GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 243,285 shares; 2025Q1: 235,575 shares; 2025Q2: 235,235 shares; 2025Q3: 238,472 shares; 2025Q4: 235,250 shares; 2026Q1: 233,894 shares; 2026Q2: 221,775 shares 221,775 $79.3M 6.77% -12,119 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 194,118 shares; 2025Q1: 190,939 shares; 2025Q2: 195,482 shares; 2025Q3: 198,684 shares; 2025Q4: 198,888 shares; 2026Q1: 194,218 shares; 2026Q2: 189,245 shares 189,245 $54.8M 4.68% -4,973 Timeline GSSC 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; 2024Q3: restricted; 2024Q4: 543,940 shares; 2025Q1: 501,965 shares; 2025Q2: 460,771 shares; 2025Q3: 471,318 shares; 2025Q4: 513,530 shares; 2026Q1: 517,423 shares; 2026Q2: 548,883 shares 548,883 $50.1M 4.28% +31,460 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 210,435 shares; 2025Q1: 199,774 shares; 2025Q2: 199,094 shares; 2025Q3: 196,105 shares; 2025Q4: 197,910 shares; 2026Q1: 196,825 shares; 2026Q2: 192,069 shares 192,069 $45.8M 3.91% -4,756 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,182 shares; 2025Q1: 104,878 shares; 2025Q2: 103,417 shares; 2025Q3: 112,818 shares; 2025Q4: 114,449 shares; 2026Q1: 114,877 shares; 2026Q2: 111,848 shares 111,848 $42.3M 3.61% -3,029 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,951 shares; 2025Q1: 13,737 shares; 2025Q2: 13,843 shares; 2025Q3: 13,684 shares; 2025Q4: 14,030 shares; 2026Q1: 13,939 shares; 2026Q2: 136,103 shares 136,103 $41.1M 3.51% +122,164 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 101,094 shares; 2025Q1: 100,981 shares; 2025Q2: 100,782 shares; 2025Q3: 98,904 shares; 2025Q4: 98,928 shares; 2026Q1: 99,319 shares; 2026Q2: 97,857 shares 97,857 $36.5M 3.12% -1,462 Timeline GSIE 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; 2024Q3: restricted; 2024Q4: 646,525 shares; 2025Q1: 641,698 shares; 2025Q2: 634,663 shares; 2025Q3: 659,975 shares; 2025Q4: 703,394 shares; 2026Q1: 736,862 shares; 2026Q2: 770,380 shares 770,380 $35.2M 3.01% +33,518 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; 2024Q3: restricted; 2024Q4: 65,113 shares; 2025Q1: 64,507 shares; 2025Q2: 67,291 shares; 2025Q3: 65,757 shares; 2025Q4: 65,772 shares; 2026Q1: 65,460 shares; 2026Q2: 64,191 shares 64,191 $32.1M 2.74% -1,269 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; 2024Q3: restricted; 2024Q4: 39,417 shares; 2025Q1: 40,536 shares; 2025Q2: 40,632 shares; 2025Q3: 42,177 shares; 2025Q4: 43,761 shares; 2026Q1: 43,809 shares; 2026Q2: 43,072 shares 43,072 $31.1M 2.66% -737 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 262,760 shares; 2025Q1: 283,638 shares; 2025Q2: 279,596 shares; 2025Q3: 271,930 shares; 2025Q4: 266,341 shares; 2026Q1: 264,495 shares; 2026Q2: 259,611 shares 259,611 $29.4M 2.51% -4,884 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,793 shares; 2025Q1: 26,174 shares; 2025Q2: 26,734 shares; 2025Q3: 27,039 shares; 2025Q4: 27,466 shares; 2026Q1: 27,189 shares; 2026Q2: 26,712 shares 26,712 $28.4M 2.43% -477 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102,129 shares; 2025Q1: 98,815 shares; 2025Q2: 97,564 shares; 2025Q3: 93,860 shares; 2025Q4: 92,242 shares; 2026Q1: 93,243 shares; 2026Q2: 90,625 shares 90,625 $23M 1.97% -2,618 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; 2024Q3: restricted; 2024Q4: 21,549 shares; 2025Q1: 21,546 shares; 2025Q2: 21,759 shares; 2025Q3: 21,744 shares; 2025Q4: 21,889 shares; 2026Q1: 21,667 shares; 2026Q2: 21,314 shares 21,314 $19.9M 1.7% -353 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,281 shares; 2025Q1: 78,345 shares; 2025Q2: 80,665 shares; 2025Q3: 78,802 shares; 2025Q4: 79,245 shares; 2026Q1: 79,126 shares; 2026Q2: 77,067 shares 77,067 $19.4M 1.66% -2,059 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; 2024Q3: restricted; 2024Q4: 7,928 shares; 2025Q1: 14,147 shares; 2025Q2: 17,515 shares; 2025Q3: 16,175 shares; 2025Q4: 15,911 shares; 2026Q1: 16,014 shares; 2026Q2: 15,875 shares 15,875 $19M 1.63% -139 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; 2024Q3: restricted; 2024Q4: 37,976 shares; 2025Q1: 38,842 shares; 2025Q2: 38,275 shares; 2025Q3: 38,399 shares; 2025Q4: 37,996 shares; 2026Q1: 37,710 shares; 2026Q2: 37,339 shares 37,339 $19M 1.63% -371 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,657 shares; 2025Q1: 34,850 shares; 2025Q2: 36,764 shares; 2025Q3: 35,669 shares; 2025Q4: 36,194 shares; 2026Q1: 36,199 shares; 2026Q2: 35,308 shares 35,308 $18.3M 1.57% -891 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; 2024Q3: restricted; 2024Q4: 49,586 shares; 2025Q1: 52,677 shares; 2025Q2: 54,710 shares; 2025Q3: 55,593 shares; 2025Q4: 56,207 shares; 2026Q1: 56,156 shares; 2026Q2: 55,279 shares 55,279 $18.1M 1.55% -877 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,843 shares; 2025Q1: 53,310 shares; 2025Q2: 53,683 shares; 2025Q3: 52,385 shares; 2025Q4: 52,926 shares; 2026Q1: 52,215 shares; 2026Q2: 50,898 shares 50,898 $17.5M 1.49% -1,317 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,393 shares; 2025Q1: 63,858 shares; 2025Q2: 70,597 shares; 2025Q3: 73,641 shares; 2025Q4: 78,145 shares; 2026Q1: 78,413 shares; 2026Q2: 81,592 shares 81,592 $16.3M 1.39% +3,179 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 98,958 shares; 2025Q1: 98,500 shares; 2025Q2: 98,839 shares; 2025Q3: 96,027 shares; 2025Q4: 95,614 shares; 2026Q1: 95,168 shares; 2026Q2: 93,328 shares 93,328 $15.5M 1.32% -1,840 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,027 shares; 2026Q1: 125,107 shares; 2026Q2: 256,482 shares 256,482 $15.2M 1.3% +131,375 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48,169 shares; 2025Q1: 49,251 shares; 2025Q2: 50,106 shares; 2025Q3: 50,140 shares; 2025Q4: 51,288 shares; 2026Q1: 50,787 shares; 2026Q2: 49,461 shares 49,461 $13.8M 1.18% -1,326 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52,004 shares; 2025Q1: 53,467 shares; 2025Q2: 53,780 shares; 2025Q3: 53,390 shares; 2025Q4: 54,008 shares; 2026Q1: 54,146 shares; 2026Q2: 53,083 shares 53,083 $13.8M 1.18% -1,063 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; 2024Q3: restricted; 2024Q4: 33,596 shares; 2025Q1: 34,994 shares; 2025Q2: 39,187 shares; 2025Q3: 39,539 shares; 2025Q4: 40,600 shares; 2026Q1: 40,140 shares; 2026Q2: 38,765 shares 38,765 $13.7M 1.17% -1,375 Timeline GEM 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; 2024Q3: restricted; 2024Q4: 117,925 shares; 2025Q1: 134,068 shares; 2025Q2: 126,967 shares; 2025Q3: 175,942 shares; 2025Q4: 195,075 shares; 2026Q1: 214,293 shares; 2026Q2: 259,995 shares 259,995 $13.5M 1.16% +45,702 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,452 shares; 2025Q1: 17,283 shares; 2025Q2: 17,456 shares; 2025Q3: 17,671 shares; 2025Q4: 17,644 shares; 2026Q1: 17,479 shares; 2026Q2: 17,451 shares 17,451 $13.1M 1.12% -28 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; 2024Q3: restricted; 2024Q4: 32,535 shares; 2025Q1: 34,048 shares; 2025Q2: 34,514 shares; 2025Q3: 36,216 shares; 2025Q4: 36,499 shares; 2026Q1: 36,186 shares; 2026Q2: 35,184 shares 35,184 $13M 1.11% -1,002 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,897 shares; 2025Q1: 35,332 shares; 2025Q2: 36,316 shares; 2025Q3: 36,148 shares; 2025Q4: 35,987 shares; 2026Q1: 35,594 shares; 2026Q2: 34,999 shares 34,999 $12.7M 1.08% -595 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; 2024Q3: restricted; 2024Q4: 13,256 shares; 2025Q1: 32,159 shares; 2025Q2: 36,482 shares; 2025Q3: 38,416 shares; 2025Q4: 37,182 shares; 2026Q1: 36,685 shares; 2026Q2: 35,618 shares 35,618 $12.6M 1.08% -1,067 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; 2024Q3: restricted; 2024Q4: 43,659 shares; 2025Q1: 50,206 shares; 2025Q2: 51,139 shares; 2025Q3: 49,076 shares; 2025Q4: 47,220 shares; 2026Q1: 46,618 shares; 2026Q2: 45,528 shares 45,528 $12.4M 1.06% -1,090 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,832 shares; 2025Q1: 5,112 shares; 2025Q2: 6,297 shares; 2025Q3: 4,593 shares; 2025Q4: 33,070 shares; 2026Q1: 31,631 shares; 2026Q2: 30,060 shares 30,060 $11.2M 0.96% -1,571 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,128 shares; 2025Q1: 36,311 shares; 2025Q2: 36,600 shares; 2025Q3: 36,623 shares; 2025Q4: 35,869 shares; 2026Q1: 35,206 shares; 2026Q2: 32,942 shares 32,942 $10.4M 0.89% -2,264 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,260 shares; 2025Q1: 29,628 shares; 2025Q2: 26,956 shares; 2025Q3: 26,193 shares; 2025Q4: 26,287 shares; 2026Q1: 25,102 shares; 2026Q2: 25,102 shares 25,102 $10.3M 0.88% 0 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; 2024Q3: restricted; 2024Q4: 66,179 shares; 2025Q1: 68,076 shares; 2025Q2: 66,744 shares; 2025Q3: 73,981 shares; 2025Q4: 71,036 shares; 2026Q1: 73,781 shares; 2026Q2: 74,314 shares 74,314 $10.2M 0.87% +533 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,206 shares; 2025Q1: 31,732 shares; 2025Q2: 53,963 shares; 2025Q3: 134,843 shares; 2025Q4: 170,356 shares; 2026Q1: 187,079 shares; 2026Q2: 291,558 shares 291,558 $9.96M 0.85% +104,479 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; 2024Q3: restricted; 2024Q4: 104,143 shares; 2025Q1: 99,379 shares; 2025Q2: 101,375 shares; 2025Q3: 103,936 shares; 2025Q4: 106,445 shares; 2026Q1: 106,411 shares; 2026Q2: 104,364 shares 104,364 $9.16M 0.78% -2,047 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; 2024Q3: restricted; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 25,443 shares; 2026Q1: 65,558 shares; 2026Q2: 220,351 shares 220,351 $8.72M 0.74% +154,793 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,815 shares; 2025Q1: 3,891 shares; 2025Q2: 3,926 shares; 2025Q3: 3,901 shares; 2025Q4: 2,822 shares; 2026Q1: 2,791 shares; 2026Q2: 2,693 shares 2,693 $8.61M 0.74% -98 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106,634 shares; 2025Q1: 109,617 shares; 2025Q2: 107,344 shares; 2025Q3: 105,802 shares; 2025Q4: 105,777 shares; 2026Q1: 105,742 shares; 2026Q2: 105,197 shares 105,197 $8.11M 0.69% -545 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; 2024Q3: restricted; 2024Q4: 216,105 shares; 2025Q1: 218,643 shares; 2025Q2: 239,218 shares; 2025Q3: 245,057 shares; 2025Q4: 248,601 shares; 2026Q1: 239,158 shares; 2026Q2: 186,271 shares 186,271 $7.89M 0.67% -52,887 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; 2024Q3: restricted; 2024Q4: 67,135 shares; 2025Q1: 64,065 shares; 2025Q2: 64,373 shares; 2025Q3: 63,802 shares; 2025Q4: 63,252 shares; 2026Q1: 60,053 shares; 2026Q2: 51,390 shares 51,390 $7.54M 0.64% -8,663 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,339 shares; 2025Q1: 113,832 shares; 2025Q2: 105,971 shares; 2025Q3: 