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: 111,617 shares; 2024Q4: 444,598 shares; 2025Q1: 112,323 shares; 2025Q2: 105,393 shares; 2025Q3: 104,916 shares; 2025Q4: 112,309 shares; 2026Q1: 123,668 shares 123,668 $45.8M 6.87% +11,359 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: 139,289 shares; 2024Q4: 135,989 shares; 2025Q1: 140,595 shares; 2025Q2: 140,309 shares; 2025Q3: 129,190 shares; 2025Q4: 125,978 shares; 2026Q1: 126,319 shares 126,319 $36.2M 5.44% +341 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: 138,689 shares; 2024Q4: 136,043 shares; 2025Q1: 129,080 shares; 2025Q2: 122,388 shares; 2025Q3: 120,260 shares; 2025Q4: 118,135 shares; 2026Q1: 106,370 shares 106,370 $27M 4.05% -11,765 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: 99,792 shares; 2024Q4: 99,693 shares; 2025Q1: 101,080 shares; 2025Q2: 99,580 shares; 2025Q3: 99,354 shares; 2025Q4: 98,170 shares; 2026Q1: 87,710 shares 87,710 $25.2M 3.79% -10,460 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: 95,330 shares; 2024Q4: 367,023 shares; 2025Q1: 97,646 shares; 2025Q2: 98,839 shares; 2025Q3: 103,542 shares; 2025Q4: 105,442 shares; 2026Q1: 110,251 shares 110,251 $23M 3.45% +4,809 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: 30,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,175 shares; 2025Q4: 162,550 shares; 2026Q1: 159,575 shares 159,575 $21.6M 3.25% -2,975 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: 66,500 shares; 2024Q4: 66,963 shares; 2025Q1: 69,241 shares; 2025Q2: 68,333 shares; 2025Q3: 70,007 shares; 2025Q4: 71,982 shares; 2026Q1: 72,247 shares 72,247 $21.3M 3.19% +265 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: 132,870 shares; 2024Q4: 269,749 shares; 2025Q1: 129,665 shares; 2025Q2: 110,827 shares; 2025Q3: 109,979 shares; 2025Q4: 103,728 shares; 2026Q1: 105,044 shares 105,044 $17.8M 2.68% +1,316 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,302 shares; 2024Q4: 31,302 shares; 2025Q1: 31,157 shares; 2025Q2: 31,152 shares; 2025Q3: 31,312 shares; 2025Q4: 31,037 shares; 2026Q1: 31,337 shares 31,337 $15.7M 2.35% +300 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,430 shares; 2024Q4: 179,359 shares; 2025Q1: 35,529 shares; 2025Q2: 36,063 shares; 2025Q3: 38,291 shares; 2025Q4: 40,049 shares; 2026Q1: 51,094 shares 51,094 $15.5M 2.32% +11,045 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,400 shares; 2024Q4: 107,200 shares; 2025Q1: 102,400 shares; 2025Q2: 131,925 shares; 2025Q3: 413,430 shares; 2025Q4: 532,758 shares; 2026Q1: 668,051 shares 668,051 $13M 1.95% +135,293 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: 140,035 shares; 2024Q4: 137,287 shares; 2025Q1: 153,045 shares; 2025Q2: 155,967 shares; 2025Q3: 147,953 shares; 2025Q4: 155,756 shares; 2026Q1: 110,374 shares 110,374 $12.7M 1.91% -45,382 Timeline MKSI MKS INC. More: the full row for MKS 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: 55,119 shares; 2025Q3: 54,882 shares; 2025Q4: 54,161 shares; 2026Q1: 52,220 shares 52,220 $12M 1.8% -1,941 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: 27,105 shares; 2024Q4: 31,822 shares; 2025Q1: 42,720 shares; 2025Q2: 41,340 shares; 2025Q3: 44,814 shares; 2025Q4: 51,127 shares; 2026Q1: 58,550 shares 58,550 $11.7M 1.75% +7,423 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: 19,554 shares; 2024Q4: 21,354 shares; 2025Q1: 21,354 shares; 2025Q2: 21,354 shares; 2025Q3: 20,109 shares; 2025Q4: 20,051 shares; 2026Q1: 20,326 shares 20,326 $11.2M 1.68% +275 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: 51,560 shares; 2024Q4: 51,860 shares; 2025Q1: 51,630 shares; 2025Q2: 52,130 shares; 2025Q3: 51,430 shares; 2025Q4: 51,430 shares; 2026Q1: 51,385 shares 51,385 $10.5M 1.57% -45 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,869 shares; 2024Q4: 53,548 shares; 2025Q1: 77,979 shares; 2025Q2: 47,147 shares; 2025Q3: 46,721 shares; 2025Q4: 59,341 shares; 2026Q1: 95,850 shares 95,850 $10.4M 1.55% +36,509 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 3,000 shares; 2025Q1: 2,250 shares; 2025Q2: 27,196 shares; 2025Q3: 27,209 shares; 2025Q4: 27,289 shares; 2026Q1: 29,474 shares 29,474 $9.96M 1.5% +2,185 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: 72,105 shares; 2024Q4: 538,166 shares; 2025Q1: 78,604 shares; 2025Q2: 65,375 shares; 2025Q3: 56,179 shares; 2025Q4: 55,953 shares; 2026Q1: 53,351 shares 53,351 $9.3M 1.4% -2,602 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: 25,010 shares; 2024Q4: 25,880 shares; 2025Q1: 31,760 shares; 2025Q2: 31,774 shares; 2025Q3: 33,572 shares; 2025Q4: 34,214 shares; 2026Q1: 47,226 shares 47,226 $8.62M 1.29% +13,012 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: 12,766 shares; 2024Q4: 11,946 shares; 2025Q1: 19,802 shares; 2025Q2: 13,556 shares; 2025Q3: 8,133 shares; 2025Q4: 8,694 shares; 2026Q1: 13,663 shares 13,663 $8.16M 1.23% +4,969 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,405 shares; 2024Q4: 60,610 shares; 2025Q1: 60,475 shares; 2025Q2: 60,475 shares; 2025Q3: 58,575 shares; 2025Q4: 57,775 shares; 2026Q1: 50,636 shares 50,636 $8.12M 1.22% -7,139 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: 38,999 shares; 2024Q4: 40,950 shares; 2025Q1: 44,126 shares; 2025Q2: 23,605 shares; 2025Q3: 21,308 shares; 2025Q4: 21,180 shares; 2026Q1: 23,046 shares 23,046 $7.57M 1.14% +1,866 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,224 shares; 2024Q4: 53,323 shares; 2025Q1: 63,550 shares; 2025Q2: 64,921 shares; 2025Q3: 71,731 shares; 2025Q4: 75,421 shares; 2026Q1: 55,222 shares 55,222 $6.15M 0.92% -20,199 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: 7,651 shares; 2024Q4: 7,651 shares; 2025Q1: 7,651 shares; 2025Q2: 7,641 shares; 2025Q3: 7,671 shares; 2025Q4: 7,779 shares; 2026Q1: 6,834 shares 6,834 $5.91M 0.89% -945 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: 26,230 shares; 2024Q4: 26,818 shares; 2025Q1: 32,203 shares; 2025Q2: 29,194 shares; 2025Q3: 27,913 shares; 2025Q4: 28,170 shares; 2026Q1: 30,400 shares 30,400 $5.86M 0.88% +2,230 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: 23,059 shares; 2024Q4: 23,112 shares; 2025Q1: 22,726 shares; 2025Q2: 20,815 shares; 2025Q3: 20,818 shares; 2025Q4: 21,100 shares; 2026Q1: 17,951 shares 17,951 $5.56M 0.83% -3,149 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: 5,925 shares; 2024Q4: 43,960 shares; 2025Q1: 5,184 shares; 2025Q2: 5,184 shares; 2025Q3: 5,871 shares; 2025Q4: 5,841 shares; 2026Q1: 5,656 shares 5,656 $5.2M 0.78% -185 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: 11,930 shares; 2025Q1: 