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: 372,681 shares; 2024Q4: 366,836 shares; 2025Q1: 359,952 shares; 2025Q2: 353,205 shares; 2025Q3: 303,004 shares; 2025Q4: 298,938 shares; 2026Q1: 252,727 shares 252,727 $72.7M 4.84% -46,211 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: 204,303 shares; 2024Q4: 207,677 shares; 2025Q1: 206,391 shares; 2025Q2: 209,251 shares; 2025Q3: 200,331 shares; 2025Q4: 199,198 shares; 2026Q1: 194,078 shares 194,078 $71.8M 4.79% -5,120 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: 266,409 shares; 2024Q4: 262,655 shares; 2025Q1: 260,556 shares; 2025Q2: 257,672 shares; 2025Q3: 242,278 shares; 2025Q4: 242,144 shares; 2026Q1: 239,082 shares 239,082 $60.7M 4.04% -3,062 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: 366,720 shares; 2024Q4: 362,185 shares; 2025Q1: 358,777 shares; 2025Q2: 366,476 shares; 2025Q3: 264,056 shares; 2025Q4: 272,074 shares; 2026Q1: 282,835 shares 282,835 $58.9M 3.92% +10,761 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: 34,156 shares; 2024Q4: 34,156 shares; 2025Q1: 34,156 shares; 2025Q2: 158,288 shares; 2025Q3: 177,155 shares; 2025Q4: 178,276 shares; 2026Q1: 169,425 shares 169,425 $57.9M 3.86% -8,851 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: 682,136 shares; 2024Q4: 667,855 shares; 2025Q1: 664,275 shares; 2025Q2: 653,515 shares; 2025Q3: 622,171 shares; 2025Q4: 616,172 shares; 2026Q1: 605,564 shares 605,564 $56.9M 3.79% -10,608 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: 614,212 shares; 2024Q4: 607,342 shares; 2025Q1: 598,743 shares; 2025Q2: 595,667 shares; 2025Q3: 583,316 shares; 2025Q4: 594,805 shares; 2026Q1: 599,508 shares 599,508 $55.7M 3.71% +4,703 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: 704 shares; 2024Q4: 684 shares; 2025Q1: 662 shares; 2025Q2: 703 shares; 2025Q3: 716 shares; 2025Q4: 54,603 shares; 2026Q1: 106,606 shares 106,606 $52.9M 3.52% +52,003 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: 198,279 shares; 2024Q4: 196,262 shares; 2025Q1: 195,114 shares; 2025Q2: 191,207 shares; 2025Q3: 177,604 shares; 2025Q4: 175,140 shares; 2026Q1: 173,989 shares 173,989 $52.6M 3.5% -1,151 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,285 shares; 2024Q4: 185,429 shares; 2025Q1: 186,931 shares; 2025Q2: 182,806 shares; 2025Q3: 231,904 shares; 2025Q4: 271,386 shares; 2026Q1: 314,556 shares 314,556 $51.1M 3.4% +43,170 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: 222,001 shares; 2024Q4: 218,799 shares; 2025Q1: 240,401 shares; 2025Q2: 236,977 shares; 2025Q3: 212,433 shares; 2025Q4: 151,961 shares; 2026Q1: 155,784 shares 155,784 $48.2M 3.21% +3,823 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,620 shares; 2024Q4: 21,167 shares; 2025Q1: 27,150 shares; 2025Q2: 25,599 shares; 2025Q3: 25,072 shares; 2025Q4: 238,299 shares; 2026Q1: 251,842 shares 251,842 $43.9M 2.93% +13,543 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: 104,780 shares; 2024Q4: 103,170 shares; 2025Q1: 102,449 shares; 2025Q2: 102,188 shares; 2025Q3: 72,926 shares; 2025Q4: 72,231 shares; 2026Q1: 75,751 shares 75,751 $43.3M 2.89% +3,520 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: 6,949 shares; 2024Q4: 6,758 shares; 2025Q1: 6,554 shares; 2025Q2: 61,564 shares; 2025Q3: 118,202 shares; 2025Q4: 120,546 shares; 2026Q1: 120,933 shares 120,933 $40.9M 2.72% +387 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,206 shares; 2024Q4: 193,807 shares; 2025Q1: 152,366 shares; 2025Q2: 148,325 shares; 2025Q3: 167,419 shares; 2025Q4: 166,015 shares; 2026Q1: 160,820 shares 160,820 $40.2M 2.68% -5,195 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: 71,014 shares; 2024Q4: 70,691 shares; 2025Q1: 70,202 shares; 2025Q2: 69,099 shares; 2025Q3: 68,222 shares; 2025Q4: 72,157 shares; 2026Q1: 89,050 shares 89,050 $37.9M 2.52% +16,893 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: 57,927 shares; 2024Q4: 56,982 shares; 2025Q1: 56,487 shares; 2025Q2: 78,271 shares; 2025Q3: 77,083 shares; 2025Q4: 76,833 shares; 2026Q1: 76,103 shares 76,103 $37.4M 2.49% -730 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: 269,531 shares; 2024Q4: 276,207 shares; 2025Q1: 274,753 shares; 2025Q2: 268,792 shares; 2025Q3: 262,686 shares; 2025Q4: 265,498 shares; 2026Q1: 331,920 shares 331,920 $34.1M 2.27% +66,422 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: 81,289 shares; 2024Q4: 80,515 shares; 2025Q1: 76,516 shares; 2025Q2: 109,161 shares; 2025Q3: 129,842 shares; 2025Q4: 130,030 shares; 2026Q1: 125,691 shares 125,691 $34M 2.27% -4,339 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: 140,099 shares; 2024Q4: 137,803 shares; 2025Q1: 137,135 shares; 2025Q2: 147,068 shares; 