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: 25,642 shares; 2024Q4: 25,748 shares; 2025Q1: 25,420 shares; 2025Q2: 23,467 shares; 2025Q3: 23,271 shares; 2025Q4: 22,674 shares; 2026Q1: 21,854 shares 21,854 $5.55M 6.7% -820 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: 10,083 shares; 2024Q4: 9,574 shares; 2025Q1: 9,325 shares; 2025Q2: 8,693 shares; 2025Q3: 8,415 shares; 2025Q4: 8,413 shares; 2026Q1: 8,281 shares 8,281 $4.95M 5.98% -132 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: 12,017 shares; 2024Q4: 12,662 shares; 2025Q1: 14,311 shares; 2025Q2: 14,529 shares; 2025Q3: 14,932 shares; 2025Q4: 15,061 shares; 2026Q1: 13,945 shares 13,945 $4.01M 4.85% -1,116 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: 1,609 shares; 2024Q4: 2,512 shares; 2025Q1: 4,222 shares; 2025Q2: 4,299 shares; 2025Q3: 4,404 shares; 2025Q4: 4,333 shares; 2026Q1: 4,281 shares 4,281 $3.94M 4.76% -52 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,321 shares; 2025Q2: not reported; 2025Q3: 20,842 shares; 2025Q4: 51,851 shares; 2026Q1: 116,116 shares 116,116 $3.92M 4.74% +64,265 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,576 shares; 2024Q4: 82,166 shares; 2025Q1: 82,636 shares; 2025Q2: 79,482 shares; 2025Q3: 82,351 shares; 2025Q4: 84,343 shares; 2026Q1: 85,561 shares 85,561 $2.87M 3.47% +1,218 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: 12,374 shares; 2024Q4: 12,592 shares; 2025Q1: 13,091 shares; 2025Q2: 13,180 shares; 2025Q3: 13,523 shares; 2025Q4: 13,610 shares; 2026Q1: 13,389 shares 13,389 $2.79M 3.37% -221 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 20,256 shares; 2025Q1: 22,041 shares; 2025Q2: not reported; 2025Q3: 22,113 shares; 2025Q4: 22,547 shares; 2026Q1: 22,965 shares 22,965 $2.37M 2.87% +418 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,335 shares; 2025Q3: 12,284 shares; 2025Q4: 12,728 shares; 2026Q1: 12,718 shares 12,718 $2.08M 2.51% -10 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,951 shares; 2025Q2: not reported; 2025Q3: 82,855 shares; 2025Q4: 86,301 shares; 2026Q1: 86,175 shares 86,175 $2.06M 2.5% -126 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: 12,097 shares; 2024Q4: 11,814 shares; 2025Q1: 11,791 shares; 2025Q2: 11,014 shares; 2025Q3: 10,544 shares; 2025Q4: 10,607 shares; 2026Q1: 10,432 shares 10,432 $2.05M 2.47% -175 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: 3,134 shares; 2024Q4: 3,257 shares; 2025Q1: 3,461 shares; 2025Q2: 3,494 shares; 2025Q3: 3,636 shares; 2025Q4: 3,674 shares; 2026Q1: 3,509 shares 3,509 $2.01M 2.43% -165 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,732 shares; 2024Q4: 32,549 shares; 2025Q1: 30,663 shares; 2025Q2: 29,569 shares; 2025Q3: 27,687 shares; 2025Q4: 28,211 shares; 2026Q1: 27,004 shares 27,004 $1.99M 2.4% -1,207 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,511 shares; 2024Q4: 68,873 shares; 2025Q1: 63,794 shares; 2025Q2: 71,603 shares; 2025Q3: 75,143 shares; 2025Q4: 77,435 shares; 2026Q1: 76,644 shares 76,644 $1.97M 2.38% -791 Timeline MLPA 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: 12,669 shares; 2024Q4: 13,408 shares; 2025Q1: 19,825 shares; 2025Q2: not reported; 2025Q3: 26,520 shares; 2025Q4: 26,036 shares; 2026Q1: 36,009 shares 36,009 $1.94M 2.35% +9,973 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: 6,833 shares; 2024Q4: 7,122 shares; 2025Q1: 7,384 shares; 2025Q2: 6,192 shares; 2025Q3: 6,367 shares; 2025Q4: 6,436 shares; 2026Q1: 6,438 shares 6,438 $1.89M 2.29% +2 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: 13,319 shares; 2024Q4: 13,257 shares; 2025Q1: 13,606 shares; 2025Q2: 14,028 shares; 2025Q3: 14,504 shares; 2025Q4: 14,839 shares; 2026Q1: 14,744 shares 14,744 $1.83M 2.22% -95 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,530 shares; 2024Q4: 9,564 shares; 2025Q1: 8,018 shares; 2025Q2: 6,974 shares; 2025Q3: 7,034 shares; 2025Q4: 6,984 shares; 2026Q1: 6,916 shares 6,916 $1.81M 2.19% -68 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 46,861 shares; 2025Q4: 47,063 shares; 2026Q1: 45,224 shares 45,224 $1.75M 2.12% -1,839 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: 5,822 shares; 2024Q4: 6,241 shares; 2025Q1: 7,528 shares; 2025Q2: 10,264 shares; 2025Q3: 10,653 shares; 2025Q4: 10,764 shares; 2026Q1: 9,908 shares 9,908 $1.73M 2.09% -856 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: 5,836 shares; 2024Q4: 5,840 shares; 2025Q1: 5,289 shares; 2025Q2: 4,379 shares; 2025Q3: 4,220 shares; 2025Q4: 4,154 shares; 2026Q1: 3,846 shares 3,846 $1.68M 2.03% -308 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,953 shares; 2025Q1: 4,113 shares; 2025Q2: 4,285 shares; 2025Q3: 4,455 shares; 2025Q4: 4,527 shares; 2026Q1: 4,335 shares 4,335 $1.6M 1.94% -192 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: 1,328 shares; 2024Q4: 1,539 shares; 2025Q1: 2,464 shares; 2025Q2: 4,112 shares; 2025Q3: 4,397 shares; 2025Q4: 4,457 shares; 2026Q1: 4,398 shares 4,398 $1.49M 1.8% -59 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,965 