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: not loaded; 2024Q4: 27,795 shares; 2025Q1: 27,362 shares; 2025Q2: 28,553 shares; 2025Q3: 28,398 shares; 2025Q4: 28,803 shares; 2026Q1: 29,932 shares 29,932 $7.6M 5.65% +1,129 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: not loaded; 2024Q4: 30,773 shares; 2025Q1: 31,573 shares; 2025Q2: 32,222 shares; 2025Q3: 32,053 shares; 2025Q4: 31,510 shares; 2026Q1: 32,195 shares 32,195 $5.61M 4.18% +685 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,050 shares; 2025Q1: 26,769 shares; 2025Q2: 157,253 shares; 2025Q3: 102,631 shares; 2025Q4: 105,166 shares; 2026Q1: 108,329 shares 108,329 $4.27M 3.18% +3,163 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: not loaded; 2024Q4: 10,331 shares; 2025Q1: 10,471 shares; 2025Q2: 10,454 shares; 2025Q3: 10,757 shares; 2025Q4: 10,894 shares; 2026Q1: 11,228 shares 11,228 $4.16M 3.09% +334 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,083 shares; 2025Q3: 65,756 shares; 2025Q4: 67,532 shares; 2026Q1: 68,317 shares 68,317 $3.86M 2.87% +785 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: not loaded; 2024Q4: 12,304 shares; 2025Q1: 12,504 shares; 2025Q2: 12,979 shares; 2025Q3: 17,659 shares; 2025Q4: 17,868 shares; 2026Q1: 18,444 shares 18,444 $3.84M 2.86% +576 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 loaded; 2024Q4: 30,357 shares; 2025Q1: 30,619 shares; 2025Q2: 32,057 shares; 2025Q3: 31,537 shares; 2025Q4: 31,725 shares; 2026Q1: 32,702 shares 32,702 $2.6M 1.94% +977 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: not loaded; 2024Q4: 20,281 shares; 2025Q1: 20,244 shares; 2025Q2: 21,773 shares; 2025Q3: 22,034 shares; 2025Q4: 21,910 shares; 2026Q1: 22,276 shares 22,276 $2.53M 1.88% +366 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: not loaded; 2024Q4: 8,521 shares; 2025Q1: 8,745 shares; 2025Q2: 8,886 shares; 2025Q3: 8,984 shares; 2025Q4: 9,203 shares; 2026Q1: 9,710 shares 9,710 $2.37M 1.76% +507 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: not loaded; 2024Q4: 6,869 shares; 2025Q1: 7,147 shares; 2025Q2: 7,461 shares; 2025Q3: 7,448 shares; 2025Q4: 7,671 shares; 2026Q1: 7,604 shares 7,604 $2.35M 1.75% -67 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: not loaded; 2024Q4: 8,364 shares; 2025Q1: 7,900 shares; 2025Q2: 7,731 shares; 2025Q3: 7,690 shares; 2025Q4: 7,933 shares; 2026Q1: 8,088 shares 8,088 $2.33M 1.73% +155 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191,316 shares; 2025Q3: 73,249 shares; 2025Q4: 76,051 shares; 2026Q1: 78,138 shares 78,138 $1.94M 1.44% +2,087 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,174 shares; 2025Q1: 40,950 shares; 2025Q2: 42,235 shares; 2025Q3: 42,270 shares; 2025Q4: 43,032 shares; 2026Q1: 43,246 shares 43,246 $1.76M 1.31% +214 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: not loaded; 2024Q4: 1,951 shares; 2025Q1: 2,111 shares; 2025Q2: 2,279 shares; 2025Q3: 2,673 shares; 2025Q4: 2,674 shares; 2026Q1: 2,880 shares 2,880 $1.65M 1.23% +206 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,686 shares; 2025Q1: 1,888 shares; 2025Q2: 3,285 shares; 2025Q3: 5,258 shares; 2025Q4: 5,257 shares; 2026Q1: 5,169 shares 5,169 $1.64M 1.22% -88 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,791 shares; 2025Q1: 20,775 shares; 2025Q2: not reported; 2025Q3: 26,552 shares; 2025Q4: 26,819 shares; 2026Q1: 26,984 shares 26,984 $1.57M 1.17% +165 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: not loaded; 2024Q4: 2,504 shares; 2025Q1: 2,396 shares; 2025Q2: not reported; 2025Q3: 2,301 shares; 2025Q4: 2,318 shares; 2026Q1: 2,311 shares 2,311 $1.51M 1.12% -7 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,688 shares; 2025Q3: 54,532 shares; 2025Q4: 55,590 shares; 2026Q1: 56,587 shares 56,587 $1.48M 1.1% +997 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: not loaded; 2024Q4: 3,227 shares; 2025Q1: 3,483 shares; 2025Q2: 1,218 shares; 2025Q3: 7,135 shares; 2025Q4: 7,109 shares; 2026Q1: 6,855 