2025Q3: 139,682 shares; 2025Q4: 138,309 shares; 2026Q1: 111,193 shares 111,193 $33.6M 2.24% -27,116 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: 290,460 shares; 2024Q4: 250,684 shares; 2025Q1: 249,406 shares; 2025Q2: 247,680 shares; 2025Q3: 238,681 shares; 2025Q4: 250,991 shares; 2026Q1: 246,989 shares 246,989 $28.4M 1.89% -4,002 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642,289 shares; 2024Q4: 629,684 shares; 2025Q1: 624,905 shares; 2025Q2: 695,758 shares; 2025Q3: 685,697 shares; 2025Q4: 701,410 shares; 2026Q1: 716,053 shares 716,053 $27.6M 1.84% +14,643 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,308 shares; 2025Q3: 173,445 shares; 2025Q4: 187,199 shares; 2026Q1: 246,353 shares 246,353 $27.4M 1.83% +59,154 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358,392 shares 358,392 $26.3M 1.75% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166,878 shares 166,878 $22.7M 1.51% new 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: 61,460 shares; 2024Q4: 63,648 shares; 2025Q1: 63,601 shares; 2025Q2: 64,202 shares; 2025Q3: 152,804 shares; 2025Q4: 81,171 shares; 2026Q1: 141,255 shares 141,255 $20.8M 1.38% +60,084 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: 23,894 shares; 2024Q4: 23,879 shares; 2025Q1: 23,932 shares; 2025Q2: 23,899 shares; 2025Q3: 23,946 shares; 2025Q4: 24,765 shares; 2026Q1: 25,671 shares 25,671 $16.8M 1.12% +906 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255,363 shares 255,363 $16M 1.07% new 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: 48,876 shares; 2024Q4: 54,504 shares; 2025Q1: 54,319 shares; 2025Q2: 54,487 shares; 2025Q3: 80,280 shares; 2025Q4: 81,106 shares; 2026Q1: 47,774 shares 47,774 $13.7M 0.91% -33,332 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,497 shares; 2024Q4: 34,060 shares; 2025Q1: 33,964 shares; 2025Q2: 33,806 shares; 2025Q3: 41,501 shares; 2025Q4: 42,891 shares; 2026Q1: 42,690 shares 42,690 $12.5M 0.83% -201 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: 120,819 shares; 2024Q4: 120,396 shares; 2025Q1: 118,475 shares; 2025Q2: 119,351 shares; 2025Q3: 136,421 shares; 2025Q4: 137,286 shares; 2026Q1: 137,069 shares 137,069 $9.98M 0.66% -217 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,805 shares; 2026Q1: 112,192 shares 112,192 $9.26M 0.62% +74,387 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,516 shares; 2024Q4: 30,264 shares; 2025Q1: 29,808 shares; 2025Q2: 29,697 shares; 2025Q3: 31,468 shares; 2025Q4: 31,530 shares; 2026Q1: 37,610 shares 37,610 $8.32M 0.55% +6,080 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409,153 shares; 2025Q2: 409,153 shares; 2025Q3: 409,153 shares; 2025Q4: 409,153 shares; 2026Q1: 411,813 shares 411,813 $8M 0.53% +2,660 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: 2,112 shares; 2024Q4: 1,925 shares; 2025Q1: 2,401 shares; 2025Q2: 24,423 shares; 2025Q3: 35,127 shares; 2025Q4: 41,016 shares; 2026Q1: 41,173 shares 41,173 $7.99M 0.53% +157 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: 57,159 shares; 2024Q4: 53,417 shares; 2025Q1: 53,207 shares; 2025Q2: 53,247 shares; 2025Q3: 56,803 shares; 2025Q4: 56,957 shares; 2026Q1: 47,126 shares 47,126 $7.76M 0.52% -9,831 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: 91,965 shares; 2024Q4: 91,259 shares; 2025Q1: 90,690 shares; 2025Q2: 90,051 shares; 2025Q3: 90,091 shares; 2025Q4: 90,367 shares; 2026Q1: 89,764 shares 89,764 $6.83M 0.45% -603 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,182 shares; 2026Q1: 23,971 shares 23,971 $6.56M 0.44% -211 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,479 shares; 2024Q4: 126,598 shares; 2025Q1: 127,906 shares; 2025Q2: 127,984 shares; 2025Q3: 140,757 shares; 2025Q4: 143,349 shares; 2026Q1: 142,244 shares 142,244 $6.31M 0.42% -1,105 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: 25,185 shares; 2024Q4: 24,883 shares; 2025Q1: 24,700 shares; 2025Q2: 21,541 shares; 2025Q3: 20,914 shares; 2025Q4: 20,868 shares; 2026Q1: 20,835 shares 20,835 $6.15M 0.41% -33 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: 17,305 shares; 2024Q4: 18,655 shares; 2025Q1: 18,512 shares; 2025Q2: 18,440 shares; 2025Q3: 17,543 shares; 2025Q4: 17,597 shares; 2026Q1: 20,282 shares 20,282 $5.97M 0.4% +2,685 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: 9,988 shares; 2024Q4: 9,838 shares; 2025Q1: 9,122 shares; 2025Q2: 9,075 shares; 2025Q3: 8,983 shares; 2025Q4: 8,957 shares; 2026Q1: 8,958 shares 8,958 $5.83M 0.39% +1 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: 27,263 shares; 2024Q4: 27,263 shares; 2025Q1: 27,263 shares; 2025Q2: 27,263 shares; 2025Q3: 27,245 shares; 2025Q4: 27,245 shares; 2026Q1: 27,245 shares 