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: restricted; 2024Q4: 404,041 shares; 2025Q1: 401,625 shares; 2025Q2: 394,491 shares; 2025Q3: 388,900 shares; 2025Q4: 378,060 shares; 2026Q1: 352,224 shares 352,224 $89.4M 6.49% -25,836 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: restricted; 2024Q4: 365,066 shares; 2025Q1: 365,321 shares; 2025Q2: 357,736 shares; 2025Q3: 352,495 shares; 2025Q4: 346,058 shares; 2026Q1: 293,650 shares 293,650 $84.4M 6.13% -52,408 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 755,387 shares; 2025Q1: 1,352,137 shares; 2025Q2: 1,343,741 shares; 2025Q3: 1,402,872 shares; 2025Q4: 1,456,617 shares; 2026Q1: 1,469,232 shares 1,469,232 $79M 5.74% +12,615 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: restricted; 2024Q4: 493,413 shares; 2025Q1: 479,269 shares; 2025Q2: 447,984 shares; 2025Q3: 437,790 shares; 2025Q4: 476,882 shares; 2026Q1: 450,267 shares 450,267 $78.5M 5.7% -26,615 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: restricted; 2024Q4: 351,215 shares; 2025Q1: 352,752 shares; 2025Q2: 343,956 shares; 2025Q3: 339,527 shares; 2025Q4: 337,227 shares; 2026Q1: 312,577 shares 312,577 $65.1M 4.73% -24,650 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: restricted; 2024Q4: 197,782 shares; 2025Q1: 199,953 shares; 2025Q2: 171,265 shares; 2025Q3: 168,087 shares; 2025Q4: 167,441 shares; 2026Q1: 149,528 shares 149,528 $55.4M 4.02% -17,913 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 429,183 shares; 2025Q1: 458,115 shares; 2025Q2: 457,224 shares; 2025Q3: 443,375 shares; 2025Q4: 460,411 shares; 2026Q1: 394,233 shares 394,233 $43.5M 3.16% -66,178 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,107 shares; 2025Q1: 38,578 shares; 2025Q2: 38,135 shares; 2025Q3: 37,223 shares; 2025Q4: 30,664 shares; 2026Q1: 26,552 shares 26,552 $39.1M 2.84% -4,112 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: restricted; 2024Q4: 63,807 shares; 2025Q1: 65,300 shares; 2025Q2: 65,064 shares; 2025Q3: 71,843 shares; 2025Q4: 80,154 shares; 2026Q1: 85,975 shares 85,975 $37M 2.69% +5,821 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: restricted; 2024Q4: 125,920 shares; 2025Q1: 126,062 shares; 2025Q2: 123,989 shares; 2025Q3: 121,540 shares; 2025Q4: 119,858 shares; 2026Q1: 111,860 shares 111,860 $33.8M 2.46% -7,998 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: restricted; 2024Q4: 135,415 shares; 2025Q1: 137,698 shares; 2025Q2: 137,375 shares; 2025Q3: 134,408 shares; 2025Q4: 132,173 shares; 2026Q1: 120,989 shares 120,989 $27.8M 2.02% -11,184 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456,086 shares; 2025Q1: 443,925 shares; 2025Q2: 449,830 shares; 2025Q3: 448,658 shares; 2025Q4: 455,248 shares; 2026Q1: 439,187 shares 439,187 $26.4M 1.92% -16,061 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: restricted; 2024Q4: 308,115 shares; 2025Q1: 303,420 shares; 2025Q2: 298,243 shares; 2025Q3: 295,201 shares; 2025Q4: 293,802 shares; 2026Q1: 294,813 shares 294,813 $26M 1.89% +1,011 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: restricted; 2024Q4: 93,805 shares; 2025Q1: 94,046 shares; 2025Q2: 94,334 shares; 2025Q3: 92,591 shares; 2025Q4: 95,821 shares; 2026Q1: 84,727 shares 84,727 $24.9M 1.81% -11,094 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: restricted; 2024Q4: 243,683 shares; 2025Q1: 244,450 shares; 2025Q2: 238,004 shares; 2025Q3: 234,070 shares; 2025Q4: 233,330 shares; 2026Q1: 214,889 shares 214,889 $24.7M 1.8% -18,441 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: restricted; 2024Q4: 38,573 shares; 2025Q1: 38,662 shares; 2025Q2: 38,294 shares; 2025Q3: 37,783 shares; 2025Q4: 37,244 shares; 2026Q1: 24,384 shares 24,384 $24.3M 1.77% -12,860 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: restricted; 2024Q4: 291,514 shares; 2025Q1: 294,608 shares; 2025Q2: 293,180 shares; 2025Q3: 287,533 shares; 2025Q4: 285,710 shares; 2026Q1: 254,634 shares 254,634 $23.7M 1.72% -31,076 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: restricted; 2024Q4: 35,609 shares; 2025Q1: 36,372 shares; 2025Q2: 36,314 shares; 2025Q3: 35,757 shares; 2025Q4: 36,144 shares; 2026Q1: 30,117 shares 30,117 $21.9M 1.59% -6,027 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,453 shares; 2025Q1: 83,729 shares; 2025Q2: 69,382 shares; 2025Q3: 68,372 shares; 2025Q4: 67,570 shares; 2026Q1: 64,331 shares 64,331 $20.5M 1.49% -3,239 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: restricted; 2024Q4: 137,374 shares; 2025Q1: 136,758 shares; 2025Q2: 131,833 shares; 2025Q3: 129,802 shares; 2025Q4: 127,390 shares; 2026Q1: 119,331 shares 119,331 $20.2M 1.47% -8,059 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,156 shares; 2025Q1: 84,501 shares; 2025Q2: 84,256 shares; 2025Q3: 84,150 shares; 2025Q4: 83,870 shares; 2026Q1: 82,450 shares 82,450 $20M 1.45% -1,420 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,188 shares; 2025Q3: 16,121 shares; 2025Q4: 16,121 shares; 2026Q1: 14,539 shares 14,539 $19.2M 1.4% -1,582 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: restricted; 