11,585 shares; 2025Q2: 11,233 shares; 2025Q3: 11,377 shares; 2025Q4: 10,372 shares; 2026Q1: 10,359 shares 10,359 $5.14M 0.77% -13 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,800 shares; 2024Q4: 526,806 shares; 2025Q1: 526,806 shares; 2025Q2: 20,019 shares; 2025Q3: 20,019 shares; 2025Q4: 129,322 shares; 2026Q1: 589,705 shares 589,705 $4.81M 0.72% +460,383 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: 14,413 shares; 2024Q4: 14,428 shares; 2025Q1: 24,124 shares; 2025Q2: 13,911 shares; 2025Q3: 13,150 shares; 2025Q4: 13,095 shares; 2026Q1: 12,520 shares 12,520 $4.8M 0.72% -575 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS 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: 586,916 shares; 2025Q3: 866,706 shares; 2025Q4: 821,571 shares; 2026Q1: 479,277 shares 479,277 $4.68M 0.7% -342,294 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: 18,219 shares; 2024Q4: 346,664 shares; 2025Q1: 18,369 shares; 2025Q2: 21,869 shares; 2025Q3: 22,174 shares; 2025Q4: 20,574 shares; 2026Q1: 18,291 shares 18,291 $4.43M 0.67% -2,283 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 28,545 shares; 2025Q3: 29,245 shares; 2025Q4: 29,672 shares; 2026Q1: 32,658 shares 32,658 $4.4M 0.66% +2,986 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: 22,537 shares; 2024Q4: 20,712 shares; 2025Q1: 21,284 shares; 2025Q2: 18,648 shares; 2025Q3: 19,472 shares; 2025Q4: 18,915 shares; 2026Q1: 17,814 shares 17,814 $4.35M 0.65% -1,101 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: 58,027 shares; 2024Q4: 285,997 shares; 2025Q1: 66,702 shares; 2025Q2: 68,602 shares; 2025Q3: 69,302 shares; 2025Q4: 68,602 shares; 2026Q1: 62,022 shares 62,022 $4.23M 0.63% -6,580 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: 3,427 shares; 2024Q4: 3,432 shares; 2025Q1: 3,227 shares; 2025Q2: 3,242 shares; 2025Q3: 3,242 shares; 2025Q4: 3,917 shares; 2026Q1: 4,015 shares 4,015 $3.86M 0.58% +98 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: 67,832 shares; 2024Q4: 63,732 shares; 2025Q1: 54,731 shares; 2025Q2: 49,031 shares; 2025Q3: 47,531 shares; 2025Q4: 47,531 shares; 2026Q1: 47,531 shares 47,531 $3.81M 0.57% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,265 shares; 2024Q4: 68,294 shares; 2025Q1: 80,558 shares; 2025Q2: 89,452 shares; 2025Q3: 82,272 shares; 2025Q4: 84,370 shares; 2026Q1: 77,544 shares 77,544 $3.75M 0.56% -6,826 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: 29,101 shares; 2024Q4: 28,901 shares; 2025Q1: 29,401 shares; 2025Q2: 30,037 shares; 2025Q3: 30,887 shares; 2025Q4: 29,187 shares; 2026Q1: 30,173 shares 30,173 $3.75M 0.56% +986 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: 17,148 shares; 2024Q4: 16,768 shares; 2025Q1: 14,425 shares; 2025Q2: 14,425 shares; 2025Q3: 14,425 shares; 2025Q4: 14,425 shares; 2026Q1: 14,125 shares 14,125 $3.68M 0.55% -300 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,679 shares; 2025Q2: 76,580 shares; 2025Q3: 71,551 shares; 2025Q4: 76,901 shares; 2026Q1: 59,416 shares 59,416 $3.58M 0.54% -17,485 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: 28,000 shares; 2024Q4: 27,900 shares; 2025Q1: 27,800 shares; 2025Q2: 27,700 shares; 2025Q3: 30,510 shares; 2025Q4: 27,095 shares; 2026Q1: 26,095 shares 26,095 $3.55M 0.53% -1,000 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: 9,424 shares; 2024Q4: 9,504 shares; 2025Q1: 11,689 shares; 2025Q2: 11,891 shares; 2025Q3: 12,329 shares; 2025Q4: 12,329 shares; 2026Q1: 12,626 shares 12,626 $3.53M 0.53% +297 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: 2,104 shares; 2024Q4: 1,864 shares; 2025Q1: 2,192 shares; 2025Q2: 3,600 shares; 2025Q3: 3,840 shares; 2025Q4: 3,760 shares; 2026Q1: 4,025 shares 4,025 $3.51M 0.53% +265 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: 5,350 shares; 2024Q4: 6,550 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,175 shares; 2025Q4: 6,625 shares; 2026Q1: 17,820 shares 17,820 $3.42M 0.51% +11,195 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: 7,875 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 7,675 shares; 2025Q3: 7,075 shares; 2025Q4: 7,635 shares; 2026Q1: 7,075 shares 7,075 $3.26M 0.49% -560 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: 9,139 shares; 2024Q4: 105,441 shares; 2025Q1: 8,689 shares; 2025Q2: 7,219 shares; 2025Q3: 7,069 shares; 2025Q4: 6,944 shares; 2026Q1: 6,944 shares 6,944 $2.99M 0.45% 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: 10,082 shares; 2024Q4: 9,977 shares; 2025Q1: 9,092 shares; 2025Q2: 9,172 shares; 2025Q3: 9,672 shares; 2025Q4: 9,672 shares; 2026Q1: 8,790 shares 8,790 $2.89M 0.43% -882 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: 2,918 shares; 2024Q4: 3,487 shares; 2025Q1: 4,372 shares; 2025Q2: 3,701 shares; 2025Q3: 4,240 shares; 2025Q4: 4,551 shares; 2026Q1: 4,434 shares 4,434 $2.88M 0.43% -117 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: 53,152 shares; 2024Q4: 35,303 shares; 2025Q1: 48,553 shares; 2025Q2: 36,904 shares; 2025Q3: 36,906 shares; 2025Q4: 36,909 shares; 2026Q1: 37,734 shares 37,734 $2.87M 0.43% +825 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: 2,600 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,762 shares; 2026Q1: 5,627 shares 5,627 $2.7M 0.4% -135 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: 10,790 shares; 2024Q4: 51,676 shares; 2025Q1: 11,290 shares; 2025Q2: 8,921 shares; 2025Q3: 8,921 shares; 2025Q4: 8,921 shares; 2026Q1: 9,489 shares 9,489 $2.69M 0.4% +568 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: 11,502 shares; 2024Q4: 10,742 shares; 2025Q1: 10,107 shares; 2025Q2: 10,107 shares; 2025Q3: 10,254 shares; 2025Q4: 10,404 shares; 2026Q1: 8,904 shares 8,904 $2.69M 0.4% -1,500 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 8,474 shares; 2025Q1: 8,330 shares; 2025Q2: 8,330 shares; 2025Q3: 8,330 shares; 2025Q4: 8,330 shares; 2026Q1: 7,482 shares 7,482 $2.68M 0.4% -848 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares; 2026Q1: 44,000 shares 44,000 $2.64M 0.4% 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: 32,339 shares; 2024Q4: 230,271 shares; 2025Q1: 27,937 shares; 2025Q2: 28,637 shares; 2025Q3: 28,483 shares; 2025Q4: 28,483 shares; 2026Q1: 28,400 shares 28,400 $2.64M 0.4% -83 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: 7,497 shares; 2024Q4: 7,999 shares; 2025Q1: 9,200 shares; 2025Q2: 9,216 shares; 2025Q3: 9,243 shares; 2025Q4: 9,044 shares; 2026Q1: 9,046 shares 9,046 $2.57M 0.39% +2 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: not reported; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,723 