27,245 $5.82M 0.39% 0 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: 18,362 shares; 2024Q4: 18,561 shares; 2025Q1: 19,352 shares; 2025Q2: 19,325 shares; 2025Q3: 19,335 shares; 2025Q4: 19,352 shares; 2026Q1: 21,901 shares 21,901 $5.43M 0.36% +2,549 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,664 shares; 2024Q4: 67,664 shares; 2025Q1: 67,664 shares; 2025Q2: 67,664 shares; 2025Q3: 67,080 shares; 2025Q4: 67,080 shares; 2026Q1: 67,080 shares 67,080 $5.05M 0.34% 0 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: 30,256 shares; 2024Q4: 31,557 shares; 2025Q1: 31,848 shares; 2025Q2: 31,502 shares; 2025Q3: 21,131 shares; 2025Q4: 22,000 shares; 2026Q1: 22,001 shares 22,001 $4.97M 0.33% +1 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: 17,710 shares; 2024Q4: 17,559 shares; 2025Q1: 15,419 shares; 2025Q2: 15,300 shares; 2025Q3: 15,271 shares; 2025Q4: 15,245 shares; 2026Q1: 15,306 shares 15,306 $4.91M 0.33% +61 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: 24,582 shares; 2024Q4: 24,274 shares; 2025Q1: 24,092 shares; 2025Q2: 23,698 shares; 2025Q3: 23,696 shares; 2025Q4: 23,798 shares; 2026Q1: 14,387 shares 14,387 $4.71M 0.31% -9,411 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: 13,943 shares; 2024Q4: 14,393 shares; 2025Q1: 14,994 shares; 2025Q2: 15,051 shares; 2025Q3: 15,051 shares; 2025Q4: 14,964 shares; 2026Q1: 14,964 shares 14,964 $4.65M 0.31% 0 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: 65,644 shares; 2024Q4: 64,471 shares; 2025Q1: 59,406 shares; 2025Q2: 59,559 shares; 2025Q3: 59,720 shares; 2025Q4: 60,257 shares; 2026Q1: 71,963 shares 71,963 $3.89M 0.26% +11,706 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: 2,186 shares; 2024Q4: 2,186 shares; 2025Q1: 2,153 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 6,142 shares; 2026Q1: 8,395 shares 8,395 $3.75M 0.25% +2,253 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: 3,431 shares; 2024Q4: 3,429 shares; 2025Q1: 3,477 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,466 shares; 2026Q1: 4,008 shares 4,008 $3.69M 0.25% +542 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,502 shares; 2024Q4: 48,502 shares; 2025Q1: 61,037 shares; 2025Q2: 66,403 shares; 2025Q3: 66,403 shares; 2025Q4: 66,403 shares; 2026Q1: 70,834 shares 70,834 $3.67M 0.24% +4,431 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: 6,428 shares; 2024Q4: 6,698 shares; 2025Q1: 6,698 shares; 2025Q2: 6,931 shares; 2025Q3: 6,934 shares; 2025Q4: 6,873 shares; 2026Q1: 7,536 shares 7,536 $3.61M 0.24% +663 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: 39,184 shares; 2024Q4: 41,242 shares; 2025Q1: 40,366 shares; 2025Q2: 38,488 shares; 2025Q3: 38,555 shares; 2025Q4: 39,065 shares; 2026Q1: 56,286 shares 56,286 $3.61M 0.24% +17,221 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.24% 0 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: 38,101 shares; 2024Q4: 38,471 shares; 2025Q1: 42,367 shares; 2025Q2: 43,914 shares; 2025Q3: 43,917 shares; 2025Q4: 43,775 shares; 2026Q1: 44,190 shares 44,190 $3.41M 0.23% +415 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,667 shares 28,667 $3.27M 0.22% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 8,089 shares; 2025Q1: 8,432 shares; 2025Q2: 8,614 shares; 2025Q3: 8,650 shares; 2025Q4: 8,883 shares; 2026Q1: 11,108 shares 11,108 $3.19M 0.21% +2,225 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: 16,548 shares; 2024Q4: 16,508 shares; 2025Q1: 16,008 shares; 2025Q2: 16,716 shares; 2025Q3: 15,686 shares; 2025Q4: 15,888 shares; 2026Q1: 16,257 shares 16,257 $3.14M 0.21% +369 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,617 shares 15,617 $3M 0.2% new 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: 4,178 shares; 2024Q4: 4,178 shares; 2025Q1: 4,178 shares; 2025Q2: 4,178 shares; 2025Q3: 4,178 shares; 2025Q4: 4,178 shares; 2026Q1: 4,178 shares 4,178 $2.96M 0.2% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,625 shares; 2024Q4: 43,111 shares; 2025Q1: 36,625 shares; 2025Q2: 36,625 shares; 2025Q3: 36,625 shares; 2025Q4: 38,858 shares; 2026Q1: 50,121 shares 50,121 $2.85M 0.19% +11,263 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: 12,490 shares; 2024Q4: 12,490 shares; 2025Q1: 11,790 shares; 2025Q2: 11,790 shares; 2025Q3: 11,790 shares; 2025Q4: 11,587 shares; 2026Q1: 11,587 shares 11,587 $2.76M 0.18% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,082 shares; 2024Q4: 323,608 shares; 2025Q1: 357,086 shares; 2025Q2: 297,459 shares; 2025Q3: 291,703 shares; 2025Q4: 219,664 shares; 2026Q1: 31,670 shares 31,670 $2.65M 0.18% -187,994 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: 161,181 shares; 2024Q4: 151,407 