DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,170 shares; 2024Q4: 286,167 shares; 2025Q1: 315,099 shares; 2025Q2: 392,369 shares; 2025Q3: 602,406 shares; 2025Q4: 825,630 shares; 2026Q1: 824,991 shares 824,991 $48M 7.28% -639 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: 526,724 shares; 2024Q4: 550,904 shares; 2025Q1: 630,127 shares; 2025Q2: 526,419 shares; 2025Q3: 579,427 shares; 2025Q4: 668,138 shares; 2026Q1: 779,970 shares 779,970 $44.1M 6.69% +111,832 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: 85,556 shares; 2024Q4: 86,749 shares; 2025Q1: 89,565 shares; 2025Q2: 77,754 shares; 2025Q3: 76,621 shares; 2025Q4: 79,144 shares; 2026Q1: 82,959 shares 82,959 $35.4M 5.37% +3,815 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: 88,084 shares; 2024Q4: 76,323 shares; 2025Q1: 122,640 shares; 2025Q2: 234,202 shares; 2025Q3: 279,558 shares; 2025Q4: 460,054 shares; 2026Q1: 462,975 shares 462,975 $32.3M 4.9% +2,921 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: 104,688 shares; 2024Q4: 114,554 shares; 2025Q1: 116,380 shares; 2025Q2: 120,182 shares; 2025Q3: 123,432 shares; 2025Q4: 124,547 shares; 2026Q1: 127,752 shares 127,752 $27.8M 4.22% +3,205 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: 33,271 shares; 2024Q4: 32,763 shares; 2025Q1: 36,642 shares; 2025Q2: 31,353 shares; 2025Q3: 32,560 shares; 2025Q4: 39,377 shares; 2026Q1: 40,067 shares 40,067 $23.9M 3.63% +690 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,468 shares; 2024Q4: 237,003 shares; 2025Q1: 197,705 shares; 2025Q2: 290,296 shares; 2025Q3: 303,260 shares; 2025Q4: 475,838 shares; 2026Q1: 558,701 shares 558,701 $18.1M 2.75% +82,863 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: 106,560 shares; 2024Q4: 105,957 shares; 2025Q1: 108,489 shares; 2025Q2: 64,720 shares; 2025Q3: 61,393 shares; 2025Q4: 52,879 shares; 2026Q1: 52,035 shares 52,035 $16.7M 2.53% -844 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: 53,882 shares; 2024Q4: 54,933 shares; 2025Q1: 59,976 shares; 2025Q2: 59,871 shares; 2025Q3: 59,154 shares; 2025Q4: 58,356 shares; 2026Q1: 57,315 shares 57,315 $14.5M 2.21% -1,041 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,429 shares; 2025Q3: 243,150 shares; 2025Q4: 410,352 shares; 2026Q1: 428,244 shares 428,244 $14.1M 2.14% +17,892 Timeline SPTI 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: 363,790 shares; 2024Q4: 348,010 shares; 2025Q1: 377,413 shares; 2025Q2: 426,470 shares; 2025Q3: 492,139 shares; 2025Q4: 465,570 shares; 2026Q1: 483,957 shares 483,957 $13.9M 2.1% +18,387 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: 20,220 shares; 2024Q4: 19,958 shares; 2025Q1: 20,439 shares; 2025Q2: 20,225 shares; 2025Q3: 19,547 shares; 2025Q4: 19,422 shares; 2026Q1: 19,625 shares 19,625 $12.8M 1.94% +203 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: 1,873 shares; 2024Q4: 64,210 shares; 2025Q1: 117,217 shares; 2025Q2: 113,018 shares; 2025Q3: 149,806 shares; 2025Q4: 166,259 shares; 2026Q1: 144,050 shares 144,050 $12.7M 1.93% -22,209 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: 94,225 shares; 2024Q4: 106,061 shares; 2025Q1: 103,800 shares; 2025Q2: 107,253 shares; 2025Q3: 114,037 shares; 2025Q4: 116,465 shares; 2026Q1: 113,287 shares 113,287 $11.6M 1.76% -3,178 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: 67,256 shares; 2024Q4: 67,373 shares; 2025Q1: 70,158 shares; 2025Q2: 77,834 shares; 2025Q3: 59,465 shares; 2025Q4: 84,542 shares; 2026Q1: 85,104 shares 85,104 $11.3M 1.72% +562 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: 60,992 shares; 2024Q4: 63,264 shares; 2025Q1: 62,284 shares; 2025Q2: 63,043 shares; 2025Q3: 63,501 shares; 2025Q4: 62,884 shares; 2026Q1: 63,750 shares 63,750 $11.1M 1.69% +866 Timeline SPAB 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: 429,954 shares; 2024Q4: 436,844 shares; 2025Q1: 440,566 shares; 2025Q2: 447,927 shares; 2025Q3: 464,392 shares; 2025Q4: 413,807 shares; 2026Q1: 419,586 shares 419,586 $10.8M 1.63% +5,779 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 17,756 shares; 2025Q1: 17,756 shares; 2025Q2: 18,573 shares; 2025Q3: 18,402 shares; 2025Q4: 17,515 shares; 2026Q1: 17,709 shares 17,709 $10.2M 1.55% +194 Timeline RDVY 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: 127,560 shares; 2026Q1: 133,908 shares 133,908 $9.14M 1.39% +6,348 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 15,573 shares; 2025Q1: 17,170 shares; 2025Q2: 17,619 shares; 2025Q3: 19,586 shares; 2025Q4: 35,419 shares; 2026Q1: 37,552 shares 37,552 $9.01M 1.37% +2,133 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 626 shares; 2025Q2: 116,547 shares; 2025Q3: 157,521 shares; 2025Q4: 183,507 shares; 2026Q1: 193,718 shares 193,718 $8.84M 1.34% +10,211 Timeline IAGG 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: 115,416 shares; 2025Q3: 141,322 shares; 2025Q4: 165,920 shares; 2026Q1: 173,048 shares 173,048 $8.66M 1.31% +7,128 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: 39,812 shares; 2024Q4: 40,578 shares; 2025Q1: 40,828 shares; 2025Q2: 40,688 shares; 2025Q3: 40,515 shares; 2025Q4: 40,483 shares; 2026Q1: 40,771 shares 40,771 $8.49M 1.29% +288 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 69,945 shares; 2025Q3: 78,118 shares; 2025Q4: 41,695 shares; 2026Q1: 43,949 shares 43,949 $8.43M 1.28% +2,254 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,432 shares; 2025Q3: 173,456 shares; 2025Q4: 204,783 shares; 2026Q1: 219,755 shares 219,755 $7.96M 1.21% +14,972 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,286 shares; 2024Q4: 104,073 shares; 2025Q1: 107,763 shares; 2025Q2: 120,982 shares; 2025Q3: 133,008 shares; 2025Q4: 147,465 shares; 2026Q1: 149,071 shares 149,071 $7.74M 1.17% +1,606 Timeline XLG 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: 96,021 shares; 2025Q3: 206,829 shares; 2025Q4: 246,889 shares; 2026Q1: 136,176 shares 136,176 $7.43M 1.13% -110,713 Timeline SPYG 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: 85,212 shares; 2024Q4: 78,506 shares; 2025Q1: 91,790 shares; 2025Q2: 67,871 shares; 2025Q3: 68,887 shares; 2025Q4: 71,267 shares; 2026Q1: 71,253 shares 71,253 $6.98M 1.06% -14 Timeline SPHQ 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: 200,468 shares; 2024Q4: 209,830 shares; 2025Q1: 232,271 shares; 2025Q2: 201,653 shares; 2025Q3: 155,091 shares; 2025Q4: 90,072 shares; 2026Q1: 92,397 shares 92,397 $6.95M 1.05% +2,325 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257,051 shares; 2025Q3: 267,908 shares; 2025Q4: 245,362 shares; 2026Q1: 249,738 shares 249,738 $6.56M 0.99% +4,376 Timeline ITOT 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: 46,134 shares; 2024Q4: 46,034 shares; 2025Q1: 46,341 shares; 2025Q2: 45,974 shares; 2025Q3: 44,199 shares; 2025Q4: 43,426 shares; 2026Q1: 43,065 shares 43,065 $6.13M 0.93% -361 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,524 shares; 2025Q4: 71,740 shares; 2026Q1: 84,683 shares 84,683 $6M 0.91% +12,943 Timeline LGOV 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: 177,644 shares; 2025Q3: 185,486 shares; 2025Q4: 259,713 shares; 2026Q1: 264,435 shares 264,435 $5.7M 0.87% +4,722 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: 82,042 shares; 2024Q4: 77,259 shares; 2025Q1: 74,487 shares; 2025Q2: 72,100 shares; 2025Q3: 71,604 shares; 2025Q4: 71,290 shares; 2026Q1: 70,834 shares 70,834 $5.67M 0.86% -456 Timeline SPMB 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: 216,645 shares; 2024Q4: 235,829 shares; 2025Q1: 197,840 shares; 2025Q2: 212,861 shares; 2025Q3: 218,705 shares; 2025Q4: 244,076 shares; 2026Q1: 247,538 shares 247,538 $5.54M 0.84% +3,462 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,746 shares; 2024Q4: 30,582 shares; 2025Q1: 29,072 shares; 2025Q2: 31,455 shares; 2025Q3: 29,824 shares; 2025Q4: 27,907 shares; 2026Q1: 27,412 shares 27,412 $5.38M 0.82% -495 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,433 shares; 2024Q4: 120,663 shares; 2025Q1: 146,737 shares; 2025Q2: 154,494 shares; 2025Q3: 160,820 shares; 2025Q4: 78,576 shares; 2026Q1: 79,654 shares 79,654 $4.88M 0.74% +1,078 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: 15,883 shares; 2024Q4: 16,036 shares; 2025Q1: 15,433 shares; 2025Q2: 15,719 shares; 2025Q3: 16,019 shares; 2025Q4: 16,002 shares; 2026Q1: 16,447 shares 16,447 $4.72M 0.72% +445 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: 12,891 shares; 2024Q4: 13,293 shares; 2025Q1: 12,743 shares; 2025Q2: 12,736 shares; 2025Q3: 12,328 shares; 2025Q4: 12,521 shares; 2026Q1: 12,503 shares 12,503 $4.65M 0.71% -18 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: 10,926 shares; 2024Q4: 10,621 shares; 2025Q1: 10,944 shares; 2025Q2: 10,913 shares; 2025Q3: 10,944 shares; 2025Q4: 10,812 shares; 2026Q1: 11,264 shares 11,264 $4.17M 0.63% +452 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,668 shares; 2024Q4: 140,565 shares; 2025Q1: 147,328 shares; 2025Q2: 107,163 shares; 2025Q3: 110,434 shares; 2025Q4: 113,598 shares; 2026Q1: 114,884 shares 114,884 $3.88M 0.59% +1,286 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: 26,387 shares; 2024Q4: 27,178 shares; 2025Q1: 23,585 shares; 2025Q2: 14,005 shares; 2025Q3: 13,449 shares; 2025Q4: 12,042 shares; 2026Q1: 11,146 shares 11,146 $3.2M 0.49% -896 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 8,146 shares; 2025Q4: 13,794 shares; 2026Q1: 14,107 shares 14,107 $3.09M 0.47% +313 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,688 