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: 276,782 shares; 2024Q4: 263,252 shares; 2025Q1: 260,216 shares; 2025Q2: 252,519 shares; 2025Q3: 748,392 shares; 2025Q4: 753,577 shares; 2026Q1: 758,535 shares 758,535 $453M 22.44% +4,958 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589,080 shares; 2024Q4: 3,548,083 shares; 2025Q1: 3,535,218 shares; 2025Q2: 3,538,198 shares; 2025Q3: 8,380,637 shares; 2025Q4: 8,432,666 shares; 2026Q1: 8,416,314 shares 8,416,314 $286M 14.15% -16,352 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 399,888 shares; 2024Q4: 395,500 shares; 2025Q1: 392,589 shares; 2025Q2: 384,562 shares; 2025Q3: 374,711 shares; 2025Q4: 962,625 shares; 2026Q1: 979,450 shares 979,450 $95.2M 4.71% +16,825 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 911,317 shares; 2025Q4: 936,945 shares; 2026Q1: 948,779 shares 948,779 $73.4M 3.63% +11,834 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: 1,068,877 shares; 2024Q4: 1,111,883 shares; 2025Q1: 1,068,381 shares; 2025Q2: 953,094 shares; 2025Q3: 910,055 shares; 2025Q4: 893,285 shares; 2026Q1: 845,846 shares 845,846 $73.3M 3.63% -47,439 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: 383,649 shares; 2024Q4: 352,392 shares; 2025Q1: 346,228 shares; 2025Q2: 349,220 shares; 2025Q3: 342,640 shares; 2025Q4: 339,339 shares; 2026Q1: 337,090 shares 337,090 $58.8M 2.91% -2,249 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,124,723 shares; 2024Q4: 2,130,638 shares; 2025Q1: 2,145,669 shares; 2025Q2: 2,175,784 shares; 2025Q3: 2,315,436 shares; 2025Q4: 2,289,199 shares; 2026Q1: 2,241,741 shares 2,241,741 $53.2M 2.63% -47,458 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: 240,849 shares; 2024Q4: 213,069 shares; 2025Q1: 208,012 shares; 2025Q2: 201,565 shares; 2025Q3: 190,092 shares; 2025Q4: 186,447 shares; 2026Q1: 186,327 shares 186,327 $47.3M 2.34% -120 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: 118,188 shares; 2024Q4: 113,032 shares; 2025Q1: 107,842 shares; 2025Q2: 108,006 shares; 2025Q3: 104,872 shares; 2025Q4: 105,445 shares; 2026Q1: 105,808 shares 105,808 $39.2M 1.94% +363 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: 176,743 shares; 2024Q4: 169,676 shares; 2025Q1: 155,842 shares; 2025Q2: 144,651 shares; 2025Q3: 137,190 shares; 2025Q4: 120,634 shares; 2026Q1: 116,661 shares 116,661 $36.1M 1.79% -3,973 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: 132,415 shares; 2024Q4: 123,639 shares; 2025Q1: 134,266 shares; 2025Q2: 127,094 shares; 2025Q3: 124,416 shares; 2025Q4: 120,624 shares; 2026Q1: 116,527 shares 116,527 $33.5M 1.66% -4,097 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,266 shares; 2024Q4: 405,868 shares; 2025Q1: 405,604 shares; 2025Q2: 409,515 shares; 2025Q3: 414,197 shares; 2025Q4: 391,270 shares; 2026Q1: 408,354 shares 408,354 $30.5M 1.51% +17,084 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: 129,536 shares; 2024Q4: 122,201 shares; 2025Q1: 116,013 shares; 2025Q2: 118,817 shares; 2025Q3: 120,303 shares; 2025Q4: 121,561 shares; 2026Q1: 121,075 shares 121,075 $25.2M 1.25% -486 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: 253,508 shares; 2026Q1: 272,285 shares 272,285 $21.6M 1.07% +18,777 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: 130,870 shares; 2024Q4: 130,394 shares; 2025Q1: 114,720 shares; 2025Q2: 115,513 shares; 2025Q3: 122,253 shares; 2025Q4: 117,453 shares; 2026Q1: 121,871 shares 121,871 $20.7M 1.02% +4,418 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: 114,618 shares; 2024Q4: 75,151 shares; 2025Q1: 84,019 shares; 2025Q2: 80,627 shares; 2025Q3: 82,145 shares; 2025Q4: 67,487 shares; 2026Q1: 67,359 shares 67,359 $19.8M 0.98% -128 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: 45,922 shares; 2024Q4: 41,965 shares; 2025Q1: 48,338 shares; 2025Q2: 48,242 shares; 2025Q3: 48,468 shares; 2025Q4: 47,002 shares; 2026Q1: 45,206 shares 45,206 $16.8M 0.83% -1,796 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: 20,507 shares; 2024Q4: 19,400 shares; 2025Q1: 19,345 shares; 2025Q2: 19,231 shares; 2025Q3: 20,047 shares; 2025Q4: 19,704 shares; 2026Q1: 18,122 shares 18,122 $16.7M 0.83% -1,582 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183,869 shares; 2025Q3: 170,402 shares; 2025Q4: 167,452 shares; 2026Q1: 161,753 shares 161,753 $16.2M 0.8% -5,699 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: 28,401 shares; 2024Q4: 25,651 shares; 2025Q1: 24,394 shares; 2025Q2: 25,746 shares; 2025Q3: 26,122 shares; 2025Q4: 26,864 shares; 2026Q1: 27,293 shares 27,293 $15.6M 0.77% +429 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: 53,127 shares; 2024Q4: 54,185 shares; 2025Q1: 56,124 shares; 2025Q2: 54,234 shares; 2025Q3: 56,893 shares; 2025Q4: 57,115 shares; 2026Q1: 62,506 shares 62,506 $15.3M 0.76% +5,391 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,228 shares; 2024Q4: 385,684 shares; 2025Q1: 351,739 shares; 2025Q2: 351,739 shares; 2025Q3: 306,049 shares; 2025Q4: 306,513 shares; 2026Q1: 306,513 shares 306,513 $14.2M 0.7% 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: 112,210 shares; 2024Q4: 116,386 shares; 2025Q1: 142,626 shares; 2025Q2: 130,262 shares; 2025Q3: 134,455 shares; 2025Q4: 136,232 shares; 2026Q1: 160,198 shares 160,198 $12.4M 0.62% +23,966 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: 154,028 shares; 2024Q4: 155,688 shares; 2025Q1: 160,322 shares; 2025Q2: 146,387 shares; 2025Q3: 156,690 shares; 2025Q4: 218,410 shares; 2026Q1: 239,532 shares 239,532 $12M 0.6% +21,122 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: 75,516 shares; 2024Q4: 70,750 shares; 2025Q1: 70,598 shares; 2025Q2: 69,831 shares; 2025Q3: 89,806 shares; 2025Q4: 89,083 shares; 2026Q1: 90,513 shares 90,513 $11.2M 0.56% +1,430 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: 32,128 shares; 2024Q4: 24,727 shares; 2025Q1: 20,594 shares; 2025Q2: 21,160 shares; 2025Q3: 21,281 shares; 2025Q4: 22,101 shares; 2026Q1: 23,107 shares 23,107 $11.1M 0.55% +1,006 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: 54,070 shares; 2024Q4: 54,266 shares; 2025Q1: 51,027 shares; 2025Q2: 48,071 shares; 2025Q3: 48,050 shares; 2025Q4: 35,918 shares; 2026Q1: 30,676 shares 30,676 $11M 0.54% -5,242 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,342 shares; 2024Q4: 97,459 shares; 2025Q1: 101,379 shares; 2025Q2: 106,205 shares; 2025Q3: 111,333 shares; 2025Q4: 118,188 shares; 2026Q1: 124,161 shares 124,161 $10.8M 0.53% +5,973 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: 119,026 shares; 2024Q4: 119,153 shares; 2025Q1: 133,891 shares; 2025Q2: 135,782 shares; 2025Q3: 145,967 shares; 2025Q4: 148,126 shares; 2026Q1: 109,897 shares 109,897 $10.6M 0.53% -38,229 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: 44,286 shares; 2024Q4: 44,127 shares; 2025Q1: 45,837 shares; 2025Q2: 42,457 shares; 2025Q3: 44,371 shares; 2025Q4: 45,143 shares; 2026Q1: 43,174 shares 43,174 $10.5M 0.52% -1,969 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,946 shares; 2024Q4: 391,597 shares; 2025Q1: 397,350 shares; 2025Q2: 397,451 shares; 2025Q3: 538,621 shares; 2025Q4: 508,352 shares; 2026Q1: 420,433 shares 420,433 $10M 0.5% -87,919 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: 50,743 shares; 2024Q4: 47,353 shares; 2025Q1: 48,121 shares; 2025Q2: 42,532 shares; 2025Q3: 30,115 shares; 2025Q4: 29,197 shares; 2026Q1: 28,573 shares 28,573 $9.65M 0.48% -624 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: 47,465 shares; 2024Q4: 48,087 shares; 2025Q1: 49,449 shares; 2025Q2: 42,241 shares; 2025Q3: 44,646 shares; 2025Q4: 39,733 shares; 2026Q1: 44,234 shares 44,234 $9.62M 0.48% +4,501 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: 15,086 shares; 2024Q4: 13,677 shares; 2025Q1: 11,972 shares; 2025Q2: 12,972 shares; 2025Q3: 13,001 shares; 2025Q4: 10,277 shares; 2026Q1: 9,995 shares 9,995 $8.95M 0.44% -282 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: 42,197 shares; 2024Q4: 39,575 shares; 2025Q1: 38,852 shares; 2025Q2: 38,119 shares; 2025Q3: 36,416 shares; 2025Q4: 34,199 shares; 2026Q1: 30,563 shares 30,563 $8.67M 0.43% -3,636 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: 414,149 shares; 2024Q4: 402,641 shares; 2025Q1: 410,155 shares; 2025Q2: 305,370 shares; 2025Q3: 320,327 shares; 2025Q4: 322,139 shares; 2026Q1: 296,694 shares 296,694 $8.6M 0.43% -25,445 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: 57,625 shares; 2024Q4: 58,289 shares; 2025Q1: 45,218 shares; 2025Q2: 28,762 shares; 2025Q3: 29,735 shares; 2025Q4: 39,049 shares; 2026Q1: 41,183 shares 41,183 $8.52M 0.42% +2,134 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: 