shares 6,855 $1.45M 1.08% -254 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 loaded; 2024Q4: 2,447 shares; 2025Q1: 3,308 shares; 2025Q2: 4,767 shares; 2025Q3: 4,867 shares; 2025Q4: 4,945 shares; 2026Q1: 4,265 shares 4,265 $1.44M 1.07% -680 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 loaded; 2024Q4: 6,707 shares; 2025Q1: 6,828 shares; 2025Q2: not reported; 2025Q3: 7,674 shares; 2025Q4: 7,695 shares; 2026Q1: 7,285 shares 7,285 $1.4M 1.04% -410 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: not loaded; 2024Q4: 4,709 shares; 2025Q1: 5,327 shares; 2025Q2: 5,277 shares; 2025Q3: 5,389 shares; 2025Q4: 5,712 shares; 2026Q1: 8,698 shares 8,698 $1.37M 1.02% +2,986 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,091 shares; 2025Q1: 19,035 shares; 2025Q2: 11,694 shares; 2025Q3: 19,062 shares; 2025Q4: 19,078 shares; 2026Q1: 18,251 shares 18,251 $1.36M 1.01% -827 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: not loaded; 2024Q4: 4,438 shares; 2025Q1: 4,619 shares; 2025Q2: 4,736 shares; 2025Q3: 4,207 shares; 2025Q4: 4,290 shares; 2026Q1: 3,905 shares 3,905 $1.35M 1% -385 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,453 shares; 2025Q1: 8,389 shares; 2025Q2: 8,337 shares; 2025Q3: 7,709 shares; 2025Q4: 7,843 shares; 2026Q1: 6,218 shares 6,218 $1.31M 0.98% -1,625 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: not loaded; 2024Q4: 11,278 shares; 2025Q1: 15,982 shares; 2025Q2: 17,537 shares; 2025Q3: 17,881 shares; 2025Q4: 17,790 shares; 2026Q1: 18,231 shares 18,231 $1.31M 0.97% +441 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 loaded; 2024Q4: 16,343 shares; 2025Q1: 17,427 shares; 2025Q2: 9,962 shares; 2025Q3: 16,573 shares; 2025Q4: 16,999 shares; 2026Q1: 18,173 shares 18,173 $1.28M 0.95% +1,174 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 loaded; 2024Q4: 3,985 shares; 2025Q1: 4,689 shares; 2025Q2: 9,902 shares; 2025Q3: 15,880 shares; 2025Q4: 17,916 shares; 2026Q1: 18,098 shares 18,098 $1.26M 0.94% +182 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,233 shares; 2025Q4: 4,092 shares; 2026Q1: 4,359 shares 4,359 $1.25M 0.93% +267 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: not loaded; 2024Q4: 2,591 shares; 2025Q1: 2,468 shares; 2025Q2: 2,552 shares; 2025Q3: 2,521 shares; 2025Q4: 2,539 shares; 2026Q1: 2,578 shares 2,578 $1.24M 0.92% +39 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: not loaded; 2024Q4: 3,918 shares; 2025Q1: 3,894 shares; 2025Q2: 3,957 shares; 2025Q3: 3,957 shares; 2025Q4: 3,948 shares; 2026Q1: 3,843 shares 3,843 $1.13M 0.84% -105 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: not loaded; 2024Q4: 12,996 shares; 2025Q1: 13,321 shares; 2025Q2: 13,835 shares; 2025Q3: 14,765 shares; 2025Q4: 15,173 shares; 2026Q1: 11,868 shares 11,868 $1.1M 0.82% -3,305 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 loaded; 2024Q4: 6,222 shares; 2025Q1: 5,800 shares; 2025Q2: not reported; 2025Q3: 3,353 shares; 2025Q4: 3,323 shares; 2026Q1: 3,226 shares 3,226 $1.09M 0.81% -97 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 loaded; 2024Q4: 1,251 shares; 2025Q1: 1,048 shares; 2025Q2: 907 shares; 2025Q3: 841 shares; 2025Q4: 847 shares; 2026Q1: 1,250 shares 1,250 $1.08M 0.81% +403 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 loaded; 2024Q4: 597 shares; 2025Q1: 607 shares; 2025Q2: 127 shares; 2025Q3: 541 shares; 2025Q4: 537 shares; 2026Q1: 548 shares 548 $1.03M 0.77% +11 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,936 shares; 2025Q1: 28,516 shares; 2025Q2: 30,217 shares; 2025Q3: 29,914 shares; 2025Q4: 31,649 shares; 2026Q1: 32,157 shares 32,157 $1M 0.75% +508 Timeline DGRW 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 loaded; 2024Q4: 11,756 shares; 2025Q1: 12,079 shares; 2025Q2: 12,124 shares; 2025Q3: 12,085 shares; 2025Q4: 12,040 shares; 2026Q1: 11,063 shares 11,063 $972K 0.72% -977 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: not loaded; 2024Q4: 4,751 shares; 2025Q1: 4,810 shares; 