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: 361,617 shares; 2024Q4: 362,637 shares; 2025Q1: 359,390 shares; 2025Q2: 1,069,790 shares; 2025Q3: 1,263,805 shares; 2025Q4: 1,248,648 shares; 2026Q1: 1,240,451 shares 1,240,451 $216M 4.16% -8,197 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: 346,350 shares; 2024Q4: 346,009 shares; 2025Q1: 338,292 shares; 2025Q2: 799,865 shares; 2025Q3: 875,734 shares; 2025Q4: 863,535 shares; 2026Q1: 849,162 shares 849,162 $216M 4.14% -14,373 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: 137,771 shares; 2024Q4: 136,819 shares; 2025Q1: 134,952 shares; 2025Q2: 325,882 shares; 2025Q3: 458,136 shares; 2025Q4: 455,690 shares; 2026Q1: 470,335 shares 470,335 $174M 3.34% +14,645 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: 12,831 shares; 2024Q4: 12,836 shares; 2025Q1: 12,860 shares; 2025Q2: 260,301 shares; 2025Q3: 259,674 shares; 2025Q4: 253,996 shares; 2026Q1: 255,315 shares 255,315 $167M 3.2% +1,319 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: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: not reported; 2025Q2: 2,480,098 shares; 2025Q3: 2,480,468 shares; 2025Q4: 2,448,134 shares; 2026Q1: 2,342,248 shares 2,342,248 $158M 3.04% -105,886 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,078 shares; 2024Q4: 503,540 shares; 2025Q1: 497,504 shares; 2025Q2: 474,099 shares; 2025Q3: 501,116 shares; 2025Q4: 505,011 shares; 2026Q1: 499,514 shares 499,514 $124M 2.39% -5,497 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: 11,332 shares; 2024Q4: 11,808 shares; 2025Q1: 12,280 shares; 2025Q2: 889,517 shares; 2025Q3: 893,650 shares; 2025Q4: 887,029 shares; 2026Q1: 856,543 shares 856,543 $106M 2.05% -30,486 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: 79,068 shares; 2024Q4: 78,077 shares; 2025Q1: 74,140 shares; 2025Q2: 269,976 shares; 2025Q3: 354,529 shares; 2025Q4: 350,721 shares; 2026Q1: 346,581 shares 346,581 $99.4M 1.91% -4,140 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: 115,572 shares; 2024Q4: 113,234 shares; 2025Q1: 109,169 shares; 2025Q2: 398,156 shares; 2025Q3: 444,121 shares; 2025Q4: 448,308 shares; 2026Q1: 463,056 shares 463,056 $96.4M 1.85% +14,748 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: 158,648 shares; 2024Q4: 158,062 shares; 2025Q1: 146,716 shares; 2025Q2: 300,387 shares; 2025Q3: 302,473 shares; 2025Q4: 297,731 shares; 2026Q1: 292,269 shares 292,269 $86M 1.65% -5,462 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741,344 shares; 2024Q4: 759,391 shares; 2025Q1: 755,115 shares; 2025Q2: 805,274 shares; 2025Q3: 877,534 shares; 2025Q4: 891,214 shares; 2026Q1: 866,594 shares 866,594 $84.3M 1.62% -24,620 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: 28,381 shares; 2024Q4: 27,502 shares; 2025Q1: 26,558 shares; 2025Q2: 122,315 shares; 2025Q3: 120,514 shares; 2025Q4: 117,774 shares; 2026Q1: 116,140 shares 116,140 $75.5M 1.45% -1,634 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: 121,926 shares; 2024Q4: 124,134 shares; 2025Q1: 126,912 shares; 2025Q2: 268,638 shares; 2025Q3: 277,974 shares; 2025Q4: 270,332 shares; 2026Q1: 256,988 shares 256,988 $73.9M 1.42% -13,344 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: 136,337 shares; 2024Q4: 132,070 shares; 2025Q1: 136,157 shares; 2025Q2: 956,167 shares; 2025Q3: 959,783 shares; 2025Q4: 1,017,292 shares; 2026Q1: 1,279,991 shares 1,279,991 $72.5M 1.39% +262,699 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: 34,653 shares; 2024Q4: 33,979 shares; 2025Q1: 32,860 shares; 2025Q2: 134,442 shares; 2025Q3: 148,255 shares; 2025Q4: 147,708 shares; 2026Q1: 143,257 shares 143,257 $68.6M 1.32% -4,451 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: 160,706 shares; 2024Q4: 159,066 shares; 2025Q1: 157,704 shares; 2025Q2: 192,864 shares; 2025Q3: 190,741 shares; 2025Q4: 190,876 shares; 2026Q1: 208,181 shares 208,181 $64.4M 1.24% +17,305 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,176,542 shares; 2025Q3: 1,268,455 shares; 2025Q4: 1,292,773 shares; 2026Q1: 1,331,820 shares 1,331,820 $61.6M 1.18% +39,047 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,942 shares; 2025Q3: 89,998 shares; 2025Q4: 86,561 shares; 2026Q1: 84,363 shares 84,363 $52M 1% -2,198 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: 42,196 shares; 2024Q4: 42,809 shares; 2025Q1: 42,477 shares; 2025Q2: 85,739 shares; 2025Q3: 90,550 shares; 2025Q4: 92,782 shares; 2026Q1: 90,189 shares 90,189 $51.6M 0.99% -2,593 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: 82,957 shares; 2024Q4: 35,818 shares; 2025Q1: 34,689 shares; 2025Q2: 239,952 shares; 2025Q3: 234,953 shares; 2025Q4: 230,758 shares; 2026Q1: 241,828 shares 241,828 $46.6M 0.9% +11,070 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403,744 shares; 2024Q4: 1,523,532 shares; 2025Q1: 1,789,939 shares; 2025Q2: 1,921,579 shares; 2025Q3: 2,204,032 shares; 2025Q4: 2,393,019 shares; 2026Q1: 2,608,754 shares 2,608,754 $43.6M 0.84% +215,735 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: 76,176 shares; 2024Q4: 74,689 shares; 2025Q1: 72,356 shares; 2025Q2: 168,150 shares; 2025Q3: 173,647 shares; 2025Q4: 169,356 shares; 2026Q1: 178,211 shares 178,211 $43.6M 0.84% +8,855 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149,834 shares; 2024Q4: 1,246,420 shares; 2025Q1: 1,453,006 shares; 2025Q2: 1,548,848 shares; 2025Q3: 1,754,029 shares; 2025Q4: 1,915,522 shares; 2026Q1: 2,072,879 shares 2,072,879 $42.7M 0.82% +157,357 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,838 shares; 2024Q4: 133,541 shares; 2025Q1: 130,618 shares; 2025Q2: 236,971 shares; 2025Q3: 239,092 shares; 2025Q4: 240,099 shares; 2026Q1: 245,225 shares 245,225 $41.6M 0.8% +5,126 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973,733 shares; 2024Q4: 1,054,696 shares; 2025Q1: 1,525,872 shares; 2025Q2: 1,658,455 shares; 2025Q3: 1,957,816 shares; 2025Q4: 2,203,067 shares; 2026Q1: 2,443,087 shares 2,443,087 $40.2M 0.77% +240,020 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: 51,438 shares; 2024Q4: 50,453 shares; 2025Q1: 50,014 shares; 2025Q2: 288,902 shares; 2025Q3: 292,501 shares; 2025Q4: 292,060 shares; 2026Q1: 321,253 shares 321,253 $39.9M 0.77% +29,193 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 10,924 shares; 2025Q1: 10,147 shares; 2025Q2: 36,977 shares; 2025Q3: 38,557 shares; 2025Q4: 38,507 shares; 2026Q1: 43,133 shares 43,133 $39.7M 0.76% +4,626 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: 9,663 shares; 2024Q4: 9,526 shares; 2025Q1: 9,453 shares; 2025Q2: 46,930 shares; 2025Q3: 47,061 shares; 2025Q4: 47,273 shares; 2026Q1: 44,899 shares 44,899 $38M 0.73% -2,374 Timeline IUSV 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: 353,716 shares; 2025Q3: 363,422 shares; 2025Q4: 360,923 shares; 2026Q1: 367,483 shares 367,483 $37.6M 0.72% +6,560 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: 49,034 shares; 2024Q4: 47,915 shares; 2025Q1: 46,751 shares; 2025Q2: 89,030 shares; 2025Q3: 115,214 shares; 2025Q4: 114,336 shares; 2026Q1: 122,544 shares 122,544 $37M 0.71% +8,208 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: 23,090 shares; 2024Q4: 22,736 shares; 2025Q1: 22,718 shares; 2025Q2: 67,206 shares; 2025Q3: 107,438 shares; 2025Q4: 107,632 shares; 2026Q1: 112,116 shares 112,116 $36.9M 0.71% +4,484 Timeline IBTP 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: 482,441 shares; 2024Q4: 548,785 shares; 2025Q1: 725,718 shares; 2025Q2: 789,078 shares; 2025Q3: 959,930 shares; 2025Q4: 1,272,993 shares; 2026Q1: 1,430,363 shares 1,430,363 $36.7M 0.7% +157,370 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: 16,208 shares; 2024Q4: 32,436 shares; 2025Q1: 30,533 shares; 2025Q2: 171,758 shares; 2025Q3: 180,011 shares; 2025Q4: 180,550 shares; 2026Q1: 225,513 shares 225,513 $36.2M 0.69% +44,963 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505,319 shares; 2025Q3: 512,911 shares; 2025Q4: 519,613 shares; 2026Q1: 558,408 shares 558,408 $35.8M 0.69% +38,795 Timeline IBTO 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: 820,813 shares; 2024Q4: 711,093 shares; 2025Q1: 733,299 shares; 2025Q2: 931,860 shares; 2025Q3: 1,063,289 shares; 2025Q4: 1,322,916 shares; 2026Q1: 1,460,096 shares 1,460,096 $35.6M 0.68% +137,180 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: 8,631 shares; 2024Q4: 8,581 shares; 2025Q1: 7,786 shares; 2025Q2: 34,753 shares; 2025Q3: 35,326 shares; 2025Q4: 35,563 shares; 2026Q1: 35,411 shares 35,411 $35.3M 0.68% -152 Timeline IBGA 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: 432,711 shares; 2024Q4: 471,561 shares; 2025Q1: 635,575 shares; 2025Q2: 664,943 shares; 2025Q3: 848,646 shares; 2025Q4: 1,182,577 shares; 2026Q1: 1,323,448 shares 1,323,448 $32.5M 0.62% +140,871 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: 104,003 shares; 2024Q4: 103,426 shares; 2025Q1: 102,320 shares; 2025Q2: 213,079 shares; 2025Q3: 210,548 shares; 2025Q4: 209,005 shares; 2026Q1: 201,543 shares 201,543 $32.2M 0.62% -7,462 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,582 shares; 2024Q4: 23,683 shares; 2025Q1: 23,683 shares; 2025Q2: 206,749 shares; 2025Q3: 228,143 shares; 2025Q4: 256,890 shares; 2026Q1: 291,387 shares 291,387 $32M 0.61% +34,497 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: 30,835 shares; 2024Q4: 31,135 shares; 2025Q1: 31,146 shares; 2025Q2: 74,226 shares; 2025Q3: 75,046 shares; 2025Q4: 74,620 shares; 2026Q1: 62,805 shares 62,805 $31.4M 0.6% -11,815 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 223,016 shares; 2025Q3: 212,756 shares; 2025Q4: 204,667 shares; 2026Q1: 198,787 shares 198,787 $30.8M 0.59% -5,880 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: 95,112 shares; 2024Q4: 106,586 shares; 2025Q1: 106,117 shares; 2025Q2: 132,962 shares; 2025Q3: 133,428 shares; 2025Q4: 130,765 shares; 2026Q1: 132,010 shares 132,010 $28.7M 0.55% +1,245 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: 79,763 shares; 2024Q4: 79,208 shares; 2025Q1: 78,567 shares; 2025Q2: 132,000 shares; 2025Q3: 136,678 shares; 2025Q4: 135,642 shares; 2026Q1: 121,316 shares 121,316 $28.7M 0.55% -14,326 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: 28,763 shares; 2024Q4: 27,997 shares; 2025Q1: 27,109 shares; 2025Q2: 84,982 shares; 2025Q3: 84,921 shares; 2025Q4: 84,068 shares; 2026Q1: 88,902 shares 88,902 $27.6M 0.53% +4,834 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,538 shares; 2025Q3: 225,703 shares; 2025Q4: 251,020 shares; 2026Q1: 259,763 shares 259,763 $26.9M 0.52% +8,743 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: 21,751 shares; 2024Q4: 21,194 shares; 2025Q1: 20,781 shares; 2025Q2: 20,563 shares; 2025Q3: 20,234 shares; 2025Q4: 19,453 shares; 2026Q1: 18,220 shares 18,220 $26.8M 0.52% -1,233 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494,921 shares; 2024Q4: 441,176 shares; 2025Q1: 489,977 shares; 2025Q2: 717,062 shares; 2025Q3: 836,231 shares; 2025Q4: 827,393 shares; 2026Q1: 747,323 shares 747,323 $26.7M 0.51% -80,070 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: 29,228 shares; 2024Q4: 28,757 shares; 2025Q1: 27,488 shares; 2025Q2: 69,211 shares; 2025Q3: 68,793 shares; 2025Q4: 68,492 shares; 2026Q1: 73,680 shares 73,680 $26.4M 0.51% +5,188 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,163 shares; 2025Q3: 53,999 shares; 2025Q4: 53,223 shares; 2026Q1: 75,324 shares 75,324 $25.5M 0.49% +22,101 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: 29,502 shares; 2024Q4: 29,098 shares; 2025Q1: 27,376 shares; 2025Q2: 76,802 shares; 2025Q3: 77,279 shares; 2025Q4: 76,097 shares; 2026Q1: 83,313 shares 83,313 $25.2M 0.48% +7,216 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: 52,488 shares; 2024Q4: 51,946 shares; 2025Q1: 48,942 shares; 2025Q2: 119,547 shares; 2025Q3: 126,900 shares; 2025Q4: 119,254 shares; 2026Q1: 162,659 shares 162,659 $23.9M 0.46% +43,405 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: 86,016 shares; 2024Q4: 84,102 shares; 2025Q1: 81,934 shares; 2025Q2: 113,982 shares; 2025Q3: 120,704 shares; 2025Q4: 117,689 shares; 2026Q1: 