50,347 shares; 2024Q4: 43,564 shares; 2025Q1: 50,128 shares; 2025Q2: 49,839 shares; 2025Q3: 47,384 shares; 2025Q4: 43,608 shares; 2026Q1: 33,946 shares 33,946 $8.51M 0.42% -9,662 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: 7,011 shares; 2024Q4: 15,093 shares; 2025Q1: 14,809 shares; 2025Q2: 19,863 shares; 2025Q3: 15,812 shares; 2025Q4: 31,628 shares; 2026Q1: 30,448 shares 30,448 $8.24M 0.41% -1,180 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: 9,158 shares; 2024Q4: 8,722 shares; 2025Q1: 8,479 shares; 2025Q2: 7,557 shares; 2025Q3: 7,152 shares; 2025Q4: 78,560 shares; 2026Q1: 81,792 shares 81,792 $7.86M 0.39% +3,232 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,336 shares; 2024Q4: 33,896 shares; 2025Q1: 32,105 shares; 2025Q2: 32,092 shares; 2025Q3: 31,808 shares; 2025Q4: 26,672 shares; 2026Q1: 24,110 shares 24,110 $7.57M 0.37% -2,562 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: 5,654 shares; 2024Q4: 5,547 shares; 2025Q1: 10,084 shares; 2025Q2: 5,410 shares; 2025Q3: 5,320 shares; 2025Q4: 18,654 shares; 2026Q1: 21,914 shares 21,914 $7.21M 0.36% +3,260 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: 138,712 shares; 2024Q4: 98,465 shares; 2025Q1: 99,522 shares; 2025Q2: 100,869 shares; 2025Q3: 91,334 shares; 2025Q4: 91,364 shares; 2026Q1: 88,554 shares 88,554 $7.05M 0.35% -2,810 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,894 shares; 2025Q2: 153,849 shares; 2025Q3: 164,428 shares; 2025Q4: 172,575 shares; 2026Q1: 152,297 shares 152,297 $7M 0.35% -20,278 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: 54,637 shares; 2024Q4: 51,882 shares; 2025Q1: 49,395 shares; 2025Q2: 48,625 shares; 2025Q3: 47,918 shares; 2025Q4: 37,891 shares; 2026Q1: 33,636 shares 33,636 $6.64M 0.33% -4,255 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: 51,918 shares; 2024Q4: 10,326 shares; 2025Q1: 10,100 shares; 2025Q2: 9,812 shares; 2025Q3: 9,492 shares; 2025Q4: 39,416 shares; 2026Q1: 53,203 shares 53,203 $6.4M 0.32% +13,787 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: 35,202 shares; 2024Q4: 33,709 shares; 2025Q1: 33,927 shares; 2025Q2: 32,479 shares; 2025Q3: 29,678 shares; 2025Q4: 27,157 shares; 2026Q1: 22,502 shares 22,502 $6.25M 0.31% -4,655 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: 710 shares; 2024Q4: 704 shares; 2025Q1: 684 shares; 2025Q2: 656 shares; 2025Q3: 894 shares; 2025Q4: 9,801 shares; 2026Q1: 8,662 shares 8,662 $6.14M 0.3% -1,139 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: 23,611 shares; 2024Q4: 42,834 shares; 2025Q1: 2,046 shares; 2025Q2: 1,908 shares; 2025Q3: 2,054 shares; 2025Q4: 32,565 shares; 2026Q1: 42,390 shares 42,390 $6.12M 0.3% +9,825 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: 14,170 shares; 2024Q4: 13,031 shares; 2025Q1: 13,256 shares; 2025Q2: 24,868 shares; 2025Q3: 24,833 shares; 2025Q4: 26,143 shares; 2026Q1: 20,679 shares 20,679 $5.87M 0.29% -5,464 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 102,522 shares 102,522 $5.84M 0.29% new 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: 55,756 shares; 2024Q4: 51,362 shares; 2025Q1: 45,897 shares; 2025Q2: 44,808 shares; 2025Q3: 44,530 shares; 2025Q4: 43,349 shares; 2026Q1: 30,720 shares 30,720 $5.54M 0.27% -12,629 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: 8,485 shares; 2024Q4: 10,959 shares; 2025Q1: 10,969 shares; 2025Q2: 11,071 shares; 2025Q3: 11,335 shares; 2025Q4: 11,098 shares; 2026Q1: 10,932 shares 10,932 $5.46M 0.27% -166 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,536 shares; 2024Q4: 25,296 shares; 2025Q1: 25,372 shares; 2025Q2: 25,259 shares; 2025Q3: 38,898 shares; 2025Q4: 39,151 shares; 2026Q1: 33,943 shares 33,943 $5.34M 0.26% -5,208 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,205 shares; 2025Q1: 50,958 shares; 2025Q2: 57,654 shares; 2025Q3: 59,690 shares; 2025Q4: 63,897 shares; 2026Q1: 52,766 shares 52,766 $5.15M 0.26% -11,131 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,867 shares; 2024Q4: 25,549 shares; 2025Q1: 23,693 shares; 2025Q2: 23,133 shares; 2025Q3: 22,423 shares; 2025Q4: 21,895 shares; 2026Q1: 18,713 shares 18,713 $5.13M 0.25% -3,182 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: 46,099 shares; 2024Q4: 46,380 shares; 2025Q1: 47,320 shares; 2025Q2: 41,649 shares; 2025Q3: 43,508 shares; 2025Q4: 44,622 shares; 2026Q1: 35,136 shares 35,136 $5.1M 0.25% -9,486 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,472 shares; 2025Q2: 27,497 shares; 2025Q3: 27,812 shares; 2025Q4: 27,985 shares; 2026Q1: 27,896 shares 27,896 $5.09M 0.25% -89 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: 3,492 shares; 2024Q4: 9,678 shares; 2025Q1: 12,696 shares; 2025Q2: 12,807 shares; 2025Q3: 13,227 shares; 2025Q4: 12,867 shares; 2026Q1: 11,003 shares 11,003 $5.07M 0.25% -1,864 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,450 shares; 2025Q3: 90,023 shares; 2025Q4: 93,578 shares; 2026Q1: 68,413 shares 68,413 $4.91M 0.24% -25,165 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: 91,853 shares; 2024Q4: 101,873 shares; 2025Q1: 83,339 shares; 2025Q2: 53,660 shares; 2025Q3: 51,810 shares; 2025Q4: 101,067 shares; 2026Q1: 79,535 shares 79,535 $4.87M 0.24% -21,532 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: 97,607 shares; 2024Q4: 90,400 shares; 2025Q1: 85,499 shares; 2025Q2: 85,086 shares; 2025Q3: 84,795 shares; 2025Q4: 84,274 shares; 2026Q1: 77,034 shares 77,034 $4.83M 0.24% -7,240 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,479 shares; 2024Q4: 5,949 shares; 2025Q1: 4,936 shares; 2025Q2: 63,076 shares; 2025Q3: 65,532 shares; 2025Q4: 129,212 shares; 2026Q1: 105,287 shares 105,287 $4.83M 0.24% -23,925 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: 32,455 shares; 2024Q4: 30,137 shares; 2025Q1: 29,195 shares; 2025Q2: 28,928 shares; 2025Q3: 26,512 shares; 2025Q4: 44,635 shares; 2026Q1: 39,251 shares 39,251 $4.66M 0.23% -5,384 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: 11,734 shares; 2024Q4: 108,305 shares; 2025Q1: 83,820 shares; 2025Q2: 85,807 shares; 2025Q3: 64,355 shares; 2025Q4: 65,179 shares; 2026Q1: 94,204 shares 94,204 $4.59M 0.23% +29,025 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: not reported; 2024Q4: 19,566 shares; 2025Q1: 41,243 shares; 2025Q2: 40,475 shares; 2025Q3: 41,030 shares; 2025Q4: 44,682 shares; 2026Q1: 37,416 shares 37,416 $4.44M 0.22% -7,266 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,853 shares; 2024Q4: 57,174 shares; 2025Q1: 16,505 shares; 2025Q2: 16,263 shares; 2025Q3: 15,265 shares; 2025Q4: 11,181 shares; 2026Q1: 11,098 shares 11,098 $4.35M 0.22% -83 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,677 shares; 2025Q1: 11,021 shares; 2025Q2: 10,251 shares; 2025Q3: 10,889 shares; 2025Q4: 12,383 shares; 2026Q1: 11,939 shares 11,939 $4.34M 0.22% -444 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: 9,547 shares; 2024Q4: 2,389 shares; 2025Q1: 2,296 shares; 2025Q2: 2,082 shares; 2025Q3: 5,188 shares; 2025Q4: 9,156 shares; 2026Q1: 8,659 shares 8,659 $4.26M 0.21% -497 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: 799 shares; 2024Q4: 800 shares; 2025Q1: 2,978 shares; 2025Q2: 3,030 shares; 2025Q3: 3,060 shares; 2025Q4: 3,875 shares; 2026Q1: 4,264 shares 4,264 $4.25M 0.21% +389 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,621 shares; 2024Q4: 92,276 shares; 2025Q1: 96,208 shares; 2025Q2: 97,957 shares; 2025Q3: 97,303 shares; 2025Q4: 75,935 shares; 2026Q1: 65,963 shares 65,963 $4.23M 0.21% -9,972 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: 24,208 shares; 2025Q2: 47,712 shares; 2025Q3: 48,683 shares; 2025Q4: 59,143 shares; 2026Q1: 45,018 shares 45,018 $4.23M 0.21% -14,125 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: 15,795 shares; 2024Q4: 13,555 shares; 2025Q1: 10,203 shares; 2025Q2: 10,033 shares; 2025Q3: 9,894 shares; 2025Q4: 9,531 shares; 2026Q1: 13,427 shares 13,427 $4.06M 0.2% +3,896 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,357 shares; 2025Q2: 8,149 shares; 2025Q3: 8,226 shares; 2025Q4: 8,217 shares; 2026Q1: 6,833 shares 6,833 $4.02M 0.2% -1,384 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: not reported; 2024Q4: 19,139 shares; 2025Q1: 18,695 shares; 2025Q2: 16,786 shares; 2025Q3: 15,941 shares; 2025Q4: 14,728 shares; 2026Q1: 10,597 shares 10,597 $3.8M 0.19% -4,131 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: 24,082 shares; 2024Q4: 22,689 shares; 2025Q1: 22,715 shares; 2025Q2: 22,820 shares; 2025Q3: 22,855 shares; 2025Q4: 22,986 shares; 2026Q1: 25,584 shares 25,584 $3.76M 0.19% +2,598 