shares; 2024Q4: 10,403 shares; 2025Q1: 8,790 shares; 2025Q2: 8,501 shares; 2025Q3: 8,185 shares; 2025Q4: 6,822 shares; 2026Q1: 6,822 shares 6,822 $2.62M 0.4% 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: 4,244 shares; 2024Q4: 4,265 shares; 2025Q1: 4,263 shares; 2025Q2: 4,061 shares; 2025Q3: 4,067 shares; 2025Q4: 3,887 shares; 2026Q1: 3,677 shares 3,677 $2.56M 0.39% -210 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: 4,817 shares; 2024Q4: 4,956 shares; 2025Q1: 5,034 shares; 2025Q2: 5,295 shares; 2025Q3: 4,934 shares; 2025Q4: 4,884 shares; 2026Q1: 4,878 shares 4,878 $2.34M 0.35% -6 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,270 shares; 2024Q4: 16,647 shares; 2025Q1: 19,544 shares; 2025Q2: 22,082 shares; 2025Q3: 23,252 shares; 2025Q4: 25,313 shares; 2026Q1: 25,455 shares 25,455 $2.3M 0.35% +142 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: 11,817 shares; 2024Q4: 11,504 shares; 2025Q1: 12,530 shares; 2025Q2: 12,472 shares; 2025Q3: 12,989 shares; 2025Q4: 12,722 shares; 2026Q1: 13,245 shares 13,245 $2.25M 0.34% +523 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,020 shares; 2025Q4: 900 shares; 2026Q1: 94,948 shares 94,948 $2.17M 0.33% +94,048 Timeline IVW 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: 18,964 shares; 2024Q4: 18,966 shares; 2025Q1: 18,959 shares; 2025Q2: 19,979 shares; 2025Q3: 18,732 shares; 2025Q4: 18,650 shares; 2026Q1: 18,549 shares 18,549 $2.1M 0.32% -101 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: 15,645 shares; 2024Q4: 12,477 shares; 2025Q1: 12,479 shares; 2025Q2: 12,587 shares; 2025Q3: 12,473 shares; 2025Q4: 9,767 shares; 2026Q1: 9,829 shares 9,829 $2.08M 0.31% +62 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,331 shares; 2025Q3: 41,573 shares; 2025Q4: 20,578 shares; 2026Q1: 20,998 shares 20,998 $2.05M 0.31% +420 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,910 shares; 2024Q4: 11,358 shares; 2025Q1: 11,206 shares; 2025Q2: 10,736 shares; 2025Q3: 8,765 shares; 2025Q4: 8,549 shares; 2026Q1: 7,875 shares 7,875 $2.03M 0.31% -674 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 12,032 shares; 2025Q1: 12,032 shares; 2025Q2: 12,032 shares; 2025Q3: 12,632 shares; 2025Q4: 14,978 shares; 2026Q1: 14,853 shares 14,853 $2.01M 0.31% -125 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: 6,957 shares; 2024Q4: 6,911 shares; 2025Q1: 6,077 shares; 2025Q2: 6,061 shares; 2025Q3: 5,473 shares; 2025Q4: 5,460 shares; 2026Q1: 5,461 shares 5,461 $1.95M 0.3% +1 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,218 shares; 2024Q4: 9,277 shares; 2025Q1: 8,780 shares; 2025Q2: 8,577 shares; 2025Q3: 8,411 shares; 2025Q4: 9,045 shares; 2026Q1: 9,017 shares 9,017 $1.91M 0.29% -28 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 123,796 shares; 2026Q1: 111,862 shares 111,862 $1.86M 0.28% -11,934 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: 3,298 shares; 2024Q4: 3,280 shares; 2025Q1: 3,260 shares; 2025Q2: 3,238 shares; 2025Q3: 2,960 shares; 2025Q4: 2,777 shares; 2026Q1: 2,773 shares 2,773 $1.71M 0.26% -4 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 11,485 shares; 2025Q1: 12,608 shares; 2025Q2: 12,636 shares; 2025Q3: 13,484 shares; 2025Q4: 13,274 shares; 2026Q1: 13,680 shares 13,680 $1.7M 0.26% +406 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: 2,571 shares; 2025Q1: 24,339 shares; 2025Q2: 27,355 shares; 2025Q3: 34,210 shares; 2025Q4: 40,863 shares; 2026Q1: 42,387 shares 42,387 $1.63M 0.25% +1,524 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: 12,234 shares; 2024Q4: 15,346 shares; 2025Q1: 15,450 shares; 2025Q2: 14,557 shares; 2025Q3: 14,542 shares; 2025Q4: 14,433 shares; 2026Q1: 8,185 shares 8,185 $1.57M 0.24% -6,248 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: 7,732 shares; 2024Q4: 7,581 shares; 2025Q1: 7,898 shares; 2025Q2: 7,791 shares; 2025Q3: 7,551 shares; 2025Q4: 6,367 shares; 2026Q1: 6,257 shares 6,257 $1.55M 0.24% -110 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: 2,554 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,623 shares; 2025Q3: 3,526 shares; 2025Q4: 3,546 shares; 2026Q1: 3,551 shares 3,551 $1.53M 0.23% +5 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,780 shares; 2024Q4: 5,789 shares; 2025Q1: 5,794 shares; 2025Q2: 4,821 shares; 2025Q3: 4,823 shares; 2025Q4: 4,825 shares; 2026Q1: 4,827 shares 4,827 $1.44M 0.22% +2 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: 13,677 shares; 2024Q4: 13,459 shares; 2025Q1: 11,985 shares; 2025Q2: 11,346 shares; 2025Q3: 10,523 shares; 2025Q4: 9,799 shares; 2026Q1: 9,245 shares 9,245 $1.35M 0.21% -554 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: 4,113 shares; 2024Q4: 4,113 shares; 2025Q1: 4,171 shares; 2025Q2: 3,995 shares; 2025Q3: 4,707 shares; 2025Q4: 4,722 shares; 2026Q1: 4,723 shares 4,723 $1.32M 0.2% +1 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,371 shares; 2024Q4: 25,707 shares; 2025Q1: 24,617 shares; 2025Q2: 24,617 shares; 2025Q3: 24,617 shares; 2025Q4: 24,592 shares; 2026Q1: 24,592 shares 24,592 $1.3M 0.2% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,659 shares; 2025Q1: 11,130 shares; 2025Q2: 11,719 shares; 2025Q3: 11,857 shares; 2025Q4: 13,112 shares; 2026Q1: 13,294 shares 13,294 $1.25M 0.19% +182 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,703 shares; 2024Q4: 266,169 shares; 2025Q1: 120,597 shares; 2025Q2: 111,449 shares; 2025Q3: 121,878 shares; 2025Q4: 12,882 shares; 2026Q1: 37,005 shares 37,005 $1.24M 0.19% +24,123 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: 946 shares; 2024Q4: 1,036 shares; 2025Q1: 1,147 shares; 2025Q2: 1,160 shares; 2025Q3: 1,216 shares; 2025Q4: 12,390 shares; 2026Q1: 12,785 shares 12,785 $1.23M 0.19% +395 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,719 shares; 2024Q4: 26,715 shares; 2025Q1: 26,703 shares; 2025Q2: 24,860 shares; 2025Q3: 24,784 shares; 2025Q4: 24,723 shares; 2026Q1: 24,664 shares 24,664 $1.22M 0.18% -59 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: 877 shares; 2024Q4: 985 shares; 2025Q1: 1,140 shares; 2025Q2: 1,142 shares; 2025Q3: 1,213 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares 1,214 $1.21M 0.18% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 3,636 shares; 2025Q1: 3,895 shares; 2025Q2: 3,964 shares; 2025Q3: 4,070 shares; 2025Q4: 4,073 shares; 2026Q1: 3,969 shares 3,969 $1.17M 0.18% -104 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: 5,885 shares; 2024Q4: 5,716 shares; 2025Q1: 5,680 shares; 2025Q2: 5,680 shares; 2025Q3: 5,616 shares; 2025Q4: 5,352 shares; 2026Q1: 5,336 shares 5,336 $1.15M 0.17% -16 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,526 shares; 2025Q1: 1,807 shares; 2025Q2: 1,817 shares; 2025Q3: 1,863 shares; 2025Q4: 1,981 shares; 2026Q1: 1,991 shares 1,991 $1.14M 0.17% +10 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: 12,078 shares; 2024Q4: 12,038 shares; 2025Q1: 11,788 shares; 2025Q2: 11,788 shares; 2025Q3: 9,789 shares; 2025Q4: 8,784 shares; 2026Q1: 8,845 shares 8,845 $1.13M 0.17% +61 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,163 shares; 2024Q4: 98,219 shares; 2025Q1: 87,076 shares; 2025Q2: 80,117 shares; 2025Q3: 101,177 shares; 2025Q4: 72,323 shares; 2026Q1: 66,269 shares 66,269 $1.11M 0.17% -6,054 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: 3,473 shares; 2024Q4: 3,474 shares; 2025Q1: 3,749 shares; 2025Q2: 3,750 shares; 2025Q3: 3,825 shares; 2025Q4: 3,826 shares; 2026Q1: 3,826 shares 3,826 $1.1M 0.17% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,626 shares; 2025Q1: 7,642 shares; 2025Q2: 7,248 shares; 2025Q3: 7,210 shares; 2025Q4: 6,934 shares; 2026Q1: 5,776 shares 5,776 $1.08M 0.16% -1,158 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 16,800 shares; 2025Q1: 16,687 shares; 2025Q2: 15,548 shares; 2025Q3: 15,186 shares; 2025Q4: 15,205 shares; 2026Q1: 14,987 shares 14,987 $1.08M 0.16% -218 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 11,808 shares; 2025Q1: 11,524 shares; 2025Q2: 11,013 shares; 2025Q3: 10,988 shares; 2025Q4: 10,653 shares; 2026Q1: 10,659 shares 10,659 $1.06M 0.16% +6 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,061 shares; 2024Q4: 11,803 shares; 2025Q1: 11,496 shares; 2025Q2: 10,807 shares; 2025Q3: 9,017 shares; 2025Q4: 7,924 shares; 2026Q1: 7,797 shares 7,797 $1.05M 0.16% -127 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: 2,767 shares; 2024Q4: 3,103 shares; 2025Q1: 3,038 shares; 2025Q2: 2,648 shares; 2025Q3: 2,653 shares; 2025Q4: 2,652 shares; 2026Q1: 2,391 shares 2,391 $1.04M 0.16% -261 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 5,541 shares; 2025Q1: 5,542 shares; 2025Q2: 5,543 shares; 2025Q3: 5,409 shares; 2025Q4: 4,799 shares; 2026Q1: 4,831 shares 4,831 $1.03M 0.16% +32 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: 17,655 shares; 2024Q4: 17,662 shares; 2025Q1: 17,970 shares; 2025Q2: 17,673 shares; 2025Q3: 15,734 shares; 2025Q4: 15,652 shares; 2026Q1: 15,110 shares 15,110 $1.02M 0.15% -542 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,393 shares; 2026Q1: 11,068 shares 11,068 $1.01M 0.15% +3,675 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: 8,125 shares; 2024Q4: 8,413 shares; 2025Q1: 8,405 shares; 2025Q2: 8,180 shares; 2025Q3: 7,926 shares; 2025Q4: 7,123 shares; 2026Q1: 6,016 shares 6,016 $973K 0.15% -1,107 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: 566 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 3,138 shares; 2025Q3: 3,049 shares; 