shares; 2024Q4: 42,132 shares; 2025Q1: 40,736 shares; 2025Q2: 40,770 shares; 2025Q3: 40,851 shares; 2025Q4: 40,121 shares; 2026Q1: 49,564 shares 49,564 $1.44M 1.74% +9,443 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 1.74% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,374 shares; 2025Q1: 4,110 shares; 2025Q2: 4,402 shares; 2025Q3: 4,531 shares; 2025Q4: 4,594 shares; 2026Q1: 4,582 shares 4,582 $1.42M 1.72% -12 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: 3,535 shares; 2024Q4: 3,583 shares; 2025Q1: 3,860 shares; 2025Q2: 3,874 shares; 2025Q3: 3,804 shares; 2025Q4: 3,815 shares; 2026Q1: 3,795 shares 3,795 $1.25M 1.51% -20 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,508 shares; 2024Q4: 31,781 shares; 2025Q1: 32,623 shares; 2025Q2: 33,363 shares; 2025Q3: 33,798 shares; 2025Q4: 34,875 shares; 2026Q1: 34,485 shares 34,485 $1.25M 1.51% -390 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: 13,512 shares; 2024Q4: 13,889 shares; 2025Q1: 14,352 shares; 2025Q2: 14,730 shares; 2025Q3: 15,345 shares; 2025Q4: 15,707 shares; 2026Q1: 15,698 shares 15,698 $1.19M 1.44% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 8,749 shares 8,749 $1.01M 1.22% +8,645 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: 10,739 shares; 2024Q4: 10,772 shares; 2025Q1: 10,200 shares; 2025Q2: 7,513 shares; 2025Q3: 6,585 shares; 2025Q4: 6,616 shares; 2026Q1: 6,670 shares 6,670 $882K 1.07% +54 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 7,223 shares; 2025Q1: 9,476 shares; 2025Q2: 9,593 shares; 2025Q3: 9,935 shares; 2025Q4: 9,987 shares; 2026Q1: 9,313 shares 9,313 $826K 1% -674 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,541 shares; 2024Q4: 73,263 shares; 2025Q1: 52,565 shares; 2025Q2: 48,366 shares; 2025Q3: 45,743 shares; 2025Q4: 45,606 shares; 2026Q1: 43,652 shares 43,652 $775K 0.94% -1,954 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 4,250 shares 4,250 $719K 0.87% new 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 1,577 shares; 2025Q3: 1,547 shares; 2025Q4: 1,448 shares; 2026Q1: 1,396 shares 1,396 $669K 0.81% -52 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,906 shares; 2025Q2: 14,040 shares; 2025Q3: 14,179 shares; 2025Q4: 14,323 shares; 2026Q1: 14,736 shares 14,736 $661K 0.8% +413 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,359 shares; 2025Q1: 2,477 shares; 2025Q2: 2,052 shares; 2025Q3: 2,195 shares; 2025Q4: 2,235 shares; 2026Q1: 2,238 shares 2,238 $616K 0.74% +3 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 8,142 shares; 2025Q1: 7,256 shares; 2025Q2: not reported; 2025Q3: 7,217 shares; 2025Q4: 7,292 shares; 2026Q1: 7,237 shares 7,237 $453K 0.55% -55 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,615 shares; 2025Q1: 3,522 shares; 2025Q2: 3,495 shares; 2025Q3: 3,508 shares; 2025Q4: 3,671 shares; 2026Q1: 3,500 shares 3,500 $435K 0.53% -171 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: 1,234 shares; 2024Q4: 1,211 shares; 2025Q1: 1,237 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,232 shares; 2026Q1: 1,168 shares 1,168 $434K 0.52% -64 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 6,351 shares; 2025Q1: 5,234 shares; 2025Q2: 5,070 shares; 2025Q3: 5,106 shares; 2025Q4: 5,118 shares; 2026Q1: 5,032 shares 5,032 $416K 0.5% -86 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 236 shares; 2025Q2: 960 shares; 2025Q3: 923 shares; 2025Q4: 1,189 shares; 2026Q1: 835 shares 835 $387K 0.47% -354 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,475 shares; 2024Q4: 20,784 shares; 2025Q1: 19,472 shares; 2025Q2: not reported; 2025Q3: 19,472 shares; 2025Q4: 16,685 shares; 2026Q1: 16,685 shares 16,685 $383K 0.46% 0 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: 543 shares; 2024Q4: 589 shares; 2025Q1: 565 shares; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $357K 0.43% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 721 shares; 2025Q1: 682 shares; 2025Q2: 576 shares; 2025Q3: 577 shares; 2025Q4: 575 shares; 2026Q1: 499 shares 499 $326K 0.39% -76 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,252 shares; 2024Q4: 27,276 shares; 2025Q1: 27,318 shares; 2025Q2: not reported; 2025Q3: 27,018 shares; 2025Q4: 27,058 shares; 2026Q1: 27,098 shares 27,098 $295K 0.36% +40 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: 802 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: not reported; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 806 shares 806 $231K 0.28% +1 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: 618 shares; 2024Q4: 619 shares; 2025Q1: 738 shares; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 739 shares; 2026Q1: 736 shares 736 $228K 0.28% -3 Timeline HYD 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: 7,174 shares; 2024Q4: 7,267 shares; 2025Q1: 4,497 shares; 2025Q2: not reported; 2025Q3: 4,542 shares; 2025Q4: 4,434 shares; 2026Q1: 4,135 shares 4,135 $207K 0.25% -299 Timeline VNM 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: 2,880 shares; 2024Q4: 4,770 