SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632,625 shares; 2024Q4: 615,674 shares; 2025Q1: 607,119 shares; 2025Q2: 601,208 shares; 2025Q3: 596,691 shares; 2025Q4: 587,702 shares; 2026Q1: 637,970 shares 637,970 $415M 9.01% +50,268 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,805,322 shares; 2024Q4: 3,798,305 shares; 2025Q1: 3,788,245 shares; 2025Q2: 3,796,616 shares; 2025Q3: 3,798,130 shares; 2025Q4: 3,811,621 shares; 2026Q1: 3,889,097 shares 3,889,097 $378M 8.21% +77,476 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914,767 shares; 2024Q4: 890,840 shares; 2025Q1: 868,950 shares; 2025Q2: 838,266 shares; 2025Q3: 828,158 shares; 2025Q4: 822,617 shares; 2026Q1: 860,460 shares 860,460 $213M 4.63% +37,843 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,091 shares; 2024Q4: 196,617 shares; 2025Q1: 240,875 shares; 2025Q2: 269,806 shares; 2025Q3: 286,899 shares; 2025Q4: 316,444 shares; 2026Q1: 341,293 shares 341,293 $204M 4.43% +24,849 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587,069 shares; 2024Q4: 1,584,791 shares; 2025Q1: 1,516,188 shares; 2025Q2: 1,515,241 shares; 2025Q3: 1,571,499 shares; 2025Q4: 1,611,901 shares; 2026Q1: 1,722,589 shares 1,722,589 $149M 3.24% +110,688 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361,908 shares; 2024Q4: 1,369,900 shares; 2025Q1: 1,374,601 shares; 2025Q2: 1,394,825 shares; 2025Q3: 1,426,860 shares; 2025Q4: 1,433,840 shares; 2026Q1: 1,583,689 shares 1,583,689 $117M 2.53% +149,849 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,473 shares; 2024Q4: 133,782 shares; 2025Q1: 133,213 shares; 2025Q2: 131,452 shares; 2025Q3: 131,513 shares; 2025Q4: 129,949 shares; 2026Q1: 164,330 shares 164,330 $107M 2.33% +34,381 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,428 shares; 2024Q4: 434,285 shares; 2025Q1: 435,365 shares; 2025Q2: 435,607 shares; 2025Q3: 435,268 shares; 2025Q4: 428,293 shares; 2026Q1: 439,558 shares 439,558 $104M 2.26% +11,265 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,504 shares; 2024Q4: 329,305 shares; 2025Q1: 337,850 shares; 2025Q2: 341,099 shares; 2025Q3: 339,614 shares; 2025Q4: 331,808 shares; 2026Q1: 396,465 shares 396,465 $101M 2.18% +64,657 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,652 shares; 2024Q4: 276,967 shares; 2025Q1: 275,050 shares; 2025Q2: 275,620 shares; 2025Q3: 280,811 shares; 2025Q4: 276,015 shares; 2026Q1: 290,404 shares 290,404 $93.2M 2.02% +14,389 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,458 shares; 2024Q4: 249,903 shares; 2025Q1: 248,562 shares; 2025Q2: 247,705 shares; 2025Q3: 246,924 shares; 2025Q4: 239,869 shares; 2026Q1: 260,127 shares 260,127 $92.8M 2.01% +20,258 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,338 shares; 2024Q4: 777,876 shares; 2025Q1: 746,275 shares; 2025Q2: 768,291 shares; 2025Q3: 811,834 shares; 2025Q4: 868,268 shares; 2026Q1: 956,091 shares 956,091 $86.6M 1.88% +87,823 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781,581 shares; 2024Q4: 750,384 shares; 2025Q1: 716,473 shares; 2025Q2: 709,464 shares; 2025Q3: 707,619 shares; 2025Q4: 702,790 shares; 2026Q1: 757,575 shares 757,575 $73.6M 1.6% +54,785 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,979 shares; 2024Q4: 710,062 shares; 2025Q1: 693,759 shares; 2025Q2: 712,922 shares; 2025Q3: 747,248 shares; 2025Q4: 847,317 shares; 2026Q1: 939,954 shares 939,954 $72.5M 1.57% +92,637 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226,122 shares; 2024Q4: 1,388,227 shares; 2025Q1: 1,362,560 shares; 2025Q2: 1,235,515 shares; 2025Q3: 1,141,191 shares; 2025Q4: 1,160,606 shares; 2026Q1: 1,168,718 shares 1,168,718 $69.1M 1.5% +8,112 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,712 shares; 2024Q4: 479,822 shares; 2025Q1: 488,995 shares; 2025Q2: 487,552 shares; 2025Q3: 496,267 shares; 2025Q4: 526,045 shares; 2026Q1: 565,061 shares 565,061 $57.5M 1.25% +39,016 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,523 shares; 2024Q4: 104,638 shares; 2025Q1: 126,697 shares; 2025Q2: 142,798 shares; 2025Q3: 150,511 shares; 2025Q4: 171,973 shares; 2026Q1: 199,553 shares 199,553 $57.3M 1.24% +27,580 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,951 shares; 2024Q4: 139,357 shares; 2025Q1: 137,927 shares; 2025Q2: 128,978 shares; 2025Q3: 129,196 shares; 2025Q4: 127,301 shares; 2026Q1: 130,501 shares 130,501 $55.6M 1.21% +3,200 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,140 shares; 2025Q1: 185,460 shares; 2025Q2: 308,028 shares; 2025Q3: 332,090 shares; 2025Q4: 417,552 shares; 2026Q1: 537,549 shares 537,549 $53.8M 1.17% +119,997 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,050 shares; 2024Q4: 362,805 shares; 2025Q1: 386,185 shares; 2025Q2: 428,714 shares; 2025Q3: 553,766 shares; 2025Q4: 661,418 shares; 2026Q1: 716,030 shares 716,030 $53.5M 1.16% +54,612 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,774 shares; 2024Q4: 89,368 shares; 2025Q1: 88,347 shares; 2025Q2: 86,652 shares; 2025Q3: 86,664 shares; 2025Q4: 85,655 shares; 2026Q1: 88,496 shares 88,496 $51.1M 1.11% +2,841 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,505 shares; 2024Q4: 731,310 shares; 2025Q1: 708,737 shares; 2025Q2: 697,291 shares; 2025Q3: 693,955 shares; 2025Q4: 696,149 shares; 2026Q1: 696,635 shares 696,635 $47.7M 1.04% +486 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,853 shares; 2024Q4: 295,675 shares; 2025Q1: 298,168 shares; 2025Q2: 299,320 shares; 2025Q3: 306,318 shares; 2025Q4: 305,140 shares; 2026Q1: 313,946 shares 313,946 $47.5M 1.03% +8,806 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,138 shares; 2024Q4: 349,331 shares; 2025Q1: 342,268 shares; 2025Q2: 337,660 shares; 2025Q3: 330,633 shares; 2025Q4: 319,361 shares; 2026Q1: 315,369 shares 315,369 $46M 1% -3,992 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,068 shares; 2024Q4: 289,605 shares; 2025Q1: 278,190 shares; 2025Q2: 266,461 shares; 2025Q3: 258,535 shares; 2025Q4: 243,727 shares; 2026Q1: 237,810 shares 237,810 $45.1M 0.98% -5,917 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,873 shares; 2024Q4: 121,942 shares; 2025Q1: 126,101 shares; 2025Q2: 131,788 shares; 2025Q3: 134,737 shares; 2025Q4: 147,512 shares; 2026Q1: 167,650 shares 167,650 $43.9M 0.95% +20,138 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,095 shares; 2024Q4: 319,992 shares; 2025Q1: 326,156 shares; 2025Q2: 329,913 shares; 2025Q3: 334,634 shares; 2025Q4: 322,291 shares; 2026Q1: 337,497 shares 337,497 $43.2M 0.94% +15,206 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,448 shares; 2024Q4: 107,973 shares; 2025Q1: 106,896 shares; 2025Q2: 104,873 shares; 2025Q3: 101,867 shares; 2025Q4: 99,402 shares; 2026Q1: 97,887 shares 97,887 $42.1M 0.91% -1,515 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,898 shares; 2024Q4: 111,053 shares; 2025Q1: 113,749 shares; 2025Q2: 115,669 shares; 2025Q3: 122,209 shares; 2025Q4: 153,186 shares; 2026Q1: 170,935 shares 170,935 $36.8M 0.8% +17,749 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,670 shares; 2024Q4: 89,825 shares; 2025Q1: 89,832 shares; 2025Q2: 89,901 shares; 2025Q3: 89,298 shares; 2025Q4: 97,919 shares; 2026Q1: 101,968 shares 101,968 $33.5M 0.73% +4,049 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,729 shares; 2024Q4: 71,445 shares; 2025Q1: 72,174 shares; 2025Q2: 72,254 shares; 2025Q3: 70,907 shares; 2025Q4: 71,174 shares; 2026Q1: 82,342 shares 82,342 $30.5M 0.66% +11,168 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,688 shares; 2024Q4: 135,574 shares; 2025Q1: 133,918 shares; 2025Q2: 133,535 shares; 2025Q3: 127,104 shares; 2025Q4: 126,261 shares; 2026Q1: 130,652 shares 130,652 $27.9M 0.61% +4,391 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,974 shares; 2024Q4: 485,523 shares; 2025Q1: 571,191 shares; 2025Q2: 588,862 shares; 2025Q3: 627,337 shares; 2025Q4: 613,613 shares; 2026Q1: 388,864 shares 388,864 $27.8M 0.6% -224,749 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,538 shares; 2024Q4: 127,273 shares; 2025Q1: 128,861 shares; 2025Q2: 128,173 shares; 2025Q3: 127,454 shares; 2025Q4: 127,173 shares; 2026Q1: 133,345 shares 133,345 $27.8M 0.6% +6,172 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,713 shares; 2024Q4: 6,518 shares; 2025Q1: 6,889 shares; 2025Q2: 6,799 shares; 2025Q3: 6,192 shares; 2025Q4: 6,142 shares; 2026Q1: 131,880 shares 131,880 $27.4M 0.6% +125,738 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,128 shares; 2024Q4: 296,011 shares; 2025Q1: 302,350 shares; 2025Q2: 306,824 shares; 2025Q3: 311,574 shares; 2025Q4: 296,752 shares; 2026Q1: 302,605 shares 302,605 $26.7M 0.58% +5,853 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,933 shares; 2024Q4: 439,779 shares; 2025Q1: 436,981 shares; 2025Q2: 436,153 shares; 2025Q3: 421,124 shares; 2025Q4: 397,605 shares; 2026Q1: 352,283 shares 352,283 $24M 0.52% -45,322 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,625 shares; 2024Q4: 60,035 shares; 2025Q1: 59,279 shares; 2025Q2: 59,325 shares; 2025Q3: 60,812 shares; 2025Q4: 119,876 shares; 2026Q1: 177,508 shares 177,508 $23.6M 0.51% +57,632 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,897 shares; 2024Q4: 66,925 shares; 2025Q1: 70,790 shares; 2025Q2: 71,163 shares; 2025Q3: 69,443 shares; 2025Q4: 68,853 shares; 2026Q1: 80,972 shares 80,972 $23.2M 0.5% +12,119 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,983 shares; 2024Q4: 52,892 shares; 2025Q1: 66,803 shares; 2025Q2: 66,477 shares; 2025Q3: 65,963 shares; 2025Q4: 67,162 shares; 2026Q1: 78,306 shares 78,306 $23M 0.5% +11,144 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 32 shares 32 $23M 0.5% -1 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,295 shares; 2024Q4: 46,848 shares; 2025Q1: 46,256 shares; 2025Q2: 44,372 shares; 2025Q3: 44,474 shares; 2025Q4: 44,142 shares; 2026Q1: 45,225 shares 45,225 $20.9M 0.45% +1,083 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,494 shares; 2024Q4: 73,334 shares; 2025Q1: 71,409 shares; 2025Q2: 71,816 shares; 2025Q3: 70,804 shares; 2025Q4: 71,215 shares; 2026Q1: 84,818 shares 84,818 $20.7M 0.45% +13,603 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,719 shares; 2024Q4: 322,093 shares; 2025Q1: 319,196 shares; 2025Q2: 315,405 shares; 2025Q3: 330,217 shares; 2025Q4: 329,124 shares; 2026Q1: 333,721 shares 333,721 $20.7M 0.45% +4,597 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,569 shares; 2024Q4: 61,244 shares; 2025Q1: 63,308 shares; 2025Q2: 63,869 shares; 2025Q3: 62,106 shares; 2025Q4: 62,435 shares; 2026Q1: 68,484 shares 68,484 $19.7M 0.43% +6,049 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,012 shares; 2024Q4: 193,241 shares; 2025Q1: 187,774 shares; 2025Q2: 193,558 shares; 2025Q3: 194,671 shares; 2025Q4: 133,167 shares; 2026Q1: 176,705 shares 176,705 $18.8M 0.41% +43,538 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,726 shares; 2024Q4: 100,343 shares; 2025Q1: 100,000 shares; 2025Q2: 102,383 shares; 2025Q3: 100,430 shares; 2025Q4: 97,843 shares; 2026Q1: 103,237 shares 103,237 $18M 0.39% +5,394 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449,699 shares; 2024Q4: 1,400,075 