2024Q4: 84,337 shares; 2025Q1: 73,918 shares; 2025Q2: 71,686 shares; 2025Q3: 67,858 shares; 2025Q4: 67,196 shares; 2026Q1: 64,808 shares 64,808 $15.8M 1.15% -2,388 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211,723 shares; 2025Q1: 229,246 shares; 2025Q2: 233,514 shares; 2025Q3: 232,115 shares; 2025Q4: 249,236 shares; 2026Q1: 252,676 shares 252,676 $15M 1.09% +3,440 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: restricted; 2024Q4: 79,669 shares; 2025Q1: 79,824 shares; 2025Q2: 78,717 shares; 2025Q3: 76,829 shares; 2025Q4: 75,965 shares; 2026Q1: 68,934 shares 68,934 $14.9M 1.08% -7,031 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: restricted; 2024Q4: 71,879 shares; 2025Q1: 71,410 shares; 2025Q2: 71,776 shares; 2025Q3: 70,919 shares; 2025Q4: 71,046 shares; 2026Q1: 70,221 shares 70,221 $14.5M 1.06% -825 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: restricted; 2024Q4: 50,970 shares; 2025Q1: 50,889 shares; 2025Q2: 50,320 shares; 2025Q3: 48,375 shares; 2025Q4: 47,681 shares; 2026Q1: 42,808 shares 42,808 $14M 1.02% -4,873 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: restricted; 2024Q4: 54,574 shares; 2025Q1: 54,408 shares; 2025Q2: 54,408 shares; 2025Q3: 54,413 shares; 2025Q4: 57,412 shares; 2026Q1: 46,682 shares 46,682 $13.4M 0.97% -10,730 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: restricted; 2024Q4: 64,807 shares; 2025Q1: 65,214 shares; 2025Q2: 65,204 shares; 2025Q3: 64,406 shares; 2025Q4: 64,796 shares; 2026Q1: 55,086 shares 55,086 $13.4M 0.97% -9,710 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,252 shares; 2025Q4: 23,626 shares; 2026Q1: 24,298 shares 24,298 $13.3M 0.97% +672 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: restricted; 2024Q4: 80,108 shares; 2025Q1: 80,080 shares; 2025Q2: 82,504 shares; 2025Q3: 79,237 shares; 2025Q4: 77,809 shares; 2026Q1: 69,507 shares 69,507 $13.2M 0.96% -8,302 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,662 shares; 2025Q1: 84,342 shares; 2025Q2: 83,836 shares; 2025Q3: 80,634 shares; 2025Q4: 78,788 shares; 2026Q1: 54,867 shares 54,867 $12.7M 0.92% -23,921 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,076 shares; 2025Q1: 26,691 shares; 2025Q2: 27,187 shares; 2025Q3: 27,031 shares; 2025Q4: 26,881 shares; 2026Q1: 23,776 shares 23,776 $12.4M 0.9% -3,105 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 242,544 shares; 2025Q1: 228,198 shares; 2025Q2: 223,358 shares; 2025Q3: 220,981 shares; 2025Q4: 215,274 shares; 2026Q1: 208,811 shares 208,811 $11M 0.8% -6,463 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167,288 shares; 2025Q1: 169,161 shares; 2025Q2: 164,623 shares; 2025Q3: 159,210 shares; 2025Q4: 158,872 shares; 2026Q1: 144,066 shares 144,066 $10.9M 0.79% -14,806 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,104 shares 12,104 $10.5M 0.76% new 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: restricted; 2024Q4: 103,838 shares; 2025Q1: 101,868 shares; 2025Q2: 98,509 shares; 2025Q3: 97,266 shares; 2025Q4: 95,129 shares; 2026Q1: 92,960 shares 92,960 $8.74M 0.63% -2,169 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: restricted; 2024Q4: not reported; 2025Q1: 17,852 shares; 2025Q2: 17,832 shares; 2025Q3: 17,771 shares; 2025Q4: 17,768 shares; 2026Q1: 17,260 shares 17,260 $8.27M 0.6% -508 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: restricted; 2024Q4: 2,320 shares; 2025Q1: 2,983 shares; 2025Q2: 2,983 shares; 2025Q3: 2,933 shares; 2025Q4: 2,738 shares; 2026Q1: 63,191 shares 63,191 $7.86M 0.57% +60,453 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,312 shares; 2025Q3: 114,978 shares; 2025Q4: 108,400 shares; 2026Q1: 100,162 shares 100,162 $7.72M 0.56% -8,238 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,097 shares; 2025Q1: 90,846 shares; 2025Q2: 88,821 shares; 2025Q3: 87,723 shares; 2025Q4: 87,243 shares; 2026Q1: 82,341 shares 82,341 $7.68M 0.56% -4,902 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: restricted; 2024Q4: 843 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 19,376 shares; 2026Q1: 17,573 shares 17,573 $7.6M 0.55% -1,803 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: restricted; 2024Q4: 19,885 shares; 2025Q1: 20,230 shares; 2025Q2: 19,938 shares; 2025Q3: 19,598 shares; 2025Q4: 20,053 shares; 2026Q1: 17,807 shares 17,807 $7.57M 0.55% -2,246 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,654 shares; 2025Q4: 50,729 shares; 2026Q1: 52,841 shares 52,841 $7.53M 0.55% +2,112 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: restricted; 2024Q4: 15,878 shares; 2025Q1: 16,373 shares; 2025Q2: 16,284 shares; 2025Q3: 16,057 shares; 2025Q4: 15,298 shares; 2026Q1: 11,045 shares 11,045 $7.21M 0.52% -4,253 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,570 shares; 2025Q1: 49,570 shares; 2025Q2: 48,570 shares; 2025Q3: 48,570 shares; 2025Q4: 48,570 shares; 2026Q1: 42,070 shares 42,070 $7.11M 0.52% -6,500 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,606 shares; 2025Q1: 37,471 shares; 2025Q2: 37,171 shares; 2025Q3: 36,746 shares; 2025Q4: 36,621 shares; 2026Q1: 