115,400 shares 115,400 $23.9M 0.46% -2,289 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606,782 shares; 2024Q4: 659,579 shares; 2025Q1: 844,325 shares; 2025Q2: 901,386 shares; 2025Q3: 1,034,882 shares; 2025Q4: 1,111,754 shares; 2026Q1: 1,185,495 shares 1,185,495 $23.3M 0.45% +73,741 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: 249,152 shares; 2024Q4: 166,341 shares; 2025Q1: 162,204 shares; 2025Q2: 265,794 shares; 2025Q3: 305,610 shares; 2025Q4: 303,013 shares; 2026Q1: 292,475 shares 292,475 $22.7M 0.44% -10,538 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: 13,746 shares; 2024Q4: 13,552 shares; 2025Q1: 13,090 shares; 2025Q2: 40,439 shares; 2025Q3: 42,679 shares; 2025Q4: 41,688 shares; 2026Q1: 45,125 shares 45,125 $22.2M 0.43% +3,437 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: 100,301 shares; 2024Q4: 98,117 shares; 2025Q1: 91,582 shares; 2025Q2: 282,793 shares; 2025Q3: 272,423 shares; 2025Q4: 265,134 shares; 2026Q1: 235,420 shares 235,420 $21.9M 0.42% -29,714 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 13,073 shares; 2025Q4: 143,754 shares; 2026Q1: 226,478 shares 226,478 $21.8M 0.42% +82,724 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: 2,075 shares; 2024Q4: 2,072 shares; 2025Q1: 2,228 shares; 2025Q2: 40,016 shares; 2025Q3: 43,945 shares; 2025Q4: 47,132 shares; 2026Q1: 49,056 shares 49,056 $21.4M 0.41% +1,924 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: 8,247 shares; 2024Q4: 7,965 shares; 2025Q1: 7,829 shares; 2025Q2: 22,454 shares; 2025Q3: 23,909 shares; 2025Q4: 23,438 shares; 2026Q1: 28,417 shares 28,417 $20.1M 0.39% +4,979 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: 94,176 shares; 2024Q4: 95,051 shares; 2025Q1: 112,693 shares; 2025Q2: 151,698 shares; 2025Q3: 152,362 shares; 2025Q4: 152,627 shares; 2026Q1: 155,607 shares 155,607 $20M 0.38% +2,980 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: 79,583 shares; 2024Q4: 79,949 shares; 2025Q1: 79,498 shares; 2025Q2: 89,459 shares; 2025Q3: 114,571 shares; 2025Q4: 115,835 shares; 2026Q1: 120,519 shares 120,519 $19.9M 0.38% +4,684 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: 2,180 shares; 2024Q4: 6,551 shares; 2025Q1: 8,317 shares; 2025Q2: 13,126 shares; 2025Q3: 37,014 shares; 2025Q4: 36,215 shares; 2026Q1: 32,853 shares 32,853 $19.9M 0.38% -3,362 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: 13,526 shares; 2024Q4: 11,261 shares; 2025Q1: 11,351 shares; 2025Q2: 33,953 shares; 2025Q3: 33,169 shares; 2025Q4: 34,597 shares; 2026Q1: 53,197 shares 53,197 $19.8M 0.38% +18,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227,113 shares; 2025Q3: 228,219 shares; 2025Q4: 210,448 shares; 2026Q1: 194,330 shares 194,330 $19.6M 0.38% -16,118 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: 105,587 shares; 2024Q4: 107,697 shares; 2025Q1: 175,482 shares; 2025Q2: 183,782 shares; 2025Q3: 176,645 shares; 2025Q4: 176,814 shares; 2026Q1: 139,519 shares 139,519 $19.4M 0.37% -37,295 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843,172 shares; 2024Q4: 916,589 shares; 2025Q1: 986,444 shares; 2025Q2: 1,071,144 shares; 2025Q3: 855,127 shares; 2025Q4: 944,959 shares; 2026Q1: 1,038,403 shares 1,038,403 $19.4M 0.37% +93,444 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: 2,776 shares; 2024Q4: 3,098 shares; 2025Q1: 3,203 shares; 2025Q2: 4,101 shares; 2025Q3: 4,770 shares; 2025Q4: 4,745 shares; 2026Q1: 4,465 shares 4,465 $18.8M 0.36% -280 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: 87,047 shares; 2024Q4: 81,886 shares; 2025Q1: 74,005 shares; 2025Q2: 122,577 shares; 2025Q3: 115,632 shares; 2025Q4: 113,304 shares; 2026Q1: 119,461 shares 119,461 $18.6M 0.36% +6,157 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296,660 shares; 2025Q3: 303,440 shares; 2025Q4: 293,185 shares; 2026Q1: 294,144 shares 294,144 $18.4M 0.35% +959 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: 1,568 shares; 2024Q4: 2,610 shares; 2025Q1: 2,470 shares; 2025Q2: 14,177 shares; 2025Q3: 17,039 shares; 2025Q4: 16,885 shares; 2026Q1: 19,006 shares 19,006 $18.3M 0.35% +2,121 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: 157,390 shares; 2024Q4: 156,141 shares; 2025Q1: 155,442 shares; 2025Q2: 194,264 shares; 2025Q3: 194,896 shares; 2025Q4: 193,538 shares; 2026Q1: 150,800 shares 150,800 $18.1M 0.35% -42,738 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: 95,159 shares; 2024Q4: 88,762 shares; 2025Q1: 84,784 shares; 2025Q2: 186,004 shares; 2025Q3: 185,605 shares; 2025Q4: 181,353 shares; 2026Q1: 171,583 shares 171,583 $17.6M 0.34% -9,770 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: 3,162 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 87,461 shares; 2025Q3: 97,437 shares; 2025Q4: 97,132 shares; 2026Q1: 89,165 shares 89,165 $16.3M 0.31% -7,967 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,247 shares; 2025Q1: 2,247 shares; 2025Q2: 19,083 shares; 2025Q3: 22,759 shares; 2025Q4: 23,577 shares; 2026Q1: 35,069 shares 35,069 $16.2M 0.31% +11,492 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,224 shares; 2025Q3: 151,267 shares; 2025Q4: 142,475 shares; 2026Q1: 165,619 shares 165,619 $15.6M 0.3% +23,144 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,511 shares; 2025Q3: 82,861 shares; 2025Q4: 172,786 shares; 2026Q1: 332,924 shares 332,924 $15.3M 0.29% +160,138 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309,390 shares; 2025Q3: 310,740 shares; 2025Q4: 305,641 shares; 2026Q1: 314,421 shares 314,421 $15.2M 0.29% +8,780 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: 39,269 shares; 2024Q4: 38,290 shares; 2025Q1: 36,096 shares; 2025Q2: 62,077 shares; 2025Q3: 59,986 shares; 2025Q4: 58,873 shares; 2026Q1: 66,664 shares 66,664 $15.1M 0.29% +7,791 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: 8,747 shares; 2024Q4: 8,706 shares; 2025Q1: 8,013 shares; 2025Q2: 71,724 shares; 2025Q3: 74,015 shares; 2025Q4: 71,458 shares; 2026Q1: 76,900 shares 76,900 $14.6M 0.28% +5,442 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293,995 shares; 2025Q3: 198,073 shares; 2025Q4: 207,656 shares; 2026Q1: 211,992 shares 211,992 $14.5M 0.28% +4,336 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,491 shares; 2024Q4: 61,463 shares; 2025Q1: 49,502 shares; 2025Q2: 310,595 shares; 2025Q3: 296,866 shares; 2025Q4: 306,478 shares; 2026Q1: 284,018 shares 284,018 $14.4M 0.28% -22,460 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: 8,775 shares; 2024Q4: 8,856 shares; 2025Q1: 7,024 shares; 2025Q2: 16,881 shares; 2025Q3: 33,850 shares; 2025Q4: 62,802 shares; 2026Q1: 156,771 shares 156,771 $14.2M 0.27% +93,969 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: 4,119 shares; 2024Q4: 3,010 shares; 2025Q1: 2,747 shares; 2025Q2: 10,507 shares; 2025Q3: 10,933 shares; 2025Q4: 10,523 shares; 2026Q1: 10,687 shares 10,687 $14.1M 0.27% +164 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,813 shares; 2025Q3: 50,365 shares; 2025Q4: 52,282 shares; 2026Q1: 60,258 shares 60,258 $13.8M 0.27% +7,976 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,830 shares; 2025Q3: 110,252 shares; 2025Q4: 218,948 shares; 2026Q1: 274,568 shares 274,568 $13.7M 0.26% +55,620 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594,110 shares; 2024Q4: 645,940 shares; 2025Q1: 515,131 shares; 2025Q2: 543,756 shares; 2025Q3: 614,356 shares; 2025Q4: 659,095 shares; 2026Q1: 700,055 shares 700,055 $13.7M 0.26% +40,960 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: 9,942 shares; 2024Q4: 9,672 shares; 2025Q1: 9,522 shares; 2025Q2: 25,632 shares; 2025Q3: 45,130 shares; 2025Q4: 47,300 shares; 2026Q1: 46,177 shares 46,177 $13.3M 0.25% -1,123 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,526 shares; 2025Q3: 64,417 shares; 2025Q4: 64,091 shares; 2026Q1: 73,036 shares 73,036 $13.3M 0.25% +8,945 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,498 shares; 2025Q3: 121,265 shares; 2025Q4: 152,763 shares; 2026Q1: 205,130 shares 205,130 $12.7M 0.24% +52,367 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390,289 shares; 2025Q3: 340,573 shares; 2025Q4: 292,142 shares; 2026Q1: 241,866 shares 241,866 $12.7M 0.24% -50,276 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,810 shares; 2025Q3: 144,052 shares; 2025Q4: 172,569 shares; 2026Q1: 183,303 shares 183,303 $12.5M 0.24% +10,734 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: 4,896 shares; 2024Q4: 4,876 shares; 2025Q1: 5,016 shares; 2025Q2: 103,556 shares; 2025Q3: 103,007 shares; 2025Q4: 104,500 shares; 2026Q1: 106,620 shares 106,620 $12.3M 0.24% +2,120 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,811 shares; 2025Q3: 40,047 shares; 2025Q4: 38,047 shares; 2026Q1: 37,146 shares 37,146 $12.1M 0.23% -901 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: 62,917 shares; 2024Q4: 86,484 shares; 2025Q1: 84,754 shares; 2025Q2: 95,355 shares; 2025Q3: 90,115 shares; 2025Q4: 87,596 shares; 2026Q1: 83,967 shares 83,967 $12.1M 0.23% -3,629 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: 19,256 shares; 2024Q4: 18,174 shares; 2025Q1: 16,004 shares; 2025Q2: 108,174 shares; 2025Q3: 101,658 shares; 2025Q4: 96,125 shares; 2026Q1: 123,378 shares 123,378 $11.9M 0.23% +27,253 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,249 shares; 2024Q4: 21,484 shares; 2025Q1: 30,322 shares; 2025Q2: 34,399 shares; 2025Q3: 415,363 shares; 2025Q4: 521,816 shares; 2026Q1: 579,298 shares 579,298 $11.8M 0.23% +57,482 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: 20,033 shares; 2024Q4: 21,032 shares; 2025Q1: 21,680 shares; 2025Q2: 36,631 shares; 2025Q3: 41,743 shares; 2025Q4: 38,823 shares; 2026Q1: 48,053 shares 48,053 $11.7M 0.22% +9,230 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: 20,094 shares; 2024Q4: 17,667 shares; 2025Q1: 17,230 shares; 2025Q2: 48,864 shares; 2025Q3: 47,530 shares; 2025Q4: 47,750 shares; 2026Q1: 47,143 shares 47,143 $11.4M 0.22% -607 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: 116,490 shares; 2024Q4: 113,977 shares; 2025Q1: 111,868 shares; 2025Q2: 224,638 shares; 2025Q3: 308,239 shares; 2025Q4: 306,296 shares; 2026Q1: 224,329 shares 224,329 $11.3M 0.22% -81,967 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: 4,318 shares; 2024Q4: not reported; 2025Q1: 4,766 shares; 2025Q2: 204,717 shares; 2025Q3: 204,921 shares; 2025Q4: 206,600 shares; 2026Q1: 207,742 shares 207,742 $11.2M 0.22% +1,142 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: 87,809 shares; 2024Q4: 98,096 shares; 2025Q1: 102,007 shares; 2025Q2: 117,808 shares; 2025Q3: 208,829 shares; 2025Q4: 204,672 shares; 2026Q1: 167,746 shares 167,746 $11.1M 0.21% -36,926 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: 54,639 shares; 2024Q4: 53,447 shares; 2025Q1: 53,209 shares; 2025Q2: 97,212 shares; 2025Q3: 94,805 shares; 2025Q4: 90,016 shares; 2026Q1: 83,430 shares 83,430 $11M 0.21% -6,586 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 5,077 shares; 2025Q1: 3,598 shares; 2025Q2: 4,449 shares; 2025Q3: 16,271 shares; 2025Q4: 16,241 shares; 2026Q1: 16,138 shares 16,138 $11M 0.21% -103 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: 65,967 shares; 2024Q4: 62,679 shares; 2025Q1: 28,723 shares; 2025Q2: 30,025 shares; 2025Q3: 29,441 shares; 2025Q4: 28,670 shares; 2026Q1: 25,523 shares 25,523 $11M 0.21% -3,147 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,826 shares; 2024Q4: 565,887 shares; 2025Q1: 584,685 shares; 2025Q2: 177,086 shares; 2025Q3: 178,191 shares; 2025Q4: 176,259 shares; 2026Q1: 175,838 shares 175,838 $11M 0.21% -421 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 55,000 shares; 2025Q4: 54,841 shares; 2026Q1: 54,990 shares 54,990 $10.9M 0.21% +149 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 2,330 shares; 2025Q4: 3,371 shares; 2026Q1: 25,252 shares 25,252 $10.9M 0.21% +21,881 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: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,748 shares; 2025Q2: 25,666 shares; 2025Q3: 27,255 shares; 2025Q4: 26,976 shares; 2026Q1: 32,901 shares 32,901 $10.8M 0.21% +5,925 