2025Q2: 4,737 shares; 2025Q3: 4,253 shares; 2025Q4: 4,269 shares; 2026Q1: 3,208 shares 3,208 $970K 0.72% -1,061 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: not loaded; 2024Q4: 24,624 shares; 2025Q1: 30,214 shares; 2025Q2: 8,083 shares; 2025Q3: 36,523 shares; 2025Q4: 37,520 shares; 2026Q1: 20,627 shares 20,627 $969K 0.72% -16,893 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,826 shares; 2025Q1: 14,886 shares; 2025Q2: 15,389 shares; 2025Q3: 14,936 shares; 2025Q4: 15,175 shares; 2026Q1: 14,136 shares 14,136 $955K 0.71% -1,039 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,641 shares; 2025Q4: 4,499 shares; 2026Q1: 6,071 shares 6,071 $955K 0.71% +1,572 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: not loaded; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 1,320 shares 1,320 $935K 0.7% +415 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,489 shares; 2025Q1: 10,439 shares; 2025Q2: 10,418 shares; 2025Q3: 10,392 shares; 2025Q4: 10,782 shares; 2026Q1: 17,973 shares 17,973 $933K 0.69% +7,191 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: not loaded; 2024Q4: 10,201 shares; 2025Q1: 10,883 shares; 2025Q2: 9,080 shares; 2025Q3: 10,229 shares; 2025Q4: 10,455 shares; 2026Q1: 10,642 shares 10,642 $922K 0.69% +187 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,262 shares; 2026Q1: 3,296 shares 3,296 $902K 0.67% +2,034 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: not loaded; 2024Q4: 14,233 shares; 2025Q1: 14,746 shares; 2025Q2: 14,508 shares; 2025Q3: 14,391 shares; 2025Q4: 14,605 shares; 2026Q1: 11,558 shares 11,558 $897K 0.67% -3,047 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,093 shares; 2025Q2: 5,547 shares; 2025Q3: 5,384 shares; 2025Q4: 5,680 shares; 2026Q1: 7,461 shares 7,461 $886K 0.66% +1,781 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: not loaded; 2024Q4: 7,429 shares; 2025Q1: 6,930 shares; 2025Q2: 5,668 shares; 2025Q3: 5,362 shares; 2025Q4: 5,449 shares; 2026Q1: 4,333 shares 4,333 $836K 0.62% -1,116 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: not loaded; 2024Q4: 3,370 shares; 2025Q1: 2,814 shares; 2025Q2: 2,871 shares; 2025Q3: 2,919 shares; 2025Q4: 2,970 shares; 2026Q1: 2,941 shares 2,941 $835K 0.62% -29 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 loaded; 2024Q4: 18,878 shares; 2025Q1: 17,751 shares; 2025Q2: 17,067 shares; 2025Q3: 13,648 shares; 2025Q4: 13,985 shares; 2026Q1: 14,081 shares 14,081 $823K 0.61% +96 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: not loaded; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 815 shares 815 $812K 0.6% -50 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: not loaded; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,353 shares; 2025Q3: 1,365 shares; 2025Q4: 1,293 shares; 2026Q1: 2,402 shares 2,402 $790K 0.59% +1,109 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 loaded; 2024Q4: 1,077 shares; 2025Q1: 1,074 shares; 2025Q2: 1,103 shares; 2025Q3: 1,089 shares; 2025Q4: 11,278 shares; 2026Q1: 8,109 shares 8,109 $780K 0.58% -3,169 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: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,263 shares; 2025Q2: 1,022 shares; 2025Q3: 1,023 shares; 2025Q4: 1,007 shares; 2026Q1: 835 shares 835 $768K 0.57% -172 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,649 shares 3,649 $708K 0.53% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,416 shares; 2025Q1: 46,007 shares; 2025Q2: 42,424 shares; 2025Q3: 15,742 shares; 2025Q4: 15,561 shares; 2026Q1: 15,091 shares 15,091 $697K 0.52% -470 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: not loaded; 2024Q4: 4,478 shares; 2025Q1: 4,480 shares; 2025Q2: 4,800 shares; 2025Q3: 4,874 shares; 2025Q4: 4,874 shares; 2026Q1: 5,583 shares 5,583 $694K 0.52% +709 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,423 shares; 2025Q2: not reported; 2025Q3: 23,058 shares; 2025Q4: 22,917 shares; 2026Q1: 29,132 shares 29,132 $694K 0.52% +6,215 