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: 726,829 shares; 2024Q4: 736,968 shares; 2025Q1: 100 shares; 2025Q2: 1,045 shares; 2025Q3: 788,652 shares; 2025Q4: 788,652 shares; 2026Q1: 788,080 shares 788,080 $76.5M 12.26% -572 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: 7,643 shares; 2025Q3: 15,000 shares; 2025Q4: 15,349 shares; 2026Q1: 1,717,538 shares 1,717,538 $37.7M 6.03% +1,702,189 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: 94,051 shares; 2024Q4: 94,356 shares; 2025Q1: 100,298 shares; 2025Q2: 104,950 shares; 2025Q3: 105,510 shares; 2025Q4: 107,374 shares; 2026Q1: 116,329 shares 116,329 $37.3M 5.98% +8,955 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: 250,722 shares; 2024Q4: 272,618 shares; 2025Q1: 274,772 shares; 2025Q2: 310,248 shares; 2025Q3: 310,736 shares; 2025Q4: 315,340 shares; 2026Q1: 346,238 shares 346,238 $26.7M 4.28% +30,898 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: 30,055 shares; 2024Q4: 30,172 shares; 2025Q1: 19,687 shares; 2025Q2: 21,663 shares; 2025Q3: 34,284 shares; 2025Q4: 35,670 shares; 2026Q1: 57,116 shares 57,116 $16.4M 2.63% +21,446 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: 9,294 shares; 2024Q4: 9,191 shares; 2025Q1: 9,277 shares; 2025Q2: 10,071 shares; 2025Q3: 9,701 shares; 2025Q4: 14,718 shares; 2026Q1: 90,074 shares 90,074 $15.3M 2.45% +75,356 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: 38,739 shares; 2024Q4: 56,381 shares; 2025Q1: 39,768 shares; 2025Q2: 46,327 shares; 2025Q3: 69,267 shares; 2025Q4: 77,260 shares; 2026Q1: 80,207 shares 80,207 $14M 2.24% +2,947 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: 50,226 shares; 2024Q4: 49,967 shares; 2025Q1: 8,473 shares; 2025Q2: 8,473 shares; 2025Q3: 54,807 shares; 2025Q4: 54,807 shares; 2026Q1: 54,807 shares 54,807 $13.6M 2.18% 0 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: 36,704 shares; 2024Q4: 35,026 shares; 2025Q1: 33,610 shares; 2025Q2: 33,814 shares; 2025Q3: 40,978 shares; 2025Q4: 45,773 shares; 2026Q1: 49,211 shares 49,211 $12.5M 2% +3,438 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: 79,150 shares; 2024Q4: 79,864 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,076 shares; 2025Q4: 83,076 shares; 2026Q1: 83,076 shares 83,076 $11.5M 1.84% 0 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: 24,924 shares; 2024Q4: 21,316 shares; 2025Q1: 20,601 shares; 2025Q2: 22,418 shares; 2025Q3: 22,846 shares; 2025Q4: 25,422 shares; 2026Q1: 27,456 shares 27,456 $10.2M 1.63% +2,034 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: 11,633 shares; 2024Q4: 11,787 shares; 2025Q1: 11,369 shares; 2025Q2: 12,120 shares; 2025Q3: 14,395 shares; 2025Q4: 15,659 shares; 2026Q1: 35,342 shares 35,342 $10.1M 1.62% +19,683 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: 39,585 shares; 2024Q4: 39,116 shares; 2025Q1: 27,738 shares; 2025Q2: 29,805 shares; 2025Q3: 41,244 shares; 2025Q4: 42,873 shares; 2026Q1: 45,912 shares 45,912 $9.56M 1.53% +3,039 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: 9,326 shares; 2024Q4: 9,164 shares; 2025Q1: 7,291 shares; 2025Q2: 7,651 shares; 2025Q3: 10,363 shares; 2025Q4: 10,875 shares; 2026Q1: 11,236 shares 11,236 $6.43M 1.03% +361 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: 14,646 shares; 2024Q4: 14,369 shares; 2025Q1: 13,952 shares; 2025Q2: 14,750 shares; 2025Q3: 15,852 shares; 2025Q4: 19,291 shares; 2026Q1: 20,252 shares 20,252 $5.96M 0.95% +961 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,969 shares; 2025Q3: 205,525 shares; 2025Q4: 206,284 shares; 2026Q1: 227,217 shares 227,217 $5.46M 0.87% +20,933 Timeline HZO MARINEMAX INC More: the full row for MARINEMAX 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: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 180,021 shares 180,021 $4.87M 0.78% +180,000 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: 14,175 shares; 2024Q4: 14,751 shares; 2025Q1: 14,676 shares; 2025Q2: 15,160 shares; 2025Q3: 17,080 shares; 2025Q4: 19,465 shares; 2026Q1: 19,392 shares 19,392 $4.74M 0.76% -73 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 76 shares; 2026Q1: 300,076 shares 300,076 $4.73M 0.76% +300,000 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: 68,675 shares; 2024Q4: 67,343 shares; 2025Q1: 69,343 shares; 2025Q2: 72,030 shares; 2025Q3: 72,015 shares; 2025Q4: 72,015 shares; 2026Q1: 71,992 shares 71,992 $4.61M 0.74% -23 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: 7,432 shares; 2024Q4: 7,860 shares; 2025Q1: 8,742 shares; 2025Q2: 8,841 shares; 2025Q3: 10,314 shares; 2025Q4: 13,649 shares; 2026Q1: 14,940 shares 14,940 $3.91M 0.63% +1,291 Timeline CC CHEMOURS CO More: the full row for CHEMOURS 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: 26 shares; 2025Q4: not reported; 2026Q1: 170,000 shares 170,000 $3.75M 0.6% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 56,800 shares 56,800 $3.69M 0.59% +56,000 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: 4,278 shares; 2024Q4: 4,279 shares; 2025Q1: 4,282 shares; 2025Q2: 4,418 shares; 2025Q3: 4,020 shares; 2025Q4: 4,181 shares; 2026Q1: 4,272 shares 4,272 $3.61M 0.58% +91 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: 8,065 shares; 2024Q4: 7,995 shares; 2025Q1: 7,734 shares; 2025Q2: 8,511 shares; 2025Q3: 8,252 shares; 2025Q4: 11,598 shares; 2026Q1: 10,879 shares 10,879 $3.37M 0.54% -719 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 12,500 shares; 2025Q3: 76,798 shares; 2025Q4: 76,871 shares; 2026Q1: 126,871 shares 126,871 $3.33M 0.53% +50,000 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: 8,248 shares; 2024Q4: 8,375 shares; 2025Q1: 956 shares; 2025Q2: 1,581 shares; 2025Q3: 8,938 shares; 2025Q4: 9,862 shares; 2026Q1: 8,709 shares 8,709 $3.24M 0.52% -1,153 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: 9,070 shares; 2024Q4: 9,349 shares; 2025Q1: 9,888 shares; 2025Q2: 9,958 shares; 2025Q3: 10,162 shares; 2025Q4: 13,778 shares; 2026Q1: 15,232 shares 15,232 $3.15M 0.5% +1,454 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: 25,705 shares; 2024Q4: 25,555 shares; 2025Q1: 11,841 shares; 2025Q2: 12,022 shares; 2025Q3: 26,977 shares; 2025Q4: 27,153 shares; 2026Q1: 27,344 shares 27,344 $3.1M 0.5% +191 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: 46,860 shares; 2024Q4: 52,167 shares; 2025Q1: 49,617 shares; 2025Q2: 48,367 shares; 2025Q3: 49,586 shares; 2025Q4: 50,836 shares; 2026Q1: 55,822 shares 55,822 $3.02M 0.48% +4,986 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,992 shares; 2024Q4: 25,092 shares; 2025Q1: 27,626 shares; 2025Q2: 30,384 shares; 2025Q3: 30,406 shares; 2025Q4: 30,375 shares; 2026Q1: 30,375 shares 30,375 $2.9M 0.47% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,568 shares; 2024Q4: 5,665 shares; 2025Q1: 5,684 shares; 2025Q2: 6,136 shares; 2025Q3: 6,988 shares; 2025Q4: 7,842 shares; 2026Q1: 7,969 shares 7,969 $2.8M 0.45% +127 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,651 shares; 2024Q4: 16,303 shares; 2025Q1: 14,340 shares; 2025Q2: 13,953 shares; 2025Q3: 13,627 shares; 2025Q4: 13,621 shares; 2026Q1: 13,903 shares 13,903 $2.76M 0.44% +282 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: 6,570 shares; 2024Q4: 6,662 shares; 2025Q1: 4,317 shares; 2025Q2: 5,101 shares; 2025Q3: 8,204 shares; 2025Q4: 8,396 shares; 2026Q1: 9,048 shares 9,048 $2.73M 0.44% +652 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 4,334 shares; 2025Q1: 4,332 shares; 2025Q2: 4,242 shares; 2025Q3: 4,063 shares; 2025Q4: 4,063 shares; 2026Q1: 4,058 shares 4,058 $2.65M 0.42% -5 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: 4,403 shares; 2024Q4: 4,372 shares; 2025Q1: 3,848 shares; 2025Q2: 4,528 shares; 2025Q3: 4,595 shares; 2025Q4: 4,681 shares; 2026Q1: 5,502 shares 5,502 $2.64M 0.42% +821 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,522 shares; 2024Q4: 17,498 shares; 2025Q1: 17,481 shares; 2025Q2: 17,717 shares; 2025Q3: 17,717 shares; 2025Q4: 17,518 shares; 2026Q1: 17,518 shares 17,518 $2.48M 0.4% 0 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: 7,880 shares; 2024Q4: 7,880 shares; 2025Q1: 7,824 shares; 2025Q2: 7,890 shares; 2025Q3: 7,500 shares; 2025Q4: 8,284 shares; 2026Q1: 8,711 shares 8,711 $2.48M 0.4% +427 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: 16,573 shares; 2024Q4: 18,219 shares; 2025Q1: 16,522 shares; 2025Q2: 17,211 shares; 2025Q3: 16,792 shares; 2025Q4: 16,913 shares; 2026Q1: 17,804 shares 17,804 $2.46M 0.39% +891 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: 24,391 shares; 2024Q4: 24,467 shares; 2025Q1: 16,264 shares; 2025Q2: 16,770 shares; 2025Q3: 25,155 shares; 2025Q4: 25,483 shares; 2026Q1: 25,431 shares 25,431 $2.39M 0.38% -52 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: 4,229 shares; 2024Q4: 4,080 shares; 2025Q1: 2,387 shares; 2025Q2: 2,343 shares; 2025Q3: 3,178 shares; 2025Q4: 24,338 shares; 2026Q1: 24,571 shares 24,571 $2.36M 0.38% +233 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: 38,074 shares; 2024Q4: 36,829 shares; 2025Q1: 13,804 shares; 2025Q2: 14,052 shares; 2025Q3: 28,337 shares; 2025Q4: 28,708 shares; 2026Q1: 29,500 shares 29,500 $2.35M 0.38% +792 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,130 shares; 2025Q2: 1,630 shares; 2025Q3: 7,480 shares; 2025Q4: 7,480 shares; 2026Q1: 58,161 shares 58,161 $2.14M 0.34% +50,681 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: 32,591 shares; 2024Q4: 30,083 shares; 2025Q1: 20,518 shares; 2025Q2: 20,778 shares; 2025Q3: 29,727 shares; 2025Q4: 29,701 shares; 2026Q1: 29,376 shares 29,376 $2.11M 0.34% -325 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: 39,447 shares; 2024Q4: 36,912 shares; 2025Q1: 34,275 shares; 2025Q2: 31,351 shares; 2025Q3: 30,191 shares; 2025Q4: 40,216 shares; 2026Q1: 42,993 shares 42,993 $2.1M 0.34% +2,777 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,699 shares 50,699 $2.07M 0.33% 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: 9,968 shares; 2024Q4: 11,632 shares; 2025Q1: 11,631 shares; 2025Q2: 12,317 shares; 2025Q3: 14,761 shares; 2025Q4: 15,300 shares; 2026Q1: 15,594 shares 15,594 $2.06M 0.33% +294 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: 6,897 shares; 2024Q4: 6,858 shares; 2025Q1: 6,910 shares; 2025Q2: 6,908 shares; 2025Q3: 7,471 shares; 2025Q4: 10,247 shares; 2026Q1: 10,340 shares 10,340 $2.01M 0.32% +93 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: 13,395 shares; 2024Q4: 13,399 shares; 2025Q1: 7,092 shares; 2025Q2: 7,132 shares; 2025Q3: 12,291 shares; 2025Q4: 12,258 shares; 2026Q1: 12,560 shares 12,560 $1.98M 0.32% +302 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: 20,947 shares; 2024Q4: 20,947 shares; 2025Q1: 20,947 shares; 2025Q2: 21,131 shares; 2025Q3: 20,947 shares; 2025Q4: 21,181 shares; 2026Q1: 21,216 shares 21,216 $1.97M 0.32% +35 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: 9,899 shares; 2024Q4: 10,135 