shares; 2025Q1: 1,368,839 shares; 2025Q2: 1,093,375 shares; 2025Q3: 1,010,905 shares; 2025Q4: 985,063 shares; 2026Q1: 983,692 shares 983,692 $16.7M 0.36% -1,371 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,235 shares; 2024Q4: 75,727 shares; 2025Q1: 78,049 shares; 2025Q2: 80,417 shares; 2025Q3: 81,345 shares; 2025Q4: 83,555 shares; 2026Q1: 98,084 shares 98,084 $16.6M 0.36% +14,529 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,716 shares; 2024Q4: 62,171 shares; 2025Q1: 60,968 shares; 2025Q2: 56,327 shares; 2025Q3: 55,128 shares; 2025Q4: 52,611 shares; 2026Q1: 52,539 shares 52,539 $16.5M 0.36% -72 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,687 shares; 2024Q4: 60,372 shares; 2025Q1: 60,635 shares; 2025Q2: 59,559 shares; 2025Q3: 71,358 shares; 2025Q4: 72,882 shares; 2026Q1: 75,786 shares 75,786 $15.7M 0.34% +2,904 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,680 shares; 2024Q4: 191,521 shares; 2025Q1: 186,024 shares; 2025Q2: 184,526 shares; 2025Q3: 180,466 shares; 2025Q4: 179,950 shares; 2026Q1: 225,836 shares 225,836 $15.3M 0.33% +45,886 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,640 shares; 2024Q4: 159,971 shares; 2025Q1: 145,086 shares; 2025Q2: 146,239 shares; 2025Q3: 149,353 shares; 2025Q4: 172,783 shares; 2026Q1: 217,489 shares 217,489 $15.2M 0.33% +44,706 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,062 shares; 2024Q4: 179,836 shares; 2025Q1: 181,281 shares; 2025Q2: 181,281 shares; 2025Q3: 181,281 shares; 2025Q4: 183,847 shares; 2026Q1: 199,451 shares 199,451 $15M 0.33% +15,604 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,733 shares; 2024Q4: 81,922 shares; 2025Q1: 82,518 shares; 2025Q2: 82,571 shares; 2025Q3: 70,735 shares; 2025Q4: 70,472 shares; 2026Q1: 76,670 shares 76,670 $14.8M 0.32% +6,198 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,038 shares; 2024Q4: 315,038 shares; 2025Q1: 314,579 shares; 2025Q2: 314,579 shares; 2025Q3: 314,579 shares; 2025Q4: 314,579 shares; 2026Q1: 325,496 shares 325,496 $14M 0.3% +10,917 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,016 shares; 2024Q4: 127,177 shares; 2025Q1: 128,693 shares; 2025Q2: 131,102 shares; 2025Q3: 130,417 shares; 2025Q4: 130,026 shares; 2026Q1: 181,673 shares 181,673 $13.8M 0.3% +51,647 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,247 shares; 2024Q4: 23,799 shares; 2025Q1: 23,148 shares; 2025Q2: 23,320 shares; 2025Q3: 22,163 shares; 2025Q4: 21,092 shares; 2026Q1: 27,237 shares 27,237 $13.1M 0.28% +6,145 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,024 shares; 2024Q4: 27,116 shares; 2025Q1: 27,622 shares; 2025Q2: 27,931 shares; 2025Q3: 27,660 shares; 2025Q4: 28,232 shares; 2026Q1: 38,020 shares 38,020 $12.8M 0.28% +9,788 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,247 shares; 2024Q4: 47,157 shares; 2025Q1: 132,675 shares; 2025Q2: 129,254 shares; 2025Q3: 100,057 shares; 2025Q4: 92,349 shares; 2026Q1: 115,953 shares 115,953 $12.8M 0.28% +23,604 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,428 shares; 2024Q4: 57,406 shares; 2025Q1: 57,191 shares; 2025Q2: 56,983 shares; 2025Q3: 56,838 shares; 2025Q4: 56,470 shares; 2026Q1: 78,812 shares 78,812 $12.6M 0.27% +22,342 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,697 shares; 2024Q4: 105,583 shares; 2025Q1: 105,583 shares; 2025Q2: 105,144 shares; 2025Q3: 105,144 shares; 2025Q4: 135,195 shares; 2026Q1: 138,056 shares 138,056 $12.4M 0.27% +2,861 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; 2024Q2: restricted; 2024Q3: 125,606 shares; 2024Q4: 123,376 shares; 2025Q1: 123,072 shares; 2025Q2: 114,047 shares; 2025Q3: 111,071 shares; 2025Q4: 126,567 shares; 2026Q1: 133,926 shares 133,926 $12.3M 0.27% +7,359 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,169 shares; 2024Q4: 196,940 shares; 2025Q1: 195,032 shares; 2025Q2: 180,805 shares; 2025Q3: 175,586 shares; 2025Q4: 167,622 shares; 2026Q1: 154,420 shares 154,420 $11.5M 0.25% -13,202 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,506 shares; 2024Q4: 61,011 shares; 2025Q1: 63,332 shares; 2025Q2: 63,669 shares; 2025Q3: 64,627 shares; 2025Q4: 66,268 shares; 2026Q1: 119,363 shares 119,363 $11.4M 0.25% +53,095 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,321 shares; 2024Q4: 72,526 shares; 2025Q1: 75,800 shares; 2025Q2: 73,959 shares; 2025Q3: 76,425 shares; 2025Q4: 73,850 shares; 2026Q1: 76,449 shares 76,449 $11.3M 0.25% +2,599 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,116 shares; 2024Q4: 37,142 shares; 2025Q1: 35,307 shares; 2025Q2: 30,277 shares; 2025Q3: 76,273 shares; 2025Q4: 90,499 shares; 2026Q1: 93,104 shares 93,104 $11.2M 0.24% +2,605 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,045 shares; 2024Q4: 45,606 shares; 2025Q1: 46,783 shares; 2025Q2: 46,761 shares; 2025Q3: 47,573 shares; 2025Q4: 48,614 shares; 2026Q1: 92,663 shares 92,663 $11M 0.24% +44,049 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,899 shares; 2024Q4: 291,236 shares; 2025Q1: 345,638 shares; 2025Q2: 348,632 shares; 2025Q3: 271,588 shares; 2025Q4: 236,758 shares; 2026Q1: 216,131 shares 216,131 $10.8M 0.23% -20,627 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,420 shares; 2024Q4: 10,678 shares; 2025Q1: 10,762 shares; 2025Q2: 10,734 shares; 2025Q3: 10,778 shares; 2025Q4: 11,534 shares; 2026Q1: 11,646 shares 11,646 $10.7M 0.23% +112 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,562 shares; 2024Q4: 64,587 shares; 2025Q1: 67,258 shares; 2025Q2: 68,889 shares; 2025Q3: 68,062 shares; 2025Q4: 69,680 shares; 2026Q1: 85,075 shares 85,075 $10.6M 0.23% +15,395 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,914 shares; 2024Q4: 170,911 shares; 2025Q1: 169,600 shares; 2025Q2: 165,227 shares; 2025Q3: 161,680 shares; 2025Q4: 154,414 shares; 2026Q1: 211,038 shares 211,038 $10.4M 0.23% +56,624 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,623 shares; 2024Q4: 25,663 shares; 2025Q1: 25,573 shares; 2025Q2: 25,202 shares; 2025Q3: 25,216 shares; 2025Q4: 25,413 shares; 2026Q1: 32,591 shares 32,591 $9.86M 0.21% +7,178 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,903 shares; 2024Q4: 84,236 shares; 2025Q1: 82,140 shares; 2025Q2: 82,124 shares; 2025Q3: 86,267 shares; 2025Q4: 82,086 shares; 2026Q1: 87,266 shares 87,266 $9.8M 0.21% +5,180 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,618 shares; 2024Q4: 89,449 shares; 2025Q1: 88,146 shares; 2025Q2: 87,381 shares; 2025Q3: 88,661 shares; 2025Q4: 84,996 shares; 2026Q1: 83,306 shares 83,306 $9.45M 0.21% -1,690 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,496 shares; 2024Q4: 79,393 shares; 2025Q1: 95,801 shares; 2025Q2: 96,983 shares; 2025Q3: 95,500 shares; 2025Q4: 96,022 shares; 2026Q1: 100,178 shares 100,178 $9.41M 0.2% +4,156 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,061 shares; 2024Q4: 191,983 shares; 2025Q1: 135,613 shares; 2025Q2: 135,613 shares; 2025Q3: 135,613 shares; 2025Q4: 162,657 shares; 2026Q1: 131,886 shares 131,886 $9.27M 0.2% -30,771 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,332 shares; 2024Q4: 344,270 shares; 2025Q1: 338,309 shares; 2025Q2: 312,993 shares; 2025Q3: 313,463 shares; 2025Q4: 299,536 shares; 2026Q1: 299,020 shares 299,020 $9.07M 0.2% -516 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,993 shares; 2024Q4: 66,909 shares; 2025Q1: 65,516 shares; 2025Q2: 65,238 shares; 2025Q3: 65,572 shares; 2025Q4: 63,442 shares; 2026Q1: 65,010 shares 65,010 $9.06M 0.2% +1,568 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,301 shares; 2024Q4: 155,172 shares; 2025Q1: 158,089 shares; 2025Q2: 159,085 shares; 2025Q3: 175,068 shares; 2025Q4: 168,190 shares; 2026Q1: 173,816 shares 173,816 $8.73M 0.19% +5,626 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,406 shares; 2024Q4: 8,411 shares; 2025Q1: 8,361 shares; 2025Q2: 8,361 shares; 2025Q3: 8,404 shares; 2025Q4: 8,454 shares; 2026Q1: 13,814 shares 13,814 $8.52M 0.18% +5,360 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,131 shares; 2024Q4: 50,015 shares; 2025Q1: 50,014 shares; 2025Q2: 50,808 shares; 2025Q3: 50,572 shares; 2025Q4: 49,851 shares; 2026Q1: 58,370 shares 58,370 $8.43M 0.18% +8,519 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843,319 shares; 2024Q4: 843,319 shares; 2025Q1: 842,953 shares; 2025Q2: 842,953 shares; 2025Q3: 842,953 shares; 2025Q4: 842,953 shares; 2026Q1: 842,953 shares 842,953 $8.38M 0.18% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,975 shares; 2024Q4: 99,858 shares; 2025Q1: 109,512 shares; 2025Q2: 110,770 shares; 2025Q3: 110,928 shares; 2025Q4: 108,953 shares; 2026Q1: 115,537 shares 115,537 $8.3M 0.18% +6,584 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,160 shares; 2024Q4: 52,301 shares; 2025Q1: 109,454 shares; 2025Q2: 112,264 shares; 2025Q3: 140,804 shares; 2025Q4: 178,499 shares; 2026Q1: 171,632 shares 171,632 $8.25M 0.18% -6,867 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,051 shares; 2024Q4: 24,195 shares; 2025Q1: 24,365 shares; 2025Q2: 23,861 shares; 2025Q3: 23,311 shares; 2025Q4: 22,744 shares; 2026Q1: 42,374 shares 42,374 $8.23M 0.18% +19,630 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,538 shares; 2024Q4: 146,321 shares; 2025Q1: 144,534 shares; 2025Q2: 137,977 shares; 2025Q3: 133,453 shares; 2025Q4: 131,173 shares; 2026Q1: 130,373 shares 130,373 $8.17M 0.18% -800 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,531 shares; 2025Q1: 20,406 shares; 2025Q2: 40,889 shares; 2025Q3: 42,259 shares; 2025Q4: 44,707 shares; 2026Q1: 48,749 shares 48,749 $8.15M 0.18% +4,042 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,457 shares; 2024Q4: 73,222 shares; 2025Q1: 72,017 shares; 2025Q2: 74,976 shares; 2025Q3: 71,733 shares; 2025Q4: 65,558 shares; 2026Q1: 73,086 shares 73,086 $7.8M 0.17% +7,528 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,718 shares; 2024Q4: 13,178 shares; 2025Q1: 13,541 shares; 2025Q2: 13,832 shares; 2025Q3: 13,643 shares; 2025Q4: 12,207 shares; 2026Q1: 13,532 shares 13,532 $7.74M 0.17% +1,325 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,918 shares; 2025Q1: 10,762 shares; 2025Q2: 17,126 shares; 2025Q3: 18,127 shares; 2025Q4: 19,624 shares; 2026Q1: 33,690 shares 33,690 $7.72M 0.17% +14,066 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,133 shares; 2024Q4: 424,643 shares; 2025Q1: 400,243 shares; 2025Q2: 398,197 shares; 2025Q3: 381,362 shares; 2025Q4: 352,579 shares; 2026Q1: 337,932 shares 337,932 $7.65M 0.17% -14,647 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,000 shares; 2025Q3: 70,322 shares; 2025Q4: 113,104 shares; 2026Q1: 114,948 shares 114,948 $7.56M 0.16% +1,844 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 39,420 shares; 2025Q1: 39,848 shares; 2025Q2: 40,794 shares; 2025Q3: 39,945 shares; 2025Q4: 39,795 shares; 2026Q1: 51,247 shares 51,247 $7.54M 0.16% +11,452 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,428 shares; 2024Q4: 37,617 shares; 2025Q1: 29,695 shares; 2025Q2: 29,757 shares; 2025Q3: 29,218 shares; 2025Q4: 28,240 shares; 2026Q1: 27,523 shares 27,523 $7.32M 0.16% -717 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,502 shares; 