34,005 shares 34,005 $7.09M 0.51% -2,616 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,253 shares; 2025Q4: 2,086 shares; 2026Q1: 2,054 shares 2,054 $6.94M 0.5% -32 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259,824 shares; 2025Q1: 258,824 shares; 2025Q2: 257,030 shares; 2025Q3: 246,730 shares; 2025Q4: 242,535 shares; 2026Q1: 181,726 shares 181,726 $6.88M 0.5% -60,809 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,625 shares; 2025Q1: 172,129 shares; 2025Q2: 145,104 shares; 2025Q3: 143,779 shares; 2025Q4: 145,779 shares; 2026Q1: 137,076 shares 137,076 $6.68M 0.49% -8,703 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,069 shares; 2025Q1: 29,708 shares; 2025Q2: 29,061 shares; 2025Q3: 28,627 shares; 2025Q4: 27,001 shares; 2026Q1: 25,524 shares 25,524 $6.64M 0.48% -1,477 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,846 shares; 2025Q1: 11,895 shares; 2025Q2: 12,065 shares; 2025Q3: 12,265 shares; 2025Q4: 53,106 shares; 2026Q1: 64,847 shares 64,847 $6.5M 0.47% +11,741 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,235 shares; 2025Q1: 25,513 shares; 2025Q2: 24,332 shares; 2025Q3: 23,328 shares; 2025Q4: 22,797 shares; 2026Q1: 21,630 shares 21,630 $6.44M 0.47% -1,167 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: restricted; 2024Q4: 53,531 shares; 2025Q1: 52,269 shares; 2025Q2: 50,428 shares; 2025Q3: 48,087 shares; 2025Q4: 46,105 shares; 2026Q1: 43,881 shares 43,881 $6.34M 0.46% -2,224 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,953 shares 127,953 $5.82M 0.42% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,887 shares; 2025Q4: 24,813 shares; 2026Q1: 28,501 shares 28,501 $5.01M 0.36% +3,688 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 286,579 shares; 2025Q1: 268,753 shares; 2025Q2: 266,003 shares; 2025Q3: 260,603 shares; 2025Q4: 257,603 shares; 2026Q1: 252,181 shares 252,181 $4.87M 0.35% -5,422 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: restricted; 2024Q4: 48,278 shares; 2025Q1: 41,420 shares; 2025Q2: 37,644 shares; 2025Q3: 33,850 shares; 2025Q4: 32,288 shares; 2026Q1: 29,995 shares 29,995 $4.58M 0.33% -2,293 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,958 shares 198,958 $4.52M 0.33% new 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: restricted; 2024Q4: 30,672 shares; 2025Q1: 27,592 shares; 2025Q2: 27,451 shares; 2025Q3: 27,201 shares; 2025Q4: 26,791 shares; 2026Q1: 26,124 shares 26,124 $4.32M 0.31% -667 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,016 shares; 2025Q1: 6,365 shares; 2025Q2: 6,357 shares; 2025Q3: 6,235 shares; 2025Q4: 6,055 shares; 2026Q1: 6,608 shares 6,608 $3.95M 0.29% +553 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,929 shares; 2025Q1: 30,469 shares; 2025Q2: 30,941 shares; 2025Q3: 30,196 shares; 2025Q4: 28,408 shares; 2026Q1: 25,106 shares 25,106 $3.63M 0.26% -3,302 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,428 shares 197,428 $3.56M 0.26% new 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: restricted; 2024Q4: 8,997 shares; 2025Q1: 8,119 shares; 2025Q2: 7,994 shares; 2025Q3: 7,944 shares; 2025Q4: 7,824 shares; 2026Q1: 7,824 shares 7,824 $3.49M 0.25% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,775 shares; 2025Q1: 46,375 shares; 2025Q2: 34,875 shares; 2025Q3: 34,875 shares; 2025Q4: 34,875 shares; 2026Q1: 34,675 shares 34,675 $3.24M 0.24% -200 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,734 shares; 2025Q1: 170,105 shares; 2025Q2: 170,354 shares; 2025Q3: 168,837 shares; 2025Q4: 168,944 shares; 2026Q1: 160,817 shares 160,817 $3.12M 0.23% -8,127 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: restricted; 2024Q4: 54,366 shares; 2025Q1: 51,439 shares; 2025Q2: 53,820 shares; 2025Q3: 51,716 shares; 2025Q4: 47,513 shares; 2026Q1: 45,590 shares 45,590 $3.01M 0.22% -1,923 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: restricted; 2024Q4: 15,787 shares; 2025Q1: 15,877 shares; 2025Q2: 16,036 shares; 2025Q3: 15,764 shares; 2025Q4: 15,774 shares; 2026Q1: 13,848 shares 13,848 $3.01M 0.22% -1,926 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,309 shares; 2025Q1: 80,567 shares; 2025Q2: 77,319 shares; 2025Q3: 76,572 shares; 2025Q4: 58,753 shares; 2026Q1: 53,840 shares 53,840 $3M 0.22% -4,913 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,189 shares; 2025Q1: 37,612 shares; 2025Q2: 36,243 shares; 2025Q3: 35,148 shares; 2025Q4: 34,750 shares; 2026Q1: 32,364 shares 32,364 $2.98M 0.22% -2,386 Timeline NVCT NUVECTIS PHARMA INC More: the full row for NUVECTIS PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355,961 shares; 2025Q1: 358,461 shares; 2025Q2: 350,461 shares; 2025Q3: 350,461 shares; 2025Q4: 389,625 shares; 2026Q1: 378,625 shares 378,625 $2.93M 0.21% -11,000 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: restricted; 2024Q4: 167,983 shares; 2025Q1: 168,072 shares; 2025Q2: 163,743 shares; 2025Q3: 31,980 shares; 2025Q4: 26,128 shares; 2026Q1: 18,692 shares 18,692 $2.9M 0.21% -7,436 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: restricted; 2024Q4: 5,593 shares; 