104,150 shares; 2025Q4: 102,179 shares; 2026Q1: 100,758 shares; 2026Q2: 89,915 shares 89,915 $7.03M 0.6% -10,843 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; 2024Q3: restricted; 2024Q4: 30,306 shares; 2025Q1: 31,153 shares; 2025Q2: 31,620 shares; 2025Q3: 30,845 shares; 2025Q4: 32,236 shares; 2026Q1: 27,731 shares; 2026Q2: 22,567 shares 22,567 $6.62M 0.57% -5,164 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; 2024Q3: restricted; 2024Q4: 9,270 shares; 2025Q1: 8,726 shares; 2025Q2: 9,272 shares; 2025Q3: 9,193 shares; 2025Q4: 9,331 shares; 2026Q1: 9,028 shares; 2026Q2: 8,748 shares 8,748 $6.53M 0.56% -280 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,012 shares; 2025Q1: 10,963 shares; 2025Q2: 10,990 shares; 2025Q3: 18,241 shares; 2025Q4: 17,764 shares; 2026Q1: 17,721 shares; 2026Q2: 17,772 shares 17,772 $6.28M 0.54% +51 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; 2024Q3: restricted; 2024Q4: 63,354 shares; 2025Q1: 63,551 shares; 2025Q2: 66,559 shares; 2025Q3: 65,519 shares; 2025Q4: 66,799 shares; 2026Q1: 66,115 shares; 2026Q2: 63,980 shares 63,980 $6.16M 0.53% -2,135 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; 2024Q3: restricted; 2024Q4: 12,121 shares; 2025Q1: 11,450 shares; 2025Q2: 11,450 shares; 2025Q3: 11,450 shares; 2025Q4: 11,450 shares; 2026Q1: 10,811 shares; 2026Q2: 10,623 shares 10,623 $5.55M 0.47% -188 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,320 shares; 2025Q1: 19,675 shares; 2025Q2: 19,309 shares; 2025Q3: 19,140 shares; 2025Q4: 18,346 shares; 2026Q1: 18,258 shares; 2026Q2: 18,634 shares 18,634 $5.04M 0.43% +376 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,096 shares; 2025Q1: 2,841 shares; 2025Q2: 3,092 shares; 2025Q3: 8,685 shares; 2025Q4: 12,984 shares; 2026Q1: 14,588 shares; 2026Q2: 15,433 shares 15,433 $4.41M 0.38% +845 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; 2024Q3: restricted; 2024Q4: 1,775 shares; 2025Q1: 2,058 shares; 2025Q2: 1,922 shares; 2025Q3: 3,750 shares; 2025Q4: 4,934 shares; 2026Q1: 6,926 shares; 2026Q2: 7,159 shares 7,159 $4.03M 0.34% +233 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,600 shares; 2025Q1: 34,252 shares; 2025Q2: 31,445 shares; 2025Q3: 28,378 shares; 2025Q4: 27,772 shares; 2026Q1: 27,170 shares; 2026Q2: 26,842 shares 26,842 $3.81M 0.33% -328 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; 2024Q3: restricted; 2024Q4: 28,860 shares; 2025Q1: 23,222 shares; 2025Q2: 27,187 shares; 2025Q3: 25,980 shares; 2025Q4: 29,724 shares; 2026Q1: 26,998 shares; 2026Q2: 26,998 shares 26,998 $3.47M 0.3% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,219 shares; 2025Q1: 23,829 shares; 2025Q2: 23,758 shares; 2025Q3: 23,505 shares; 2025Q4: 23,504 shares; 2026Q1: 23,439 shares; 2026Q2: 23,372 shares 23,372 $3.47M 0.3% -67 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,015 shares; 2025Q1: 8,273 shares; 2025Q2: 23,955 shares; 2025Q3: 95,448 shares; 2025Q4: 94,706 shares; 2026Q1: 82,517 shares; 2026Q2: 77,754 shares 77,754 $3.42M 0.29% -4,763 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 2,287 shares; 2025Q4: 9,378 shares; 2026Q1: 28,126 shares; 2026Q2: 29,299 shares 29,299 $3.42M 0.29% +1,173 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,102 shares; 2025Q1: 84,942 shares; 2025Q2: 82,949 shares; 2025Q3: 81,680 shares; 2025Q4: 79,294 shares; 2026Q1: 23,861 shares; 2026Q2: 23,804 shares 23,804 $3.22M 0.28% -57 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,293 shares; 2025Q1: 26,947 shares; 2025Q2: 28,382 shares; 2025Q3: 28,799 shares; 2025Q4: 29,461 shares; 2026Q1: 28,749 shares; 2026Q2: 32,166 shares 32,166 $3.18M 0.27% +3,417 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; 2024Q3: restricted; 2024Q4: 5,733 shares; 2025Q1: 9,249 shares; 2025Q2: 9,934 shares; 2025Q3: 12,537 shares; 2025Q4: 11,522 shares; 2026Q1: 11,116 shares; 2026Q2: 11,127 shares 11,127 $3.13M 0.27% +11 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 297 shares; 2025Q2: 3,624 shares; 2025Q3: 8,176 shares; 2025Q4: 23,106 shares; 2026Q1: 22,758 shares; 2026Q2: 24,096 shares 24,096 $3.05M 0.26% +1,338 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.26% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,904 shares; 2025Q1: 3,345 shares; 2025Q2: 3,345 shares; 2025Q3: 3,800 shares; 2025Q4: 5,116 shares; 2026Q1: 5,216 shares; 2026Q2: 5,349 shares 5,349 $2.75M 0.23% +133 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; 2024Q3: restricted; 2024Q4: 4,520 shares; 2025Q1: 3,734 shares; 2025Q2: 3,734 shares; 2025Q3: 3,788 shares; 2025Q4: 3,767 shares; 2026Q1: 3,742 shares; 2026Q2: 3,684 shares 3,684 $2.71M 0.23% -58 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; 2024Q3: restricted; 2024Q4: 11,848 shares; 2025Q1: 6,584 shares; 2025Q2: 4,645 shares; 2025Q3: 4,709 shares; 2025Q4: 6,037 shares; 2026Q1: 5,942 shares; 2026Q2: 5,938 shares 5,938 $2.57M 0.22% -4 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,005 shares; 2025Q1: 3,891 shares; 2025Q2: 4,858 shares; 2025Q3: 6,982 shares; 2025Q4: 12,346 shares; 2026Q1: 12,246 shares; 2026Q2: 12,808 shares 12,808 $2.43M 0.21% +562 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,684 shares; 2025Q1: 7,684 shares; 2025Q2: 7,684 shares; 2025Q3: 7,684 shares; 2025Q4: 7,684 shares; 2026Q1: 8,717 shares; 2026Q2: 9,055 shares 9,055 $2.31M 0.2% +338 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; 2024Q3: restricted; 2024Q4: 6,434 shares; 2025Q1: 5,395 shares; 2025Q2: 5,191 shares; 2025Q3: 4,835 shares; 2025Q4: 5,292 shares; 2026Q1: 5,213 shares; 2026Q2: 5,161 shares 5,161 $2.14M 0.18% -52 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; 2024Q3: restricted; 2024Q4: 7,775 shares; 2025Q1: 9,504 shares; 2025Q2: 11,999 shares; 2025Q3: 11,225 shares; 2025Q4: 10,522 shares; 2026Q1: 10,304 shares; 2026Q2: 9,668 shares 9,668 $2.13M 0.18% -636 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; 2024Q3: restricted; 2024Q4: 29,001 shares; 2025Q1: 23,810 shares; 2025Q2: 18,154 shares; 2025Q3: 6,304 shares; 2025Q4: 6,028 shares; 2026Q1: 5,727 shares; 2026Q2: 5,089 shares 5,089 $2.12M 0.18% -638 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; 2024Q3: restricted; 2024Q4: 9,919 shares; 2025Q1: 10,077 shares; 2025Q2: 10,638 shares; 2025Q3: 8,733 shares; 2025Q4: 8,272 shares; 2026Q1: 7,913 shares; 2026Q2: 7,776 shares 7,776 $2.1M 0.18% -137 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,188 shares; 2025Q3: 47,188 shares; 2025Q4: 47,188 shares; 2026Q1: 47,188 shares; 2026Q2: 47,188 shares 47,188 $2.08M 0.18% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,758 shares; 2025Q1: 34,925 shares; 2025Q2: 52,372 shares; 2025Q3: 56,605 shares; 2025Q4: 66,095 shares; 2026Q1: 74,263 shares; 2026Q2: 88,144 shares 88,144 $2M 0.17% +13,881 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; 2024Q3: restricted; 2024Q4: 6,155 shares; 2025Q1: 8,229 shares; 2025Q2: 12,369 shares; 2025Q3: 14,365 shares; 2025Q4: 17,953 shares; 2026Q1: 20,314 shares; 2026Q2: 24,281 shares 24,281 $1.92M 0.16% +3,967 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; 2024Q3: restricted; 2024Q4: 8,296 shares; 2025Q1: 10,048 shares; 2025Q2: 16,305 shares; 2025Q3: 19,019 shares; 2025Q4: 24,337 shares; 2026Q1: 27,681 shares; 2026Q2: 32,569 shares 32,569 $1.9M 0.16% +4,888 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,562 shares; 2025Q2: 8,912 shares; 2025Q3: 10,114 shares; 2025Q4: 9,156 shares; 2026Q1: 8,942 shares; 2026Q2: 8,773 shares 8,773 $1.86M 0.16% -169 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,136 shares; 2026Q1: 45,068 shares; 2026Q2: 45,068 shares 45,068 $1.84M 0.16% 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; 2024Q3: restricted; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 1,882 shares; 2025Q4: 7,071 shares; 2026Q1: 7,398 shares; 2026Q2: 7,992 shares 7,992 $1.81M 0.15% +594 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; 2024Q3: restricted; 2024Q4: 19,718 shares; 2025Q1: 11,232 shares; 2025Q2: 11,209 shares; 2025Q3: 10,540 shares; 2025Q4: 11,129 shares; 2026Q1: 11,104 shares; 2026Q2: 11,206 shares 11,206 $1.79M 0.15% +102 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,027 shares; 2025Q1: 21,393 shares; 2025Q2: 40,536 shares; 2025Q3: 36,416 shares; 2025Q4: 36,425 shares; 2026Q1: 35,663 shares; 2026Q2: 35,564 shares 35,564 $1.71M 0.15% -99 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,849 shares; 2025Q1: 6,958 shares; 2025Q2: 7,054 shares; 2025Q3: 10,068 shares; 2025Q4: 13,595 shares; 2026Q1: 14,329 shares; 2026Q2: 15,641 shares 15,641 $1.61M 0.14% +1,312 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,521 shares; 2025Q1: 10,707 shares; 2025Q2: 11,086 shares; 2025Q3: 11,414 shares; 2025Q4: 14,433 shares; 2026Q1: 15,222 shares; 2026Q2: 16,072 shares 16,072 $1.6M 0.14% +850 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,181 shares; 2025Q1: 13,100 shares; 2025Q2: 12,878 shares; 2025Q3: 14,359 shares; 2025Q4: 18,766 shares; 2026Q1: 20,662 shares; 2026Q2: 22,478 shares 22,478 $1.56M 0.13% +1,816 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; 2024Q3: restricted; 2024Q4: 13,934 shares; 2025Q1: 11,006 shares; 2025Q2: 9,239 shares; 2025Q3: 6,475 shares; 2025Q4: 6,426 shares; 2026Q1: 5,245 shares; 2026Q2: 5,235 shares 5,235 $1.56M 0.13% -10 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; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: 390 shares; 2025Q2: 443 shares; 2025Q3: 377 shares; 2025Q4: 379 shares; 2026Q1: 8,202 shares; 2026Q2: 9,233 shares 9,233 $1.55M 0.13% +1,031 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; 2024Q3: restricted; 2024Q4: 14,316 shares; 2025Q1: 14,974 shares; 2025Q2: 14,659 shares; 2025Q3: 7,437 shares; 2025Q4: 6,641 shares; 2026Q1: 6,458 shares; 2026Q2: 6,528 shares 6,528 $1.46M 0.12% +70 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; 2024Q3: restricted; 2024Q4: 21,509 shares; 2025Q1: 21,509 shares; 2025Q2: 34,519 shares; 2025Q3: 34,519 shares; 2025Q4: 40,121 shares; 2026Q1: 39,521 shares; 2026Q2: 39,521 shares 39,521 $1.45M 0.12% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,030 shares; 2025Q1: 4,674 shares; 2025Q2: 4,874 shares; 2025Q3: 8,359 shares; 2025Q4: 12,808 shares; 2026Q1: 13,187 shares; 2026Q2: 13,921 shares 13,921 $1.45M 0.12% +734 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; 2024Q3: restricted; 2024Q4: 3,753 shares; 2025Q1: 3,879 shares; 2025Q2: 6,873 shares; 2025Q3: 4,940 shares; 2025Q4: 6,166 shares; 2026Q1: 6,407 shares; 2026Q2: 6,428 shares 6,428 $1.43M 0.12% +21 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; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 