2025Q1: 14,955 shares; 2025Q2: 21,863 shares; 2025Q3: 27,811 shares; 2025Q4: 51,937 shares; 2026Q1: 64,245 shares 64,245 $7.05M 0.15% +12,308 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,733 shares; 2024Q4: 140,958 shares; 2025Q1: 119,149 shares; 2025Q2: 109,287 shares; 2025Q3: 106,830 shares; 2025Q4: 105,704 shares; 2026Q1: 107,358 shares 107,358 $6.95M 0.15% +1,654 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,160 shares; 2024Q4: 31,631 shares; 2025Q1: 31,851 shares; 2025Q2: 32,216 shares; 2025Q3: 36,454 shares; 2025Q4: 36,068 shares; 2026Q1: 43,678 shares 43,678 $6.78M 0.15% +7,610 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,591 shares; 2024Q4: 19,429 shares; 2025Q1: 5,070 shares; 2025Q2: 6,094 shares; 2025Q3: 6,060 shares; 2025Q4: 21,371 shares; 2026Q1: 19,051 shares 19,051 $6.58M 0.14% -2,320 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,438 shares; 2024Q4: 20,789 shares; 2025Q1: 20,041 shares; 2025Q2: 20,901 shares; 2025Q3: 19,149 shares; 2025Q4: 19,404 shares; 2026Q1: 21,170 shares 21,170 $6.55M 0.14% +1,766 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,820 shares; 2024Q4: 65,431 shares; 2025Q1: 63,589 shares; 2025Q2: 63,151 shares; 2025Q3: 56,623 shares; 2025Q4: 60,354 shares; 2026Q1: 70,536 shares 70,536 $6.55M 0.14% +10,182 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 11,771 shares; 2025Q1: 11,771 shares; 2025Q2: 11,771 shares; 2025Q3: 11,771 shares; 2025Q4: 11,771 shares; 2026Q1: 11,904 shares 11,904 $6.42M 0.14% +133 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,581 shares; 2024Q4: 79,926 shares; 2025Q1: 94,402 shares; 2025Q2: 136,569 shares; 2025Q3: 136,602 shares; 2025Q4: 137,054 shares; 2026Q1: 155,713 shares 155,713 $6.39M 0.14% +18,659 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,602 shares; 2024Q4: 30,213 shares; 2025Q1: 28,718 shares; 2025Q2: 28,013 shares; 2025Q3: 28,662 shares; 2025Q4: 27,181 shares; 2026Q1: 38,023 shares 38,023 $6.15M 0.13% +10,842 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,472 shares; 2026Q1: 76,372 shares 76,372 $6.12M 0.13% +900 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,049 shares; 2024Q4: 22,065 shares; 2025Q1: 22,776 shares; 2025Q2: 23,194 shares; 2025Q3: 23,103 shares; 2025Q4: 23,267 shares; 2026Q1: 27,977 shares 27,977 $6.08M 0.13% +4,710 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,854 shares; 2024Q4: 15,548 shares; 2025Q1: 15,573 shares; 2025Q2: 15,695 shares; 2025Q3: 15,682 shares; 2025Q4: 15,495 shares; 2026Q1: 18,422 shares 18,422 $6.05M 0.13% +2,927 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,123 shares; 2024Q4: 104,837 shares; 2025Q1: 96,177 shares; 2025Q2: 93,505 shares; 2025Q3: 91,618 shares; 2025Q4: 90,937 shares; 2026Q1: 105,748 shares 105,748 $6.01M 0.13% +14,811 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,553 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,114 shares; 2026Q1: 74,321 shares 74,321 $5.99M 0.13% -793 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,340 shares; 2025Q1: 19,070 shares; 2025Q2: 26,245 shares; 2025Q3: 49,163 shares; 2025Q4: 59,683 shares; 2026Q1: 64,085 shares 64,085 $5.94M 0.13% +4,402 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 6,606 shares; 2025Q1: 6,546 shares; 2025Q2: 6,591 shares; 2025Q3: 6,586 shares; 2025Q4: 6,725 shares; 2026Q1: 8,376 shares 8,376 $5.93M 0.13% +1,651 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 27,316 shares; 2025Q1: 46,151 shares; 2025Q2: 40,665 shares; 2025Q3: 113,989 shares; 2025Q4: 113,456 shares; 2026Q1: 114,821 shares 114,821 $5.9M 0.13% +1,365 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,595 shares; 2024Q4: 22,595 shares; 2025Q1: 22,595 shares; 2025Q2: 11,463 shares; 2025Q3: 11,282 shares; 2025Q4: 46,874 shares; 2026Q1: 46,849 shares 46,849 $5.6M 0.12% -25 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,622 shares; 2025Q1: 45,178 shares; 2025Q2: 55,933 shares; 2025Q3: 158,472 shares; 2025Q4: 182,209 shares; 2026Q1: 210,016 shares 210,016 $5.59M 0.12% +27,807 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,581 shares; 2024Q4: 101,813 shares; 2025Q1: 101,535 shares; 2025Q2: 101,535 shares; 2025Q3: 101,352 shares; 2025Q4: 101,396 shares; 2026Q1: 104,257 shares 104,257 $5.42M 0.12% +2,861 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,466 shares; 2025Q1: 1,315 shares; 2025Q2: 1,405 shares; 2025Q3: 1,279 shares; 2025Q4: 1,157 shares; 2026Q1: 12,224 shares 12,224 $5.29M 0.11% +11,067 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 9,642 shares; 2025Q1: 32,288 shares; 2025Q2: 35,335 shares; 2025Q3: 40,637 shares; 2025Q4: 45,876 shares; 2026Q1: 54,351 shares 54,351 $5.09M 0.11% +8,475 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,699 shares; 2024Q4: 34,024 shares; 2025Q1: 34,974 shares; 2025Q2: 35,050 shares; 2025Q3: 36,164 shares; 2025Q4: 38,828 shares; 2026Q1: 47,773 shares 47,773 $5.09M 0.11% +8,945 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,734 shares; 2024Q4: 17,594 shares; 2025Q1: 17,628 shares; 2025Q2: 17,819 shares; 2025Q3: 17,456 shares; 2025Q4: 17,389 shares; 2026Q1: 20,813 shares 20,813 $5.04M 0.11% +3,424 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,490 shares; 2024Q4: 65,416 shares; 2025Q1: 56,241 shares; 2025Q2: 56,119 shares; 2025Q3: 37,924 shares; 2025Q4: 37,804 shares; 2026Q1: 37,001 shares 37,001 $5.03M 0.11% -803 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,289 shares; 2024Q4: 48,623 shares; 2025Q1: 49,973 shares; 2025Q2: 51,012 shares; 2025Q3: 50,845 shares; 2025Q4: 55,229 shares; 2026Q1: 63,935 shares 63,935 $4.96M 0.11% +8,706 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,737 shares; 2024Q4: 13,466 shares; 2025Q1: 13,857 shares; 2025Q2: 18,103 shares; 2025Q3: 17,134 shares; 2025Q4: 22,172 shares; 2026Q1: 21,781 shares 21,781 $4.92M 0.11% -391 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 22,243 shares; 2025Q1: 23,280 shares; 2025Q2: 22,758 shares; 2025Q3: 22,688 shares; 2025Q4: 22,598 shares; 2026Q1: 33,273 shares 33,273 $4.88M 0.11% +10,675 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,534 shares; 2024Q4: 19,785 shares; 2025Q1: 18,787 shares; 2025Q2: 19,012 shares; 2025Q3: 18,795 shares; 2025Q4: 18,653 shares; 2026Q1: 25,694 shares 25,694 $4.87M 0.11% +7,041 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,101 shares; 2024Q4: 15,891 shares; 2025Q1: 15,937 shares; 2025Q2: 15,163 shares; 2025Q3: 14,955 shares; 2025Q4: 14,875 shares; 2026Q1: 15,685 shares 15,685 $4.74M 0.1% +810 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,108 shares; 2024Q4: 62,179 shares; 2025Q1: 58,441 shares; 2025Q2: 54,139 shares; 2025Q3: 54,654 shares; 2025Q4: 58,175 shares; 2026Q1: 66,008 shares 66,008 $4.73M 0.1% +7,833 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,921 shares 23,921 $4.72M 0.1% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,830 shares; 2026Q1: 44,008 shares 44,008 $4.7M 0.1% +8,178 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,449 shares; 2025Q1: 4,818 shares; 2025Q2: 4,792 shares; 2025Q3: 4,562 shares; 2025Q4: 4,556 shares; 2026Q1: 4,697 shares 4,697 $4.68M 0.1% +141 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,290 shares; 2024Q4: 31,451 shares; 2025Q1: 31,529 shares; 2025Q2: 31,767 shares; 2025Q3: 32,455 shares; 2025Q4: 33,091 shares; 2026Q1: 45,379 shares 45,379 $4.66M 0.1% +12,288 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,547 shares; 2024Q4: 16,117 shares; 2025Q1: 16,167 shares; 2025Q2: 16,142 shares; 2025Q3: 16,292 shares; 2025Q4: 31,480 shares; 2026Q1: 42,135 shares 42,135 $4.59M 0.1% +10,655 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 10,078 shares; 2025Q1: 9,520 shares; 2025Q2: 9,833 shares; 2025Q3: 9,392 shares; 2025Q4: 9,511 shares; 2026Q1: 13,034 shares 13,034 $4.59M 0.1% +3,523 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,186 shares; 2024Q4: 67,186 shares; 2025Q1: 59,169 shares; 2025Q2: 57,261 shares; 2025Q3: 57,261 shares; 2025Q4: 57,261 shares; 2026Q1: 64,441 shares 64,441 $4.53M 0.1% +7,180 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,850 shares; 2024Q4: 102,044 shares; 2025Q1: 100,495 shares; 2025Q2: 199,818 shares; 2025Q3: 197,209 shares; 2025Q4: 165,250 shares; 2026Q1: 157,305 shares 157,305 $4.52M 0.1% -7,945 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,433 shares; 2024Q4: 31,829 shares; 2025Q1: 32,681 shares; 2025Q2: 32,111 shares; 2025Q3: 31,474 shares; 2025Q4: 30,317 shares; 2026Q1: 36,100 shares 36,100 $4.49M 0.1% +5,783 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,922 shares; 2024Q4: 159,768 shares; 2025Q1: 145,978 shares; 2025Q2: 146,342 shares; 2025Q3: 141,950 shares; 2025Q4: 138,903 shares; 2026Q1: 139,588 shares 139,588 $4.28M 0.09% +685 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,584 shares; 2024Q4: 20,634 shares; 2025Q1: 20,634 shares; 2025Q2: 20,634 shares; 2025Q3: 20,309 shares; 2025Q4: 20,309 shares; 2026Q1: 20,544 shares 20,544 $4.27M 0.09% +235 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,230 shares; 2025Q3: 9,980 shares; 2025Q4: 9,980 shares; 2026Q1: 10,200 shares 10,200 $4.25M 0.09% +220 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,040 shares; 2024Q4: 115,104 shares; 2025Q1: 130,588 shares; 2025Q2: 132,460 shares; 2025Q3: 155,005 shares; 2025Q4: 173,435 shares; 2026Q1: 250,126 shares 250,126 $4.2M 0.09% +76,691 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,969 shares; 2025Q3: 5,788 shares; 2025Q4: 5,539 shares; 2026Q1: 5,378 shares 5,378 $4.16M 0.09% -161 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,481 shares; 2024Q4: 11,841 shares; 2025Q1: 11,730 shares; 2025Q2: 12,378 shares; 2025Q3: 13,770 shares; 2025Q4: 15,734 shares; 2026Q1: 36,873 shares 36,873 $4.11M 0.09% +21,139 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,547 shares; 2024Q4: 155,847 shares; 2025Q1: 154,162 shares; 2025Q2: 154,628 shares; 2025Q3: 154,930 shares; 2025Q4: 147,209 shares; 2026Q1: 141,272 shares 141,272 $4.1M 0.09% -5,937 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,510 shares; 2024Q4: 17,650 shares; 2025Q1: 17,221 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 11,304 shares; 2026Q1: 11,331 shares 11,331 $4.04M 0.09% +27 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,790 shares; 2024Q4: 28,068 shares; 2025Q1: 30,772 shares; 2025Q2: 31,231 shares; 2025Q3: 32,717 shares; 2025Q4: 64,804 shares; 2026Q1: 86,955 shares 86,955 $3.99M 0.09% +22,151 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 17,446 shares; 2025Q1: 18,450 shares; 2025Q2: 22,239 shares; 2025Q3: 22,272 shares; 2025Q4: 21,963 shares; 2026Q1: 29,846 shares 29,846 $3.91M 0.08% +7,883 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,278 shares; 2024Q4: 21,750 shares; 2025Q1: 18,327 shares; 2025Q2: 18,495 shares; 2025Q3: 19,216 shares; 2025Q4: 20,947 shares; 2026Q1: 28,790 shares 28,790 $3.91M 0.08% +7,843 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,277 shares; 2024Q4: 36,004 shares; 2025Q1: 35,414 shares; 2025Q2: 30,472 shares; 2025Q3: 30,621 shares; 2025Q4: 30,456 shares; 2026Q1: 31,089 shares 31,089 $3.9M 0.08% +633 