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares; 2025Q3: 1,330 shares; 2025Q4: 22,520 shares; 2026Q1: 22,640 shares 22,640 $3.74M 0.19% +120 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 4,755 shares; 2026Q1: 3,742 shares 3,742 $3.6M 0.18% -1,013 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,512 shares; 2024Q4: 86,276 shares; 2025Q1: 89,785 shares; 2025Q2: 81,368 shares; 2025Q3: 83,294 shares; 2025Q4: 48,046 shares; 2026Q1: 37,994 shares 37,994 $3.56M 0.18% -10,052 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: not reported; 2024Q4: 3,812 shares; 2025Q1: 6,773 shares; 2025Q2: 6,537 shares; 2025Q3: 6,350 shares; 2025Q4: 6,239 shares; 2026Q1: 4,651 shares 4,651 $3.39M 0.17% -1,588 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,170 shares; 2025Q2: 49,657 shares; 2025Q3: 53,265 shares; 2025Q4: 56,863 shares; 2026Q1: 37,347 shares 37,347 $3.37M 0.17% -19,516 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,494 shares; 2025Q3: 8,482 shares; 2025Q4: 10,263 shares; 2026Q1: 10,263 shares 10,263 $3.29M 0.16% 0 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: 4,606 shares; 2024Q4: 33,960 shares; 2025Q1: 35,755 shares; 2025Q2: 36,852 shares; 2025Q3: 38,603 shares; 2025Q4: 54,094 shares; 2026Q1: 37,961 shares 37,961 $3.29M 0.16% -16,133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 12,519 shares; 2025Q4: 12,026 shares; 2026Q1: 9,548 shares 9,548 $3.26M 0.16% -2,478 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,325 shares; 2024Q4: 232,293 shares; 2025Q1: 74,999 shares; 2025Q2: 72,299 shares; 2025Q3: 70,684 shares; 2025Q4: 69,806 shares; 2026Q1: 69,263 shares 69,263 $3.22M 0.16% -543 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: not reported; 2024Q4: 5,183 shares; 2025Q1: 4,601 shares; 2025Q2: 3,473 shares; 2025Q3: 23,909 shares; 2025Q4: 27,812 shares; 2026Q1: 27,660 shares 27,660 $3.14M 0.16% -152 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: 4,816 shares; 2024Q4: 4,813 shares; 2025Q1: 4,730 shares; 2025Q2: 4,747 shares; 2025Q3: 4,767 shares; 2025Q4: 4,785 shares; 2026Q1: 4,750 shares 4,750 $3.1M 0.15% -35 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,075 shares; 2024Q4: 74,582 shares; 2025Q1: 72,287 shares; 2025Q2: 69,440 shares; 2025Q3: 55,955 shares; 2025Q4: 16,667 shares; 2026Q1: 11,102 shares 11,102 $3M 0.15% -5,565 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: 7,195 shares; 2024Q4: 13,693 shares; 2025Q1: 13,891 shares; 2025Q2: 14,373 shares; 2025Q3: 14,450 shares; 2025Q4: 14,472 shares; 2026Q1: 18,458 shares 18,458 $2.96M 0.15% +3,986 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,209 shares; 2025Q4: 43,899 shares; 2026Q1: 29,839 shares 29,839 $2.88M 0.14% -14,060 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,478 shares; 2024Q4: 30,170 shares; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 104 shares; 2025Q4: 43,340 shares; 2026Q1: 34,831 shares 34,831 $2.86M 0.14% -8,509 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 7,248 shares; 2025Q4: 5,341 shares; 2026Q1: 8,892 shares 8,892 $2.76M 0.14% +3,551 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: 18,801 shares; 2024Q4: 18,767 shares; 2025Q1: 18,767 shares; 2025Q2: 18,757 shares; 2025Q3: 18,659 shares; 2025Q4: 18,657 shares; 2026Q1: 36,297 shares 36,297 $2.76M 0.14% +17,640 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: 3,010 shares; 2024Q4: 2,992 shares; 2025Q1: 2,890 shares; 2025Q2: 2,889 shares; 2025Q3: 2,858 shares; 2025Q4: 2,858 shares; 2026Q1: 12,997 shares 12,997 $2.64M 0.13% +10,139 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: 3,402 shares; 2024Q4: 3,384 shares; 2025Q1: 28,098 shares; 2025Q2: 28,068 shares; 2025Q3: 28,287 shares; 2025Q4: 17,363 shares; 2026Q1: 15,463 shares 15,463 $2.54M 0.13% -1,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,847 shares; 2026Q1: 40,701 shares 40,701 $2.48M 0.12% -23,146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,406 shares; 2025Q3: 69,770 shares; 2025Q4: 71,569 shares; 2026Q1: 51,453 shares 51,453 $2.39M 0.12% -20,116 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,060 shares; 2025Q4: 14,354 shares; 2026Q1: 11,644 shares 11,644 $2.29M 0.11% -2,710 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: 22,464 shares; 2024Q4: 22,464 shares; 2025Q1: 22,464 shares; 2025Q2: 22,512 shares; 2025Q3: 22,512 shares; 2025Q4: 22,097 shares; 2026Q1: 20,229 shares 20,229 $2.29M 0.11% -1,868 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,061 shares; 2024Q4: 56,642 shares; 2025Q1: 26,979 shares; 2025Q2: 26,882 shares; 2025Q3: 26,755 shares; 2025Q4: 55,562 shares; 2026Q1: 43,485 shares 43,485 $2.17M 0.11% -12,077 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: 1,872 shares; 2024Q4: 1,859 shares; 2025Q1: 35,777 shares; 2025Q2: 35,600 shares; 2025Q3: 36,030 shares; 2025Q4: 25,300 shares; 2026Q1: 18,340 shares 18,340 $2.11M 0.1% -6,960 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: not reported; 2024Q4: 34,330 shares; 2025Q1: 89,617 shares; 2025Q2: 22,589 shares; 2025Q3: 24,208 shares; 2025Q4: 22,802 shares; 2026Q1: 31,080 shares 31,080 $2.01M 0.1% +8,278 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 4,869 shares; 2025Q1: 5,639 shares; 2025Q2: 5,703 shares; 2025Q3: 5,882 shares; 2025Q4: 29,212 shares; 2026Q1: 18,564 shares 18,564 $1.94M 0.1% -10,648 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: 10,192 shares; 2024Q4: 9,271 shares; 2025Q1: 8,483 shares; 2025Q2: 7,419 shares; 2025Q3: 121,533 shares; 2025Q4: 39,786 shares; 2026Q1: 22,700 shares 22,700 $1.88M 0.09% -17,086 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: 13,192 shares; 2024Q4: 13,508 shares; 2025Q1: 13,274 shares; 2025Q2: 14,133 shares; 2025Q3: 13,247 shares; 2025Q4: 14,663 shares; 2026Q1: 19,077 shares 19,077 $1.88M 0.09% +4,414 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: 81,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 1,334 shares; 2025Q4: 1,012 shares; 2026Q1: 44,127 shares 44,127 $1.84M 0.09% +43,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 12,201 shares 12,201 $1.76M 0.09% +11,601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,009 shares; 2025Q3: 3,047 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $1.74M 0.09% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,181 shares; 2024Q4: 112,842 shares; 2025Q1: 37,747 shares; 2025Q2: 37,093 shares; 2025Q3: 36,670 shares; 2025Q4: 23,609 shares; 2026Q1: 24,589 shares 24,589 $1.74M 0.09% +980 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,705 shares; 2025Q1: 5,705 shares; 2025Q2: 5,705 shares; 2025Q3: 5,705 shares; 2025Q4: 5,705 shares; 2026Q1: 5,705 shares 5,705 $1.7M 0.08% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,526 shares; 2025Q1: 1,646 shares; 2025Q2: 24,836 shares; 2025Q3: 25,546 shares; 2025Q4: 25,544 shares; 2026Q1: 18,318 shares 18,318 $1.69M 0.08% -7,226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 8,675 shares 8,675 $1.67M 0.08% +8,270 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,903 shares; 2025Q2: 32,750 shares; 2025Q3: 33,401 shares; 2025Q4: 19,316 shares; 2026Q1: 13,195 shares 13,195 $1.67M 0.08% -6,121 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: 1,286 shares; 2024Q4: 5,857 shares; 2025Q1: 5,841 shares; 2025Q2: 5,325 shares; 2025Q3: 5,398 shares; 2025Q4: 4,618 shares; 2026Q1: 3,315 shares 3,315 $1.64M 0.08% -1,303 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: not reported; 2024Q4: 37,781 shares; 2025Q1: 40,763 shares; 2025Q2: 41,613 shares; 2025Q3: 42,645 shares; 2025Q4: 53,972 shares; 2026Q1: 33,786 shares 33,786 $1.55M 0.08% -20,186 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: 5,198 shares; 2024Q4: 4,965 shares; 2025Q1: 4,881 shares; 2025Q2: 3,538 shares; 2025Q3: 3,303 shares; 2025Q4: 2,617 shares; 2026Q1: 7,940 shares 7,940 $1.54M 0.08% +5,323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 1,527 shares; 2025Q4: 1,527 shares; 2026Q1: 11,596 shares 11,596 $1.53M 0.08% +10,069 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: 2,223 shares; 2024Q4: 2,180 shares; 2025Q1: 2,179 shares; 2025Q2: 2,176 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 2,711 shares 2,711 $1.53M 0.08% +567 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: 1,918 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,968 shares; 2025Q3: 2,270 shares; 2025Q4: 2,244 shares; 2026Q1: 2,244 shares 2,244 $1.46M 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 9,944 shares 9,944 $1.45M 0.07% +9,363 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: 346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 2,358 shares 2,358 $1.43M 0.07% +2,055 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: not reported; 2024Q4: not reported; 2025Q1: 19,607 shares; 2025Q2: 20,135 shares; 2025Q3: 20,533 shares; 2025Q4: 20,858 shares; 2026Q1: 16,698 shares 16,698 $1.37M 0.07% -4,160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,923 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 48,583 shares 48,583 $1.36M 0.07% +46,853 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,453 shares 40,453 $1.36M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 47,077 shares 47,077 $1.35M 0.07% +46,712 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: 26,494 shares; 2024Q4: 17,773 shares; 2025Q1: 15,133 shares; 2025Q2: 5,691 shares; 2025Q3: 5,624 shares; 2025Q4: 5,179 shares; 2026Q1: 4,554 shares 4,554 $1.27M 0.06% -625 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 10,171 shares; 2025Q1: 8,310 shares; 2025Q2: 8,252 shares; 2025Q3: 8,080 shares; 2025Q4: 7,176 shares; 2026Q1: 24,158 shares 24,158 $1.26M 0.06% +16,982 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,638 shares; 2025Q4: 20,274 shares; 2026Q1: 8,256 shares 8,256 $1.25M 0.06% -12,018 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 659 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 18,194 shares 18,194 $1.2M 0.06% +16,710 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,760 shares 19,760 $1.2M 0.06% new 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: 2,803 shares; 2024Q4: 2,697 shares; 2025Q1: 2,662 shares; 2025Q2: 2,617 shares; 2025Q3: 2,456 shares; 2025Q4: 2,455 shares; 2026Q1: 6,038 shares 6,038 $1.2M 0.06% +3,583 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 16,275 shares 16,275 $1.19M 0.06% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,060 shares; 2025Q1: 22,470 shares; 2025Q2: 25,648 shares; 2025Q3: 48,091 shares; 2025Q4: 48,091 shares; 2026Q1: 60,829 shares 60,829 $1.19M 0.06% +12,738 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: 33,876 shares; 2024Q4: 34,728 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 543 shares; 2025Q4: 276 shares; 2026Q1: 9,749 shares 9,749 $1.18M 0.06% +9,473 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 7,593 shares; 2025Q1: 7,353 shares; 2025Q2: 7,353 shares; 2025Q3: 7,248 shares; 2025Q4: 2,398 shares; 2026Q1: 15,446 shares 15,446 $1.16M 0.06% +13,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 8,331 shares 8,331 $1.16M 0.06% +8,302 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,345 shares; 2024Q4: 288,088 shares; 2025Q1: 300,770 shares; 2025Q2: 372,741 shares; 2025Q3: 6,439 shares; 2025Q4: 6,439 shares; 2026Q1: 64,256 shares 64,256 $1.11M 0.05% +57,817 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: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 5,179 shares 5,179 $1.11M 0.05% +4,349 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,168 shares 27,168 $1.08M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 11,932 shares 11,932 $1.08M 0.05% +11,708 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,112 shares 21,112 $1.07M 0.05% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,004 shares 5,004 $1.05M 0.05% new Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 12,755 shares 12,755 $1.04M 0.05% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 5,291 shares 5,291 $1.04M 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,838 shares 45,838 $1.03M 0.05% new 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: 3,505 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,467 shares; 2025Q3: 3,467 shares; 2025Q4: 3,467 shares; 2026Q1: 3,407 shares 3,407 $1.03M 0.05% -60 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,292 shares; 2025Q1: 4,061 shares; 2025Q2: 3,865 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,756 shares 3,756 $1.03M 0.05% -59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 13,956 shares 13,956 $1M 0.05% +13,867 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 11,133 shares 11,133 $997K 0.05% +10,721 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,250 shares 14,250 $987K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 2,685 shares 2,685 $975K 0.05% +2,671 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,783 shares; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 4,684 shares 4,684 $968K 0.05% +4,662 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 2,118 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares; 2026Q1: 48,194 shares 48,194 $966K 0.05% +46,076 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,833 shares 25,833 $962K 0.05% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 10,430 shares 10,430 $961K 0.05% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,353 shares 15,353 $949K 0.05% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER 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: 952 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,128 shares 26,128 $933K 0.05% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 9,957 shares 9,957 $898K 0.04% +9,857 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: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 1,037 shares 1,037 $877K 0.04% +720 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: 3,666 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares; 2025Q2: 3,655 shares; 2025Q3: 3,666 shares; 2025Q4: 3,583 shares; 2026Q1: 3,522 shares 3,522 $873K 0.04% -61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares; 2026Q1: 75,562 shares 75,562 $872K 0.04% +72,803 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: 12,350 shares; 2024Q4: 12,350 shares; 2025Q1: 12,350 shares; 2025Q2: 12,361 shares; 2025Q3: 65,321 shares; 2025Q4: 12,425 shares; 2026Q1: 12,425 shares 12,425 $839K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 8,828 shares 8,828 $820K 0.04% +7,436 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: not reported; 2024Q4: 1,168 shares; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,172 shares; 2025Q4: 1,121 shares; 2026Q1: 2,841 shares 2,841 $815K 0.04% +1,720 Timeline HPQ HP INC More: the full row for HP 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: 3,111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,002 shares 42,002 $807K 0.04% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,636 shares; 2025Q1: 2,510 shares; 2025Q2: 2,469 shares; 2025Q3: 2,700 shares; 2025Q4: 2,502 shares; 2026Q1: 2,784 shares 2,784 $800K 0.04% +282 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL 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: 7,424 shares; 2025Q3: 8,398 shares; 2025Q4: 9,028 shares; 2026Q1: 9,028 shares 9,028 $792K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 5,748 shares 5,748 $753K 0.04% +4,594 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 7,103 shares 7,103 $751K 0.04% +7,097 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 4,290 shares; 2025Q4: 4,948 shares; 2026Q1: 4,948 shares 4,948 $749K 0.04% 0 Timeline CMT CORE MOLDING TECHNOLOGIES IN More: the full row for CORE MOLDING TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,180 shares; 2025Q3: 35,180 shares; 2025Q4: 33,887 shares; 2026Q1: 32,809 shares 32,809 $735K 0.04% -1,078 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,784 shares; 2024Q4: 6,790 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares; 2025Q3: 6,790 shares; 2025Q4: 6,790 shares; 2026Q1: 6,787 shares 6,787 $683K 0.03% -3 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA 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: 198,839 shares; 2025Q3: 193,980 shares; 2025Q4: 186,163 shares; 2026Q1: 151,148 shares 151,148 $635K 0.03% -35,015 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,911 shares 5,911 $631K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 4,394 shares; 2025Q1: 4,353 shares; 2025Q2: 4,199 shares; 2025Q3: 4,219 shares; 2025Q4: 3,258 shares; 2026Q1: 3,291 shares 3,291 $624K 0.03% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 78 shares; 2025Q4: 21 shares; 2026Q1: 3,305 shares 3,305 $617K 0.03% +3,284 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,326 shares; 2026Q1: 5,326 shares 5,326 $593K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,205 shares; 2024Q4: 32,139 shares; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 6,145 shares 6,145 $592K 0.03% +5,494 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,353 shares; 2024Q4: 16,669 shares; 2025Q1: 15,600 shares; 2025Q2: 15,533 shares; 2025Q3: 15,388 shares; 2025Q4: 4,054 shares; 2026Q1: 3,268 shares 3,268 $567K 0.03% -786 