shares; 2025Q1: 10,209 shares; 2025Q2: not reported; 2025Q3: 9,370 shares; 2025Q4: 11,370 shares; 2026Q1: 11,651 shares 11,651 $202K 0.24% +281 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,759 shares; 2026Q1: 6,691 shares 6,691 $196K 0.24% -68 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 164 shares; 2025Q2: not reported; 2025Q3: 182 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $193K 0.23% 0 Timeline FPX 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: 1,414 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: not reported; 2025Q3: 1,328 shares; 2025Q4: 1,330 shares; 2026Q1: 1,179 shares 1,179 $187K 0.23% -151 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 997 shares; 2025Q1: 1,001 shares; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 883 shares 883 $186K 0.23% -126 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: 586 shares; 2024Q4: 587 shares; 2025Q1: 588 shares; 2025Q2: 589 shares; 2025Q3: 590 shares; 2025Q4: 591 shares; 2026Q1: 597 shares 597 $180K 0.22% +6 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: 778 shares; 2024Q4: 782 shares; 2025Q1: 734 shares; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 743 shares; 2026Q1: 746 shares 746 $144K 0.17% +3 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: 611 shares; 2024Q4: 615 shares; 2025Q1: 618 shares; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 536 shares; 2026Q1: 538 shares 538 $132K 0.16% +2 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: 875 shares; 2024Q4: 877 shares; 2025Q1: 879 shares; 2025Q2: not reported; 2025Q3: 884 shares; 2025Q4: 886 shares; 2026Q1: 888 shares 888 $131K 0.16% +2 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 653 shares; 2025Q1: 656 shares; 2025Q2: not reported; 2025Q3: 656 shares; 2025Q4: 657 shares; 2026Q1: 659 shares 659 $130K 0.16% +2 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: 2,568 shares; 2024Q4: 2,582 shares; 2025Q1: 2,596 shares; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,633 shares; 2026Q1: 1,641 shares 1,641 $127K 0.15% +8 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 5,257 shares; 2025Q1: 5,298 shares; 2025Q2: not reported; 2025Q3: 5,396 shares; 2025Q4: 5,443 shares; 2026Q1: 5,049 shares 5,049 $122K 0.15% -394 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: 1,914 shares; 2024Q4: 1,880 shares; 2025Q1: 1,860 shares; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 1,426 shares; 2026Q1: 1,166 shares 1,166 $120K 0.14% -260 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: 529 shares; 2024Q4: 532 shares; 2025Q1: 534 shares; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 542 shares; 2026Q1: 545 shares 545 $113K 0.14% +3 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: 480 shares; 2024Q4: 482 shares; 2025Q1: 484 shares; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 489 shares; 2026Q1: 491 shares 491 $113K 0.14% +2 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,719 shares; 2025Q1: 1,724 shares; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 1,771 shares; 2026Q1: 1,774 shares 1,774 $110K 0.13% +3 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 208 shares 208 $102K 0.12% +1 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: 92 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 1,030 shares; 2026Q1: 1,016 shares 1,016 $97.7K 0.12% -14 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 474 shares; 2025Q1: 478 shares; 2025Q2: not reported; 2025Q3: 484 shares; 2025Q4: 475 shares; 2026Q1: 480 shares 480 $82.8K 0.1% +5 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: 414 shares; 2024Q4: 416 shares; 2025Q1: 418 shares; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 345 shares; 2026Q1: 346 shares 346 $81.9K 0.1% +1 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 293 shares; 2026Q1: 557 shares 557 $81.5K 0.1% +264 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: 262 shares; 2024Q4: 263 shares; 2025Q1: 264 shares; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $80.5K 0.1% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 699 shares; 2025Q1: 704 shares; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 660 shares; 2026Q1: 665 shares 665 $80K 0.1% +5 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: 353 shares; 2024Q4: 356 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 372 shares; 2026Q1: 376 shares 376 $77.8K 0.09% +4 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: 387 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $75.3K 0.09% 0 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,468 shares; 2025Q1: 4,469 shares; 2025Q2: not reported; 2025Q3: 1,818 shares; 2025Q4: 1,818 shares; 2026Q1: 1,818 shares 1,818 $74.8K 0.09% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,027 shares; 2025Q1: 1,958 shares; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,330 shares; 2026Q1: 1,108 shares 1,108 $71K 0.09% -222 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: 872 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: not reported; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 723 shares 723 $67.2K 0.08% -149 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 205 shares 205 $66.9K 0.08% +1 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: 330 shares; 2024Q4: 332 shares; 2025Q1: 333 shares; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 338 shares; 2026Q1: 340 shares 340 $66.6K 0.08% +2 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: 118 shares; 2024Q4: 120 shares; 2025Q1: 121 shares; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 108 shares; 2026Q1: 110 shares 110 $66.4K 0.08% +2 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $65.6K 0.08% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 66 shares; 2026Q1: 67 shares 67 $65.5K 0.08% +1 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 909 shares; 2025Q1: 913 shares; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 920 shares; 2026Q1: 923 shares 923 $63K 0.08% +3 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 884 shares; 2025Q1: 896 shares; 2025Q2: not reported; 2025Q3: 922 shares; 2025Q4: 935 shares; 2026Q1: 947 shares 947 $57.9K 0.07% +12 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 644 shares; 2025Q1: 646 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 652 shares; 2026Q1: 654 shares 654 $55.5K 0.07% +2 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: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $54.5K 0.07% 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: 510 shares; 2024Q4: 512 shares; 2025Q1: 513 shares; 2025Q2: not reported; 2025Q3: 529 shares; 2025Q4: 548 shares; 2026Q1: 550 shares 550 $51.7K 0.06% +2 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 285 shares; 2025Q1: 288 shares; 2025Q2: not reported; 2025Q3: 293 shares; 2025Q4: 290 shares; 2026Q1: 293 shares 293 $47.9K 0.06% +3 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,261 shares; 2025Q1: 2,299 shares; 2025Q2: not reported; 2025Q3: 2,361 shares; 2025Q4: 2,389 shares; 2026Q1: 2,435 shares 2,435 $46.7K 0.06% +46 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 606 shares; 2025Q1: 784 shares; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 587 shares; 2026Q1: 604 shares 604 $46.6K 0.06% +17 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,279 shares; 2025Q1: 1,292 shares; 2025Q2: not reported; 2025Q3: 1,320 shares; 2025Q4: 1,337 shares; 2026Q1: 1,352 shares 1,352 $45.7K 0.06% +15 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 337 shares; 2025Q1: 339 shares; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 357 shares; 2026Q1: 360 shares 360 $45.4K 0.05% +3 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 774 shares; 2025Q1: 788 shares; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 771 shares; 2026Q1: 786 shares 786 $44.8K 0.05% +15 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: 262 shares; 2024Q4: 238 shares; 2025Q1: 221 shares; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $44.2K 0.05% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 256 shares; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 254 shares; 2026Q1: 245 shares 245 $44.2K 0.05% -9 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 61 shares 61 $42.9K 0.05% +60 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $41.8K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: not reported; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $41.5K 0.05% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,394 shares; 2025Q1: 1,415 shares; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,438 shares; 2026Q1: 1,462 shares 1,462 $39.9K 0.05% +24 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $39.4K 0.05% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $37K 0.04% 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: 368 shares; 2024Q4: 371 shares; 2025Q1: 350 shares; 2025Q2: not reported; 2025Q3: 388 shares; 2025Q4: 391 shares; 2026Q1: 395 shares 395 $36.7K 0.04% +4 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 437 shares; 2025Q1: 441 shares; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 455 shares; 2026Q1: 460 shares 460 $34.7K 0.04% +5 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,869 shares; 2025Q1: 1,897 shares; 2025Q2: not reported; 2025Q3: 1,963 shares; 2025Q4: 1,998 shares; 2026Q1: 2,034 shares 2,034 $33.4K 0.04% +36 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 376 shares; 2025Q1: 379 shares; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 387 shares; 2026Q1: 390 shares 390 $31.9K 0.04% +3 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: 336 shares; 2024Q4: 336 shares; 2025Q1: 264 shares; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 169 shares 169 $29.5K 0.04% -24 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: 276 shares; 2024Q4: 280 shares; 2025Q1: 282 shares; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 291 shares; 2026Q1: 293 shares 293 $29.1K 0.04% +2 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: 