2025Q1: 5,502 shares; 2025Q2: 5,509 shares; 2025Q3: 5,475 shares; 2025Q4: 5,569 shares; 2026Q1: 5,006 shares 5,006 $2.86M 0.21% -563 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,039 shares; 2026Q1: 57,584 shares 57,584 $2.54M 0.18% +47,545 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: restricted; 2024Q4: 46,351 shares; 2025Q1: 38,743 shares; 2025Q2: 37,143 shares; 2025Q3: 36,812 shares; 2025Q4: 36,543 shares; 2026Q1: 32,824 shares 32,824 $2.5M 0.18% -3,719 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,647 shares; 2025Q1: 12,661 shares; 2025Q2: 12,683 shares; 2025Q3: 12,652 shares; 2025Q4: 12,652 shares; 2026Q1: 9,635 shares 9,635 $2.42M 0.18% -3,017 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: restricted; 2024Q4: 3,964 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,997 shares; 2025Q4: 3,561 shares; 2026Q1: 3,512 shares 3,512 $2.28M 0.17% -49 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,455 shares; 2025Q2: 15,420 shares; 2025Q3: 16,954 shares; 2025Q4: 24,914 shares; 2026Q1: 24,004 shares 24,004 $2.2M 0.16% -910 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: restricted; 2024Q4: 196,756 shares; 2025Q1: 200,550 shares; 2025Q2: 198,062 shares; 2025Q3: 48,173 shares; 2025Q4: 42,549 shares; 2026Q1: 17,154 shares 17,154 $2.06M 0.15% -25,395 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,177 shares; 2025Q1: 17,177 shares; 2025Q2: 17,617 shares; 2025Q3: 17,617 shares; 2025Q4: 17,617 shares; 2026Q1: 17,099 shares 17,099 $2.03M 0.15% -518 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,420 shares; 2025Q1: 43,820 shares; 2025Q2: 43,820 shares; 2025Q3: 43,470 shares; 2025Q4: 44,080 shares; 2026Q1: 44,080 shares 44,080 $1.97M 0.14% 0 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: restricted; 2024Q4: 9,345 shares; 2025Q1: 8,140 shares; 2025Q2: 7,911 shares; 2025Q3: 7,561 shares; 2025Q4: 7,563 shares; 2026Q1: 5,870 shares 5,870 $1.93M 0.14% -1,693 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,627 shares; 2025Q1: 46,552 shares; 2025Q2: 45,446 shares; 2025Q3: 44,353 shares; 2025Q4: 8,415 shares; 2026Q1: 7,752 shares 7,752 $1.88M 0.14% -663 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: restricted; 2024Q4: 12,233 shares; 2025Q1: 10,944 shares; 2025Q2: 10,860 shares; 2025Q3: 10,816 shares; 2025Q4: 10,671 shares; 2026Q1: 9,106 shares 9,106 $1.85M 0.13% -1,565 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,333 shares; 2026Q1: 33,926 shares 33,926 $1.79M 0.13% -407 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,607 shares; 2025Q1: 12,234 shares; 2025Q2: 12,004 shares; 2025Q3: 11,337 shares; 2025Q4: 11,337 shares; 2026Q1: 11,337 shares 11,337 $1.75M 0.13% 0 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,508 shares; 2025Q1: 58,937 shares; 2025Q2: 55,595 shares; 2025Q3: 55,595 shares; 2025Q4: 52,003 shares; 2026Q1: 32,485 shares 32,485 $1.69M 0.12% -19,518 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: restricted; 2024Q4: 12,726 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares; 2025Q4: 12,850 shares; 2026Q1: 12,800 shares 12,800 $1.68M 0.12% -50 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: restricted; 2024Q4: 25,095 shares; 2025Q1: 25,271 shares; 2025Q2: 27,267 shares; 2025Q3: 27,267 shares; 2025Q4: 28,385 shares; 2026Q1: 23,096 shares 23,096 $1.66M 0.12% -5,289 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,908 shares; 2025Q1: 22,158 shares; 2025Q2: 38,292 shares; 2025Q3: 38,211 shares; 2025Q4: 36,169 shares; 2026Q1: 35,791 shares 35,791 $1.66M 0.12% -378 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,251 shares; 2025Q1: 87,430 shares; 2025Q2: 87,990 shares; 2025Q3: 15,318 shares; 2025Q4: 12,123 shares; 2026Q1: 12,122 shares 12,122 $1.6M 0.12% -1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,650 shares; 2025Q1: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares; 2025Q4: 26,846 shares; 2026Q1: 22,059 shares 22,059 $1.5M 0.11% -4,787 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: restricted; 2024Q4: 2,265 shares; 2025Q1: 2,277 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares; 2025Q4: 2,311 shares; 2026Q1: 1,564 shares 1,564 $1.44M 0.1% -747 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,063 shares; 2025Q1: 7,943 shares; 2025Q2: 7,471 shares; 2025Q3: 6,539 shares; 2025Q4: 5,122 shares; 2026Q1: 4,047 shares 4,047 $1.43M 0.1% -1,075 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: restricted; 2024Q4: 7,952 shares; 2025Q1: 7,758 shares; 2025Q2: 7,777 shares; 2025Q3: 7,915 shares; 2025Q4: 7,649 shares; 2026Q1: 6,513 shares 6,513 $1.42M 0.1% -1,136 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: restricted; 2024Q4: 1,654 shares; 2025Q1: 1,545 shares; 2025Q2: 1,496 shares; 2025Q3: 1,431 shares; 2025Q4: 1,526 shares; 2026Q1: 1,436 shares 1,436 $1.38M 0.1% -90 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: restricted; 2024Q4: 13,180 shares; 2025Q1: 13,180 shares; 2025Q2: 13,180 shares; 2025Q3: 13,180 shares; 2025Q4: 13,180 shares; 2026Q1: 11,680 shares 11,680 $1.3M 0.09% -1,500 