shares 3,723 $2.54M 0.38% +173 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,689 shares 8,689 $2.49M 0.37% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,365 shares 4,365 $2.46M 0.37% +75 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,861 shares; 2026Q1: 1,861 shares 1,861 $2.46M 0.37% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,290 shares; 2024Q4: 7,790 shares; 2025Q1: 7,790 shares; 2025Q2: 7,790 shares; 2025Q3: 7,790 shares; 2025Q4: 7,090 shares; 2026Q1: 6,450 shares 6,450 $2.34M 0.35% -640 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: 41,165 shares; 2024Q4: 236,232 shares; 2025Q1: 41,201 shares; 2025Q2: 41,954 shares; 2025Q3: 41,875 shares; 2025Q4: 39,835 shares; 2026Q1: 45,948 shares 45,948 $2.31M 0.35% +6,113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,040 shares; 2025Q3: 2,863 shares; 2025Q4: 2,710 shares; 2026Q1: 2,715 shares 2,715 $2.3M 0.34% +5 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: 3,607 shares; 2024Q4: 3,657 shares; 2025Q1: 3,657 shares; 2025Q2: 16,701 shares; 2025Q3: 14,044 shares; 2025Q4: 13,767 shares; 2026Q1: 13,828 shares 13,828 $2.28M 0.34% +61 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 11,305 shares; 2025Q1: 11,330 shares; 2025Q2: 11,680 shares; 2025Q3: 11,680 shares; 2025Q4: 11,680 shares; 2026Q1: 11,655 shares 11,655 $2.17M 0.33% -25 Timeline PSNL PERSONALIS INC More: the full row for PERSONALIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,181 shares; 2024Q4: 431,181 shares; 2025Q1: 426,331 shares; 2025Q2: 426,331 shares; 2025Q3: 292,135 shares; 2025Q4: 340,000 shares; 2026Q1: 339,733 shares 339,733 $2.16M 0.32% -267 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: 3,946 shares; 2024Q4: 3,948 shares; 2025Q1: 4,121 shares; 2025Q2: 3,721 shares; 2025Q3: 3,718 shares; 2025Q4: 3,720 shares; 2026Q1: 3,564 shares 3,564 $2.15M 0.32% -156 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: 47,127 shares; 2024Q4: 35,910 shares; 2025Q1: 34,527 shares; 2025Q2: 31,777 shares; 2025Q3: 31,777 shares; 2025Q4: 30,177 shares; 2026Q1: 31,177 shares 31,177 $2.12M 0.32% +1,000 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: 15,560 shares; 2024Q4: 11,539 shares; 2025Q1: 14,419 shares; 2025Q2: 9,619 shares; 2025Q3: 9,469 shares; 2025Q4: 9,469 shares; 2026Q1: 12,759 shares 12,759 $2.11M 0.32% +3,290 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: 2,132 shares; 2024Q4: 2,040 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,145 shares; 2025Q4: 2,095 shares; 2026Q1: 2,070 shares 2,070 $2.06M 0.31% -25 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: 2,366 shares; 2024Q4: 2,376 shares; 2025Q1: 2,645 shares; 2025Q2: 2,671 shares; 2025Q3: 2,670 shares; 2025Q4: 4,181 shares; 2026Q1: 3,603 shares 3,603 $2.06M 0.31% -578 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,950 shares; 2024Q4: 204,825 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 16,950 shares; 2025Q4: 16,950 shares; 2026Q1: 16,950 shares 16,950 $2.03M 0.31% 0 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: 25,625 shares; 2024Q4: 24,450 shares; 2025Q1: 28,025 shares; 2025Q2: 23,475 shares; 2025Q3: 22,775 shares; 2025Q4: 22,575 shares; 2026Q1: 21,658 shares 21,658 $2.01M 0.3% -917 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,103 shares; 2025Q1: 5,603 shares; 2025Q2: 6,353 shares; 2025Q3: 6,053 shares; 2025Q4: 5,553 shares; 2026Q1: 5,353 shares 5,353 $1.99M 0.3% -200 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 8,258 shares; 2025Q1: 8,266 shares; 2025Q2: 8,236 shares; 2025Q3: 8,226 shares; 2025Q4: 8,048 shares; 2026Q1: 7,829 shares 7,829 $1.9M 0.29% -219 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: 21,032 shares; 2024Q4: 21,008 shares; 2025Q1: 15,488 shares; 2025Q2: 15,388 shares; 2025Q3: 15,368 shares; 2025Q4: 15,368 shares; 2026Q1: 8,321 shares 8,321 $1.81M 0.27% -7,047 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: 99,594 shares; 2024Q4: 117,217 shares; 2025Q1: 117,024 shares; 2025Q2: 117,126 shares; 2025Q3: 116,843 shares; 2025Q4: 112,845 shares; 2026Q1: 92,617 shares 92,617 $1.79M 0.27% -20,228 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 94,600 shares 94,600 $1.77M 0.27% -5,400 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: 17,804 shares; 2024Q4: 13,564 shares; 2025Q1: 16,564 shares; 2025Q2: 10,534 shares; 2025Q3: 10,434 shares; 2025Q4: 10,004 shares; 2026Q1: 12,271 shares 12,271 $1.77M 0.27% +2,267 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,200 shares; 2024Q4: 41,500 shares; 2025Q1: 41,500 shares; 2025Q2: 41,500 shares; 2025Q3: 41,500 shares; 2025Q4: 41,500 shares; 2026Q1: 41,500 shares 41,500 $1.59M 0.24% 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: 14,600 shares; 2024Q4: 291,745 shares; 2025Q1: 14,600 shares; 2025Q2: 14,900 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 14,600 shares 14,600 $1.59M 0.24% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,690 shares; 2024Q4: 9,190 shares; 2025Q1: 9,190 shares; 2025Q2: 9,190 shares; 2025Q3: 8,690 shares; 2025Q4: 8,523 shares; 2026Q1: 8,523 shares 8,523 $1.55M 0.23% 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: 9,741 shares; 2024Q4: 6,251 shares; 2025Q1: 6,251 shares; 2025Q2: 6,251 shares; 2025Q3: 6,201 shares; 2025Q4: 6,077 shares; 2026Q1: 6,547 shares 6,547 $1.48M 0.22% +470 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: 10,054 shares; 2024Q4: 8,055 shares; 2025Q1: 10,055 shares; 2025Q2: 4,155 shares; 2025Q3: 5,199 shares; 2025Q4: 5,207 shares; 2026Q1: 7,130 shares 7,130 $1.48M 0.22% +1,923 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: 18,520 shares; 2024Q4: 17,220 shares; 2025Q1: 14,020 shares; 2025Q2: 11,770 shares; 2025Q3: 7,270 shares; 2025Q4: 7,135 shares; 2026Q1: 7,100 shares 7,100 $1.41M 0.21% -35 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,500 shares; 2025Q2: 47,700 shares; 2025Q3: 45,773 shares; 2025Q4: 45,773 shares; 2026Q1: 45,773 shares 45,773 $1.38M 0.21% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 103,800 shares; 2025Q3: 103,085 shares; 2025Q4: 95,492 shares; 2026Q1: 95,692 shares 95,692 $1.36M 0.2% +200 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 19,390 shares; 2026Q1: 19,170 shares 19,170 $1.27M 0.19% -220 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,104 shares; 2024Q4: 11,104 shares; 2025Q1: 11,940 shares; 2025Q2: 11,940 shares; 2025Q3: 11,840 shares; 2025Q4: 10,140 shares; 2026Q1: 10,140 shares 10,140 $1.25M 0.19% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,258 shares 36,258 $1.24M 0.19% new 