shares; 2025Q1: 6,397 shares; 2025Q2: 7,163 shares; 2025Q3: 11,638 shares; 2025Q4: 11,859 shares; 2026Q1: 13,283 shares 13,283 $1.95M 0.31% +1,424 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: 15,584 shares; 2024Q4: 16,224 shares; 2025Q1: 16,249 shares; 2025Q2: 17,359 shares; 2025Q3: 22,124 shares; 2025Q4: 22,869 shares; 2026Q1: 25,129 shares 25,129 $1.95M 0.31% +2,260 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,328 shares; 2024Q4: 23,620 shares; 2025Q1: 24,614 shares; 2025Q2: 30,465 shares; 2025Q3: 31,318 shares; 2025Q4: 33,094 shares; 2026Q1: 34,338 shares 34,338 $1.95M 0.31% +1,244 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: 3,367 shares; 2024Q4: 3,367 shares; 2025Q1: 3,381 shares; 2025Q2: 3,393 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,238 shares 3,238 $1.94M 0.31% +117 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000 $1.93M 0.31% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,830 shares; 2025Q1: 2,797 shares; 2025Q2: 3,092 shares; 2025Q3: 4,127 shares; 2025Q4: 5,515 shares; 2026Q1: 5,798 shares 5,798 $1.8M 0.29% +283 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 1,896 shares; 2025Q1: 1,860 shares; 2025Q2: 1,719 shares; 2025Q3: 1,616 shares; 2025Q4: 1,793 shares; 2026Q1: 1,981 shares 1,981 $1.73M 0.28% +188 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,696 shares; 2024Q4: 18,346 shares; 2025Q1: 744 shares; 2025Q2: 787 shares; 2025Q3: 14,399 shares; 2025Q4: 14,368 shares; 2026Q1: 14,553 shares 14,553 $1.73M 0.28% +185 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: 59,741 shares; 2024Q4: 59,240 shares; 2025Q1: 65,087 shares; 2025Q2: 66,512 shares; 2025Q3: 65,143 shares; 2025Q4: 52,646 shares; 2026Q1: 60,768 shares 60,768 $1.71M 0.27% +8,122 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: 2,121 shares; 2024Q4: 2,131 shares; 2025Q1: 2,111 shares; 2025Q2: 2,248 shares; 2025Q3: 2,933 shares; 2025Q4: 2,999 shares; 2026Q1: 3,294 shares 3,294 $1.65M 0.26% +295 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: 7,041 shares; 2024Q4: 6,857 shares; 2025Q1: 6,651 shares; 2025Q2: 6,997 shares; 2025Q3: 6,921 shares; 2025Q4: 6,796 shares; 2026Q1: 4,950 shares 4,950 $1.62M 0.26% -1,846 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: 7,033 shares; 2024Q4: 7,344 shares; 2025Q1: 2,518 shares; 2025Q2: 2,656 shares; 2025Q3: 5,206 shares; 2025Q4: 7,298 shares; 2026Q1: 7,891 shares 7,891 $1.61M 0.26% +593 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: 7,260 shares; 2024Q4: 7,227 shares; 2025Q1: 7,309 shares; 2025Q2: 7,855 shares; 2025Q3: 9,004 shares; 2025Q4: 10,562 shares; 2026Q1: 11,088 shares 11,088 $1.6M 0.26% +526 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: 7,304 shares; 2024Q4: 7,304 shares; 2025Q1: 7,304 shares; 2025Q2: 7,341 shares; 2025Q3: 22,370 shares; 2025Q4: 22,312 shares; 2026Q1: 22,299 shares 22,299 $1.59M 0.25% -13 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 6,562 shares; 2025Q3: 6,566 shares; 2025Q4: 6,512 shares; 2026Q1: 6,589 shares 6,589 $1.52M 0.24% +77 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: 4,305 shares; 2024Q4: 4,545 shares; 2025Q1: 4,406 shares; 2025Q2: 4,930 shares; 2025Q3: 6,115 shares; 2025Q4: 6,094 shares; 2026Q1: 6,993 shares 6,993 $1.52M 0.24% +899 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: 3,255 shares; 2024Q4: 6,374 shares; 2025Q1: 139 shares; 2025Q2: 354 shares; 2025Q3: 8,139 shares; 2025Q4: 8,190 shares; 2026Q1: 8,255 shares 8,255 $1.5M 0.24% +65 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: 903 shares; 2024Q4: 986 shares; 2025Q1: 1,006 shares; 2025Q2: 1,138 shares; 2025Q3: 1,163 shares; 2025Q4: 1,440 shares; 2026Q1: 1,622 shares 1,622 $1.49M 0.24% +182 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: 126,367 shares; 2024Q4: 124,042 shares; 2025Q1: 72,841 shares; 2025Q2: 76,865 shares; 2025Q3: 84,544 shares; 2025Q4: 53,777 shares; 2026Q1: 54,047 shares 54,047 $1.48M 0.24% +270 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 858 shares 858 $1.48M 0.24% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,613 shares; 2025Q1: 2,601 shares; 2025Q2: 2,803 shares; 2025Q3: 4,143 shares; 2025Q4: 5,608 shares; 2026Q1: 4,489 shares 4,489 $1.48M 0.24% -1,119 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 718 shares; 2025Q1: 714 shares; 2025Q2: 1,083 shares; 2025Q3: 2,700 shares; 2025Q4: 3,171 shares; 2026Q1: 4,034 shares 4,034 $1.43M 0.23% +863 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 3,113 shares; 2025Q1: 623 shares; 2025Q2: 5,132 shares; 2025Q3: 10,634 shares; 2025Q4: 11,033 shares; 2026Q1: 11,230 shares 11,230 $1.42M 0.23% +197 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,206 shares; 2024Q4: 11,376 shares; 2025Q1: 1,164 shares; 2025Q2: 1,545 shares; 2025Q3: 7,629 shares; 2025Q4: 7,700 shares; 2026Q1: 7,660 shares 7,660 $1.4M 0.22% -40 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 1,707 shares; 2025Q1: 683 shares; 2025Q2: 720 shares; 2025Q3: 799 shares; 2025Q4: 758 shares; 2026Q1: 730 shares 730 $1.4M 0.22% -28 Timeline ESML 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: 21,518 shares; 2024Q4: 21,518 shares; 2025Q1: 24,051 shares; 2025Q2: 29,294 shares; 2025Q3: 29,294 shares; 2025Q4: 29,619 shares; 2026Q1: 29,619 shares 29,619 $1.39M 0.22% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,733 shares; 2024Q4: 16,733 shares; 2025Q1: 16,733 shares; 2025Q2: 22,337 shares; 2025Q3: 23,062 shares; 2025Q4: 24,334 shares; 2026Q1: 34,334 shares 34,334 $1.37M 0.22% +10,000 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,765 shares; 2024Q4: 21,765 shares; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 32,328 shares; 2025Q4: 32,328 shares; 2026Q1: 32,328 shares 32,328 $1.36M 0.22% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 11,439 shares; 2025Q1: 11,358 shares; 2025Q2: 11,624 shares; 2025Q3: 11,615 shares; 2025Q4: 15,265 shares; 2026Q1: 15,269 shares 15,269 $1.33M 0.21% +4 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: 5,839 shares; 2024Q4: 5,937 shares; 2025Q1: 5,870 shares; 2025Q2: 7,191 shares; 2025Q3: 9,642 shares; 2025Q4: 10,080 shares; 2026Q1: 10,656 shares 10,656 $1.33M 0.21% +576 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: 18,146 shares; 2024Q4: 26,393 shares; 2025Q1: 18,684 shares; 2025Q2: 16,383 shares; 2025Q3: 16,470 shares; 2025Q4: 16,418 shares; 2026Q1: 17,911 shares 17,911 $1.32M 0.21% +1,493 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: 257 shares; 2025Q1: 255 shares; 2025Q2: 310 shares; 2025Q3: 949 shares; 2025Q4: 1,258 shares; 2026Q1: 1,367 shares 1,367 $1.31M 0.21% +109 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 12,531 shares; 2025Q1: 12,531 shares; 2025Q2: 12,574 shares; 2025Q3: 12,800 shares; 2025Q4: 14,454 shares; 2026Q1: 14,430 shares 14,430 $1.31M 0.21% -24 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: 6,712 shares; 2024Q4: 6,721 shares; 2025Q1: 486 shares; 2025Q2: 908 shares; 2025Q3: 8,836 shares; 2025Q4: 8,790 shares; 2026Q1: 9,075 shares 9,075 $1.31M 0.21% +285 Timeline ICLN 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: 52,287 shares; 2024Q4: 52,287 shares; 2025Q1: 60,704 shares; 2025Q2: 68,627 shares; 2025Q3: 71,612 shares; 2025Q4: 71,612 shares; 2026Q1: 71,612 shares 71,612 $1.31M 0.21% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,414 shares; 2024Q4: 27,518 shares; 2025Q1: 32,262 shares; 2025Q2: 33,025 shares; 2025Q3: 35,220 shares; 2025Q4: 35,361 shares; 2026Q1: 35,389 shares 35,389 $1.31M 0.21% +28 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,469 shares; 2024Q4: 16,569 shares; 2025Q1: 22,244 shares; 2025Q2: 29,744 shares; 2025Q3: 29,744 shares; 2025Q4: 29,744 shares; 2026Q1: 29,744 shares 29,744 $1.28M 0.21% 0 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: 1,752 shares; 2024Q4: 1,795 shares; 2025Q1: 735 shares; 2025Q2: 834 shares; 2025Q3: 2,007 shares; 2025Q4: 2,057 shares; 2026Q1: 2,235 shares 2,235 $1.26M 0.2% +178 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 261 shares; 2025Q1: 3,656 shares; 2025Q2: 187 shares; 2025Q3: 34 shares; 2025Q4: 88 shares; 2026Q1: 30,212 shares 30,212 $1.26M 0.2% +30,124 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,337 shares; 2025Q1: 1,367 shares; 2025Q2: 1,437 shares; 2025Q3: 2,235 shares; 2025Q4: 3,600 shares; 2026Q1: 3,611 shares 3,611 $1.24M 0.2% +11 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: 6,504 shares; 2024Q4: 6,204 shares; 2025Q1: 5,724 shares; 2025Q2: 5,755 shares; 2025Q3: 5,801 shares; 2025Q4: 5,797 shares; 2026Q1: 5,835 shares 5,835 $1.22M 0.19% +38 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: 1,763 shares; 2024Q4: 1,846 shares; 2025Q1: 1,809 shares; 2025Q2: 2,518 shares; 2025Q3: 5,804 shares; 2025Q4: 6,216 shares; 2026Q1: 6,462 shares 6,462 $1.21M 0.19% +246 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: 729 shares; 2024Q4: 746 shares; 2025Q1: 731 shares; 2025Q2: 841 shares; 2025Q3: 749 shares; 2025Q4: 1,452 shares; 2026Q1: 1,677 shares 1,677 $1.19M 0.19% +225 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,884 shares; 2025Q1: 588 shares; 2025Q2: 681 shares; 2025Q3: 8,587 shares; 2025Q4: 8,567 shares; 2026Q1: 8,643 shares 8,643 $1.17M 0.19% +76 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 2,905 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 2,655 shares; 2025Q4: 2,654 shares; 2026Q1: 2,679 shares 2,679 $1.14M 0.18% +25 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 21,987 shares; 2025Q1: 465 shares; 2025Q2: 731 shares; 2025Q3: 14,905 shares; 2025Q4: 15,043 shares; 2026Q1: 15,128 shares 15,128 $1.13M 0.18% +85 Timeline RELL RICHARDSON ELECTRS LTD More: the full row for RICHARDSON ELECTRS 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: 100,000 shares 100,000 $1.09M 0.18% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,089 shares; 2024Q4: 10,089 shares; 2025Q1: 134 shares; 2025Q2: 383 shares; 2025Q3: 14,109 shares; 2025Q4: 14,195 shares; 2026Q1: 14,149 shares 14,149 $1.06M 0.17% -46 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: 1,819 shares; 2024Q4: 2,384 shares; 2025Q1: 2,137 shares; 2025Q2: 2,963 shares; 2025Q3: 4,083 shares; 2025Q4: 4,332 shares; 2026Q1: 5,519 shares 5,519 $1.06M 0.17% +1,187 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,646 shares; 2024Q4: 32,176 shares; 2025Q1: 32,065 shares; 2025Q2: 32,133 shares; 2025Q3: 32,133 shares; 2025Q4: 32,074 shares; 2026Q1: 32,065 shares 32,065 $1.06M 0.17% -9 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: 1,091 shares; 2024Q4: 1,086 shares; 2025Q1: 1,115 shares; 2025Q2: 1,075 shares; 2025Q3: 2,472 shares; 2025Q4: 3,735 shares; 2026Q1: 4,344 shares 4,344 $1.05M 0.17% +609 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: 7,525 shares; 2024Q4: 7,784 shares; 2025Q1: 7,301 shares; 2025Q2: 8,905 shares; 2025Q3: 8,770 shares; 2025Q4: 14,287 shares; 2026Q1: 13,514 shares 13,514 $1.03M 0.16% -773 