2025Q4: 3,056 shares; 2026Q1: 3,073 shares 3,073 $955K 0.14% +17 Timeline IUSB 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: 155,158 shares; 2024Q4: 159,596 shares; 2025Q1: 161,184 shares; 2025Q2: 21,099 shares; 2025Q3: 20,936 shares; 2025Q4: 19,940 shares; 2026Q1: 19,876 shares 19,876 $918K 0.14% -64 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,435 shares; 2025Q1: 3,984 shares; 2025Q2: 3,903 shares; 2025Q3: 4,286 shares; 2025Q4: 4,317 shares; 2026Q1: 4,381 shares 4,381 $906K 0.14% +64 Timeline FXZ 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: 11,404 shares 11,404 $869K 0.13% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,256 shares; 2025Q1: 1,366 shares; 2025Q2: 1,335 shares; 2025Q3: 1,314 shares; 2025Q4: 1,247 shares; 2026Q1: 1,261 shares 1,261 $824K 0.13% +14 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,901 shares; 2024Q4: 18,937 shares; 2025Q1: 17,737 shares; 2025Q2: 17,737 shares; 2025Q3: 17,587 shares; 2025Q4: 22,613 shares; 2026Q1: 22,613 shares 22,613 $805K 0.12% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 2,424 shares; 2025Q1: 2,635 shares; 2025Q2: 3,107 shares; 2025Q3: 3,061 shares; 2025Q4: 3,067 shares; 2026Q1: 3,050 shares 3,050 $745K 0.11% -17 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 13,302 shares; 2025Q1: 11,135 shares; 2025Q2: 8,329 shares; 2025Q3: 7,754 shares; 2025Q4: 7,846 shares; 2026Q1: 6,761 shares 6,761 $718K 0.11% -1,085 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 2,763 shares; 2025Q1: 5,437 shares; 2025Q2: 5,568 shares; 2025Q3: 6,138 shares; 2025Q4: 6,238 shares; 2026Q1: 4,894 shares 4,894 $716K 0.11% -1,344 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: 655 shares; 2024Q4: 658 shares; 2025Q1: 665 shares; 2025Q2: 641 shares; 2025Q3: 758 shares; 2025Q4: 759 shares; 2026Q1: 818 shares 818 $692K 0.1% +59 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: 794 shares; 2024Q4: 713 shares; 2025Q1: 766 shares; 2025Q2: 749 shares; 2025Q3: 683 shares; 2025Q4: 726 shares; 2026Q1: 740 shares 740 $681K 0.1% +14 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,416 shares; 2025Q3: 2,248 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares 2,249 $680K 0.1% 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: 4,344 shares; 2024Q4: 4,362 shares; 2025Q1: 4,559 shares; 2025Q2: 4,632 shares; 2025Q3: 4,626 shares; 2025Q4: 4,649 shares; 2026Q1: 4,669 shares 4,669 $674K 0.1% +20 Timeline PKW 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: 10,501 shares; 2024Q4: 7,001 shares; 2025Q1: 7,001 shares; 2025Q2: 7,002 shares; 2025Q3: 6,502 shares; 2025Q4: 6,502 shares; 2026Q1: 4,919 shares 4,919 $646K 0.1% -1,583 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,581 shares; 2025Q1: 2,887 shares; 2025Q2: 2,941 shares; 2025Q3: 2,861 shares; 2025Q4: 3,507 shares; 2026Q1: 3,896 shares 3,896 $644K 0.1% +389 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: 1,430 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $636K 0.1% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 7,679 shares 7,679 $619K 0.09% +7,372 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,573 shares; 2024Q4: 11,576 shares; 2025Q1: 11,029 shares; 2025Q2: 11,080 shares; 2025Q3: 11,610 shares; 2025Q4: 11,613 shares; 2026Q1: 12,176 shares 12,176 $615K 0.09% +563 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 4,526 shares; 2025Q4: 4,664 shares; 2026Q1: 6,246 shares 6,246 $607K 0.09% +1,582 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,699 shares; 2025Q1: 974 shares; 2025Q2: 975 shares; 2025Q3: 5,098 shares; 2025Q4: 5,132 shares; 2026Q1: 5,168 shares 5,168 $598K 0.09% +36 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 12,355 shares; 2025Q1: 12,557 shares; 2025Q2: 12,007 shares; 2025Q3: 11,839 shares; 2025Q4: 11,852 shares; 2026Q1: 11,863 shares 11,863 $582K 0.09% +11 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,152 shares; 2024Q4: 168,031 shares; 2025Q1: 103,165 shares; 2025Q2: 93,975 shares; 2025Q3: 97,471 shares; 2025Q4: 14,391 shares; 2026Q1: 14,339 shares 14,339 $576K 0.09% -52 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: 6,239 shares; 2024Q4: 5,629 shares; 2025Q1: 5,731 shares; 2025Q2: 5,546 shares; 2025Q3: 5,103 shares; 2025Q4: 5,112 shares; 2026Q1: 4,628 shares 4,628 $575K 0.09% -484 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 15,466 shares; 2025Q1: 17,559 shares; 2025Q2: 17,658 shares; 2025Q3: 17,754 shares; 2025Q4: 17,437 shares; 2026Q1: 18,323 shares 18,323 $562K 0.09% +886 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 7,800 shares; 2025Q1: 7,903 shares; 2025Q2: 6,986 shares; 2025Q3: 6,922 shares; 2025Q4: 6,941 shares; 2026Q1: 7,080 shares 7,080 $546K 0.08% +139 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,297 shares; 2025Q1: 13,298 shares; 2025Q2: 13,298 shares; 2025Q3: 13,144 shares; 2025Q4: 5,448 shares; 2026Q1: 5,448 shares 5,448 $530K 0.08% 0 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 286,438 shares; 2025Q1: 184,274 shares; 2025Q2: 74,190 shares; 2025Q3: 17,338 shares; 2025Q4: 16,970 shares; 2026Q1: 18,469 shares 18,469 $525K 0.08% +1,499 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: 1,664 shares; 2024Q4: 2,442 shares; 2025Q1: 2,443 shares; 2025Q2: 2,433 shares; 2025Q3: 2,396 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares 2,398 $521K 0.08% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,041 shares; 2024Q4: 15,306 shares; 2025Q1: 14,432 shares; 2025Q2: 13,972 shares; 2025Q3: 11,997 shares; 2025Q4: 10,594 shares; 2026Q1: 10,155 shares 10,155 $514K 0.08% -439 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 5,902 shares; 2025Q1: 5,711 shares; 2025Q2: 5,390 shares; 2025Q3: 4,700 shares; 2025Q4: 9,141 shares; 2026Q1: 8,372 shares 8,372 $513K 0.08% -769 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,521 shares; 2025Q1: 2,521 shares; 2025Q2: 2,471 shares; 2025Q3: 2,446 shares; 2025Q4: 3,958 shares; 2026Q1: 3,503 shares 3,503 $511K 0.08% -455 Timeline FSIG 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: 25,094 shares; 2025Q4: 25,430 shares; 2026Q1: 25,721 shares 25,721 $487K 0.07% +291 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,325 shares; 2025Q1: 3,238 shares; 2025Q2: 3,238 shares; 2025Q3: 3,287 shares; 2025Q4: 4,217 shares; 2026Q1: 4,218 shares 4,218 $449K 0.07% +1 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 3,332 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 3,270 shares; 2025Q4: 3,195 shares; 2026Q1: 3,235 shares 3,235 $439K 0.07% +40 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: 45,957 shares; 2024Q4: 45,120 shares; 2025Q1: 46,555 shares; 2025Q2: 46,912 shares; 2025Q3: 45,912 shares; 2025Q4: 37,756 shares; 2026Q1: 37,239 shares 37,239 $430K 0.07% -517 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: 1,164 shares; 2024Q4: 1,167 shares; 2025Q1: 1,169 shares; 2025Q2: 1,171 shares; 2025Q3: 1,201 shares; 2025Q4: 1,202 shares; 2026Q1: 2,203 shares 2,203 $425K 0.06% +1,001 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: 3,108 shares; 2024Q4: 3,112 shares; 2025Q1: 5,537 shares; 2025Q2: 5,671 shares; 2025Q3: 5,436 shares; 2025Q4: 5,452 shares; 2026Q1: 5,467 shares 5,467 $424K 0.06% +15 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 4,806 shares; 2025Q4: 4,856 shares; 2026Q1: 4,906 shares 4,906 $422K 0.06% +50 Timeline RSPS 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: 16,735 shares; 2024Q4: 16,721 shares; 2025Q1: 15,353 shares; 2025Q2: 14,910 shares; 2025Q3: 14,640 shares; 2025Q4: 14,400 shares; 2026Q1: 14,146 shares 14,146 $417K 0.06% -254 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,047 shares; 2025Q1: 5,975 shares; 2025Q2: 6,049 shares; 2025Q3: 5,991 shares; 2025Q4: 6,015 shares; 2026Q1: 6,308 shares 6,308 $416K 0.06% +293 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $406K 0.06% 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: 1,779 shares; 2024Q4: 1,780 shares; 2025Q1: 1,760 shares; 2025Q2: 1,761 shares; 2025Q3: 1,762 shares; 2025Q4: 1,762 shares; 2026Q1: 1,763 shares 1,763 $399K 0.06% +1 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 2,606 shares; 2025Q4: 2,609 shares; 2026Q1: 2,643 shares 2,643 $397K 0.06% +34 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: 4,884 shares; 2024Q4: 4,599 shares; 2025Q1: 4,279 shares; 2025Q2: 4,243 shares; 2025Q3: 4,296 shares; 2025Q4: 4,271 shares; 2026Q1: 4,243 shares 4,243 $380K 0.06% -28 Timeline LGLV 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: 4,768 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,718 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 2,108 shares 2,108 $375K 0.06% 0 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: 7,223 shares; 2024Q4: 7,905 shares; 2025Q1: 7,529 shares; 2025Q2: 7,532 shares; 2025Q3: 7,273 shares; 2025Q4: 7,276 shares; 2026Q1: 7,280 shares 7,280 $355K 0.05% +4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 7,131 shares; 2025Q1: 7,131 shares; 2025Q2: 6,145 shares; 2025Q3: 6,238 shares; 2025Q4: 6,247 shares; 2026Q1: 6,247 shares 6,247 $355K 0.05% 0 Timeline EMXC 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: 30,371 shares; 2024Q4: 51,052 shares; 2025Q1: 44,688 shares; 2025Q2: 5,415 shares; 2025Q3: 5,333 shares; 2025Q4: 4,528 shares; 2026Q1: 4,512 shares 4,512 $355K 0.05% -16 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 851 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 771 shares; 2025Q4: 772 shares; 2026Q1: 979 shares 979 $350K 