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,306 shares; 2025Q4: not reported; 2026Q1: 3,256 shares 3,256 $674K 0.5% new 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: not loaded; 2024Q4: 7,176 shares; 2025Q1: 7,176 shares; 2025Q2: 7,176 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares; 2026Q1: 7,176 shares 7,176 $667K 0.5% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,523 shares 5,523 $664K 0.49% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,310 shares 3,310 $653K 0.49% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,362 shares; 2025Q1: 7,386 shares; 2025Q2: 5,689 shares; 2025Q3: 6,794 shares; 2025Q4: 6,900 shares; 2026Q1: 6,919 shares 6,919 $648K 0.48% +19 Timeline TLH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,530 shares; 2025Q3: 6,396 shares; 2025Q4: 6,391 shares; 2026Q1: 6,423 shares 6,423 $647K 0.48% +32 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,015 shares; 2025Q3: 12,917 shares; 2025Q4: 12,886 shares; 2026Q1: 15,677 shares 15,677 $644K 0.48% +2,791 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,314 shares; 2025Q1: 10,168 shares; 2025Q2: 10,396 shares; 2025Q3: 10,769 shares; 2025Q4: 11,394 shares; 2026Q1: 13,590 shares 13,590 $638K 0.47% +2,196 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,388 shares; 2025Q4: 19,440 shares; 2026Q1: 19,285 shares 19,285 $635K 0.47% -155 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,951 shares; 2025Q1: 13,122 shares; 2025Q2: 13,246 shares; 2025Q3: 13,373 shares; 2025Q4: 13,290 shares; 2026Q1: 13,066 shares 13,066 $630K 0.47% -224 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,564 shares; 2025Q1: not reported; 2025Q2: 6,631 shares; 2025Q3: 6,609 shares; 2025Q4: 10,734 shares; 2026Q1: 12,438 shares 12,438 $627K 0.47% +1,704 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: not loaded; 2024Q4: 17,744 shares; 2025Q1: 23,107 shares; 2025Q2: 19,098 shares; 2025Q3: 22,404 shares; 2025Q4: 18,505 shares; 2026Q1: 21,703 shares 21,703 $623K 0.46% +3,198 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares 2,250 $609K 0.45% new 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: not loaded; 2024Q4: 24,140 shares; 2025Q1: 22,988 shares; 2025Q2: 21,836 shares; 2025Q3: 22,148 shares; 2025Q4: 22,236 shares; 2026Q1: 19,784 shares 19,784 $607K 0.45% -2,452 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,567 shares; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: 3,366 shares; 2026Q1: 5,535 shares 5,535 $592K 0.44% +2,169 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: not loaded; 2024Q4: 2,482 shares; 2025Q1: 2,484 shares; 2025Q2: 2,485 shares; 2025Q3: 2,487 shares; 2025Q4: 2,778 shares; 2026Q1: 3,757 shares 3,757 $583K 0.43% +979 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,993 shares; 2025Q3: 15,731 shares; 2025Q4: 15,861 shares; 2026Q1: 16,037 shares 16,037 $581K 0.43% +176 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,909 shares 3,909 $572K 0.43% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 948 shares; 2026Q1: 943 shares 943 $570K 0.42% -5 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 loaded; 2024Q4: 19,591 shares; 2025Q1: 14,721 shares; 2025Q2: 8,987 shares; 2025Q3: 9,470 shares; 2025Q4: 9,530 shares; 2026Q1: 7,573 shares 7,573 $564K 0.42% -1,957 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,157 shares; 2025Q2: 20,252 shares; 2025Q3: 20,788 shares; 2025Q4: 13,986 shares; 2026Q1: 11,837 shares 11,837 $563K 0.42% -2,149 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,440 shares; 2025Q4: 8,542 shares; 2026Q1: 10,414 shares 10,414 $539K 0.4% +1,872 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 9,082 shares; 2025Q4: 9,764 shares; 2026Q1: 11,008 shares 11,008 $539K 0.4% +1,244 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,538 shares; 2025Q1: 13,071 shares; 2025Q2: 9,748 shares; 2025Q3: 6,997 shares; 2025Q4: 7,160 shares; 2026Q1: 7,040 shares 7,040 $530K 0.39% -120 Timeline ILCG 