shares; 2025Q1: 152,358 shares; 2025Q2: 146,816 shares; 2025Q3: 21,203 shares; 2025Q4: 15,043 shares; 2026Q1: 14,941 shares 14,941 $2.58M 0.17% -102 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: 24,297 shares; 2024Q4: 24,465 shares; 2025Q1: 23,935 shares; 2025Q2: 19,113 shares; 2025Q3: 17,679 shares; 2025Q4: 19,166 shares; 2026Q1: 9,841 shares 9,841 $2.41M 0.16% -9,325 Timeline EWJ 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: 7,568 shares; 2024Q4: 7,568 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,470 shares 27,470 $2.32M 0.15% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,304 shares; 2024Q4: 11,060 shares; 2025Q1: 9,875 shares; 2025Q2: 9,313 shares; 2025Q3: 12,833 shares; 2025Q4: 12,006 shares; 2026Q1: 12,006 shares 12,006 $2.28M 0.15% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 450 shares; 2026Q1: 2,603 shares 2,603 $2.2M 0.15% +2,153 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 40,472 shares 40,472 $2.18M 0.15% +30,472 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: 7,952 shares; 2024Q4: 7,841 shares; 2025Q1: 7,776 shares; 2025Q2: 7,578 shares; 2025Q3: 6,516 shares; 2025Q4: 3,624 shares; 2026Q1: 512 shares 512 $2.16M 0.14% -3,112 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 6,261 shares; 2025Q1: 6,130 shares; 2025Q2: 6,314 shares; 2025Q3: 6,336 shares; 2025Q4: 6,464 shares; 2026Q1: 6,334 shares 6,334 $2.08M 0.14% -130 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,858 shares; 2024Q4: 21,858 shares; 2025Q1: 21,858 shares; 2025Q2: 21,858 shares; 2025Q3: 21,858 shares; 2025Q4: 21,858 shares; 2026Q1: 21,858 shares 21,858 $2.05M 0.14% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $1.95M 0.13% 0 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: 11,693 shares; 2024Q4: 11,883 shares; 2025Q1: 12,045 shares; 2025Q2: 12,191 shares; 2025Q3: 12,014 shares; 2025Q4: 12,789 shares; 2026Q1: 13,086 shares 13,086 $1.89M 0.13% +297 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: 2,081 shares; 2024Q4: 2,021 shares; 2025Q1: 5,649 shares; 2025Q2: 5,755 shares; 2025Q3: 5,272 shares; 2025Q4: 5,289 shares; 2026Q1: 5,293 shares 5,293 $1.86M 0.12% +4 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: 10,091 shares; 2024Q4: 10,091 shares; 2025Q1: 10,091 shares; 2025Q2: 11,263 shares; 2025Q3: 11,263 shares; 2025Q4: 10,008 shares; 2026Q1: 11,235 shares 11,235 $1.86M 0.12% +1,227 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: 5,563 shares; 2025Q1: 5,563 shares; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 5,563 shares; 2026Q1: 5,490 shares 5,490 $1.85M 0.12% -73 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,186 shares 11,186 $1.84M 0.12% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,685 shares 17,685 $1.77M 0.12% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,744 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares 2,835 $1.71M 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,518 shares 21,518 $1.71M 0.11% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,998 shares 27,998 $1.71M 0.11% new 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: 3,613 shares; 2024Q4: 3,611 shares; 2025Q1: 3,144 shares; 2025Q2: 3,234 shares; 2025Q3: 3,265 shares; 2025Q4: 3,305 shares; 2026Q1: 18,721 shares 18,721 $1.69M 0.11% +15,416 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: 111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 194 shares; 2025Q4: 188 shares; 2026Q1: 962 shares 962 $1.66M 0.11% +774 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: 96,319 shares; 2024Q4: 14,706 shares; 2025Q1: 14,477 shares; 2025Q2: 14,477 shares; 2025Q3: 9,787 shares; 2025Q4: 9,787 shares; 2026Q1: 27,703 shares 27,703 $1.6M 0.11% +17,916 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 17,396 shares; 2026Q1: 7,704 shares 7,704 $1.53M 0.1% -9,692 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: 7,133 shares; 2024Q4: 8,441 shares; 2025Q1: 8,241 shares; 2025Q2: 6,856 shares; 2025Q3: 6,356 shares; 2025Q4: 7,444 shares; 2026Q1: 7,326 shares 7,326 $1.52M 0.1% -118 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: 2,903 shares; 2024Q4: 6,853 shares; 2025Q1: 6,965 shares; 2025Q2: 6,980 shares; 2025Q3: 6,726 shares; 2025Q4: 6,801 shares; 2026Q1: 6,899 shares 6,899 $1.5M 0.1% +98 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: 5,906 shares; 2024Q4: 5,906 shares; 2025Q1: 5,906 shares; 2025Q2: 5,636 shares; 2025Q3: 5,589 shares; 2025Q4: 11,178 shares; 2026Q1: 11,178 shares 11,178 $1.49M 0.1% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $1.48M 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,595 shares 11,595 $1.48M 0.1% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 