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: 3,801 shares; 2024Q4: 237,480 shares; 2025Q1: 3,806 shares; 2025Q2: 3,582 shares; 2025Q3: 3,483 shares; 2025Q4: 3,485 shares; 2026Q1: 3,477 shares 3,477 $1.22M 0.18% -8 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,377 shares; 2026Q1: 7,377 shares 7,377 $1.21M 0.18% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 4,868 shares; 2025Q4: 4,203 shares; 2026Q1: 6,872 shares 6,872 $1.2M 0.18% +2,669 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,900 shares; 2025Q3: 28,900 shares; 2025Q4: 28,900 shares; 2026Q1: 28,900 shares 28,900 $1.19M 0.18% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 7,180 shares; 2026Q1: 5,600 shares 5,600 $1.11M 0.17% -1,580 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: 39,820 shares; 2024Q4: 148,880 shares; 2025Q1: 41,491 shares; 2025Q2: 42,334 shares; 2025Q3: 40,602 shares; 2025Q4: 34,582 shares; 2026Q1: 36,618 shares 36,618 $1.06M 0.16% +2,036 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 11,800 shares; 2026Q1: 11,400 shares 11,400 $1.05M 0.16% -400 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,880 shares; 2024Q4: 19,796 shares; 2025Q1: 18,559 shares; 2025Q2: 18,561 shares; 2025Q3: 18,563 shares; 2025Q4: 17,901 shares; 2026Q1: 18,820 shares 18,820 $1.02M 0.15% +919 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: 6,012 shares; 2024Q4: 6,012 shares; 2025Q1: 6,512 shares; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 6,512 shares; 2026Q1: 6,500 shares 6,500 $1.01M 0.15% -12 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: 7,746 shares; 2024Q4: 7,750 shares; 2025Q1: 5,214 shares; 2025Q2: 5,486 shares; 2025Q3: 5,492 shares; 2025Q4: 12,498 shares; 2026Q1: 16,603 shares 16,603 $1.01M 0.15% +4,105 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: 2,600 shares; 2024Q4: 5,850 shares; 2025Q1: 2,872 shares; 2025Q2: 7,246 shares; 2025Q3: 7,347 shares; 2025Q4: 7,347 shares; 2026Q1: 6,847 shares 6,847 $1M 0.15% -500 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,233 shares; 2024Q4: 24,233 shares; 2025Q1: 24,233 shares; 2025Q2: 24,233 shares; 2025Q3: 24,233 shares; 2025Q4: 24,233 shares; 2026Q1: 24,233 shares 24,233 $995K 0.15% 0 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: 11,500 shares; 2024Q4: 11,200 shares; 2025Q1: 9,450 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200 $973K 0.15% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 13,140 shares; 2025Q1: 15,340 shares; 2025Q2: 15,190 shares; 2025Q3: 9,445 shares; 2025Q4: 5,445 shares; 2026Q1: 4,645 shares 4,645 $960K 0.14% -800 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 19,600 shares; 2025Q2: 19,600 shares; 2025Q3: 19,600 shares; 2025Q4: 16,600 shares; 2026Q1: 16,167 shares 16,167 $943K 0.14% -433 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 5,438 shares; 2025Q1: 5,213 shares; 2025Q2: 5,213 shares; 2025Q3: 5,213 shares; 2025Q4: 5,213 shares; 2026Q1: 5,213 shares 5,213 $939K 0.14% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,500 shares; 2024Q4: 28,500 shares; 2025Q1: 28,500 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $935K 0.14% 0 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $908K 0.14% 0 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 42,927 shares; 2026Q1: 43,064 shares 43,064 $907K 0.14% +137 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $896K 0.13% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 5,645 shares; 2025Q1: 27,270 shares; 2025Q2: 27,625 shares; 2025Q3: 21,080 shares; 2025Q4: 17,080 shares; 2026Q1: 16,785 shares 16,785 $884K 0.13% -295 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: 6,160 shares; 2024Q4: 119,095 shares; 2025Q1: 6,160 shares; 2025Q2: 6,160 shares; 2025Q3: 6,160 shares; 2025Q4: 6,160 shares; 2026Q1: 5,560 shares 5,560 $874K 0.13% -600 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 9,700 shares; 2025Q1: 12,500 shares; 2025Q2: 8,278 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares; 2026Q1: 9,404 shares 9,404 $862K 0.13% +3,819 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 16,300 shares; 2025Q4: 17,300 shares; 2026Q1: 17,300 shares 17,300 $843K 0.13% 0 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: 10,654 shares; 2024Q4: 10,955 shares; 2025Q1: 10,856 shares; 2025Q2: 10,857 shares; 2025Q3: 10,641 shares; 2025Q4: 10,242 shares; 2026Q1: 12,743 shares 12,743 $841K 0.13% +2,501 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 23,594 shares; 2026Q1: 18,594 shares 18,594 $841K 0.13% -5,000 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: 11,902 shares; 2024Q4: 157,152 shares; 2025Q1: 11,433 shares; 2025Q2: 9,934 shares; 2025Q3: 7,435 shares; 2025Q4: 7,103 shares; 2026Q1: 6,974 shares 6,974 $839K 0.13% -129 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: 4,480 shares; 2024Q4: 4,380 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 2,380 shares 2,380 $813K 0.12% +900 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: 4,225 shares; 2024Q4: 4,225 shares; 2025Q1: 3,725 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 4,110 shares 4,110 $813K 0.12% +785 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,300 shares; 2025Q3: 18,750 shares; 2025Q4: 14,500 shares; 2026Q1: 16,680 shares 16,680 $805K 0.12% +2,180 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: 6,043 shares; 2024Q4: 5,393 shares; 2025Q1: 2,793 shares; 2025Q2: 4,284 shares; 2025Q3: 4,284 shares; 2025Q4: 4,284 shares; 2026Q1: 5,152 shares 5,152 $800K 0.12% +868 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,935 shares; 2025Q2: 2,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,700 shares 3,700 $751K 0.11% -100 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,333 shares; 2026Q1: 2,333 shares 2,333 $742K 0.11% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,650 shares; 2024Q4: 183,550 shares; 2025Q1: 17,300 shares; 2025Q2: 15,700 shares; 2025Q3: 12,700 shares; 2025Q4: 12,700 shares; 2026Q1: 15,125 shares 15,125 $733K 0.11% +2,425 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: 11,711 shares; 2024Q4: 11,588 shares; 2025Q1: 12,288 shares; 2025Q2: 12,266 shares; 2025Q3: 8,660 shares; 2025Q4: 8,460 shares; 2026Q1: 3,917 shares 3,917 $731K 0.11% -4,543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,750 shares 12,750 $724K 0.11% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,628 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,547 shares; 2026Q1: 2,323 shares 2,323 $722K 0.11% -224 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: 18,211 shares; 2024Q4: 17,681 shares; 