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 loaded; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $516K 0.38% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,148 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,133 shares 4,133 $500K 0.37% new 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: not loaded; 2024Q4: 16,949 shares; 2025Q1: 16,411 shares; 2025Q2: 16,088 shares; 2025Q3: 16,350 shares; 2025Q4: 15,649 shares; 2026Q1: 9,862 shares 9,862 $495K 0.37% -5,787 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: not loaded; 2024Q4: not reported; 2025Q1: 4,381 shares; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,054 shares; 2026Q1: 5,101 shares 5,101 $492K 0.37% +3,047 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 loaded; 2024Q4: 3,135 shares; 2025Q1: 4,006 shares; 2025Q2: 3,989 shares; 2025Q3: 3,904 shares; 2025Q4: 3,723 shares; 2026Q1: 2,406 shares 2,406 $491K 0.37% -1,317 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,008 shares; 2025Q1: 20,225 shares; 2025Q2: 7,066 shares; 2025Q3: 7,423 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $469K 0.35% 0 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,380 shares; 2025Q4: 12,857 shares; 2026Q1: 14,577 shares 14,577 $449K 0.33% +1,720 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 977 shares; 2026Q1: 1,108 shares 1,108 $441K 0.33% +131 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: not loaded; 2024Q4: 1,514 shares; 2025Q1: 1,550 shares; 2025Q2: 1,365 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,503 shares 1,503 $440K 0.33% new 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: not loaded; 2024Q4: 796 shares; 2025Q1: 1,171 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,510 shares 1,510 $439K 0.33% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,876 shares 2,876 $434K 0.32% new 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 loaded; 2024Q4: 6,242 shares; 2025Q1: 3,980 shares; 2025Q2: 3,944 shares; 2025Q3: 3,964 shares; 2025Q4: 4,041 shares; 2026Q1: 2,768 shares 2,768 $430K 0.32% -1,273 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,543 shares 13,543 $426K 0.32% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,653 shares; 2025Q2: not reported; 2025Q3: 18,932 shares; 2025Q4: 13,956 shares; 2026Q1: 18,907 shares 18,907 $425K 0.32% +4,951 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,026 shares; 2025Q4: 830 shares; 2026Q1: 2,295 shares 2,295 $419K 0.31% +1,465 Timeline MTUM 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 loaded; 2024Q4: 2,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,712 shares; 2025Q4: 1,718 shares; 2026Q1: 1,719 shares 1,719 $413K 0.31% +1 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: not loaded; 2024Q4: 1,809 shares; 2025Q1: 1,800 shares; 2025Q2: 1,802 shares; 2025Q3: 1,804 shares; 2025Q4: 1,805 shares; 2026Q1: 1,688 shares 1,688 $412K 0.31% -117 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: not loaded; 2024Q4: 1,890 shares; 2025Q1: 1,579 shares; 2025Q2: 1,575 shares; 2025Q3: 1,822 shares; 2025Q4: 3,618 shares; 2026Q1: 3,092 shares 3,092 $411K 0.31% -526 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: not loaded; 2024Q4: 2,537 shares; 2025Q1: 2,540 shares; 2025Q2: 2,465 shares; 2025Q3: 2,467 shares; 2025Q4: 2,469 shares; 2026Q1: 2,408 shares 2,408 $408K 0.3% -61 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,440 shares; 2025Q1: 6,397 shares; 2025Q2: 4,600 shares; 2025Q3: 2,936 shares; 2025Q4: 3,005 shares; 2026Q1: 3,077 shares 3,077 $403K 0.3% +72 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: not loaded; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,854 shares 1,854 $402K 0.3% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,450 shares; 2025Q1: 7,982 shares; 2025Q2: not reported; 2025Q3: 12,100 shares; 2025Q4: 9,931 shares; 2026Q1: 14,984 shares 14,984 $395K 0.29% +5,053 Timeline IGEB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,411 shares; 2025Q4: 7,745 