9,000 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares 24,500 $1.45M 0.1% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,236 shares; 2025Q3: 1,211 shares; 2025Q4: 1,286 shares; 2026Q1: 1,436 shares 1,436 $1.43M 0.1% +150 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: 50,997 shares; 2024Q4: 43,565 shares; 2025Q1: 58,269 shares; 2025Q2: 11,981 shares; 2025Q3: 10,274 shares; 2025Q4: 11,688 shares; 2026Q1: 11,787 shares 11,787 $1.42M 0.09% +99 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: 7,808 shares; 2024Q4: 7,808 shares; 2025Q1: 7,808 shares; 2025Q2: 7,808 shares; 2025Q3: 7,808 shares; 2025Q4: 3,183 shares; 2026Q1: 3,183 shares 3,183 $1.39M 0.09% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 2,296 shares; 2025Q1: 2,296 shares; 2025Q2: 2,290 shares; 2025Q3: 2,498 shares; 2025Q4: 2,290 shares; 2026Q1: 8,404 shares 8,404 $1.35M 0.09% +6,114 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,683 shares 6,683 $1.32M 0.09% new Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,822 shares 30,822 $1.31M 0.09% new 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: 1,082 shares; 2024Q4: 1,082 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,186 shares; 2025Q4: 10,829 shares; 2026Q1: 13,154 shares 13,154 $1.26M 0.08% +2,325 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,511 shares 9,511 $1.25M 0.08% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,587 shares; 2024Q4: 11,819 shares; 2025Q1: 14,356 shares; 2025Q2: 13,164 shares; 2025Q3: 13,166 shares; 2025Q4: 13,420 shares; 2026Q1: 15,468 shares 15,468 $1.21M 0.08% +2,048 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,637 shares; 2025Q2: not reported; 2025Q3: 1,677 shares; 2025Q4: 1,532 shares; 2026Q1: 9,361 shares 9,361 $1.17M 0.08% +7,829 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,717 shares 5,717 $1.16M 0.08% new 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: 10,983 shares; 2024Q4: 14,283 shares; 2025Q1: 14,338 shares; 2025Q2: 14,454 shares; 2025Q3: 14,454 shares; 2025Q4: 15,360 shares; 2026Q1: 14,868 shares 14,868 $1.15M 0.08% -492 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: not reported; 2026Q1: 2,375 shares 2,375 $1.15M 0.08% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,694 shares; 2025Q3: 3,256 shares; 2025Q4: 2,892 shares; 2026Q1: 3,414 shares 3,414 $1.12M 0.07% +522 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,506 shares; 2024Q4: 10,550 shares; 2025Q1: 13,047 shares; 2025Q2: 12,921 shares; 2025Q3: 12,954 shares; 2025Q4: 12,923 shares; 2026Q1: 17,743 shares 17,743 $1.05M 0.07% +4,820 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 11,280 shares; 2025Q3: 10,851 shares; 2025Q4: 11,295 shares; 2026Q1: 11,295 shares 11,295 $1.04M 0.07% 0 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: 1,454 shares; 2024Q4: 1,107 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 944 shares; 2025Q4: 1,117 shares; 2026Q1: 1,765 shares 1,765 $1.02M 0.07% +648 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: 2,394 shares; 2024Q4: 2,394 shares; 2025Q1: not reported; 2025Q2: 5,876 shares; 2025Q3: 29,737 shares; 2025Q4: 29,304 shares; 2026Q1: 27,220 shares 27,220 $1M 0.07% -2,084 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $981K 0.07% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares; 2026Q1: 3,234 shares 3,234 $973K 0.06% -239 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,360 shares 12,360 $973K 0.06% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to 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: 11,355 shares 11,355 $963K 0.06% new Timeline IWL 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $963K 0.06% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 10,393 shares; 2025Q1: 10,393 shares; 2025Q2: 9,411 shares; 2025Q3: 9,411 shares; 2025Q4: 9,411 shares; 2026Q1: 8,993 shares 8,993 $960K 0.06% -418 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,491 shares 8,491 $946K 0.06% new 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: 5,280 shares; 2024Q4: 5,270 shares; 2025Q1: 6,703 shares; 2025Q2: 6,603 shares; 2025Q3: 6,603 shares; 2025Q4: 5,960 shares; 2026Q1: 5,933 shares 5,933 $921K 0.06% -27 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: 2,673 shares; 2024Q4: 2,673 shares; 2025Q1: not reported; 2025Q2: 2,673 shares; 2025Q3: 2,673 shares; 2025Q4: 3,673 shares; 2026Q1: 3,673 shares 3,673 $920K 0.06% 0 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: 9,850 shares; 2024Q4: 9,850 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,325 shares; 2026Q1: 7,325 shares 7,325 $910K 0.06% 0 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: 3,416 shares; 