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: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 894 shares; 2026Q1: 2,386 shares 2,386 $564K 0.03% +1,492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 2,457 shares 2,457 $555K 0.03% +1,964 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,348 shares; 2024Q4: 5,275 shares; 2025Q1: 1,102 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 2,085 shares 2,085 $555K 0.03% +991 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 131 shares 131 $552K 0.03% +121 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 3,996 shares 3,996 $540K 0.03% +3,943 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares; 2025Q2: 1,843 shares; 2025Q3: 1,842 shares; 2025Q4: 1,823 shares; 2026Q1: 1,805 shares 1,805 $518K 0.03% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 1,569 shares 1,569 $499K 0.02% +1,530 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 354 shares; 2025Q4: 341 shares; 2026Q1: 542 shares 542 $473K 0.02% +201 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: 3,773 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,813 shares; 2025Q3: 3,797 shares; 2025Q4: 3,806 shares; 2026Q1: 3,791 shares 3,791 $471K 0.02% -15 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,425 shares; 2024Q4: 14,425 shares; 2025Q1: 14,425 shares; 2025Q2: 14,425 shares; 2025Q3: 14,425 shares; 2025Q4: 14,425 shares; 2026Q1: 14,425 shares 14,425 $468K 0.02% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,559 shares; 2024Q4: 9,100 shares; 2025Q1: 8,873 shares; 2025Q2: 8,861 shares; 2025Q3: 8,861 shares; 2025Q4: 6,670 shares; 2026Q1: 5,904 shares 5,904 $465K 0.02% -766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,590 shares 1,590 $464K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,401 shares 7,401 $453K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 21 shares; 2025Q4: 21 shares; 2026Q1: 3,553 shares 3,553 $449K 0.02% +3,532 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,238 shares; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 45 shares; 2025Q4: 36 shares; 2026Q1: 2,235 shares 2,235 $443K 0.02% +2,199 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,496 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares; 2026Q1: 1,311 shares 1,311 $427K 0.02% -41 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,457 shares; 2024Q4: 4,005 shares; 2025Q1: 3,507 shares; 2025Q2: 3,013 shares; 2025Q3: 2,146 shares; 2025Q4: 1,147 shares; 2026Q1: 5,195 shares 5,195 $409K 0.02% +4,048 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: 776,338 shares; 2024Q4: 789,633 shares; 2025Q1: 772,570 shares; 2025Q2: 740,794 shares; 2025Q3: 1,143 shares; 2025Q4: 22 shares; 2026Q1: 3,930 shares 3,930 $390K 0.02% +3,908 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,961 shares; 2025Q2: 3,901 shares; 2025Q3: 4,901 shares; 2025Q4: 4,854 shares; 2026Q1: 4,854 shares 4,854 $386K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,923 shares 1,923 $380K 0.02% new 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: 9,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,445 shares; 2025Q3: 6,476 shares; 2025Q4: 6,776 shares; 2026Q1: 8,579 shares 8,579 $379K 0.02% +1,803 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: 15,601 shares; 2024Q4: 13,566 shares; 2025Q1: 11,445 shares; 2025Q2: 11,391 shares; 2025Q3: 6,141 shares; 2025Q4: 1,119 shares; 2026Q1: 883 shares 883 $376K 0.02% -236 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: 2,852 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares; 2026Q1: 2,852 shares 2,852 $367K 0.02% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 15,428 shares 15,428 $358K 0.02% +12,858 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares 738 $349K 0.02% new 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: 2,520 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,302 shares; 2025Q3: 2,376 shares; 2025Q4: 2,324 shares; 2026Q1: 3,291 shares 3,291 $338K 0.02% +967 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 3,087 shares 3,087 $334K 0.02% +2,132 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: 40,297 shares; 2024Q4: 12,905 shares; 2025Q1: 8,745 shares; 2025Q2: 6,993 shares; 2025Q3: 6,993 shares; 2025Q4: 6,109 shares; 2026Q1: 5,609 shares 5,609 $330K 0.02% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $324K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 2,083 shares 2,083 $323K 0.02% +963 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: 2,558 shares; 2024Q4: 2,522 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares 2,467 $323K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,548 shares 9,548 $322K 0.02% new 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: 1,984 shares; 2024Q4: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 30,755 shares; 2025Q3: 1,128 shares; 2025Q4: 2,176 shares; 2026Q1: 2,156 shares 2,156 $287K 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 5,202 shares 5,202 $262K 0.01% +5,090 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: 1,599 shares 1,599 $259K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $253K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,090 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $252K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 825 shares 825 $251K 0.01% +779 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,328 shares 3,328 $250K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: 899 shares 899 $244K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,035 shares 2,035 $229K 0.01% new 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: 14,323 shares; 2024Q4: 14,295 shares; 2025Q1: 14,592 shares; 2025Q2: 367 shares; 2025Q3: 244 shares; 2025Q4: 191 shares; 2026Q1: 922 shares 922 $224K 0.01% +731 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 532 shares 532 $222K 0.01% +507 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 2,764 shares; 2025Q3: 53,983 shares; 2025Q4: not reported; 2026Q1: 13,818 shares 13,818 $216K 0.01% new 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: 669 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $213K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: not reported; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $208K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 601 shares; 2025Q4: 581 shares; 2026Q1: 575 shares 575 $205K 0.01% -6 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,206 shares 1,206 $204K 0.01% -147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares 1,494 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $201K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,959 shares; 2026Q1: 2,586 shares 2,586 $199K 0.01% -1,373 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares; 2026Q1: 1,861 shares 1,861 $199K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358 shares 358 $197K 0.01% new 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: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares 1,114 $188K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 6,815 shares 6,815 $186K 0.01% +6,623 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,417 shares; 2024Q4: 96,301 shares; 2025Q1: 17,599 shares; 2025Q2: 17,503 shares; 2025Q3: 17,148 shares; 2025Q4: 2,969 shares; 2026Q1: 2,515 shares 2,515 $186K 0.01% -454 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares 427 $185K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 185 shares; 2025Q4: 125 shares; 2026Q1: 3,300 shares 3,300 $184K 0.01% +3,175 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: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $183K 0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $179K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 27,155 shares; 2025Q2: 176 shares; 2025Q3: 94 shares; 2025Q4: 60 shares; 2026Q1: 2,064 shares 2,064 $175K 0.01% +2,004 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,397 shares 3,397 $172K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 2,801 shares 2,801 $172K 0.01% +1,898 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $166K 0.01% 0 Timeline MKOR MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 3,808 shares 3,808 $166K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,701 shares 1,701 $165K 0.01% new Timeline IJT 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: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $165K 0.01% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 2,166 shares 2,166 $164K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,753 shares; 2026Q1: 1,665 shares 1,665 $162K 0.01% -88 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,087 shares 1,087 $161K 0.01% -380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,822 shares 1,822 $155K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 2,831 shares 2,831 $153K 0.01% +2,123 Timeline WRAP WRAP TECHNOLOGIES INC More: the full row for WRAP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,760 shares; 2024Q4: 97,760 shares; 2025Q1: 97,760 shares; 2025Q2: not reported; 2025Q3: 97,760 shares; 2025Q4: 97,760 shares; 2026Q1: 97,760 shares 97,760 $151K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: 229 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $143K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 693 shares 693 $141K 0.01% +605 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 3,157 shares; 2026Q1: 3,157 shares 3,157 $139K 0.01% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,560 shares; 2025Q2: 47,246 shares; 2025Q3: 47,390 shares; 2025Q4: 32,901 shares; 2026Q1: 3,717 shares 3,717 $138K 0.01% -29,184 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,492 shares; 2024Q4: 56,056 shares; 2025Q1: 43,044 shares; 2025Q2: 27,246 shares; 2025Q3: 22,234 shares; 2025Q4: 1,600 shares; 2026Q1: 1,296 shares 1,296 $134K 0.01% -304 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 483 shares 483 $132K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: not reported; 2026Q1: 1,270 shares 1,270 $128K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares 596 $125K 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,405 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,227 shares 2,227 $123K 0.01% -43 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares 2,175 $121K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $112K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $109K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,236 shares; 2026Q1: 1,233 shares 1,233 $109K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,463 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 2,454 shares 2,454 $101K <0.01% -150 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,600 shares 2,600 $98.4K <0.01% -250 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $94K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,005 shares 1,005 $91.4K <0.01% new Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 6,030 shares 6,030 $90.1K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $90K <0.01% 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: 1,055 shares; 2024Q4: 884 shares; 2025Q1: 838 shares; 2025Q2: 796 shares; 2025Q3: 440 shares; 2025Q4: 115 shares; 2026Q1: 90 shares 90 $88.2K <0.01% -25 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 269 shares 269 $86.2K <0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 60 shares; 2025Q3: 60 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $85.4K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,558 shares; 2025Q1: 5,464 shares; 2025Q2: 5,774 shares; 2025Q3: 4,640 shares; 2025Q4: 922 shares; 2026Q1: 886 shares 886 $84.6K <0.01% -36 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 75 shares 75 $81.8K <0.01% -17 Timeline JPLD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,529 shares 1,529 $79.8K <0.01% new 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: 651 shares; 2024Q4: 635 shares; 2025Q1: 556 shares; 2025Q2: 535 shares; 2025Q3: 498 shares; 2025Q4: 329 shares; 2026Q1: 321 shares 321 $78K <0.01% -8 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 1,542 shares 1,542 $76.3K <0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 663 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $76.2K <0.01% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 6,383 shares; 2025Q3: 6,383 shares; 2025Q4: 6,383 shares; 2026Q1: 3,830 shares 3,830 $75.2K <0.01% -2,553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 333 shares 333 $73.6K <0.01% -15 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 1,365 shares; 2025Q3: 1,480 shares; 2025Q4: 1,074 shares; 2026Q1: 1,043 shares 1,043 $72.4K <0.01% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786 $69.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 427 shares 427 $68.2K <0.01% +16 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 206 shares 206 $66.5K <0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares; 2026Q1: 907 shares 907 $64.7K <0.01% -179 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,630 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,946 shares; 2025Q3: 1,995 shares; 2025Q4: 186,503 shares; 2026Q1: 13,897 shares 13,897 $63.9K <0.01% -172,606 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 5,547 shares; 2025Q3: 5,547 shares; 2025Q4: 5,547 shares; 2026Q1: 3,088 shares 3,088 $63.1K <0.01% -2,459 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares; 2026Q1: 2,791 shares 2,791 $62.4K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $59.8K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $59.5K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $56.5K <0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 140 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $56.3K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 190 shares 190 $56.1K <0.01% -6 Timeline VGSH 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: not reported; 2026Q1: 947 shares 947 $55.4K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,213 shares; 2025Q4: 1,058 shares; 2026Q1: 954 shares 954 $55K <0.01% -104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $53.7K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $52.8K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 362 shares 362 $52.4K <0.01% -1 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $51.9K <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: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $51.2K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,790 shares; 2024Q4: 23,220 shares; 2025Q1: 5,623 shares; 2025Q2: 5,437 shares; 2025Q3: 4,507 shares; 2025Q4: 620 shares; 2026Q1: 403 shares 403 $50.8K <0.01% -217 Timeline BSV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares 646 $50.7K <0.01% new 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: 35,067 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 492 shares; 2025Q3: 403 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $50.5K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $49.3K <0.01% 0 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985 $49K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $47.1K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,108 shares; 2025Q2: 18,674 shares; 2025Q3: 17,474 shares; 2025Q4: 1,416 shares; 2026Q1: 505 shares 505 $46.7K <0.01% -911 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $46.6K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $46.3K <0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $45.7K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $44.2K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 514 shares; 2026Q1: 463 shares 463 $43.1K <0.01% -51 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $42.9K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $42.2K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 608 shares; 2026Q1: 608 shares 608 $41.4K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 2,993 shares; 2025Q1: 3,301 shares; 2025Q2: 3,154 shares; 2025Q3: 716 shares; 2025Q4: 566 shares; 2026Q1: 250 shares 250 $38.3K <0.01% -316 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares 945 $36.8K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 128 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $36.1K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $35.9K <0.01% 0 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $35.7K <0.01% 0 EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $33.6K <0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $33.1K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,191 shares; 2025Q2: 274 shares; 2025Q3: 159 shares; 2025Q4: 139 shares; 2026Q1: 49 shares 49 $31.1K <0.01% -90 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $30.1K <0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $30.1K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $29.8K <0.01% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 775 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $29.4K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $29K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $28.7K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 