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: restricted; 2024Q4: 1,925 shares; 2025Q1: 1,955 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,847 shares; 2026Q1: 1,831 shares 1,831 $1.3M 0.09% -16 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: restricted; 2024Q4: 5,609 shares; 2025Q1: 5,609 shares; 2025Q2: 5,517 shares; 2025Q3: 5,517 shares; 2025Q4: 5,517 shares; 2026Q1: 5,162 shares 5,162 $1.28M 0.09% -355 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: restricted; 2024Q4: 9,644 shares; 2025Q1: 15,308 shares; 2025Q2: 16,628 shares; 2025Q3: 16,628 shares; 2025Q4: 20,835 shares; 2026Q1: 19,695 shares 19,695 $1.26M 0.09% -1,140 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: restricted; 2024Q4: 4,618 shares; 2025Q1: 4,529 shares; 2025Q2: 5,529 shares; 2025Q3: 5,729 shares; 2025Q4: 5,979 shares; 2026Q1: 6,079 shares 6,079 $1.24M 0.09% +100 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 7,350 shares; 2025Q3: 8,750 shares; 2025Q4: 17,175 shares; 2026Q1: 13,365 shares 13,365 $1.2M 0.09% -3,810 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: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $1.18M 0.09% 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: restricted; 2024Q4: 16,445 shares; 2025Q1: 16,519 shares; 2025Q2: 16,854 shares; 2025Q3: 16,854 shares; 2025Q4: 18,674 shares; 2026Q1: 19,719 shares 19,719 $1.07M 0.08% +1,045 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,916 shares; 2025Q1: 16,839 shares; 2025Q2: 16,839 shares; 2025Q3: 14,257 shares; 2025Q4: 14,226 shares; 2026Q1: 11,069 shares 11,069 $1M 0.07% -3,157 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,727 shares; 2025Q1: 17,727 shares; 2025Q2: 15,927 shares; 2025Q3: 15,927 shares; 2025Q4: 15,927 shares; 2026Q1: 15,152 shares 15,152 $948K 0.07% -775 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: restricted; 2024Q4: 67,303 shares; 2025Q1: 55,875 shares; 2025Q2: 5,665 shares; 2025Q3: 5,690 shares; 2025Q4: 4,920 shares; 2026Q1: 4,129 shares 4,129 $933K 0.07% -791 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: restricted; 2024Q4: 4,148 shares; 2025Q1: 3,918 shares; 2025Q2: 3,240 shares; 2025Q3: 3,187 shares; 2025Q4: 3,121 shares; 2026Q1: 2,640 shares 2,640 $929K 0.07% -481 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,238 shares; 2025Q1: 4,173 shares; 2025Q2: 3,416 shares; 2025Q3: 3,381 shares; 2025Q4: 3,295 shares; 2026Q1: 3,181 shares 3,181 $909K 0.07% -114 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,300 shares; 2025Q4: 9,300 shares; 2026Q1: 11,600 shares 11,600 $886K 0.06% +2,300 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,728 shares; 2025Q1: 8,728 shares; 2025Q2: 8,728 shares; 2025Q3: 8,710 shares; 2025Q4: 8,710 shares; 2026Q1: 8,457 shares 8,457 $869K 0.06% -253 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: restricted; 2024Q4: 5,297 shares; 2025Q1: 5,237 shares; 2025Q2: 4,422 shares; 2025Q3: 4,057 shares; 2025Q4: 3,957 shares; 2026Q1: 3,781 shares 3,781 $849K 0.06% -176 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,637 shares; 2025Q1: 33,965 shares; 2025Q2: 30,649 shares; 2025Q3: 28,601 shares; 2025Q4: 20,206 shares; 2026Q1: 16,271 shares 16,271 $821K 0.06% -3,935 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: restricted; 2024Q4: 9,064 shares; 2025Q1: 9,549 shares; 2025Q2: 8,746 shares; 2025Q3: 8,657 shares; 2025Q4: 8,601 shares; 2026Q1: 2,650 shares 2,650 $820K 0.06% -5,951 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares 2,583 $806K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,644 shares; 2025Q1: 1,644 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,429 shares; 2026Q1: 1,409 shares 1,409 $794K 0.06% -20 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 12,030 shares; 2025Q3: 11,780 shares; 2025Q4: 11,780 shares; 2026Q1: 11,780 shares 11,780 $781K 0.06% 0 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: restricted; 2024Q4: 5,622 shares; 2025Q1: 5,490 shares; 2025Q2: 2,592 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares; 2026Q1: 1,569 shares 1,569 $771K 0.06% -813 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: restricted; 2024Q4: 3,796 shares; 2025Q1: 3,789 shares; 2025Q2: 3,610 shares; 2025Q3: 3,135 shares; 2025Q4: 3,115 shares; 2026Q1: 2,339 shares 2,339 $769K 0.06% -776 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,720 shares; 2025Q1: 15,720 shares; 2025Q2: 15,720 shares; 2025Q3: 15,720 shares; 2025Q4: 15,720 shares; 2026Q1: 15,720 shares 15,720 $761K 0.06% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $758K 0.06% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 4,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $757K 0.05% 0 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: restricted; 2024Q4: 2,760 shares; 2025Q1: 2,741 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,536 shares 2,536 $740K 0.05% -179 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,841 shares; 2025Q1: 10,995 shares; 2025Q2: 7,185 shares; 2025Q3: 5,807 shares; 2025Q4: 8,473 shares; 2026Q1: 11,739 shares 11,739 $719K 