2025Q1: 17,081 shares; 2025Q2: 1,396 shares; 2025Q3: 1,391 shares; 2025Q4: 1,484 shares; 2026Q1: 1,442 shares 1,442 $709K 0.11% -42 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: 541 shares; 2024Q4: 633 shares; 2025Q1: 635 shares; 2025Q2: 1,331 shares; 2025Q3: 1,337 shares; 2025Q4: 1,541 shares; 2026Q1: 1,195 shares 1,195 $690K 0.1% -346 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: 12,586 shares; 2024Q4: 12,586 shares; 2025Q1: 12,709 shares; 2025Q2: 12,709 shares; 2025Q3: 12,709 shares; 2025Q4: 12,709 shares; 2026Q1: 6,482 shares 6,482 $666K 0.1% -6,227 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 4,659 shares; 2025Q1: 4,668 shares; 2025Q2: 4,568 shares; 2025Q3: 4,568 shares; 2025Q4: 4,568 shares; 2026Q1: 4,568 shares 4,568 $660K 0.1% 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 250 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 906 shares 906 $642K 0.1% +156 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,732 shares; 2024Q4: 26,749 shares; 2025Q1: 27,512 shares; 2025Q2: 28,026 shares; 2025Q3: 28,038 shares; 2025Q4: 28,050 shares; 2026Q1: 28,061 shares 28,061 $639K 0.1% +11 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: 14,422 shares; 2024Q4: 13,422 shares; 2025Q1: 11,522 shares; 2025Q2: 11,822 shares; 2025Q3: 11,822 shares; 2025Q4: 11,621 shares; 2026Q1: 14,021 shares 14,021 $619K 0.09% +2,400 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 4,935 shares; 2025Q1: 6,575 shares; 2025Q2: 3,075 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares; 2026Q1: 4,640 shares 4,640 $608K 0.09% +1,385 Timeline JEPI 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: 12,416 shares; 2024Q4: 12,418 shares; 2025Q1: 12,420 shares; 2025Q2: 12,925 shares; 2025Q3: 12,928 shares; 2025Q4: 12,930 shares; 2026Q1: 10,633 shares 10,633 $603K 0.09% -2,297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,058 shares 3,058 $600K 0.09% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,759 shares; 2024Q4: 6,759 shares; 2025Q1: 6,759 shares; 2025Q2: 6,759 shares; 2025Q3: 5,259 shares; 2025Q4: 5,259 shares; 2026Q1: 9,459 shares 9,459 $594K 0.09% +4,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,752 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,705 shares 1,705 $576K 0.09% +429 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: 13,446 shares; 2024Q4: 13,946 shares; 2025Q1: 13,946 shares; 2025Q2: 13,946 shares; 2025Q3: 13,946 shares; 2025Q4: 14,046 shares; 2026Q1: 17,096 shares 17,096 $573K 0.09% +3,050 Timeline IDA IDACORP INC More: the full row for IDACORP INC 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 $572K 0.09% 0 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: 14,875 shares; 2024Q4: 14,875 shares; 2025Q1: 14,875 shares; 2025Q2: 14,875 shares; 2025Q3: 11,125 shares; 2025Q4: 11,125 shares; 2026Q1: 11,125 shares 11,125 $565K 0.08% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 16,875 shares; 2025Q1: 16,875 shares; 2025Q2: 16,875 shares; 2025Q3: 16,875 shares; 2025Q4: 16,875 shares; 2026Q1: 16,875 shares 16,875 $548K 0.08% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $542K 0.08% 0 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: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400 $539K 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,543 shares; 2024Q4: 127,673 shares; 2025Q1: 4,403 shares; 2025Q2: 6,520 shares; 2025Q3: 6,023 shares; 2025Q4: 6,026 shares; 2026Q1: 10,428 shares 10,428 $536K 0.08% +4,402 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,700 shares; 2025Q2: 9,500 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 12,500 shares 12,500 $530K 0.08% +4,500 Timeline ITRI ITRON INC More: the full row for ITRON 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: 5,850 shares 5,850 $524K 0.08% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,585 shares; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 1,003 shares; 2025Q4: 1,553 shares; 2026Q1: 2,113 shares 2,113 $524K 0.08% +560 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: 2,371 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,269 shares; 2026Q1: 2,269 shares 2,269 $521K 0.08% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6,151 shares; 2025Q1: 2,426 shares; 2025Q2: 5,427 shares; 2025Q3: 5,358 shares; 2025Q4: 4,923 shares; 2026Q1: 6,673 shares 6,673 $518K 0.08% +1,750 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,697 shares; 2024Q4: 19,697 shares; 2025Q1: 19,197 shares; 2025Q2: 19,197 shares; 2025Q3: 19,197 shares; 2025Q4: 19,197 shares; 2026Q1: 20,897 shares 20,897 $511K 0.08% +1,700 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: 10,453 shares; 2024Q4: 9,503 shares; 2025Q1: 6,903 shares; 2025Q2: 7,153 shares; 2025Q3: 7,153 shares; 2025Q4: 7,153 shares; 2026Q1: 6,986 shares 6,986 $502K 0.08% -167 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 1,846 shares; 2026Q1: 1,846 shares 1,846 $492K 0.07% 0 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: 16,401 shares; 2024Q4: 7,199 shares; 2025Q1: 5,316 shares; 2025Q2: 5,218 shares; 2025Q3: 4,629 shares; 2025Q4: 4,639 shares; 2026Q1: 4,319 shares 4,319 $490K 0.07% -320 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,091 shares; 2024Q4: 335,914 shares; 2025Q1: 10,596 shares; 2025Q2: 10,726 shares; 2025Q3: 10,728 shares; 2025Q4: 10,730 shares; 2026Q1: 10,732 shares 10,732 $485K 0.07% +2 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 119,590 shares; 2025Q1: 3,000 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 1,950 shares 1,950 $482K 0.07% -500 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $476K 0.07% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 70,300 shares; 2025Q4: 64,600 shares; 2026Q1: 22,600 shares 22,600 $472K 0.07% -42,000 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $465K 0.07% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,388 shares; 2024Q4: 27,388 shares; 2025Q1: 27,388 shares; 2025Q2: 27,388 shares; 2025Q3: 27,388 shares; 2025Q4: 27,388 shares; 2026Q1: 27,388 shares 27,388 $458K 0.07% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,950 shares; 2024Q4: 31,808 shares; 2025Q1: 9,950 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 7,300 shares 7,300 $458K 0.07% -2,300 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: 29,730 shares; 2024Q4: 24,019 shares; 2025Q1: 21,428 shares; 2025Q2: 14,955 shares; 2025Q3: 14,532 shares; 2025Q4: 15,008 shares; 2026Q1: 16,164 shares 16,164 $454K 0.07% +1,156 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $450K 0.07% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 