shares; 2026Q1: 8,691 shares 8,691 $392K 0.29% +946 Timeline PKW 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 loaded; 2024Q4: 3,115 shares; 2025Q1: 3,118 shares; 2025Q2: 3,065 shares; 2025Q3: 3,057 shares; 2025Q4: 2,961 shares; 2026Q1: 2,953 shares 2,953 $388K 0.29% -8 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,156 shares; 2025Q1: 7,960 shares; 2025Q2: 8,128 shares; 2025Q3: 7,858 shares; 2025Q4: 8,045 shares; 2026Q1: 8,226 shares 8,226 $382K 0.28% +181 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: not loaded; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,469 shares; 2025Q3: 2,592 shares; 2025Q4: 2,501 shares; 2026Q1: 2,589 shares 2,589 $381K 0.28% +88 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,258 shares; 2025Q2: not reported; 2025Q3: 2,326 shares; 2025Q4: 2,498 shares; 2026Q1: 3,628 shares 3,628 $364K 0.27% +1,130 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,037 shares; 2025Q1: 10,131 shares; 2025Q2: 10,138 shares; 2025Q3: 10,028 shares; 2025Q4: 10,158 shares; 2026Q1: 7,371 shares 7,371 $361K 0.27% -2,787 Timeline IAGG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,001 shares; 2025Q3: 7,041 shares; 2025Q4: 7,115 shares; 2026Q1: 7,206 shares 7,206 $361K 0.27% +91 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,546 shares 1,546 $356K 0.27% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,663 shares 1,663 $355K 0.26% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,979 shares 2,979 $352K 0.26% new 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 loaded; 2024Q4: 4,063 shares; 2025Q1: 5,054 shares; 2025Q2: 3,655 shares; 2025Q3: 3,665 shares; 2025Q4: 3,774 shares; 2026Q1: 5,110 shares 5,110 $349K 0.26% +1,336 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 637 shares; 2025Q1: 578 shares; 2025Q2: 553 shares; 2025Q3: 466 shares; 2025Q4: 481 shares; 2026Q1: 264 shares 264 $349K 0.26% -217 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: not loaded; 2024Q4: 1,175 shares; 2025Q1: 2,798 shares; 2025Q2: 1,425 shares; 2025Q3: 2,473 shares; 2025Q4: 2,216 shares; 2026Q1: 1,513 shares 1,513 $342K 0.25% -703 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: not loaded; 2024Q4: not reported; 2025Q1: 4,811 shares; 2025Q2: 4,569 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,013 shares 6,013 $332K 0.25% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,652 shares 1,652 $329K 0.24% new 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: not loaded; 2024Q4: 633 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 662 shares 662 $325K 0.24% +183 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,620 shares 2,620 $322K 0.24% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,196 shares; 2025Q1: 4,872 shares; 2025Q2: 3,380 shares; 2025Q3: 3,324 shares; 2025Q4: 3,340 shares; 2026Q1: 3,358 shares 3,358 $319K 0.24% +18 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,441 shares; 2025Q1: 2,776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,357 shares 4,357 $316K 0.24% 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 loaded; 2024Q4: 14,992 shares; 2025Q1: 11,096 shares; 2025Q2: 11,065 shares; 2025Q3: 20,219 shares; 2025Q4: 20,355 shares; 2026Q1: 11,046 shares 11,046 $310K 0.23% -9,309 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: not reported; 2026Q1: 1,886 shares 1,886 $308K 0.23% new 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: not loaded; 2024Q4: 1,537 shares; 2025Q1: 1,539 shares; 2025Q2: 1,540 shares; 2025Q3: 1,542 shares; 2025Q4: 1,473 shares; 2026Q1: 1,475 shares 1,475 $307K 0.23% +2 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: not loaded; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $304K 0.23% 0 Timeline EMLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,804 shares; 2026Q1: 12,064 shares 12,064 $303K 0.23% +1,260 Timeline EUHY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,766 shares 5,766 $303K 0.23% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $302K 