797 shares; 2025Q4: 706 shares; 2026Q1: 690 shares 690 $28.7K <0.01% -16 Timeline BWEN BROADWIND INC More: the full row for BROADWIND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 13,239 shares; 2025Q1: 13,239 shares; 2025Q2: 13,239 shares; 2025Q3: 13,239 shares; 2025Q4: 13,239 shares; 2026Q1: 13,239 shares 13,239 $27.5K <0.01% 0 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: 116,641 shares; 2024Q4: 151,397 shares; 2025Q1: 39,217 shares; 2025Q2: 58,385 shares; 2025Q3: 35,825 shares; 2025Q4: 629 shares; 2026Q1: 502 shares 502 $24.8K <0.01% -127 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 333 shares 333 $24.2K <0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $24.2K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares 1,155 $23.9K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 56 shares 56 $23.9K <0.01% -3 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $23.9K <0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $23.5K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $23.5K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $22.4K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $22.3K <0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 51 shares 51 $21.9K <0.01% -4 Timeline IWY 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: 118 shares; 2025Q3: 512 shares; 2025Q4: 103 shares; 2026Q1: 88 shares 88 $21.9K <0.01% -15 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $21.7K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $21.1K <0.01% 0 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: not reported; 2026Q1: 181 shares 181 $20.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $20.7K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364 $20.1K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,613 shares; 2025Q1: 61,676 shares; 2025Q2: 459 shares; 2025Q3: 394 shares; 2025Q4: 362 shares; 2026Q1: 121 shares 121 $18.2K <0.01% -241 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: not reported; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $17.9K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $17.9K <0.01% 0 Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP CORP 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 $17.7K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $17.4K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580 $16.9K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $16.9K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 360 shares 360 $16.3K <0.01% -250 Timeline FTXO 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: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $16.3K <0.01% 0 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: 57 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $16.1K <0.01% 0 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: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 29 shares 29 $15.6K <0.01% -1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $15.5K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $15.3K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $14.5K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $13.2K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares 44 $13.1K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $13.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 37 shares 37 $13K <0.01% -10 Timeline GSEW 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: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $12.8K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $12.6K <0.01% 0 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL 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: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $12.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $12.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $11.3K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $10.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188 shares; 2025Q4: 182 shares; 2026Q1: 116 shares 116 $10.6K <0.01% -66 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $10.5K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $10.5K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $10.5K <0.01% 0 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM 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: 1,180 shares 1,180 $10.3K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK 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 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $9.86K <0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $9.75K <0.01% 0 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS 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: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $9.7K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $9.65K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $9.55K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: 12 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $9.24K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS 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: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $9.14K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 31 shares; 2026Q1: 69 shares 69 $9.12K <0.01% +38 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $8.93K <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: not reported; 2026Q1: 115 shares 115 $8.76K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $8.76K <0.01% 0 Timeline IGSB 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: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $8.2K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $8.07K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $7.7K <0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517 $7.64K <0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $7.62K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY 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: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $7.31K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $7.17K <0.01% 0 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $6.97K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS 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: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $6.92K <0.01% 0 Timeline FOCT 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: not reported; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $6.91K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 2,645 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $6.88K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 371 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $6.84K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 383 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $6.77K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY 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: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $6.52K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,813 shares; 2024Q4: 25,037 shares; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 55 shares 55 $6.5K <0.01% -2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $6.44K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,110 shares; 2024Q4: 20,996 shares; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $6.32K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 192 shares; 2025Q3: 115 shares; 2025Q4: 56 shares; 2026Q1: 37 shares 37 $6.31K <0.01% -19 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $6.24K <0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $6.21K <0.01% 0 Timeline RNAC CARTESIAN THERAPEUTICS INC More: the full row for CARTESIAN THERAPEUTICS 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $6.15K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 796 shares; 2025Q4: 85 shares; 2026Q1: 64 shares 64 $5.79K <0.01% -21 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I 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 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $5.75K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,741 shares; 2025Q3: 5,741 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $5.69K <0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS 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: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $5.56K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 223 shares; 2025Q4: 219 shares; 2026Q1: 32 shares 32 $5.52K <0.01% -187 Timeline IYR 