39,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 2,610 shares 2,610 $441K 0.07% +690 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,271 shares; 2025Q2: 7,271 shares; 2025Q3: 7,271 shares; 2025Q4: 10,906 shares; 2026Q1: 10,906 shares 10,906 $441K 0.07% 0 Timeline TOST TOAST INC More: the full row for TOAST 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: 19,400 shares; 2026Q1: 16,400 shares 16,400 $435K 0.07% -3,000 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 2,000 shares 2,000 $433K 0.07% +600 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: 6,606 shares; 2024Q4: 6,952 shares; 2025Q1: 6,952 shares; 2025Q2: 6,952 shares; 2025Q3: 8,552 shares; 2025Q4: 6,206 shares; 2026Q1: 7,406 shares 7,406 $427K 0.06% +1,200 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 1,400 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,100 shares 1,100 $418K 0.06% -50 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $414K 0.06% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $407K 0.06% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 4,775 shares; 2026Q1: 4,775 shares 4,775 $394K 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: 31,333 shares; 2024Q4: 17,387 shares; 2025Q1: 8,078 shares; 2025Q2: 8,011 shares; 2025Q3: 8,011 shares; 2025Q4: 22,987 shares; 2026Q1: 8,029 shares 8,029 $391K 0.06% -14,958 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: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,467 shares 3,467 $390K 0.06% -133 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $388K 0.06% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 993 shares; 2025Q1: 1,659 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares 1,551 $388K 0.06% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 1,640 shares 1,640 $387K 0.06% -400 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: 2,367 shares; 2024Q4: 2,369 shares; 2025Q1: 2,772 shares; 2025Q2: 3,076 shares; 2025Q3: 2,978 shares; 2025Q4: 2,980 shares; 2026Q1: 2,583 shares 2,583 $380K 0.06% -397 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 7,500 shares 7,500 $375K 0.06% -2,000 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: 5,634 shares; 2024Q4: 5,636 shares; 2025Q1: 4,336 shares; 2025Q2: 4,488 shares; 2025Q3: 3,940 shares; 2025Q4: 3,940 shares; 2026Q1: 3,808 shares 3,808 $367K 0.06% -132 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: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,056 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares; 2026Q1: 2,756 shares 2,756 $364K 0.05% -300 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: 20,352 shares; 2024Q4: 19,150 shares; 2025Q1: 20,251 shares; 2025Q2: 20,251 shares; 2025Q3: 22,157 shares; 2025Q4: 18,022 shares; 2026Q1: 7,297 shares 7,297 $360K 0.05% -10,725 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,102 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $360K 0.05% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,050 shares; 2026Q1: 2,800 shares 2,800 $358K 0.05% -250 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $356K 0.05% 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: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 1,798 shares; 2026Q1: 1,733 shares 1,733 $352K 0.05% -65 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 2,950 shares 2,950 $350K 0.05% +1,200 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: 1,450 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 975 shares 975 $347K 0.05% -375 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: 1,000 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $343K 0.05% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,592 shares; 2025Q2: 3,595 shares; 2025Q3: 3,498 shares; 2025Q4: 3,500 shares; 2026Q1: 3,503 shares 3,503 $329K 0.05% +3 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 3,150 shares; 2026Q1: 3,388 shares 3,388 $326K 0.05% +238 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $320K 0.05% 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: 1,049 shares 1,049 $312K 0.05% new Timeline GPIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,200 shares 6,200 $307K 0.05% new 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: 1,755 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,905 shares 1,905 $304K 0.05% +150 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 3,450 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,000 shares; 2026Q1: 2,500 shares 2,500 $303K 0.05% +500 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 10,155 shares; 2025Q1: 16,092 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $293K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,360 shares; 2026Q1: 1,360 shares 1,360 $291K 0.04% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $289K 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 966 shares; 2025Q1: 1,063 shares; 2025Q2: 1,363 shares; 2025Q3: 2,363 shares; 2025Q4: 2,363 shares; 2026Q1: 3,189 shares 3,189 $288K 0.04% +826 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: 2,023 shares; 2024Q4: 2,023 shares; 2025Q1: 2,023 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 1,978 shares 1,978 $287K 0.04% -300 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $286K 0.04% 0 Timeline SHM 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: 5,929 shares; 2024Q4: 5,929 shares; 2025Q1: 5,929 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 5,929 shares; 2026Q1: 5,929 shares 5,929 $284K 0.04% 0 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 3,630 shares; 2025Q3: 3,430 shares; 2025Q4: 3,163 shares; 2026Q1: 1,163 shares 1,163 $279K 0.04% -2,000 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $273K 0.04% 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 19,881 shares; 2025Q3: 19,889 shares; 2025Q4: 15,495 shares; 2026Q1: 2,900 shares 2,900 $268K 0.04% -12,595 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $266K 0.04% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 5,350 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,017 shares 5,017 $266K 0.04% -333 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: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,631 shares; 2025Q4: 2,631 shares; 2026Q1: 2,631 shares 2,631 $261K 0.04% 0 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,115 shares; 2025Q4: 20,415 shares; 2026Q1: 20,415 shares 20,415 $257K 0.04% 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: 5,950 shares; 2024Q4: 7,550 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 6,950 