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: 7,602 shares; 2024Q4: 5,060 shares; 2025Q1: 5,113 shares; 2025Q2: 30,787 shares; 2025Q3: 79,900 shares; 2025Q4: 79,697 shares; 2026Q1: 78,761 shares 78,761 $10.7M 0.21% -936 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 29,886 shares; 2025Q3: 29,494 shares; 2025Q4: 29,630 shares; 2026Q1: 29,429 shares 29,429 $10.5M 0.2% -201 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: 13,360 shares; 2024Q4: 13,177 shares; 2025Q1: 12,907 shares; 2025Q2: 12,585 shares; 2025Q3: 12,371 shares; 2025Q4: 11,912 shares; 2026Q1: 11,588 shares 11,588 $10.4M 0.2% -324 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,396 shares; 2025Q3: 81,750 shares; 2025Q4: 103,436 shares; 2026Q1: 125,192 shares 125,192 $10.4M 0.2% +21,756 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: 34,598 shares; 2024Q4: 111,467 shares; 2025Q1: 123,507 shares; 2025Q2: 140,820 shares; 2025Q3: 146,637 shares; 2025Q4: 148,118 shares; 2026Q1: 90,924 shares 90,924 $10.3M 0.2% -57,194 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,356 shares; 2024Q4: 19,356 shares; 2025Q1: 19,356 shares; 2025Q2: 124,429 shares; 2025Q3: 125,755 shares; 2025Q4: 137,024 shares; 2026Q1: 143,447 shares 143,447 $10.2M 0.2% +6,423 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: 8,763 shares; 2024Q4: 8,454 shares; 2025Q1: 8,136 shares; 2025Q2: 25,297 shares; 2025Q3: 25,520 shares; 2025Q4: 25,212 shares; 2026Q1: 29,328 shares 29,328 $10.1M 0.19% +4,116 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: 8,392 shares; 2024Q4: 6,736 shares; 2025Q1: 6,603 shares; 2025Q2: 21,371 shares; 2025Q3: 22,932 shares; 2025Q4: 23,242 shares; 2026Q1: 23,343 shares 23,343 $9.93M 0.19% +101 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,078 shares; 2024Q4: 308,039 shares; 2025Q1: 316,917 shares; 2025Q2: 441,825 shares; 2025Q3: 467,861 shares; 2025Q4: 322,291 shares; 2026Q1: 321,224 shares 321,224 $9.86M 0.19% -1,067 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: 32,010 shares; 2024Q4: 30,094 shares; 2025Q1: 147,791 shares; 2025Q2: 239,963 shares; 2025Q3: 248,918 shares; 2025Q4: 245,688 shares; 2026Q1: 160,996 shares 160,996 $9.76M 0.19% -84,692 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: 8,820 shares; 2025Q1: 8,738 shares; 2025Q2: 8,726 shares; 2025Q3: 79,444 shares; 2025Q4: 79,618 shares; 2026Q1: 79,460 shares 79,460 $9.76M 0.19% -158 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,297 shares; 2025Q3: 16,844 shares; 2025Q4: 17,317 shares; 2026Q1: 17,724 shares 17,724 $9.73M 0.19% +407 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: 3,802 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,132 shares; 2025Q3: 88,964 shares; 2025Q4: 98,842 shares; 2026Q1: 133,729 shares 133,729 $9.33M 0.18% +34,887 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: 6,836 shares; 2024Q4: 6,829 shares; 2025Q1: 6,860 shares; 2025Q2: 20,330 shares; 2025Q3: 47,974 shares; 2025Q4: 46,607 shares; 2026Q1: 45,693 shares 45,693 $9.28M 0.18% -914 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 14,902 shares; 2025Q1: 14,902 shares; 2025Q2: 14,902 shares; 2025Q3: 242,309 shares; 2025Q4: 242,242 shares; 2026Q1: 242,242 shares 242,242 $9.25M 0.18% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,142 shares; 2025Q2: 35,414 shares; 2025Q3: 34,786 shares; 2025Q4: 68,794 shares; 2026Q1: 68,674 shares 68,674 $9.13M 0.18% -120 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,842 shares; 2024Q4: 66,864 shares; 2025Q1: 64,547 shares; 2025Q2: 96,644 shares; 2025Q3: 95,125 shares; 2025Q4: 93,441 shares; 2026Q1: 93,707 shares 93,707 $9.1M 0.17% +266 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 548,502 shares; 2025Q3: 527,241 shares; 2025Q4: 527,241 shares; 2026Q1: 486,930 shares 486,930 $9.1M 0.17% -40,311 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,461 shares; 2025Q2: 13,740 shares; 2025Q3: 13,886 shares; 2025Q4: 13,719 shares; 2026Q1: 15,623 shares 15,623 $9.02M 0.17% +1,904 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: 11,274 shares; 2024Q4: 11,351 shares; 2025Q1: 11,092 shares; 2025Q2: 20,096 shares; 2025Q3: 19,486 shares; 2025Q4: 19,009 shares; 2026Q1: 15,888 shares 15,888 $8.95M 0.17% -3,121 Timeline IBDW 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: 281,089 shares; 2025Q3: 287,383 shares; 2025Q4: 387,461 shares; 2026Q1: 427,594 shares 427,594 $8.95M 0.17% +40,133 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,710 shares; 2025Q3: 32,270 shares; 2025Q4: 31,939 shares; 2026Q1: 31,349 shares 31,349 $8.9M 0.17% -590 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: 51,425 shares; 2024Q4: 51,621 shares; 2025Q1: 68,675 shares; 2025Q2: 144,158 shares; 2025Q3: 190,514 shares; 2025Q4: 183,713 shares; 2026Q1: 193,310 shares 193,310 $8.89M 0.17% +9,597 Timeline IBDX 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: 219,947 shares; 2025Q3: 230,946 shares; 2025Q4: 315,958 shares; 2026Q1: 348,200 shares 348,200 $8.8M 0.17% +32,242 Timeline IBDV 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: 260,863 shares; 2025Q3: 264,703 shares; 2025Q4: 362,828 shares; 2026Q1: 400,328 shares 400,328 $8.76M 0.17% +37,500 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: 21,050 shares; 2024Q4: 21,050 shares; 2025Q1: 20,851 shares; 2025Q2: 38,101 shares; 2025Q3: 38,012 shares; 2025Q4: 38,241 shares; 2026Q1: 34,481 shares 34,481 $8.52M 0.16% -3,760 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 10,516 shares; 2025Q1: 10,516 shares; 2025Q2: 163,099 shares; 2025Q3: 167,452 shares; 2025Q4: 203,071 shares; 2026Q1: 233,457 shares 233,457 $8.34M 0.16% +30,386 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: 58,883 shares; 2024Q4: 58,120 shares; 2025Q1: 55,652 shares; 2025Q2: 100,834 shares; 2025Q3: 120,866 shares; 2025Q4: 108,717 shares; 2026Q1: 108,842 shares 108,842 $8.28M 0.16% +125 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: 177,570 shares; 2024Q4: 196,584 shares; 2025Q1: 178,742 shares; 2025Q2: 188,698 shares; 2025Q3: 184,263 shares; 2025Q4: 183,995 shares; 2026Q1: 103,246 shares 103,246 $8.22M 0.16% -80,749 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,217 shares; 2024Q4: 76,934 shares; 2025Q1: 71,865 shares; 2025Q2: 160,104 shares; 2025Q3: 154,166 shares; 2025Q4: 213,019 shares; 2026Q1: 200,939 shares 200,939 $8.13M 0.16% -12,080 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: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 7,339 shares; 2025Q4: 7,339 shares; 2026Q1: 7,339 shares 7,339 $8.02M 0.15% 0 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: 294,646 shares; 2024Q4: 300,777 shares; 2025Q1: 304,437 shares; 2025Q2: 183,707 shares; 2025Q3: 178,278 shares; 2025Q4: 174,356 shares; 2026Q1: 161,696 shares 161,696 $7.88M 0.15% -12,660 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 24,382 shares; 2025Q3: 25,096 shares; 2025Q4: 25,094 shares; 2026Q1: 29,533 shares 29,533 $7.88M 0.15% +4,439 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: 43,244 shares; 2024Q4: 42,013 shares; 2025Q1: 40,561 shares; 2025Q2: 46,159 shares; 2025Q3: 45,046 shares; 2025Q4: 44,279 shares; 2026Q1: 43,058 shares 43,058 $7.84M 0.15% -1,221 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: 26,089 shares; 2024Q4: 25,045 shares; 2025Q1: 23,424 shares; 2025Q2: 61,871 shares; 2025Q3: 61,233 shares; 2025Q4: 58,263 shares; 2026Q1: 39,539 shares 39,539 $7.84M 0.15% -18,724 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 813 shares; 2025Q2: 17,944 shares; 2025Q3: 18,264 shares; 2025Q4: 18,762 shares; 2026Q1: 18,696 shares 18,696 $7.79M 0.15% -66 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,396 shares; 2025Q3: 21,143 shares; 2025Q4: 22,191 shares; 2026Q1: 36,626 shares 36,626 $7.69M 0.15% +14,435 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,654 shares; 2024Q4: 20,520 shares; 2025Q1: 16,243 shares; 2025Q2: 144,496 shares; 2025Q3: 162,143 shares; 2025Q4: 169,908 shares; 2026Q1: 117,707 shares 117,707 $7.61M 0.15% -52,201 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,394 shares; 2024Q4: 66,171 shares; 2025Q1: 70,894 shares; 2025Q2: 89,924 shares; 2025Q3: 89,096 shares; 2025Q4: 87,088 shares; 2026Q1: 54,378 shares 54,378 $7.46M 0.14% -32,710 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: 3,957 shares; 2024Q4: 3,957 shares; 2025Q1: 3,839 shares; 2025Q2: 20,520 shares; 2025Q3: 21,231 shares; 2025Q4: 22,745 shares; 2026Q1: 47,380 shares 47,380 $7.45M 0.14% +24,635 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: 5,637 shares; 2024Q4: 5,637 shares; 2025Q1: 5,637 shares; 2025Q2: 110,144 shares; 2025Q3: 108,451 shares; 2025Q4: 102,214 shares; 2026Q1: 79,822 shares 79,822 $7.42M 0.14% -22,392 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,268 shares; 2025Q3: 14,645 shares; 2025Q4: 14,393 shares; 2026Q1: 20,579 shares 20,579 $7.39M 0.14% +6,186 Timeline MUNI 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: 67,810 shares; 2025Q3: 84,388 shares; 2025Q4: 133,992 shares; 2026Q1: 139,504 shares 139,504 $7.28M 0.14% +5,512 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: 26,993 shares; 2025Q3: 28,094 shares; 2025Q4: 29,120 shares; 2026Q1: 28,890 shares 28,890 $7.24M 0.14% -230 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,566 shares; 2024Q4: 16,883 shares; 2025Q1: 15,494 shares; 2025Q2: 26,531 shares; 2025Q3: 29,298 shares; 2025Q4: 27,611 shares; 2026Q1: 26,269 shares 26,269 $7.11M 0.14% -1,342 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,334 shares; 2025Q3: 12,307 shares; 2025Q4: 62,458 shares; 2026Q1: 66,222 shares 66,222 $6.92M 0.13% +3,764 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 2,438 shares; 2025Q3: 110,303 shares; 2025Q4: 114,452 shares; 2026Q1: 118,614 shares 118,614 $6.62M 0.13% +4,162 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,905 shares; 2025Q3: 22,775 shares; 2025Q4: 24,408 shares; 2026Q1: 24,872 shares 24,872 $6.51M 0.13% +464 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: 6,425 shares; 2024Q4: 5,648 shares; 2025Q1: 5,154 shares; 2025Q2: 23,433 shares; 2025Q3: 30,913 shares; 2025Q4: 26,686 shares; 2026Q1: 22,319 shares 22,319 $6.48M 0.12% -4,367 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: 3,024 shares; 2024Q4: 3,807 shares; 2025Q1: 4,321 shares; 2025Q2: 8,849 shares; 2025Q3: 12,689 shares; 2025Q4: 13,530 shares; 2026Q1: 10,841 shares 10,841 $6.48M 0.12% -2,689 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: 7,558 shares; 2024Q4: 1,303 shares; 2025Q1: 1,071 shares; 2025Q2: 8,947 shares; 2025Q3: 14,688 shares; 2025Q4: 14,233 shares; 2026Q1: 14,494 shares 14,494 $6.47M 0.12% +261 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,159 shares; 2025Q2: 24,835 shares; 2025Q3: 25,092 shares; 2025Q4: 25,117 shares; 2026Q1: 32,697 shares 32,697 $6.46M 0.12% +7,580 Timeline IBDS 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: 254,312 shares; 2025Q3: 246,419 shares; 2025Q4: 264,283 shares; 2026Q1: 265,210 shares 265,210 $6.43M 0.12% +927 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,509 shares; 2025Q3: 3,731 shares; 2025Q4: 6,344 shares; 2026Q1: 16,461 shares 16,461 $6.43M 0.12% +10,117 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: 42,424 shares; 2024Q4: 40,887 shares; 2025Q1: 39,371 shares; 2025Q2: 62,544 shares; 2025Q3: 81,177 shares; 2025Q4: 72,056 shares; 2026Q1: 71,344 shares 71,344 $6.39M 0.12% -712 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,949 shares; 2025Q3: 15,151 shares; 2025Q4: 15,863 shares; 2026Q1: 31,840 shares 31,840 $6.29M 0.12% +15,977 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: 22,132 shares; 2024Q4: 21,758 shares; 2025Q1: 21,201 shares; 2025Q2: 22,217 shares; 2025Q3: 20,993 shares; 2025Q4: 20,494 shares; 2026Q1: 19,706 shares 19,706 $6.27M 0.12% -788 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: 3,896 shares; 2024Q4: 3,964 shares; 2025Q1: 4,016 shares; 2025Q2: 10,643 shares; 2025Q3: 17,698 shares; 2025Q4: 17,486 shares; 2026Q1: 17,615 shares 17,615 $6.2M 0.12% +129 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: 