201 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 186 shares 186 $28.9K 0.03% +1 Timeline FC FRANKLIN COVEY CO More: the full row for FRANKLIN COVEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: not reported; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares 1,812 $28.6K 0.03% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $28.3K 0.03% 0 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 435 shares; 2025Q1: 438 shares; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 450 shares; 2026Q1: 454 shares 454 $27.9K 0.03% +4 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 793 shares; 2025Q1: 801 shares; 2025Q2: not reported; 2025Q3: 821 shares; 2025Q4: 830 shares; 2026Q1: 838 shares 838 $27.4K 0.03% +8 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $26.7K 0.03% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 409 shares; 2025Q1: 412 shares; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 412 shares; 2026Q1: 415 shares 415 $25.9K 0.03% +3 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 659 shares; 2025Q1: 667 shares; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 693 shares; 2026Q1: 702 shares 702 $25.7K 0.03% +9 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: 572 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 1,274 shares; 2026Q1: 519 shares 519 $25.3K 0.03% -755 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 292 shares; 2025Q1: 296 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 306 shares; 2026Q1: 311 shares 311 $25.2K 0.03% +5 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 121 shares; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $25K 0.03% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 793 shares; 2025Q1: 801 shares; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 828 shares; 2026Q1: 838 shares 838 $24.1K 0.03% +10 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,302 shares; 2025Q1: 1,327 shares; 2025Q2: not reported; 2025Q3: 1,374 shares; 2025Q4: 1,393 shares; 2026Q1: 1,411 shares 1,411 $24K 0.03% +18 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: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 36 shares 36 $23.1K 0.03% +1 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 3,000 shares 3,000 $23K 0.03% +1,000 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: 97 shares; 2024Q4: 98 shares; 2025Q1: 99 shares; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $22.3K 0.03% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 728 shares; 2025Q1: 738 shares; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 774 shares; 2026Q1: 785 shares 785 $22.1K 0.03% +11 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $21.9K 0.03% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $21.8K 0.03% 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: 276 shares; 2024Q4: 278 shares; 2025Q1: 279 shares; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $21.6K 0.03% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 900 shares; 2025Q1: 911 shares; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 944 shares; 2026Q1: 955 shares 955 $21.4K 0.03% +11 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: 1,910 shares; 2024Q4: 1,796 shares; 2025Q1: 753 shares; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 159 shares; 2026Q1: 160 shares 160 $20.9K 0.03% +1 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: 134 shares; 2024Q4: 135 shares; 2025Q1: 136 shares; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 138 shares; 2026Q1: 139 shares 139 $20.1K 0.02% +1 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $20.1K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 132 shares; 2025Q1: 133 shares; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 135 shares 135 $19.6K 0.02% +1 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 268 shares; 2025Q1: 269 shares; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: 274 shares; 2026Q1: 276 shares 276 $19.5K 0.02% +2 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: not reported; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $19.4K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 308 shares; 2025Q1: 310 shares; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 211 shares; 2026Q1: 212 shares 212 $19K 0.02% +1 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $18.8K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 135 shares 135 $18.6K 0.02% -12 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $18.2K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 477 shares; 2025Q1: 487 shares; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 357 shares; 2026Q1: 262 shares 262 $17.7K 0.02% -95 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 661 shares; 2025Q1: 667 shares; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 686 shares; 2026Q1: 693 shares 693 $17.2K 0.02% +7 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares 86 $17K 0.02% new 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: 