 4,148 shares; 2025Q4: 3,947 shares; 2026Q1: 3,947 shares 3,947 $965K 0.15% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,828 shares; 2025Q1: 1,528 shares; 2025Q2: 3,953 shares; 2025Q3: 3,953 shares; 2025Q4: 3,915 shares; 2026Q1: 3,915 shares 3,915 $925K 0.14% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,581 shares; 2024Q4: 25,599 shares; 2025Q1: 3,691 shares; 2025Q2: 4,504 shares; 2025Q3: 4,431 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares 4,360 $902K 0.14% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,166 shares; 2024Q4: 8,294 shares; 2025Q1: 8,294 shares; 2025Q2: 8,294 shares; 2025Q3: 8,714 shares; 2025Q4: 8,545 shares; 2026Q1: 11,195 shares 11,195 $869K 0.13% +2,650 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares 2,230 $709K 0.11% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,753 shares; 2024Q4: 9,665 shares; 2025Q1: 5,845 shares; 2025Q2: 8,397 shares; 2025Q3: 5,815 shares; 2025Q4: 5,723 shares; 2026Q1: 5,723 shares 5,723 $688K 0.11% 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; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $661K 0.1% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $637K 0.1% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 6,835 shares; 2025Q1: 6,835 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 6,835 shares; 2026Q1: 6,835 shares 6,835 $626K 0.1% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 9,389 shares; 2025Q4: 23,950 shares; 2026Q1: 32,300 shares 32,300 $623K 0.1% +8,350 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 3,269 shares; 2025Q3: 3,267 shares; 2025Q4: 3,223 shares; 2026Q1: 3,223 shares 3,223 $588K 0.09% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 1,268 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares 1,260 $560K 0.09% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,236 shares; 2025Q4: 4,215 shares; 2026Q1: 4,172 shares 4,172 $546K 0.08% -43 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,737 shares; 2025Q1: 1,737 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares 1,737 $545K 0.08% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,905 shares; 2025Q1: 3,914 shares; 2025Q2: 3,914 shares; 2025Q3: 4,388 shares; 2025Q4: 4,301 shares; 2026Q1: 3,681 shares 3,681 $532K 0.08% -620 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 2,404 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares; 2026Q1: 2,373 shares 2,373 $495K 0.08% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 353 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,000 shares; 2026Q1: 3,190 shares 3,190 $445K 0.07% +190 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,400 shares; 2025Q3: 21,650 shares; 2025Q4: 17,050 shares; 2026Q1: 8,300 shares 8,300 $429K 0.07% -8,750 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $391K 0.06% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 317 shares; 2025Q1: 17 shares; 2025Q2: 4,367 shares; 2025Q3: 4,367 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350 $348K 0.05% 0 Timeline NVA NOVA MINERALS LTD More: the full row for NOVA MINERALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,250 shares; 2026Q1: 59,240 shares 59,240 $348K 0.05% -11,010 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,660 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares 2,660 $332K 0.05% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 1,267 shares; 2025Q3: 52 shares; 2025Q4: 45 shares; 2026Q1: 1,620 shares 1,620 $320K 0.05% +1,575 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,528 shares; 2025Q1: 6,108 shares; 2025Q2: 6,108 shares; 2025Q3: 6,108 shares; 2025Q4: 6,108 shares; 2026Q1: 6,108 shares 6,108 $318K 0.05% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,348 shares; 2025Q1: 6,348 shares; 2025Q2: 5,848 shares; 2025Q3: 5,848 shares; 2025Q4: 5,848 shares; 2026Q1: 5,848 shares 5,848 $316K 0.05% 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; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,849 shares; 2025Q1: 1,099 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares 1,095 $304K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $273K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 190 shares; 2025Q1: 223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,241 shares; 2025Q4: 1,209 shares; 2026Q1: 1,176 shares 1,176 $270K 0.04% -33 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 7,429 shares; 2025Q3: 6,078 shares; 2025Q4: 5,800 shares; 2026Q1: 5,500 shares 5,500 $268K 0.04% -300 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $262K 0.04% 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; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares 2,540 $256K 0.04% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 875 shares; 2025Q4: not reported; 2026Q1: 6,250 shares 6,250 $255K 0.04% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,000 shares; 2026Q1: 750 shares 750 $253K 0.04% -250 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; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: 2,350 shares 2,350 $244K 0.04% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 475 shares 475 $235K 0.04% -100 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,400 shares; 2025Q3: 3,180 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $228K 0.04% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,365 shares; 2025Q1: 4,365 shares; 2025Q2: 3,903 shares; 2025Q3: 3,903 shares; 2025Q4: 3,903 shares; 2026Q1: 3,903 shares 3,903 $221K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 9,940 shares; 2025Q1: 9,879 shares; 2025Q2: 10,360 shares; 2025Q3: 699 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $212K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 1,386 shares; 2025Q1: 1,186 shares; 2025Q2: 1,640 shares; 2025Q3: 1,460 shares; 2025Q4: 1,315 shares; 2026Q1: 1,065 shares 1,065 $211K 0.03% -250 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares; 2026Q1: 2,642 shares 2,642 $210K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $200K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $199K 0.03% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares 943 $194K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,481 shares; 2025Q1: 2,197 shares; 2025Q2: 3,985 shares; 2025Q3: 3,471 shares; 2025Q4: 3,330 shares; 2026Q1: 2,470 shares 2,470 $188K 0.03% -860 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 791 shares; 2025Q1: 805 shares; 2025Q2: 591 shares; 2025Q3: 581 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $186K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 142 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 581 shares; 2026Q1: 636 shares 636 $185K 0.03% +55 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 1,187 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 874 shares 874 $185K 0.03% +865 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 532 shares; 2025Q1: 482 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $184K 0.03% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $179K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $178K 0.03% 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; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 641 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 619 shares; 2026Q1: 621 shares 621 $176K 0.03% +2 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,492 shares; 2026Q1: 4,492 shares 4,492 $175K 0.03% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 71 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 105 shares; 2026Q1: 591 shares 591 $174K 0.03% +486 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 