4,304 shares; 2024Q4: 4,238 shares; 2025Q1: 4,485 shares; 2025Q2: 18,129 shares; 2025Q3: 19,777 shares; 2025Q4: 19,673 shares; 2026Q1: 19,272 shares 19,272 $6.18M 0.12% -401 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: 19,073 shares; 2024Q4: 18,970 shares; 2025Q1: 18,606 shares; 2025Q2: 20,181 shares; 2025Q3: 32,442 shares; 2025Q4: 32,182 shares; 2026Q1: 31,107 shares 31,107 $6.04M 0.12% -1,075 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: 49,585 shares; 2024Q4: 49,365 shares; 2025Q1: 48,700 shares; 2025Q2: 85,633 shares; 2025Q3: 207,132 shares; 2025Q4: 205,813 shares; 2026Q1: 201,996 shares 201,996 $5.86M 0.11% -3,817 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: not reported; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.11% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 7,593 shares; 2025Q1: 7,593 shares; 2025Q2: 117,565 shares; 2025Q3: 117,807 shares; 2025Q4: 117,691 shares; 2026Q1: 116,360 shares 116,360 $5.74M 0.11% -1,331 Timeline IBDT 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: 237,870 shares; 2025Q3: 228,331 shares; 2025Q4: 219,420 shares; 2026Q1: 223,691 shares 223,691 $5.67M 0.11% +4,271 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,528 shares; 2024Q4: 219,372 shares; 2025Q1: 246,315 shares; 2025Q2: 276,159 shares; 2025Q3: 295,666 shares; 2025Q4: 204,223 shares; 2026Q1: 226,065 shares 226,065 $5.62M 0.11% +21,842 Timeline IBDU 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: 254,056 shares; 2025Q3: 244,446 shares; 2025Q4: 239,187 shares; 2026Q1: 240,181 shares 240,181 $5.59M 0.11% +994 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: 12,655 shares; 2024Q4: 12,472 shares; 2025Q1: 12,381 shares; 2025Q2: 12,559 shares; 2025Q3: 12,302 shares; 2025Q4: 11,990 shares; 2026Q1: 11,234 shares 11,234 $5.57M 0.11% -756 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,930 shares; 2025Q4: 19,930 shares; 2026Q1: 19,930 shares 19,930 $5.46M 0.1% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,019 shares; 2025Q1: 1,840 shares; 2025Q2: 21,655 shares; 2025Q3: 23,301 shares; 2025Q4: 22,528 shares; 2026Q1: 40,893 shares 40,893 $5.41M 0.1% +18,365 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: 1,239 shares; 2024Q4: 1,311 shares; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,315 shares; 2025Q4: 1,497 shares; 2026Q1: 1,572 shares 1,572 $5.31M 0.1% +75 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,801 shares; 2024Q4: 41,351 shares; 2025Q1: 42,696 shares; 2025Q2: 45,036 shares; 2025Q3: 43,826 shares; 2025Q4: 43,268 shares; 2026Q1: 22,672 shares 22,672 $5.26M 0.1% -20,596 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,673 shares; 2025Q3: 235,629 shares; 2025Q4: 231,436 shares; 2026Q1: 216,018 shares 216,018 $5.24M 0.1% -15,418 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,972 shares; 2024Q4: 27,328 shares; 2025Q1: 26,398 shares; 2025Q2: 27,434 shares; 2025Q3: 26,453 shares; 2025Q4: 25,538 shares; 2026Q1: 24,406 shares 24,406 $5.23M 0.1% -1,132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,730 shares; 2025Q3: 47,904 shares; 2025Q4: 47,551 shares; 2026Q1: 81,724 shares 81,724 $5.2M 0.1% +34,173 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: 34,077 shares; 2024Q4: 34,251 shares; 2025Q1: 33,132 shares; 2025Q2: 38,260 shares; 2025Q3: 39,573 shares; 2025Q4: 39,439 shares; 2026Q1: 39,563 shares 39,563 $5.18M 0.1% +124 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: 9,218 shares; 2024Q4: 8,351 shares; 2025Q1: 7,855 shares; 2025Q2: 20,131 shares; 2025Q3: 23,619 shares; 2025Q4: 29,653 shares; 2026Q1: 38,135 shares 38,135 $5.17M 0.1% +8,482 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,367 shares; 2025Q3: 24,000 shares; 2025Q4: 47,757 shares; 2026Q1: 47,249 shares 47,249 $5.15M 0.1% -508 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,571 shares; 2025Q3: 62,526 shares; 2025Q4: 68,015 shares; 2026Q1: 71,345 shares 71,345 $5.07M 0.1% +3,330 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,189 shares; 2024Q4: 250,543 shares; 2025Q1: 279,069 shares; 2025Q2: 315,561 shares; 2025Q3: 337,140 shares; 2025Q4: 203,047 shares; 2026Q1: 214,466 shares 214,466 $5.07M 0.1% +11,419 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: 24,514 shares; 2024Q4: 24,688 shares; 2025Q1: 24,682 shares; 2025Q2: 29,639 shares; 2025Q3: 28,731 shares; 2025Q4: 28,513 shares; 2026Q1: 19,421 shares 19,421 $5.06M 0.1% -9,092 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,087 shares; 2025Q3: 6,890 shares; 2025Q4: 7,165 shares; 2026Q1: 7,244 shares 7,244 $5.05M 0.1% +79 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: 24,477 shares; 2024Q4: 25,556 shares; 2025Q1: 22,887 shares; 2025Q2: 74,972 shares; 2025Q3: 95,384 shares; 2025Q4: 96,296 shares; 2026Q1: 81,581 shares 81,581 $5.04M 0.1% -14,715 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,273 shares 25,273 $4.98M 0.1% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,391 shares; 2025Q1: 6,196 shares; 2025Q2: 19,361 shares; 2025Q3: 19,550 shares; 2025Q4: 32,786 shares; 2026Q1: 38,651 shares 38,651 $4.95M 0.1% +5,865 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: 28,477 shares; 2024Q4: 28,906 shares; 2025Q1: 28,518 shares; 2025Q2: 30,209 shares; 2025Q3: 31,516 shares; 2025Q4: 30,971 shares; 2026Q1: 19,699 shares 19,699 $4.81M 0.09% -11,272 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: 7,453 shares; 2024Q4: 6,418 shares; 2025Q1: 6,338 shares; 2025Q2: 18,468 shares; 2025Q3: 19,681 shares; 2025Q4: 20,313 shares; 2026Q1: 19,724 shares 19,724 $4.78M 0.09% -589 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: 4,579 shares; 2024Q4: 3,232 shares; 2025Q1: 3,232 shares; 2025Q2: 23,036 shares; 2025Q3: 25,052 shares; 2025Q4: 22,743 shares; 2026Q1: 22,119 shares 22,119 $4.73M 0.09% -624 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,483 shares; 2024Q4: 120,176 shares; 2025Q1: 133,194 shares; 2025Q2: 149,009 shares; 2025Q3: 158,341 shares; 2025Q4: 167,067 shares; 2026Q1: 185,413 shares 185,413 $4.71M 0.09% +18,346 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: 65,288 shares; 2026Q1: 81,108 shares 81,108 $4.62M 0.09% +15,820 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: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 4,785 shares; 2025Q3: 14,258 shares; 2025Q4: 14,258 shares; 2026Q1: 14,261 shares 14,261 $4.57M 0.09% +3 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,657 shares; 2024Q4: 144,523 shares; 2025Q1: 159,834 shares; 2025Q2: 178,894 shares; 2025Q3: 188,456 shares; 2025Q4: 187,402 shares; 2026Q1: 202,583 shares 202,583 $4.42M 0.08% +15,181 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,987 shares; 2024Q4: 136,102 shares; 2025Q1: 150,618 shares; 2025Q2: 168,576 shares; 2025Q3: 177,716 shares; 2025Q4: 177,011 shares; 2026Q1: 190,603 shares 190,603 $4.39M 0.08% +13,592 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: 31,536 shares; 2024Q4: 27,575 shares; 2025Q1: 26,126 shares; 2025Q2: 62,391 shares; 2025Q3: 91,883 shares; 2025Q4: 85,330 shares; 2026Q1: 81,108 shares 81,108 $4.28M 0.08% -4,222 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,731 shares; 2024Q4: 134,135 shares; 2025Q1: 148,205 shares; 2025Q2: 165,321 shares; 2025Q3: 174,334 shares; 2025Q4: 168,040 shares; 2026Q1: 179,385 shares 179,385 $4.24M 0.08% +11,345 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,975 shares; 2024Q4: 20,446 shares; 2025Q1: 19,961 shares; 2025Q2: 20,342 shares; 2025Q3: 19,959 shares; 2025Q4: 19,538 shares; 2026Q1: 19,446 shares 19,446 $4.21M 0.08% -92 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: 37,225 shares; 2024Q4: 38,316 shares; 2025Q1: 37,723 shares; 2025Q2: 56,455 shares; 2025Q3: 53,474 shares; 2025Q4: 53,228 shares; 2026Q1: 37,912 shares 37,912 $4.16M 0.08% -15,316 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 31,000 shares; 2025Q1: 30,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 25,000 shares; 2026Q1: 23,000 shares 23,000 $4.14M 0.08% -2,000 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: 17,711 shares; 2024Q4: 17,503 shares; 2025Q1: 17,588 shares; 2025Q2: 28,557 shares; 2025Q3: 29,113 shares; 2025Q4: 28,243 shares; 2026Q1: 27,090 shares 27,090 $4.14M 0.08% -1,153 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 10,067 shares; 2025Q1: 9,611 shares; 2025Q2: 12,305 shares; 2025Q3: 12,690 shares; 2025Q4: 12,296 shares; 2026Q1: 22,900 shares 22,900 $4.13M 0.08% +10,604 Timeline EMLP 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: 107,891 shares; 2025Q3: 104,624 shares; 2025Q4: 98,246 shares; 2026Q1: 92,860 shares 92,860 $4.05M 0.08% -5,386 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,912 shares; 2024Q4: 41,727 shares; 2025Q1: 41,249 shares; 2025Q2: 55,915 shares; 2025Q3: 66,699 shares; 2025Q4: 66,080 shares; 2026Q1: 49,194 shares 49,194 $4.02M 0.08% -16,886 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,903 shares; 2025Q2: 160,769 shares; 2025Q3: 177,780 shares; 2025Q4: 170,259 shares; 2026Q1: 188,397 shares 188,397 $3.93M 0.08% +18,138 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares 1,765 $3.88M 0.07% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 9,840 shares; 2025Q3: 42,943 shares; 2025Q4: 43,163 shares; 2026Q1: 41,915 shares 41,915 $3.87M 0.07% -1,248 Timeline IBDY 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: 203,241 shares; 2025Q3: 202,233 shares; 2025Q4: 160,277 shares; 2026Q1: 149,627 shares 149,627 $3.87M 0.07% -10,650 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 2,240 shares; 2025Q4: 3,770 shares; 2026Q1: 4,362 shares 4,362 $3.81M 0.07% +592 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,117 shares; 2025Q3: 53,253 shares; 2025Q4: 55,610 shares; 2026Q1: 52,485 shares 52,485 $3.78M 0.07% -3,125 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,253 shares; 2025Q1: 3,116 shares; 2025Q2: 3,596 shares; 2025Q3: 9,267 shares; 2025Q4: 11,427 shares; 2026Q1: 11,317 shares 11,317 $3.69M 0.07% -110 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: 5,767 shares; 2024Q4: 5,702 shares; 2025Q1: 5,880 shares; 2025Q2: 12,624 shares; 2025Q3: 12,671 shares; 2025Q4: 12,868 shares; 2026Q1: 12,774 shares 12,774 $3.67M 0.07% -94 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,544 shares; 2025Q3: 208,544 shares; 2025Q4: 208,544 shares; 2026Q1: 208,544 shares 208,544 $3.67M 0.07% 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: 18,439 shares; 2024Q4: 17,444 shares; 2025Q1: 17,001 shares; 2025Q2: 21,094 shares; 2025Q3: 20,653 shares; 2025Q4: 19,771 shares; 2026Q1: 17,561 shares 17,561 $3.65M 0.07% -2,210 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 5,686 shares; 2025Q4: 5,652 shares; 2026Q1: 5,652 shares 5,652 $3.62M 0.07% 0 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,677 shares; 2026Q1: 148,354 shares 148,354 $3.6M 0.07% +11,677 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 3,996 shares; 2025Q1: 4,337 shares; 2025Q2: 4,297 shares; 2025Q3: 7,115 shares; 2025Q4: 6,866 shares; 2026Q1: 4,634 shares 4,634 $3.58M 0.07% -2,232 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: 26,635 shares; 2024Q4: 27,358 shares; 2025Q1: 27,341 shares; 2025Q2: 54,944 shares; 2025Q3: 44,552 shares; 2025Q4: 40,904 shares; 2026Q1: 19,082 shares 19,082 $3.56M 0.07% -21,822 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,302 shares; 2025Q3: 83,851 shares; 2025Q4: 77,180 shares; 2026Q1: 71,061 shares 71,061 $3.51M 0.07% -6,119 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: 80,649 shares; 2024Q4: 67,183 shares; 2025Q1: 63,491 shares; 2025Q2: 98,295 shares; 2025Q3: 100,666 shares; 2025Q4: 96,693 shares; 2026Q1: 48,454 shares 48,454 $3.48M 0.07% -48,239 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,821 shares; 2026Q1: 138,398 shares 138,398 $3.48M 0.07% +8,577 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,990 shares; 2024Q4: 61,173 shares; 2025Q1: 52,613 shares; 2025Q2: 100,713 shares; 2025Q3: 92,349 shares; 2025Q4: 85,373 shares; 2026Q1: 60,139 shares 60,139 $3.47M 0.07% -25,234 