223 shares; 2024Q4: 227 shares; 2025Q1: 232 shares; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 244 shares; 2026Q1: 248 shares 248 $16.4K 0.02% +4 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 116 shares; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: 120 shares; 2026Q1: 121 shares 121 $15.9K 0.02% +1 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: 266 shares; 2024Q4: 271 shares; 2025Q1: 276 shares; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 293 shares; 2026Q1: 299 shares 299 $15.7K 0.02% +6 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $15.1K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: not reported; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $14.5K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 4,838 shares; 2025Q1: 6,360 shares; 2025Q2: not reported; 2025Q3: 501 shares; 2025Q4: 509 shares; 2026Q1: 517 shares 517 $14.5K 0.02% +8 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 300 shares; 2025Q1: 305 shares; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 320 shares; 2026Q1: 326 shares 326 $14.5K 0.02% +6 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 448 shares; 2025Q1: 453 shares; 2025Q2: not reported; 2025Q3: 461 shares; 2025Q4: 466 shares; 2026Q1: 471 shares 471 $14.3K 0.02% +5 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $14.2K 0.02% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 99 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 106 shares 106 $13.4K 0.02% +2 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares; 2026Q1: 1,469 shares 1,469 $13.2K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $12.8K 0.02% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 544 shares; 2025Q1: 557 shares; 2025Q2: not reported; 2025Q3: 584 shares; 2025Q4: 598 shares; 2026Q1: 613 shares 613 $12.5K 0.02% +15 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: 518 shares; 2024Q4: 482 shares; 2025Q1: 485 shares; 2025Q2: not reported; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 109 shares 109 $12.3K 0.01% +1 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: 533 shares; 2024Q4: 547 shares; 2025Q1: 561 shares; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 604 shares; 2026Q1: 619 shares 619 $11.9K 0.01% +15 Timeline SCHB 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: 391 shares; 2024Q4: 1,176 shares; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: 1,145 shares; 2025Q4: 467 shares; 2026Q1: 468 shares 468 $11.7K 0.01% +1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33 shares 33 $11.3K 0.01% new 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: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 35 shares 35 $11.3K 0.01% +1 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $11.3K 0.01% 0 Timeline XHS 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $11.2K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $11K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 266 shares; 2026Q1: 196 shares 196 $10.6K 0.01% -70 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $10.5K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $10.5K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares 51 $10.2K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $10.1K 0.01% 0 Timeline ESGU 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: 20 shares; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $9.05K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $8.81K 0.01% 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: 148 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $8.53K 0.01% 0 Timeline KSA 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: 203 shares; 2024Q4: 205 shares; 2025Q1: 207 shares; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $8.47K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 842 shares; 2025Q1: 346 shares; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $8.27K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: not reported; 2025Q3: 295 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $8.15K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $8.01K 0.01% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 738 shares; 2025Q1: 746 shares; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 683 shares; 2026Q1: 695 shares 695 $7.96K 0.01% +12 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 316 shares; 2025Q1: 318 shares; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 322 shares; 2026Q1: 285 shares 285 $7.94K 0.01% -37 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 172 shares 172 $7.8K 0.01% +1 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 177 shares; 2025Q1: 179 shares; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 166 shares; 2026Q1: 168 shares 168 $7.8K 0.01% +2 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $7.76K 0.01% 0 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: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $7.6K 