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,584 shares; 2024Q4: 73,907 shares; 2025Q1: 135,570 shares; 2025Q2: 136,574 shares; 2025Q3: 137,303 shares; 2025Q4: 136,722 shares; 2026Q1: 136,694 shares 136,694 $3.89M 0.08% -28 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,118 shares; 2024Q4: 15,118 shares; 2025Q1: 15,618 shares; 2025Q2: 15,618 shares; 2025Q3: 15,696 shares; 2025Q4: 15,694 shares; 2026Q1: 15,887 shares 15,887 $3.88M 0.08% +193 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,760 shares 39,760 $3.83M 0.08% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,715 shares; 2024Q4: 34,391 shares; 2025Q1: 33,598 shares; 2025Q2: 32,906 shares; 2025Q3: 33,081 shares; 2025Q4: 32,071 shares; 2026Q1: 46,241 shares 46,241 $3.79M 0.08% +14,170 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,673 shares; 2024Q4: 14,929 shares; 2025Q1: 14,775 shares; 2025Q2: 14,927 shares; 2025Q3: 14,618 shares; 2025Q4: 14,329 shares; 2026Q1: 13,918 shares 13,918 $3.77M 0.08% -411 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,991 shares; 2024Q4: 22,656 shares; 2025Q1: 22,856 shares; 2025Q2: 22,756 shares; 2025Q3: 22,756 shares; 2025Q4: 22,890 shares; 2026Q1: 24,066 shares 24,066 $3.68M 0.08% +1,176 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,573 shares; 2024Q4: 51,709 shares; 2025Q1: 51,009 shares; 2025Q2: 51,553 shares; 2025Q3: 52,217 shares; 2025Q4: 51,416 shares; 2026Q1: 48,658 shares 48,658 $3.62M 0.08% -2,758 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 7,482 shares; 2025Q1: 7,492 shares; 2025Q2: 7,551 shares; 2025Q3: 7,492 shares; 2025Q4: 7,646 shares; 2026Q1: 11,321 shares 11,321 $3.6M 0.08% +3,675 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 30,421 shares; 2025Q1: 33,568 shares; 2025Q2: 41,470 shares; 2025Q3: 29,161 shares; 2025Q4: 28,894 shares; 2026Q1: 30,288 shares 30,288 $3.6M 0.08% +1,394 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 4,690 shares; 2025Q1: 5,564 shares; 2025Q2: 25,644 shares; 2025Q3: 26,091 shares; 2025Q4: 27,519 shares; 2026Q1: 27,578 shares 27,578 $3.51M 0.08% +59 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,330 shares; 2024Q4: 40,034 shares; 2025Q1: 39,601 shares; 2025Q2: 43,722 shares; 2025Q3: 43,733 shares; 2025Q4: 44,190 shares; 2026Q1: 54,459 shares 54,459 $3.49M 0.08% +10,269 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,079 shares; 2025Q1: 39,000 shares; 2025Q2: 39,020 shares; 2025Q3: 50,359 shares; 2025Q4: 40,402 shares; 2026Q1: 38,059 shares 38,059 $3.44M 0.07% -2,343 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,439 shares; 2024Q4: 35,029 shares; 2025Q1: 34,704 shares; 2025Q2: 30,209 shares; 2025Q3: 28,854 shares; 2025Q4: 29,558 shares; 2026Q1: 31,379 shares 31,379 $3.42M 0.07% +1,821 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,955 shares; 2024Q4: 32,545 shares; 2025Q1: 32,578 shares; 2025Q2: 30,922 shares; 2025Q3: 29,925 shares; 2025Q4: 29,210 shares; 2026Q1: 33,467 shares 33,467 $3.32M 0.07% +4,257 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,340 shares; 2024Q4: 23,335 shares; 2025Q1: 22,648 shares; 2025Q2: 22,501 shares; 2025Q3: 22,165 shares; 2025Q4: 43,530 shares; 2026Q1: 65,900 shares 65,900 $3.29M 0.07% +22,370 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,059 shares; 2025Q3: 52,293 shares; 2025Q4: 53,682 shares; 2026Q1: 52,383 shares 52,383 $3.27M 0.07% -1,299 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,327 shares; 2024Q4: 32,820 shares; 2025Q1: 31,149 shares; 2025Q2: 28,775 shares; 2025Q3: 28,094 shares; 2025Q4: 27,334 shares; 2026Q1: 29,523 shares 29,523 $3.26M 0.07% +2,189 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,312 shares; 2025Q2: 4,156 shares; 2025Q3: 5,624 shares; 2025Q4: 7,332 shares; 2026Q1: 13,635 shares 13,635 $3.24M 0.07% +6,303 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,703 shares; 2025Q1: 51,845 shares; 2025Q2: 52,300 shares; 2025Q3: 52,591 shares; 2025Q4: 52,363 shares; 2026Q1: 52,374 shares 52,374 $3.21M 0.07% +11 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 16,494 shares; 2025Q1: 16,278 shares; 2025Q2: 16,278 shares; 2025Q3: 16,278 shares; 2025Q4: 16,375 shares; 2026Q1: 19,723 shares 19,723 $3.19M 0.07% +3,348 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,913 shares; 2024Q4: 30,390 shares; 2025Q1: 30,059 shares; 2025Q2: 31,550 shares; 2025Q3: 31,836 shares; 2025Q4: 34,709 shares; 2026Q1: 57,888 shares 57,888 $3.13M 0.07% +23,179 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,931 shares; 2024Q4: 24,931 shares; 2025Q1: 25,731 shares; 2025Q2: 25,731 shares; 2025Q3: 25,577 shares; 2025Q4: 25,524 shares; 2026Q1: 28,432 shares 28,432 $3.12M 0.07% +2,908 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,802 shares; 2024Q4: 40,861 shares; 2025Q1: 26,990 shares; 2025Q2: 27,319 shares; 2025Q3: 27,085 shares; 2025Q4: 22,025 shares; 2026Q1: 27,341 shares 27,341 $3.09M 0.07% +5,316 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,568 shares; 2024Q4: 57,943 shares; 2025Q1: 59,130 shares; 2025Q2: 57,580 shares; 2025Q3: 54,395 shares; 2025Q4: 52,525 shares; 2026Q1: 57,820 shares 57,820 $3.08M 0.07% +5,295 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,509 shares; 2025Q1: 3,493 shares; 2025Q2: 3,505 shares; 2025Q3: 3,497 shares; 2025Q4: 3,533 shares; 2026Q1: 3,554 shares 3,554 $3.08M 0.07% +21 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,272 shares; 2024Q4: 14,808 shares; 2025Q1: 16,153 shares; 2025Q2: 15,452 shares; 2025Q3: 14,800 shares; 2025Q4: 15,932 shares; 2026Q1: 18,586 shares 18,586 $3.06M 0.07% +2,654 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,213 shares; 2024Q4: 37,213 shares; 2025Q1: 35,682 shares; 2025Q2: 35,682 shares; 2025Q3: 35,682 shares; 2025Q4: 91,279 shares; 2026Q1: 89,958 shares 89,958 $3.03M 0.07% -1,321 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,172 shares; 2024Q4: 8,934 shares; 2025Q1: 8,676 shares; 2025Q2: 8,622 shares; 2025Q3: 8,692 shares; 2025Q4: 8,701 shares; 2026Q1: 9,741 shares 9,741 $3.03M 0.07% +1,040 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 5,642 shares; 2025Q1: 8,310 shares; 2025Q2: 8,626 shares; 2025Q3: 8,673 shares; 2025Q4: 8,312 shares; 2026Q1: 7,965 shares 7,965 $3.03M 0.07% -347 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,427 shares; 2024Q4: 34,582 shares; 2025Q1: 38,946 shares; 2025Q2: 38,952 shares; 2025Q3: 43,438 shares; 2025Q4: 43,856 shares; 2026Q1: 43,360 shares 43,360 $3.01M 0.07% -496 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,841 shares; 2024Q4: 7,661 shares; 2025Q1: 12,797 shares; 2025Q2: 13,028 shares; 2025Q3: 13,113 shares; 2025Q4: 12,957 shares; 2026Q1: 15,031 shares 15,031 $2.99M 0.06% +2,074 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,634 shares; 2024Q4: 12,607 shares; 2025Q1: 12,221 shares; 2025Q2: 11,087 shares; 2025Q3: 9,269 shares; 2025Q4: 9,168 shares; 2026Q1: 10,120 shares 10,120 $2.94M 0.06% +952 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,420 shares; 2024Q4: 13,050 shares; 2025Q1: 12,022 shares; 2025Q2: 12,180 shares; 2025Q3: 13,236 shares; 2025Q4: 13,156 shares; 2026Q1: 13,489 shares 13,489 $2.93M 0.06% +333 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,014 shares; 2024Q4: 535,602 shares; 2025Q1: 214,676 shares; 2025Q2: 215,434 shares; 2025Q3: 109,960 shares; 2025Q4: 106,574 shares; 2026Q1: 106,320 shares 106,320 $2.92M 0.06% -254 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 4,256 shares; 2025Q1: 7,892 shares; 2025Q2: 1,236 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,566 shares 18,566 $2.92M 0.06% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,915 shares; 2024Q4: 43,152 shares; 2025Q1: 44,564 shares; 2025Q2: 43,362 shares; 2025Q3: 43,920 shares; 2025Q4: 45,729 shares; 2026Q1: 59,026 shares 59,026 $2.88M 0.06% +13,297 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,016 shares; 2024Q4: 21,663 shares; 2025Q1: 21,991 shares; 2025Q2: 22,142 shares; 2025Q3: 22,261 shares; 2025Q4: 22,219 shares; 2026Q1: 21,750 shares 21,750 $2.85M 0.06% -469 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,937 shares; 2025Q1: 5,893 shares; 2025Q2: 5,832 shares; 2025Q3: 5,663 shares; 2025Q4: 5,643 shares; 2026Q1: 5,695 shares 5,695 $2.85M 0.06% +52 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,340 shares; 2024Q4: 21,167 shares; 2025Q1: 50,246 shares; 2025Q2: 50,699 shares; 2025Q3: 51,564 shares; 2025Q4: 52,887 shares; 2026Q1: 51,612 shares 51,612 $2.8M 0.06% -1,275 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,886 shares; 2024Q4: 6,800 shares; 2025Q1: 7,387 shares; 2025Q2: 7,924 shares; 2025Q3: 8,159 shares; 2025Q4: 9,353 shares; 2026Q1: 9,828 shares 9,828 $2.79M 0.06% +475 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,178 shares; 2025Q1: 4,671 shares; 2025Q2: 6,641 shares; 2025Q3: 6,071 shares; 2025Q4: 6,339 shares; 2026Q1: 7,462 shares 7,462 $2.77M 0.06% +1,123 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,401 shares; 2024Q4: 7,078 shares; 2025Q1: 7,078 shares; 2025Q2: 9,097 shares; 2025Q3: 8,956 shares; 2025Q4: 8,958 shares; 2026Q1: 9,259 shares 9,259 $2.77M 0.06% +301 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,427 shares 56,427 $2.72M 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,684 shares; 2024Q4: 41,440 shares; 2025Q1: 30,979 shares; 2025Q2: 21,833 shares; 2025Q3: 21,767 shares; 2025Q4: 21,475 shares; 2026Q1: 28,128 shares 28,128 $2.71M 0.06% +6,653 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,330 shares; 2026Q1: 23,041 shares 23,041 $2.69M 0.06% -289 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: 17,187 shares; 2025Q1: 16,571 shares; 2025Q2: 16,471 shares; 2025Q3: 15,771 shares; 2025Q4: 29,062 shares; 2026Q1: 43,113 shares 43,113 $2.64M 0.06% +14,051 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; 2024Q2: restricted; 2024Q3: 84,281 shares; 2024Q4: 60,029 shares; 2025Q1: 79,816 shares; 2025Q2: 65,882 shares; 2025Q3: 44,794 shares; 2025Q4: 43,094 shares; 2026Q1: 45,120 shares 45,120 $2.64M 0.06% +2,026 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,301 shares; 2024Q4: 11,334 shares; 2025Q1: 11,334 shares; 2025Q2: 11,340 shares; 2025Q3: 11,190 shares; 2025Q4: 11,138 shares; 2026Q1: 12,814 shares 12,814 $2.6M 0.06% +1,676 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,699 shares; 2024Q4: 10,699 shares; 2025Q1: 10,699 shares; 2025Q2: 10,699 shares; 2025Q3: 10,699 shares; 2025Q4: 10,699 shares; 2026Q1: 10,699 shares 10,699 $2.58M 0.06% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,870 shares; 2024Q4: 69,353 shares; 2025Q1: 69,187 shares; 2025Q2: 68,148 shares; 2025Q3: 67,653 shares; 2025Q4: 66,500 shares; 2026Q1: 90,665 shares 90,665 $2.55M 0.06% +24,165 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,530 shares; 2024Q4: 12,726 shares; 2025Q1: 12,592 shares; 2025Q2: 12,562 shares; 2025Q3: 11,828 shares; 2025Q4: 11,828 shares; 2026Q1: 13,675 shares 13,675 $2.52M 0.05% +1,847 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,821 shares; 2024Q4: 50,771 shares; 2025Q1: 50,710 shares; 2025Q2: 43,993 shares; 2025Q3: 43,518 shares; 2025Q4: 43,776 shares; 2026Q1: 