2024Q4: 4,497 shares; 2025Q1: 3,841 shares; 2025Q2: 3,714 shares; 2025Q3: 3,714 shares; 2025Q4: 5,726 shares; 2026Q1: 4,123 shares 4,123 $887K 0.06% -1,603 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: 827 shares; 2024Q4: 806 shares; 2025Q1: 869 shares; 2025Q2: 890 shares; 2025Q3: 857 shares; 2025Q4: 930 shares; 2026Q1: 921 shares 921 $886K 0.06% -9 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: 1,929 shares; 2024Q4: 3,918 shares; 2025Q1: 3,918 shares; 2025Q2: 3,623 shares; 2025Q3: 3,813 shares; 2025Q4: 4,312 shares; 2026Q1: 5,495 shares 5,495 $839K 0.06% +1,183 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares 2,430 $834K 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,042 shares; 2025Q1: 2,196 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,353 shares; 2026Q1: 2,318 shares 2,318 $829K 0.06% -35 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,725 shares; 2026Q1: 9,322 shares 9,322 $822K 0.05% +6,597 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: 12,356 shares; 2024Q4: 12,356 shares; 2025Q1: 12,356 shares; 2025Q2: 12,356 shares; 2025Q3: 12,356 shares; 2025Q4: 12,356 shares; 2026Q1: 12,356 shares 12,356 $815K 0.05% 0 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: 5,791 shares; 2024Q4: 4,991 shares; 2025Q1: 4,991 shares; 2025Q2: 4,991 shares; 2025Q3: 4,916 shares; 2025Q4: 4,376 shares; 2026Q1: 3,720 shares 3,720 $755K 0.05% -656 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,384 shares; 2024Q4: 21,384 shares; 2025Q1: 21,384 shares; 2025Q2: 21,384 shares; 2025Q3: 21,384 shares; 2025Q4: 21,384 shares; 2026Q1: 21,384 shares 21,384 $751K 0.05% 0 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: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $744K 0.05% 0 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: 6,943 shares; 2024Q4: 6,923 shares; 2025Q1: 6,323 shares; 2025Q2: 6,649 shares; 2025Q3: 6,369 shares; 2025Q4: 5,190 shares; 2026Q1: 5,190 shares 5,190 $706K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,330 shares 1,330 $665K 0.04% +85 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,909 shares 7,909 $661K 0.04% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares 3,400 $652K 0.04% new 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: 2,644 shares; 2024Q4: 2,620 shares; 2025Q1: 3,286 shares; 2025Q2: 3,647 shares; 2025Q3: 3,529 shares; 2025Q4: 3,437 shares; 2026Q1: 3,736 shares 3,736 $634K 0.04% +299 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,328 shares; 2025Q1: 4,328 shares; 2025Q2: 4,328 shares; 2025Q3: 4,328 shares; 2025Q4: 4,328 shares; 2026Q1: 4,753 shares 4,753 $633K 0.04% +425 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $625K 0.04% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares 4,549 $616K 0.04% new 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: 4,138 shares; 2024Q4: 4,013 shares; 2025Q1: 3,713 shares; 2025Q2: 3,338 shares; 2025Q3: 2,588 shares; 2025Q4: 2,058 shares; 2026Q1: 1,973 shares 1,973 $575K 0.04% -85 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,048 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares; 2025Q4: 5,906 shares; 2026Q1: 5,906 shares 5,906 $567K 0.04% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 1,950 shares; 2026Q1: 2,850 shares 2,850 $563K 0.04% +900 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: 88,913 shares; 2024Q4: 87,593 shares; 2025Q1: 87,246 shares; 2025Q2: 85,345 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,299 shares 2,299 $550K 0.04% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,295 shares; 2025Q4: 4,000 shares; 2026Q1: 4,807 shares 4,807 $530K 0.04% +807 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $518K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,168 shares; 2026Q1: 1,230 shares 1,230 $513K 0.03% +62 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,585 shares 3,585 $496K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: 1,276 shares 1,276 $495K 0.03% -135 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: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,659 shares; 2025Q2: 2,964 shares; 2025Q3: 2,481 shares; 2025Q4: 2,781 shares; 2026Q1: 2,003 shares 2,003 $486K 0.03% -778 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: 3,651 shares; 2024Q4: 4,001 shares; 2025Q1: 4,001 shares; 2025Q2: 4,001 shares; 2025Q3: 4,001 shares; 2025Q4: 3,065 shares; 2026Q1: 5,415 shares 5,415 $485K 0.03% +2,350 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: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 7,392 shares; 2025Q4: 7,392 shares; 2026Q1: 7,392 shares 7,392 $482K 0.03% 0 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,204 