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,263 shares; 2026Q1: 147,209 shares 147,209 $3.44M 0.07% +9,946 Timeline IBDZ 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: 170,822 shares; 2025Q3: 167,777 shares; 2025Q4: 136,202 shares; 2026Q1: 131,747 shares 131,747 $3.43M 0.07% -4,455 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,281 shares; 2025Q3: 29,773 shares; 2025Q4: 28,754 shares; 2026Q1: 27,107 shares 27,107 $3.42M 0.07% -1,647 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: 84,168 shares; 2024Q4: 75,404 shares; 2025Q1: 74,248 shares; 2025Q2: 101,345 shares; 2025Q3: 133,990 shares; 2025Q4: 121,625 shares; 2026Q1: 121,491 shares 121,491 $3.41M 0.07% -134 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 26,430 shares; 2025Q4: 26,430 shares; 2026Q1: 26,559 shares 26,559 $3.36M 0.06% +129 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,559 shares; 2025Q3: 81,997 shares; 2025Q4: 91,472 shares; 2026Q1: 94,442 shares 94,442 $3.31M 0.06% +2,970 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,696 shares; 2024Q4: 7,679 shares; 2025Q1: 6,297 shares; 2025Q2: 61,227 shares; 2025Q3: 56,281 shares; 2025Q4: 45,785 shares; 2026Q1: 27,964 shares 27,964 $3.31M 0.06% -17,821 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,734 shares; 2024Q4: 20,312 shares; 2025Q1: 19,791 shares; 2025Q2: 19,069 shares; 2025Q3: 18,436 shares; 2025Q4: 17,945 shares; 2026Q1: 16,747 shares 16,747 $3.3M 0.06% -1,198 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 19,847 shares; 2025Q3: 23,185 shares; 2025Q4: 23,054 shares; 2026Q1: 21,440 shares 21,440 $3.14M 0.06% -1,614 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: 3,882 shares; 2024Q4: 3,993 shares; 2025Q1: 3,928 shares; 2025Q2: 14,686 shares; 2025Q3: 15,463 shares; 2025Q4: 15,914 shares; 2026Q1: 15,938 shares 15,938 $3.13M 0.06% +24 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: 9,163 shares; 2024Q4: 6,810 shares; 2025Q1: 9,021 shares; 2025Q2: 10,649 shares; 2025Q3: 10,667 shares; 2025Q4: 10,623 shares; 2026Q1: 10,577 shares 10,577 $3.09M 0.06% -46 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 5,669 shares 5,669 $3.08M 0.06% +29 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: 1,985 shares; 2024Q4: 1,990 shares; 2025Q1: 1,985 shares; 2025Q2: 12,231 shares; 2025Q3: 11,219 shares; 2025Q4: 10,959 shares; 2026Q1: 12,009 shares 12,009 $2.98M 0.06% +1,050 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: 109 shares; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 204 shares; 2025Q3: 895 shares; 2025Q4: 1,434 shares; 2026Q1: 1,708 shares 1,708 $2.95M 0.06% +274 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: 15,638 shares; 2025Q3: 19,800 shares; 2025Q4: 45,380 shares; 2026Q1: 52,870 shares 52,870 $2.94M 0.06% +7,490 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: 17,703 shares; 2024Q4: 17,583 shares; 2025Q1: 17,607 shares; 2025Q2: 23,758 shares; 2025Q3: 22,921 shares; 2025Q4: 22,636 shares; 2026Q1: 22,344 shares 22,344 $2.93M 0.06% -292 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: 994 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 2,633 shares; 2025Q3: 8,575 shares; 2025Q4: 8,364 shares; 2026Q1: 8,508 shares 8,508 $2.92M 0.06% +144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,534 shares; 2025Q3: 11,790 shares; 2025Q4: 11,094 shares; 2026Q1: 14,257 shares 14,257 $2.89M 0.06% +3,163 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,975 shares; 2025Q3: 46,892 shares; 2025Q4: 37,846 shares; 2026Q1: 36,288 shares 36,288 $2.88M 0.06% -1,558 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: 1,550 shares; 2026Q1: 1,494 shares 1,494 $2.86M 0.05% -56 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 8,012 shares; 2025Q4: 7,974 shares; 2026Q1: 7,959 shares 7,959 $2.83M 0.05% -15 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,664 shares; 2024Q4: 3,282 shares; 2025Q1: 2,395 shares; 2025Q2: 10,431 shares; 2025Q3: 11,014 shares; 2025Q4: 10,180 shares; 2026Q1: 9,539 shares 9,539 $2.79M 0.05% -641 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 13,370 shares; 2025Q4: 13,370 shares; 2026Q1: 13,440 shares 13,440 $2.77M 0.05% +70 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 905 shares; 2025Q3: 3,817 shares; 2025Q4: 4,489 shares; 2026Q1: 4,692 shares 4,692 $2.76M 0.05% +203 Timeline KBE 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: 48,075 shares; 2025Q3: 47,232 shares; 2025Q4: 46,486 shares; 2026Q1: 46,242 shares 46,242 $2.75M 0.05% -244 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 18,975 shares; 2025Q1: 19,425 shares; 2025Q2: 18,675 shares; 2025Q3: 20,832 shares; 2025Q4: 20,332 shares; 2026Q1: 20,235 shares 20,235 $2.74M 0.05% -97 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: 18,250 shares; 2025Q3: 20,999 shares; 2025Q4: 41,080 shares; 2026Q1: 44,355 shares 44,355 $2.72M 0.05% +3,275 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,541 shares; 2025Q3: 16,704 shares; 2025Q4: 16,273 shares; 2026Q1: 15,801 shares 15,801 $2.67M 0.05% -472 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 165,565 shares; 2026Q1: 159,964 shares 159,964 $2.66M 0.05% -5,601 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: 9,730 shares; 2024Q4: 10,157 shares; 2025Q1: 10,280 shares; 2025Q2: 12,643 shares; 2025Q3: 14,230 shares; 2025Q4: 13,621 shares; 2026Q1: 7,771 shares 7,771 $2.66M 0.05% -5,850 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: not reported; 2025Q2: 7,071 shares; 2025Q3: 7,110 shares; 2025Q4: 6,771 shares; 2026Q1: 6,144 shares 6,144 $2.62M 0.05% -627 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,112 shares; 2025Q2: 44,769 shares; 2025Q3: 43,859 shares; 2025Q4: 35,000 shares; 2026Q1: 15,159 shares 15,159 $2.62M 0.05% -19,841 Timeline WCAP SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly 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: 299,124 shares 299,124 $2.58M 0.05% new Timeline IXN 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: 27,701 shares; 2025Q3: 26,948 shares; 2025Q4: 25,552 shares; 2026Q1: 25,356 shares 25,356 $2.53M 0.05% -196 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: 33,733 shares; 2024Q4: 26,724 shares; 2025Q1: 21,842 shares; 2025Q2: 49,273 shares; 2025Q3: 63,350 shares; 2025Q4: 61,942 shares; 2026Q1: 57,246 shares 57,246 $2.53M 0.05% -4,696 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 9,799 shares; 2025Q4: 12,031 shares; 2026Q1: 14,449 shares 14,449 $2.47M 0.05% +2,418 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: 26,188 shares; 2024Q4: 28,778 shares; 2025Q1: 30,162 shares; 2025Q2: 36,649 shares; 2025Q3: 34,925 shares; 2025Q4: 30,094 shares; 2026Q1: 17,055 shares 17,055 $2.47M 0.05% -13,039 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 5,542 shares; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 47,816 shares; 2025Q4: 48,947 shares; 2026Q1: 48,856 shares 48,856 $2.44M 0.05% -91 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,450 shares; 2025Q3: 26,440 shares; 2025Q4: 40,149 shares; 2026Q1: 46,113 shares 46,113 $2.43M 0.05% +5,964 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,890 shares; 2024Q4: 160,384 shares; 2025Q1: 160,403 shares; 2025Q2: 52,464 shares; 2025Q3: 58,380 shares; 2025Q4: 49,943 shares; 2026Q1: 58,568 shares 58,568 $2.4M 0.05% +8,625 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: 49,616 shares; 2024Q4: 50,942 shares; 2025Q1: 51,873 shares; 2025Q2: 56,993 shares; 2025Q3: 55,141 shares; 2025Q4: 55,782 shares; 2026Q1: 25,729 shares 25,729 $2.34M 0.04% -30,053 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: 8,234 shares; 2024Q4: 8,234 shares; 2025Q1: 8,384 shares; 2025Q2: 23,780 shares; 2025Q3: 24,325 shares; 2025Q4: 25,425 shares; 2026Q1: 24,252 shares 24,252 $2.34M 0.04% -1,173 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: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,667 shares; 2025Q2: 7,004 shares; 2025Q3: 8,074 shares; 2025Q4: 7,957 shares; 2026Q1: 8,238 shares 8,238 $2.34M 0.04% +281 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: 54,960 shares; 2024Q4: 54,960 shares; 2025Q1: 55,838 shares; 2025Q2: 55,338 shares; 2025Q3: 58,500 shares; 2025Q4: 56,672 shares; 2026Q1: 56,672 shares 56,672 $2.26M 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,524 shares; 2025Q3: 13,362 shares; 2025Q4: 13,605 shares; 2026Q1: 12,482 shares 12,482 $2.19M 0.04% -1,123 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,198 shares; 2025Q4: 1,153 shares; 2026Q1: 1,160 shares 1,160 $2.19M 0.04% +7 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,829 shares; 2025Q3: 26,327 shares; 2025Q4: 24,493 shares; 2026Q1: 16,849 shares 16,849 $2.15M 0.04% -7,644 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,606 shares; 2025Q3: 11,344 shares; 2025Q4: 10,978 shares; 2026Q1: 9,852 shares 9,852 $2.12M 0.04% -1,126 Timeline RDVI 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: 56,223 shares; 2025Q3: 58,041 shares; 2025Q4: 82,173 shares; 2026Q1: 82,277 shares 82,277 $2.1M 0.04% +104 Timeline IBCA 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: 12,167 shares; 2025Q3: 20,774 shares; 2025Q4: 63,481 shares; 2026Q1: 81,726 shares 81,726 $2.1M 0.04% +18,245 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,580 shares; 2025Q3: 8,729 shares; 2025Q4: 9,876 shares; 2026Q1: 13,756 shares 13,756 $2.07M 0.04% +3,880 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: 2,220 shares; 2024Q4: 7,535 shares; 2025Q1: 6,089 shares; 2025Q2: 6,923 shares; 2025Q3: 10,370 shares; 2025Q4: 10,201 shares; 2026Q1: 9,710 shares 9,710 $2.03M 0.04% -491 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: 18,645 shares; 2024Q4: 15,968 shares; 2025Q1: 16,066 shares; 2025Q2: 42,165 shares; 2025Q3: 42,628 shares; 2025Q4: 41,762 shares; 2026Q1: 37,401 shares 37,401 $2.02M 0.04% -4,361 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: 2,189 shares; 2024Q4: 2,189 shares; 2025Q1: 2,189 shares; 2025Q2: 4,574 shares; 2025Q3: 4,407 shares; 2025Q4: 3,967 shares; 2026Q1: 3,753 shares 3,753 $2.02M 0.04% -214 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,857 shares; 2025Q1: 3,080 shares; 2025Q2: 9,108 shares; 2025Q3: 8,818 shares; 2025Q4: 9,079 shares; 2026Q1: 10,347 shares 10,347 $1.99M 0.04% +1,268 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 6,408 shares; 2025Q4: 9,031 shares; 2026Q1: 11,281 shares 11,281 $1.91M 0.04% +2,250 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,420 shares; 2025Q3: 10,027 shares; 2025Q4: 10,050 shares; 2026Q1: 10,023 shares 10,023 $1.9M 0.04% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 2,607 shares; 2025Q4: 6,032 shares; 2026Q1: 7,132 shares 7,132 $1.9M 0.04% +1,100 Timeline IBMQ 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: 63,186 shares; 2025Q3: 62,586 shares; 2025Q4: 71,632 shares; 2026Q1: 73,026 shares 73,026 $1.86M 0.04% +1,394 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: 9,669 shares; 2024Q4: 10,265 shares; 2025Q1: 10,093 shares; 2025Q2: 10,027 shares; 2025Q3: 10,027 shares; 2025Q4: 10,028 shares; 2026Q1: 10,027 shares 10,027 $1.85M 0.04% -1 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,527 shares; 2024Q4: 3,359 shares; 2025Q1: 1,867 shares; 2025Q2: 2,526 shares; 2025Q3: 3,843 shares; 2025Q4: 5,561 shares; 2026Q1: 6,575 shares 6,575 $1.83M 0.04% +1,014 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 717 shares; 2026Q1: 3,857 shares 3,857 $1.79M 0.03% +3,140 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: not reported; 2025Q3: 27,200 shares; 2025Q4: 27,200 shares; 2026Q1: 27,204 shares 27,204 $1.77M 0.03% +4 Timeline IBMR 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: 56,112 shares; 2025Q3: 57,087 shares; 2025Q4: 67,081 shares; 2026Q1: 69,133 shares 69,133 $1.75M 0.03% +2,052 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,678 shares; 2025Q3: 17,384 shares; 2025Q4: 17,491 shares; 2026Q1: 17,493 shares 17,493 $1.7M 0.03% +2 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,930 shares; 2025Q4: 2,993 shares; 2026Q1: 2,999 shares 2,999 $1.69M 