0.05% +3,266 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: restricted; 2024Q4: 5,705 shares; 2025Q1: 5,762 shares; 2025Q2: 5,705 shares; 2025Q3: 5,705 shares; 2025Q4: 5,846 shares; 2026Q1: 5,771 shares 5,771 $717K 0.05% -75 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: restricted; 2024Q4: 6,964 shares; 2025Q1: 6,964 shares; 2025Q2: 7,166 shares; 2025Q3: 7,166 shares; 2025Q4: 7,166 shares; 2026Q1: 7,166 shares 7,166 $692K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,175 shares; 2025Q1: 29,163 shares; 2025Q2: 28,871 shares; 2025Q3: 28,871 shares; 2025Q4: 28,871 shares; 2026Q1: 23,633 shares 23,633 $664K 0.05% -5,238 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 3,378 shares; 2026Q1: 3,378 shares 3,378 $663K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,734 shares; 2025Q1: 1,662 shares; 2025Q2: 1,816 shares; 2025Q3: 1,710 shares; 2025Q4: 1,962 shares; 2026Q1: 1,770 shares 1,770 $658K 0.05% -192 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 15,500 shares 15,500 $653K 0.05% -1,500 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,360 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares; 2025Q3: 9,860 shares; 2025Q4: 9,860 shares; 2026Q1: 9,860 shares 9,860 $641K 0.05% 0 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: restricted; 2024Q4: 7,367 shares; 2025Q1: 6,839 shares; 2025Q2: 7,211 shares; 2025Q3: 6,891 shares; 2025Q4: 6,941 shares; 2026Q1: 6,080 shares 6,080 $624K 0.05% -861 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares 5,540 $604K 0.04% 0 Timeline REMX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,370 shares; 2026Q1: 6,654 shares 6,654 $586K 0.04% +1,284 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,075 shares; 2025Q1: 41,006 shares; 2025Q2: 37,692 shares; 2025Q3: 36,947 shares; 2025Q4: 33,808 shares; 2026Q1: 20,334 shares 20,334 $584K 0.04% -13,474 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,305 shares 4,305 $564K 0.04% new Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,584 shares; 2025Q1: 16,584 shares; 2025Q2: 16,586 shares; 2025Q3: 16,138 shares; 2025Q4: 16,138 shares; 2026Q1: 11,693 shares 11,693 $552K 0.04% -4,445 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: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,129 shares; 2025Q2: 2,551 shares; 2025Q3: 2,551 shares; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares 2,551 $545K 0.04% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,525 shares; 2025Q1: 17,525 shares; 2025Q2: 17,525 shares; 2025Q3: 17,525 shares; 2025Q4: 17,525 shares; 2026Q1: 14,525 shares 14,525 $544K 0.04% -3,000 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: restricted; 2024Q4: 421 shares; 2025Q1: 417 shares; 2025Q2: 6,255 shares; 2025Q3: 6,255 shares; 2025Q4: 6,255 shares; 2026Q1: 5,790 shares 5,790 $534K 0.04% -465 Timeline EPI 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: restricted; 2024Q4: 13,070 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 13,070 shares; 2026Q1: 13,070 shares 13,070 $533K 0.04% 0 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: restricted; 2024Q4: 5,250 shares; 2025Q1: 4,450 shares; 2025Q2: 4,379 shares; 2025Q3: 4,379 shares; 2025Q4: 4,644 shares; 2026Q1: 3,944 shares 3,944 $521K 0.04% -700 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $512K 0.04% 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: restricted; 2024Q4: 8,137 shares; 2025Q1: 8,178 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100 $486K 0.04% 0 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,380 shares; 2025Q1: 15,980 shares; 2025Q2: 15,980 shares; 2025Q3: 15,680 shares; 2025Q4: 15,680 shares; 2026Q1: 16,005 shares 16,005 $485K 0.04% +325 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,389 shares; 2025Q4: 15,678 shares; 2026Q1: 9,878 shares 9,878 $478K 0.03% -5,800 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 15,600 shares; 2025Q4: 29,720 shares; 2026Q1: 29,720 shares 29,720 $476K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,230 shares 3,230 $471K 0.03% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,600 shares 12,600 $466K 0.03% 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: restricted; 2024Q4: 3,118 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,194 shares; 2025Q4: 3,245 shares; 2026Q1: 3,145 shares 3,145 $463K 0.03% -100 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 1,982 shares; 2026Q1: 1,440 shares 1,440 $462K 0.03% -542 Timeline DXJ 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: restricted; 2024Q4: 5,029 shares; 2025Q1: 4,084 shares; 2025Q2: 3,477 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 2,875 shares 2,875 $456K 0.03% -600 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,409 shares; 2025Q1: 26,409 shares; 2025Q2: 26,409 shares; 2025Q3: 21,409 shares; 2025Q4: 21,409 shares; 2026Q1: 19,909 shares 19,909 $445K 0.03% -1,500 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: restricted; 2024Q4: 7,021 shares; 2025Q1: 6,515 shares; 2025Q2: 6,510 shares; 2025Q3: 6,474 shares; 2025Q4: 6,324 