47,356 shares 47,356 $2.49M 0.05% +3,580 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,789 shares; 2025Q1: 33,466 shares; 2025Q2: 33,466 shares; 2025Q3: 33,514 shares; 2025Q4: 33,466 shares; 2026Q1: 30,993 shares 30,993 $2.46M 0.05% -2,473 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,676 shares 37,676 $2.45M 0.05% new Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,784 shares; 2025Q4: 83,894 shares; 2026Q1: 81,901 shares 81,901 $2.43M 0.05% -1,993 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,932 shares; 2024Q4: 85,645 shares; 2025Q1: 107,186 shares; 2025Q2: 120,762 shares; 2025Q3: 77,395 shares; 2025Q4: 35,548 shares; 2026Q1: 37,295 shares 37,295 $2.42M 0.05% +1,747 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; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 16,108 shares; 2025Q1: 16,108 shares; 2025Q2: 14,839 shares; 2025Q3: 14,879 shares; 2025Q4: 15,076 shares; 2026Q1: 21,350 shares 21,350 $2.37M 0.05% +6,274 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 11,820 shares; 2025Q1: 27,392 shares; 2025Q2: 27,592 shares; 2025Q3: 27,749 shares; 2025Q4: 27,621 shares; 2026Q1: 27,968 shares 27,968 $2.37M 0.05% +347 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 7,512 shares; 2025Q1: 7,341 shares; 2025Q2: 7,341 shares; 2025Q3: 7,341 shares; 2025Q4: 7,290 shares; 2026Q1: 7,327 shares 7,327 $2.35M 0.05% +37 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,440 shares; 2025Q1: 2,377 shares; 2025Q2: 2,368 shares; 2025Q3: 2,294 shares; 2025Q4: 21,170 shares; 2026Q1: 24,311 shares 24,311 $2.34M 0.05% +3,141 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,049 shares; 2025Q4: 24,349 shares; 2026Q1: 23,764 shares 23,764 $2.34M 0.05% -585 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,883 shares; 2024Q4: 42,835 shares; 2025Q1: 42,835 shares; 2025Q2: 42,754 shares; 2025Q3: 35,754 shares; 2025Q4: 36,710 shares; 2026Q1: 41,063 shares 41,063 $2.31M 0.05% +4,353 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,883 shares; 2024Q4: 34,642 shares; 2025Q1: 34,642 shares; 2025Q2: 34,642 shares; 2025Q3: 34,642 shares; 2025Q4: 18,642 shares; 2026Q1: 16,005 shares 16,005 $2.3M 0.05% -2,637 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,435 shares; 2025Q1: 4,790 shares; 2025Q2: 4,952 shares; 2025Q3: 5,351 shares; 2025Q4: 6,499 shares; 2026Q1: 7,710 shares 7,710 $2.28M 0.05% +1,211 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,980 shares 8,980 $2.2M 0.05% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,620 shares; 2024Q4: 101,960 shares; 2025Q1: 104,833 shares; 2025Q2: 101,769 shares; 2025Q3: 102,344 shares; 2025Q4: 98,204 shares; 2026Q1: 95,695 shares 95,695 $2.18M 0.05% -2,509 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 3,948 shares; 2025Q1: 3,946 shares; 2025Q2: 3,946 shares; 2025Q3: 3,926 shares; 2025Q4: 3,952 shares; 2026Q1: 7,300 shares 7,300 $2.14M 0.05% +3,348 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,317 shares; 2024Q4: 41,112 shares; 2025Q1: 36,099 shares; 2025Q2: 37,388 shares; 2025Q3: 36,065 shares; 2025Q4: 34,057 shares; 2026Q1: 30,887 shares 30,887 $2.12M 0.05% -3,170 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,024 shares; 2024Q4: 8,159 shares; 2025Q1: 8,134 shares; 2025Q2: 8,134 shares; 2025Q3: 8,114 shares; 2025Q4: 8,079 shares; 2026Q1: 8,146 shares 8,146 $2.12M 0.05% +67 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 5,919 shares; 2025Q1: 5,170 shares; 2025Q2: 4,933 shares; 2025Q3: 4,612 shares; 2025Q4: 7,064 shares; 2026Q1: 8,713 shares 8,713 $2.11M 0.05% +1,649 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,910 shares; 2025Q3: 12,398 shares; 2025Q4: 18,276 shares; 2026Q1: 18,093 shares 18,093 $2.1M 0.05% -183 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,987 shares; 2024Q4: 17,210 shares; 2025Q1: 17,023 shares; 2025Q2: 16,076 shares; 2025Q3: 15,417 shares; 2025Q4: 15,278 shares; 2026Q1: 16,110 shares 16,110 $2.07M 0.05% +832 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 12,502 shares; 2025Q1: 12,502 shares; 2025Q2: 12,452 shares; 2025Q3: 11,952 shares; 2025Q4: 11,952 shares; 2026Q1: 21,354 shares 21,354 $2.07M 0.04% +9,402 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,055 shares 43,055 $2.04M 0.04% new 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; 2024Q2: restricted; 2024Q3: 75,696 shares; 2024Q4: 74,637 shares; 2025Q1: 74,756 shares; 2025Q2: 74,823 shares; 2025Q3: 75,310 shares; 2025Q4: 77,183 shares; 2026Q1: 77,486 shares 77,486 $2.02M 0.04% +303 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,259 shares; 2025Q3: 16,446 shares; 2025Q4: 16,856 shares; 2026Q1: 16,448 shares 16,448 $1.99M 0.04% -408 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,184 shares 116,184 $1.97M 0.04% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 12,434 shares; 2025Q1: 12,442 shares; 2025Q2: 12,442 shares; 2025Q3: 11,700 shares; 2025Q4: 11,600 shares; 2026Q1: 11,652 shares 11,652 $1.97M 0.04% +52 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,349 shares; 2024Q4: 15,516 shares; 2025Q1: 15,038 shares; 2025Q2: 15,249 shares; 2025Q3: 15,229 shares; 2025Q4: 15,006 shares; 2026Q1: 37,257 shares 37,257 $1.97M 0.04% +22,251 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,587 shares; 2026Q1: 145,100 shares 145,100 $1.96M 0.04% -3,487 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,240 shares; 2026Q1: 26,910 shares 26,910 $1.92M 0.04% +13,670 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,293 shares; 2024Q4: 9,122 shares; 2025Q1: 8,587 shares; 2025Q2: 8,337 shares; 2025Q3: 8,337 shares; 2025Q4: 8,337 shares; 2026Q1: 9,082 shares 9,082 $1.88M 0.04% +745 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,776 shares; 2025Q1: 10,749 shares; 2025Q2: 10,759 shares; 2025Q3: 10,832 shares; 2025Q4: 11,106 shares; 2026Q1: 10,835 shares 10,835 $1.88M 0.04% -271 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,295 shares; 2026Q1: 52,995 shares 52,995 $1.87M 0.04% -1,300 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,956 shares; 2024Q4: 61,292 shares; 2025Q1: 61,299 shares; 2025Q2: 41,600 shares; 2025Q3: 41,986 shares; 2025Q4: 39,419 shares; 2026Q1: 41,016 shares 41,016 $1.85M 0.04% +1,597 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 12,543 shares; 2025Q1: 12,543 shares; 2025Q2: 12,548 shares; 2025Q3: 12,543 shares; 2025Q4: 12,543 shares; 2026Q1: 13,322 shares 13,322 $1.84M 0.04% +779 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,895 shares; 2024Q4: 21,997 shares; 2025Q1: 21,561 shares; 2025Q2: 21,579 shares; 2025Q3: 21,713 shares; 2025Q4: 22,210 shares; 2026Q1: 21,711 shares 21,711 $1.84M 0.04% -499 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,946 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,213 shares; 2025Q4: 3,169 shares; 2026Q1: 5,308 shares 5,308 $1.82M 0.04% +2,139 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,464 shares; 2026Q1: 9,409 shares 9,409 $1.81M 0.04% +4,945 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,954 shares; 2026Q1: 19,421 shares 19,421 $1.79M 0.04% +4,467 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,943 shares 24,943 $1.78M 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,254 shares; 2025Q2: 4,254 shares; 2025Q3: 4,264 shares; 2025Q4: 4,269 shares; 2026Q1: 6,188 shares 6,188 $1.78M 0.04% +1,919 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,243 shares; 2025Q4: 65,965 shares; 2026Q1: 64,378 shares 64,378 $1.77M 0.04% -1,587 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,829 shares; 2024Q4: 67,439 shares; 2025Q1: 67,498 shares; 2025Q2: 67,556 shares; 2025Q3: 67,611 shares; 2025Q4: 68,669 shares; 2026Q1: 68,727 shares 68,727 $1.76M 0.04% +58 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,688 shares; 2025Q1: 4,681 shares; 2025Q2: 5,747 shares; 2025Q3: 5,787 shares; 2025Q4: 5,929 shares; 2026Q1: 5,895 shares 5,895 $1.75M 0.04% -34 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,929 shares; 2024Q4: 51,109 shares; 2025Q1: 50,981 shares; 2025Q2: 51,406 shares; 2025Q3: 51,733 shares; 2025Q4: 53,075 shares; 2026Q1: 51,955 shares 51,955 $1.75M 0.04% -1,120 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,947 shares; 2025Q3: 44,214 shares; 2025Q4: 41,663 shares; 2026Q1: 40,565 shares 40,565 $1.72M 0.04% -1,098 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,598 shares 46,598 $1.72M 0.04% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,350 shares; 2025Q4: 9,581 shares; 2026Q1: 9,547 shares 9,547 $1.71M 0.04% -34 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,337 shares; 2025Q1: 3,039 shares; 2025Q2: 3,099 shares; 2025Q3: 3,004 shares; 2025Q4: 3,044 shares; 2026Q1: 3,022 shares 3,022 $1.7M 0.04% -22 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 9,149 shares; 2025Q3: 9,168 shares; 2025Q4: 9,168 shares; 2026Q1: 9,168 shares 9,168 $1.69M 0.04% 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; 2024Q2: restricted; 2024Q3: 43,688 shares; 2024Q4: 24,999 shares; 2025Q1: 26,549 shares; 2025Q2: 26,775 shares; 2025Q3: 34,334 shares; 2025Q4: 34,001 shares; 2026Q1: 38,051 shares 38,051 $1.68M 0.04% +4,050 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,150 shares; 2024Q4: 15,248 shares; 2025Q1: 15,253 shares; 2025Q2: 11,585 shares; 2025Q3: 11,665 shares; 2025Q4: 11,953 shares; 2026Q1: 11,665 shares 11,665 $1.67M 0.04% -288 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 11,953 shares; 2026Q1: 20,028 shares 20,028 $1.65M 0.04% +8,075 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,709 shares; 2026Q1: 55,699 shares 55,699 $1.64M 0.04% -3,010 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,636 shares; 2024Q4: 154,640 shares; 2025Q1: 35,195 shares; 2025Q2: 35,195 shares; 2025Q3: 35,195 shares; 2025Q4: 35,195 shares; 2026Q1: 35,471 shares 35,471 $1.63M 0.04% +276 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,443 shares; 2025Q3: 22,638 shares; 2025Q4: 23,225 shares; 2026Q1: 22,358 shares 22,358 $1.62M 0.04% -867 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,240 shares; 2025Q3: 40,487 shares; 2025Q4: 44,810 shares; 2026Q1: 43,642 shares 43,642 $1.6M 0.03% -1,168 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 2,336 shares 2,336 $1.59M 0.03% +1,168 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,083 shares; 2025Q1: 2,999 shares; 2025Q2: 3,037 shares; 2025Q3: 2,925 shares; 2025Q4: 3,001 shares; 2026Q1: 3,197 shares 3,197 $1.58M 0.03% +196 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,690 shares; 2024Q4: 21,690 shares; 2025Q1: 21,690 shares; 2025Q2: 21,690 shares; 2025Q3: 21,690 shares; 2025Q4: 21,690 shares; 2026Q1: 21,890 shares 21,890 $1.56M 0.03% +200 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,697 shares; 2025Q1: 13,072 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,333 shares; 2026Q1: 15,945 shares 15,945 $1.56M 0.03% -388 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,326 shares; 2026Q1: 11,797 shares 11,797 $1.55M 0.03% -529 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,999 shares; 2026Q1: 12,822 shares 12,822 $1.55M 0.03% -177 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,860 