0.03% +6 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD 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: 23,628 shares; 2025Q3: 183,942 shares; 2025Q4: 162,465 shares; 2026Q1: 163,165 shares 163,165 $1.68M 0.03% +700 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: 21,670 shares; 2024Q4: 21,670 shares; 2025Q1: 21,685 shares; 2025Q2: 34,593 shares; 2025Q3: 34,155 shares; 2025Q4: 28,174 shares; 2026Q1: 22,343 shares 22,343 $1.68M 0.03% -5,831 Timeline IBMS 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: 50,469 shares; 2025Q3: 50,918 shares; 2025Q4: 62,412 shares; 2026Q1: 63,365 shares 63,365 $1.64M 0.03% +953 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 18,267 shares; 2025Q4: 18,267 shares; 2026Q1: 18,129 shares 18,129 $1.63M 0.03% -138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,541 shares; 2025Q3: 45,152 shares; 2025Q4: 44,410 shares; 2026Q1: 25,002 shares 25,002 $1.63M 0.03% -19,408 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,313 shares; 2025Q3: 28,623 shares; 2025Q4: 27,294 shares; 2026Q1: 27,294 shares 27,294 $1.63M 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,624 shares; 2025Q3: 63,649 shares; 2025Q4: 61,858 shares; 2026Q1: 62,275 shares 62,275 $1.6M 0.03% +417 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,177 shares; 2025Q3: 7,487 shares; 2025Q4: 8,173 shares; 2026Q1: 7,840 shares 7,840 $1.59M 0.03% -333 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 799 shares; 2025Q3: 2,123 shares; 2025Q4: 2,099 shares; 2026Q1: 1,839 shares 1,839 $1.59M 0.03% -260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,967 shares; 2025Q3: 23,812 shares; 2025Q4: 25,521 shares; 2026Q1: 25,935 shares 25,935 $1.58M 0.03% +414 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,336 shares; 2025Q3: 41,565 shares; 2025Q4: 38,324 shares; 2026Q1: 37,255 shares 37,255 $1.58M 0.03% -1,069 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: 5,776 shares; 2024Q4: 5,527 shares; 2025Q1: 5,242 shares; 2025Q2: 9,423 shares; 2025Q3: 11,137 shares; 2025Q4: 12,041 shares; 2026Q1: 12,019 shares 12,019 $1.58M 0.03% -22 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,532 shares; 2024Q4: 94,773 shares; 2025Q1: 94,539 shares; 2025Q2: 91,915 shares; 2025Q3: 97,918 shares; 2025Q4: 94,893 shares; 2026Q1: 94,893 shares 94,893 $1.58M 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,584 shares; 2025Q3: 9,538 shares; 2025Q4: 9,470 shares; 2026Q1: 9,700 shares 9,700 $1.57M 0.03% +230 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,687 shares; 2025Q3: 75,671 shares; 2025Q4: 81,290 shares; 2026Q1: 37,654 shares 37,654 $1.54M 0.03% -43,636 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 1 shares; 2025Q3: 1,801 shares; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares 1,801 $1.53M 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 9,984 shares; 2025Q1: 10,040 shares; 2025Q2: 10,379 shares; 2025Q3: 9,920 shares; 2025Q4: 9,930 shares; 2026Q1: 3,418 shares 3,418 $1.52M 0.03% -6,512 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,594 shares; 2025Q3: 18,416 shares; 2025Q4: 17,955 shares; 2026Q1: 17,839 shares 17,839 $1.49M 0.03% -116 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,331 shares; 2024Q4: 24,164 shares; 2025Q1: 21,231 shares; 2025Q2: 22,317 shares; 2025Q3: 22,014 shares; 2025Q4: 18,819 shares; 2026Q1: 43,705 shares 43,705 $1.48M 0.03% +24,886 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 7,992 shares; 2025Q3: 7,757 shares; 2025Q4: 7,374 shares; 2026Q1: 7,478 shares 7,478 $1.48M 0.03% +104 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 24,316 shares; 2025Q3: 24,569 shares; 2025Q4: 24,010 shares; 2026Q1: 12,456 shares 12,456 $1.47M 0.03% -11,554 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,433 shares; 2025Q3: 12,182 shares; 2025Q4: 8,099 shares; 2026Q1: 5,466 shares 5,466 $1.46M 0.03% -2,633 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: 15,903 shares; 2024Q4: 16,184 shares; 2025Q1: 17,262 shares; 2025Q2: 18,765 shares; 2025Q3: 18,278 shares; 2025Q4: 18,488 shares; 2026Q1: 6,022 shares 6,022 $1.44M 0.03% -12,466 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 15,609 shares; 2025Q4: 15,609 shares; 2026Q1: 15,609 shares 15,609 $1.43M 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,189 shares; 2025Q3: 15,873 shares; 2025Q4: 14,589 shares; 2026Q1: 14,389 shares 14,389 $1.43M 0.03% -200 Timeline IBMP 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: 50,995 shares; 2025Q3: 50,995 shares; 2025Q4: 54,501 shares; 2026Q1: 55,909 shares 55,909 $1.42M 0.03% +1,408 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: 13,425 shares; 2024Q4: 13,951 shares; 2025Q1: 12,403 shares; 2025Q2: 20,755 shares; 2025Q3: 16,931 shares; 2025Q4: 16,693 shares; 2026Q1: 16,629 shares 16,629 $1.42M 0.03% -64 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: 860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,537 shares; 2025Q4: 3,323 shares; 2026Q1: 4,981 shares 4,981 $1.39M 0.03% +1,658 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,545 shares; 2024Q4: 90,418 shares; 2025Q1: 88,613 shares; 2025Q2: 85,613 shares; 2025Q3: 99,789 shares; 2025Q4: 97,164 shares; 2026Q1: 97,164 shares 97,164 $1.38M 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 14,855 shares; 2025Q1: 13,319 shares; 2025Q2: 13,479 shares; 2025Q3: 12,914 shares; 2025Q4: 12,748 shares; 2026Q1: 11,497 shares 11,497 $1.37M 0.03% -1,251 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $1.34M 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,326 shares; 2025Q1: 7,261 shares; 2025Q2: 12,776 shares; 2025Q3: 14,069 shares; 2025Q4: 14,232 shares; 2026Q1: 13,813 shares 13,813 $1.33M 0.03% -419 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares; 2026Q1: 3,439 shares 3,439 $1.31M 0.03% +2 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,688 shares; 2024Q4: 39,370 shares; 2025Q1: 39,207 shares; 2025Q2: 58,088 shares; 2025Q3: 46,140 shares; 2025Q4: 43,499 shares; 2026Q1: 16,891 shares 16,891 $1.3M 0.03% -26,608 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: 5,732 shares; 2024Q4: 5,632 shares; 2025Q1: 5,494 shares; 2025Q2: 4,083 shares; 2025Q3: 22,122 shares; 2025Q4: 22,232 shares; 2026Q1: 25,003 shares 25,003 $1.28M 0.02% +2,771 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,442 shares; 2025Q4: 3,458 shares; 2026Q1: 3,490 shares 3,490 $1.27M 0.02% +32 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: 22,238 shares; 2024Q4: 17,826 shares; 2025Q1: 9,299 shares; 2025Q2: 23,231 shares; 2025Q3: 49,660 shares; 2025Q4: 47,761 shares; 2026Q1: 44,035 shares 44,035 $1.26M 0.02% -3,726 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,096 shares; 2024Q4: 3,096 shares; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 27,156 shares; 2025Q4: 30,156 shares; 2026Q1: 30,156 shares 30,156 $1.25M 0.02% 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: 17,000 shares; 2025Q2: 25,883 shares; 2025Q3: 29,442 shares; 2025Q4: 29,233 shares; 2026Q1: 29,233 shares 29,233 $1.24M 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 20,278 shares; 2025Q4: 20,278 shares; 2026Q1: 20,278 shares 20,278 $1.24M 0.02% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,180 shares; 2025Q4: 9,188 shares; 2026Q1: 9,180 shares 9,180 $1.24M 0.02% -8 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: 24,036 shares; 2024Q4: 15,363 shares; 2025Q1: 10,769 shares; 2025Q2: 17,273 shares; 2025Q3: 15,942 shares; 2025Q4: 15,301 shares; 2026Q1: 14,328 shares 14,328 $1.24M 0.02% -973 Timeline CPRT COPART INC More: the full row for COPART 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: 296 shares; 2025Q3: 37,292 shares; 2025Q4: 36,760 shares; 2026Q1: 37,169 shares 37,169 $1.23M 0.02% +409 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: 21,721 shares; 2024Q4: 20,816 shares; 2025Q1: 19,181 shares; 2025Q2: 18,960 shares; 2025Q3: 18,604 shares; 2025Q4: 12,724 shares; 2026Q1: 12,507 shares 12,507 $1.23M 0.02% -217 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 8,613 shares; 2025Q4: 8,474 shares; 2026Q1: 8,477 shares 8,477 $1.23M 0.02% +3 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,969 shares; 2025Q3: 31,966 shares; 2025Q4: 32,802 shares; 2026Q1: 36,217 shares 36,217 $1.21M 0.02% +3,415 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,723 shares; 2025Q3: 16,833 shares; 2025Q4: 12,791 shares; 2026Q1: 13,427 shares 13,427 $1.21M 0.02% +636 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,556 shares; 2025Q3: 13,750 shares; 2025Q4: 13,333 shares; 2026Q1: 24,005 shares 24,005 $1.2M 0.02% +10,672 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,457 shares; 2025Q2: 12,514 shares; 2025Q3: 11,802 shares; 2025Q4: 10,253 shares; 2026Q1: 9,400 shares 9,400 $1.2M 0.02% -853 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,205 shares; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 5,677 shares; 2025Q4: 5,668 shares; 2026Q1: 5,745 shares 5,745 $1.19M 0.02% +77 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,892 shares; 2025Q1: 4,892 shares; 2025Q2: 15,153 shares; 2025Q3: 16,942 shares; 2025Q4: 16,982 shares; 2026Q1: 14,256 shares 14,256 $1.17M 0.02% -2,726 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS 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: 166 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares; 2026Q1: 7,190 shares 7,190 $1.17M 0.02% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 486 shares; 2025Q3: 8,448 shares; 2025Q4: 8,440 shares; 2026Q1: 8,321 shares 8,321 $1.17M 0.02% -119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151 shares; 2025Q3: 2,730 shares; 2025Q4: 2,745 shares; 2026Q1: 2,722 shares 2,722 $1.16M 0.02% -23 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,343 shares; 2025Q4: 3,343 shares; 2026Q1: 3,362 shares 3,362 $1.15M 0.02% +19 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,099 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares 4,099 $1.14M 0.02% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST 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: 26,609 shares; 2025Q3: 28,306 shares; 2025Q4: 28,248 shares; 2026Q1: 27,398 shares 27,398 $1.13M 0.02% -850 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,182 shares; 2025Q3: 8,243 shares; 2025Q4: 7,290 shares; 2026Q1: 7,295 shares 7,295 $1.13M 0.02% +5 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,783 shares; 2024Q4: 84,714 shares; 2025Q1: 84,214 shares; 2025Q2: 88,226 shares; 2025Q3: 95,207 shares; 2025Q4: 91,634 shares; 2026Q1: 61,479 shares 61,479 $1.11M 0.02% -30,155 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: 10,940 shares; 2024Q4: 9,823 shares; 2025Q1: 8,976 shares; 2025Q2: 5,894 shares; 2025Q3: 6,051 shares; 2025Q4: 6,108 shares; 2026Q1: 6,962 shares 6,962 $1.09M 0.02% +854 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: 2,984 shares; 2024Q4: 2,956 shares; 2025Q1: 2,948 shares; 2025Q2: 5,360 shares; 2025Q3: 6,328 shares; 2025Q4: 6,244 shares; 2026Q1: 6,594 shares 6,594 $1.09M 0.02% +350 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: 5,930 shares; 2024Q4: 6,005 shares; 2025Q1: 5,930 shares; 2025Q2: 12,691 shares; 2025Q3: 12,871 shares; 2025Q4: 12,423 shares; 2026Q1: 9,551 shares 9,551 $1.08M 0.02% -2,872 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,821 shares; 2024Q4: 85,922 shares; 2025Q1: 85,670 shares; 2025Q2: 5,409 shares; 2025Q3: 5,856 shares; 2025Q4: 5,139 shares; 2026Q1: 4,517 shares 4,517 $1.07M 0.02% -622 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: 8,109 shares; 2024Q4: 7,201 shares; 2025Q1: 6,948 shares; 2025Q2: 6,782 shares; 2025Q3: 6,146 shares; 2025Q4: 5,358 shares; 2026Q1: 2,976 shares 2,976 $1.05M 0.02% -2,382 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 11,840 shares; 2025Q1: 11,840 shares; 2025Q2: 12,850 shares; 2025Q3: 21,077 shares; 2025Q4: 23,947 shares; 2026Q1: 23,083 shares 23,083 $1.05M 0.02% -864 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,810 shares; 2025Q3: 16,227 shares; 2025Q4: 15,589 shares; 2026Q1: 16,669 