848 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 1,420 shares; 2026Q1: 1,507 shares; 2026Q2: 1,479 shares 1,479 $1.43M 0.12% -28 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,070 shares; 2025Q1: 108 shares; 2025Q2: 661 shares; 2025Q3: 1,443 shares; 2025Q4: 2,768 shares; 2026Q1: 2,762 shares; 2026Q2: 3,302 shares 3,302 $1.39M 0.12% +540 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 2,164 shares; 2025Q3: 5,264 shares; 2025Q4: 5,370 shares; 2026Q1: 5,354 shares; 2026Q2: 5,354 shares 5,354 $1.37M 0.12% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,533 shares; 2025Q1: 11,269 shares; 2025Q2: 9,769 shares; 2025Q3: 9,769 shares; 2025Q4: 9,769 shares; 2026Q1: 9,716 shares; 2026Q2: 9,716 shares 9,716 $1.36M 0.12% 0 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; 2024Q3: restricted; 2024Q4: 2,983 shares; 2025Q1: 3,145 shares; 2025Q2: 3,110 shares; 2025Q3: 3,190 shares; 2025Q4: 3,207 shares; 2026Q1: 3,179 shares; 2026Q2: 3,171 shares 3,171 $1.35M 0.12% -8 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares; 2026Q2: 9,800 shares 9,800 $1.34M 0.11% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,565 shares; 2025Q1: 10,602 shares; 2025Q2: 10,410 shares; 2025Q3: 10,597 shares; 2025Q4: 13,752 shares; 2026Q1: 15,683 shares; 2026Q2: 17,267 shares 17,267 $1.33M 0.11% +1,584 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,124 shares; 2025Q1: 7,776 shares; 2025Q2: 11,874 shares; 2025Q3: 4,663 shares; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares; 2026Q2: 4,172 shares 4,172 $1.25M 0.11% -25 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; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: not reported; 2025Q4: 9,780 shares; 2026Q1: 16,748 shares; 2026Q2: 19,730 shares 19,730 $1.24M 0.11% +2,982 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 278 shares; 2025Q1: 207 shares; 2025Q2: 277 shares; 2025Q3: 280 shares; 2025Q4: 491 shares; 2026Q1: 461 shares; 2026Q2: 1,793 shares 1,793 $1.23M 0.11% +1,332 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,260 shares; 2025Q1: 8,727 shares; 2025Q2: 9,711 shares; 2025Q3: 10,882 shares; 2025Q4: 13,799 shares; 2026Q1: 14,579 shares; 2026Q2: 16,018 shares 16,018 $1.23M 0.1% +1,439 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 9,674 shares; 2025Q2: 9,205 shares; 2025Q3: 8,269 shares; 2025Q4: 4,911 shares; 2026Q1: 5,076 shares; 2026Q2: 5,080 shares 5,080 $1.21M 0.1% +4 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; 2024Q3: restricted; 2024Q4: 26,409 shares; 2025Q1: 26,989 shares; 2025Q2: 27,147 shares; 2025Q3: 15,047 shares; 2025Q4: 21,238 shares; 2026Q1: 20,953 shares; 2026Q2: 21,046 shares 21,046 $1.2M 0.1% +93 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 8,787 shares; 2025Q4: 8,817 shares; 2026Q1: 8,802 shares; 2026Q2: 8,808 shares 8,808 $1.19M 0.1% +6 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 69 shares; 2025Q3: 2,375 shares; 2025Q4: 15,482 shares; 2026Q1: 19,527 shares; 2026Q2: 20,853 shares 20,853 $1.16M 0.1% +1,326 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,131 shares; 2025Q1: 4,319 shares; 2025Q2: 4,287 shares; 2025Q3: 4,172 shares; 2025Q4: 4,941 shares; 2026Q1: 4,818 shares; 2026Q2: 4,799 shares 4,799 $1.14M 0.1% -19 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; 2024Q3: restricted; 2024Q4: 736 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 2,120 shares; 2025Q4: 6,214 shares; 2026Q1: 6,417 shares; 2026Q2: 6,930 shares 6,930 $1.13M 0.1% +513 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,923 shares; 2025Q1: 9,199 shares; 2025Q2: 8,887 shares; 2025Q3: 8,651 shares; 2025Q4: 8,592 shares; 2026Q1: 8,587 shares; 2026Q2: 8,590 shares 8,590 $1.1M 0.09% +3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 1,661 shares; 2025Q3: 2,180 shares; 2025Q4: 1,544 shares; 2026Q1: 1,519 shares; 2026Q2: 1,502 shares 1,502 $1.07M 0.09% -17 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,638 shares; 2025Q1: 4,410 shares; 2025Q2: 4,768 shares; 2025Q3: 4,443 shares; 2025Q4: 4,403 shares; 2026Q1: 4,383 shares; 2026Q2: 4,381 shares 4,381 $1.06M 0.09% -2 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,597 shares; 2025Q1: 7,485 shares; 2025Q2: 7,485 shares; 2025Q3: 6,831 shares; 2025Q4: 6,531 shares; 2026Q1: 6,531 shares; 2026Q2: 6,531 shares 6,531 $1.06M 0.09% 0 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; 2024Q3: restricted; 2024Q4: 2,915 shares; 2025Q1: 9,481 shares; 2025Q2: 10,517 shares; 2025Q3: 9,089 shares; 2025Q4: 9,177 shares; 2026Q1: 8,208 shares; 2026Q2: 8,032 shares 8,032 $1.04M 0.09% -176 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; 2024Q3: restricted; 2024Q4: 1,608 shares; 2025Q1: 1,464 shares; 2025Q2: 4,949 shares; 2025Q3: 4,941 shares; 2025Q4: 5,084 shares; 2026Q1: 5,216 shares; 2026Q2: 5,660 shares 5,660 $1.02M 0.09% +444 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; 2024Q3: restricted; 2024Q4: 7,191 shares; 2025Q1: 6,481 shares; 2025Q2: 16,656 shares; 2025Q3: 14,056 shares; 2025Q4: 14,191 shares; 2026Q1: 14,112 shares; 2026Q2: 14,112 shares 14,112 $1.02M 0.09% 0 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; 2024Q3: restricted; 2024Q4: 3,236 shares; 2025Q1: 2,798 shares; 2025Q2: 2,852 shares; 2025Q3: 2,789 shares; 2025Q4: 2,789 shares; 2026Q1: 2,689 shares; 2026Q2: 2,710 shares 2,710 $1M 0.09% +21 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,867 shares; 2025Q1: 8,617 shares; 2025Q2: 9,217 shares; 2025Q3: 9,217 shares; 2025Q4: 8,617 shares; 2026Q1: 8,617 shares; 2026Q2: 8,760 shares 8,760 $966K 0.08% +143 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; 2024Q3: restricted; 2024Q4: 43,086 shares; 2025Q1: 31,522 shares; 2025Q2: 37,928 shares; 2025Q3: 44,766 shares; 2025Q4: 45,517 shares; 2026Q1: 45,217 shares; 2026Q2: 45,478 shares 45,478 $941K 0.08% +261 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; 2024Q3: restricted; 2024Q4: 18,251 shares; 2025Q1: 18,251 shares; 2025Q2: 18,551 shares; 2025Q3: 13,451 shares; 2025Q4: 13,451 shares; 2026Q1: 13,441 shares; 2026Q2: 12,441 shares 12,441 $939K 0.08% -1,000 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,728 shares; 2025Q1: 10,313 shares; 2025Q2: 9,879 shares; 2025Q3: 8,984 shares; 2025Q4: 8,984 shares; 2026Q1: 8,984 shares; 2026Q2: 8,973 shares 8,973 $932K 0.08% -11 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; 2024Q3: restricted; 2024Q4: 21,734 shares; 2025Q1: 20,589 shares; 2025Q2: 19,592 shares; 2025Q3: 10,924 shares; 2025Q4: 10,163 shares; 2026Q1: 10,046 shares; 2026Q2: 10,035 shares 10,035 $920K 0.08% -11 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,237 shares; 2025Q1: 7,863 shares; 2025Q2: 7,091 shares; 2025Q3: 6,731 shares; 2025Q4: 6,709 shares; 2026Q1: 6,599 shares; 2026Q2: 6,476 shares 6,476 $910K 0.08% -123 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,061 shares; 2025Q2: 5,872 shares; 2025Q3: 6,907 shares; 2025Q4: 8,484 shares; 2026Q1: 7,748 shares; 2026Q2: 7,949 shares 7,949 $904K 0.08% +201 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; 2024Q3: restricted; 2024Q4: 4,428 shares; 2025Q1: 4,507 shares; 2025Q2: 4,477 shares; 2025Q3: 4,058 shares; 2025Q4: 2,562 shares; 2026Q1: 2,558 shares; 2026Q2: 2,566 shares 2,566 $868K 0.07% +8 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,660 shares; 2025Q1: 6,099 shares; 2025Q2: 6,103 shares; 2025Q3: 5,172 shares; 2025Q4: 6,405 shares; 2026Q1: 5,855 shares; 2026Q2: 5,874 shares 5,874 $861K 0.07% +19 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,808 shares; 2025Q1: 16,262 shares; 2025Q2: 14,877 shares; 2025Q3: 12,412 shares; 2025Q4: 15,866 shares; 2026Q1: 15,605 shares; 2026Q2: 16,165 shares 16,165 $849K 0.07% +560 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; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 788 shares; 2025Q2: 712 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 984 shares; 2026Q2: 10,374 shares 10,374 $836K 0.07% +9,390 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,741 shares; 2025Q1: 4,611 shares; 2025Q2: 4,466 shares; 2025Q3: 4,198 shares; 2025Q4: 4,198 shares; 2026Q1: 4,812 shares; 2026Q2: 4,812 shares 4,812 $790K 0.07% 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; 2024Q3: restricted; 2024Q4: 4,143 shares; 2025Q1: 3,701 shares; 2025Q2: 3,676 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares; 2026Q1: 3,622 shares; 2026Q2: 3,622 shares 3,622 $789K 0.07% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,782 shares; 2025Q1: 10,361 shares; 2025Q2: 9,214 shares; 2025Q3: 8,724 shares; 2025Q4: 9,897 shares; 2026Q1: 9,482 shares; 2026Q2: 9,385 shares 9,385 $764K 0.07% -97 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; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 85 shares; 2025Q4: 1,965 shares; 2026Q1: 1,759 shares; 2026Q2: 1,759 shares 1,759 $759K 0.06% 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; 2024Q3: restricted; 2024Q4: 2,521 shares; 2025Q1: 1,733 shares; 2025Q2: 1,681 shares; 2025Q3: 1,618 shares; 2025Q4: 1,626 shares; 2026Q1: 1,589 shares; 2026Q2: 1,488 shares 1,488 $758K 0.06% -101 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,335 shares; 2025Q1: 4,921 shares; 2025Q2: 4,385 shares; 2025Q3: 5,198 shares; 2025Q4: 5,327 shares; 2026Q1: 4,092 shares; 2026Q2: 4,092 shares 4,092 $756K 0.06% 0 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,448 shares; 2026Q1: 12,043 shares; 2026Q2: 12,431 shares 12,431 $727K 0.06% +388 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; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 459 shares; 2025Q2: 11,559 shares; 2025Q3: 11,559 shares; 2025Q4: 11,559 shares; 2026Q1: 11,559 shares; 2026Q2: 11,713 shares 11,713 $726K 0.06% +154 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $719K 0.06% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 1,064 shares; 2025Q3: 1,027 shares; 2025Q4: 24,859 shares; 2026Q1: 23,753 shares; 2026Q2: 23,239 shares 23,239 $702K 0.06% -514 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,807 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 2,333 shares; 2025Q4: 3,396 shares; 2026Q1: 3,361 shares; 2026Q2: 3,350 shares 3,350 $700K 0.06% -11 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,185 shares; 2025Q1: 10,064 shares; 2025Q2: 11,134 shares; 2025Q3: 9,285 shares; 2025Q4: 10,455 shares; 2026Q1: 10,886 shares; 2026Q2: 11,438 shares 11,438 $668K 0.06% +552 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,850 shares; 2025Q1: 25,934 shares; 2025Q2: 27,232 shares; 2025Q3: 27,910 shares; 2025Q4: 17,875 shares; 2026Q1: 13,366 shares; 2026Q2: 12,947 shares 12,947 $655K 0.06% -419 