shares; 2025Q4: 5,551 shares; 2026Q1: 5,450 shares 5,450 $256K 0.04% -101 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $253K 0.04% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $251K 0.04% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $250K 0.04% 0 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 6,798 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 6,798 shares; 2025Q4: 6,798 shares; 2026Q1: 6,798 shares 6,798 $247K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,184 shares; 2025Q2: 6,184 shares; 2025Q3: 6,184 shares; 2025Q4: 6,184 shares; 2026Q1: 4,849 shares 4,849 $246K 0.04% -1,335 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $243K 0.04% new Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,500 shares; 2024Q4: 28,500 shares; 2025Q1: 28,500 shares; 2025Q2: 28,500 shares; 2025Q3: 28,500 shares; 2025Q4: 28,500 shares; 2026Q1: 28,500 shares 28,500 $237K 0.04% 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: 1,292 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares 1,292 $235K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 4,175 shares 4,175 $235K 0.04% -2,475 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC 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: 28,000 shares; 2025Q4: 27,200 shares; 2026Q1: 6,000 shares 6,000 $234K 0.04% -21,200 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 600 shares 600 $234K 0.04% +100 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: not reported; 2024Q4: not reported; 2025Q1: 1,305 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $230K 0.03% 0 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: 1,500 shares; 2024Q4: 185,040 shares; 2025Q1: not reported; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: not reported; 2026Q1: 1,514 shares 1,514 $229K 0.03% new 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $228K 0.03% 0 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 6,565 shares 6,565 $222K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 23,110 shares; 2025Q1: 24,710 shares; 2025Q2: 25,510 shares; 2025Q3: 25,010 shares; 2025Q4: 24,243 shares; 2026Q1: 5,767 shares 5,767 $222K 0.03% -18,476 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: 1,380 shares; 2024Q4: not reported; 2025Q1: 1,430 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $220K 0.03% 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: not reported; 2024Q4: 1,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $220K 0.03% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,611 shares 5,611 $219K 0.03% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,493 shares; 2024Q4: 9,493 shares; 2025Q1: 9,493 shares; 2025Q2: 9,493 shares; 2025Q3: 9,493 shares; 2025Q4: 9,493 shares; 2026Q1: 9,493 shares 9,493 $213K 0.03% 0 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $212K 0.03% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $208K 0.03% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $205K 0.03% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $202K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,900 shares; 2025Q4: 3,400 shares; 2026Q1: 2,833 shares 2,833 $202K 0.03% -567 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: 9,650 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,300 shares 5,300 $201K 0.03% -400 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 1,400 shares; 2025Q1: 2,000 shares; 2025Q2: 2,928 shares; 2025Q3: 3,928 shares; 2025Q4: 3,928 shares; 2026Q1: 3,928 shares 3,928 $198K 0.03% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $197K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares 1,179 $191K 0.03% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $187K 0.03% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: 7,465 shares; 2025Q1: 7,465 shares; 2025Q2: 7,465 shares; 2025Q3: 7,465 shares; 2025Q4: 7,465 shares; 2026Q1: 7,898 shares 7,898 $187K 0.03% +433 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: 1,437 shares; 2024Q4: 1,442 shares; 2025Q1: 3,593 shares; 2025Q2: 4,098 shares; 2025Q3: 5,938 shares; 2025Q4: 5,950 shares; 2026Q1: 5,953 shares 5,953 $180K 0.03% +3 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $176K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,103 shares; 2025Q4: 3,103 shares; 2026Q1: 3,103 shares 3,103 $171K 0.03% 0 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares 11,800 $170K 0.03% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,052 shares; 2025Q1: 3,106 shares; 2025Q2: 2,403 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,355 shares 2,355 $168K 0.03% -48 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,567 shares 3,567 $165K 0.02% -283 Timeline HACK 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: 3,345 shares; 2024Q4: 3,345 shares; 2025Q1: 3,345 shares; 2025Q2: 3,345 shares; 2025Q3: 4,095 shares; 2025Q4: 3,179 shares; 2026Q1: 2,166 shares 2,166 $163K 0.02% -1,013 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $160K 0.02% 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: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares 1,562 $154K 0.02% 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: 900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $152K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $150K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares 1,233 $146K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $146K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,397 shares; 2025Q1: 1,903 shares; 2025Q2: 1,167 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,375 shares 2,375 $145K 0.02% new 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: 2,637 shares; 2024Q4: 2,943 shares; 2025Q1: 2,422 shares; 2025Q2: 2,627 shares; 2025Q3: 2,624 shares; 2025Q4: 2,074 shares; 2026Q1: 1,846 shares 1,846 $133K 0.02% -228 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: 9,874 shares; 2024Q4: 9,776 shares; 2025Q1: 2,429 shares; 2025Q2: 2,282 shares; 2025Q3: 2,284 shares; 2025Q4: 2,236 shares; 2026Q1: 2,238 shares 2,238 $132K 0.02% +2 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,150 shares; 2024Q4: 14,150 shares; 2025Q1: 14,150 shares; 2025Q2: 14,150 shares; 2025Q3: 26,500 shares; 2025Q4: 26,500 shares; 2026Q1: 13,500 shares 13,500 $128K 0.02% -13,000 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,943 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,617 shares 6,617 $127K 0.02% -333 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,830 shares; 2025Q1: 1,500 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,550 