shares; 2026Q1: 4,562 shares 4,562 $440K 0.03% -1,762 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,571 shares; 2025Q1: 7,904 shares; 2025Q2: 6,550 shares; 2025Q3: 6,393 shares; 2025Q4: 6,089 shares; 2026Q1: 5,927 shares 5,927 $436K 0.03% -162 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: restricted; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares; 2025Q3: 3,547 shares; 2025Q4: 3,547 shares; 2026Q1: 3,100 shares 3,100 $422K 0.03% -447 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: restricted; 2024Q4: 765 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 766 shares; 2025Q4: 741 shares; 2026Q1: 831 shares 831 $415K 0.03% +90 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: restricted; 2024Q4: 1,675 shares; 2025Q1: 1,560 shares; 2025Q2: 1,520 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,130 shares 1,130 $402K 0.03% +130 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,170 shares; 2025Q1: 30,399 shares; 2025Q2: 24,015 shares; 2025Q3: 22,715 shares; 2025Q4: 22,393 shares; 2026Q1: 16,343 shares 16,343 $399K 0.03% -6,050 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,916 shares; 2025Q1: 29,196 shares; 2025Q2: 35,673 shares; 2025Q3: 34,870 shares; 2025Q4: 34,870 shares; 2026Q1: 34,870 shares 34,870 $393K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,328 shares; 2025Q3: 1,302 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares 1,357 $389K 0.03% 0 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,600 shares; 2026Q1: 13,100 shares 13,100 $389K 0.03% -4,500 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: restricted; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares 2,195 $379K 0.03% 0 Timeline SLVP 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: restricted; 2024Q4: 10,610 shares; 2025Q1: 10,610 shares; 2025Q2: 10,610 shares; 2025Q3: 10,610 shares; 2025Q4: 10,610 shares; 2026Q1: 10,610 shares 10,610 $376K 0.03% 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: restricted; 2024Q4: 3,326 shares; 2025Q1: 3,496 shares; 2025Q2: 3,196 shares; 2025Q3: 2,696 shares; 2025Q4: 2,696 shares; 2026Q1: 2,328 shares 2,328 $372K 0.03% -368 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,547 shares; 2025Q1: 30,931 shares; 2025Q2: 28,812 shares; 2025Q3: 27,541 shares; 2025Q4: 25,598 shares; 2026Q1: 14,439 shares 14,439 $370K 0.03% -11,159 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: restricted; 2024Q4: 4,292 shares; 2025Q1: 4,292 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares; 2026Q1: 4,292 shares 4,292 $362K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,788 shares; 2025Q1: 9,150 shares; 2025Q2: 11,277 shares; 2025Q3: 15,222 shares; 2025Q4: 13,694 shares; 2026Q1: 12,478 shares 12,478 $362K 0.03% -1,216 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,713 shares 4,713 $352K 0.03% new 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: restricted; 2024Q4: 741 shares; 2025Q1: 756 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 661 shares; 2026Q1: 601 shares 601 $347K 0.03% -60 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,111 shares; 2025Q1: 9,811 shares; 2025Q2: 12,082 shares; 2025Q3: 11,238 shares; 2025Q4: 11,738 shares; 2026Q1: 10,318 shares 10,318 $346K 0.03% -1,420 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: restricted; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,503 shares; 2025Q3: 1,313 shares; 2025Q4: 1,213 shares; 2026Q1: 1,214 shares 1,214 $344K 0.03% +1 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: restricted; 2024Q4: 7,774 shares; 2025Q1: 6,954 shares; 2025Q2: 6,798 shares; 2025Q3: 7,476 shares; 2025Q4: 7,476 shares; 2026Q1: 6,775 shares 6,775 $340K 0.02% -701 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 2,750 shares 2,750 $330K 0.02% -1,000 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 354 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $330K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,676 shares; 2025Q2: not reported; 2025Q3: 1,256 shares; 2025Q4: 1,756 shares; 2026Q1: 1,675 shares 1,675 $323K 0.02% -81 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares 2,950 $319K 0.02% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,750 shares 4,750 $315K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $304K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,912 shares; 2025Q1: 2,512 shares; 2025Q2: 2,362 shares; 2025Q3: 2,362 shares; 2025Q4: 2,362 shares; 2026Q1: 2,362 shares 2,362 $304K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,455 shares; 2026Q1: 1,435 shares 1,435 $303K 0.02% -20 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,148 shares; 2025Q1: 3,848 shares; 2025Q2: 3,848 shares; 2025Q3: 3,228 shares; 2025Q4: not reported; 2026Q1: 2,678 shares 2,678 $301K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,179 shares; 2026Q1: 5,179 shares 5,179 $294K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 3,354 shares; 2025Q3: 3,273 shares; 2025Q4: 3,508 shares; 2026Q1: 3,508 shares 3,508 $294K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,429 