0.22% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares 842 $300K 0.22% new Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,415 shares; 2026Q1: 9,143 shares 9,143 $299K 0.22% +2,728 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: not loaded; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,407 shares 1,407 $286K 0.21% -331 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,233 shares; 2025Q4: 3,296 shares; 2026Q1: 3,468 shares 3,468 $284K 0.21% +172 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,085 shares 2,085 $283K 0.21% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares 1,157 $281K 0.21% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,683 shares 1,683 $279K 0.21% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 212 shares; 2025Q2: 244 shares; 2025Q3: 216 shares; 2025Q4: 219 shares; 2026Q1: 239 shares 239 $277K 0.21% +20 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,701 shares 1,701 $273K 0.2% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,379 shares 7,379 $266K 0.2% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,815 shares; 2025Q1: 1,819 shares; 2025Q2: 1,781 shares; 2025Q3: 1,859 shares; 2025Q4: 1,865 shares; 2026Q1: 1,869 shares 1,869 $264K 0.2% +4 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 loaded; 2024Q4: 1,183 shares; 2025Q1: 761 shares; 2025Q2: 779 shares; 2025Q3: 789 shares; 2025Q4: 814 shares; 2026Q1: 594 shares 594 $257K 0.19% -220 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: not loaded; 2024Q4: 1,862 shares; 2025Q1: 1,863 shares; 2025Q2: 1,923 shares; 2025Q3: 1,898 shares; 2025Q4: 1,899 shares; 2026Q1: 1,778 shares 1,778 $257K 0.19% -121 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: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 3,363 shares; 2025Q3: 3,756 shares; 2025Q4: 3,710 shares; 2026Q1: 3,376 shares 3,376 $257K 0.19% -334 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,103 shares; 2025Q4: 4,179 shares; 2026Q1: 3,447 shares 3,447 $252K 0.19% -732 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: not loaded; 2024Q4: 4,961 shares; 2025Q1: 3,395 shares; 2025Q2: 3,393 shares; 2025Q3: 3,429 shares; 2025Q4: 3,499 shares; 2026Q1: 1,910 shares 1,910 $250K 0.19% -1,589 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: not loaded; 2024Q4: not reported; 2025Q1: 751 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $249K 0.19% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,704 shares; 2025Q4: 9,916 shares; 2026Q1: 9,916 shares 9,916 $241K 0.18% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,955 shares 1,955 $232K 0.17% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,866 shares 3,866 $232K 0.17% new 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 loaded; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 988 shares 988 $227K 0.17% -157 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $224K 0.17% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $211K 0.16% 0 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: not loaded; 2024Q4: 994 shares; 2025Q1: 1,474 shares; 2025Q2: 1,460 shares; 2025Q3: 1,368 shares; 2025Q4: 1,450 shares; 2026Q1: 750 shares 750 $208K 0.16% -700 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,831 shares; 2025Q1: 8,159 shares; 2025Q2: 8,244 shares; 2025Q3: 4,756 shares; 2025Q4: 4,832 shares; 2026Q1: 3,517 shares 3,517 $205K 0.15% -1,315 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 loaded; 2024Q4: 781 shares; 2025Q1: 668 shares; 2025Q2: 613 shares; 2025Q3: 337 shares; 2025Q4: 344 shares; 2026Q1: 238 shares 238 $201K 0.15% -106 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,580 shares; 2025Q3: 5,336 shares; 2025Q4: 5,336 shares; 2026Q1: 4,880 shares 4,880 $200K 0.15% -456 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,827 shares; 2025Q1: 29,997 shares; 2025Q2: not reported; 2025Q3: 18,164 shares; 2025Q4: 13,420 shares; 2026Q1: 17,315 shares 17,315 $190K 0.14% +3,895 Timeline