shares 16,669 $1.04M 0.02% +1,080 Timeline IBMO 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: 43,830 shares; 2025Q3: 42,901 shares; 2025Q4: 42,156 shares; 2026Q1: 40,361 shares 40,361 $1.03M 0.02% -1,795 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: 10,546 shares; 2025Q1: 10,546 shares; 2025Q2: 12,933 shares; 2025Q3: 25,666 shares; 2025Q4: 30,241 shares; 2026Q1: 28,725 shares 28,725 $1.02M 0.02% -1,516 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,601 shares; 2025Q3: 9,575 shares; 2025Q4: 9,457 shares; 2026Q1: 9,226 shares 9,226 $1.02M 0.02% -231 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 3,334 shares; 2025Q1: 3,062 shares; 2025Q2: 2,568 shares; 2025Q3: 7,685 shares; 2025Q4: 6,776 shares; 2026Q1: 12,481 shares 12,481 $1.01M 0.02% +5,705 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,814 shares 4,814 $1.01M 0.02% +1 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,460 shares 19,460 $996K 0.02% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,433 shares; 2025Q4: 8,678 shares; 2026Q1: 7,177 shares 7,177 $985K 0.02% -1,501 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 16,220 shares; 2025Q4: 16,220 shares; 2026Q1: 16,820 shares 16,820 $983K 0.02% +600 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares 5,730 $982K 0.02% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,278 shares; 2025Q3: 48,278 shares; 2025Q4: 48,278 shares; 2026Q1: 48,278 shares 48,278 $982K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,587 shares; 2025Q1: 4,543 shares; 2025Q2: 6,409 shares; 2025Q3: 7,037 shares; 2025Q4: 6,888 shares; 2026Q1: 6,747 shares 6,747 $980K 0.02% -141 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,211 shares; 2024Q4: 8,879 shares; 2025Q1: 9,156 shares; 2025Q2: 9,151 shares; 2025Q3: 9,443 shares; 2025Q4: 9,210 shares; 2026Q1: 9,210 shares 9,210 $978K 0.02% 0 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: 375 shares; 2024Q4: 339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 1,900 shares; 2026Q1: 1,811 shares 1,811 $976K 0.02% -89 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508 shares; 2025Q3: 11,892 shares; 2025Q4: 11,892 shares; 2026Q1: 12,065 shares 12,065 $966K 0.02% +173 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: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: 4,331 shares; 2025Q3: 4,692 shares; 2025Q4: 4,665 shares; 2026Q1: 4,626 shares 4,626 $959K 0.02% -39 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS 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: 62 shares; 2025Q3: 9,062 shares; 2025Q4: 9,174 shares; 2026Q1: 9,174 shares 9,174 $950K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 3,665 shares; 2025Q3: 4,701 shares; 2025Q4: 4,701 shares; 2026Q1: 4,580 shares 4,580 $947K 0.02% -121 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: 0 shares; 2025Q3: 4,028 shares; 2025Q4: 4,028 shares; 2026Q1: 3,950 shares 3,950 $941K 0.02% -78 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 4,049 shares; 2025Q4: 4,021 shares; 2026Q1: 4,678 shares 4,678 $927K 0.02% +657 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 14,950 shares; 2025Q4: 14,950 shares; 2026Q1: 14,950 shares 14,950 $926K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,528 shares; 2025Q3: 8,436 shares; 2025Q4: 14,468 shares; 2026Q1: 24,064 shares 24,064 $925K 0.02% +9,596 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 3,382 shares; 2025Q4: 2,791 shares; 2026Q1: 2,724 shares 2,724 $920K 0.02% -67 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 17,426 shares; 2025Q3: 30,141 shares; 2025Q4: 26,193 shares; 2026Q1: 20,592 shares 20,592 $915K 0.02% -5,601 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: 7,727 shares; 2024Q4: 7,727 shares; 2025Q1: 7,637 shares; 2025Q2: 7,403 shares; 2025Q3: 7,346 shares; 2025Q4: 7,452 shares; 2026Q1: 7,707 shares 7,707 $914K 0.02% +255 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,578 shares; 2025Q4: 9,906 shares; 2026Q1: 11,133 shares 11,133 $912K 0.02% +1,227 Timeline IBMT 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: 4,582 shares; 2025Q3: 20,459 shares; 2025Q4: 31,241 shares; 2026Q1: 35,234 shares 35,234 $904K 0.02% +3,993 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,969 shares; 2024Q4: 31,908 shares; 2025Q1: 31,791 shares; 2025Q2: 31,220 shares; 2025Q3: 34,822 shares; 2025Q4: 29,869 shares; 2026Q1: 10,413 shares 10,413 $904K 0.02% -19,456 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: 16,382 shares; 2024Q4: 16,382 shares; 2025Q1: 15,866 shares; 2025Q2: 16,479 shares; 2025Q3: 16,822 shares; 2025Q4: 13,222 shares; 2026Q1: 12,438 shares 12,438 $901K 0.02% -784 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 15,311 shares; 2025Q4: 16,152 shares; 2026Q1: 12,872 shares 12,872 $893K 0.02% -3,280 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 4,127 shares 4,127 $891K 0.02% +3,816 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,034 shares; 2025Q2: 64,138 shares; 2025Q3: 65,868 shares; 2025Q4: 63,983 shares; 2026Q1: 19,589 shares 19,589 $886K 0.02% -44,394 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,171 shares; 2024Q4: 8,171 shares; 2025Q1: 8,012 shares; 2025Q2: 8,921 shares; 2025Q3: 9,462 shares; 2025Q4: 9,269 shares; 2026Q1: 8,628 shares 8,628 $881K 0.02% -641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 507 shares; 2025Q3: 17,465 shares; 2025Q4: 18,585 shares; 2026Q1: 12,106 shares 12,106 $881K 0.02% -6,479 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,263 shares; 2025Q3: 14,849 shares; 2025Q4: 14,713 shares; 2026Q1: 14,728 shares 14,728 $872K 0.02% +15 Timeline VDE 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: 6,330 shares; 2025Q3: 6,378 shares; 2025Q4: 6,058 shares; 2026Q1: 5,029 shares 5,029 $870K 0.02% -1,029 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 10,898 shares; 2025Q4: 11,540 shares; 2026Q1: 12,868 shares 12,868 $866K 0.02% +1,328 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 119 shares; 2025Q3: 6,997 shares; 2025Q4: 6,997 shares; 2026Q1: 6,997 shares 6,997 $862K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 3,320 shares; 2025Q3: 3,394 shares; 2025Q4: 3,394 shares; 2026Q1: 3,336 shares 3,336 $859K 0.02% -58 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 3,473 shares; 2025Q4: 3,473 shares; 2026Q1: 2,379 shares 2,379 $851K 0.02% -1,094 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,425 shares; 2024Q4: 59,025 shares; 2025Q1: 59,181 shares; 2025Q2: 55,981 shares; 2025Q3: 58,963 shares; 2025Q4: 57,932 shares; 2026Q1: 57,182 shares 57,182 $851K 0.02% -750 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 10,919 shares 10,919 $843K 0.02% +9,608 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 28,503 shares; 2025Q4: 28,440 shares; 2026Q1: 28,444 shares 28,444 $835K 0.02% +4 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,432 shares; 2024Q4: 30,286 shares; 2025Q1: 29,482 shares; 2025Q2: 5,478 shares; 2025Q3: 5,763 shares; 2025Q4: 5,096 shares; 2026Q1: 4,878 shares 4,878 $825K 0.02% -218 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: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,058 shares; 2025Q2: 4,358 shares; 2025Q3: 4,672 shares; 2025Q4: 4,726 shares; 2026Q1: 4,706 shares 4,706 $816K 0.02% -20 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,034 shares; 2024Q4: 54,534 shares; 2025Q1: 53,034 shares; 2025Q2: 48,934 shares; 2025Q3: 47,934 shares; 2025Q4: 45,384 shares; 2026Q1: 39,799 shares 39,799 $786K 0.02% -5,585 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,367 shares; 2025Q3: 16,780 shares; 2025Q4: 15,456 shares; 2026Q1: 14,175 shares 14,175 $784K 0.02% -1,281 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,570 shares; 2024Q4: 11,713 shares; 2025Q1: 3,940 shares; 2025Q2: 4,824 shares; 2025Q3: 9,368 shares; 2025Q4: 9,281 shares; 2026Q1: 6,023 shares 6,023 $783K 0.02% -3,258 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,083 shares; 2025Q1: 2,028 shares; 2025Q2: 2,171 shares; 2025Q3: 2,030 shares; 2025Q4: 2,059 shares; 2026Q1: 615 shares 615 $776K 0.01% -1,444 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,574 shares; 2025Q3: 8,340 shares; 2025Q4: 8,232 shares; 2026Q1: 8,662 shares 8,662 $768K 0.01% +430 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: 32,347 shares; 2025Q4: 29,925 shares; 2026Q1: 33,949 shares 33,949 $764K 0.01% +4,024 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: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 3,722 shares; 2025Q3: 3,672 shares; 2025Q4: 3,597 shares; 2026Q1: 3,545 shares 3,545 $748K 0.01% -52 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,062 shares; 2024Q4: 8,955 shares; 2025Q1: 8,955 shares; 2025Q2: 10,257 shares; 2025Q3: 10,257 shares; 2025Q4: 10,260 shares; 2026Q1: 9,770 shares 9,770 $748K 0.01% -490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,576 shares; 2025Q3: 5,685 shares; 2025Q4: 5,820 shares; 2026Q1: 6,119 shares 6,119 $726K 0.01% +299 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: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares 1,330 $723K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 9,023 shares; 2025Q1: 7,518 shares; 2025Q2: 6,866 shares; 2025Q3: 10,910 shares; 2025Q4: 10,556 shares; 2026Q1: 10,038 shares 10,038 $720K 0.01% -518 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,017 shares; 2025Q3: 26,459 shares; 2025Q4: 26,703 shares; 2026Q1: 30,234 shares 30,234 $715K 0.01% +3,531 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 4,400 shares; 2025Q2: 4,427 shares; 2025Q3: 5,000 shares; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares 4,825 $710K 0.01% 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,700 shares; 2025Q2: 5,555 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 4,951 shares 4,951 $705K 0.01% -504 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: 7,611 shares; 2024Q4: 7,611 shares; 2025Q1: 7,611 shares; 2025Q2: 10,612 shares; 2025Q3: 10,113 shares; 2025Q4: 10,025 shares; 2026Q1: 10,025 shares 10,025 $704K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 2,885 shares; 2025Q1: 2,879 shares; 2025Q2: 10,606 shares; 2025Q3: 10,714 shares; 2025Q4: 10,368 shares; 2026Q1: 9,834 shares 9,834 $701K 0.01% -534 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,917 shares; 2025Q3: 4,870 shares; 2025Q4: 13,504 shares; 2026Q1: 17,666 shares 17,666 $697K 0.01% +4,162 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,974 shares; 2024Q4: 8,518 shares; 2025Q1: 8,690 shares; 2025Q2: 11,741 shares; 2025Q3: 11,180 shares; 2025Q4: 11,099 shares; 2026Q1: 2,801 shares 2,801 $696K 0.01% -8,298 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,045 shares; 2025Q3: 7,966 shares; 2025Q4: 8,021 shares; 2026Q1: 3,733 shares 3,733 $690K 0.01% -4,288 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,329 shares; 2025Q1: 3,923 shares; 2025Q2: 7,882 shares; 2025Q3: 7,748 shares; 2025Q4: 8,669 shares; 2026Q1: 7,815 shares 7,815 $689K 0.01% -854 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,209 shares; 2025Q3: 14,729 shares; 2025Q4: 14,331 shares; 2026Q1: 13,616 shares 13,616 $687K 0.01% -715 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,171 shares; 2025Q1: 15,904 shares; 2025Q2: 17,745 shares; 2025Q3: 20,190 shares; 2025Q4: 19,902 shares; 2026Q1: 19,902 shares 19,902 $686K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 3,116 shares; 2025Q4: 3,118 shares; 2026Q1: 3,080 shares 3,080 $669K 0.01% -38 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,438 shares; 2025Q3: 27,877 shares; 2025Q4: 17,196 shares; 2026Q1: 17,596 shares 17,596 $666K 0.01% +400 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 3,091 shares; 2025Q3: 2,203 shares; 2025Q4: 2,210 shares; 2026Q1: 2,214 shares 2,214 $662K 0.01% +4 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,323 shares; 2025Q3: 5,373 shares; 2025Q4: 4,681 shares; 2026Q1: 4,530 shares 4,530 $660K 0.01% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,693 shares; 2025Q3: 6,893 shares; 2025Q4: 6,813 shares; 2026Q1: 6,172 