shares 10,204 $479K 0.03% new 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: 3,724 shares; 2024Q4: 3,724 shares; 2025Q1: 3,776 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares; 2025Q4: 3,759 shares; 2026Q1: 3,643 shares 3,643 $478K 0.03% -116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,294 shares 2,294 $477K 0.03% new 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: 8,092 shares; 2024Q4: 8,061 shares; 2025Q1: 7,949 shares; 2025Q2: 7,987 shares; 2025Q3: 6,887 shares; 2025Q4: 6,888 shares; 2026Q1: 2,269 shares 2,269 $461K 0.03% -4,619 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: not reported; 2024Q4: 3,960 shares; 2025Q1: 4,226 shares; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: 3,601 shares; 2026Q1: 3,488 shares 3,488 $457K 0.03% -113 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,767 shares; 2024Q4: 16,271 shares; 2025Q1: 16,204 shares; 2025Q2: 15,989 shares; 2025Q3: 15,989 shares; 2025Q4: 15,940 shares; 2026Q1: 17,479 shares 17,479 $453K 0.03% +1,539 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: 5,050 shares; 2024Q4: 5,000 shares; 2025Q1: 4,490 shares; 2025Q2: 4,090 shares; 2025Q3: 2,815 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $451K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: not reported; 2025Q1: 442 shares; 2025Q2: 438 shares; 2025Q3: 365 shares; 2025Q4: 385 shares; 2026Q1: 334 shares 334 $441K 0.03% -51 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: 2,966 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,836 shares; 2026Q1: 2,836 shares 2,836 $441K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,289 shares 6,289 $439K 0.03% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,561 shares; 2026Q1: 2,528 shares 2,528 $434K 0.03% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,463 shares 4,463 $431K 0.03% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,771 shares; 2025Q4: 1,771 shares; 2026Q1: 2,083 shares 2,083 $421K 0.03% +312 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $408K 0.03% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: 1,529 shares; 2025Q2: 6,116 shares; 2025Q3: 6,116 shares; 2025Q4: 6,116 shares; 2026Q1: 6,039 shares 6,039 $405K 0.03% -77 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: 1,048 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 755 shares; 2026Q1: 713 shares 713 $401K 0.03% -42 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,961 shares; 2025Q1: 1,961 shares; 2025Q2: 1,961 shares; 2025Q3: 1,961 shares; 2025Q4: 1,961 shares; 2026Q1: 1,961 shares 1,961 $395K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 1,229 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 2,190 shares; 2026Q1: 888 shares 888 $379K 0.03% -1,302 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: 3,125 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $370K 0.02% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,800 shares 7,800 $367K 0.02% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,957 shares; 2026Q1: 4,796 shares 4,796 $365K 0.02% -161 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,323 shares; 2025Q3: 3,323 shares; 2025Q4: 2,562 shares; 2026Q1: 2,562 shares 2,562 $365K 0.02% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,641 shares 1,641 $357K 0.02% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $354K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,522 shares; 2025Q1: 2,818 shares; 2025Q2: 2,499 shares; 2025Q3: 2,836 shares; 2025Q4: 2,514 shares; 2026Q1: 2,177 shares 2,177 $348K 0.02% -337 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: 1,577 shares; 2024Q4: 1,577 shares; 2025Q1: 1,139 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 944 shares 944 $337K 0.02% -134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,674 shares 2,674 $332K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $323K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350 $313K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,125 shares 4,125 $307K 0.02% new Timeline EVEX EVE HLDG INC More: the full row for EVE HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 12,500 shares; 2025Q3: 19,500 shares; 2025Q4: 120,500 shares; 2026Q1: 120,500 shares 120,500 $299K 0.02% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,644 shares; 2025Q1: 4,644 shares; 2025Q2: 4,644 shares; 2025Q3: 4,644 shares; 2025Q4: 4,644 shares; 2026Q1: 4,500 shares 4,500 $298K 0.02% -144 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: 1,558 shares; 2024Q4: 1,543 shares; 2025Q1: 2,146 shares; 2025Q2: 2,374 shares; 2025Q3: 1,894 shares; 2025Q4: 2,752 shares; 2026Q1: 2,487 shares 2,487 $294K 0.02% -265 