0.05% +207 Timeline AIRR 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: 662 shares; 2024Q4: 461 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 1,932 shares; 2025Q4: 3,033 shares; 2026Q1: 3,135 shares 3,135 $347K 0.05% +102 Timeline ICVT 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: 2,288 shares; 2024Q4: 4,067 shares; 2025Q1: 5,166 shares; 2025Q2: 3,856 shares; 2025Q3: 3,594 shares; 2025Q4: 3,935 shares; 2026Q1: 3,399 shares 3,399 $346K 0.05% -536 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,854 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,852 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $342K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 3,264 shares; 2025Q1: 3,786 shares; 2025Q2: 3,323 shares; 2025Q3: 3,325 shares; 2025Q4: 3,304 shares; 2026Q1: 3,383 shares 3,383 $326K 0.05% +79 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: 1,691 shares; 2024Q4: 1,692 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 1,980 shares; 2025Q4: 2,015 shares; 2026Q1: 2,211 shares 2,211 $325K 0.05% +196 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 3,855 shares; 2025Q1: 3,753 shares; 2025Q2: 3,303 shares; 2025Q3: 3,152 shares; 2025Q4: 2,719 shares; 2026Q1: 2,730 shares 2,730 $324K 0.05% +11 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: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,698 shares; 2025Q2: 2,540 shares; 2025Q3: 2,555 shares; 2025Q4: 2,492 shares; 2026Q1: 2,056 shares 2,056 $319K 0.05% -436 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: 7,751 shares; 2024Q4: 6,208 shares; 2025Q1: 10,259 shares; 2025Q2: 10,356 shares; 2025Q3: 10,290 shares; 2025Q4: 10,656 shares; 2026Q1: 10,947 shares 10,947 $317K 0.05% +291 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,174 shares; 2025Q1: 3,174 shares; 2025Q2: 3,176 shares; 2025Q3: 3,244 shares; 2025Q4: 3,248 shares; 2026Q1: 3,246 shares 3,246 $315K 0.05% -2 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,223 shares; 2024Q4: 8,237 shares; 2025Q1: 7,378 shares; 2025Q2: 7,389 shares; 2025Q3: 7,400 shares; 2025Q4: 7,314 shares; 2026Q1: 6,209 shares 6,209 $304K 0.05% -1,105 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: 430 shares; 2024Q4: 880 shares; 2025Q1: 1,555 shares; 2025Q2: 1,576 shares; 2025Q3: 1,708 shares; 2025Q4: 2,818 shares; 2026Q1: 2,393 shares 2,393 $299K 0.05% -425 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 1,454 shares; 2025Q3: 1,460 shares; 2025Q4: 2,920 shares; 2026Q1: 2,642 shares 2,642 $288K 0.04% -278 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,452 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 4,214 shares 4,214 $287K 0.04% +2,264 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 4,163 shares; 2025Q1: 4,163 shares; 2025Q2: 3,910 shares; 2025Q3: 3,896 shares; 2025Q4: 3,078 shares; 2026Q1: 3,078 shares 3,078 $285K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 82 shares; 2025Q2: 509 shares; 2025Q3: 499 shares; 2025Q4: 501 shares; 2026Q1: 489 shares 489 $276K 0.04% -12 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 2,050 shares; 2025Q2: 3,061 shares; 2025Q3: 4,503 shares; 2025Q4: 4,527 shares; 2026Q1: 6,897 shares 6,897 $275K 0.04% +2,370 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: 347 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 410 shares; 2025Q4: 347 shares; 2026Q1: 454 shares 454 $274K 0.04% +107 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: 430 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 313 shares 313 $271K 0.04% -75 Timeline SPSM 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: 8,512 shares; 2024Q4: 6,021 shares; 2025Q1: 6,027 shares; 2025Q2: 6,034 shares; 2025Q3: 5,719 shares; 2025Q4: 5,442 shares; 2026Q1: 5,446 shares 5,446 $263K 0.04% +4 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $261K 0.04% 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: 1,074 shares; 2024Q4: 1,076 shares; 2025Q1: 1,297 shares; 2025Q2: 1,299 shares; 2025Q3: 1,323 shares; 2025Q4: 1,303 shares; 2026Q1: 2,804 shares 2,804 $260K 0.04% +1,501 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,933 shares; 2025Q1: 2,941 shares; 2025Q2: 2,948 shares; 2025Q3: 2,948 shares; 2025Q4: 2,948 shares; 2026Q1: 2,948 shares 2,948 $257K 0.04% 0 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: 1,706 shares; 2024Q4: 1,313 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 3,597 shares; 2025Q4: 4,097 shares; 2026Q1: 3,553 shares 3,553 $256K 0.04% -544 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares 795 $255K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 721 shares; 2025Q1: 766 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 768 shares; 2026Q1: 769 shares 769 $253K 0.04% +1 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: 957 shares; 2024Q4: 959 shares; 2025Q1: 1,311 shares; 2025Q2: 1,039 shares; 2025Q3: 965 shares; 2025Q4: 968 shares; 2026Q1: 970 shares 970 $252K 0.04% +2 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: 146 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 911 shares; 2026Q1: 911 shares 911 $248K 0.04% 0 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: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares 1,493 $245K 0.04% 0 Timeline FBT 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: 100 shares; 2024Q4: 101 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 1,191 shares 1,191 $239K 0.04% +750 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: 757 shares; 2024Q4: 782 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 1,152 shares 1,152 $234K 0.04% +300 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,501 shares; 2025Q2: 2,524 shares; 2025Q3: 2,548 shares; 2025Q4: 2,570 shares; 2026Q1: 2,593 shares 2,593 $234K 0.04% +23 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $231K 0.04% 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: 3,716 shares; 2024Q4: 3,718 shares; 2025Q1: 1,766 shares; 2025Q2: 1,772 shares; 2025Q3: 1,778 shares; 2025Q4: 1,676 shares; 2026Q1: 1,863 shares 1,863 $224K 0.03% +187 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: 3,398 shares; 2024Q4: 2,381 shares; 2025Q1: 2,381 shares; 2025Q2: 2,654 shares; 2025Q3: 2,973 shares; 2025Q4: 2,937 shares; 2026Q1: 2,937 shares 2,937 $223K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 3,305 shares; 2025Q1: 3,305 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,885 shares; 2026Q1: 3,405 shares 3,405 $221K 0.03% -480 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 3,328 shares; 2025Q1: 5,708 shares; 2025Q2: 5,994 shares; 2025Q3: 4,955 shares; 2025Q4: 4,959 shares; 2026Q1: 4,959 shares 4,959 $219K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053 $218K 0.03% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares 2,620 $217K 0.03% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,875 shares; 2024Q4: 27,517 shares; 2025Q1: 29,899 shares; 2025Q2: 4,998 shares; 2025Q3: 4,964 shares; 2025Q4: 4,648 shares; 2026Q1: 4,642 shares 4,642 $216K 0.03% -6 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,510 shares 1,510 $210K 0.03% -50 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: 750 shares; 2024Q4: 755 shares; 2025Q1: 723 shares; 2025Q2: 674 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 690 shares 690 $208K 0.03% +1 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: 1,001 shares; 2024Q4: 886 shares; 2025Q1: 888 shares; 2025Q2: 889 shares; 2025Q3: 907 shares; 2025Q4: 904 shares; 2026Q1: 906 shares 906 $208K 0.03% +2 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: 832 shares; 2024Q4: 630 shares; 2025Q1: 631 shares; 2025Q2: 632 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 636 shares 636 $208K 0.03% +1 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 9,498 shares; 2025Q1: 10,056 shares; 2025Q2: 2,041 shares; 2025Q3: 1,292 shares; 2025Q4: 789 shares; 2026Q1: 625 shares 625 $205K 0.03% -164 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: 449 shares; 2024Q4: 389 shares; 2025Q1: 520 shares; 2025Q2: 572 shares; 2025Q3: 498 shares; 2025Q4: 492 shares; 2026Q1: 758 shares 758 $205K 0.03% +266 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $205K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 229 shares; 2025Q1: 254 shares; 2025Q2: 279 shares; 2025Q3: 254 shares; 2025Q4: 292 shares; 2026Q1: 288 shares 288 $204K 0.03% -4 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: 1,550 shares; 2024Q4: 1,514 shares; 2025Q1: 1,517 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares 1,519 $201K 0.03% 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: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares 981 $194K 0.03% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 2,339 shares; 2025Q2: 2,339 shares; 2025Q3: 2,339 shares; 2025Q4: 2,339 shares; 2026Q1: 3,871 shares 3,871 $193K 0.03% +1,532 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: 2,792 shares; 2024Q4: 2,814 shares; 2025Q1: 2,821 shares; 2025Q2: 2,833 shares; 2025Q3: 2,841 shares; 2025Q4: 2,943 shares; 2026Q1: 2,946 shares 2,946 $189K 0.03% +3 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 1,587 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $188K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,515 shares; 2025Q1: 4,166 shares; 2025Q2: 4,176 shares; 2025Q3: 4,186 shares; 2025Q4: 4,347 shares; 2026Q1: 3,941 shares 3,941 $185K 0.03% -406 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 825 shares; 2025Q1: 