648 shares; 2025Q3: 616 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $174K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 225 shares; 2025Q3: 210 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $173K 0.03% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: 458 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $173K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 951 shares; 2025Q1: 785 shares; 2025Q2: 685 shares; 2025Q3: 610 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $172K 0.03% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 713 shares 713 $172K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 1,769 shares; 2025Q3: 1,726 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares 1,664 $171K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $167K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,745 shares; 2025Q3: 1,849 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares 1,764 $164K 0.03% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares 3,480 $162K 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 1,616 shares; 2026Q1: 4,016 shares 4,016 $148K 0.02% +2,400 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 1,146 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares 1,146 $147K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 345 shares; 2025Q2: 378 shares; 2025Q3: 604 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $146K 0.02% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,271 shares; 2025Q2: 2,271 shares; 2025Q3: 2,271 shares; 2025Q4: 2,271 shares; 2026Q1: 2,271 shares 2,271 $146K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637 $144K 0.02% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $143K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,541 shares; 2025Q1: 1,540 shares; 2025Q2: 1,539 shares; 2025Q3: 1,529 shares; 2025Q4: 1,464 shares; 2026Q1: 1,464 shares 1,464 $141K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,840 shares; 2025Q3: 4,840 shares; 2025Q4: 4,840 shares; 2026Q1: 3,640 shares 3,640 $138K 0.02% -1,200 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $132K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $131K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,430 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares 1,314 $130K 0.02% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $128K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $127K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 958 shares; 2026Q1: 958 shares 958 $118K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 396 shares; 2025Q3: 385 shares; 2025Q4: 470 shares; 2026Q1: 770 shares 770 $116K 0.02% +300 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 17 shares; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: 115 shares 115 $113K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,876 shares; 2025Q1: 1,476 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $112K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 497 shares; 2025Q4: not reported; 2026Q1: 3,800 shares 3,800 $110K 0.02% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 3,300 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $106K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $104K 0.02% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 568 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $103K 0.02% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,127 shares; 2025Q3: 2,127 shares; 2025Q4: 2,127 shares; 2026Q1: 2,127 shares 2,127 $103K 0.02% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301 $102K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 400 shares; 2026Q1: 350 shares 350 $102K 0.02% -50 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; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $102K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $101K 0.02% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $100K 0.02% 0 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 9,144 shares; 2025Q2: 9,144 shares; 2025Q3: 9,144 shares; 2025Q4: 9,144 shares; 2026Q1: 9,144 shares 9,144 $99.8K 0.02% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $96.8K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 1,947 shares; 2025Q1: 1,747 shares; 2025Q2: 1,564 shares; 2025Q3: 1,546 shares; 2025Q4: 1,500 shares; 2026Q1: 550 shares 550 $93K 0.01% -950 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares 355 $93K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 300 shares; 2026Q1: 160 shares 160 $89.9K 0.01% -140 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $86.9K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,117 shares; 2025Q1: 2,217 shares; 2025Q2: 2,295 shares; 2025Q3: 2,217 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $86.2K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $79K 0.01% 0 Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,400 shares 47,400 $78.7K 0.01% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $76.3K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 124 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 159 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $76.3K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: 790 shares 790 $76.2K 0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares 310 $75K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $74.9K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 614 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $70.9K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares 1,116 $69.7K 0.01% 0 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares 9,700 $68.6K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,026 shares; 2025Q3: 1,126 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $68K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 625 shares 625 $67.9K 0.01% -325 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 491 shares; 2025Q3: 381 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $67.9K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 432 shares 432 $65.9K 0.01% -39 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 50 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 501 shares; 2026Q1: 241 shares 241 $65.6K 0.01% -260 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 64 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $65.4K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $64.8K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $64.7K 0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $57.9K 0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $55.3K 0.01% 0 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,000 shares; 2026Q1: 35,000 shares 35,000 $53.2K 0.01% -13,000 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 668 shares 668 $53K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 300 shares 300 $50.7K 0.01% +25 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,946 shares; 2025Q1: 1,336 shares; 2025Q2: 1,006 shares; 2025Q3: 556 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $47.1K 0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $43.5K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391 shares; 2026Q1: 391 shares 391 $43.3K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 634 shares; 2025Q3: 154 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $40K 0.01% 0 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $39K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $37.8K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $35.9K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 250 shares; 