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 671 shares; 2025Q2: 999 shares; 2025Q3: 880 shares; 2025Q4: 2,707 shares; 2026Q1: 3,037 shares 3,037 $1.03M 0.16% +330 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: 3,616 shares; 2024Q4: 3,571 shares; 2025Q1: 3,580 shares; 2025Q2: 3,617 shares; 2025Q3: 5,105 shares; 2025Q4: 5,054 shares; 2026Q1: 5,011 shares 5,011 $1.02M 0.16% -43 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: 4,916 shares; 2024Q4: 5,058 shares; 2025Q1: 4,734 shares; 2025Q2: 4,800 shares; 2025Q3: 4,292 shares; 2025Q4: 6,251 shares; 2026Q1: 6,512 shares 6,512 $1.01M 0.16% +261 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,580 shares; 2025Q4: 3,943 shares; 2026Q1: 4,021 shares 4,021 $1.01M 0.16% +78 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: 6,533 shares; 2024Q4: 6,940 shares; 2025Q1: 6,466 shares; 2025Q2: 6,930 shares; 2025Q3: 8,618 shares; 2025Q4: 9,507 shares; 2026Q1: 9,807 shares 9,807 $1.01M 0.16% +300 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: 1,504 shares; 2024Q4: 1,463 shares; 2025Q1: 1,509 shares; 2025Q2: 1,643 shares; 2025Q3: 1,621 shares; 2025Q4: 4,408 shares; 2026Q1: 4,381 shares 4,381 $1.01M 0.16% -27 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,218 shares; 2024Q4: 5,516 shares; 2025Q1: 5,767 shares; 2025Q2: 5,917 shares; 2025Q3: 7,353 shares; 2025Q4: 10,473 shares; 2026Q1: 10,363 shares 10,363 $999K 0.16% -110 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: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 1,015 shares; 2025Q3: 4,934 shares; 2025Q4: 4,960 shares; 2026Q1: 6,328 shares 6,328 $995K 0.16% +1,368 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: 7,525 shares; 2025Q1: 7,336 shares; 2025Q2: 7,780 shares; 2025Q3: 5,690 shares; 2025Q4: 6,863 shares; 2026Q1: 4,629 shares 4,629 $990K 0.16% -2,234 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: 8,493 shares; 2024Q4: 24,059 shares; 2025Q1: 26,309 shares; 2025Q2: 36,559 shares; 2025Q3: 33,950 shares; 2025Q4: 31,950 shares; 2026Q1: 31,950 shares 31,950 $989K 0.16% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,282 shares; 2025Q1: 4,220 shares; 2025Q2: 4,198 shares; 2025Q3: 5,364 shares; 2025Q4: 8,708 shares; 2026Q1: 8,133 shares 8,133 $981K 0.16% -575 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,936 shares; 2024Q4: 10,736 shares; 2025Q1: 10,736 shares; 2025Q2: 12,801 shares; 2025Q3: 12,801 shares; 2025Q4: 12,801 shares; 2026Q1: 12,801 shares 12,801 $961K 0.15% 0 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: 1,833 shares; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,835 shares; 2025Q3: 1,837 shares; 2025Q4: 3,577 shares; 2026Q1: 3,330 shares 3,330 $956K 0.15% -247 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,541 shares; 2025Q3: 16,828 shares; 2025Q4: 27,503 shares; 2026Q1: 42,770 shares 42,770 $956K 0.15% +15,267 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,409 shares; 2025Q1: 4,413 shares; 2025Q2: 4,809 shares; 2025Q3: 5,178 shares; 2025Q4: 5,190 shares; 2026Q1: 5,192 shares 5,192 $952K 0.15% +2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 2,736 shares; 2025Q1: 2,758 shares; 2025Q2: 2,780 shares; 2025Q3: 2,781 shares; 2025Q4: 2,780 shares; 2026Q1: 2,882 shares 2,882 $949K 0.15% +102 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: 9,312 shares; 2024Q4: 10,116 shares; 2025Q1: 10,235 shares; 2025Q2: 10,913 shares; 2025Q3: 12,192 shares; 2025Q4: 18,532 shares; 2026Q1: 18,450 shares 18,450 $926K 0.15% -82 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: 923 shares; 2024Q4: 928 shares; 2025Q1: 944 shares; 2025Q2: 955 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 2,102 shares 2,102 $918K 0.15% +1,152 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,063 shares; 2025Q4: 21,463 shares; 2026Q1: 21,463 shares 21,463 $917K 0.15% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,349 shares; 2024Q4: 10,749 shares; 2025Q1: 10,749 shares; 2025Q2: 10,749 shares; 2025Q3: 11,424 shares; 2025Q4: 11,424 shares; 2026Q1: 11,424 shares 11,424 $900K 0.14% 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: 6,293 shares; 2024Q4: 6,293 shares; 2025Q1: 6,293 shares; 2025Q2: 6,293 shares; 2025Q3: 6,293 shares; 2025Q4: 6,293 shares; 2026Q1: 6,293 shares 6,293 $896K 0.14% 0 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: 796 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,071 shares; 2025Q3: 3,681 shares; 2025Q4: 3,637 shares; 2026Q1: 3,661 shares 3,661 $894K 0.14% +24 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: 6,932 shares; 2024Q4: 6,938 shares; 2025Q1: 6,912 shares; 2025Q2: 13,816 shares; 2025Q3: 13,909 shares; 2025Q4: 19,072 shares; 2026Q1: 19,122 shares 19,122 $887K 0.14% +50 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: 3,012 shares; 2024Q4: 4,938 shares; 2025Q1: 4,041 shares; 2025Q2: 3,841 shares; 2025Q3: 3,843 shares; 2025Q4: 4,072 shares; 2026Q1: 4,072 shares 4,072 $885K 0.14% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,875 shares; 2025Q3: 20,875 shares; 2025Q4: 20,875 shares; 2026Q1: 20,875 shares 20,875 $873K 0.14% 0 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: 517 shares; 2024Q4: 563 shares; 2025Q1: 556 shares; 2025Q2: 678 shares; 2025Q3: 613 shares; 2025Q4: 806 shares; 2026Q1: 870 shares 870 $867K 0.14% +64 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares 6,700 $860K 0.14% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,939 shares; 2025Q2: 1,961 shares; 2025Q3: 1,967 shares; 2025Q4: 1,964 shares; 2026Q1: 1,925 shares 1,925 $860K 0.14% -39 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: 18,908 shares; 2024Q4: 18,908 shares; 2025Q1: 18,908 shares; 2025Q2: 18,908 shares; 2025Q3: 18,908 shares; 2025Q4: 28,131 shares; 2026Q1: 28,131 shares 28,131 $853K 0.14% 0 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: 1,381 shares; 2024Q4: 1,266 shares; 2025Q1: 1,354 shares; 2025Q2: 1,814 shares; 2025Q3: 1,433 shares; 2025Q4: 4,117 shares; 2026Q1: 4,088 shares 4,088 $851K 0.14% -29 Timeline ESGE 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: 11,015 shares; 2024Q4: 11,015 shares; 2025Q1: 13,779 shares; 2025Q2: 17,916 shares; 2025Q3: 17,916 shares; 2025Q4: 18,593 shares; 2026Q1: 18,593 shares 18,593 $845K 0.14% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 835 shares; 2025Q1: 791 shares; 2025Q2: 825 shares; 2025Q3: 3,041 shares; 2025Q4: 3,049 shares; 2026Q1: 3,538 shares 3,538 $836K 0.13% +489 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $835K 0.13% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,278 shares; 2025Q1: 3,116 shares; 2025Q2: 3,295 shares; 2025Q3: 3,195 shares; 2025Q4: 4,084 shares; 2026Q1: 4,179 shares 4,179 $832K 0.13% +95 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: 5,771 shares; 2024Q4: 5,771 shares; 2025Q1: 5,771 shares; 2025Q2: 5,771 shares; 2025Q3: 5,771 shares; 2025Q4: 6,399 shares; 2026Q1: 7,353 shares 7,353 $832K 0.13% +954 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,896 shares; 2024Q4: 3,816 shares; 2025Q1: 2,650 shares; 2025Q2: 2,817 shares; 2025Q3: 3,933 shares; 2025Q4: 3,846 shares; 2026Q1: 3,734 shares 3,734 $806K 0.13% -112 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 1,050 shares; 2025Q1: 93 shares; 2025Q2: 98 shares; 2025Q3: 1,031 shares; 2025Q4: 1,344 shares; 2026Q1: 1,466 shares 1,466 $805K 0.13% +122 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: 2,904 shares; 2025Q1: 2,867 shares; 2025Q2: 3,052 shares; 2025Q3: 4,120 shares; 2025Q4: 4,109 shares; 2026Q1: 3,928 shares 3,928 $779K 0.12% -181 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,370 shares; 2024Q4: 35,370 shares; 2025Q1: 35,370 shares; 2025Q2: 35,745 shares; 2025Q3: 35,800 shares; 2025Q4: 36,078 shares; 2026Q1: 36,914 shares 36,914 $740K 0.12% +836 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,089 shares; 2025Q1: 3,006 shares; 2025Q2: 3,241 shares; 2025Q3: 3,221 shares; 2025Q4: 3,187 shares; 2026Q1: 3,091 shares 3,091 $740K 0.12% -96 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,325 shares; 2025Q1: 3,222 shares; 2025Q2: 3,522 shares; 2025Q3: 3,760 shares; 2025Q4: 4,014 shares; 2026Q1: 4,480 shares 4,480 $737K 0.12% +466 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 245 shares; 2025Q1: 284 shares; 2025Q2: 309 shares; 2025Q3: 27,912 shares; 2025Q4: 27,924 shares; 2026Q1: 27,920 shares 27,920 $735K 0.12% -4 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.11% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,425 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,616 shares; 2025Q3: 4,620 shares; 2025Q4: 7,179 shares; 2026Q1: 7,389 shares 7,389 $713K 0.11% +210 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: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 617 shares; 2025Q4: 649 shares; 2026Q1: 650 shares 650 $711K 0.11% +1 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: 1,163 shares; 2024Q4: 1,458 shares; 2025Q1: 1,863 shares; 2025Q2: 1,343 shares; 2025Q3: 1,283 shares; 2025Q4: 1,830 shares; 2026Q1: 1,981 shares 1,981 $709K 0.11% +151 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,871 shares; 2025Q1: 1,909 shares; 2025Q2: 2,302 shares; 2025Q3: 2,286 shares; 2025Q4: 5,719 shares; 2026Q1: 5,291 shares 5,291 $699K 0.11% -428 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 232 shares; 2025Q1: 726 shares; 2025Q2: 1,557 shares; 2025Q3: 2,410 shares; 2025Q4: 5,336 shares; 2026Q1: 4,714 shares 4,714 $690K 0.11% -622 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 8,119 shares; 2025Q1: 8,119 shares; 2025Q2: 16,164 shares; 2025Q3: 16,164 shares; 2025Q4: 16,164 shares; 2026Q1: 16,164 shares 16,164 $687K 0.11% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,303 shares; 2026Q1: 35,491 shares 35,491 $674K 0.11% +188 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: 3,115 shares; 2024Q4: 1,797 shares; 2025Q1: 1,801 shares; 2025Q2: 2,414 shares; 2025Q3: 1,814 shares; 2025Q4: 4,647 shares; 2026Q1: 5,143 shares 5,143 $673K 0.11% +496 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: 1,613 shares; 2024Q4: 1,721 shares; 2025Q1: 1,421 shares; 2025Q2: 1,657 shares; 2025Q3: 1,427 shares; 2025Q4: 2,902 shares; 2026Q1: 2,772 shares 2,772 $672K 0.11% -130 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,805 shares; 2024Q4: 9,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,565 shares; 2025Q4: 13,505 shares; 2026Q1: 13,296 shares 13,296 $669K 0.11% -209 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: 7,509 shares; 2024Q4: 8,024 shares; 2025Q1: 10,291 shares; 2025Q2: 11,859 shares; 2025Q3: 11,637 shares; 2025Q4: 11,687 shares; 2026Q1: 14,541 shares 14,541 $658K 0.11% +2,854 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: 20,058 shares; 2024Q4: 20,058 shares; 2025Q1: 3,700 shares; 2025Q2: 4,517 shares; 2025Q3: 22,455 shares; 2025Q4: 21,677 shares; 2026Q1: 22,822 shares 22,822 $655K 0.1% +1,145 