1,715 shares; 2025Q2: 1,718 shares; 2025Q3: 1,617 shares; 2025Q4: 1,619 shares; 2026Q1: 1,621 shares 1,621 $184K 0.03% +2 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: 1,373 shares; 2024Q4: 1,376 shares; 2025Q1: 1,379 shares; 2025Q2: 1,382 shares; 2025Q3: 1,384 shares; 2025Q4: 1,386 shares; 2026Q1: 1,388 shares 1,388 $182K 0.03% +2 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: 658 shares; 2024Q4: 658 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares 1,298 $181K 0.03% 0 Timeline IOO 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $181K 0.03% 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: 1,482 shares; 2024Q4: 1,593 shares; 2025Q1: 1,893 shares; 2025Q2: 1,874 shares; 2025Q3: 1,875 shares; 2025Q4: 1,824 shares; 2026Q1: 1,825 shares 1,825 $181K 0.03% +1 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: 599 shares; 2024Q4: 591 shares; 2025Q1: 948 shares; 2025Q2: 1,064 shares; 2025Q3: 1,066 shares; 2025Q4: 1,067 shares; 2026Q1: 1,069 shares 1,069 $176K 0.03% +2 Timeline VGLT 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: 44,064 shares; 2024Q4: 39,738 shares; 2025Q1: 4,394 shares; 2025Q2: 3,583 shares; 2025Q3: 3,528 shares; 2025Q4: 3,139 shares; 2026Q1: 3,140 shares 3,140 $174K 0.03% +1 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: 298 shares; 2024Q4: 299 shares; 2025Q1: 528 shares; 2025Q2: 503 shares; 2025Q3: 504 shares; 2025Q4: 505 shares; 2026Q1: 506 shares 506 $174K 0.03% +1 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: 1,084 shares; 2024Q4: 1,070 shares; 2025Q1: 1,022 shares; 2025Q2: 776 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 662 shares 662 $173K 0.03% +56 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,573 shares; 2026Q1: 1,573 shares 1,573 $168K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 2,121 shares; 2025Q4: 2,241 shares; 2026Q1: 2,242 shares 2,242 $167K 0.03% +1 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares 910 $159K 0.02% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,222 shares; 2024Q4: 20,222 shares; 2025Q1: 20,222 shares; 2025Q2: 20,222 shares; 2025Q3: 20,222 shares; 2025Q4: 20,222 shares; 2026Q1: 20,222 shares 20,222 $152K 0.02% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,510 shares 3,510 $149K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $148K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $148K 0.02% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,122 shares; 2025Q1: 4,904 shares; 2025Q2: 4,904 shares; 2025Q3: 4,904 shares; 2025Q4: 4,899 shares; 2026Q1: 4,899 shares 4,899 $147K 0.02% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,204 shares; 2026Q1: 3,209 shares 3,209 $145K 0.02% +5 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 973 shares 973 $144K 0.02% +1 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 2,000 shares; 2025Q1: 2,002 shares; 2025Q2: 1,803 shares; 2025Q3: 1,812 shares; 2025Q4: 1,758 shares; 2026Q1: 1,754 shares 1,754 $144K 0.02% -4 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 5,513 shares; 2025Q1: 5,513 shares; 2025Q2: 5,513 shares; 2025Q3: 7,125 shares; 2025Q4: 7,125 shares; 2026Q1: 7,125 shares 7,125 $144K 0.02% 0 Timeline PID 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: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares 6,450 $143K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 2,790 shares; 2025Q1: 2,470 shares; 2025Q2: 2,504 shares; 2025Q3: 2,515 shares; 2025Q4: 2,488 shares; 2026Q1: 2,489 shares 2,489 $143K 0.02% +1 Timeline SPTS 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: 3,515 shares; 2024Q4: 3,504 shares; 2025Q1: 4,091 shares; 2025Q2: 4,737 shares; 2025Q3: 4,944 shares; 2025Q4: 4,455 shares; 2026Q1: 4,911 shares 4,911 $143K 0.02% +456 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,215 shares 2,215 $142K 0.02% +40 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 335 shares 335 $142K 0.02% -30 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,150 shares; 2024Q4: 24,826 shares; 2025Q1: 22,548 shares; 2025Q2: 16,019 shares; 2025Q3: 16,112 shares; 2025Q4: 7,739 shares; 2026Q1: 7,604 shares 7,604 $141K 0.02% -135 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: 320 shares; 2024Q4: 583 shares; 2025Q1: 984 shares; 2025Q2: 987 shares; 2025Q3: 845 shares; 2025Q4: 699 shares; 2026Q1: 704 shares 704 $140K 0.02% +5 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares 1,512 $138K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,078 shares; 2025Q1: 5,830 shares; 2025Q2: 5,318 shares; 2025Q3: 5,015 shares; 2025Q4: 4,857 shares; 2026Q1: 4,865 shares 4,865 $137K 0.02% +8 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 2,938 shares; 2025Q1: 2,989 shares; 2025Q2: 3,190 shares; 2025Q3: 3,090 shares; 2025Q4: 2,543 shares; 2026Q1: 2,715 shares 2,715 $136K 0.02% +172 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares 1,436 $134K 0.02% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,400 shares; 2025Q1: 3,428 shares; 2025Q2: 3,458 shares; 2025Q3: 3,489 shares; 2025Q4: 3,522 shares; 2026Q1: 3,553 shares 3,553 $133K 0.02% +31 Timeline EFV 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,597 shares; 2025Q3: 1,741 shares; 2025Q4: 1,809 shares; 2026Q1: 1,757 shares 1,757 $131K 0.02% -52 Timeline IGF 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: 1,835 shares; 2024Q4: 2,017 shares; 2025Q1: 2,007 shares; 2025Q2: 2,008 shares; 2025Q3: 1,949 shares; 2025Q4: 1,951 shares; 2026Q1: 1,951 shares 1,951 $131K 0.02% 0 Timeline IUSG 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: 831 shares; 2024Q4: 831 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares 832 $129K 0.02% 0 Timeline RPG 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: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares 2,740 $128K 0.02% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: 5,241 shares; 2025Q1: 11,891 shares; 2025Q2: 11,900 shares; 2025Q3: 11,516 shares; 2025Q4: 11,516 shares; 2026Q1: 11,516 shares 11,516 $127K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118 $126K 0.02% 0 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: not reported; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 688 shares 688 $125K 0.02% +1 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: 1,786 shares; 2024Q4: 1,787 shares; 2025Q1: 1,788 shares; 2025Q2: 1,589 shares; 2025Q3: 1,590 shares; 2025Q4: 1,591 shares; 2026Q1: 861 shares 861 $125K 0.02% -730 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: 429 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 365 shares; 2025Q3: 381 shares; 2025Q4: 418 shares; 2026Q1: 366 shares 366 $124K 0.02% -52 Timeline ILCG 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $124K 0.02% 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: 293 shares; 2024Q4: 294 shares; 2025Q1: 396 shares; 2025Q2: 398 shares; 2025Q3: 475 shares; 2025Q4: 477 shares; 2026Q1: 509 shares 509 $123K 0.02% +32 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,971 shares; 2025Q2: 2,078 shares; 2025Q3: 2,252 shares; 2025Q4: 2,326 shares; 2026Q1: 2,491 shares 2,491 $120K 0.02% +165 Timeline FDL 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: 3,578 shares; 2024Q4: 2,428 shares; 2025Q1: 2,420 shares; 2025Q2: 2,433 shares; 2025Q3: 2,445 shares; 2025Q4: 2,460 shares; 2026Q1: 2,317 shares 2,317 $118K 0.02% -143 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: 786 shares; 2024Q4: 751 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 727 shares; 2025Q4: 751 shares; 2026Q1: 743 shares 743 $117K 0.02% -8 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: 352 shares; 2024Q4: 302 shares; 2025Q1: 303 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 329 shares 329 $116K 0.02% +1 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: 485 shares; 2024Q4: 416 shares; 2025Q1: 436 shares; 2025Q2: 417 shares; 2025Q3: 411 shares; 2025Q4: 478 shares; 2026Q1: 403 shares 403 $114K 0.02% -75 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $113K 0.02% 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: 1,206 shares; 2024Q4: 1,168 shares; 2025Q1: 2,356 shares; 2025Q2: 1,170 shares; 2025Q3: 1,337 shares; 2025Q4: 1,212 shares; 2026Q1: 1,533 shares 1,533 $113K 0.02% +321 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $113K 0.02% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,472 shares; 2024Q4: 5,076 shares; 2025Q1: 5,403 shares; 2025Q2: 5,409 shares; 2025Q3: 4,734 shares; 2025Q4: 4,664 shares; 2026Q1: 4,668 shares 4,668 $113K 0.02% +4 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,466 shares; 2025Q1: 1,478 shares; 2025Q2: 1,500 shares; 2025Q3: 1,450 shares; 2025Q4: 1,476 shares; 2026Q1: 1,489 shares 1,489 $111K 0.02% +13 Timeline EEMV 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: 1,887 shares; 2024Q4: 1,865 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares 1,701 $110K 0.02% 0 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: 383 shares; 2024Q4: 383 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 1,473 shares; 2026Q1: 1,573 shares 1,573 $109K 0.02% +100 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 552 shares 552 $109K 0.02% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,399 shares; 2024Q4: 7,189 shares; 2025Q1: 6,402 shares; 2025Q2: 6,404 shares; 2025Q3: 6,448 shares; 2025Q4: 1,344 shares; 2026Q1: 1,298 shares 1,298 $107K 0.02% -46 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153 $105K 