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,754 shares; 2025Q1: 11,396 shares; 2025Q2: 11,665 shares; 2025Q3: 7,014 shares; 2025Q4: 7,106 shares; 2026Q1: 7,839 shares; 2026Q2: 7,175 shares 7,175 $651K 0.06% -664 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,473 shares; 2025Q1: 4,490 shares; 2025Q2: 4,109 shares; 2025Q3: 3,919 shares; 2025Q4: 3,935 shares; 2026Q1: 3,791 shares; 2026Q2: 3,791 shares 3,791 $645K 0.06% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,110 shares; 2025Q2: 6,989 shares; 2025Q3: 6,149 shares; 2025Q4: 11,517 shares; 2026Q1: 9,105 shares; 2026Q2: 8,748 shares 8,748 $637K 0.05% -357 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $629K 0.05% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,476 shares; 2025Q1: 9,316 shares; 2025Q2: 8,427 shares; 2025Q3: 8,217 shares; 2025Q4: 8,242 shares; 2026Q1: 8,147 shares; 2026Q2: 8,018 shares 8,018 $615K 0.05% -129 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: 119 shares; 2025Q2: 8,510 shares; 2025Q3: 5,150 shares; 2025Q4: 5,174 shares; 2026Q1: 5,162 shares; 2026Q2: 5,158 shares 5,158 $607K 0.05% -4 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,468 shares; 2025Q1: 2,095 shares; 2025Q2: 6,649 shares; 2025Q3: 7,129 shares; 2025Q4: 6,825 shares; 2026Q1: 6,265 shares; 2026Q2: 6,254 shares 6,254 $599K 0.05% -11 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; 2024Q3: restricted; 2024Q4: 1,588 shares; 2025Q1: 1,593 shares; 2025Q2: 1,588 shares; 2025Q3: 822 shares; 2025Q4: 1,140 shares; 2026Q1: 1,113 shares; 2026Q2: 1,238 shares 1,238 $591K 0.05% +125 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; 2024Q3: restricted; 2024Q4: 1,246 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 2,056 shares; 2025Q4: 4,063 shares; 2026Q1: 4,894 shares; 2026Q2: 5,027 shares 5,027 $590K 0.05% +133 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 2,270 shares; 2025Q4: 4,998 shares; 2026Q1: 6,154 shares; 2026Q2: 6,569 shares 6,569 $571K 0.05% +415 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,620 shares; 2025Q1: 26,422 shares; 2025Q2: 27,115 shares; 2025Q3: 23,160 shares; 2025Q4: 22,949 shares; 2026Q1: 18,655 shares; 2026Q2: 19,280 shares 19,280 $570K 0.05% +625 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 822 shares; 2025Q1: 519 shares; 2025Q2: 425 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $552K 0.05% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,075 shares; 2025Q3: 15,075 shares; 2025Q4: 15,075 shares; 2026Q1: 15,075 shares; 2026Q2: 15,075 shares 15,075 $550K 0.05% 0 Timeline GVIP 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; 2024Q3: restricted; 2024Q4: 4,855 shares; 2025Q1: 4,581 shares; 2025Q2: 4,036 shares; 2025Q3: 3,412 shares; 2025Q4: 3,243 shares; 2026Q1: 2,921 shares; 2026Q2: 2,863 shares 2,863 $540K 0.05% -58 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112,719 shares; 2025Q1: 30,853 shares; 2025Q2: 30,563 shares; 2025Q3: 24,688 shares; 2025Q4: 24,177 shares; 2026Q1: 22,195 shares; 2026Q2: 22,270 shares 22,270 $536K 0.05% +75 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,760 shares; 2025Q2: 6,467 shares; 2025Q3: 6,509 shares; 2025Q4: 6,467 shares; 2026Q1: 6,467 shares; 2026Q2: 6,467 shares 6,467 $536K 0.05% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 924 shares; 2025Q1: 1,116 shares; 2025Q2: 1,098 shares; 2025Q3: 1,093 shares; 2025Q4: 5,516 shares; 2026Q1: 5,176 shares; 2026Q2: 5,211 shares 5,211 $517K 0.04% +35 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; 2024Q3: restricted; 2024Q4: 2,166 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,451 shares; 2025Q4: 2,723 shares; 2026Q1: 2,713 shares; 2026Q2: 2,684 shares 2,684 $511K 0.04% -29 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,527 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 4,941 shares; 2026Q1: 4,654 shares; 2026Q2: 4,642 shares 4,642 $510K 0.04% -12 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,803 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $500K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,895 shares; 2025Q1: 5,495 shares; 2025Q2: 6,395 shares; 2025Q3: 3,169 shares; 2025Q4: 1,900 shares; 2026Q1: 4,069 shares; 2026Q2: 6,070 shares 6,070 $493K 0.04% +2,001 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,241 shares; 2025Q2: 21,241 shares; 2025Q3: 21,241 shares; 2025Q4: 21,241 shares; 2026Q1: 19,190 shares; 2026Q2: 19,190 shares 19,190 $485K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,280 shares; 2025Q1: 976 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 20,674 shares; 2026Q1: 20,447 shares; 2026Q2: 19,624 shares 19,624 $482K 0.04% -823 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 9,883 shares; 2025Q3: 9,883 shares; 2025Q4: 9,929 shares; 2026Q1: 9,883 shares; 2026Q2: 9,883 shares 9,883 $480K 0.04% 0 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $480K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,225 shares; 2025Q1: 3,205 shares; 2025Q2: 3,159 shares; 2025Q3: 3,424 shares; 2025Q4: 3,635 shares; 2026Q1: 3,590 shares; 2026Q2: 3,578 shares 3,578 $452K 0.04% -12 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,621 shares; 2026Q1: 15,303 shares; 2026Q2: 16,773 shares 16,773 $445K 0.04% +1,470 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; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,021 shares; 2025Q2: 962 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 888 shares; 2026Q2: 870 shares 870 $431K 0.04% -18 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares 1,960 $430K 0.04% 0 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; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: 944 shares; 2025Q2: 972 shares; 2025Q3: 925 shares; 2025Q4: 939 shares; 2026Q1: 703 shares; 2026Q2: 736 shares 736 $428K 0.04% +33 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,415 shares; 2025Q1: 5,415 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares; 2025Q4: 5,415 shares; 2026Q1: 5,415 shares; 2026Q2: 5,415 shares 5,415 $427K 0.04% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,870 shares; 2025Q1: 15,900 shares; 2025Q2: 16,038 shares; 2025Q3: 16,185 shares; 2025Q4: 16,967 shares; 2026Q1: 16,461 shares; 2026Q2: 1,627 shares 1,627 $425K 0.04% -14,834 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,568 shares; 2025Q1: 8,766 shares; 2025Q2: 7,716 shares; 2025Q3: 6,558 shares; 2025Q4: 7,252 shares; 2026Q1: 7,582 shares; 2026Q2: 5,909 shares 5,909 $423K 0.04% -1,673 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,011 shares; 2025Q1: 2,976 shares; 2025Q2: 5,911 shares; 2025Q3: 5,911 shares; 2025Q4: 5,911 shares; 2026Q1: 5,811 shares; 2026Q2: 5,795 shares 5,795 $413K 0.04% -16 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; 2024Q3: restricted; 2024Q4: 180 shares; 2025Q1: 171 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 1,347 shares 1,347 $408K 0.03% +1,193 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 2,180 shares; 2025Q4: 7,276 shares; 2026Q1: 7,126 shares; 2026Q2: 7,126 shares 7,126 $401K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 245 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 293 shares; 2026Q1: 285 shares; 2026Q2: 344 shares 344 $397K 0.03% +59 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 8,000 shares; 2025Q4: 8,032 shares; 2026Q1: 8,173 shares; 2026Q2: 8,177 shares 8,177 $390K 0.03% +4 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; 2024Q3: restricted; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 231 shares; 2025Q3: 235 shares; 2025Q4: 1,028 shares; 2026Q1: 1,264 shares; 2026Q2: 1,382 shares 1,382 $388K 0.03% +118 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,820 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 2,070 shares; 2026Q2: 2,202 shares 2,202 $386K 0.03% +132 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; 2024Q3: restricted; 2024Q4: 630 shares; 2025Q1: 44 shares; 2025Q2: 36 shares; 2025Q3: 986 shares; 2025Q4: 983 shares; 2026Q1: 664 shares; 2026Q2: 9,329 shares 9,329 $385K 0.03% +8,665 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; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 1,076 shares; 2025Q2: 1,350 shares; 2025Q3: 889 shares; 2025Q4: 889 shares; 2026Q1: 323 shares; 2026Q2: 328 shares 328 $385K 0.03% +5 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 15,204 shares; 2026Q1: 15,593 shares; 2026Q2: 17,290 shares 17,290 $385K 0.03% +1,697 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,373 shares; 2025Q1: 664 shares; 2025Q2: 1,962 shares; 2025Q3: 4,551 shares; 2025Q4: 2,332 shares; 2026Q1: 2,232 shares; 2026Q2: 2,179 shares 2,179 $382K 0.03% -53 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,262 shares; 2025Q1: 9,306 shares; 2025Q2: 9,262 shares; 2025Q3: 9,429 shares; 2025Q4: 9,429 shares; 2026Q1: 9,429 shares; 2026Q2: 9,429 shares 9,429 $382K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $371K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 854 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 829 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $370K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,896 shares; 2025Q1: 3,892 shares; 2025Q2: 3,774 shares; 2025Q3: 3,987 shares; 2025Q4: 3,942 shares; 2026Q1: 3,740 shares; 2026Q2: 3,740 shares 3,740 $361K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,341 shares; 2025Q1: 2,165 shares; 2025Q2: 2,185 shares; 2025Q3: 2,123 shares; 2025Q4: 2,065 shares; 2026Q1: 2,055 shares; 2026Q2: 1,942 shares 1,942 $360K 0.03% -113 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 761 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 4,852 shares; 2026Q1: 4,752 shares; 2026Q2: 4,808 shares 4,808 $357K 0.03% +56 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 522 shares; 2025Q1: 557 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 573 shares; 2026Q1: 561 shares; 2026Q2: 556 shares 556 $353K 0.03% -5 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; 2024Q3: restricted; 2024Q4: 1,446 shares; 2025Q1: 2,231 shares; 2025Q2: 2,222 shares; 2025Q3: 2,222 shares; 2025Q4: 2,251 shares; 2026Q1: 2,222 shares; 2026Q2: 2,317 shares 2,317 $351K 0.03% +95 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $336K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 1,875 shares 1,875 $334K 0.03% +1,800 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; 2024Q3: restricted; 2024Q4: 7,393 shares; 2025Q1: 7,143 shares; 2025Q2: 6,151 shares; 2025Q3: 1,751 shares; 2025Q4: 3,502 shares; 2026Q1: 3,502 shares; 2026Q2: 6,024 shares 6,024 $320K 0.03% +2,522 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,243 shares; 2025Q1: 1,913 