0.01% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 177 shares 177 $7.54K 0.01% +151 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $7.26K 0.01% 0 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: 56 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 59 shares; 2026Q1: 60 shares 60 $7.25K 0.01% +1 Timeline FNDF 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: 131 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $6.82K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 105 shares 105 $6.78K 0.01% +1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: 194 shares; 2026Q1: 125 shares 125 $6.6K 0.01% -69 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 302 shares 302 $6.39K 0.01% +2 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $6.27K 0.01% new Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $5.66K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 152 shares; 2025Q1: 149 shares; 2025Q2: not reported; 2025Q3: 141 shares; 2025Q4: 142 shares; 2026Q1: 112 shares 112 $5.39K 0.01% -30 Timeline VMBS 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: 100 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $4.99K 0.01% 0 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: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $4.96K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares 82 $4.82K 0.01% new 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: 5,664 shares; 2024Q4: 4,836 shares; 2025Q1: 1,271 shares; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 112 shares; 2026Q1: 94 shares 94 $4.71K 0.01% -18 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $4.64K 0.01% 0 Timeline FNDA 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: 76 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 154 shares; 2026Q1: 142 shares 142 $4.62K 0.01% -12 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 72 shares; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $4.56K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $4.55K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 58 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $4.36K 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: 319 shares; 2024Q4: 323 shares; 2025Q1: 333 shares; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 347 shares; 2026Q1: 351 shares 351 $4.05K <0.01% +4 Timeline PRSU PURSUIT ATTRACTIONS AND HOSP More: the full row for PURSUIT ATTRACTIONS AND HOSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.66K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,476 shares; 2025Q1: 1,081 shares; 2025Q2: not reported; 2025Q3: 190 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $3.57K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $3.38K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $3.33K <0.01% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $3.22K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 64 shares; 2025Q1: 65 shares; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 40 shares; 2026Q1: 34 shares 34 $3.2K <0.01% -6 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $3.12K <0.01% 0 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $2.66K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 94 shares; 2025Q2: not reported; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 99 shares 99 $2.58K <0.01% +1 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,995 shares; 2025Q1: 6,517 shares; 2025Q2: not reported; 2025Q3: 7,187 shares; 2025Q4: 7,212 shares; 2026Q1: 32 shares 32 $2.57K <0.01% -7,180 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $2.38K <0.01% 0 Timeline OSG OCTAVE SPECIALTY GROUP INC More: the full row for OCTAVE SPECIALTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $2.33K <0.01% 0 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 317 shares; 2025Q1: 319 shares; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $2.24K <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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 48 shares 48 $2.23K <0.01% +1 Timeline SCHR 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: 110 shares; 2024Q4: 224 shares; 2025Q1: 229 shares; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 143 shares; 2026Q1: 86 shares 86 $2.14K <0.01% -57 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: 23 shares; 2026Q1: 23 shares 23 $1.75K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 8 shares 8 $1.7K <0.01% -10 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,303 shares; 2025Q1: 1,726 shares; 2025Q2: 1,857 shares; 2025Q3: 2,134 shares; 2025Q4: 2,123 shares; 2026Q1: 5 shares 5 $1.69K <0.01% -2,118 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $1.6K <0.01% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $1.02K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $566 <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $234 <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $140 <0.01% new 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $52 <0.01% 0 Timeline