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $288K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $284K 0.02% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,939 shares; 2024Q4: 27,984 shares; 2025Q1: 33,038 shares; 2025Q2: 35,387 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 751 shares 751 $284K 0.02% -171 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 6,313 shares; 2025Q1: 6,313 shares; 2025Q2: 6,313 shares; 2025Q3: 6,313 shares; 2025Q4: 6,313 shares; 2026Q1: 6,313 shares 6,313 $283K 0.02% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,097 shares; 2025Q1: 2,097 shares; 2025Q2: 2,097 shares; 2025Q3: not reported; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares 2,097 $279K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 2,176 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares 1,299 $269K 0.02% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: not reported; 2025Q4: 1,196 shares; 2026Q1: 1,696 shares 1,696 $268K 0.02% +500 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,988 shares; 2025Q1: 4,509 shares; 2025Q2: 4,509 shares; 2025Q3: 4,382 shares; 2025Q4: not reported; 2026Q1: 2,026 shares 2,026 $267K 0.02% new Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,114 shares; 2025Q3: 3,114 shares; 2025Q4: 3,114 shares; 2026Q1: 3,114 shares 3,114 $267K 0.02% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares 1,825 $265K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450 $265K 0.02% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,440 shares 5,440 $263K 0.02% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,438 shares; 2024Q4: 11,438 shares; 2025Q1: 11,438 shares; 2025Q2: 11,592 shares; 2025Q3: 11,592 shares; 2025Q4: 15,608 shares; 2026Q1: 12,073 shares 12,073 $262K 0.02% -3,535 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 975 shares 975 $259K 0.02% -29 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,422 shares 4,422 $251K 0.02% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 4,683 shares; 2025Q4: 4,683 shares; 2026Q1: 4,587 shares 4,587 $245K 0.02% -96 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,774 shares; 2025Q2: 1,716 shares; 2025Q3: 1,979 shares; 2025Q4: 1,687 shares; 2026Q1: 2,950 shares 2,950 $244K 0.02% +1,263 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares 3,400 $239K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,075 shares; 2025Q1: 9,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,423 shares 8,423 $237K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,850 shares 2,850 $235K 0.02% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,985 shares; 2025Q1: not reported; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 3,407 shares; 2026Q1: 3,385 shares 3,385 $235K 0.02% -22 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $229K 0.02% 0 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,267 shares 1,267 $228K 0.02% -33 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: 1,295 shares; 2024Q4: 1,285 shares; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,260 shares 1,260 $227K 0.02% -125 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: 4,893 shares; 2024Q4: 5,059 shares; 2025Q1: 37,034 shares; 2025Q2: 54,070 shares; 2025Q3: 19,686 shares; 2025Q4: 19,686 shares; 2026Q1: 3,689 shares 3,689 $224K 0.01% -15,997 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,258 shares 3,258 $223K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $219K 0.01% 0 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: 1,105 shares 1,105 $218K 0.01% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $217K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 553 shares 553 $217K 0.01% new Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,965 shares 5,965 $213K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares 778 $212K 0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: not reported; 2025Q4: 2,892 shares; 2026Q1: 2,892 shares 2,892 $207K 0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,407 shares 4,407 $204K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $203K 0.01% new Timeline ADSE ADS TEC ENERGY PLC More: the full row for ADS TEC ENERGY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $172K 0.01% 0 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $146K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,506 shares 10,506 $142K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,881 shares; 2025Q1: 14,881 shares; 2025Q2: 13,754 shares; 2025Q3: not reported; 2025Q4: 11,001 shares; 2026Q1: 11,001 shares 11,001 $110K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 16,186 shares 16,186 $81.4K 0.01% new Timeline