shares; 2025Q2: 1,722 shares; 2025Q3: 1,673 shares; 2025Q4: 1,647 shares; 2026Q1: 1,622 shares; 2026Q2: 1,612 shares 1,612 $314K 0.03% -10 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; 2024Q3: restricted; 2024Q4: 4,974 shares; 2025Q1: 4,808 shares; 2025Q2: 5,438 shares; 2025Q3: 1,782 shares; 2025Q4: 1,896 shares; 2026Q1: 2,114 shares; 2026Q2: 2,190 shares 2,190 $313K 0.03% +76 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $311K 0.03% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,150 shares; 2025Q2: 1,352 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $306K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 937 shares; 2025Q1: 875 shares; 2025Q2: 870 shares; 2025Q3: 439 shares; 2025Q4: 446 shares; 2026Q1: 678 shares; 2026Q2: 756 shares 756 $300K 0.03% +78 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 10,210 shares; 2025Q2: 25,390 shares; 2025Q3: 27,016 shares; 2025Q4: 12,611 shares; 2026Q1: 11,629 shares; 2026Q2: 11,122 shares 11,122 $296K 0.03% -507 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; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: 814 shares; 2025Q2: 856 shares; 2025Q3: 800 shares; 2025Q4: 1,600 shares; 2026Q1: 1,575 shares; 2026Q2: 1,541 shares 1,541 $294K 0.03% -34 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,272 shares; 2025Q1: 525 shares; 2025Q2: 454 shares; 2025Q3: 415 shares; 2025Q4: 1,010 shares; 2026Q1: 980 shares; 2026Q2: 990 shares 990 $293K 0.03% +10 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: not reported; 2026Q2: 3,698 shares 3,698 $287K 0.02% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,100 shares; 2026Q1: 6,052 shares; 2026Q2: 6,052 shares 6,052 $285K 0.02% 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; 2024Q3: restricted; 2024Q4: 1,141 shares; 2025Q1: 1,071 shares; 2025Q2: 733 shares; 2025Q3: 612 shares; 2025Q4: 585 shares; 2026Q1: 573 shares; 2026Q2: 2,292 shares 2,292 $285K 0.02% +1,719 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 377 shares; 2025Q2: 385 shares; 2025Q3: 395 shares; 2025Q4: 329 shares; 2026Q1: 324 shares; 2026Q2: 292 shares 292 $281K 0.02% -32 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,096 shares; 2025Q1: 4,007 shares; 2025Q2: 4,002 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 1,786 shares; 2026Q2: 1,786 shares 1,786 $280K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,031 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 935 shares 935 $280K 0.02% 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; 2024Q3: restricted; 2024Q4: 4,138 shares; 2025Q1: 3,112 shares; 2025Q2: 2,935 shares; 2025Q3: 2,964 shares; 2025Q4: 2,899 shares; 2026Q1: 2,876 shares; 2026Q2: 2,876 shares 2,876 $278K 0.02% 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; 2024Q3: restricted; 2024Q4: 5,384 shares; 2025Q1: 5,252 shares; 2025Q2: 5,250 shares; 2025Q3: 5,171 shares; 2025Q4: 5,171 shares; 2026Q1: 5,151 shares; 2026Q2: 5,151 shares 5,151 $276K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 1,574 shares; 2026Q2: 7,520 shares 7,520 $276K 0.02% +5,946 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,701 shares; 2025Q1: 2,805 shares; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares; 2025Q4: 2,161 shares; 2026Q1: 2,011 shares; 2026Q2: 1,806 shares 1,806 $275K 0.02% -205 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; 2024Q3: restricted; 2024Q4: 162 shares; 2025Q1: 159 shares; 2025Q2: 2,370 shares; 2025Q3: 2,595 shares; 2025Q4: 3,008 shares; 2026Q1: 2,955 shares; 2026Q2: 2,955 shares 2,955 $272K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 411 shares; 2025Q2: 372 shares; 2025Q3: 304 shares; 2025Q4: 3,106 shares; 2026Q1: 3,186 shares; 2026Q2: 3,806 shares 3,806 $272K 0.02% +620 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 3,466 shares; 2026Q1: 3,410 shares; 2026Q2: 3,181 shares 3,181 $269K 0.02% -229 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,044 shares; 2025Q3: 8,044 shares; 2025Q4: 8,044 shares; 2026Q1: 8,044 shares; 2026Q2: 8,044 shares 8,044 $268K 0.02% 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; 2024Q3: restricted; 2024Q4: 110 shares; 2025Q1: not reported; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,270 shares; 2026Q1: 2,237 shares; 2026Q2: 2,237 shares 2,237 $265K 0.02% 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; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 1,857 shares; 2025Q2: 2,257 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 1,694 shares; 2026Q2: 1,929 shares 1,929 $264K 0.02% +235 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,118 shares; 2025Q2: 2,118 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares; 2026Q1: 2,118 shares; 2026Q2: 2,118 shares 2,118 $264K 0.02% 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; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 9,192 shares; 2025Q3: 9,192 shares; 2025Q4: 14,881 shares; 2026Q1: 13,776 shares; 2026Q2: 13,776 shares 13,776 $263K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,689 shares; 2025Q1: 2,540 shares; 2025Q2: 2,562 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,626 shares; 2026Q2: 2,717 shares 2,717 $261K 0.02% +91 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 215 shares; 2026Q2: 753 shares 753 $259K 0.02% +538 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 285 shares; 2026Q2: 1,106 shares 1,106 $258K 0.02% +821 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,059 shares; 2025Q1: 1,106 shares; 2025Q2: 1,104 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares; 2026Q2: 1,170 shares 1,170 $256K 0.02% +12 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; 2024Q3: restricted; 2024Q4: 1,236 shares; 2025Q1: 1,151 shares; 2025Q2: 1,261 shares; 2025Q3: 1,208 shares; 2025Q4: 2,368 shares; 2026Q1: 2,325 shares; 2026Q2: 2,169 shares 2,169 $254K 0.02% -156 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 704 shares; 2025Q1: 3,024 shares; 2025Q2: 3,023 shares; 2025Q3: 2,544 shares; 2025Q4: 1,570 shares; 2026Q1: 1,422 shares; 2026Q2: 1,404 shares 1,404 $251K 0.02% -18 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 647 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 647 shares; 2025Q4: 1,077 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $250K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,262 shares; 2026Q1: 3,262 shares; 2026Q2: 3,262 shares 3,262 $250K 0.02% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,512 shares; 2025Q3: 2,512 shares; 2025Q4: 2,512 shares; 2026Q1: 2,512 shares; 2026Q2: 2,512 shares 2,512 $247K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,878 shares; 2025Q1: 2,891 shares; 2025Q2: 2,944 shares; 2025Q3: 2,625 shares; 2025Q4: 2,663 shares; 2026Q1: 2,481 shares; 2026Q2: 2,377 shares 2,377 $243K 0.02% -104 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; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 30 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 974 shares; 2026Q1: 958 shares; 2026Q2: 973 shares 973 $242K 0.02% +15 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 344 shares; 2025Q2: 306 shares; 2025Q3: 305 shares; 2025Q4: 1,043 shares; 2026Q1: 1,409 shares; 2026Q2: 1,552 shares 1,552 $240K 0.02% +143 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,402 shares; 2025Q1: 1,832 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,660 shares; 2026Q1: 1,623 shares; 2026Q2: 1,587 shares 1,587 $240K 0.02% -36 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; 2024Q3: restricted; 2024Q4: 1,250 shares; 2025Q1: 1,308 shares; 2025Q2: 1,323 shares; 2025Q3: 2,150 shares; 2025Q4: 2,292 shares; 2026Q1: 2,221 shares; 2026Q2: 2,221 shares 2,221 $240K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,813 shares; 2025Q1: 3,160 shares; 2025Q2: 3,100 shares; 2025Q3: 3,086 shares; 2025Q4: 14,091 shares; 2026Q1: 10,876 shares; 2026Q2: 10,873 shares 10,873 $239K 0.02% -3 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; 2024Q3: restricted; 2024Q4: 3,126 shares; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares; 2025Q3: 2,644 shares; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares; 2026Q2: 2,674 shares 2,674 $232K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares; 2026Q1: 1,640 shares; 2026Q2: 1,640 shares 1,640 $230K 0.02% 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; 2024Q3: restricted; 2024Q4: 242 shares; 2025Q1: 248 shares; 2025Q2: 247 shares; 2025Q3: 70 shares; 2025Q4: 112 shares; 2026Q1: 109 shares; 2026Q2: 110 shares 110 $219K 0.02% +1 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; 2024Q3: restricted; 2024Q4: 11,347 shares; 2025Q1: 11,371 shares; 2025Q2: 11,371 shares; 2025Q3: 5,041 shares; 2025Q4: 5,321 shares; 2026Q1: 5,129 shares; 2026Q2: 5,123 shares 5,123 $219K 0.02% -6 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,403 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 610 shares; 2025Q4: 10,184 shares; 2026Q1: 9,784 shares; 2026Q2: 9,784 shares 9,784 $218K 0.02% 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; 2024Q3: restricted; 2024Q4: 2,189 shares; 2025Q1: 2,023 shares; 2025Q2: 2,001 shares; 2025Q3: 2,028 shares; 2025Q4: 2,032 shares; 2026Q1: 2,759 shares; 2026Q2: 3,021 shares 3,021 $217K 0.02% +262 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $215K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,454 shares; 2025Q1: 7,161 shares; 2025Q2: 7,817 shares; 2025Q3: 5,971 shares; 2025Q4: 2,720 shares; 2026Q1: 2,527 shares; 2026Q2: 2,472 shares 2,472 $207K 0.02% -55 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,300 shares; 2025Q1: 1,800 shares; 2025Q2: 1,300 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $206K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,664 shares; 2026Q1: 3,560 shares; 2026Q2: 3,560 shares 3,560 $206K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,061 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 627 shares; 2026Q1: 603 shares; 2026Q2: 603 shares 603 $205K 0.02% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 4,943 shares; 2026Q1: 4,693 shares; 2026Q2: 4,693 shares 4,693 $205K 0.02% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,261 shares; 2025Q2: 1,277 shares; 2025Q3: 1,227 shares; 2025Q4: 541 shares; 2026Q1: 517 shares; 2026Q2: 507 shares 507 $204K 0.02% -10 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; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 191 shares; 2025Q2: 291 shares; 2025Q3: 331 shares; 2025Q4: 541 shares; 2026Q1: 516 shares; 2026Q2: 545 shares 545 $201K 0.02% +29 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; 2024Q3: restricted; 2024Q4: 1,897 shares; 2025Q1: 