shares; 2025Q1: 1,845 shares; 2025Q2: 1,800 shares; 2025Q3: 2,332 shares; 2025Q4: 2,399 shares; 2026Q1: 3,454 shares 3,454 $1.51M 0.03% +1,055 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 19,599 shares; 2025Q1: 19,906 shares; 2025Q2: 19,462 shares; 2025Q3: 18,801 shares; 2025Q4: 19,011 shares; 2026Q1: 19,011 shares 19,011 $1.5M 0.03% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,158 shares; 2025Q1: 9,160 shares; 2025Q2: 9,411 shares; 2025Q3: 9,200 shares; 2025Q4: 9,201 shares; 2026Q1: 17,968 shares 17,968 $1.49M 0.03% +8,767 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,987 shares; 2024Q4: 13,929 shares; 2025Q1: 14,243 shares; 2025Q2: 15,004 shares; 2025Q3: 15,346 shares; 2025Q4: 15,687 shares; 2026Q1: 16,028 shares 16,028 $1.47M 0.03% +341 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 8,285 shares; 2025Q1: 7,164 shares; 2025Q2: 7,437 shares; 2025Q3: 7,967 shares; 2025Q4: 16,235 shares; 2026Q1: 7,857 shares 7,857 $1.47M 0.03% -8,378 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,157 shares; 2024Q4: 14,608 shares; 2025Q1: 6,451 shares; 2025Q2: 6,478 shares; 2025Q3: 6,414 shares; 2025Q4: 7,525 shares; 2026Q1: 6,931 shares 6,931 $1.46M 0.03% -594 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,238 shares; 2024Q4: 8,042 shares; 2025Q1: 8,439 shares; 2025Q2: 9,320 shares; 2025Q3: 10,389 shares; 2025Q4: 9,459 shares; 2026Q1: 18,564 shares 18,564 $1.46M 0.03% +9,105 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 2,646 shares; 2025Q1: 3,738 shares; 2025Q2: 3,423 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 4,782 shares 4,782 $1.45M 0.03% +2,142 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,732 shares; 2024Q4: 23,730 shares; 2025Q1: 23,547 shares; 2025Q2: 23,587 shares; 2025Q3: 18,581 shares; 2025Q4: 18,587 shares; 2026Q1: 18,690 shares 18,690 $1.44M 0.03% +103 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,170 shares; 2024Q4: 107,615 shares; 2025Q1: 110,317 shares; 2025Q2: 38,769 shares; 2025Q3: 39,305 shares; 2025Q4: 38,018 shares; 2026Q1: 37,105 shares 37,105 $1.42M 0.03% -913 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,373 shares; 2024Q4: 88,698 shares; 2025Q1: 84,937 shares; 2025Q2: 83,912 shares; 2025Q3: 83,397 shares; 2025Q4: 84,805 shares; 2026Q1: 89,533 shares 89,533 $1.4M 0.03% +4,728 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,475 shares; 2026Q1: 11,070 shares 11,070 $1.38M 0.03% +7,595 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,645 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,882 shares; 2025Q4: 1,897 shares; 2026Q1: 1,895 shares 1,895 $1.38M 0.03% -2 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 5,503 shares; 2025Q1: 6,185 shares; 2025Q2: 29,113 shares; 2025Q3: 29,172 shares; 2025Q4: 23,118 shares; 2026Q1: 23,433 shares 23,433 $1.38M 0.03% +315 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,761 shares; 2025Q1: 3,854 shares; 2025Q2: 3,688 shares; 2025Q3: 3,666 shares; 2025Q4: 3,666 shares; 2026Q1: 4,666 shares 4,666 $1.36M 0.03% +1,000 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 4,170 shares; 2025Q1: 4,181 shares; 2025Q2: 5,640 shares; 2025Q3: 6,079 shares; 2025Q4: 6,022 shares; 2026Q1: 6,887 shares 6,887 $1.35M 0.03% +865 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,078 shares; 2025Q1: 1,128 shares; 2025Q2: 1,145 shares; 2025Q3: 1,484 shares; 2025Q4: 1,465 shares; 2026Q1: 1,535 shares 1,535 $1.34M 0.03% +70 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,335 shares; 2025Q1: 18,010 shares; 2025Q2: 18,383 shares; 2025Q3: 23,930 shares; 2025Q4: 31,583 shares; 2026Q1: 35,918 shares 35,918 $1.32M 0.03% +4,335 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,989 shares; 2024Q4: 13,154 shares; 2025Q1: 16,925 shares; 2025Q2: 16,991 shares; 2025Q3: 15,652 shares; 2025Q4: 15,859 shares; 2026Q1: 16,515 shares 16,515 $1.31M 0.03% +656 Timeline PEBK PEOPLES BANCORP N C INC More: the full row for PEOPLES BANCORP N C INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,745 shares; 2024Q4: 33,745 shares; 2025Q1: 33,745 shares; 2025Q2: 33,745 shares; 2025Q3: 33,745 shares; 2025Q4: 33,252 shares; 2026Q1: 33,252 shares 33,252 $1.3M 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 2,989 shares; 2025Q1: 2,989 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 9,125 shares 9,125 $1.3M 0.03% +6,136 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,898 shares; 2025Q1: 3,815 shares; 2025Q2: 3,745 shares; 2025Q3: 3,595 shares; 2025Q4: 3,540 shares; 2026Q1: 3,953 shares 3,953 $1.29M 0.03% +413 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 36,610 shares; 2025Q4: 49,439 shares; 2026Q1: 50,440 shares 50,440 $1.26M 0.03% +1,001 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,307 shares; 2024Q4: 14,307 shares; 2025Q1: 15,157 shares; 2025Q2: 14,622 shares; 2025Q3: 12,371 shares; 2025Q4: 11,792 shares; 2026Q1: 12,500 shares 12,500 $1.26M 0.03% +708 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 572 shares; 2025Q1: 574 shares; 2025Q2: 575 shares; 2025Q3: 577 shares; 2025Q4: 595 shares; 2026Q1: 571 shares 571 $1.25M 0.03% -24 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,363 shares; 2025Q1: 11,509 shares; 2025Q2: 11,483 shares; 2025Q3: 8,843 shares; 2025Q4: 8,843 shares; 2026Q1: 9,325 shares 9,325 $1.24M 0.03% +482 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 2,201 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 5,972 shares 5,972 $1.23M 0.03% +3,771 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,315 shares 3,315 $1.23M 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 9,493 shares; 2025Q1: 10,606 shares; 2025Q2: 10,694 shares; 2025Q3: 10,427 shares; 2025Q4: 8,196 shares; 2026Q1: 9,277 shares 9,277 $1.22M 0.03% +1,081 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,909 shares; 2025Q3: 13,264 shares; 2025Q4: 9,300 shares; 2026Q1: 9,945 shares 9,945 $1.21M 0.03% +645 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,357 shares; 2025Q1: 107,925 shares; 2025Q2: 160,744 shares; 2025Q3: 162,513 shares; 2025Q4: 93,805 shares; 2026Q1: 89,531 shares 89,531 $1.19M 0.03% -4,274 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,283 shares; 2026Q1: 9,810 shares 9,810 $1.16M 0.03% +4,527 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,893 shares; 2025Q3: 10,825 shares; 2025Q4: 10,899 shares; 2026Q1: 8,347 shares 8,347 $1.15M 0.02% -2,552 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 3,443 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,443 shares; 2026Q1: 3,493 shares 3,493 $1.14M 0.02% +50 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 8,161 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,336 shares; 2025Q4: 8,286 shares; 2026Q1: 8,645 shares 8,645 $1.13M 0.02% +359 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $1.12M 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 6,759 shares; 2025Q1: 6,825 shares; 2025Q2: 4,682 shares; 2025Q3: 4,682 shares; 2025Q4: 4,682 shares; 2026Q1: 6,082 shares 6,082 $1.11M 0.02% +1,400 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,383 shares; 2025Q1: 2,377 shares; 2025Q2: 2,309 shares; 2025Q3: 2,064 shares; 2025Q4: 2,054 shares; 2026Q1: 2,252 shares 2,252 $1.11M 0.02% +198 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,886 shares; 2024Q4: 9,591 shares; 2025Q1: 6,228 shares; 2025Q2: 6,405 shares; 2025Q3: 6,472 shares; 2025Q4: 5,216 shares; 2026Q1: 5,212 shares 5,212 $1.1M 0.02% -4 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,311 shares; 2025Q1: 3,305 shares; 2025Q2: 4,421 shares; 2025Q3: 3,232 shares; 2025Q4: 6,888 shares; 2026Q1: 5,530 shares 5,530 $1.1M 0.02% -1,358 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 646 shares; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 974 shares; 2025Q4: 1,338 shares; 2026Q1: 1,131 shares 1,131 $1.09M 0.02% -207 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,627 shares; 2024Q4: 30,813 shares; 2025Q1: 26,228 shares; 2025Q2: 17,269 shares; 2025Q3: 16,589 shares; 2025Q4: 16,073 shares; 2026Q1: 14,814 shares 14,814 $1.08M 0.02% -1,259 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,526 shares; 2024Q4: 31,575 shares; 2025Q1: 43,615 shares; 2025Q2: 56,403 shares; 2025Q3: 56,761 shares; 2025Q4: 34,930 shares; 2026Q1: 20,338 shares 20,338 $1.07M 0.02% -14,592 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 34,650 shares; 2025Q1: 34,650 shares; 2025Q2: 34,650 shares; 2025Q3: 34,650 shares; 2025Q4: 34,650 shares; 2026Q1: 34,650 shares 34,650 $1.07M 0.02% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 4,485 shares; 2025Q1: 4,485 shares; 2025Q2: 4,485 shares; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares 4,485 $1.06M 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,403 shares; 2024Q4: 122,134 shares; 2025Q1: 120,470 shares; 2025Q2: 119,697 shares; 2025Q3: 15,739 shares; 2025Q4: 15,532 shares; 2026Q1: 17,375 shares 17,375 $1.05M 0.02% +1,843 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,620 shares 9,620 $1.04M 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,391 shares; 2025Q1: 2,304 shares; 2025Q2: 2,280 shares; 2025Q3: 2,070 shares; 2025Q4: 2,463 shares; 2026Q1: 2,258 shares 2,258 $1.04M 0.02% -205 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 8,390 shares; 2025Q1: 8,390 shares; 2025Q2: 7,720 shares; 2025Q3: 6,970 shares; 2025Q4: 6,970 shares; 2026Q1: 7,070 shares 7,070 $1.03M 0.02% +100 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,074 shares; 2025Q3: 4,047 shares; 2025Q4: 4,001 shares; 2026Q1: 4,876 shares 4,876 $1.02M 0.02% +875 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,713 shares; 2025Q1: 4,139 shares; 2025Q2: 4,240 shares; 2025Q3: 4,337 shares; 2025Q4: 4,047 shares; 2026Q1: 3,783 shares 3,783 $1.01M 0.02% -264 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,563 shares; 2024Q4: 8,862 shares; 2025Q1: 9,426 shares; 2025Q2: 10,578 shares; 2025Q3: 9,766 shares; 2025Q4: 9,744 shares; 2026Q1: 11,725 shares 11,725 $999K 0.02% +1,981 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,703 shares; 2024Q4: 14,308 shares; 2025Q1: 13,746 shares; 2025Q2: 6,246 shares; 2025Q3: 5,869 shares; 2025Q4: 4,945 shares; 2026Q1: 6,042 shares 6,042 $999K 0.02% +1,097 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,566 shares; 2025Q1: 1,586 shares; 2025Q2: 1,591 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 8,642 shares 8,642 $994K 0.02% +7,106 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,625 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares; 2026Q1: 5,795 shares 5,795 $980K 0.02% 0 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,396 shares; 2024Q4: 36,859 shares; 2025Q1: 36,759 shares; 2025Q2: 36,179 shares; 2025Q3: 30,900 shares; 2025Q4: 31,014 shares; 2026Q1: 29,755 shares 29,755 $954K 0.02% -1,259 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; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 12,680 shares; 2025Q1: 12,680 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 12,680 shares; 2026Q1: 12,680 shares 12,680 $953K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 