shares 6,172 $640K 0.01% -641 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,249 shares; 2025Q3: 6,961 shares; 2025Q4: 6,971 shares; 2026Q1: 6,314 shares 6,314 $635K 0.01% -657 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,573 shares; 2024Q4: 42,573 shares; 2025Q1: 43,516 shares; 2025Q2: 43,200 shares; 2025Q3: 47,406 shares; 2025Q4: 43,734 shares; 2026Q1: 32,653 shares 32,653 $627K 0.01% -11,081 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: 4,805 shares; 2024Q4: 4,769 shares; 2025Q1: 4,758 shares; 2025Q2: 6,359 shares; 2025Q3: 7,077 shares; 2025Q4: 7,390 shares; 2026Q1: 6,789 shares 6,789 $625K 0.01% -601 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 7,582 shares; 2025Q4: 7,582 shares; 2026Q1: 8,074 shares 8,074 $623K 0.01% +492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,304 shares; 2025Q3: 19,148 shares; 2025Q4: 19,208 shares; 2026Q1: 20,053 shares 20,053 $621K 0.01% +845 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: 61,052 shares; 2024Q4: 56,694 shares; 2025Q1: 10,235 shares; 2025Q2: 10,859 shares; 2025Q3: 10,874 shares; 2025Q4: 11,157 shares; 2026Q1: 6,672 shares 6,672 $612K 0.01% -4,485 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,307 shares; 2025Q3: 5,343 shares; 2025Q4: 5,015 shares; 2026Q1: 5,002 shares 5,002 $608K 0.01% -13 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 881 shares; 2025Q3: 1,145 shares; 2025Q4: 1,245 shares; 2026Q1: 1,515 shares 1,515 $581K 0.01% +270 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 629 shares; 2025Q3: 9,859 shares; 2025Q4: 9,861 shares; 2026Q1: 8,664 shares 8,664 $575K 0.01% -1,197 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,800 shares; 2024Q4: 29,800 shares; 2025Q1: 29,800 shares; 2025Q2: 34,300 shares; 2025Q3: 34,300 shares; 2025Q4: 34,300 shares; 2026Q1: 34,300 shares 34,300 $573K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,679 shares; 2026Q1: 1,963 shares 1,963 $571K 0.01% +284 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 9,585 shares; 2025Q1: 9,756 shares; 2025Q2: 10,550 shares; 2025Q3: 10,265 shares; 2025Q4: 9,649 shares; 2026Q1: 2,998 shares 2,998 $569K 0.01% -6,651 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares; 2026Q1: 1,793 shares 1,793 $563K 0.01% -90 Timeline FDN 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: 2,351 shares; 2025Q3: 2,098 shares; 2025Q4: 2,385 shares; 2026Q1: 2,385 shares 2,385 $558K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 1,992 shares; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 4,504 shares; 2025Q4: 4,339 shares; 2026Q1: 4,601 shares 4,601 $558K 0.01% +262 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: 18,913 shares; 2024Q4: 16,880 shares; 2025Q1: 15,225 shares; 2025Q2: 10,564 shares; 2025Q3: 9,572 shares; 2025Q4: 8,496 shares; 2026Q1: 7,021 shares 7,021 $552K 0.01% -1,475 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: 14,699 shares; 2025Q4: 14,792 shares; 2026Q1: 15,027 shares 15,027 $552K 0.01% +235 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,511 shares 21,511 $550K 0.01% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,432 shares; 2025Q2: 10,450 shares; 2025Q3: 22,486 shares; 2025Q4: 24,636 shares; 2026Q1: 23,136 shares 23,136 $536K 0.01% -1,500 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 10,819 shares; 2025Q4: 10,816 shares; 2026Q1: 10,826 shares 10,826 $530K 0.01% +10 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,193 shares; 2025Q4: 8,122 shares; 2026Q1: 8,610 shares 8,610 $527K 0.01% +488 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,985 shares; 2025Q2: 10,984 shares; 2025Q3: 23,362 shares; 2025Q4: 25,562 shares; 2026Q1: 23,497 shares 23,497 $526K 0.01% -2,065 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,594 shares; 2025Q3: 6,803 shares; 2025Q4: 6,595 shares; 2026Q1: 5,890 shares 5,890 $521K 0.01% -705 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,739 shares; 2025Q1: 2,657 shares; 2025Q2: 2,657 shares; 2025Q3: 2,668 shares; 2025Q4: 2,509 shares; 2026Q1: 2,471 shares 2,471 $514K 0.01% -38 Timeline VOX 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: 2,825 shares; 2025Q3: 2,826 shares; 2025Q4: 2,827 shares; 2026Q1: 2,828 shares 2,828 $509K 0.01% +1 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,710 shares; 2025Q3: 6,110 shares; 2025Q4: 6,110 shares; 2026Q1: 6,377 shares 6,377 $507K 0.01% +267 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 9,217 shares; 2025Q3: 8,904 shares; 2025Q4: 3,614 shares; 2026Q1: 2,582 shares 2,582 $504K 0.01% -1,032 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: 19,518 shares; 2024Q4: 19,644 shares; 2025Q1: 19,648 shares; 2025Q2: 21,842 shares; 2025Q3: 23,433 shares; 2025Q4: 27,933 shares; 2026Q1: 16,168 shares 16,168 $490K 0.01% -11,765 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,895 shares; 2025Q1: 2,517 shares; 2025Q2: 611 shares; 2025Q3: 3,475 shares; 2025Q4: 3,440 shares; 2026Q1: 3,309 shares 3,309 $490K 0.01% -131 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,776 shares; 2025Q3: 10,920 shares; 2025Q4: 9,936 shares; 2026Q1: 9,661 shares 9,661 $486K 0.01% -275 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,077 shares; 2025Q3: 13,095 shares; 2025Q4: 15,013 shares; 2026Q1: 19,336 shares 19,336 $485K 0.01% +4,323 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: 1,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,819 shares; 2025Q3: 3,804 shares; 2025Q4: 3,231 shares; 2026Q1: 3,190 shares 3,190 $483K 0.01% -41 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 2,363 shares; 2025Q4: 3,303 shares; 2026Q1: 3,291 shares 3,291 $481K 0.01% -12 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: 9,684 shares; 2024Q4: 9,684 shares; 2025Q1: 8,939 shares; 2025Q2: 9,066 shares; 2025Q3: 9,287 shares; 2025Q4: 8,820 shares; 2026Q1: 6,671 shares 6,671 $472K 0.01% -2,149 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: 1,659 shares; 2024Q4: 1,640 shares; 2025Q1: 1,599 shares; 2025Q2: 1,628 shares; 2025Q3: 1,774 shares; 2025Q4: 1,726 shares; 2026Q1: 1,582 shares 1,582 $467K 0.01% -144 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,890 shares; 2025Q3: 9,390 shares; 2025Q4: 8,290 shares; 2026Q1: 7,390 shares 7,390 $460K 0.01% -900 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: 53,177 shares; 2024Q4: 51,670 shares; 2025Q1: 7,681 shares; 2025Q2: 7,733 shares; 2025Q3: 7,569 shares; 2025Q4: 7,559 shares; 2026Q1: 3,831 shares 3,831 $460K 0.01% -3,728 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 29 shares; 2025Q3: 2,501 shares; 2025Q4: 2,501 shares; 2026Q1: 2,542 shares 2,542 $458K 0.01% +41 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,796 shares; 2024Q4: 12,796 shares; 2025Q1: 10,956 shares; 2025Q2: 10,498 shares; 2025Q3: 10,398 shares; 2025Q4: 7,668 shares; 2026Q1: 7,572 shares 7,572 $457K 0.01% -96 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,926 shares; 2024Q4: 17,050 shares; 2025Q1: 17,383 shares; 2025Q2: 17,233 shares; 2025Q3: 17,656 shares; 2025Q4: 14,156 shares; 2026Q1: 14,156 shares 14,156 $456K 0.01% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,040 shares; 2025Q2: 6,040 shares; 2025Q3: 6,137 shares; 2025Q4: 6,040 shares; 2026Q1: 6,040 shares 6,040 $455K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 3,515 shares; 2025Q3: 3,593 shares; 2025Q4: 3,372 shares; 2026Q1: 3,419 shares 3,419 $453K 0.01% +47 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: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 5,987 shares; 2026Q1: 7,958 shares 7,958 $452K 0.01% +1,971 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: 6,443 shares; 2024Q4: 6,345 shares; 2025Q1: 6,317 shares; 2025Q2: 7,499 shares; 2025Q3: 9,726 shares; 2025Q4: 8,795 shares; 2026Q1: 8,619 shares 8,619 $448K 0.01% -176 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 2,220 shares; 2025Q4: 2,195 shares; 2026Q1: 2,189 shares 2,189 $446K 0.01% -6 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,199 shares; 2024Q4: 29,265 shares; 2025Q1: 25,823 shares; 2025Q2: 33,628 shares; 2025Q3: 31,883 shares; 2025Q4: 30,808 shares; 2026Q1: 28,520 shares 28,520 $446K 0.01% -2,288 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,635 shares; 2025Q3: 6,483 shares; 2025Q4: 6,475 shares; 2026Q1: 6,475 shares 6,475 $441K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,735 shares; 2025Q4: 8,735 shares; 2026Q1: 8,735 shares 8,735 $434K 0.01% 0 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: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 2,531 shares; 2025Q2: 3,714 shares; 2025Q3: 3,486 shares; 2025Q4: 3,486 shares; 2026Q1: 3,721 shares 3,721 $421K 0.01% +235 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: 96,301 shares; 2024Q4: 90,226 shares; 2025Q1: 7,479 shares; 2025Q2: 9,487 shares; 2025Q3: 13,183 shares; 2025Q4: 11,332 shares; 2026Q1: 10,085 shares 10,085 $420K 0.01% -1,247 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: 7,191 shares; 2024Q4: not reported; 2025Q1: 7,116 shares; 2025Q2: 8,671 shares; 2025Q3: 10,216 shares; 2025Q4: 8,886 shares; 2026Q1: 8,886 shares 8,886 $418K 0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 4,725 shares; 2025Q3: 5,691 shares; 2025Q4: 5,693 shares; 2026Q1: 4,394 shares 4,394 $417K 0.01% -1,299 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,954 shares; 2025Q3: 12,954 shares; 2025Q4: 13,058 shares; 2026Q1: 12,854 shares 12,854 $411K 0.01% -204 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS 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: 26,656 shares; 2025Q3: 19,245 shares; 2025Q4: 19,836 shares; 2026Q1: 19,866 shares 19,866 $408K 0.01% +30 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,153 shares; 2025Q3: 1,848 shares; 2025Q4: 1,928 shares; 2026Q1: 1,892 shares 1,892 $404K 0.01% -36 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,323 shares; 2025Q3: 6,273 shares; 2025Q4: 6,023 shares; 2026Q1: 6,023 shares 6,023 $403K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares 1,084 $402K 0.01% 0 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 5,350 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $395K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,672 shares; 2025Q3: 18,666 shares; 2025Q4: 15,861 shares; 2026Q1: 15,870 shares 15,870 $393K 0.01% +9 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,789 shares; 2025Q4: 2,789 shares; 2026Q1: 2,460 shares 2,460 $390K 0.01% -329 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,144 shares; 2024Q4: 8,723 shares; 2025Q1: 3,940 shares; 2025Q2: 3,513 shares; 2025Q3: 3,582 shares; 2025Q4: 3,582 shares; 2026Q1: 3,638 shares 3,638 $385K 0.01% +56 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,316 shares; 2025Q4: 12,387 shares; 2026Q1: 16,603 shares 16,603 $383K 0.01% +4,216 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY 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: 185 shares; 2026Q1: 20,200 shares 20,200 $381K 0.01% +20,015 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,043 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 2,374 shares 2,374 $369K 0.01% -36 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly 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: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares 10,900 $364K 0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB 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: 16,707 shares; 2025Q3: 16,707 shares; 2025Q4: 16,707 shares; 2026Q1: 16,707 shares 16,707 $362K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,891 shares; 2025Q3: 5,891 shares; 2025Q4: 5,929 shares; 2026Q1: 5,908 shares 5,908 $356K 0.01% -21 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 1,194 shares 1,194 $355K 0.01% +544 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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: 40 shares; 2025Q3: 1,060 shares; 2025Q4: 1,070 shares; 2026Q1: 1,040 shares 1,040 $355K 0.01% -30 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,033 shares; 2026Q1: 1,218 shares 1,218 $354K 0.01% +185 Timeline