0.02% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427 $105K 0.02% 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: 300 shares; 2024Q4: 1,200 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 4,008 shares; 2025Q4: 3,493 shares; 2026Q1: 3,493 shares 3,493 $102K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $101K 0.02% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 1,135 shares 1,135 $101K 0.02% +3 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $100K 0.02% 0 Timeline EZU 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: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,770 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,592 shares 1,592 $100K 0.02% -3 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,471 shares; 2025Q2: 1,239 shares; 2025Q3: 1,270 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares 1,239 $99K 0.02% 0 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: 224 shares; 2024Q4: 394 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $99K 0.02% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 2,000 shares 2,000 $99K 0.02% -1 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,416 shares; 2025Q3: 1,315 shares; 2025Q4: 1,327 shares; 2026Q1: 1,328 shares 1,328 $96K 0.01% +1 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 2,331 shares; 2025Q2: 1,661 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535 $94K 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: 403 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $93K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 270 shares; 2025Q1: 992 shares; 2025Q2: 1,180 shares; 2025Q3: 1,464 shares; 2025Q4: 1,540 shares; 2026Q1: 1,964 shares 1,964 $92K 0.01% +424 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,919 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 925 shares; 2026Q1: 915 shares 915 $92K 0.01% -10 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,387 shares; 2024Q4: 33,232 shares; 2025Q1: 2,283 shares; 2025Q2: 1,853 shares; 2025Q3: 1,825 shares; 2025Q4: 1,815 shares; 2026Q1: 1,816 shares 1,816 $92K 0.01% +1 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $91K 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: 506 shares; 2024Q4: 392 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares 1,485 $91K 0.01% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares 1,173 $89K 0.01% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 2,062 shares; 2025Q4: 3,294 shares; 2026Q1: 7,343 shares 7,343 $89K 0.01% +4,049 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: 104 shares; 2024Q4: 124 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 226 shares 226 $88K 0.01% +72 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $86K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 99 shares; 2025Q1: 104 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 98 shares 98 $86K 0.01% -1 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares 584 $85K 0.01% 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: 1,470 shares; 2024Q4: 1,488 shares; 2025Q1: 1,721 shares; 2025Q2: 1,491 shares; 2025Q3: 1,495 shares; 2025Q4: 1,557 shares; 2026Q1: 1,554 shares 1,554 $84K 0.01% -3 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: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 90 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $83K 0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares; 2026Q1: 3,395 shares 3,395 $83K 0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 3,338 shares; 2025Q1: 2,738 shares; 2025Q2: 2,888 shares; 2025Q3: 1,888 shares; 2025Q4: 1,888 shares; 2026Q1: 2,438 shares 2,438 $83K 0.01% +550 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,591 shares; 2025Q3: 2,841 shares; 2025Q4: 2,541 shares; 2026Q1: 2,541 shares 2,541 $81K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 638 shares 638 $81K 0.01% -45 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 691 shares 691 $80K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 3,722 shares; 2025Q1: 3,797 shares; 2025Q2: 3,704 shares; 2025Q3: 3,704 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares 3,704 $80K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 408 shares; 2025Q2: 409 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 411 shares 411 $78K 0.01% +1 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 562 shares 562 $78K 0.01% -91 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $77K 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $76K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 942 shares; 2025Q1: 943 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares 944 $76K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $76K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 621 shares; 2025Q2: 622 shares; 2025Q3: 624 shares; 2025Q4: 625 shares; 2026Q1: 627 shares 627 $75K 0.01% +2 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares 1,414 $74K 0.01% 0 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: 223 shares; 2024Q4: 224 shares; 2025Q1: 234 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 236 shares 236 $73K 0.01% +1 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 770 shares; 2025Q1: 787 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 897 shares; 2026Q1: 897 shares 897 $73K 0.01% 0 Timeline URTH 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: 505 shares; 2024Q4: 508 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $73K 0.01% 0 Timeline DAWN DAY ONE BIOPHARMACEUTICALS I More: the full row for DAY ONE BIOPHARMACEUTICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $73K 0.01% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares; 2025Q4: 1,969 shares; 2026Q1: 1,969 shares 1,969 $72K 0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,297 shares; 2025Q2: 3,297 shares; 2025Q3: 3,297 shares; 2025Q4: 3,297 shares; 2026Q1: 3,297 shares 3,297 $70K 0.01% 0 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares 4,900 $70K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares 577 $70K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 6,858 shares; 2025Q2: 6,858 shares; 2025Q3: 6,865 shares; 2025Q4: 6,865 shares; 2026Q1: 6,865 shares 6,865 $69K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 178 shares; 2025Q4: 164 shares; 2026Q1: 159 shares 159 $69K 0.01% -5 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $68K 0.01% 0 Timeline NOBL 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: 2,857 shares; 2024Q4: 2,857 shares; 2025Q1: 2,537 shares; 2025Q2: 2,437 shares; 2025Q3: 1,672 shares; 2025Q4: 653 shares; 2026Q1: 637 shares 637 $68K 0.01% -16 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares 3,440 $68K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $67K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 880 shares; 2025Q1: 882 shares; 2025Q2: 1,027 shares; 2025Q3: 591 shares; 2025Q4: 593 shares; 2026Q1: 596 shares 596 $67K 0.01% +3 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $67K 0.01% 0 Timeline IHF 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: 2,043 shares; 2024Q4: 2,033 shares; 2025Q1: 1,733 shares; 2025Q2: 1,714 shares; 2025Q3: 1,686 shares; 2025Q4: 1,594 shares; 2026Q1: 1,596 shares 1,596 $67K 0.01% +2 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: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 492 shares; 2025Q4: 327 shares; 2026Q1: 316 shares 316 $65K 0.01% -11 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,086 shares; 2025Q1: 2,088 shares; 2025Q2: 2,092 shares; 2025Q3: 2,096 shares; 2025Q4: 2,100 shares; 2026Q1: 2,101 shares 2,101 $64K 0.01% +1 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares 1,028 $64K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares 2,088 $64K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares 631 $64K 0.01% 0 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 57 shares 57 $63K 0.01% -44 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 223 shares; 2025Q1: 604 shares; 2025Q2: 2,723 shares; 2025Q3: 2,803 shares; 2025Q4: 2,884 shares; 2026Q1: 2,957 shares 2,957 $63K 0.01% +73 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $63K 0.01% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,203 shares; 2025Q1: 1,208 shares; 2025Q2: 1,213 shares; 2025Q3: 1,217 shares; 2025Q4: 1,221 shares; 2026Q1: 1,226 shares 1,226 $63K 0.01% +5 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: 204 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 180 shares; 2025Q3: 195 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $62K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 356 shares 356 $62K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,422 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares 1,362 $62K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 1,801 shares; 2025Q1: 1,805 shares; 2025Q2: 1,809 shares; 2025Q3: 1,814 shares; 2025Q4: 1,818 shares; 2026Q1: 1,822 shares 1,822 $61K 0.01% +4 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: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 3,053 shares; 2025Q3: 3,069 shares; 2025Q4: 3,107 shares; 2026Q1: 3,141 shares 3,141 $61K 0.01% +34 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly 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: 700 shares; 2025Q4: 700 shares; 2026Q1: 1,700 shares 1,700 $61K 0.01% +1,000 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,561 shares; 2026Q1: 2,561 shares 2,561 $61K 