1,628 shares; 2025Q2: 1,441 shares; 2025Q3: 1,071 shares; 2025Q4: 1,081 shares; 2026Q1: 1,046 shares; 2026Q2: 873 shares 873 $200K 0.02% -173 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,164 shares; 2026Q1: 2,964 shares; 2026Q2: 2,964 shares 2,964 $200K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 715 shares; 2026Q2: 717 shares 717 $192K 0.02% +2 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $190K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 181 shares; 2025Q4: 723 shares; 2026Q1: 638 shares; 2026Q2: 638 shares 638 $190K 0.02% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares; 2026Q1: 8,002 shares; 2026Q2: 8,002 shares 8,002 $188K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 321 shares; 2026Q1: 424 shares; 2026Q2: 1,276 shares 1,276 $186K 0.02% +852 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; 2024Q3: restricted; 2024Q4: 38,971 shares; 2025Q1: 33,982 shares; 2025Q2: 34,710 shares; 2025Q3: 424 shares; 2025Q4: 1,472 shares; 2026Q1: 1,346 shares; 2026Q2: 1,496 shares 1,496 $186K 0.02% +150 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,585 shares; 2025Q1: 1,810 shares; 2025Q2: 1,847 shares; 2025Q3: 1,756 shares; 2025Q4: 1,383 shares; 2026Q1: 1,202 shares; 2026Q2: 1,185 shares 1,185 $186K 0.02% -17 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; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 198 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 178 shares; 2026Q2: 182 shares 182 $184K 0.02% +4 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,230 shares; 2025Q2: 7,460 shares; 2025Q3: 7,343 shares; 2025Q4: 2,277 shares; 2026Q1: 2,218 shares; 2026Q2: 2,168 shares 2,168 $183K 0.02% -50 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $182K 0.02% 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; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 383 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 475 shares; 2026Q2: 2,047 shares 2,047 $176K 0.02% +1,572 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; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 815 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 849 shares 849 $170K 0.01% +15 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440 $167K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 172 shares; 2025Q3: 559 shares; 2025Q4: 509 shares; 2026Q1: 527 shares; 2026Q2: 497 shares 497 $166K 0.01% -30 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 655 shares 655 $165K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,146 shares; 2025Q2: 5,868 shares; 2025Q3: 4,764 shares; 2025Q4: 1,698 shares; 2026Q1: 1,515 shares; 2026Q2: 1,506 shares 1,506 $163K 0.01% -9 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 893 shares; 2026Q1: 903 shares; 2026Q2: 953 shares 953 $162K 0.01% +50 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 437 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 1,175 shares; 2026Q1: 1,110 shares; 2026Q2: 1,095 shares 1,095 $161K 0.01% -15 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 3,437 shares; 2025Q2: 2,964 shares; 2025Q3: 2,964 shares; 2025Q4: 2,964 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $156K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 285 shares; 2025Q3: 297 shares; 2025Q4: 317 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $152K 0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 872 shares; 2025Q1: 8,111 shares; 2025Q2: 8,067 shares; 2025Q3: 8,194 shares; 2025Q4: 3,620 shares; 2026Q1: 3,519 shares; 2026Q2: 2,922 shares 2,922 $152K 0.01% -597 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,037 shares 1,037 $152K 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,219 shares; 2025Q1: 7,380 shares; 2025Q2: 7,354 shares; 2025Q3: 6,894 shares; 2025Q4: 5,166 shares; 2026Q1: 3,104 shares; 2026Q2: 3,068 shares 3,068 $149K 0.01% -36 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 3,142 shares; 2026Q2: 3,836 shares 3,836 $149K 0.01% +694 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,282 shares; 2025Q1: 8,749 shares; 2025Q2: 7,844 shares; 2025Q3: 7,320 shares; 2025Q4: 1,069 shares; 2026Q1: 1,944 shares; 2026Q2: 2,357 shares 2,357 $148K 0.01% +413 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,551 shares; 2025Q1: 4,495 shares; 2025Q2: 4,109 shares; 2025Q3: 3,541 shares; 2025Q4: 2,092 shares; 2026Q1: 1,945 shares; 2026Q2: 1,945 shares 1,945 $147K 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; 2024Q3: restricted; 2024Q4: 961 shares; 2025Q1: 882 shares; 2025Q2: 894 shares; 2025Q3: 882 shares; 2025Q4: 879 shares; 2026Q1: 868 shares; 2026Q2: 868 shares 868 $147K 0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares; 2026Q1: 4,237 shares; 2026Q2: 5,687 shares 5,687 $142K 0.01% +1,450 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; 2024Q3: restricted; 2024Q4: 348 shares; 2025Q1: 362 shares; 2025Q2: 350 shares; 2025Q3: 355 shares; 2025Q4: 368 shares; 2026Q1: 356 shares; 2026Q2: 344 shares 344 $140K 0.01% -12 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,876 shares; 2025Q1: 2,707 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 340 shares; 2026Q1: 286 shares; 2026Q2: 261 shares 261 $139K 0.01% -25 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; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 143 shares; 2025Q2: 249 shares; 2025Q3: 262 shares; 2025Q4: 278 shares; 2026Q1: 269 shares; 2026Q2: 278 shares 278 $139K 0.01% +9 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 811 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $139K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,696 shares; 2025Q2: 1,778 shares; 2025Q3: 1,527 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 1,527 shares 1,527 $138K 0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $137K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 1,574 shares; 2026Q2: 2,426 shares 2,426 $137K 0.01% +852 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 514 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 415 shares; 2026Q1: 412 shares; 2026Q2: 412 shares 412 $137K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 400 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $135K 0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,970 shares; 2025Q3: 7,970 shares; 2025Q4: 7,970 shares; 2026Q1: 7,970 shares; 2026Q2: 7,970 shares 7,970 $135K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,860 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 6,640 shares; 2026Q1: 6,640 shares; 2026Q2: 6,640 shares 6,640 $133K 0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,326 shares; 2025Q2: 2,381 shares; 2025Q3: 2,049 shares; 2025Q4: 682 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $131K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 263 shares; 2025Q2: 407 shares; 2025Q3: 377 shares; 2025Q4: 384 shares; 2026Q1: 379 shares; 2026Q2: 383 shares 383 $131K 0.01% +4 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; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,975 shares; 2025Q2: 2,317 shares; 2025Q3: 2,401 shares; 2025Q4: 2,521 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $130K 0.01% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 84 shares; 2025Q2: 225 shares; 2025Q3: 307 shares; 2025Q4: 662 shares; 2026Q1: 868 shares; 2026Q2: 1,275 shares 1,275 $129K 0.01% +407 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 84 shares; 2025Q2: 220 shares; 2025Q3: 300 shares; 2025Q4: 651 shares; 2026Q1: 863 shares; 2026Q2: 1,268 shares 1,268 $128K 0.01% +405 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares; 2026Q1: 803 shares; 2026Q2: 908 shares 908 $128K 0.01% +105 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,752 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,684 shares; 2026Q2: 1,639 shares 1,639 $125K 0.01% -45 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; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 97 shares; 2025Q2: 101 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 92 shares; 2026Q2: 91 shares 91 $124K 0.01% -1 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; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $123K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,334 shares; 2025Q1: 2,185 shares; 2025Q2: 1,341 shares; 2025Q3: 1,324 shares; 2025Q4: 2,648 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $120K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares; 2026Q2: 854 shares 854 $117K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,054 shares; 2025Q1: 18,211 shares; 2025Q2: 4,052 shares; 2025Q3: 1,497 shares; 2025Q4: 1,044 shares; 2026Q1: 840 shares; 2026Q2: 891 shares 891 $116K 0.01% +51 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 522 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 2,044 shares 2,044 $115K 0.01% +1,022 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; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 293 shares; 2025Q2: 312 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $115K 0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 617 shares 617 $111K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,427 shares 1,427 $108K 0.01% +127 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,117 shares; 2025Q2: 1,201 shares; 2025Q3: 1,270 shares; 2025Q4: 518 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $107K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares; 2026Q2: 1,563 shares 1,563 $106K 0.01% +206 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; 2024Q3: restricted; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,491 shares; 2025Q3: 1,291 shares; 2025Q4: 1,650 shares; 2026Q1: 1,327 shares; 2026Q2: 1,276 shares 1,276 $105K 0.01% -51 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $101K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $100K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: 60 shares; 2025Q2: 164 shares; 2025Q3: 158 shares; 2025Q4: 148 shares; 2026Q1: 158 shares; 2026Q2: 823 shares 823 $98.4K 0.01% +665 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 106 shares; 2026Q2: 445 shares 445 $98.3K 0.01% +339 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,170 shares; 2025Q1: 1,907 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares; 2026Q2: 1,770 shares 1,770 $96.7K 0.01% -100 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,558 shares; 2025Q1: 610 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $96.1K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,026 shares; 2025Q2: 7,531 shares; 2025Q3: 6,912 shares; 2025Q4: 2,518 shares; 2026Q1: 1,808 shares; 2026Q2: 1,898 shares 