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,652 shares; 2025Q2: 1,800 shares; 2025Q3: 1,812 shares; 2025Q4: 1,877 shares; 2026Q1: 1,912 shares 1,912 $654K 0.1% +35 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: 3,910 shares; 2024Q4: 3,841 shares; 2025Q1: 3,898 shares; 2025Q2: 3,737 shares; 2025Q3: 4,143 shares; 2025Q4: 8,195 shares; 2026Q1: 6,985 shares 6,985 $649K 0.1% -1,210 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 151 shares; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 155 shares; 2025Q4: 158 shares; 2026Q1: 154 shares 154 $648K 0.1% -4 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 17,281 shares; 2025Q1: 19,031 shares; 2025Q2: 23,431 shares; 2025Q3: 23,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $640K 0.1% 0 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: 564 shares; 2024Q4: 641 shares; 2025Q1: 651 shares; 2025Q2: 690 shares; 2025Q3: 653 shares; 2025Q4: 584 shares; 2026Q1: 1,050 shares 1,050 $635K 0.1% +466 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: 295 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 2,843 shares; 2026Q1: 3,443 shares 3,443 $634K 0.1% +600 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: 4,977 shares; 2024Q4: 3,747 shares; 2025Q1: 3,542 shares; 2025Q2: 4,596 shares; 2025Q3: 4,864 shares; 2025Q4: 5,370 shares; 2026Q1: 8,680 shares 8,680 $632K 0.1% +3,310 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: 1,653 shares; 2024Q4: 926 shares; 2025Q1: 948 shares; 2025Q2: 1,929 shares; 2025Q3: 1,662 shares; 2025Q4: 5,641 shares; 2026Q1: 5,283 shares 5,283 $627K 0.1% -358 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: 2,310 shares; 2024Q4: 2,471 shares; 2025Q1: 2,468 shares; 2025Q2: 2,911 shares; 2025Q3: 3,211 shares; 2025Q4: 3,223 shares; 2026Q1: 3,921 shares 3,921 $626K 0.1% +698 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,777 shares; 2024Q4: 14,927 shares; 2025Q1: 14,927 shares; 2025Q2: 15,162 shares; 2025Q3: 16,202 shares; 2025Q4: 16,437 shares; 2026Q1: 16,561 shares 16,561 $625K 0.1% +124 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: 11,189 shares; 2024Q4: 11,129 shares; 2025Q1: 11,113 shares; 2025Q2: 11,607 shares; 2025Q3: 13,944 shares; 2025Q4: 14,420 shares; 2026Q1: 13,503 shares 13,503 $621K 0.1% -917 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 1,245 shares; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 1,302 shares; 2025Q4: 1,601 shares; 2026Q1: 1,587 shares 1,587 $620K 0.1% -14 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 50 shares; 2025Q3: 139 shares; 2025Q4: 1,279 shares; 2026Q1: 2,816 shares 2,816 $611K 0.1% +1,537 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,320 shares; 2025Q4: 9,320 shares; 2026Q1: 9,320 shares 9,320 $599K 0.1% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 5,441 shares; 2025Q1: 7,529 shares; 2025Q2: 10,654 shares; 2025Q3: 11,651 shares; 2025Q4: 11,713 shares; 2026Q1: 11,729 shares 11,729 $596K 0.1% +16 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: 5,109 shares; 2024Q4: 3,759 shares; 2025Q1: 3,786 shares; 2025Q2: 4,077 shares; 2025Q3: 3,878 shares; 2025Q4: 4,706 shares; 2026Q1: 4,526 shares 4,526 $593K 0.09% -180 Timeline VIGI 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 6,700 shares 6,700 $593K 0.09% +5,200 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 6,974 shares; 2025Q1: 4,409 shares; 2025Q2: 6,078 shares; 2025Q3: 7,326 shares; 2025Q4: 16,842 shares; 2026Q1: 17,051 shares 17,051 $572K 0.09% +209 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: 1,892 shares; 2024Q4: 1,889 shares; 2025Q1: 1,886 shares; 2025Q2: 1,909 shares; 2025Q3: 1,903 shares; 2025Q4: 2,903 shares; 2026Q1: 2,868 shares 2,868 $563K 0.09% -35 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 941 shares; 2025Q1: 954 shares; 2025Q2: 1,397 shares; 2025Q3: 1,309 shares; 2025Q4: 5,237 shares; 2026Q1: 5,097 shares 5,097 $559K 0.09% -140 Timeline FIW 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: 5,413 shares; 2024Q4: 5,413 shares; 2025Q1: 5,413 shares; 2025Q2: 5,413 shares; 2025Q3: 5,413 shares; 2025Q4: 5,413 shares; 2026Q1: 5,413 shares 5,413 $558K 0.09% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 11,009 shares; 2025Q1: 10,553 shares; 2025Q2: 10,895 shares; 2025Q3: 10,608 shares; 2025Q4: 13,138 shares; 2026Q1: 9,329 shares 9,329 $548K 0.09% -3,809 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: 3,121 shares; 2024Q4: 3,076 shares; 2025Q1: 3,057 shares; 2025Q2: 3,236 shares; 2025Q3: 3,101 shares; 2025Q4: 3,645 shares; 2026Q1: 4,180 shares 4,180 $548K 0.09% +535 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,931 shares; 2026Q1: 10,369 shares 10,369 $538K 0.09% +7,438 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 1,255 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 1,260 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares 1,103 $535K 0.09% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,419 shares; 2024Q4: 9,768 shares; 2025Q1: 9,872 shares; 2025Q2: 9,936 shares; 2025Q3: 10,993 shares; 2025Q4: 14,687 shares; 2026Q1: 14,926 shares 14,926 $531K 0.09% +239 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 5,916 shares; 2025Q1: 4,031 shares; 2025Q2: 3,194 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,632 shares 3,632 $530K 0.08% +532 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 513 shares; 2025Q1: 678 shares; 2025Q2: 736 shares; 2025Q3: 1,689 shares; 2025Q4: 1,736 shares; 2026Q1: 1,630 shares 1,630 $526K 0.08% -106 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: 355 shares; 2024Q4: 264 shares; 2025Q1: 299 shares; 2025Q2: 322 shares; 2025Q3: 316 shares; 2025Q4: 1,407 shares; 2026Q1: 1,522 shares 1,522 $525K 0.08% +115 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: 181 shares; 2024Q4: 190 shares; 2025Q1: 211 shares; 2025Q2: 220 shares; 2025Q3: 368 shares; 2025Q4: 960 shares; 2026Q1: 964 shares 964 $519K 0.08% +4 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 33,417 shares; 2025Q4: 33,417 shares; 2026Q1: 33,417 shares 33,417 $506K 0.08% 0 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: 762 shares; 2024Q4: 795 shares; 2025Q1: 787 shares; 2025Q2: 843 shares; 2025Q3: 890 shares; 2025Q4: 877 shares; 2026Q1: 1,015 shares 1,015 $503K 0.08% +138 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: 310 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 498 shares; 2025Q3: 1,463 shares; 2025Q4: 1,493 shares; 2026Q1: 1,864 shares 1,864 $496K 0.08% +371 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 2,175 shares; 2025Q3: 412 shares; 2025Q4: 2,749 shares; 2026Q1: 2,700 shares 2,700 $490K 0.08% -49 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 3,210 shares; 2026Q1: 3,220 shares 3,220 $487K 0.08% +10 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: 1,604 shares; 2024Q4: 1,671 shares; 2025Q1: 1,660 shares; 2025Q2: 1,943 shares; 2025Q3: 2,013 shares; 2025Q4: 1,908 shares; 2026Q1: 2,121 shares 2,121 $479K 0.08% +213 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,215 shares; 2026Q1: 5,215 shares 5,215 $479K 0.08% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,750 shares; 2025Q3: 17,350 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $478K 0.08% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 842 shares; 2025Q1: 1,338 shares; 2025Q2: 1,730 shares; 2025Q3: 3,459 shares; 2025Q4: 3,525 shares; 2026Q1: 3,629 shares 3,629 $467K 0.07% +104 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $461K 0.07% 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: 1,844 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 968 shares; 2025Q3: 4,528 shares; 2025Q4: 6,791 shares; 2026Q1: 6,378 shares 6,378 $458K 0.07% -413 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 400 shares; 2025Q4: 405 shares; 2026Q1: 419 shares 419 $457K 0.07% +14 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $457K 0.07% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares 3,005 $453K 0.07% 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: 204 shares; 2024Q4: 212 shares; 2025Q1: 225 shares; 2025Q2: 298 shares; 2025Q3: 335 shares; 2025Q4: 509 shares; 2026Q1: 498 shares 498 $446K 0.07% -11 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: 14 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $438K 0.07% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200 $437K 0.07% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 3,446 shares; 2025Q1: 291 shares; 2025Q2: 347 shares; 2025Q3: 2,457 shares; 2025Q4: 2,496 shares; 2026Q1: 2,724 shares 2,724 $437K 0.07% +228 Timeline AOA 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: 4,930 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares 4,930 $436K 0.07% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 7,680 shares; 2025Q1: 7,680 shares; 2025Q2: 5,760 shares; 2025Q3: 5,760 shares; 2025Q4: 5,760 shares; 2026Q1: 5,760 shares 5,760 $433K 0.07% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,978 shares; 2025Q3: 2,976 shares; 2025Q4: 2,984 shares; 2026Q1: 3,019 shares 3,019 $432K 0.07% +35 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 11,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,260 shares; 2025Q4: 16,260 shares; 2026Q1: 16,260 shares 16,260 $431K 0.07% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares; 2026Q1: 2,034 shares 2,034 $429K 0.07% 0 Timeline AOR 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: 6,574 shares; 2025Q4: 6,574 shares; 2026Q1: 6,574 shares 6,574 $423K 0.07% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,597 shares; 2025Q2: 3,371 shares; 2025Q3: 1,597 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares 3,340 $418K 0.07% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,188 shares; 2025Q1: 176 shares; 2025Q2: 376 shares; 2025Q3: 2,337 shares; 2025Q4: 2,507 shares; 2026Q1: 2,406 shares 2,406 $410K 0.07% -101 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 1,915 shares; 2025Q4: 3,679 shares; 2026Q1: 3,699 shares 3,699 $404K 0.06% +20 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,412 shares; 2025Q4: 1,292 shares; 2026Q1: 1,316 shares 1,316 $400K 0.06% +24 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares 3,605 $399K 0.06% 0 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,525 shares; 2026Q1: 15,525 shares 15,525 $399K 0.06% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 1,899 shares; 2026Q1: 2,378 shares 2,378 $385K 0.06% +479 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: 891 shares; 2024Q4: 879 shares; 2025Q1: 822 shares; 2025Q2: 866 shares; 2025Q3: 758 shares; 2025Q4: 800 shares; 2026Q1: 779 shares 779 $383K 0.06% -21 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly 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: 1,267 shares; 2026Q1: 8,836 shares 8,836 $376K 0.06% +7,569 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 745 shares; 2025Q2: 1,045 shares; 2025Q3: 751 shares; 