0.01% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $61K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 146 shares; 2025Q4: 105 shares; 2026Q1: 245 shares 245 $60K 0.01% +140 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,113 shares; 2025Q1: 966 shares; 2025Q2: 835 shares; 2025Q3: 729 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549 $60K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $60K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 637 shares; 2025Q1: 639 shares; 2025Q2: 642 shares; 2025Q3: 645 shares; 2025Q4: 614 shares; 2026Q1: 617 shares 617 $60K 0.01% +3 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 845 shares 845 $60K 0.01% 0 Timeline XLRE 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: 2,158 shares; 2024Q4: 2,148 shares; 2025Q1: 2,129 shares; 2025Q2: 1,914 shares; 2025Q3: 1,445 shares; 2025Q4: 1,452 shares; 2026Q1: 1,456 shares 1,456 $59K 0.01% +4 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares 1,055 $59K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 445 shares; 2025Q4: 446 shares; 2026Q1: 446 shares 446 $58K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 75 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $58K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: 1,407 shares; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares 1,207 $58K 0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $58K 0.01% 0 Timeline IJJ 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: 599 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $56K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 250 shares 250 $56K 0.01% +50 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 564 shares; 2025Q1: 568 shares; 2025Q2: 576 shares; 2025Q3: 581 shares; 2025Q4: 587 shares; 2026Q1: 591 shares 591 $56K 0.01% +4 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 1,250 shares; 2026Q1: 1,250 shares 1,250 $56K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $55K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares 1,072 $54K 0.01% 0 Timeline FNDX 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: 713 shares; 2024Q4: 2,139 shares; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares 1,905 $53K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115 $53K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares 2,025 $52K 0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares 1,127 $52K 0.01% 0 Timeline XSHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $52K 0.01% 0 Timeline IUSV 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: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487 $50K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273 $50K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 733 shares 733 $50K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $49K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $49K 0.01% 0 Timeline XT 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 shares; 2024Q4: 2 shares; 2025Q1: 674 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $49K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $48K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 519 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 524 shares; 2025Q4: 1,050 shares; 2026Q1: 1,046 shares 1,046 $48K 0.01% -4 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107 shares 107 $48K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 608 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $48K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $48K 0.01% 0 Timeline MGC 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: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $47K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 1,789 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $47K 0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares 1,058 $47K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $47K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 824 shares; 2026Q1: 824 shares 824 $46K 0.01% 0 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 100 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $46K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $46K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,195 shares; 2025Q2: 1,090 shares; 2025Q3: 935 shares; 2025Q4: 795 shares; 2026Q1: 670 shares 670 $46K 0.01% -125 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,131 shares; 2025Q1: 997 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $46K 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: 100 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 112 shares 112 $45K 0.01% +3 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $45K 0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $45K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 481 shares; 2025Q1: 483 shares; 2025Q2: 484 shares; 2025Q3: 436 shares; 2025Q4: 874 shares; 2026Q1: 876 shares 876 $44K 0.01% +2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 367 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 313 shares 313 $43K 0.01% -30 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,327 shares; 2025Q1: 2,667 shares; 2025Q2: 2,667 shares; 2025Q3: 807 shares; 2025Q4: 771 shares; 2026Q1: 286 shares 286 $43K 0.01% -485 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares 594 $43K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 3,451 shares; 2025Q2: 1,466 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,582 shares 1,582 $43K 0.01% +189 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $43K 0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572 $43K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares 1,756 $43K 0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 593 shares; 2025Q1: 600 shares; 2025Q2: 609 shares; 2025Q3: 619 shares; 2025Q4: 630 shares; 2026Q1: 637 shares 637 $42K 0.01% +7 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $42K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $41K 0.01% 0 Timeline IMCG 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: 511 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 514 shares; 2025Q3: 515 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517 $41K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 654 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 657 shares 657 $40K 0.01% +1 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 2,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $40K 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 189 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 193 shares 193 $39K 0.01% +1 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $38K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $38K 0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI 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: 183 shares 183 $38K 0.01% +158 Timeline FTSM 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: 602 shares; 2024Q4: 612 shares; 2025Q1: 617 shares; 2025Q2: 623 shares; 2025Q3: 630 shares; 2025Q4: 639 shares; 2026Q1: 643 shares 643 $38K 0.01% +4 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 399 shares 399 $38K 0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,959 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares; 2026Q1: 1,959 shares 1,959 $37K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $37K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 578 shares; 2025Q1: 580 shares; 2025Q2: 582 shares; 2025Q3: 412 shares; 2025Q4: 414 shares; 2026Q1: 416 shares 416 $37K 0.01% +2 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $36K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233 $36K 0.01% 0 Timeline SLYG 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: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368 $36K 0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 405 shares 405 $36K 0.01% +4 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 50 shares; 2025Q4: 150 shares; 2026Q1: 1,550 shares 1,550 $35K 0.01% +1,400 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $35K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 379 shares; 2025Q1: 602 shares; 2025Q2: 383 shares; 2025Q3: 384 shares; 2025Q4: 385 shares; 2026Q1: 386 shares 386 $35K 0.01% +1 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $35K 0.01% 0 Timeline IMCB 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $35K 0.01% 0 Timeline EFG 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: 666 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 333 shares; 2025Q3: 416 shares; 2025Q4: 325 shares; 2026Q1: 306 shares 306 $34K 0.01% -19 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $34K 0.01% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,506 shares; 2025Q4: 1,531 shares; 2026Q1: 1,329 shares 1,329 $34K 0.01% -202 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $33K 0.01% 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: 644 shares; 2024Q4: 644 shares; 2025Q1: 651 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 1,500 shares; 2026Q1: 900 shares 900 $33K 0.01% -600 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 132 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 150 shares 150 $33K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $32K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $32K <0.01% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $32K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 