4,750 shares 4,750 $931K 0.02% +2,732 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,670 shares 15,670 $917K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,350 shares; 2025Q1: 1,370 shares; 2025Q2: 1,503 shares; 2025Q3: 1,478 shares; 2025Q4: 1,517 shares; 2026Q1: 1,504 shares 1,504 $909K 0.02% -13 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,131 shares; 2024Q4: 4,139 shares; 2025Q1: 2,386 shares; 2025Q2: 2,397 shares; 2025Q3: 2,479 shares; 2025Q4: 2,955 shares; 2026Q1: 6,211 shares 6,211 $898K 0.02% +3,256 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,652 shares; 2024Q4: 17,541 shares; 2025Q1: 17,665 shares; 2025Q2: 17,455 shares; 2025Q3: 17,114 shares; 2025Q4: 15,020 shares; 2026Q1: 16,020 shares 16,020 $894K 0.02% +1,000 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,442 shares 40,442 $888K 0.02% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,600 shares 44,600 $882K 0.02% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,591 shares; 2025Q4: 5,152 shares; 2026Q1: 6,197 shares 6,197 $857K 0.02% +1,045 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272,977 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,740 shares 62,740 $851K 0.02% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,139 shares; 2024Q4: 67,139 shares; 2025Q1: 67,139 shares; 2025Q2: 67,139 shares; 2025Q3: 67,139 shares; 2025Q4: 67,139 shares; 2026Q1: 67,139 shares 67,139 $850K 0.02% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,272 shares; 2025Q3: 5,501 shares; 2025Q4: 6,951 shares; 2026Q1: 8,998 shares 8,998 $839K 0.02% +2,047 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,871 shares; 2026Q1: 11,233 shares 11,233 $835K 0.02% +362 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 7,305 shares; 2025Q1: 7,580 shares; 2025Q2: 7,627 shares; 2025Q3: 7,900 shares; 2025Q4: 8,081 shares; 2026Q1: 9,352 shares 9,352 $830K 0.02% +1,271 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,475 shares 2,475 $826K 0.02% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,399 shares 15,399 $811K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 302 shares; 2025Q4: 406 shares; 2026Q1: 949 shares 949 $803K 0.02% +543 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 9,920 shares; 2025Q1: 9,920 shares; 2025Q2: 9,920 shares; 2025Q3: 9,920 shares; 2025Q4: 9,920 shares; 2026Q1: 9,920 shares 9,920 $795K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 407 shares; 2025Q1: 410 shares; 2025Q2: 406 shares; 2025Q3: 431 shares; 2025Q4: 469 shares; 2026Q1: 518 shares 518 $763K 0.02% +49 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $760K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,275 shares 19,275 $741K 0.02% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 9,059 shares; 2025Q1: 8,968 shares; 2025Q2: 11,468 shares; 2025Q3: 12,242 shares; 2025Q4: 14,340 shares; 2026Q1: 18,112 shares 18,112 $739K 0.02% +3,772 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 3,088 shares; 2025Q1: 3,112 shares; 2025Q2: 3,112 shares; 2025Q3: 3,112 shares; 2025Q4: 3,303 shares; 2026Q1: 7,458 shares 7,458 $720K 0.02% +4,155 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 5,478 shares; 2025Q1: 5,106 shares; 2025Q2: 4,953 shares; 2025Q3: 4,968 shares; 2025Q4: 3,730 shares; 2026Q1: 4,122 shares 4,122 $711K 0.02% +392 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: not reported; 2025Q1: 4,595 shares; 2025Q2: 4,736 shares; 2025Q3: 4,894 shares; 2025Q4: 6,224 shares; 2026Q1: 7,619 shares 7,619 $709K 0.02% +1,395 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 13,578 shares; 2025Q1: 13,578 shares; 2025Q2: 13,553 shares; 2025Q3: 14,748 shares; 2025Q4: 14,748 shares; 2026Q1: 15,444 shares 15,444 $705K 0.02% +696 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,538 shares; 2025Q4: 3,486 shares; 2026Q1: 9,826 shares 9,826 $690K 0.01% +6,340 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,164 shares; 2024Q4: 12,164 shares; 2025Q1: 12,164 shares; 2025Q2: 12,164 shares; 2025Q3: 12,164 shares; 2025Q4: 12,164 shares; 2026Q1: 15,164 shares 15,164 $677K 0.01% +3,000 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 6,397 shares; 2025Q1: 6,583 shares; 2025Q2: 6,585 shares; 2025Q3: 6,831 shares; 2025Q4: 8,252 shares; 2026Q1: 10,987 shares 10,987 $671K 0.01% +2,735 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,432 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $669K 0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,418 shares; 2024Q4: 35,599 shares; 2025Q1: 26,501 shares; 2025Q2: 26,738 shares; 2025Q3: 26,912 shares; 2025Q4: 13,834 shares; 2026Q1: 13,004 shares 13,004 $668K 0.01% -830 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,218 shares; 2024Q4: 9,392 shares; 2025Q1: 11,396 shares; 2025Q2: 11,509 shares; 2025Q3: 11,538 shares; 2025Q4: 4,918 shares; 2026Q1: 6,900 shares 6,900 $666K 0.01% +1,982 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,600 shares 35,600 $657K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 3,903 shares; 2025Q1: 3,898 shares; 2025Q2: 3,898 shares; 2025Q3: 4,076 shares; 2025Q4: 3,867 shares; 2026Q1: 4,170 shares 4,170 $656K 0.01% +303 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,375 shares; 2024Q4: 89,642 shares; 2025Q1: 97,745 shares; 2025Q2: 117,276 shares; 2025Q3: 82,306 shares; 2025Q4: 13,084 shares; 2026Q1: 6,045 shares 6,045 $654K 0.01% -7,039 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111,495 shares; 2025Q4: 109,657 shares; 2026Q1: 108,577 shares 108,577 $650K 0.01% -1,080 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 6,275 shares 6,275 $650K 0.01% +3,225 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,598 shares; 2025Q1: 1,443 shares; 2025Q2: 1,936 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 1,889 shares 1,889 $646K 0.01% +123 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; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,500 shares 3,500 $638K 0.01% -300 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 10,835 shares; 2025Q1: 10,835 shares; 2025Q2: 10,835 shares; 2025Q3: 10,835 shares; 2025Q4: 10,835 shares; 2026Q1: 10,835 shares 10,835 $603K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,599 shares 7,599 $602K 0.01% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,025 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares; 2026Q1: 2,395 shares 2,395 $596K 0.01% -10 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,690 shares 42,690 $594K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 14,330 shares; 2026Q1: 14,488 shares 14,488 $591K 0.01% +158 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 2,616 shares 2,616 $588K 0.01% +1,431 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; 2024Q2: restricted; 2024Q3: 13,535 shares; 2024Q4: 13,513 shares; 2025Q1: 12,840 shares; 2025Q2: 13,377 shares; 2025Q3: 13,381 shares; 2025Q4: 13,444 shares; 2026Q1: 13,447 shares 13,447 $577K 0.01% +3 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,900 shares 24,900 $567K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 7,891 shares; 2025Q1: 5,822 shares; 2025Q2: 5,622 shares; 2025Q3: 5,322 shares; 2025Q4: 4,597 shares; 2026Q1: 5,654 shares 5,654 $556K 0.01% +1,057 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,544 shares; 2025Q1: 4,689 shares; 2025Q2: 4,793 shares; 2025Q3: 4,986 shares; 2025Q4: 6,097 shares; 2026Q1: 7,302 shares 7,302 $551K 0.01% +1,205 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,062 shares; 2025Q4: 9,623 shares; 2026Q1: 12,794 shares 12,794 $510K 0.01% +3,171 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 11,035 shares; 2025Q1: 11,035 shares; 2025Q2: 11,035 shares; 2025Q3: 11,035 shares; 2025Q4: 11,035 shares; 2026Q1: 14,535 shares 14,535 $501K 0.01% +3,500 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,041 shares; 2026Q1: 2,411 shares 2,411 $490K 0.01% +370 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 3,083 shares; 2025Q2: 3,156 shares; 2025Q3: 2,239 shares; 2025Q4: 1,458 shares; 2026Q1: 1,672 shares 1,672 $486K 0.01% +214 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,753 shares; 2026Q1: 8,127 shares 8,127 $484K 0.01% +374 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $484K 0.01% 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; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,363 shares; 2025Q1: 1,192 shares; 2025Q2: 1,326 shares; 2025Q3: 1,436 shares; 2025Q4: 1,326 shares; 2026Q1: 1,349 shares 1,349 $482K 0.01% +23 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,763 shares 1,763 $480K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,798 shares; 2024Q4: 96,906 shares; 2025Q1: 139,857 shares; 2025Q2: 168,928 shares; 2025Q3: 160,286 shares; 2025Q4: 12,115 shares; 2026Q1: 11,508 shares 11,508 $479K 0.01% -607 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 19,088 shares; 2025Q1: 19,088 shares; 2025Q2: 19,088 shares; 2025Q3: 17,588 shares; 2025Q4: 17,588 shares; 2026Q1: 25,688 shares 25,688 $473K 0.01% +8,100 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $470K 0.01% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 9,850 shares; 2025Q4: 9,350 shares; 2026Q1: 9,850 shares 9,850 $469K 0.01% +500 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,329 shares; 2024Q4: 44,611 shares; 2025Q1: 69,195 shares; 2025Q2: 8,191 shares; 2025Q3: 6,162 shares; 2025Q4: 6,363 shares; 2026Q1: 8,183 shares 8,183 $452K 0.01% +1,820 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,283 shares; 2025Q2: 13,527 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares 14,300 $444K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,251 shares; 2025Q1: 3,409 shares; 2025Q2: 4,629 shares; 2025Q3: 4,629 shares; 2025Q4: 4,629 shares; 2026Q1: 4,534 shares 4,534 $441K 0.01% -95 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,235 shares; 2024Q4: 16,470 shares; 2025Q1: 16,470 shares; 2025Q2: 16,470 shares; 2025Q3: 16,470 shares; 2025Q4: 17,770 shares; 2026Q1: 17,770 shares 17,770 $440K 0.01% 0 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,716 shares 12,716 $419K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,998 shares; 2025Q2: 5,128 shares; 2025Q3: 5,263 shares; 2025Q4: 4,510 shares; 2026Q1: 6,291 shares 6,291 $415K 0.01% +1,781 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 4,450 shares 4,450 $413K 0.01% +2,225 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,929 shares 1,929 $412K 0.01% +689 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares 2,832 $411K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,424 shares; 2025Q1: 4,424 shares; 2025Q2: 4,469 shares; 2025Q3: 4,469 shares; 2025Q4: 4,501 shares; 2026Q1: 4,501 shares 4,501 $411K 0.01% 0 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,007 shares; 2025Q3: 17,007 shares; 2025Q4: 17,007 shares; 2026Q1: 17,107 shares 17,107 $408K 0.01% +100 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 8,000 shares 8,000 $401K 0.01% +4,000 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 3,835 shares 3,835 $399K 0.01% +1,385 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,497 