shares; 2025Q1: 65,062 shares; 2025Q2: 64,768 shares; 2025Q3: 61,911 shares; 2025Q4: 59,868 shares; 2026Q1: 1,442 shares 1,442 $286K 0.02% -58,426 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: restricted; 2024Q4: 556 shares; 2025Q1: 681 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 711 shares; 2026Q1: 574 shares 574 $285K 0.02% -137 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,988 shares; 2025Q1: 6,648 shares; 2025Q2: 5,613 shares; 2025Q3: 5,073 shares; 2025Q4: 4,353 shares; 2026Q1: 3,553 shares 3,553 $285K 0.02% -800 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $281K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,796 shares; 2025Q1: 4,796 shares; 2025Q2: 4,796 shares; 2025Q3: 4,796 shares; 2025Q4: 4,796 shares; 2026Q1: 4,796 shares 4,796 $274K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,465 shares; 2026Q1: 5,465 shares 5,465 $273K 0.02% 0 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: restricted; 2024Q4: 646 shares; 2025Q1: 649 shares; 2025Q2: 576 shares; 2025Q3: 575 shares; 2025Q4: 2,810 shares; 2026Q1: 2,833 shares 2,833 $272K 0.02% +23 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,226 shares; 2025Q1: 16,243 shares; 2025Q2: 16,260 shares; 2025Q3: 16,260 shares; 2025Q4: 10,751 shares; 2026Q1: 10,750 shares 10,750 $270K 0.02% -1 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $260K 0.02% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,377 shares; 2025Q1: 7,027 shares; 2025Q2: 6,607 shares; 2025Q3: 6,607 shares; 2025Q4: 6,607 shares; 2026Q1: 6,607 shares 6,607 $257K 0.02% 0 Timeline USFR 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: restricted; 2024Q4: 5,015 shares; 2025Q1: 5,015 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,015 shares 5,015 $252K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares 1,532 $252K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,041 shares; 2025Q1: 1,979 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,728 shares 1,728 $247K 0.02% -75 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: restricted; 2024Q4: 6,391 shares; 2025Q1: 3,763 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,214 shares; 2026Q1: 3,044 shares 3,044 $236K 0.02% -170 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,199 shares; 2025Q2: 997 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 757 shares 757 $235K 0.02% -238 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,212 shares; 2025Q1: 1,194 shares; 2025Q2: 1,083 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 988 shares 988 $233K 0.02% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,650 shares; 2025Q1: 23,686 shares; 2025Q2: 15,516 shares; 2025Q3: 15,516 shares; 2025Q4: 15,516 shares; 2026Q1: 15,516 shares 15,516 $231K 0.02% 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: restricted; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 182 shares 182 $230K 0.02% -116 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,977 shares 1,977 $228K 0.02% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,685 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,365 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares 2,265 $228K 0.02% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares 555 $226K 0.02% new 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: restricted; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $226K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,348 shares; 2025Q1: 6,348 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,548 shares 1,548 $225K 0.02% -300 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,885 shares; 2025Q1: 5,610 shares; 2025Q2: 5,520 shares; 2025Q3: 5,270 shares; 2025Q4: 3,703 shares; 2026Q1: 1,853 shares 1,853 $222K 0.02% -1,850 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $220K 0.02% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,950 shares 5,950 $219K 0.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $216K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,372 shares; 2026Q1: 588 shares 588 $210K 0.02% -2,784 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 1,848 shares; 2026Q1: 1,418 shares 1,418 $207K 0.02% -430 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $206K 0.01% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares 12,100 $206K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672 shares 672 $203K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,211 shares 2,211 $203K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,420 shares 3,420 $201K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares 1,045 $200K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,750 shares 2,750 $200K 0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,191 shares; 2025Q3: 22,191 shares; 2025Q4: 22,191 shares; 2026Q1: 24,074 shares 24,074 $121K 0.01% +1,883 Timeline XAIR BEYOND AIR INC More: the full row for BEYOND AIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,400 shares; 2025Q4: 14,800 shares; 2026Q1: 14,800 shares 14,800 $10.2K <0.01% 0 Timeline