2026Q1: 200 shares 200 $34.7K 0.01% -50 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $34.3K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 302 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $34.2K 0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $34K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $33.2K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $32.1K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $31.3K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $30.7K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $29.8K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $29.5K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 157 shares; 2025Q3: 197 shares; 2025Q4: 181 shares; 2026Q1: 141 shares 141 $29.5K <0.01% -40 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $26.1K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 727 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $24.3K <0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 126 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $23.8K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233 $23.3K <0.01% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $22.6K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $22.4K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 115 shares 115 $21.9K <0.01% -35 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares 541 $21.7K <0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 100 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $21.5K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 15 shares; 2025Q4: 21 shares; 2026Q1: 16 shares 16 $21.1K <0.01% -5 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,983 shares; 2024Q4: 9,368 shares; 2025Q1: 8,918 shares; 2025Q2: 636 shares; 2025Q3: 96 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $18.2K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $17.9K <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; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 28 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $17.8K <0.01% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $17.2K <0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $17.2K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 429 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $16.7K <0.01% 0 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; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 171 shares; 2025Q2: 138 shares; 2025Q3: 121 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $16.5K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $16.3K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 557 shares; 2025Q4: 371 shares; 2026Q1: 171 shares 171 $16.1K <0.01% -200 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 124 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $15.2K <0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $14.1K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $14.1K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $13.8K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $13.7K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 778 shares; 2025Q3: 124 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $13.1K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 231 shares; 2025Q1: 340 shares; 2025Q2: 396 shares; 2025Q3: 231 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $12.7K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $12.7K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 65 shares; 2026Q1: 37 shares 37 $12.5K <0.01% -28 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $12.2K <0.01% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $12K <0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 106 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 29 shares; 2026Q1: 21 shares 21 $11.7K <0.01% -8 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $11.5K <0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 475 shares; 2025Q1: 71 shares; 2025Q2: 75 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $10.3K <0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $9.6K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 44 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 31 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $9.51K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares 326 $9.49K <0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.17K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $9.07K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $8.86K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $8.74K <0.01% 0 Timeline XRPR ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $8.27K <0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 176 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $7.76K <0.01% 0 Timeline ARMP ARMATA PHARMACEUTICALS INC More: the full row for ARMATA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 714 shares 714 $7.31K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $6.77K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $6.66K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $5.76K <0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $5.54K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares 275 $5.03K <0.01% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $4.91K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $4.51K <0.01% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,200 shares; 2025Q3: 17,340 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $4.46K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $4.31K <0.01% 0 Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $4.22K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $4.1K <0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares 13 $3.87K <0.01% new Timeline USAU U S GOLD CORP More: the full row for U S GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 250 shares 250 $3.8K <0.01% -2,750 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $3.75K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $3.66K <0.01% 0 Timeline CTEX PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $3.43K <0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $2.94K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $2.51K <0.01% 0 Timeline BYSI BEYONDSPRING INC More: the full row for BEYONDSPRING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $2.46K <0.01% 0 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183 shares 183 $2.4K <0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $2K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $1.65K <0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $1.62K <0.01% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.06K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $904 <0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: not reported; 2026Q1: 10 shares 10 $882 <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: not reported; 2026Q1: 8 shares 8 $866 <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares 19 $730 <0.01% new Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $429 <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $285 <0.01% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares 22 $272 <0.01% new Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $186 <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 204 shares; 2025Q3: 85 shares; 2025Q4: not reported; 2026Q1: 1 shares 1 $62 <0.01% new Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $35 <0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares 4 $25 <0.01% new Timeline