shares; 2026Q1: 7,497 shares 7,497 $396K 0.01% 0 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,041 shares 6,041 $394K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,490 shares; 2025Q1: 8,877 shares; 2025Q2: 9,506 shares; 2025Q3: 9,137 shares; 2025Q4: 9,627 shares; 2026Q1: 5,443 shares 5,443 $392K 0.01% -4,184 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 4,565 shares; 2025Q1: 4,565 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 3,248 shares; 2026Q1: 2,877 shares 2,877 $388K 0.01% -371 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; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 1,550 shares 1,550 $383K 0.01% -500 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,932 shares 8,932 $377K 0.01% new 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; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $372K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,573 shares; 2025Q1: 1,576 shares; 2025Q2: 1,574 shares; 2025Q3: 1,616 shares; 2025Q4: 1,400 shares; 2026Q1: 1,688 shares 1,688 $366K 0.01% +288 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 4,894 shares; 2025Q1: 5,940 shares; 2025Q2: not reported; 2025Q3: 4,123 shares; 2025Q4: 5,284 shares; 2026Q1: 4,911 shares 4,911 $357K 0.01% -373 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 2,432 shares; 2025Q1: 2,392 shares; 2025Q2: 2,125 shares; 2025Q3: 2,113 shares; 2025Q4: 2,116 shares; 2026Q1: 2,218 shares 2,218 $356K 0.01% +102 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 925 shares; 2026Q1: 1,202 shares 1,202 $355K 0.01% +277 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,480 shares; 2025Q1: 3,480 shares; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares 3,480 $355K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: not reported; 2026Q1: 6,469 shares 6,469 $350K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 13,104 shares; 2025Q1: 13,104 shares; 2025Q2: 23,686 shares; 2025Q3: 21,445 shares; 2025Q4: 13,104 shares; 2026Q1: 12,000 shares 12,000 $350K 0.01% -1,104 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,503 shares 4,503 $343K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,359 shares 2,359 $343K 0.01% +250 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 5,771 shares; 2025Q1: 5,891 shares; 2025Q2: 5,911 shares; 2025Q3: 5,917 shares; 2025Q4: 8,769 shares; 2026Q1: 8,286 shares 8,286 $335K 0.01% -483 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,230 shares; 2025Q1: 2,120 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,290 shares 2,290 $332K 0.01% +190 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,140 shares; 2026Q1: 7,765 shares 7,765 $330K 0.01% +2,625 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 895 shares 895 $329K 0.01% +65 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 145,000 shares; 2025Q2: 145,000 shares; 2025Q3: 145,000 shares; 2025Q4: 145,000 shares; 2026Q1: 145,000 shares 145,000 $326K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $323K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,158 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares; 2025Q4: 25,100 shares; 2026Q1: 27,118 shares 27,118 $313K 0.01% +2,018 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,115 shares; 2025Q1: 5,205 shares; 2025Q2: 5,205 shares; 2025Q3: 5,205 shares; 2025Q4: 5,205 shares; 2026Q1: 5,205 shares 5,205 $307K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,400 shares 2,400 $304K 0.01% -200 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 564 shares 564 $303K 0.01% +87 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,499 shares; 2026Q1: 2,583 shares 2,583 $298K 0.01% +84 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 6,178 shares; 2025Q1: 6,923 shares; 2025Q2: 6,831 shares; 2025Q3: 6,487 shares; 2025Q4: not reported; 2026Q1: 5,139 shares 5,139 $296K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares 2,577 $292K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 462 shares; 2025Q1: 433 shares; 2025Q2: 466 shares; 2025Q3: 469 shares; 2025Q4: 478 shares; 2026Q1: 495 shares 495 $291K 0.01% +17 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,000 shares; 2024Q4: 16,318 shares; 2025Q1: 16,318 shares; 2025Q2: 16,318 shares; 2025Q3: 6,318 shares; 2025Q4: 5,724 shares; 2026Q1: 6,764 shares 6,764 $288K 0.01% +1,040 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,891 shares; 2026Q1: 5,531 shares 5,531 $286K 0.01% +640 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,615 shares; 2026Q1: 1,590 shares 1,590 $285K 0.01% -25 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,361 shares 1,361 $284K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: not reported; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,119 shares; 2025Q4: 2,125 shares; 2026Q1: 2,433 shares 2,433 $282K 0.01% +308 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,826 shares; 2025Q1: 18,956 shares; 2025Q2: 18,956 shares; 2025Q3: 11,598 shares; 2025Q4: 11,598 shares; 2026Q1: 11,598 shares 11,598 $281K 0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,022 shares; 2024Q4: 38,249 shares; 2025Q1: 9,463 shares; 2025Q2: 4,916 shares; 2025Q3: 2,466 shares; 2025Q4: 2,378 shares; 2026Q1: 1,572 shares 1,572 $280K 0.01% -806 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,339 shares; 2024Q4: 101,339 shares; 2025Q1: 101,339 shares; 2025Q2: 101,339 shares; 2025Q3: 101,339 shares; 2025Q4: 101,339 shares; 2026Q1: 101,339 shares 101,339 $277K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,388 shares; 2025Q4: not reported; 2026Q1: 5,935 shares 5,935 $275K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,427 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $274K 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; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 4,677 shares; 2025Q1: 4,552 shares; 2025Q2: 3,187 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares; 2026Q1: 3,437 shares 3,437 $273K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,838 shares; 2024Q4: 4,996 shares; 2025Q1: 4,996 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares; 2026Q1: 5,920 shares 5,920 $271K 0.01% +924 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,643 shares; 2025Q1: 3,497 shares; 2025Q2: 3,497 shares; 2025Q3: 50,427 shares; 2025Q4: 19,878 shares; 2026Q1: 5,975 shares 5,975 $270K 0.01% -13,903 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 637 shares; 2025Q1: 583 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 518 shares; 2026Q1: 626 shares 626 $266K 0.01% +108 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,320 shares 8,320 $263K 0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 883 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 998 shares 998 $257K 0.01% +130 Timeline TCV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,162 shares 9,162 $254K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 273 shares; 2025Q1: 262 shares; 2025Q2: 3,693 shares; 2025Q3: 3,447 shares; 2025Q4: 3,260 shares; 2026Q1: 2,729 shares 2,729 $252K 0.01% -531 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 910 shares; 2025Q4: 902 shares; 2026Q1: 917 shares 917 $250K 0.01% +15 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares 2,121 $249K 0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $248K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 206 shares; 2025Q1: 207 shares; 2025Q2: 192 shares; 2025Q3: 191 shares; 2025Q4: 211 shares; 2026Q1: 214 shares 214 $248K 0.01% +3 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 881 shares 881 $246K 0.01% +114 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,441 shares; 2025Q3: 6,441 shares; 2025Q4: not reported; 2026Q1: 5,321 shares 5,321 $246K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,879 shares; 2024Q4: 56,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,973 shares 3,973 $246K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $238K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179 shares 179 $237K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 1,789 shares; 2025Q1: 2,236 shares; 2025Q2: 1,644 shares; 2025Q3: 1,520 shares; 2025Q4: 3,934 shares; 2026Q1: 966 shares 966 $235K 0.01% -2,968 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,016 shares 1,016 $233K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,636 shares 2,636 $233K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,760 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,340 shares; 2026Q1: 2,685 shares 2,685 $233K 0.01% +345 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729 shares 729 $232K 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares 2,995 $231K 0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,502 shares; 2025Q1: 3,510 shares; 2025Q2: 3,518 shares; 2025Q3: 3,526 shares; 2025Q4: 3,533 shares; 2026Q1: 3,542 shares 3,542 $229K <0.01% +9 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,040 shares; 2025Q2: 4,065 shares; 2025Q3: 3,919 shares; 2025Q4: 2,506 shares; 2026Q1: 1,314 shares 1,314 $228K <0.01% -1,192 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 978 shares 978 $227K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,646 shares; 2025Q1: 2,821 shares; 2025Q2: 2,846 shares; 2025Q3: 2,856 shares; 2025Q4: 2,846 shares; 2026Q1: 3,096 shares 3,096 $219K <0.01% +250 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $218K <0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: not reported; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,505 shares 3,505 $216K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240 shares 240 $215K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530 $214K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,207 shares; 2025Q1: 4,731 shares; 2025Q2: 4,731 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,606 shares 5,606 $209K <0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $206K <0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 817 shares 817 $205K <0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,735 shares; 2026Q1: 8,735 shares 8,735 $204K <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,546 shares; 2025Q4: not reported; 2026Q1: 4,130 shares 4,130 $202K <0.01% new Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,351 shares; 2024Q4: 75,351 shares; 2025Q1: 75,351 shares; 2025Q2: 75,351 shares; 2025Q3: 75,351 shares; 2025Q4: 75,351 shares; 2026Q1: 75,351 shares 75,351 $182K <0.01% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $166K <0.01% 0 Timeline FTHM FATHOM HOLDINGS INC More: the full row for FATHOM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,817 shares; 2024Q4: 68,817 shares; 2025Q1: 207,590 shares; 2025Q2: 207,590 shares; 2025Q3: 207,590 shares; 2025Q4: 207,590 shares; 2026Q1: 207,590 shares 207,590 $110K <0.01% 0 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,379 shares; 2025Q1: 43,379 shares; 2025Q2: 43,379 shares; 2025Q3: 43,379 shares; 2025Q4: 43,379 shares; 2026Q1: 43,379 shares 43,379 $84.6K <0.01% 0 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $30.7K <0.01% 0 Timeline