1,898 $95.7K 0.01% +90 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $93.7K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,100 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $91.2K 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; 2024Q3: restricted; 2024Q4: 264 shares; 2025Q1: 214 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 162 shares; 2026Q2: 129 shares 129 $90.7K 0.01% -33 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares; 2026Q2: 771 shares 771 $90.4K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 623 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 535 shares 535 $84.5K 0.01% +195 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; 2024Q3: restricted; 2024Q4: 4,536 shares; 2025Q1: 4,467 shares; 2025Q2: 4,686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 676 shares; 2026Q2: 520 shares 520 $82.5K 0.01% -156 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 120 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,114 shares 1,114 $81.8K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,314 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 3,032 shares; 2025Q4: 3,032 shares; 2026Q1: 3,032 shares; 2026Q2: 3,033 shares 3,033 $80.9K 0.01% +1 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,507 shares; 2026Q1: 2,507 shares; 2026Q2: 2,507 shares 2,507 $79.4K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 821 shares; 2026Q2: 821 shares 821 $79.2K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $78.6K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $78.5K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,337 shares; 2025Q1: 2,816 shares; 2025Q2: 839 shares; 2025Q3: 745 shares; 2025Q4: 743 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $77.9K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,340 shares; 2025Q3: 1,359 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $77.3K 0.01% 0 Timeline VSS 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $77.1K 0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $76K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 950 shares; 2025Q1: 876 shares; 2025Q2: 842 shares; 2025Q3: 929 shares; 2025Q4: 787 shares; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $75.3K 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 716 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $75.2K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $74.5K 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; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $73.9K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 748 shares; 2025Q1: 5,751 shares; 2025Q2: 6,861 shares; 2025Q3: 6,081 shares; 2025Q4: 1,877 shares; 2026Q1: 1,783 shares; 2026Q2: 1,755 shares 1,755 $72K 0.01% -28 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $71.5K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,577 shares; 2025Q2: 4,991 shares; 2025Q3: 4,552 shares; 2025Q4: 1,764 shares; 2026Q1: 812 shares; 2026Q2: 755 shares 755 $71.5K 0.01% -57 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 826 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares; 2026Q2: 584 shares 584 $71.5K 0.01% -118 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,571 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $70.9K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 1,053 shares; 2025Q4: 1,212 shares; 2026Q1: 256 shares; 2026Q2: 294 shares 294 $70K 0.01% +38 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 593 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $69.5K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,101 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,448 shares 1,448 $68.8K 0.01% +247 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; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $68K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 569 shares; 2025Q1: 500 shares; 2025Q2: 531 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 548 shares; 2026Q2: 548 shares 548 $67.5K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 80 shares; 2025Q3: 45 shares; 2025Q4: 85 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $67.2K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 1,466 shares 1,466 $66.1K 0.01% +480 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; 2024Q3: restricted; 2024Q4: 4,745 shares; 2025Q1: 4,745 shares; 2025Q2: 10,295 shares; 2025Q3: 4,033 shares; 2025Q4: 1,688 shares; 2026Q1: 1,635 shares; 2026Q2: 2,029 shares 2,029 $64.9K 0.01% +394 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $64.4K 0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 1,267 shares; 2026Q2: 2,574 shares 2,574 $63.9K 0.01% +1,307 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 107 shares; 2025Q3: 101 shares; 2025Q4: 69 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $62.5K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 486 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 422 shares; 2026Q2: 402 shares 402 $61.3K 0.01% -20 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,168 shares; 2026Q1: 1,796 shares; 2026Q2: 2,288 shares 2,288 $60.4K 0.01% +492 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,043 shares; 2025Q1: not reported; 2025Q2: 2,655 shares; 2025Q3: 2,511 shares; 2025Q4: 2,581 shares; 2026Q1: 2,546 shares; 2026Q2: 2,546 shares 2,546 $60.4K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $60.2K 0.01% 0 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares; 2026Q2: 1,583 shares 1,583 $59.5K 0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $58.1K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 71 shares; 2025Q1: 508 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $57.7K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 137 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $56.9K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 6,800 shares; 2025Q4: 1,500 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $56.5K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,659 shares; 2025Q1: 4,578 shares; 2025Q2: 4,570 shares; 2025Q3: 4,163 shares; 2025Q4: 3,036 shares; 2026Q1: 1,872 shares; 2026Q2: 275 shares 275 $56.4K <0.01% -1,597 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,466 shares; 2025Q1: 1,144 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares 1,046 $55.2K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 104 shares; 2026Q2: 106 shares 106 $54.6K <0.01% +2 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,183 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 196 shares; 2025Q4: 226 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $54K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 354 shares 354 $52.3K <0.01% -48 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 581 shares; 2025Q2: 584 shares; 2025Q3: 511 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 443 shares 443 $52.1K <0.01% -61 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $51.8K <0.01% 0 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $51.3K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 769 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 789 shares; 2026Q2: 789 shares 789 $49.7K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $48.4K <0.01% 0 Timeline GINN 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; 2024Q3: restricted; 2024Q4: 735 shares; 2025Q1: 673 shares; 2025Q2: 627 shares; 2025Q3: 612 shares; 2025Q4: 527 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $48.2K <0.01% 0 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 25 shares; 2025Q2: 623 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 589 shares 589 $48K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 138 shares; 2025Q2: 438 shares; 2025Q3: 138 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $46.5K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares; 2026Q2: 459 shares 459 $46.3K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 377 shares; 2025Q1: 49 shares; 2025Q2: 18 shares; 2025Q3: 58 shares; 2025Q4: 68 shares; 2026Q1: 177 shares; 2026Q2: 229 shares 229 $46.2K <0.01% +52 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $45.6K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 582 shares; 2026Q2: 582 shares 582 $45.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 417 shares 417 $44.9K <0.01% +68 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; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $44.3K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 370 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 521 shares 521 $42.9K <0.01% +169 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $42.5K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,380 shares; 2025Q1: 2,487 shares; 2025Q2: 2,245 shares; 2025Q3: 2,180 shares; 2025Q4: 1,081 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $41.3K <0.01% 0 Timeline FV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $40.6K <0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,883 shares 1,883 $39.6K <0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93 shares; 2026Q1: 420 shares; 2026Q2: 653 shares 653 $39.4K <0.01% +233 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; 2024Q3: restricted; 2024Q4: 646 shares; 2025Q1: 710 shares; 2025Q2: 715 shares; 2025Q3: 115 shares; 2025Q4: 105 shares; 2026Q1: 109 shares; 2026Q2: 124 shares 124 $39K <0.01% +15 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares 61 $39K <0.01% new 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; 2024Q3: restricted; 2024Q4: 173 shares; 2025Q1: 169 shares; 2025Q2: 147 shares; 2025Q3: 194 shares; 2025Q4: 147 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $38.