shares; 2026Q1: 1,500 shares 1,500 $127K 0.02% -3,050 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 2,000 shares 2,000 $122K 0.02% -1 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: 534 shares; 2026Q1: 1,054 shares 1,054 $122K 0.02% +520 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $121K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 2,691 shares; 2025Q2: 3,242 shares; 2025Q3: 3,243 shares; 2025Q4: 2,328 shares; 2026Q1: 2,820 shares 2,820 $117K 0.02% +492 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $108K 0.02% new 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $106K 0.02% 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: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $105K 0.02% 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: 6,106 shares; 2024Q4: 6,075 shares; 2025Q1: 6,075 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $102K 0.02% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 250 shares; 2025Q4: 500 shares; 2026Q1: 250 shares 250 $99.5K 0.01% -250 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 300 shares 300 $98.1K 0.01% -150 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: 7,238 shares; 2024Q4: 9,811 shares; 2025Q1: 15,856 shares; 2025Q2: 7,434 shares; 2025Q3: 4,800 shares; 2025Q4: 3,475 shares; 2026Q1: 361 shares 361 $97.8K 0.01% -3,114 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 1,847 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,836 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $94.9K 0.01% 0 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,257 shares; 2024Q4: 11,257 shares; 2025Q1: 11,257 shares; 2025Q2: 11,257 shares; 2025Q3: 11,257 shares; 2025Q4: 10,257 shares; 2026Q1: 10,257 shares 10,257 $92.3K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 467 shares 467 $90.8K 0.01% -233 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $89.7K 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: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $85.8K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,125 shares; 2026Q1: 1,058 shares 1,058 $83.9K 0.01% -67 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: 649 shares; 2024Q4: 649 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $82.5K 0.01% 0 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: 1,512 shares; 2026Q1: 1,059 shares 1,059 $80.7K 0.01% -453 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: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,713 shares 1,713 $78.4K 0.01% +642 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,857 shares; 2024Q4: 13,857 shares; 2025Q1: 13,857 shares; 2025Q2: 13,857 shares; 2025Q3: 13,857 shares; 2025Q4: 13,857 shares; 2026Q1: 13,857 shares 13,857 $77.6K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $77K 0.01% 0 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: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 546 shares; 2026Q1: 546 shares 546 $72.6K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 234,507 shares; 2025Q1: 860 shares; 2025Q2: 512 shares; 2025Q3: 515 shares; 2025Q4: 517 shares; 2026Q1: 519 shares 519 $72.4K 0.01% +2 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $71.6K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 566 shares 566 $62.5K 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $60.3K 0.01% 0 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: 2,353 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 603 shares 603 $51.4K 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: 5,006 shares; 2024Q4: 16,539 shares; 2025Q1: 3,571 shares; 2025Q2: 3,129 shares; 2025Q3: 3,126 shares; 2025Q4: 2,022 shares; 2026Q1: 1,804 shares 1,804 $49.5K 0.01% -218 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY 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: 10,000 shares 10,000 $49.1K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 600 shares 600 $47.8K 0.01% -225 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 950 shares 950 $44.1K 0.01% -350 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $43.8K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV 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 $42.2K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 200 shares 200 $39.2K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: not reported; 2026Q1: 400 shares 400 $38.6K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 433 shares 433 $37.5K 0.01% -117 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $37.2K 0.01% 0 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: 2,750 shares; 2024Q4: 7,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $36.8K 0.01% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $33.5K 0.01% 0 Timeline RFL RAFAEL HLDGS INC More: the full row for RAFAEL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 13,408 shares; 2025Q4: 13,408 shares; 2026Q1: 26,000 shares 26,000 $32.5K <0.01% +12,592 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares 2,220 $31.7K <0.01% 0 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: 600 shares; 2025Q4: 600 shares; 2026Q1: 1,600 shares 1,600 $31.6K <0.01% +1,000 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $30.8K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 133 shares 133 $29.5K <0.01% -67 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 52 shares; 2026Q1: 52 shares 52 $28K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,164 shares; 2025Q4: 1,068 shares; 2026Q1: 968 shares 968 $27.8K <0.01% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares 320 $27.7K <0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $27.2K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $17.6K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230 $16.1K <0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $14K <0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $12.5K <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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $10.6K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $10K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.94K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $9.81K <0.01% 0 Timeline ICCM ICECURE MEDICAL LTD CAESAREA More: the full row for ICECURE MEDICAL LTD CAESAREA 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $4.51K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $1.35K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $796 <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,860 shares 13,860 $97 <0.01% new