2025Q4: 2,481 shares; 2026Q1: 2,745 shares 2,745 $373K 0.06% +264 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900 $371K 0.06% 0 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: 738 shares; 2024Q4: 753 shares; 2025Q1: 749 shares; 2025Q2: 858 shares; 2025Q3: 891 shares; 2025Q4: 924 shares; 2026Q1: 855 shares 855 $370K 0.06% -69 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,798 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,813 shares; 2025Q4: 1,828 shares; 2026Q1: 2,530 shares 2,530 $366K 0.06% +702 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000 $365K 0.06% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,105 shares; 2024Q4: 34,105 shares; 2025Q1: 35,045 shares; 2025Q2: 31,337 shares; 2025Q3: 31,346 shares; 2025Q4: 31,484 shares; 2026Q1: 29,484 shares 29,484 $364K 0.06% -2,000 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 530 shares; 2025Q4: 2,693 shares; 2026Q1: 2,663 shares 2,663 $362K 0.06% -30 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,693 shares; 2025Q1: 10 shares; 2025Q2: 107 shares; 2025Q3: 7,244 shares; 2025Q4: 5,690 shares; 2026Q1: 5,736 shares 5,736 $360K 0.06% +46 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: 2,228 shares; 2024Q4: 2,308 shares; 2025Q1: 2,246 shares; 2025Q2: 2,725 shares; 2025Q3: 2,836 shares; 2025Q4: 3,834 shares; 2026Q1: 5,909 shares 5,909 $358K 0.06% +2,075 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: 4,546 shares; 2024Q4: 4,525 shares; 2025Q1: 4,649 shares; 2025Q2: 4,464 shares; 2025Q3: 8,314 shares; 2025Q4: 8,378 shares; 2026Q1: 6,718 shares 6,718 $356K 0.06% -1,660 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: 3,437 shares; 2024Q4: 3,743 shares; 2025Q1: 3,842 shares; 2025Q2: 5,250 shares; 2025Q3: 6,976 shares; 2025Q4: 7,554 shares; 2026Q1: 12,281 shares 12,281 $356K 0.06% +4,727 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,768 shares; 2026Q1: 4,768 shares 4,768 $353K 0.06% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS 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: 100,400 shares 100,400 $352K 0.06% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 603 shares; 2025Q3: 470 shares; 2025Q4: 3,769 shares; 2026Q1: 3,802 shares 3,802 $350K 0.06% +33 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 67 shares; 2025Q1: 57 shares; 2025Q2: 139 shares; 2025Q3: 170 shares; 2025Q4: 3,227 shares; 2026Q1: 3,129 shares 3,129 $349K 0.06% -98 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: 7 shares; 2025Q3: 1,553 shares; 2025Q4: 1,530 shares; 2026Q1: 4,960 shares 4,960 $339K 0.05% +3,430 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: 3,119 shares; 2024Q4: 3,163 shares; 2025Q1: 3,178 shares; 2025Q2: 3,190 shares; 2025Q3: 3,033 shares; 2025Q4: 2,953 shares; 2026Q1: 3,970 shares 3,970 $338K 0.05% +1,017 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 4,093 shares; 2025Q1: 4,429 shares; 2025Q2: 5,218 shares; 2025Q3: 3,655 shares; 2025Q4: 3,959 shares; 2026Q1: 3,776 shares 3,776 $338K 0.05% -183 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: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares; 2026Q1: 1,639 shares 1,639 $337K 0.05% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,161 shares; 2024Q4: 9,161 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 7,304 shares; 2025Q4: 7,304 shares; 2026Q1: 7,304 shares 7,304 $336K 0.05% 0 Timeline VPU 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: 960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,634 shares; 2026Q1: 1,679 shares 1,679 $333K 0.05% +45 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 351 shares; 2025Q3: 486 shares; 2025Q4: 1,000 shares; 2026Q1: 963 shares 963 $325K 0.05% -37 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: 2,786 shares; 2024Q4: 2,912 shares; 2025Q1: 2,941 shares; 2025Q2: 3,068 shares; 2025Q3: 4,636 shares; 2025Q4: 4,324 shares; 2026Q1: 4,839 shares 4,839 $324K 0.05% +515 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: 467 shares; 2024Q4: 551 shares; 2025Q1: 576 shares; 2025Q2: 671 shares; 2025Q3: 864 shares; 2025Q4: 859 shares; 2026Q1: 1,006 shares 1,006 $320K 0.05% +147 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: 499 shares; 2024Q4: 612 shares; 2025Q1: 593 shares; 2025Q2: 825 shares; 2025Q3: 809 shares; 2025Q4: 1,014 shares; 2026Q1: 1,058 shares 1,058 $320K 0.05% +44 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: 510 shares; 2024Q4: 545 shares; 2025Q1: 555 shares; 2025Q2: 540 shares; 2025Q3: 558 shares; 2025Q4: 3,311 shares; 2026Q1: 3,335 shares 3,335 $318K 0.05% +24 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,956 shares; 2026Q1: 11,956 shares 11,956 $313K 0.05% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares 1,775 $312K 0.05% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,450 shares 5,450 $311K 0.05% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 7,166 shares; 2025Q1: 6,121 shares; 2025Q2: 6,218 shares; 2025Q3: 6,121 shares; 2025Q4: 6,121 shares; 2026Q1: 6,121 shares 6,121 $311K 0.05% 0 Timeline GOGO GOGO INC More: the full row for GOGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,140 shares; 2024Q4: 77,269 shares; 2025Q1: 74,678 shares; 2025Q2: 78,590 shares; 2025Q3: 77,896 shares; 2025Q4: 76,593 shares; 2026Q1: 76,593 shares 76,593 $308K 0.05% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 71 shares; 2025Q4: 2,276 shares; 2026Q1: 2,360 shares 2,360 $306K 0.05% +84 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,325 shares; 2025Q3: 10,325 shares; 2025Q4: 10,325 shares; 2026Q1: 10,325 shares 10,325 $304K 0.05% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $300K 0.05% 0 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: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $297K 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,026 shares; 2025Q1: 2,070 shares; 2025Q2: 2,610 shares; 2025Q3: 2,179 shares; 2025Q4: 2,501 shares; 2026Q1: 1,778 shares 1,778 $296K 0.05% -723 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: 432 shares; 2024Q4: 333 shares; 2025Q1: 233 shares; 2025Q2: 332 shares; 2025Q3: 1,505 shares; 2025Q4: 2,142 shares; 2026Q1: 2,032 shares 2,032 $295K 0.05% -110 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,810 shares; 2026Q1: 10,904 shares 10,904 $294K 0.05% +2,094 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: 1,854 shares; 2024Q4: 10,238 shares; 2025Q1: 1,862 shares; 2025Q2: 1,867 shares; 2025Q3: 1,871 shares; 2025Q4: 9,227 shares; 2026Q1: 1,881 shares 1,881 $285K 0.05% -7,346 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 11,887 shares; 2026Q1: 12,032 shares 12,032 $284K 0.05% +145 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 812 shares; 2026Q1: 710 shares 710 $283K 0.05% -102 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 4,670 shares; 2026Q1: 5,354 shares 5,354 $281K 0.05% +684 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: 136 shares; 2024Q4: 352 shares; 2025Q1: 361 shares; 2025Q2: 802 shares; 2025Q3: 543 shares; 2025Q4: 1,155 shares; 2026Q1: 2,018 shares 2,018 $281K 0.05% +863 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 647 shares; 2026Q1: 651 shares 651 $280K 0.04% +4 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 6,295 shares; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 5,000 shares; 2025Q4: 4,612 shares; 2026Q1: 4,600 shares 4,600 $279K 0.04% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: not reported; 2025Q4: 5,093 shares; 2026Q1: 5,638 shares 5,638 $278K 0.04% +545 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 14,625 shares; 2025Q4: 12,605 shares; 2026Q1: 12,243 shares 12,243 $278K 0.04% -362 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: 454 shares; 2024Q4: 442 shares; 2025Q1: 377 shares; 2025Q2: 599 shares; 2025Q3: 497 shares; 2025Q4: 520 shares; 2026Q1: 1,449 shares 1,449 $275K 0.04% +929 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: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 2,688 shares 2,688 $270K 0.04% +2,400 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,551 shares; 2025Q1: 158 shares; 2025Q2: 304 shares; 2025Q3: 1,298 shares; 2025Q4: 2,592 shares; 2026Q1: 2,584 shares 2,584 $270K 0.04% -8 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: 1,046 shares; 2024Q4: 996 shares; 2025Q1: 1,000 shares; 2025Q2: 1,089 shares; 2025Q3: 1,086 shares; 2025Q4: 1,043 shares; 2026Q1: 1,029 shares 1,029 $269K 0.04% -14 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 32 shares; 2025Q4: 54 shares; 2026Q1: 4,375 shares 4,375 $268K 0.04% +4,321 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 10,520 shares; 2025Q1: 10,156 shares; 2025Q2: 10,883 shares; 2025Q3: 8,239 shares; 2025Q4: 8,143 shares; 2026Q1: 3,822 shares 3,822 $265K 0.04% -4,321 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: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,821 shares; 2026Q1: 1,232 shares 1,232 $263K 0.04% -589 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 30 shares; 2025Q3: 1,546 shares; 2025Q4: 2,636 shares; 2026Q1: 2,637 shares 2,637 $262K 0.04% +1 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,700 shares; 2025Q3: 7,100 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $260K 0.04% 0 Timeline PROF PROFOUND MED CORP More: the full row for PROFOUND MED 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: 40,000 shares 40,000 $259K 0.04% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,451 shares; 2025Q3: 5,000 shares; 2025Q4: 5,451 shares; 2026Q1: 5,510 shares 5,510 $259K 0.04% +59 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: 457 shares; 2024Q4: 527 shares; 2025Q1: 522 shares; 2025Q2: 678 shares; 2025Q3: 670 shares; 2025Q4: 771 shares; 2026Q1: 788 shares 788 $257K 0.04% +17 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,954 shares; 2024Q4: 5,954 shares; 2025Q1: 141 shares; 2025Q2: 253 shares; 2025Q3: 2,256 shares; 2025Q4: 2,304 shares; 2026Q1: 2,115 shares 2,115 $257K 0.04% -189 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,939 shares; 2026Q1: 2,320 shares 2,320 $252K 0.04% +381 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: 797 shares; 2024Q4: 799 shares; 2025Q1: 851 shares; 2025Q2: 886 shares; 2025Q3: 831 shares; 2025Q4: 843 shares; 2026Q1: 844 shares 844 $246K 0.04% +1 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 5,422 shares 5,422 $238K 0.04% +5,420 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,453 shares; 2025Q4: 7,453 shares; 2026Q1: 8,227 shares 8,227 $236K 0.04% +774 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 2,068 shares; 2025Q1: 18 shares; 2025Q2: 25 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,517 shares 1,517 $235K 0.04% -18 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: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 3,358 shares; 2025Q3: 2,740 shares; 2025Q4: 3,284 shares; 2026Q1: 3,121 shares 3,121 $234K 0.04% -163 