335 shares; 2025Q3: 402 shares; 2025Q4: 409 shares; 2026Q1: 331 shares 331 $31K <0.01% -78 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: 326 shares; 2024Q4: 244 shares; 2025Q1: 245 shares; 2025Q2: 246 shares; 2025Q3: 247 shares; 2025Q4: 248 shares; 2026Q1: 239 shares 239 $31K <0.01% -9 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: 1,130 shares; 2024Q4: 472 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $31K <0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $31K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $31K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $31K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262 $30K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $30K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $30K <0.01% 0 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $30K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $30K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,604 shares; 2025Q1: 1,612 shares; 2025Q2: 1,620 shares; 2025Q3: 1,407 shares; 2025Q4: 852 shares; 2026Q1: 793 shares 793 $30K <0.01% -59 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 614 shares; 2025Q1: 869 shares; 2025Q2: 625 shares; 2025Q3: 632 shares; 2025Q4: 385 shares; 2026Q1: 343 shares 343 $30K <0.01% -42 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares 1,156 $30K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $29K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $29K <0.01% 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 137 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 139 shares; 2026Q1: 140 shares 140 $28K <0.01% +1 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $28K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,290 shares; 2025Q1: 1,287 shares; 2025Q2: 329 shares; 2025Q3: 319 shares; 2025Q4: 334 shares; 2026Q1: 319 shares 319 $28K <0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $28K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $28K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares 1,101 $28K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 271 shares; 2025Q1: 272 shares; 2025Q2: 273 shares; 2025Q3: 274 shares; 2025Q4: 275 shares; 2026Q1: 276 shares 276 $27K <0.01% +1 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: 612 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares 1,812 $27K <0.01% 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: 80 shares; 2024Q4: 2,581 shares; 2025Q1: 2,551 shares; 2025Q2: 2,680 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 180 shares 180 $27K <0.01% -2,470 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672 $27K <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: 92 shares 92 $27K <0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 337 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $27K <0.01% 0 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $27K <0.01% 0 Timeline MSML 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $27K <0.01% 0 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: 546 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $26K <0.01% 0 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,734 shares; 2026Q1: 1,734 shares 1,734 $26K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $25K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $25K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $25K <0.01% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly 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: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $25K <0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $25K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 180 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $24K <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: 395 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $24K <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: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $24K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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 $24K <0.01% new Timeline IYJ 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: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 161 shares 161 $24K <0.01% -31 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $24K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,171 shares; 2025Q1: 3,181 shares; 2025Q2: 3,296 shares; 2025Q3: 4,829 shares; 2025Q4: 2,823 shares; 2026Q1: 2,831 shares 2,831 $23K <0.01% +8 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: 2,643 shares; 2024Q4: 2,679 shares; 2025Q1: 2,030 shares; 2025Q2: 1,933 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $23K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $23K <0.01% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares 252 $23K <0.01% new Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares 2,569 $23K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $23K <0.01% 0 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly 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: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932 $23K <0.01% 0 Timeline SCZ 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279 $22K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $22K <0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $22K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 204 shares; 2026Q1: 177 shares 177 $22K <0.01% -27 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN 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: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $22K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $21K <0.01% 0 Timeline HYDB 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: 3,380 shares; 2025Q1: 4,714 shares; 2025Q2: 1,556 shares; 2025Q3: 1,147 shares; 2025Q4: 546 shares; 2026Q1: 454 shares 454 $21K <0.01% -92 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: 187 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $21K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $21K <0.01% 0 Timeline XMHQ 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $21K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $20K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 245 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 446 shares; 2026Q1: 446 shares 446 $20K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $20K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $20K <0.01% 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: 480 shares; 2024Q4: 488 shares; 2025Q1: 496 shares; 2025Q2: 504 shares; 2025Q3: 513 shares; 2025Q4: 522 shares; 2026Q1: 529 shares 529 $20K <0.01% +7 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 2,351 shares; 2025Q3: 2,419 shares; 2025Q4: 2,552 shares; 2026Q1: 2,695 shares 2,695 $20K <0.01% +143 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $20K <0.01% 0 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $20K <0.01% 0 Timeline IXN 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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $19K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $19K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares 550 $19K <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $19K <0.01% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $19K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 269 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 224 shares; 2025Q4: 226 shares; 2026Q1: 194 shares 194 $19K <0.01% -32 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $19K <0.01% 0 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $19K <0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly 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: 110 shares; 2025Q4: 110 shares; 2026Q1: 230 shares 230 $19K <0.01% +120 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 60 shares; 2026Q1: 57 shares 57 $18K <0.01% -3 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 50 shares 50 $18K <0.01% -50 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $18K <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: 184 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 193 shares 193 $18K <0.01% +1 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $18K <0.01% new Timeline XNTK 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $18K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 594 shares; 2025Q1: 238 shares; 2025Q2: 241 shares; 2025Q3: 191 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $17K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $17K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $17K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 65 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 97 shares 97 $17K <0.01% +31 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 233 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 145 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $17K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $17K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 126 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $17K <0.01% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $17K <0.01% 0 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly 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: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $17K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $16K <0.01% 0 Timeline