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: 24,800 shares; 2024Q4: 15,706 shares; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $5.39K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $5.37K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,020 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $5.31K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $5.29K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,436 shares; 2024Q4: 36,700 shares; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 301 shares; 2025Q4: 80 shares; 2026Q1: 54 shares 54 $5.18K <0.01% -26 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 67 shares 67 $4.98K <0.01% -2 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM 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: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares 1,232 $4.9K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $4.76K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434 shares; 2025Q3: 368 shares; 2025Q4: 78 shares; 2026Q1: 24 shares 24 $4.69K <0.01% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $4.57K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $4.36K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 40 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $4.27K <0.01% 0 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: not reported; 2025Q2: 48 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 22 shares 22 $4.22K <0.01% -2 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $4.16K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $4.06K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $3.73K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $3.71K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $3.67K <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: 53,682 shares; 2024Q4: 58,508 shares; 2025Q1: 57,979 shares; 2025Q2: 85,826 shares; 2025Q3: 71,387 shares; 2025Q4: 1,442 shares; 2026Q1: 114 shares 114 $3.65K <0.01% -1,328 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $3.61K <0.01% 0 Timeline GOOS CANADA GOOSE HLDGS INC More: the full row for CANADA GOOSE 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: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $3.51K <0.01% 0 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $3.37K <0.01% 0 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: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $3.09K <0.01% 0 Timeline FTLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $3.02K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $2.86K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $2.82K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE 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: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $2.65K <0.01% 0 Timeline GCTK GLUCOTRACK INC More: the full row for GLUCOTRACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $2.6K <0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $2.53K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,985 shares; 2025Q1: 54,386 shares; 2025Q2: 56,231 shares; 2025Q3: 60,775 shares; 2025Q4: 370 shares; 2026Q1: 50 shares 50 $2.52K <0.01% -320 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 31 shares 31 $2.44K <0.01% +1 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $2.38K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS 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: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $2.25K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.24K <0.01% 0 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: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $2.19K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $2.01K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.85K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.81K <0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.76K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 17,131 shares; 2025Q4: 67 shares; 2026Q1: 24 shares 24 $1.67K <0.01% -43 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $1.66K <0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $1.52K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.51K <0.01% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR 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: not reported; 2025Q3: 97 shares; 2025Q4: 67 shares; 2026Q1: 26 shares 26 $1.5K <0.01% -41 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: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $1.47K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.44K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 49 shares; 2025Q3: 42 shares; 2025Q4: 30 shares; 2026Q1: 22 shares 22 $1.44K <0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.37K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $1.28K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $1.18K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,565 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $1.15K <0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE 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 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $1.12K <0.01% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS 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: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $1.08K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.03K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,710 shares; 2025Q2: 82 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 6 shares 6 $930 <0.01% -38 Timeline IFRA 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: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $915 <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $911 <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 10 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $902 <0.01% 0 Timeline IEO 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: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $874 <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $868 <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 4 shares 4 $855 <0.01% -4 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $718 <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $654 <0.01% 0 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $636 <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $610 <0.01% 0 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: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $591 <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 434 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $564 <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $546 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14 $518 <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & 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: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $485 <0.01% 0 Timeline MOAT 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: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $484 <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 21 shares 21 $481 <0.01% -21 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $470 <0.01% 0 Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH 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: 256 shares; 2025Q3: 423 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $381 <0.01% 0 Timeline EFAV 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: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 4 shares 4 $365 <0.01% -4 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $254 <0.01% new Timeline PHYL PGIM ETF TR More: the full row for PGIM 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: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $208 <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 4 shares; 2025Q4: 46 shares; 2026Q1: 2 shares 2 $196 <0.01% -44 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $190 <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 1 shares 1 $184 <0.01% -1 Timeline MAT MATTEL INC More: the full row for MATTEL 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: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $174 <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $169 <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 498 shares; 2025Q4: 448 shares; 2026Q1: 3 shares 3 $124 <0.01% -445 Timeline CVM CEL-SCI CORP More: the full row for CEL-SCI 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: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $122 <0.01% 0 Timeline