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 158 shares; 2025Q2: 450 shares; 2025Q3: 474 shares; 2025Q4: 2,053 shares; 2026Q1: 2,032 shares 2,032 $234K 0.04% -21 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 140 shares; 2025Q2: 295 shares; 2025Q3: 290 shares; 2025Q4: 1,160 shares; 2026Q1: 1,191 shares 1,191 $233K 0.04% +31 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,460 shares; 2024Q4: 22,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,495 shares; 2025Q4: 33,495 shares; 2026Q1: 33,495 shares 33,495 $233K 0.04% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares; 2026Q1: 7,335 shares 7,335 $232K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 2,518 shares; 2025Q4: 2,518 shares; 2026Q1: 3,384 shares 3,384 $229K 0.04% +866 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: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 595 shares; 2025Q3: 363 shares; 2025Q4: 1,132 shares; 2026Q1: 1,708 shares 1,708 $227K 0.04% +576 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 417 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 440 shares; 2025Q4: 452 shares; 2026Q1: 630 shares 630 $226K 0.04% +178 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 5,440 shares; 2026Q1: 5,440 shares 5,440 $225K 0.04% 0 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: 231 shares; 2024Q4: 231 shares; 2025Q1: 255 shares; 2025Q2: 637 shares; 2025Q3: 603 shares; 2025Q4: 2,810 shares; 2026Q1: 2,066 shares 2,066 $224K 0.04% -744 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: 557 shares; 2024Q4: 552 shares; 2025Q1: 561 shares; 2025Q2: 586 shares; 2025Q3: 246 shares; 2025Q4: 259 shares; 2026Q1: 258 shares 258 $223K 0.04% -1 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: not reported; 2025Q4: 223 shares; 2026Q1: 1,623 shares 1,623 $220K 0.04% +1,400 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: 7,332 shares; 2024Q4: 7,332 shares; 2025Q1: 2,238 shares; 2025Q2: 2,147 shares; 2025Q3: 4,237 shares; 2025Q4: 4,119 shares; 2026Q1: 3,905 shares 3,905 $218K 0.03% -214 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,566 shares; 2025Q4: 2,284 shares; 2026Q1: 1,770 shares 1,770 $217K 0.03% -514 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 966 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 1,070 shares 1,070 $217K 0.03% +318 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares 2,300 $217K 0.03% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 3,103 shares; 2025Q4: 3,087 shares; 2026Q1: 2,363 shares 2,363 $213K 0.03% -724 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,260 shares; 2025Q4: 6,260 shares; 2026Q1: 6,260 shares 6,260 $213K 0.03% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,048 shares; 2026Q1: 10,048 shares 10,048 $213K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,411 shares; 2025Q1: 2,551 shares; 2025Q2: 3,077 shares; 2025Q3: 2,582 shares; 2025Q4: 2,431 shares; 2026Q1: 3,448 shares 3,448 $211K 0.03% +1,017 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: 240 shares; 2024Q4: 104 shares; 2025Q1: 115 shares; 2025Q2: 175 shares; 2025Q3: 1,851 shares; 2025Q4: 1,844 shares; 2026Q1: 1,848 shares 1,848 $209K 0.03% +4 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,614 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares; 2026Q1: 5,537 shares 5,537 $207K 0.03% +723 Timeline FENI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 3,528 shares; 2025Q4: 3,478 shares; 2026Q1: 3,795 shares 3,795 $202K 0.03% +317 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: 772 shares; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 801 shares; 2025Q3: 788 shares; 2025Q4: 739 shares; 2026Q1: 692 shares 692 $201K 0.03% -47 Timeline IGV 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: 174 shares; 2025Q3: not reported; 2025Q4: 458 shares; 2026Q1: 2,479 shares 2,479 $198K 0.03% +2,021 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 836 shares; 2025Q1: 1,027 shares; 2025Q2: 1,256 shares; 2025Q3: 1,088 shares; 2025Q4: 1,203 shares; 2026Q1: 988 shares 988 $195K 0.03% -215 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,648 shares; 2025Q1: 1,053 shares; 2025Q2: 1,121 shares; 2025Q3: 950 shares; 2025Q4: 1,092 shares; 2026Q1: 2,154 shares 2,154 $195K 0.03% +1,062 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares; 2026Q1: 4,213 shares 4,213 $192K 0.03% +1,090 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: 3,182 shares; 2024Q4: 3,124 shares; 2025Q1: 3,352 shares; 2025Q2: 3,440 shares; 2025Q3: 3,453 shares; 2025Q4: 3,140 shares; 2026Q1: 3,105 shares 3,105 $192K 0.03% -35 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,819 shares; 2025Q4: 6,819 shares; 2026Q1: 9,158 shares 9,158 $192K 0.03% +2,339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 3,062 shares; 2026Q1: 3,133 shares 3,133 $192K 0.03% +71 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 483 shares; 2026Q1: 571 shares 571 $188K 0.03% +88 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: 858 shares; 2024Q4: 858 shares; 2025Q1: 858 shares; 2025Q2: 886 shares; 2025Q3: 887 shares; 2025Q4: 890 shares; 2026Q1: 890 shares 890 $186K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 1,753 shares 1,753 $182K 0.03% new 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: 1,017 shares; 2024Q4: 977 shares; 2025Q1: 951 shares; 2025Q2: 787 shares; 2025Q3: 1,198 shares; 2025Q4: 1,144 shares; 2026Q1: 663 shares 663 $179K 0.03% -481 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: 2,900 shares; 2025Q2: 3,847 shares; 2025Q3: 2,900 shares; 2025Q4: 3,274 shares; 2026Q1: 3,243 shares 3,243 $176K 0.03% -31 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: 2,972 shares; 2026Q1: 3,007 shares 3,007 $175K 0.03% +35 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: 114 shares; 2024Q4: 113 shares; 2025Q1: 117 shares; 2025Q2: 1,966 shares; 2025Q3: 2,155 shares; 2025Q4: 2,190 shares; 2026Q1: 1,877 shares 1,877 $173K 0.03% -313 Timeline FALN 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: 6,610 shares; 2026Q1: 6,341 shares 6,341 $169K 0.03% -269 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: 3,259 shares; 2024Q4: 3,071 shares; 2025Q1: 1,829 shares; 2025Q2: 3,566 shares; 2025Q3: 2,116 shares; 2025Q4: 2,824 shares; 2026Q1: 3,214 shares 3,214 $168K 0.03% +390 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 825 shares; 2025Q3: 685 shares; 2025Q4: 820 shares; 2026Q1: 826 shares 826 $168K 0.03% +6 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,892 shares; 2025Q3: not reported; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares 2,263 $168K 0.03% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 234 shares; 2026Q1: 256 shares 256 $167K 0.03% +22 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $167K 0.03% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $166K 0.03% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,637 shares; 2025Q1: 2,581 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares; 2026Q1: 2,111 shares 2,111 $166K 0.03% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,303 shares; 2026Q1: 1,303 shares 1,303 $165K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 295 shares; 2025Q1: 255 shares; 2025Q2: 365 shares; 2025Q3: 283 shares; 2025Q4: 1,176 shares; 2026Q1: 1,257 shares 1,257 $165K 0.03% +81 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,135 shares; 2025Q4: 5,135 shares; 2026Q1: 5,135 shares 5,135 $164K 0.03% 0 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: 64 shares; 2024Q4: 77 shares; 2025Q1: 56 shares; 2025Q2: 41 shares; 2025Q3: 1,347 shares; 2025Q4: 1,300 shares; 2026Q1: 1,807 shares 1,807 $163K 0.03% +507 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 68 shares; 2026Q1: 2,150 shares 2,150 $162K 0.03% +2,082 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: 1,432 shares; 2024Q4: 1,509 shares; 2025Q1: 1,529 shares; 2025Q2: 1,570 shares; 2025Q3: 1,625 shares; 2025Q4: 1,626 shares; 2026Q1: 1,620 shares 1,620 $161K 0.03% -6 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: 179 shares; 2024Q4: 192 shares; 2025Q1: 225 shares; 2025Q2: 347 shares; 2025Q3: 273 shares; 2025Q4: 381 shares; 2026Q1: 348 shares 348 $160K 0.03% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares; 2026Q1: 3,175 shares 3,175 $159K 0.03% +429 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,103 shares; 2025Q4: 7,103 shares; 2026Q1: 8,370 shares 8,370 $159K 0.03% +1,267 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $159K 0.03% 0 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: 4,841 shares; 2026Q1: 3,723 shares 3,723 $158K 0.03% -1,118 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares 1,975 $158K 0.03% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly 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: 1,680 shares; 2026Q1: 1,680 shares 1,680 $158K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 417 shares; 2025Q3: 546 shares; 2025Q4: 2,391 shares; 2026Q1: 2,422 shares 2,422 $158K 0.03% +31 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,573 shares; 2025Q4: 5,573 shares; 2026Q1: 6,356 shares 6,356 $157K 0.03% +783 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: 2,422 shares; 2024Q4: 2,339 shares; 2025Q1: 2,313 shares; 2025Q2: 2,440 shares; 2025Q3: 2,459 shares; 2025Q4: 2,515 shares; 2026Q1: 2,578 shares 2,578 $157K 0.03% +63 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 3,513 shares 3,513 $157K 0.03% +533 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: 280 shares; 2024Q4: 278 shares; 2025Q1: 295 shares; 2025Q2: 312 shares; 2025Q3: 317 shares; 2025Q4: 303 shares; 2026Q1: 370 shares 370 $157K 0.03% +67 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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 629 shares; 2025Q4: 501 shares; 2026Q1: 471 shares 471 $157K 0.03% -30 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: 566 shares; 2024Q4: 560 shares; 2025Q1: 550 shares; 2025Q2: 564 shares; 2025Q3: 568 shares; 2025Q4: 611 shares; 2026Q1: 561 shares 561 $157K 0.03% -50 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: 1,332 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,712 shares; 2025Q3: 2,199 shares; 2025Q4: 1,243 shares; 2026Q1: 1,597 shares 1,597 $156K 0.03% +354 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: 228 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 312 shares; 2025Q3: 296 shares; 2025Q4: 302 shares; 2026Q1: 628 shares 628 $155K 0.02% +326 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,341 shares; 2025Q2: 6,341 shares; 2025Q3: 6,341 shares; 2025Q4: not reported; 2026Q1: 6,340 shares 6,340 $154K 0.02% new 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: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 915 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 1,237 shares 1,237 $154K 0.02% +487 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 584 