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 87 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $37.9K <0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,451 shares; 2026Q2: 1,451 shares 1,451 $37.9K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,601 shares; 2025Q1: 5,601 shares; 2025Q2: 5,201 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 230 shares 230 $35.9K <0.01% -21 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 873 shares; 2026Q2: 1,102 shares 1,102 $35.9K <0.01% +229 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $35.7K <0.01% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $35.4K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 841 shares; 2025Q2: 325 shares; 2025Q3: 383 shares; 2025Q4: 460 shares; 2026Q1: 481 shares; 2026Q2: 489 shares 489 $35.3K <0.01% +8 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 2,967 shares; 2026Q1: 1,477 shares; 2026Q2: 690 shares 690 $34.9K <0.01% -787 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $34.9K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 431 shares 431 $34.6K <0.01% +141 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 288 shares; 2026Q2: 339 shares 339 $34K <0.01% +51 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $33.4K <0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $31.9K <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; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 300 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $31.5K <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; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 699 shares; 2025Q3: 619 shares; 2025Q4: 696 shares; 2026Q1: 326 shares; 2026Q2: 354 shares 354 $31.4K <0.01% +28 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,771 shares; 2026Q1: 1,771 shares; 2026Q2: 1,771 shares 1,771 $31.2K <0.01% 0 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $31.2K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,620 shares; 2025Q1: 1,625 shares; 2025Q2: 1,620 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $30.4K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $30.3K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $30K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 371 shares; 2026Q1: 370 shares; 2026Q2: 355 shares 355 $29.6K <0.01% -15 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; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 175 shares; 2025Q2: 169 shares; 2025Q3: 63 shares; 2025Q4: 65 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $29.4K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $28.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $28.7K <0.01% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $27.7K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $27.6K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 62 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $27.5K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,634 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 160 shares; 2025Q4: 144 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $27.3K <0.01% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $27K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 960 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 170 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $26.8K <0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $26.7K <0.01% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $26.5K <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; 2024Q3: restricted; 2024Q4: 7,005 shares; 2025Q1: 7,018 shares; 2025Q2: 7,005 shares; 2025Q3: not reported; 2025Q4: 543 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $24.6K <0.01% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $24K <0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $23.6K <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; 2024Q3: restricted; 2024Q4: 691 shares; 2025Q1: 694 shares; 2025Q2: 691 shares; 2025Q3: 24 shares; 2025Q4: 178 shares; 2026Q1: 164 shares; 2026Q2: 152 shares 152 $23.4K <0.01% -12 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: not reported; 2026Q2: 463 shares 463 $23.4K <0.01% new 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; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 37 shares; 2026Q1: 26 shares; 2026Q2: 104 shares 104 $23.3K <0.01% +78 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 67 shares; 2025Q4: 97 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $22.4K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $22.2K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 346 shares; 2025Q1: 212 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 184 shares; 2026Q2: 195 shares 195 $22K <0.01% +11 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $21.8K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $21K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $20.9K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $20.9K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $20.9K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $20.7K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 1,013 shares; 2025Q3: 1,050 shares; 2025Q4: 862 shares; 2026Q1: 977 shares; 2026Q2: 977 shares 977 $20.5K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 504 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $20.5K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 31 shares 31 $20.3K <0.01% -31 Timeline TDIV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $20K <0.01% 0 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares; 2026Q2: 1,451 shares 1,451 $19.9K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 45 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $19.6K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 4,415 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $19.6K <0.01% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $19.5K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 291 shares; 2026Q2: 146 shares 146 $19.2K <0.01% -145 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares 576 $19.2K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 128 shares; 2026Q2: 232 shares 232 $18.8K <0.01% +104 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $18.5K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $17.8K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: 186 shares; 2026Q1: 88 shares; 2026Q2: 81 shares 81 $17.2K <0.01% -7 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $17.2K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 1,263 shares; 2025Q3: 712 shares; 2025Q4: 234 shares; 2026Q1: 198 shares; 2026Q2: 171 shares 171 $16.8K <0.01% -27 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $16.6K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 168 shares; 2025Q1: 27 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 290 shares; 2026Q2: 153 shares 153 $16.4K <0.01% -137 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: 298 shares; 2025Q4: 360 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $16.2K <0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 163 shares; 2026Q2: 157 shares 157 $15.6K <0.01% -6 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 193 shares; 2026Q2: 250 shares 250 $15.3K <0.01% +57 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 298 shares 298 $15.1K <0.01% -40 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 100 shares 100 $14.6K <0.01% -20 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 705 shares; 2025Q3: 1,135 shares; 2025Q4: 315 shares; 2026Q1: 309 shares; 2026Q2: 307 shares 307 $14.1K <0.01% -2 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $14.1K <0.01% 0 Timeline FTGS 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 363 shares 363 $13.4K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $13.2K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 143 shares 143 $13.2K <0.01% +53 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73 shares 73 $13.1K <0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $12.8K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 75 shares; 2026Q2: 20 shares 20 $12.5K <0.01% -55 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $12.2K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $12.2K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,242 shares; 2025Q1: 21,880 shares; 2025Q2: 22,072 shares; 2025Q3: 21,361 shares; 2025Q4: 170 shares; 2026Q1: 100 shares; 2026Q2: 36 shares 36 $12.2K <0.01% -64 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 74 shares 74 $12.2K <0.01% -20 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $12.2K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 663 shares; 2026Q1: 617 shares; 2026Q2: 162 shares 162 $12.1K <0.01% -455 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,271 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares; 2026Q2: 1,271 shares 1,271 $11.9K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $11.8K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $11.3K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $11.2K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $11.2K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $11.1K <0.01% 0 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 55 shares; 2026Q2: 69 shares 69 $11.1K <0.01% +14 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $11K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $10.9K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $10.9K <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; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $10.6K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 19 shares; 2026Q2: 20 shares 20 $10.6K <0.01% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91 shares; 2025Q4: 122 shares; 2026Q1: 99 shares; 2026Q2: 113 shares 113 $10.6K <0.01% +14 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $10.4K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $10.4K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 916 shares; 2025Q1: 913 shares; 2025Q2: 887 shares; 2025Q3: 33 shares; 2025Q4: 67 shares; 2026Q1: 50 shares; 2026Q2: 62 shares 62 $10.3K <0.01% +12 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 70 shares; 2026Q1: not reported; 2026Q2: 43 shares 43 $10.2K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 205 shares 205 $10.1K <0.01% -245 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 831 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $10.1K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 410 shares; 2026Q2: 742 shares 742 $9.91K <0.01% +332 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27 shares; 2025Q1: 155 shares; 2025Q2: 15 shares; 2025Q3: 62 shares; 2025Q4: 139 shares; 2026Q1: 67 shares; 2026Q2: 45 shares 45 $9.74K <0.01% -22 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128 shares 128 $9.73K <0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $9.63K <0.01% 0 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $9.62K <0.01% 0 Timeline SDVY 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $9.49K <0.01% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $9.45K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 480 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $9.13K <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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 164 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 47 shares 47 $9.08K <0.01% -127 Timeline