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $153K 0.02% 0 Timeline IXG 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: 1,341 shares; 2026Q1: 1,341 shares 1,341 $153K 0.02% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,115 shares; 2025Q4: 5,936 shares; 2026Q1: 3,821 shares 3,821 $152K 0.02% -2,115 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 5,598 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $151K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 461 shares; 2025Q1: 446 shares; 2025Q2: 492 shares; 2025Q3: 524 shares; 2025Q4: 508 shares; 2026Q1: 808 shares 808 $151K 0.02% +300 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 423 shares; 2025Q1: 428 shares; 2025Q2: 535 shares; 2025Q3: 424 shares; 2025Q4: 504 shares; 2026Q1: 493 shares 493 $150K 0.02% -11 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 2,971 shares; 2026Q1: 2,971 shares 2,971 $150K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,196 shares; 2025Q1: 1,183 shares; 2025Q2: 1,139 shares; 2025Q3: 1,108 shares; 2025Q4: 1,112 shares; 2026Q1: 2,100 shares 2,100 $149K 0.02% +988 Timeline SMMD 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: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares; 2026Q1: 1,942 shares 1,942 $148K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 800 shares; 2025Q1: 480 shares; 2025Q2: 609 shares; 2025Q3: 464 shares; 2025Q4: 513 shares; 2026Q1: 1,513 shares 1,513 $148K 0.02% +1,000 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: 1,122 shares; 2024Q4: 1,083 shares; 2025Q1: 1,116 shares; 2025Q2: 1,755 shares; 2025Q3: 2,569 shares; 2025Q4: 2,562 shares; 2026Q1: 2,577 shares 2,577 $145K 0.02% +15 Timeline KRE 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: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 3,226 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,241 shares; 2026Q1: 2,220 shares 2,220 $145K 0.02% -21 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: 237 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 531 shares; 2025Q3: 259 shares; 2025Q4: 342 shares; 2026Q1: 489 shares 489 $144K 0.02% +147 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 2,729 shares; 2025Q4: 11,163 shares; 2026Q1: 11,163 shares 11,163 $144K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,518 shares; 2025Q1: 1,547 shares; 2025Q2: 1,631 shares; 2025Q3: 1,534 shares; 2025Q4: 1,674 shares; 2026Q1: 1,712 shares 1,712 $143K 0.02% +38 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 3,639 shares; 2026Q1: 3,639 shares 3,639 $143K 0.02% 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: 9,346 shares; 2024Q4: 4,118 shares; 2025Q1: 4,766 shares; 2025Q2: 3,416 shares; 2025Q3: 3,499 shares; 2025Q4: 4,175 shares; 2026Q1: 3,227 shares 3,227 $142K 0.02% -948 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 410 shares; 2025Q4: 274 shares; 2026Q1: 261 shares 261 $142K 0.02% -13 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: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 2,124 shares; 2025Q3: 1,360 shares; 2025Q4: 3,544 shares; 2026Q1: 2,540 shares 2,540 $140K 0.02% -1,004 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,896 shares; 2025Q1: 2,896 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: not reported; 2026Q1: 2,895 shares 2,895 $140K 0.02% new 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: 174 shares; 2024Q4: 177 shares; 2025Q1: 188 shares; 2025Q2: 189 shares; 2025Q3: 780 shares; 2025Q4: 798 shares; 2026Q1: 811 shares 811 $140K 0.02% +13 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 858 shares; 2025Q1: 858 shares; 2025Q2: 995 shares; 2025Q3: 938 shares; 2025Q4: 948 shares; 2026Q1: 898 shares 898 $140K 0.02% -50 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,055 shares; 2025Q1: 1,009 shares; 2025Q2: 811 shares; 2025Q3: 804 shares; 2025Q4: 1,636 shares; 2026Q1: 1,086 shares 1,086 $137K 0.02% -550 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: 1,747 shares; 2024Q4: 1,653 shares; 2025Q1: 1,624 shares; 2025Q2: 2,808 shares; 2025Q3: 1,573 shares; 2025Q4: 2,213 shares; 2026Q1: 1,511 shares 1,511 $137K 0.02% -702 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 290 shares; 2025Q4: 216 shares; 2026Q1: 186 shares 186 $135K 0.02% -30 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 621 shares; 2026Q1: 774 shares 774 $135K 0.02% +153 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: not reported; 2026Q1: 2,538 shares 2,538 $134K 0.02% new 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: 3,828 shares; 2024Q4: not reported; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 5,734 shares; 2025Q4: 5,225 shares; 2026Q1: 4,869 shares 4,869 $134K 0.02% -356 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,985 shares; 2025Q4: 2,973 shares; 2026Q1: 2,073 shares 2,073 $132K 0.02% -900 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 122 shares; 2025Q2: 126 shares; 2025Q3: 127 shares; 2025Q4: 163 shares; 2026Q1: 443 shares 443 $132K 0.02% +280 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 195 shares; 2025Q2: 228 shares; 2025Q3: 207 shares; 2025Q4: 218 shares; 2026Q1: 244 shares 244 $132K 0.02% +26 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,532 shares; 2026Q1: 2,532 shares 2,532 $132K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $131K 0.02% 0 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: 100 shares; 2024Q4: 101 shares; 2025Q1: 100 shares; 2025Q2: 114 shares; 2025Q3: 110 shares; 2025Q4: 119 shares; 2026Q1: 177 shares 177 $129K 0.02% +58 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: 787 shares; 2024Q4: 809 shares; 2025Q1: 804 shares; 2025Q2: 944 shares; 2025Q3: 865 shares; 2025Q4: 857 shares; 2026Q1: 609 shares 609 $128K 0.02% -248 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 158 shares; 2025Q3: 185 shares; 2025Q4: 203 shares; 2026Q1: 267 shares 267 $126K 0.02% +64 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: 530 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 67 shares; 2025Q3: 58 shares; 2025Q4: 50 shares; 2026Q1: 95 shares 95 $125K 0.02% +45 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: 1,543 shares; 2024Q4: 1,273 shares; 2025Q1: 1,266 shares; 2025Q2: 1,361 shares; 2025Q3: 1,911 shares; 2025Q4: 2,110 shares; 2026Q1: 1,033 shares 1,033 $125K 0.02% -1,077 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 246 shares; 2025Q3: 214 shares; 2025Q4: 241 shares; 2026Q1: 435 shares 435 $125K 0.02% +194 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 2,776 shares; 2025Q4: 2,109 shares; 2026Q1: 1,898 shares 1,898 $124K 0.02% -211 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,734 shares; 2026Q1: 5,204 shares 5,204 $123K 0.02% +2,470 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: 347 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 290 shares; 2025Q3: 263 shares; 2025Q4: 256 shares; 2026Q1: 2,675 shares 2,675 $123K 0.02% +2,419 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: 83 shares; 2024Q4: 97 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 1,167 shares; 2025Q4: 1,165 shares; 2026Q1: 1,144 shares 1,144 $122K 0.02% -21 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 818 shares; 2025Q1: 810 shares; 2025Q2: 900 shares; 2025Q3: 822 shares; 2025Q4: 856 shares; 2026Q1: 1,501 shares 1,501 $122K 0.02% +645 Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $121K 0.02% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 222 shares; 2025Q3: 227 shares; 2025Q4: 762 shares; 2026Q1: 767 shares 767 $121K 0.02% +5 Timeline MMLP MARTIN MIDSTREAM PRTNRS L P More: the full row for MARTIN MIDSTREAM PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,794 shares 43,794 $121K 0.02% new 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: 379 shares; 2024Q4: 379 shares; 2025Q1: 360 shares; 2025Q2: 476 shares; 2025Q3: 354 shares; 2025Q4: 730 shares; 2026Q1: 790 shares 790 $121K 0.02% +60 Timeline IYF 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: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 1,037 shares; 2026Q1: 1,018 shares 1,018 $120K 0.02% -19 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: 2,140 shares; 2024Q4: 1,936 shares; 2025Q1: 2,011 shares; 2025Q2: 2,234 shares; 2025Q3: 1,894 shares; 2025Q4: 2,147 shares; 2026Q1: 2,315 shares 2,315 $120K 0.02% +168 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,985 shares; 2025Q1: 2,159 shares; 2025Q2: 2,258 shares; 2025Q3: 1,577 shares; 2025Q4: 1,772 shares; 2026Q1: 1,682 shares 1,682 $120K 0.02% -90 Timeline VGLT 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 262 shares; 2025Q3: 333 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $119K 0.02% 0 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: 149 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares 1,287 $119K 0.02% new Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,060 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 7,060 shares; 2025Q4: 6,135 shares; 2026Q1: 6,135 shares 6,135 $118K 0.02% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares 1,090 $118K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 155 shares; 2025Q1: 149 shares; 2025Q2: 168 shares; 2025Q3: 151 shares; 2025Q4: 143 shares; 2026Q1: 120 shares 120 $118K 0.02% -23 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: 45 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 80 shares; 2025Q3: 40 shares; 2025Q4: 74 shares; 2026Q1: 79 shares 79 $116K 0.02% +5 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: not reported; 2025Q1: 4,430 shares; 2025Q2: 3,230 shares; 2025Q3: 3,885 shares; 2025Q4: not reported; 2026Q1: 3,885 shares 3,885 $115K 0.02% new Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 1,799 shares 1,799 $115K 0.02% +1,041 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN 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: 3,519 shares; 2025Q4: 3,519 shares; 2026Q1: 5,110 shares 5,110 $115K 0.02% +1,591 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $114K 0.02% 0 Timeline VAW 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: 500 shares; 2026Q1: 500 shares 500 $113K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,440 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $113K 0.02% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 97 shares; 2025Q2: 79 shares; 2025Q3: 2,820 shares; 2025Q4: 1,728 shares; 2026Q1: 1,693 shares 1,693 $112K 0.02% -35 Timeline EVAX EVAXION AS More: the full row for EVAXION AS Quarterly 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: 30,000 shares 30,000 $112K 0.02% new 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: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 1,583 shares; 2025Q3: 1,611 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares 1,583 $111K 0.02% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 1,106 shares 1,106 $111K 0.02% +1,104 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 131 shares; 2025Q1: 156 shares; 2025Q2: 4,545 shares; 2025Q3: 3,439 shares; 2025Q4: 56 shares; 2026Q1: 4,047 shares 4,047 $111K 0.02% +3,991 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,136 shares; 2024Q4: not reported; 2025Q1: 6,670 shares; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 5,920 shares; 2026Q1: 5,920 shares 5,920 $110K 0.02% 0 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares; 2026Q1: 4,086 shares 4,086 $110K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,596 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,382 shares; 2025Q4: 2,536 shares; 2026Q1: 2,794 shares 2,794 $109K 0.02% +258 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $107K 0.02% 0 Timeline IXJ 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: 1,146 shares; 2026Q1: 1,146 shares 1,146 $107K 0.02% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 512 shares; 2026Q1: 508 shares 508 $107K 0.02% -4 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 4,686 shares; 2025Q3: 4,686 shares; 2025Q4: 1 shares; 2026Q1: 4,685 shares 4,685 $107K 0.02% +4,684 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: 769 shares; 2024Q4: 768 shares; 2025Q1: 841 shares; 2025Q2: 819 shares; 2025Q3: 643 shares; 2025Q4: 635 shares; 2026Q1: 438 shares 438 $106K 0.02% -197 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,683 shares; 2025Q4: 3,683 shares; 2026Q1: 3,683 shares 3,683 $106K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 430 shares; 2026Q1: 246 shares 246 $105K 0.02% -184 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,705 shares; 2025Q3: 6,705 shares; 2025Q4: 6,055 shares; 2026Q1: 7,090 shares 7,090 $105K 0.02% +1,035 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: 2,516 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 2,057 shares; 2025Q3: 877 shares; 2025Q4: 1,673 shares; 2026Q1: 1,497 shares 1,497 $104K 0.02% -176 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 106 shares; 2025Q3: 1,724 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324 $104K 0.02% 0 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,295 shares; 2024Q4: 1,600 shares; 2025Q1: 25,465 shares; 2025Q2: 25,465 shares; 2025Q3: 25,465 shares; 2025Q4: 25,465 shares; 2026Q1: 25,465 shares 25,465 $103K 0.02% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly 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: 3,436 shares; 2025Q4: 2,584 shares; 2026Q1: 2,514 shares 2,514 $102K 0.02% -70 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares 2,265 $102K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 701 shares; 2025Q1: 720 shares; 2025Q2: 1,174 shares; 2025Q3: 1,214 shares; 2025Q4: 1,211 shares; 2026Q1: 1,401 shares 1,401 $102K 0.02% +190 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: 146 shares; 2024Q4: 161 shares; 2025Q1: 180 shares; 2025Q2: 317 shares; 2025Q3: 135 shares; 2025Q4: 253 shares; 2026Q1: 283 shares 283 $101K 0.02% +30 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 422 shares 422 $101K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 786 shares; 2025Q4: 785 shares; 2026Q1: 674 shares 674 $98.6K 0.02% -111 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 937 shares; 2025Q3: 1,053 shares; 2025Q4: 1,404 shares; 2026Q1: 8,529 shares 8,529 $98.4K 0.02% +7,125 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 780 shares; 2025Q1: 766 shares; 2025Q2: 686 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,502 shares 1,502 $97.9K 0.02% +369 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 974 shares 974 $96.8K 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,139 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $96.4K 0.02% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,235 shares; 2025Q2: 5,235 shares; 2025Q3: 5,235 shares; 2025Q4: 5,235 shares; 2026Q1: 5,235 shares 5,235 $96.2K 0.02% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares 1,762 $96K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 477 shares; 2025Q1: 380 shares; 2025Q2: 385 shares; 2025Q3: 406 shares; 2025Q4: 412 shares; 2026Q1: 440 shares 440 $95.3K 0.02% +28 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 79 shares; 2025Q1: 80 shares; 2025Q2: 143 shares; 2025Q3: 175 shares; 2025Q4: 198 shares; 2026Q1: 344 shares 344 $94.9K 0.02% +146 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: 7,767 shares; 2024Q4: 439 shares; 2025Q1: 392 shares; 2025Q2: 308 shares; 2025Q3: 346 shares; 2025Q4: 453 shares; 2026Q1: 3,559 shares 3,559 $93.9K 0.02% +3,106 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $93.2K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 1,627 shares 1,627 $92.4K 0.01% -298 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $91.9K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,450 shares; 2025Q4: 1,468 shares; 2026Q1: 1,280 shares 1,280 $91.9K 0.01% -188 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 183 shares; 2025Q3: 704 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $91.1K 0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 1,254 shares; 2025Q4: 1,004 shares; 2026Q1: 1,094 shares 1,094 $90.4K 0.01% +90 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 848 shares; 2025Q4: 714 shares; 2026Q1: 714 shares 714 $90K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 69 shares; 2026Q1: 141 shares 141 $89.6K 0.01% +72 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 1,845 shares 1,845 $89.4K 0.01% -1,560 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 2,744 shares; 2025Q4: 243 shares; 2026Q1: 3,162 shares 3,162 $88.5K 0.01% +2,919 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 8,090 shares; 2025Q3: 8,590 shares; 2025Q4: not reported; 2026Q1: 3,975 shares 3,975 $88.5K 0.01% new 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 236 shares; 2025Q2: 242 shares; 2025Q3: 312 shares; 2025Q4: 514 shares; 2026Q1: 276 shares 276 $88.5K 0.01% -238 Timeline MXI 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: 818 shares; 2026Q1: 818 shares 818 $86.9K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly 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: 8,942 shares; 2025Q4: 8,942 shares; 2026Q1: 3,530 shares 3,530 $86.1K 0.01% -5,412 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 279 shares; 2025Q2: 306 shares; 2025Q3: 303 shares; 2025Q4: 316 shares; 2026Q1: 372 shares 372 $85.7K 0.01% +56 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $85.7K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 173 shares; 2025Q1: 229 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 176 shares; 2026Q1: 197 shares 197 $85.7K 0.01% +21 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 28 shares; 2026Q1: 25 shares 25 $84.4K 0.01% -3 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 91 shares; 2025Q2: 142 shares; 2025Q3: 144 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $84.2K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 213 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 267 shares 267 $83.9K 0.01% +51 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: 81 shares; 2025Q3: 64 shares; 2025Q4: 749 shares; 2026Q1: 897 shares 897 $83.7K 0.01% +148 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: 2,328 shares; 2024Q4: 1,601 shares; 2025Q1: 2,161 shares; 2025Q2: 2,546 shares; 2025Q3: 1,788 shares; 2025Q4: 4,671 shares; 2026Q1: 845 shares 845 $83.1K 0.01% -3,826 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly 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: 1,352 shares; 2025Q4: 1,036 shares; 2026Q1: 1,188 shares 1,188 $82.2K 0.01% +152 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: not reported; 2025Q4: 616 shares; 2026Q1: 3,149 shares 3,149 $82K 0.01% +2,533 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: 226 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $81.7K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 9,022 shares; 2026Q1: 1,627 shares 1,627 $81.3K 0.01% -7,395 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319 shares 319 $81K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 204 shares; 2025Q3: 165 shares; 2025Q4: 142 shares; 2026Q1: 3,596 shares 3,596 $80.9K 0.01% +3,454 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 725 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $80.8K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 726 shares; 2025Q3: 753 shares; 2025Q4: 819 shares; 2026Q1: 1,726 shares 1,726 $80.6K 0.01% +907 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,162 shares; 2025Q3: 192 shares; 2025Q4: 197 shares; 2026Q1: 1,447 shares 1,447 $80.3K 0.01% +1,250 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: 397 shares; 2024Q4: 355 shares; 2025Q1: 590 shares; 2025Q2: 621 shares; 2025Q3: 700 shares; 2025Q4: 423 shares; 2026Q1: 463 shares 463 $80.3K 0.01% +40 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: 151 shares; 2024Q4: 86 shares; 2025Q1: 57 shares; 2025Q2: 82 shares; 2025Q3: 173 shares; 2025Q4: 167 shares; 2026Q1: 192 shares 192 $80K 0.01% +25 Timeline IEX IDEX CORP More: the full row for IDEX 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: 64 shares; 2025Q3: 518 shares; 2025Q4: 419 shares; 2026Q1: 422 shares 422 $80K 0.01% +3 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 573 shares 573 $79.7K 0.01% +5 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 340 shares; 2025Q4: 352 shares; 2026Q1: 299 shares 299 $79.4K 0.01% -53 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: not reported; 2025Q1: 9,080 shares; 2025Q2: 9,080 shares; 2025Q3: 9,080 shares; 2025Q4: not reported; 2026Q1: 9,080 shares 9,080 $79.3K 0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,435 shares; 2025Q4: 2,624 shares; 2026Q1: 2,176 shares 2,176 $79.2K 0.01% -448 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $79.2K 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: 2,156 shares; 2024Q4: 2,152 shares; 2025Q1: 1,331 shares; 2025Q2: 1,412 shares; 2025Q3: 58 shares; 2025Q4: 70 shares; 2026Q1: 2,123 shares 2,123 $79K 0.01% +2,053 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares; 2026Q1: 2,111 shares 2,111 $78.6K 0.01% 0 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,395 shares 2,395 $78.5K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 107 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 203 shares; 2025Q4: 174 shares; 2026Q1: 150 shares 150 $78.4K 0.01% -24 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: 185 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 953 shares; 2025Q4: 950 shares; 2026Q1: 813 shares 813 $78.4K 0.01% -137 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 583 shares; 2026Q1: 860 shares 860 $78.2K 0.01% +277 Timeline XES 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: 672 shares 672 $78.2K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 784 shares; 2026Q1: 1,369 shares 1,369 $78.1K 0.01% +585 Timeline